$CRS

$289.48 +$4.82 (1.69%) Close

$CRS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 49.5M shares outstanding

Who owns CRS?

By type of holder

Institutions 94.1% Insiders 6.0% Everyone else 0.0%

Concentration Top 10 holders own 65.2%

Karol Steven E 22.3% · BlackRock, Inc. 12.6%

Institutional ownership

94.1%

-1.3 pts vs last qtr

Institutional holders

877

+176 vs last qtr

Net shares bought

−651.5K

by institutions in Q2 2026

New / sold out

234 / 58

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jpmorgan Chase & Co +779.0K
Aqr Capital Management LLC +735.0K

Biggest sellers in Q2 2026

Egerton Capital (UK) LLP SOLD OUT −1.3M
Lone Pine Capital LLC −855.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$94.5M

16 notices from 15 people

Shares covered

230.8K

0.47% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Thene Revocable Living Trust Officer $27.8M
Tony Thene Officer $25.1M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

+7.0%

+0.76% a year

Each share's claim on the business

−6.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$281M vs $166M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years63% 3–5 years7% 1–3 years15% Under 1 year15%

Quarterly turnover

16.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CRS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	6.2M	12.55%	+394.4K (+6.8%)	≤2021	0.1%
Shares held by quarter Peak holding7.7M (Q3'24) Change over 8 quarters−1.5M Share of the company12.550% BlackRock, Inc.'s full portfolio →
F FMR LLC	4.2M	8.45%	−141.4K (−3.3%)	≤2021	0.1%
Shares held by quarter Peak holding5.5M (Q1'25) Change over 8 quarters+719.4K Share of the company8.450% FMR LLC's full portfolio →

BlackRock, Inc.

6.2M

% of company

12.55%

Change vs last qtr

+394.4K (+6.8%)

Held since

≤2021

FMR LLC

4.2M

% of company

8.45%

Change vs last qtr

−141.4K (−3.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Carpenter Technology Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CRS on Form N-PORT; together they hold 45.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$1.05B	1.7M	3.43%	0.84%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$924M	1.5M	3.02%	0.04%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$1.05B

% of company

3.43%

% of the fund

0.84%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$924M

% of company

3.02%

% of the fund

0.04%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Carpenter Technology Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KS Karol Steven E Insider	11.0M	22.26%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company22.260% Karol Steven E's insider activity →
TT Thene Tony R Insider	466.7K	0.94%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.940% Thene Tony R's insider activity →

Karol Steven E

Insider

11.0M

% of company

22.26%

Change vs last qtr

—

Held since

—

Thene Tony R

Insider

466.7K

% of company

0.94%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of Carpenter Technology Corporation.

Comments