CRS — Carpenter Technology Corp Institutional Holders · Q3 2026

Name: Who Owns CRS? 38 Institutions Hold $61.3M (Q3 2026)
Creator: ko.io

Who owns Carpenter Technology Corp (CRS)? 38 institutions reported holding $61.34M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($32.0M), Overbrook Management Corp ($13.1M), Moody National Bank Trust Division ($2.5M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$32.0M	82,280	Added
2	Overbrook Management Corp	$13.1M	33,568	Trimmed
3	MOODY NATIONAL BANK TRUST DIVISION	$2.5M	6,545	Trimmed
4	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$1.7M	4,500	New
5	TLWM	$1.7M	4,344	Added
6	Whitaker-Myers Wealth Managers, LTD.	$1.6M	4,233	Added
7	GAMMA Investing LLC	$1.3M	3,241	Hold
8	Farther Finance Advisors, LLC	$1.1M	2,739	Trimmed
9	Veracity Capital LLC	$962,936	2,477	Trimmed
10	TrueWealth Advisors, LLC	$941,806	2,422	Trimmed
11	Apella Capital, LLC	$935,475	2,391	Added
12	EASTERN BANK	$460,752	1,185	Added
13	CoreCap Advisors, LLC	$439,755	1,131	Added
14	CANANDAIGUA NATIONAL BANK & TRUST CO	$373,267	960	Hold
15	Venture Visionary Partners LLC	$311,056	800	Trimmed
16	Marathon Mission, Inc.	$289,671	745	Added
17	ARGENT CAPITAL MANAGEMENT LLC	$287,338	739	Added
18	Graves Light Lenhart Wealth, Inc.	$260,509	670	Hold
19	Polaris Financial Partners	$258,000	668	New
20	Balefire, LLC	$239,124	615	Trimmed
21	Wedmont Private Capital	$203,615	526	Added
22	Versant Capital Management, Inc	$167,581	431	Added
23	GK Wealth Management LLC	$98,760	254	New
24	TOMPKINS FINANCIAL CORP	$44,714	115	Trimmed
25	MassMutual Private Wealth & Trust, FSB	$43,548	112	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30