2026-10-15
AI summary pending
View Full Filing (SEC EDGAR)Carpenter Technology
$377.09-0.9%
+$12.9B
Net Activity
+71.11% total shares
Institutions Holding
886
Popularity Rank
#571
Avg Weight
0.28%
Total Value
$29.4B
Market Cap
$19.0B
886 institutions currently hold CRS, with 562 net buyers and 305 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
305
Net Buying Institutions
562
Top 5 by Value
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Across its top 20 institutional holders, CRS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 45/100).
CRS ranks #571 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
CRS is a top-conviction position for SurgoCap Partners LP — at 13.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in CRS belongs to BlackRock, Inc., but the position matters far more to SurgoCap Partners LP, who has 13.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Gateway Investment Advisers LLC has added to its CRS position for two straight quarters, increasing it by $1.2M to reach $1.6M today.
Moody National Bank Trust Division has trimmed its CRS position for two straight quarters, cutting it by $3.1M while still holding $2.5M.
CRS is down 0.9% today, but institutions show net buying of $12.9B this quarter — a divergence between today's price move and the underlying institutional flow.
CRS posted net income of $529.8M over the trailing twelve months, and currently trades at a P/E of 35.9.
+$6.2B
Total Buy Value
$4.4B
Total Sell Value
562
Net Buyers
305
Net Sellers
CRS
Q2 2026
Top 5 Institutional Movers
CRS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | Markwayne Mullin Senate | 2026-02-04 | $15K–$50K |
| Buy | Markwayne Mullin Senate | 2026-01-05 | $15K–$50K |
| Buy | Markwayne Mullin Senate | 2026-01-05 | $15K–$50K |
4
Filings (90d)
$54.64M
Total Est. Value
113K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| STEVEN KAROL | 2026-09-04 | $1.55M |
| THENE REVOCABLE LIVING TRUST | 2026-08-25 | $27.80M |
| TONY THENE | 2026-08-25 | $25.07M |
| RAMIN YOUNESSI | 2026-08-21 | $216K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
7
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)On August 25, 2026, specialty alloys maker Carpenter Technology Corporation (ticker: CRS) filed an 8-K disclosing that Chairman, President and CEO Tony R. Thene sold 109,283 shares of the company's common stock. According to the filing, the sale was made for estate planning, tax planning, and financial diversification purposes. After the transaction, Thene still beneficially owns 466,697 shares — held directly, through family trusts, and via restricted share units that vest over time — keeping him among the company's 20 largest stockholders.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)Carpenter Technology (CRS) filed an 8-K on July 30, 2026, after holding its fourth-quarter fiscal 2026 earnings call that day. The slides from the call were furnished as Exhibit 99.1, and the company notes they are 'furnished' rather than formally 'filed.' The excerpt doesn't include the actual financial figures, so revenue, earnings, or other performance details aren't visible here.
View Full Filing (SEC EDGAR)Carpenter Technology (CRS) filed an 8-K on July 30, 2026, to disclose its fiscal Q4 2026 results for the period ended June 30, 2026. The company issued a press release that is attached as Exhibit 99.1 and is furnished, not filed, with the SEC. The filing itself doesn't include any specific financial figures — the actual numbers are in the press release.
View Full Filing (SEC EDGAR)Carpenter Technology Corporation (CRS) announced on July 26 that its President and CEO, Brian J. Malloy, passed away suddenly on July 24. The board swiftly appointed Tony R. Thene, who had previously held the same roles from 2015 until June 2026, to return as CEO, Chairman, and President. Thene's prior tenure and institutional knowledge make this a familiar, rapid succession.
View Full Filing (SEC EDGAR)144285103
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Access CRS's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CRSCLI
npx alphasmo stocks get CRS