CRS Institutional Ownership
Carpenter Technology Corporation
1W: -23.5%
1M: -27.1%
3M: -48.4%
YTD: -14.4%
1Y: -3.7%
3Y: +372.2%
5Y: +826.3%
$288.49
-0.99 (-0.34%)
After Hours: $286.80 (-1.69, -0.59%)
Weekly Expected Move ±10.4%
$225
$255
$285
$314
$344
Credit Risk of going bust: lower than 71% of companies Debt: 4.6% of company value Bonds: $57.7M held by 174 funds, 123 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.44 (down 99.5%), Carpenter Technology Corporation would be worth roughly what it owes.
Total debt $691.0M against a stock market value of $14.34B.
Distance to default 7.71 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $345.5M (short-term plus half of long-term), stock volatility 48.8%; Altman Z 8.33. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.44 (down 99.5%), Carpenter Technology Corporation would be worth roughly what it owes.
Total debt $691.0M against a stock market value of $14.34B.
Distance to default 7.71 (Merton model): prices to 2026-10-26, balance sheet 2026-09-30, debt counted $345.5M (short-term plus half of long-term), stock volatility 48.8%; Altman Z 8.33. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — CRS
940
Institutional Holders
+170 vs prior quarter
0.0%
Ownership
+0.00pp
$28B
Total Invested
239
New Positions
316
Increased
303
Reduced
51
Closed
1.21
Put/Call Ratio
Ownership Trends
Top Institutional Holders (988 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,216,560 | $1.8B | +394,367 | +6.8% | 8Q | SEC ↗ |
| 2 | FMR LLC | 4,184,698 | $1.2B | -141,407 | -3.3% | 22Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,161,324 | $626M | +7,152 | +0.3% | 2Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,113,945 | $612M | +57,257 | +2.8% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,907,172 | $552M | -101,643 | -5.1% | 46Q | SEC ↗ |
| 6 | Invesco Ltd. | 1,579,110 | $457M | -396,004 | -20.0% | 87Q | SEC ↗ |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1,459,426 | $422M | +735,006 | +101.5% | 13Q | SEC ↗ |
| 8 | JENNISON ASSOCIATES LLC | 1,192,686 | $345M | +387,380 | +48.1% | 2Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 1,183,109 | $342M | +779,015 | +192.8% | 91Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1,005,377 | $291M | -86,789 | -7.9% | 92Q | SEC ↗ |
| 11 | LONE PINE CAPITAL LLC | 962,839 | $279M | -855,101 | -47.0% | 3Q | SEC ↗ |
| 12 | SANDS CAPITAL MANAGEMENT, LLC | 786,150 | $228M | -37,127 | -4.5% | 3Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 745,021 | $216M | +552,543 | +287.1% | 15Q | SEC ↗ |
| 14 | SurgoCap Partners LP | 686,473 | $199M | -510,428 | -42.6% | 8Q | SEC ↗ |
| 15 | PRICE T ROWE ASSOCIATES INC /MD | 608,722 | $176M | +104,719 | +20.8% | 16Q | SEC ↗ |
| 16 | NORGES BANK NEW | 513,898 | $149M | — | +0.0% | 1Q | SEC ↗ |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 506,167 | $147M | +228,290 | +82.2% | 42Q | SEC ↗ |
| 18 | ALLIANCEBERNSTEIN L.P. | 462,590 | $134M | +340,949 | +280.3% | 63Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 449,556 | $130M | — | +0.0% | 1Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 449,556 | $130M | +23,801 | +5.6% | 15Q | SEC ↗ |
| 21 | LORD, ABBETT & CO. LLC | 439,596 | $127M | -40,576 | -8.5% | 6Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 437,607 | $127M | +12,323 | +2.9% | 110Q | SEC ↗ |
| 23 | Allspring Global Investments Holdings, | 424,827 | $123M | -38,282 | -8.3% | 19Q | SEC ↗ |
| 24 | DIMENSIONAL FUND ADVISORS LP | 421,977 | $122M | -34,724 | -7.6% | 102Q | SEC ↗ |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 398,128 | $115M | +31,552 | +8.6% | 9Q | SEC ↗ |
| 26 | MORGAN STANLEY | 389,421 | $113M | +39,629 | +11.3% | 60Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 374,898 | $109M | -24,806 | -6.2% | 76Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 356,156 | $103M | +195,025 | +121.0% | 15Q | SEC ↗ |
| 29 | UBS Group AG | 341,464 | $99M | -197,452 | -36.6% | 47Q | SEC ↗ |
| 30 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 332,607 | $96M | -18,289 | -5.2% | 5Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 318,731 | $92M | +10,464 | +3.4% | 2Q | SEC ↗ |
| 32 | Holocene Advisors, LP | 314,483 | $91M | -234,402 | -42.7% | 3Q | SEC ↗ |
| 33 | WESTFIELD CAPITAL MANAGEMENT CO LP NEW | 314,082 | $91M | — | +0.0% | 1Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 313,511 | $91M | -83,239 | -21.0% | 7Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 300,227 | $87M | -220,165 | -42.3% | 15Q | SEC ↗ |
| 36 | BESSEMER GROUP INC | 292,427 | $85M | +292,168 | +112806.2% | 13Q | SEC ↗ |
| 37 | TimesSquare Capital Management, LLC | 291,622 | $84M | -1,657 | -0.6% | 5Q | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 287,758 | $83M | +268,104 | +1364.1% | 5Q | SEC ↗ |
| 39 | MASSACHUSETTS FINANCIAL SERVICES CO /M NEW | 258,363 | $75M | — | +0.0% | 1Q | SEC ↗ |
| 40 | WCM INVESTMENT MANAGEMENT, LLC | 249,050 | $72M | -229,264 | -47.9% | 8Q | SEC ↗ |
| 41 | Fisher Asset Management, LLC | 236,798 | $69M | -11,029 | -4.5% | 33Q | SEC ↗ |
| 42 | Zurcher Kantonalbank (Zurich Cantonalb | 236,016 | $68M | -43,496 | -15.6% | 46Q | SEC ↗ |
| 43 | UBS AM, a distinct business unit of UB | 234,367 | $68M | +11,655 | +5.2% | 57Q | SEC ↗ |
| 44 | Driehaus Capital Management LLC | 227,203 | $66M | -88,254 | -28.0% | 8Q | SEC ↗ |
| 45 | FRANKLIN RESOURCES INC | 225,829 | $65M | -198,552 | -46.8% | 10Q | SEC ↗ |
| 46 | Third Point LLC | 215,000 | $62M | -95,000 | -30.6% | 8Q | SEC ↗ |
| 47 | Capital World Investors NEW | 212,183 | $61M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Nuveen, LLC | 189,082 | $55M | -37,202 | -16.4% | 6Q | SEC ↗ |
| 49 | LPL Financial LLC | 186,104 | $54M | +11,581 | +6.6% | 25Q | SEC ↗ |
| 50 | SAMLYN CAPITAL, LLC | 183,069 | $53M | -2,269 | -1.2% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 513,898 | $149M |
| Sixth Street Partners Management Co | 449,556 | $130M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 314,082 | $91M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 258,363 | $75M |
| Capital World Investors | 212,183 | $61M |
| NATIXIS | 112,699 | $33M |
| AVIVA PLC | 104,162 | $30M |
| TUDOR INVESTMENT CORP ET AL | 37,470 | $11M |
| KEYSTONE INVESTORS PTE LTD | 31,165 | $9M |
| TOKIO MARINE ASSET MANAGEMENT CO LT | 24,230 | $7M |
| Aventail Capital Group, LP | 22,319 | $6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 22,271 | $6M |
| Jupiter Topco LLC | 21,188 | $6M |
| Curated Wealth Partners LLC | 15,053 | $4M |
| Bleakley Financial Group, LLC | 10,516 | $3M |
| RH Tailwind Management, LLC | 10,000 | $3M |
| Prescott Group Capital Management, | 10,000 | $3M |
| MACKENZIE FINANCIAL CORP | 9,723 | $3M |
| FIL Ltd | 8,993 | $3M |
| Fi3 FINANCIAL ADVISORS, LLC | 8,827 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Egerton Capital (UK) LLP | 1,330,920 | $385M |
| Palestra Capital Management LLC | 367,701 | $106M |
| Point72 Asset Management, L.P. | 250,173 | $72M |
| TOMS Capital Investment Management | 176,000 | $51M |
| Alyeska Investment Group, L.P. | 90,127 | $26M |
| RENAISSANCE TECHNOLOGIES LLC | 78,800 | $23M |
| Ceredex Value Advisors LLC | 63,275 | $18M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 45,706 | $13M |
| EMERALD MUTUAL FUND ADVISERS TRUST | 35,876 | $10M |
| Virtus Wealth Solutions LLC | 29,993 | $9M |
| HRT FINANCIAL LP | 26,761 | $8M |
| BEACONLIGHT CAPITAL, LLC | 25,445 | $7M |
| FengHe Fund Management Pte. Ltd. | 25,000 | $7M |
| RIPOSTE CAPITAL LLC | 25,000 | $7M |
| KENNEDY CAPITAL MANAGEMENT LLC | 20,888 | $6M |
| Union Bancaire Privee, UBP SA | 19,730 | $6M |
| VMS Asset Management Limited | 19,730 | $6M |
| O'Neil Global Advisors, Inc. | 19,243 | $6M |
| Maven Securities LTD | 16,877 | $5M |
| Woodline Partners LP | 16,345 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +779,015 | +192.8% | 1,183,109 |
| AQR CAPITAL MANAGEMENT LLC | +735,006 | +101.5% | 1,459,426 |
| GOLDMAN SACHS GROUP INC | +552,543 | +287.1% | 745,021 |
| BlackRock, Inc. | +394,367 | +6.8% | 6,216,560 |
| JENNISON ASSOCIATES LLC | +387,380 | +48.1% | 1,192,686 |
| ALLIANCEBERNSTEIN L.P. | +340,949 | +280.3% | 462,590 |
| BESSEMER GROUP INC | +292,168 | +112806.2% | 292,427 |
| Qube Research & Technologies Ltd | +268,104 | +1364.1% | 287,758 |
| WELLINGTON MANAGEMENT GROUP LLP | +228,290 | +82.2% | 506,167 |
| JANE STREET GROUP, LLC | +195,025 | +121.0% | 356,156 |
| TWO SIGMA INVESTMENTS, LP | +105,532 | +260.4% | 146,056 |
| PRICE T ROWE ASSOCIATES INC /MD | +104,719 | +20.8% | 608,722 |
| MILLENNIUM MANAGEMENT LLC | +100,975 | +478.2% | 122,091 |
| Square Wave Capital, LLC | +77,800 | +169.1% | 123,800 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +57,257 | +2.8% | 2,113,945 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +55,541 | +592.4% | 64,917 |
| Jump Financial, LLC | +45,211 | +707.4% | 51,602 |
| BNP PARIBAS FINANCIAL MARKETS | +42,878 | +288.9% | 57,722 |
| MORGAN STANLEY | +39,629 | +11.3% | 389,421 |
| IEQ CAPITAL, LLC | +37,923 | +129.3% | 67,258 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LONE PINE CAPITAL LLC | -855,101 | -47.0% | 962,839 |
| SurgoCap Partners LP | -510,428 | -42.6% | 686,473 |
| Invesco Ltd. | -396,004 | -20.0% | 1,579,110 |
| AMERIPRISE FINANCIAL INC | -265,831 | -60.2% | 175,990 |
| Holocene Advisors, LP | -234,402 | -42.7% | 314,483 |
| AMERICAN CENTURY COMPANIES INC | -230,363 | -65.3% | 122,460 |
| WCM INVESTMENT MANAGEMENT, LLC | -229,264 | -47.9% | 249,050 |
| BANK OF AMERICA CORP /DE | -220,165 | -42.3% | 300,227 |
| Forest Avenue Capital Management LP | -210,793 | -56.2% | 164,219 |
| FRANKLIN RESOURCES INC | -198,552 | -46.8% | 225,829 |
| UBS Group AG | -197,452 | -36.6% | 341,464 |
| BARCLAYS PLC | -165,192 | -67.5% | 79,661 |
| Granahan Investment Management, LLC | -142,488 | -59.5% | 96,981 |
| FMR LLC | -141,407 | -3.3% | 4,184,698 |
| Advent International, L.P. | -117,137 | -49.5% | 119,592 |
| STATE STREET CORP | -101,643 | -5.1% | 1,907,172 |
| Third Point LLC | -95,000 | -30.6% | 215,000 |
| Balyasny Asset Management L.P. | -90,952 | -99.6% | 357 |
| Driehaus Capital Management LLC | -88,254 | -28.0% | 227,203 |
| Junto Capital Management LP | -87,314 | -72.5% | 33,043 |