Carpenter Ownership | Who Owns Carpenter?

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Carpenter Ownership Summary

Carpenter is owned by 94.11% institutional investors, 2.52% insiders, and 3.37% 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	94.11%	2.52%	3.37%
Sector	Basic Materials Stocks	58.90%	12.37%	28.73%
Industry	Steel Stocks List	42.38%	8.02%	49.60%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	7.63M	15.35%	$836.03M
Blackrock funding, inc. /de	6.22M	12.43%	$3.83B
Vanguard group	4.51M	8.99%	$1.42B
Fmr	4.18M	8.37%	$2.58B
Vanguard capital management	2.16M	4.32%	$1.33B
State street	1.91M	3.81%	$1.18B
Invesco	1.58M	3.16%	$974.06M
Aqr capital management	1.46M	2.92%	$900.23M
Jennison associates	1.19M	2.39%	$735.70M
Jpmorgan chase	1.18M	2.37%	$719.57M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Surgocap partners lp	686.47K	13.69%	$423.44M
Square wave capital	123.80K	11.39%	$76.36M
Mountaineer partners management	20.89K	9.76%	$12.89M
Tyro capital management	65.20K	9.02%	$40.22M
Orser capital management	24.06K	7.36%	$14.84M
Bornite capital management lp	90.22K	7.00%	$55.65M
Blue grotto capital	229.03K	6.52%	$56.23M
1492 capital management	27.43K	4.99%	$16.92M
Seatown pte.	13.45K	4.98%	$8.29M
Dorsey wright & associates	42.77K	4.47%	$26.38M

Top Buyers

Holder	Shares	% Assets	Change
Jpmorgan chase	1.18M	0.04%	779.01K
Aqr capital management	1.46M	0.31%	735.01K
Goldman sachs group	745.02K	0.04%	552.54K
Norges bank	513.90K	0.03%	513.90K
Sixth street partners management company	449.56K	0.04%	449.56K

Top Sellers

Holder	Shares	% Assets	Change
Egerton capital (uk) llp	-	-	-1.33M
Castle hook partners lp	-	-	-1.03M
Lone pine capital	962.84K	3.63%	-855.10K
Aspex management (hk)	-	-	-554.76K
Surgocap partners lp	686.47K	13.69%	-510.43K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	513.90K	0.03%	513.90K	$316.99M
Sixth street partners management company	449.56K	0.04%	449.56K	$277.30M
Westfield capital management co lp	314.08K	0.63%	314.08K	$193.74M
Massachusetts financial services co /ma/	258.36K	0.05%	258.36K	$159.33M
Capital world investors	212.18K	0.02%	212.18K	$130.88M

Sold Out

Holder	Change
Total investment management	-1.00
Curio wealth	-1.00
Strategic wealth partners	-1.00
Tfo-tdc	-1.00
Breakwater investment management	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	899	24.00%	47,054,300	-0.38%	94	1.06%	546	32.52%	256	20.75%
Mar 31, 2026	408	-37.23%	15,352,181	-68.55%	30	0.32%	235	-26.56%	108	-52.21%
Dec 31, 2025	499	-18.06%	29,760,319	-38.68%	59	0.64%	255	-21.54%	161	-12.50%
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%

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	1.71M	3.43%	52.00
Vanguard MStar Total Stk Mkt Idx Invest	1.50M	3.03%	4.25K
Vanguard Morn Total Stk Mkt Idx Investor	1.50M	3.02%	-7.71K
Vanguard Total Stock Mkt Idx Inv	1.50M	3.02%	-7.71K
Vanguard US Total Market Shares ETF	1.49M	2.98%	1.19K
iShares Russell 2000 ETF	1.21M	2.43%	-
Vanguard Small Cap Index	1.08M	2.19%	2.29K
Fidelity Contrafund	923.48K	1.86%	99.22K
Vanguard MStar Small Cap Growth Indx Inv	627.60K	1.27%	2.27K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 28, 2026	HART ANASTASIOS JOHN	-	Sell	$115.47K
May 04, 2026	HART ANASTASIOS JOHN	-	Sell	$317.90K
May 05, 2026	AKINS MARSHALL D	VP and Chief Comm Officer	Sell	$438.43K
May 05, 2026	AKINS MARSHALL D	VP and Chief Comm Officer	Sell	$244.37K
May 05, 2026	AKINS MARSHALL D	VP and Chief Comm Officer	Sell	$366.49K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	-
2026 Q2	-	10
2026 Q1	-	5
2025 Q4	-	21
2025 Q3	-	4

CRS Ownership FAQ

Who Owns Carpenter?

Carpenter shareholders are primarily institutional investors at 94.11%, followed by 2.52% insiders and 3.37% retail investors. The average institutional ownership in Carpenter's industry, Steel Stocks List, is 42.38%, which Carpenter exceeds.

Who owns the most shares of Carpenter?

Carpenter’s largest shareholders are Blackrock (7.63M shares, 15.35%), Blackrock funding, inc. /de (6.22M shares, 12.43%), and Vanguard group (4.51M shares, 8.99%). Together, they hold 36.78% of Carpenter’s total shares outstanding.

Does Blackrock own Carpenter?

Yes, BlackRock owns 15.35% of Carpenter, totaling 7.63M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 836.03M$. In the last quarter, BlackRock decreased its holdings by -296K shares, a -3.74% change.

Who is Carpenter’s biggest shareholder by percentage of total assets invested?

Surgocap partners lp is Carpenter’s biggest shareholder by percentage of total assets invested, with 13.69% of its assets in 686.47K Carpenter shares, valued at 423.44M$.

Who is the top mutual fund holder of Carpenter shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Carpenter shares, with 6.49% of its total shares outstanding invested in 3.23M Carpenter shares.

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