CARPENTER TECHNOLOGY CORP (CRS) — Institutional Holders, Q2 2026 (page 6)
881 institutional investment managers reported a CRS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $28.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CRS 13F holders ranked 501–600 of 881
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | WESTPAC BANKING#501 · 1,287 sh | 1,287 | $793.9K | 0.05% | New |
| 502 | Alliance Wealth Advisors#502 · 1,284 sh | 1,284 | $792.0K | 0.15% | -13.9% |
| 503 | Legacy Capital Group California#503 · 1,284 sh | 1,284 | $792.0K | 0.24% | +10.8% |
| 504 | BRIDGES INVESTMENT MANAGEMENT#504 · 1,267 sh | 1,267 | $781.5K | <0.01% | 0.0% |
| 505 | STRATEGY ASSET MANAGERS#505 · 1,249 sh | 1,249 | $770.4K | — | -1.3% |
| 506 | GAM Holding AG#506 · 1,246 sh | 1,246 | $768.6K | 0.06% | 0.0% |
| 507 | Eurizon Capital SGR S.p.A.#507 · 1,252 sh | 1,252 | $767.3K | <0.01% | +5.4% |
| 508 | TRANSCEND WEALTH COLLECTIVE#508 · 1,242 sh | 1,242 | $766.1K | 0.05% | New |
| 509 | MARSHALL WACE, LLP#509 · 1,240 sh | 1,240 | $764.9K | <0.01% | -88.8% |
| 510 | Caerus Investment Advisors#510 · 1,225 sh | 1,225 | $755.6K | 0.25% | New |
| 511 | Radnor Capital Management#511 · 1,220 sh | 1,220 | $752.5K | — | 0.0% |
| 512 | STRS OHIO#512 · 1,217 sh | 1,217 | $750.7K | <0.01% | +5.7% |
| 513 | Portside Wealth Group#513 · 1,213 sh | 1,213 | $748.2K | — | +13.8% |
| 514 | MOODY ALDRICH PARTNERS#514 · 1,211 sh | 1,211 | $747.0K | 0.13% | -0.2% |
| 515 | ARISTEIA CAPITAL, L.L.C.#515 · 1,202 sh | 1,202 | $741.4K | <0.01% | New |
| 516 | Clark Capital Management Group#516 · 1,194 sh | 1,194 | $736.5K | <0.01% | -9.0% |
| 517 | Voleon Capital Management#517 · 1,182 sh | 1,182 | $729.1K | 0.01% | New |
| 518 | SBI Okasan Asset Management Ltd.#518 · 1,200 sh | 1,200 | $728.4K | 0.02% | +20.0% |
| 519 | Polymer Capital Management (US)#519 · 1,177 sh | 1,177 | $726.0K | 0.10% | -17.6% |
| 520 | Clearwave Capital#520 · 1,177 sh | 1,177 | $725.9K | 0.40% | +10.1% |
| 521 | Valmark Advisers#521 · 1,167 sh | 1,167 | $719.9K | <0.01% | 0.0% |
| 522 | PRINCIPAL SECURITIES#522 · 1,150 sh | 1,150 | $709.4K | <0.01% | +78.6% |
| 523 | Wealthcare Advisory Partners#523 · 1,148 sh | 1,148 | $708.3K | — | +1.7% |
| 524 | Meiji Yasuda Asset Management Ltd.#524 · 1,147 sh | 1,147 | $707.5K | 0.03% | 0.0% |
| 525 | FULLER & THALER ASSET MANAGEMENT#525 · 1,130 sh | 1,130 | $697.1K | <0.01% | -5.0% |
| 526 | PROFUND ADVISORS#526 · 1,129 sh | 1,129 | $696.4K | 0.02% | -9.5% |
| 527 | SILVER OAK SECURITIES#527 · 1,124 sh | 1,124 | $693.3K | 0.04% | +25.4% |
| 528 | GWN SECURITIES#528 · 1,116 sh | 1,116 | $688.5K | 0.12% | +11.0% |
| 529 | OneDigital Investment Advisors#529 · 1,111 sh | 1,111 | $685.3K | <0.01% | New |
| 530 | BLUE BELL PRIVATE WEALTH MANAGEMENT#530 · 1,106 sh | 1,106 | $682.2K | 0.09% | -0.7% |
| 531 | Burns Matteson Capital Management#531 · 1,104 sh | 1,104 | $681.0K | — | +2.6% |
| 532 | CHOREO#532 · 1,103 sh | 1,103 | $680.4K | <0.01% | +8.0% |
| 533 | JOHNSON INVESTMENT COUNSEL#533 · 1,099 sh | 1,099 | $677.9K | <0.01% | +0.5% |
| 534 | Severin Investments#534 · 1,083 sh | 1,083 | $667.8K | 0.50% | -50.5% |
| 535 | DAYMARK WEALTH PARTNERS#535 · 1,061 sh | 1,061 | $654.5K | 0.02% | +55.6% |
| 536 | Abel Hall#536 · 1,055 sh | 1,055 | $650.8K | — | +1.6% |
| 537 | UNITED CAPITAL FINANCIAL ADVISORS#537 · 1,054 sh | 1,054 | $650.1K | <0.01% | +2.8% |
| 538 | Venture Visionary Partners#538 · 1,050 sh | 1,050 | $647.7K | — | New |
| 539 | Waterloo Capital, L.P.#539 · 1,048 sh | 1,048 | $646.5K | 0.04% | -47.1% |
| 540 | Penn Capital Management Company#540 · 1,047 sh | 1,047 | $645.7K | 0.04% | -74.0% |
| 541 | Vontobel Holding Ltd.#541 · 1,044 sh | 1,044 | $644.0K | — | +23.1% |
| 542 | NEW YORK LIFE INVESTMENT MANAGEMENT#542 · 1,042 sh | 1,042 | $642.7K | <0.01% | New |
| 543 | Simplicity Wealth#543 · 1,026 sh | 1,026 | $632.9K | — | New |
| 544 | Perigon Wealth Management#544 · 1,001 sh | 1,001 | $617.5K | — | +34.2% |
| 545 | NORTHLAND SECURITIES#545 · 1,000 sh | 1,000 | $616.8K | 0.36% | 0.0% |
| 546 | PATRIOT INVESTMENT MANAGEMENT GROUP#546 · 1,000 sh | 1,000 | $616.8K | — | 0.0% |
| 547 | Cannon Global Investment Management#547 · 1,000 sh | 1,000 | $616.8K | — | New |
| 548 | Horizon Family Wealth#548 · 998 sh | 998 | $615.5K | 0.28% | +4.2% |
| 549 | Sentinus#549 · 997 sh | 997 | $615.0K | 0.05% | +49.7% |
| 550 | JACKSON THORNTON WEALTH MANAGEMENT#550 · 983 sh | 983 | $606.4K | 0.05% | New |
| 551 | Ballentine Partners#551 · 981 sh | 981 | $605.1K | <0.01% | -4.1% |
| 552 | CONNORS INVESTOR SERVICES#552 · 977 sh | 977 | $602.7K | 0.05% | 0.0% |
| 553 | Optimize Financial#553 · 968 sh | 968 | $597.1K | 0.11% | New |
| 554 | Wellington Grp#554 · 1,514 sh | 1,514 | $596.7K | 0.18% | 0.0% |
| 555 | CANANDAIGUA NATIONAL BANK#555 · 960 sh | 960 | $592.2K | — | — |
| 556 | Wealthfront Advisers#556 · 949 sh | 949 | $585.4K | <0.01% | New |
| 557 | Prospera Financial Services#557 · 940 sh | 940 | $580.0K | <0.01% | New |
| 558 | BEESE FULMER INVESTMENT MANAGEMENT#558 · 940 sh | 940 | $579.8K | — | New |
| 559 | EverSource Wealth Advisors#559 · 931 sh | 931 | $574.3K | 0.02% | -22.6% |
| 560 | Glass Jacobson Investment Advisors#560 · 928 sh | 928 | $572.5K | — | 0.0% |
| 561 | QTR Family Wealth#561 · 908 sh | 908 | $560.1K | 0.20% | New |
| 562 | RIVERSEDGE ADVISORS#562 · 891 sh | 891 | $549.6K | — | New |
| 563 | Gen-Wealth Partners#563 · 887 sh | 887 | $547.1K | 0.15% | 0.0% |
| 564 | Meeder Advisory Services#564 · 877 sh | 877 | $541.0K | 0.02% | -1.9% |
| 565 | West Family Investments#565 · 863 sh | 863 | $532.3K | 0.15% | New |
| 566 | ELEVATUS WELATH MANAGEMENT#566 · 858 sh | 858 | $529.2K | — | 0.0% |
| 567 | Apollon Wealth Management#567 · 858 sh | 858 | $529.1K | — | New |
| 568 | iA Global Asset Management#568 · 846 sh | 846 | $522.0K | <0.01% | New |
| 569 | Colonial River Wealth Management#569 · 845 sh | 845 | $521.2K | — | +5.2% |
| 570 | Kingsview Wealth Management#570 · 844 sh | 844 | $520.6K | <0.01% | +0.8% |
| 571 | Advisory Alpha#571 · 840 sh | 840 | $518.4K | 0.01% | 0.0% |
| 572 | CAXTON ASSOCIATES LLP#572 · 838 sh | 838 | $516.9K | <0.01% | -64.4% |
| 573 | Essential Partners#573 · 832 sh | 832 | $513.2K | — | +120.1% |
| 574 | UMB Bank, n.a.#574 · 830 sh | 830 | $512.0K | <0.01% | -3.0% |
| 575 | NORDEN GROUP#575 · 828 sh | 828 | $510.8K | — | +2.7% |
| 576 | Soltis Investment Advisors#576 · 826 sh | 826 | $509.8K | 0.03% | New |
| 577 | Allegiance Financial Group Advisory Services#577 · 825 sh | 825 | $508.9K | 0.09% | New |
| 578 | Truvestments Capital#578 · 808 sh | 808 | $498.4K | 0.07% | +76.8% |
| 579 | Blue Fin Capital#579 · 795 sh | 795 | $490.4K | 0.07% | 0.0% |
| 580 | CAISSE DES DEPOTS ET CONSIGNATIONS#580 · 791 sh | 791 | $487.9K | <0.01% | New |
| 581 | JAG CAPITAL MANAGEMENT#581 · 791 sh | 791 | $487.9K | 0.05% | +3.5% |
| 582 | Premier Fund Managers Ltd#582 · 801 sh | 801 | $486.0K | 0.04% | -30.7% |
| 583 | VERUS CAPITAL PARTNERS#583 · 787 sh | 787 | $485.5K | 0.03% | +4.1% |
| 584 | Sowell Financial Services#584 · 786 sh | 786 | $484.7K | — | +41.6% |
| 585 | Gallo Partners#585 · 780 sh | 780 | $481.1K | 1.07% | New |
| 586 | Base Wealth Management#586 · 760 sh | 760 | $468.8K | — | 0.0% |
| 587 | CoreCap Advisors#587 · 759 sh | 759 | $468.2K | — | -4.6% |
| 588 | PICTON MAHONEY ASSET MANAGEMENT#588 · 758 sh | 758 | $467.6K | <0.01% | -32.4% |
| 589 | PERRYMAN FINANCIAL ADVISORY#589 · 758 sh | 758 | $467.6K | — | New |
| 590 | Root Financial Partners#590 · 744 sh | 744 | $458.9K | — | +128.2% |
| 591 | Smartleaf Asset Management#591 · 754 sh | 754 | $457.7K | 0.01% | 0.0% |
| 592 | VARCOV#592 · 737 sh | 737 | $454.6K | 0.17% | New |
| 593 | Marathon Mission#593 · 730 sh | 730 | $450.3K | — | 0.0% |
| 594 | Laird Norton Wetherby Company#594 · 726 sh | 726 | $447.8K | <0.01% | +5.7% |
| 595 | Wellspring Financial Advisors#595 · 722 sh | 722 | $445.4K | 0.03% | New |
| 596 | Capstone Wealth Management#596 · 719 sh | 719 | $443.5K | 0.21% | New |
| 597 | Cordatus Wealth Management#597 · 711 sh | 711 | $438.5K | — | New |
| 598 | Optivise Advisory Services#598 · 705 sh | 705 | $435.0K | — | New |
| 599 | Geneos Wealth Management#599 · 702 sh | 702 | $433.0K | <0.01% | +8.3% |
| 600 | Independent Advisor Alliance#600 · 701 sh | 701 | $432.5K | 0.01% | -0.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.