Carpenter Technology Ownership

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

Recent Insider Transactions

NYSE:CRS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Nov 25	SellUS$1,252,860	Elizabeth Socci	Individual	3,900	US$321.25
21 Nov 25	SellUS$399,347	Ramin Younessi	Individual	1,300	US$307.19
18 Aug 25	SellUS$4,654,838	Tony Thene	Individual	19,000	US$245.62
19 May 25	SellUS$1,175,163	James Dee	Individual	5,000	US$235.03
01 May 25	SellUS$1,010,921	Elizabeth Socci	Individual	5,000	US$204.67

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of CRS?
Owner Type	Number of Shares	Ownership Percentage
State or Government	44,887	0.0887%
Private Companies	172,099	0.34%
Individual Insiders	1,249,601	2.47%
Institutions	49,112,248	97.1%

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

Top Shareholders

Top 25 shareholders own 61.72% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.5%	BlackRock, Inc.	5,738,291	US$1.8b	20%	0.02%
9.13%	The Vanguard Group, Inc.	4,547,662	US$1.4b	-2.36%	0.02%
6.34%	FMR LLC	3,157,214	US$973.2m	-30.5%	0.05%
4.21%	State Street Global Advisors, Inc.	2,096,145	US$646.2m	10.1%	0.02%
2.76%	Egerton Capital (UK) LLP	1,374,333	US$423.7m	-28%	4.37%
2.64%	Invesco Ltd.	1,315,170	US$405.4m	-3.17%	0.1%
2.41%	SurgoCap Partners LP	1,198,895	US$369.6m	29.5%	10.18%
1.91%	Dimensional Fund Advisors LP	952,325	US$293.6m	-12.6%	0.04%
1.8%	Geode Capital Management, LLC	897,372	US$276.6m	-10.2%	0.01%
1.71%	Third Point LLC	850,000	US$262.0m	13.3%	3.16%
1.68%	PointState Capital LP	838,123	US$258.4m	481%	4.32%
1.27%	Columbia Management Investment Advisers, LLC	631,088	US$194.5m	20.5%	0.04%
1.27%	Forest Avenue Capital Management LP	630,668	US$194.4m	31.7%	13.62%
1.24%	Qube Research & Technologies Ltd	617,948	US$190.5m	112%	0.28%
1.2%	Temasek Holdings (Private) Limited	596,935	US$184.0m	834%	0.12%
1.18%	T. Rowe Price Group, Inc.	589,117	US$181.6m	17.9%	0.01%
1.18%	Barclays PLC	587,240	US$181.0m	9.92%	0.09%
1.12%	Advent International, L.P.	557,903	US$172.0m	-17.4%	2.36%
1.11%	Aspex Management (HK) Limited	554,758	US$171.0m	0%	4.19%
1.1%	Allspring Global Investments, LLC	550,055	US$169.6m	15%	0.24%
1.01%	D1 Capital Partners L.P.	505,329	US$155.8m	-38.5%	1.69%
1.01%	William Blair Investment Management, LLC	504,386	US$155.5m	-4.11%	0.18%
1.01%	Tony Thene	501,623	US$154.6m	12.9%	no data
0.98%	Morgan Stanley	487,208	US$150.2m	-32.4%	0.01%
0.94%	American Century Investment Management Inc	467,702	US$144.2m	4.05%	0.06%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/09 06:12
End of Day Share Price	2025/12/09 00:00
Earnings	2025/09/30
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 15 analysts. 6 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