Carpenter Ownership | Who Owns Carpenter?
Carpenter Ownership Summary
Carpenter is owned by 97.99% institutional investors, 2.26% insiders. Blackrock is the largest institutional shareholder, holding 15.35% of CRS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.49% of its assets in Carpenter shares.
CRS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carpenter | 97.99% | 2.26% | -0.25% |
| Sector | Industrials Stocks | 39.35% | 12.62% | 48.03% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.63M | 15.35% | $836.03M |
| Blackrock funding, inc. /de | 6.42M | 12.82% | $1.09B |
| Vanguard group | 5.25M | 10.48% | $891.10M |
| Fmr | 4.44M | 8.87% | $754.29M |
| State street | 2.35M | 4.69% | $399.16M |
| Dimensional fund advisors lp | 1.72M | 3.44% | $292.17M |
| Invesco | 1.54M | 3.07% | $260.88M |
| Surgocap partners lp | 1.44M | 2.88% | $244.73M |
| Geode capital management | 1.14M | 2.27% | $193.28M |
| Third point | 870.00K | 1.74% | $147.65M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bayberry capital partners lp | 244.00K | 15.78% | $41.41M |
| Surgocap partners lp | 1.44M | 12.61% | $244.73M |
| Tyro capital management | 178.69K | 9.93% | $30.33M |
| Blue grotto capital | 277.80K | 8.62% | $47.15M |
| Arvin capital management lp | 103.69K | 4.93% | $17.60M |
| Avala global lp | 465.30K | 4.92% | $78.97M |
| Forest avenue capital management lp | 301.47K | 4.68% | $51.16M |
| Wolf hill capital management, lp | 360.90K | 4.40% | $61.25M |
| Pelham capital | 42.96K | 4.26% | $7.29M |
| 1492 capital management | 47.24K | 3.81% | $8.02M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 4.44M | 0.04% | 979.31K |
| Surgocap partners lp | 1.44M | 12.61% | 779.36K |
| Norges bank | 592.22K | 0.01% | 592.22K |
| Allspring global investments | 592.03K | 0.17% | 479.99K |
| Holocene advisors, lp | 532.67K | 0.29% | 424.03K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.42M | 0.02% | -1.33M |
| Dimensional fund advisors lp | 1.72M | 0.07% | -754.01K |
| Advent corp/ma | 717.65K | 2.85% | -497.95K |
| Hennessy advisors | - | - | -493.80K |
| Vanguard group | 5.25M | 0.02% | -361.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 592.22K | 0.01% | 592.22K | $100.50M |
| Parallax volatility advisers | 138.00K | 0.03% | 138.00K | $15.12M |
| Raymond james financial | 110.37K | 0.01% | 110.37K | $18.73M |
| Susquehanna fundamental investments | 84.15K | 0.20% | 84.15K | $14.28M |
| Next century growth investors | 61.46K | 0.78% | 61.46K | $10.43M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Assetmark | -1.00 |
| Kayne anderson rudnick investment management | -2.00 |
| Claris advisors, llc / mo / | -3.00 |
| Mendota financial group | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 498 | 4.62% | 49,188,823 | 4.83% | 97 | 1.12% | 252 | -0.40% | 160 | 4.58% |
| Dec 31, 2024 | 460 | 5.99% | 46,728,018 | 0.44% | 93 | 1.08% | 244 | 9.91% | 149 | -1.32% |
| Sep 30, 2024 | 431 | 11.37% | 46,521,817 | -0.47% | 92 | 1.06% | 222 | 9.90% | 149 | 22.13% |
| Jun 30, 2024 | 381 | 25.33% | 46,679,232 | 1.51% | 93 | 1.10% | 198 | 36.55% | 122 | 5.17% |
| Mar 31, 2024 | 304 | -3.18% | 45,985,545 | 0.42% | 92 | 1.09% | 145 | -6.45% | 116 | 5.45% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.23M | 6.49% | - |
| iShares Core S&P Mid-Cap ETF | 1.62M | 3.26% | 1.06K |
| Vanguard Total Stock Mkt Idx Inv | 1.52M | 3.05% | 18.24K |
| Vanguard US Total Market Shares ETF | 1.49M | 2.98% | 1.19K |
| iShares Russell 2000 ETF | 1.23M | 2.48% | 603.00 |
| Vanguard Small Cap Index | 1.19M | 2.39% | 7.23K |
| Vanguard Institutional Extnd Mkt Idx Tr | 772.85K | 1.55% | 3.92K |
| Fidelity Blue Chip Growth | 732.02K | 1.47% | -158.70K |
| Vanguard Small Cap Growth Index Inv | 663.15K | 1.33% | -636.00 |
| Invesco OFI Small Cap Growth | 598.60K | 1.20% | -22.63K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 21, 2025 | Pritchett Colleen | - | Sell | $279.89K |
| May 19, 2025 | DEE JAMES D | SVP, Gen Counsel & Sec | Sell | $1.18M |
| May 01, 2025 | SOCCI ELIZABETH A | VP, Contr & Ch Acctg Officer | Sell | $241.83K |
| May 01, 2025 | SOCCI ELIZABETH A | VP, Contr & Ch Acctg Officer | Sell | $275.82K |
| May 01, 2025 | SOCCI ELIZABETH A | VP, Contr & Ch Acctg Officer | Sell | $287.32K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 8 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 7 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 5 |
CRS Ownership FAQ
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