Carpenter Technology Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:XTY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 May 26	Sell€4,455,380	Marshall Akins	Individual	11,815	€379.17
24 Feb 26	Sell€5,251,677	James Dee	Individual	15,800	€333.40
19 Feb 26	Sell€2,102,593	Steven Karol	Individual	6,500	€323.92
09 Dec 25	Sell€7,257,533	Brian Malloy	Individual	27,640	€266.53
26 Nov 25	Sell€1,080,467	Elizabeth Socci	Individual	3,900	€277.04
21 Nov 25	Sell€347,272	Ramin Younessi	Individual	1,300	€267.13
18 Aug 25	Sell€3,989,196	Tony Thene	Individual	19,000	€210.49

Insider Trading Volume

Insider Buying: XTY insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of XTY?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	5,500	0.011%
State or Government	41,932	0.0839%
Individual Insiders	1,215,065	2.43%
Institutions	48,729,164	97.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 64% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.7%	BlackRock, Inc.	5,822,056	€2.3b	9.63%	0.03%
8.51%	FMR LLC	4,227,706	€1.7b	14.8%	0.09%
4.34%	Vanguard Capital Management, LLC	2,154,172	€866.0m	0%	0.02%
4.14%	Vanguard Portfolio Management, LLC	2,056,688	€826.8m	0%	0.04%
4.04%	State Street Global Advisors, Inc.	2,008,815	€807.6m	-1%	0.03%
3.66%	Lone Pine Capital LLC	1,817,940	€730.8m	38.5%	5.42%
2.68%	Egerton Capital (UK) LLP	1,330,920	€535.0m	-14.3%	6.15%
2.41%	SurgoCap Partners LP	1,196,901	€481.2m	3.84%	17.74%
2.2%	Geode Capital Management, LLC	1,092,166	€439.1m	11.9%	0.02%
2.04%	Invesco Capital Management LLC	1,014,897	€408.0m	16.8%	0.11%
1.93%	Invesco Ltd.	960,217	€386.0m	-20.1%	0.1%
1.66%	Sands Capital Management, LLC	823,277	€331.0m	32.4%	1.09%
1.62%	Jennison Associates LLC	805,306	€323.7m	0%	0.2%
1.53%	UBS Asset Management AG	761,628	€306.2m	1.69%	0.02%
1.45%	AQR Capital Management, LLC	719,340	€289.2m	109%	0.15%
1.25%	Norges Bank Investment Management	620,168	€249.3m	0%	0.02%
1.1%	Holocene Advisors, LP	548,885	€220.7m	31.7%	0.55%
1.03%	Bank of America Corporation	512,460	€206.0m	106%	0.05%
1.01%	T. Rowe Price Group, Inc.	504,003	€202.6m	-6.13%	0.02%
1.01%	Tony Thene	501,623	€201.7m	0%	no data
0.97%	Lord, Abbett & Co. LLC	480,172	€193.0m	163%	0.6%
0.96%	WCM Investment Management, LLC	478,314	€192.3m	10.2%	0.27%
0.93%	Allspring Global Investments, LLC	463,109	€186.2m	-12.3%	0.29%
0.92%	Dimensional Fund Advisors LP	456,701	€183.6m	-44.3%	0.02%
0.89%	Columbia Management Investment Advisers, LLC	441,821	€177.6m	-34.6%	0.04%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/05/31 05:53
End of Day Share Price	2026/05/29 00:00
Earnings	2026/03/31
Annual Earnings	2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Carpenter Technology Corporation is covered by 20 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Andre Madrid	BTIG
Jonathan Sullivan	Citigroup Inc
Christopher Olin	Cleveland Research Company