Carpenter Ownership | Who Owns Carpenter?

Overview Forecast RevenueFinancials Chart Transcripts

Carpenter Ownership Summary

Carpenter is owned by 30.64% institutional investors, 2.41% insiders, and 66.94% 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	30.64%	2.41%	66.94%
Sector	Basic Materials Stocks	38.12%	12.67%	49.21%
Industry	Steel Stocks List	26.74%	10.21%	63.05%

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	4.33M	8.63%	$1.71B
Invesco	1.98M	3.94%	$778.49M
State street	1.91M	3.81%	$1.18B
Lone pine capital	1.82M	3.63%	$716.54M
Surgocap partners lp	1.20M	2.39%	$471.76M
Jennison associates	1.19M	2.39%	$735.70M
Geode capital management	1.09M	2.18%	$430.57M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Surgocap partners lp	1.20M	15.75%	$471.76M
Jones road capital management	18.50K	13.19%	$7.29M
Bornite capital management lp	133.20K	8.83%	$52.50M
Forest avenue capital management lp	375.01K	8.77%	$147.81M
Orser capital management	24.06K	7.36%	$14.84M
Mountaineer partners management	35.93K	7.03%	$14.16M
Blue grotto capital	229.03K	6.52%	$56.23M
Third point	310.00K	5.87%	$122.19M
Tyro capital management	135.00K	5.78%	$53.21M
Lone pine capital	1.82M	5.71%	$716.54M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	620.17K	0.02%	620.17K
Fmr	4.33M	0.09%	524.87K
Lone pine capital	1.82M	5.71%	505.00K
Blackrock funding, inc. /de	6.22M	0.06%	394.37K
Jennison associates	1.19M	0.44%	387.38K

Top Sellers

Holder	Shares	% Assets	Change
Egerton capital (uk) llp	-	-	-1.33M
Castle hook partners lp	-	-	-1.03M
Pointstate capital lp	12.95K	0.06%	-599.26K
Aspex management (hk)	-	-	-554.76K
Hennessy advisors	-	-	-493.80K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	620.17K	0.02%	620.17K	$195.25M
Vanguard fiduciary trust	308.27K	0.03%	308.27K	$121.50M
Massachusetts financial services co /ma/	258.36K	0.05%	258.36K	$159.33M
Xn lp	188.80K	2.73%	188.80K	$74.41M
Samlyn capital	185.34K	1.25%	185.34K	$73.05M

Sold Out

Holder	Change
Curio wealth	-1.00
Tfo-tdc	-1.00
Total investment management	-1.00
Breakwater investment management	-2.00
Kayne anderson rudnick investment management	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	498	4.62%	49,188,823	4.83%	97	1.12%	252	-0.40%	160	4.58%

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	1.70M	3.42%	3.90K
Vanguard Total Stock Mkt Idx Inv	1.50M	3.02%	-7.71K
Vanguard Morn Total Stk Mkt Idx Investor	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	2.18%	-6.40K
Fidelity Contrafund	923.48K	1.86%	99.22K
Vanguard Small Cap Growth Index Inv	625.33K	1.26%	12.46K
Vanguard Morn Small Cap Growth Index Inv	625.33K	1.26%	12.46K

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 30.64%, followed by 2.41% insiders and 66.95% retail investors. The average institutional ownership in Carpenter's industry, Steel Stocks List, is 26.74%, 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 15.75% of its assets in 1.2M Carpenter shares, valued at 471.76M$.

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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