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Security record · archived quarter

CRS

Carpenter Technology Corporation · Basic Materials · Steel

483.70 -0.5% mkt cap $24.03B quote delayed (FMP) · as of Aug 26 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
14Tracked holders
-1Δ holders
3.47MShares held
$553.76MReported value
+2New positions
−3Exits
Rising Conviction score 45/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.7% · share flow +22.8% · net new positions -7.1%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 144 +8 35.71M $21.90B +14 −5
Q1 2026 138 +1 34.14M $13.42B +10 −10
Q4 2025 136 0 36.51M $11.51B +2 −1
Q3 2025 24 +1 21.75M $5.34B +1 −1
Q2 2025 21 +4 20.03M $5.55B +4
Q1 2025 14 -1 6.34M $1.16B +1 −2
Q4 2024 15 0 6.59M $1.12B +1 −1
Q3 2024 14 -1 3.47M $553.76M +2 −3
Q2 2024 15 2.83M $309.66M
Holder count
Who holds it · Q3 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Geode Capital Management (passive) 1.10M +1.6% $175.61M 0.0% ▲ Add 2 SEC ↗
2 Geode Capital Management (passive) 1.10M +1.6% $175.61M 0.0% ▲ Add 2 SEC ↗
3 Third Point 660.00K New $105.32M 1.4% New 1 SEC ↗
4 Norges Bank (passive) 488.93K +77.0% $78.02M 0.0% ▲ Add 2 SEC ↗
5 Fisher Asset Management 364.31K +3.9% $58.14M 0.0% ▲ Add 2 SEC ↗
6 Renaissance Technologies 297.19K +145.8% $47.43M 0.1% ▲ Add 2 SEC ↗
7 D. E. Shaw & Co. 188.15K +7.3% $30.03M 0.0% ▲ Add 2 SEC ↗
8 D. E. Shaw & Co. 188.15K +7.3% $30.03M 0.0% ▲ Add 2 SEC ↗
9 Wellington Management 151.12K -2.8% $24.12M 0.0% ▼ Trim 2 SEC ↗
10 Wellington Management 151.12K -2.8% $24.12M 0.0% ▼ Trim 2 SEC ↗
11 Wellington Management 151.12K -2.8% $24.12M 0.0% ▼ Trim 2 SEC ↗
12 Millennium Management 94.85K -50.6% $15.14M 0.0% ▼ Trim 2 SEC ↗
13 AQR Capital Management 56.64K +16.5% $9.04M 0.0% ▲ Add 2 SEC ↗
14 AQR Capital Management 56.64K +16.5% $9.04M 0.0% ▲ Add 2 SEC ↗
15 AQR Capital Management 56.64K +16.5% $9.04M 0.0% ▲ Add 2 SEC ↗
16 T. Rowe Price 34.38K -1.4% $5.49M 0.0% ▼ Trim 2 SEC ↗
17 Two Sigma Investments 24.80K -69.6% $3.96M 0.0% ▼ Trim 2 SEC ↗
18 Marshall Wace 5.56K New $886,786 0.0% New 1 SEC ↗
19 Gotham Asset Management 2.90K -78.9% $463,101 0.0% ▼ Trim 2 SEC ↗
20 ARK Investment Management 840 -44.9% $134,047 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Third Point $105.32M 1.4%
Marshall Wace $886,786 0.0%

Exited

Glenview Capital $14.25M was 0.3%
Citadel Advisors $13.89M was 0.0%
Point72 Asset Management $3.89M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 694 holders, 46.81M shares, $17.83B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 21 Younessi Ramin

Director · 438 sh · $216,001

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2024 · Methodology · Get this via the API