| 4 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
| 2.1M |
| $1.30B |
| +2.8% |
| 4.255% |
| 0.06% |
| 5 | STATE STREET CORP | 1.9M | $1.18B | -5.1% | 3.839% | 0.02% |
| 6 | Invesco Ltd. | 1.6M | $974.1M | -20.1% | 3.178% | 0.08% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1.5M | $900.2M | +101.5% | 2.937% | 0.31% |
| 8 | JENNISON ASSOCIATES LLC | 1.2M | $735.7M | +48.1% | 2.401% | 0.44% |
| 9 | JPMORGAN CHASE & CO | 1.2M | $719.6M | +192.8% | 2.381% | 0.04% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $620.3M | -8.0% | 2.023% | 0.03% |
| 11 | LONE PINE CAPITAL LLC | 963K | $593.9M | -47.0% | 1.938% | 3.63% |
| 12 | SANDS CAPITAL MANAGEMENT, LLC | 786K | $484.9M | -4.5% | 1.582% | 1.80% |
| 13 | GOLDMAN SACHS GROUP INC | 745K | $459.6M | +287.1% | 1.500% | 0.04% |
| 14 | SurgoCap Partners LP | 686K | $423.4M | -42.6% | 1.382% | 13.69% |
| 15 | JANE STREET GROUP, LLC | 611K | $376.9M | +144.0% | 1.230% | 0.03% |
| 16 | NORGES BANK | 514K | $317.0M | — | 1.034% | 0.03% |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 506K | $312.2M | +82.2% | 1.019% | 0.05% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 450K | $277.3M | +5.6% | 0.905% | 0.04% |
| 19 | NORTHERN TRUST CORP | 438K | $269.9M | +2.9% | 0.881% | 0.03% |
| 20 | DIMENSIONAL FUND ADVISORS LP | 422K | $260.3M | -7.6% | 0.849% | 0.05% |
| 21 | Allspring Global Investments Holdings, LLC | 425K | $259.2M | -8.3% | 0.855% | 0.40% |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 398K | $245.6M | +8.6% | 0.801% | 0.29% |
| 23 | MORGAN STANLEY | 389K | $240.2M | +11.3% | 0.784% | 0.01% |
| 24 | Bank of New York Mellon Corp | 375K | $231.3M | -6.2% | 0.754% | 0.04% |
| 25 | UBS Group AG | 341K | $210.6M | -36.6% | 0.687% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CRS — a direct measure of their conviction.
| 101.06% |
| +5.18 pp |
| $8.81B |
| +11% |
| Q4 2024 | 443 | +11% | 95.88% | +1.07 pp | $7.91B | +8.1% |
| Q3 2024 | 400 | — | 94.81% | — | $7.32B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
221 institutions opened new positions in CRS during Q2 2026, while 49 fully exited. 567 added to existing positions and 71 trimmed.
CRS institutional ownership fell by 0.55 percentage points quarter-over-quarter, with a net change of +182 holders.
The top 10 institutions account for 50.7% of all reported 13F value in CRS, and the top 25 account for 68.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Carpenter Technology Corporation (CRS) Institutional Ownership