CARPENTER TECHNOLOGY CORP (CRS) — Institutional Holders, Q2 2026 (page 9)

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 801 to 881. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← CRS stock profile

CRS 13F holders ranked 801–881 of 881

Institutional investors reporting a position in CARPENTER TECHNOLOGY CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
801	Sachetta#801 · 45 sh	45	$27.8K	0.01%	+200.0%
802	Silicon Valley Capital Partners#802 · 44 sh	44	$27.4K	<0.01%	+109.5%
803	FARMERS & MERCHANTS INVESTMENTS#803 · 44 sh	44	$27.1K	—	+2.3%
804	MCF Advisors#804 · 43 sh	43	$26.5K	<0.01%	-28.3%
805	Private Wealth Management Group#805 · 37 sh	37	$22.8K	—	0.0%
806	SALEM INVESTMENT COUNSELORS#806 · 37 sh	37	$22.8K	—	0.0%
807	ACTION POINT FINANCIAL PLANNING#807 · 38 sh	38	$21.6K	<0.01%	New
808	Salomon & Ludwin#808 · 34 sh	34	$20.7K	<0.01%	0.0%
809	Activest Wealth Management#809 · 31 sh	31	$19.1K	—	+24.0%
810	Beaird Harris Wealth Management#810 · 29 sh	29	$17.7K	<0.01%	+625.0%
811	Ancora Advisors#811 · 28 sh	28	$17.3K	<0.01%	-72.5%
812	Bare Financial Services#812 · 28 sh	28	$17.3K	<0.01%	+47.4%
813	Bayforest Capital Ltd#813 · 28 sh	28	$17.3K	0.02%	New
814	High Note Wealth#814 · 27 sh	27	$16.7K	<0.01%	0.0%
815	Physician Wealth Advisors#815 · 27 sh	27	$16.4K	—	+8.0%
816	JPL Wealth Management#816 · 26 sh	26	$16.0K	<0.01%	+13.0%
817	Rakuten Securities#817 · 24 sh	24	$14.8K	<0.01%	+2300.0%
818	James T. Borello RIA#818 · 22 sh	22	$13.6K	—	0.0%
819	Union Bankshares#819 · 19 sh	19	$11.7K	<0.01%	+18.8%
820	Concord Wealth Partners#820 · 19 sh	19	$11.7K	<0.01%	New
821	Bell Investment Advisors#821 · 18 sh	18	$11.1K	<0.01%	0.0%
822	WPG Advisers#822 · 18 sh	18	$11.1K	<0.01%	0.0%
823	BOKF, NA#823 · 16 sh	16	$9.9K	<0.01%	New
824	Continuum Advisory#824 · 14 sh	14	$8.6K	<0.01%	New
825	DiNuzzo Private Wealth#825 · 13 sh	13	$8.0K	—	0.0%
826	Bay Harbor Wealth Management#826 · 12 sh	12	$7.4K	<0.01%	0.0%
827	Cromwell#827 · 12 sh	12	$7.4K	<0.01%	+100.0%
828	BROWN BROTHERS HARRIMAN#828 · 10 sh	10	$6.2K	0.00%	0.0%
829	Westside Investment Management#829 · 10 sh	10	$6.2K	<0.01%	0.0%
830	Bogart Wealth#830 · 10 sh	10	$6.2K	<0.01%	+150.0%
831	Dogwood Wealth Management#831 · 10 sh	10	$6.2K	<0.01%	New
832	HFM Investment Advisors#832 · 9 sh	9	$5.6K	<0.01%	+125.0%
833	TD PRIVATE CLIENT WEALTH#833 · 8 sh	8	$4.9K	<0.01%	+300.0%
834	Creative Capital Management Investments#834 · 8 sh	8	$4.9K	<0.01%	New
835	Rialto Wealth Management#835 · 8 sh	8	$4.9K	<0.01%	+14.3%
836	Marquette Asset Management#836 · 7 sh	7	$4.3K	—	0.0%
837	Hughes Financial Services#837 · 7 sh	7	$4.3K	<0.01%	+600.0%
838	Colonial / SC#838 · 6 sh	6	$3.9K	<0.01%	-40.0%
839	ZRC WEALTH MANAGEMENT#839 · 5 sh	5	$3.1K	—	New
840	Owl Creek Wealth Partners#840 · 5 sh	5	$3.1K	—	New
841	HRT FINANCIAL#841 · 4,700 sh	4,700	$2.9K	0.00%	New
842	MV CAPITAL MANAGEMENT#842 · 4 sh	4	$2.5K	<0.01%	New
843	BFSG#843 · 4 sh	4	$2.5K	<0.01%	-89.5%
844	Stone House Investment Management#844 · 4 sh	4	$2.5K	—	+100.0%
845	Financial Network Wealth Advisors#845 · 4 sh	4	$2.5K	<0.01%	0.0%
846	Principia Wealth Advisory#846 · 4 sh	4	$2.5K	<0.01%	0.0%
847	Silver Grove Financial Group#847 · 4 sh	4	$2.5K	<0.01%	New
848	Cornerstone Planning Group#848 · 4 sh	4	$2.4K	—	0.0%
849	CX Institutional#849 · 4 sh	4	$2.0K	—	0.0%
850	Winthrop Capital Management#850 · 4 sh	4	$2.0K	<0.01%	New
851	JNBA Financial Advisors#851 · 3 sh	3	$1.9K	<0.01%	New
852	Abound Wealth Management#852 · 3 sh	3	$1.9K	—	0.0%
853	American Capital Advisory#853 · 3 sh	3	$1.9K	<0.01%	+50.0%
854	CREATIVE FINANCIAL DESIGNS#854 · 3 sh	3	$1.9K	<0.01%	0.0%
855	Dunhill Financial#855 · 2 sh	2	$1.7K	<0.01%	0.0%
856	MONTAG A & ASSOCIATES#856 · 2 sh	2	$1.2K	<0.01%	New
857	HOLLENCREST SECURITIES#857 · 2 sh	2	$1.2K	<0.01%	-98.5%
858	MOTCO#858 · 2 sh	2	$1.2K	<0.01%	New
859	Horizon Investments#859 · 2 sh	2	$1.2K	0.00%	-50.0%
860	RAFFA WEALTH MANAGEMENT#860 · 2 sh	2	$1.2K	<0.01%	New
861	Trust Co#861 · 2 sh	2	$1.2K	—	0.0%
862	SHP Wealth Management#862 · 2 sh	2	$1.2K	<0.01%	New
863	Planning Strategies#863 · 2 sh	2	$1.2K	—	—
864	TOTH FINANCIAL ADVISORY#864 · 2 sh	2	$1.2K	—	New
865	Avion Wealth#865 · 3 sh	3	$1.0K	<0.01%	New
866	Navigoe#866 · 2 sh	2	$1.0K	<0.01%	New
867	Decker Retirement Planning#867 · 1 sh	1	$716.00	—	New
868	North Star Investment Management#868 · 1 sh	1	$617.00	0.00%	New
869	AdvisorNet Financial#869 · 1 sh	1	$617.00	—	0.0%
870	Financial Management Professionals#870 · 1 sh	1	$617.00	—	New
871	Mascoma Wealth Management#871 · 1 sh	1	$617.00	—	New
872	TFC Financial Management#872 · 1 sh	1	$617.00	—	0.0%
873	HIGHLINE WEALTH PARTNERS#873 · 1 sh	1	$617.00	—	0.0%
874	ROSS\JOHNSON & Associates#874 · 1 sh	1	$617.00	<0.01%	New
875	Strive Financial Group#875 · 1 sh	1	$617.00	<0.01%	New
876	1015 Capital Partners#876 · 1 sh	1	$617.00	<0.01%	New
877	DecisionPoint Financial#877 · 1 sh	1	$611.00	<0.01%	New
878	Halbert, Hargrove/Russell#878 · 1 sh	1	$383.00	—	New
879	Cordant#879 · 0 sh	0	$192.00	<0.01%	New
880	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#880 · 54,945 sh	54,945	—	—	-4.7%
881	Elequin Securities#881 · 186 sh	186	—	—	+93.8%

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.