Carpenter Ownership | Who Owns Carpenter?
Carpenter Ownership Summary
Carpenter is owned by 95.82% institutional investors, 2.43% insiders, and 1.75% retail investors. 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 | 95.82% | 2.43% | 1.75% |
| Sector | Industrials Stocks | 46.81% | 12.58% | 40.62% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.63M | 15.35% | $836.03M |
| Blackrock funding, inc. /de | 5.74M | 11.43% | $1.41B |
| Vanguard group | 4.55M | 9.06% | $1.12B |
| Fmr | 3.37M | 6.72% | $827.82M |
| State street | 2.10M | 4.18% | $514.69M |
| Invesco | 1.74M | 3.47% | $428.31M |
| Egerton capital (uk) llp | 1.37M | 2.74% | $337.45M |
| Surgocap partners lp | 1.20M | 2.39% | $294.38M |
| Dimensional fund advisors lp | 952.33K | 1.90% | $233.82M |
| Geode capital management | 897.37K | 1.79% | $220.38M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tyro capital management | 126.25K | 11.52% | $31.00M |
| Forest avenue capital management lp | 630.67K | 11.41% | $154.85M |
| Surgocap partners lp | 1.20M | 8.18% | $294.38M |
| Blue grotto capital | 229.03K | 6.52% | $56.23M |
| Bornite capital management lp | 258.90K | 5.90% | $63.57M |
| Seatown pte. | 41.55K | 5.88% | $10.20M |
| Mountaineer partners management | 40.85K | 5.83% | $10.03M |
| Kinetic partners management, lp | 386.50K | 4.60% | $94.90M |
| Arvin capital management lp | 101.70K | 4.51% | $24.97M |
| Wolf hill capital management, lp | 161.79K | 3.64% | $39.73M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.74M | 0.02% | 956.90K |
| Pointstate capital lp | 838.12K | 3.07% | 693.83K |
| Norges bank | 592.22K | 0.01% | 592.22K |
| Aspex management (hk) | 554.76K | 2.88% | 554.76K |
| Temasek (private) | 596.93K | 0.51% | 533.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 3.37M | 0.04% | -1.40M |
| Castle hook partners lp | - | - | -1.03M |
| Fuller & thaler asset management | 2.30K | 0.00% | -564.37K |
| Egerton capital (uk) llp | 1.37M | 3.56% | -534.73K |
| Hennessy advisors | - | - | -493.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 592.22K | 0.01% | 592.22K | $100.50M |
| Aspex management (hk) | 554.76K | 2.88% | 554.76K | $136.22M |
| Alyeska investment group | 149.37K | 0.11% | 149.37K | $36.68M |
| Parallax volatility advisers | 138.00K | 0.03% | 138.00K | $15.12M |
| Point72 asset management | 114.67K | 0.05% | 114.67K | $28.16M |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Total investment management | -1.00 |
| American capital advisory | -1.00 |
| Tfo-tdc | -1.00 |
| Kayne anderson rudnick investment management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 574 | -2.71% | 48,101,752 | 2.60% | 95 | 1.10% | 307 | -3.76% | 172 | -6.01% |
| Jun 30, 2025 | 596 | 18.73% | 48,964,033 | 1.18% | 97 | 1.05% | 319 | 25.59% | 183 | 14.38% |
| 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% |
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 | 3.25% | - |
| Vanguard US Total Market Shares ETF | 1.49M | 2.98% | 1.19K |
| Vanguard Total Stock Mkt Idx Inv | 1.48M | 2.98% | -31.32K |
| iShares Russell 2000 ETF | 1.21M | 2.43% | - |
| Vanguard Small Cap Index | 1.15M | 2.31% | -7.38K |
| Fidelity Blue Chip Growth | 673.59K | 1.35% | - |
| Vanguard Small Cap Growth Index Inv | 646.50K | 1.30% | -1.22K |
| DFA US Small Cap Value I | 570.21K | 1.14% | -190.35K |
| American Century Small Cap Growth Inv | 543.53K | 1.09% | 336.68K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 09, 2025 | KAROL STEVEN E | - | Sell | $843.77K |
| Aug 18, 2025 | INGLIS I MARTIN | - | Sell | $1.39M |
| Aug 18, 2025 | Thene Tony R | President and CEO | Sell | $1.44M |
| Aug 18, 2025 | Thene Tony R | President and CEO | Sell | $3.22M |
| Jun 12, 2025 | HART ANASTASIOS JOHN | - | Sell | $243.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 9 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 7 |
CRS Ownership FAQ
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