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	Role	Shares	Max Price
19 Nov 24	SellUS$2,711,520	Steven Karol	Individual		15,000	US$180.77
03 May 24	SellUS$3,117,608	Steven Karol	Individual		31,000	US$100.57

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CRS?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	5,500	0.011%
State or Government	32,428	0.0649%
General Public	356,224	0.713%
Individual Insiders	1,217,385	2.44%
Institutions	48,337,100	96.8%

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

Top Shareholders

Top 25 shareholders own 68.65% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.9%	BlackRock, Inc.	6,420,504	US$1.1b	-17.1%	0.02%
10.7%	FMR LLC	5,322,002	US$905.9m	24.5%	0.06%
10.5%	The Vanguard Group, Inc.	5,250,734	US$893.7m	-6.44%	0.01%
4.71%	State Street Global Advisors, Inc.	2,352,039	US$400.3m	-7.34%	0.02%
3.45%	Dimensional Fund Advisors LP	1,721,596	US$293.0m	-30.5%	0.05%
2.89%	SurgoCap Partners LP	1,442,069	US$245.5m	118%	15.05%
2.65%	Invesco Ltd.	1,323,200	US$225.2m	73.2%	0.07%
2.28%	Geode Capital Management, LLC	1,138,615	US$193.8m	3.49%	0.01%
1.74%	Third Point LLC	870,000	US$148.1m	31.8%	2.22%
1.44%	Advent International, L.P.	717,646	US$122.2m	-41%	2.34%
1.43%	Columbia Management Investment Advisers, LLC	712,985	US$121.4m	-20.6%	0.03%
1.41%	Charles Schwab Investment Management, Inc.	704,452	US$119.9m	0%	0.02%
1.36%	Northern Trust Global Investments	679,343	US$115.6m	21%	0.02%
1.19%	Norges Bank Investment Management	592,216	US$100.8m	114%	0.01%
1.19%	Allspring Global Investments, LLC	592,034	US$100.8m	428%	0.16%
1.07%	Holocene Advisors, LP	532,670	US$90.7m	390%	0.33%
1.04%	American Century Investment Management Inc	517,142	US$88.0m	7.62%	0.05%
0.93%	Avala Global LP	465,295	US$79.2m	9.82%	5.9%
0.9%	Frontier Capital Management Co LLC	450,468	US$76.7m	-20.7%	0.8%
0.89%	BNY Asset Management	445,138	US$75.8m	-5.57%	0.02%
0.89%	Tony Thene	444,166	US$75.6m	6.84%	no data
0.82%	Steven Karol	409,126	US$69.6m	-2.27%	no data
0.82%	Freestone Grove Partners LP	408,254	US$69.5m	0%	0.94%
0.78%	Fisher Asset Management, LLC	390,229	US$66.4m	7.11%	0.03%
0.78%	Fuller & Thaler Asset Management, Inc.	388,900	US$66.2m	7.77%	0.29%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/21 15:24
End of Day Share Price	2025/04/21 00:00
Earnings	2024/12/31
Annual Earnings	2024/06/30

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 23 analysts. 7 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
Joshua Sullivan	Benchmark Company
Andre Madrid	BTIG
Richard Safran	Buckingham Research Group Inc.