Carpenter Ownership | Who Owns Carpenter?
Carpenter Ownership Summary
Carpenter is owned by 97.54% institutional investors, 2.35% insiders, and 0.11% 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 | 97.54% | 2.35% | 0.11% |
| Sector | Industrials Stocks | 64.11% | 12.70% | 23.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.63M | 15.35% | $836.03M |
| Vanguard group | 5.25M | 10.48% | $891.10M |
| Blackrock funding, inc. /de | 4.78M | 9.52% | $1.32B |
| 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 |
| Geode capital management | 1.14M | 2.27% | $193.28M |
| Castle hook partners lp | 1.03M | 2.06% | $285.80M |
| Surgocap partners lp | 926.00K | 1.84% | $255.93M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Surgocap partners lp | 926.00K | 9.66% | $255.93M |
| Tyro capital management | 77.67K | 8.42% | $21.47M |
| Pelham capital | 49.61K | 6.38% | $13.71M |
| Advent corp/ma | 675.33K | 6.06% | $186.65M |
| Seatown pte. | 33.00K | 5.37% | $9.12M |
| Blue grotto capital | 160.00K | 5.34% | $44.22M |
| Kinetic partners management, lp | 334.70K | 5.06% | $92.50M |
| Avala global lp | 465.30K | 4.92% | $78.97M |
| Forest avenue capital management lp | 301.47K | 4.68% | $51.16M |
| Bornite capital management lp | 150.00K | 4.15% | $41.46M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Castle hook partners lp | 1.03M | 1.62% | 1.03M |
| Fmr | 4.44M | 0.04% | 979.31K |
| Norges bank | 592.22K | 0.01% | 592.22K |
| William blair investment management | 487.70K | 0.36% | 487.70K |
| Allspring global investments | 592.03K | 0.17% | 479.99K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.78M | 0.03% | -1.56M |
| Dimensional fund advisors lp | 1.72M | 0.07% | -754.01K |
| Surgocap partners lp | 926.00K | 9.66% | -686.00K |
| Hennessy advisors | - | - | -493.80K |
| Vanguard group | 5.25M | 0.02% | -361.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Castle hook partners lp | 1.03M | 1.62% | 1.03M | $285.80M |
| Norges bank | 592.22K | 0.01% | 592.22K | $100.50M |
| William blair investment management | 487.70K | 0.36% | 487.70K | $134.79M |
| Toms capital investment management lp | 386.00K | 3.46% | 386.00K | $106.68M |
| Kinetic partners management, lp | 334.70K | 5.06% | 334.70K | $92.50M |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Tfo-tdc | -1.00 |
| American capital advisory | -1.00 |
| Kayne anderson rudnick investment management | -2.00 |
| Golden state wealth management | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 381 | 25.33% | 46,679,232 | 1.51% | 93 | 1.10% | 198 | 36.55% | 122 | 5.17% |
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% | -2.92K |
| 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% | 2.03K |
| 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 |
|---|---|---|---|---|
| Aug 18, 2025 | INGLIS I MARTIN | - | Sell | $1.39M |
| Aug 18, 2025 | Thene Tony R | President and CEO | Sell | $3.22M |
| Aug 18, 2025 | Thene Tony R | President and CEO | Sell | $1.44M |
| Jun 12, 2025 | HART ANASTASIOS JOHN | - | Sell | $243.72K |
| May 21, 2025 | Pritchett Colleen | - | Sell | $279.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 9 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 7 |
| 2024 Q3 | - | 2 |
CRS Ownership FAQ
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