Carpenter Ownership | Who Owns Carpenter?
Carpenter Ownership Summary
Carpenter is owned by 93.08% institutional investors, 2.48% insiders, and 4.44% 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 | 93.08% | 2.48% | 4.44% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.63M | 15.35% | $836.03M |
| Blackrock funding, inc. /de | 6.42M | 12.82% | $1.09B |
| Vanguard group | 5.25M | 10.48% | $891.10M |
| Fmr | 4.44M | 8.87% | $754.29M |
| State street | 2.35M | 4.69% | $399.16M |
| Dimensional fund advisors lp | 1.72M | 3.44% | $292.17M |
| Invesco | 1.54M | 3.07% | $260.88M |
| Surgocap partners lp | 1.44M | 2.88% | $244.73M |
| Geode capital management | 1.14M | 2.27% | $193.28M |
| Third point | 870.00K | 1.74% | $147.65M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bayberry capital partners lp | 244.00K | 15.78% | $41.41M |
| Surgocap partners lp | 1.44M | 12.61% | $244.73M |
| Tyro capital management | 178.69K | 9.93% | $30.33M |
| Blue grotto capital | 277.80K | 8.62% | $47.15M |
| Arvin capital management lp | 103.69K | 4.93% | $17.60M |
| Avala global lp | 465.30K | 4.92% | $78.97M |
| Forest avenue capital management lp | 301.47K | 4.68% | $51.16M |
| Wolf hill capital management, lp | 360.90K | 4.40% | $61.25M |
| Pelham capital | 42.96K | 4.26% | $7.29M |
| 1492 capital management | 47.24K | 3.81% | $8.02M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 4.44M | 0.04% | 979.31K |
| Surgocap partners lp | 1.44M | 12.61% | 779.36K |
| Norges bank | 592.22K | 0.01% | 592.22K |
| Allspring global investments | 592.03K | 0.17% | 479.99K |
| Holocene advisors, lp | 532.67K | 0.29% | 424.03K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.42M | 0.02% | -1.33M |
| Dimensional fund advisors lp | 1.72M | 0.07% | -754.01K |
| Advent corp/ma | 717.65K | 2.85% | -497.95K |
| Hennessy advisors | - | - | -493.80K |
| Vanguard group | 5.25M | 0.02% | -361.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 592.22K | 0.01% | 592.22K | $100.50M |
| Parallax volatility advisers | 138.00K | 0.03% | 138.00K | $15.12M |
| Alua capital management lp | 123.66K | 1.30% | 123.66K | $20.99M |
| Raymond james financial | 110.37K | 0.01% | 110.37K | $18.73M |
| Susquehanna fundamental investments | 84.15K | 0.20% | 84.15K | $14.28M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Kayne anderson rudnick investment management | -2.00 |
| Claris advisors, llc / mo / | -3.00 |
| Mendota financial group | -4.00 |
| Abound wealth management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 460 | 5.99% | 46,728,018 | 0.44% | 93 | 1.08% | 244 | 9.91% | 149 | -1.32% |
| Sep 30, 2024 | 431 | 11.37% | 46,521,817 | -0.47% | 92 | 1.06% | 222 | 9.90% | 149 | 22.13% |
| Jun 30, 2024 | 381 | 25.33% | 46,679,232 | 1.51% | 93 | 1.10% | 198 | 36.55% | 122 | 5.17% |
| Mar 31, 2024 | 304 | -3.18% | 45,985,545 | 0.42% | 92 | 1.09% | 145 | -6.45% | 116 | 5.45% |
| Dec 31, 2023 | 314 | 7.53% | 45,795,167 | 0.37% | 92 | 1.07% | 155 | 9.93% | 110 | 3.77% |
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 | 1.63M | 3.27% | 2.86K |
| Vanguard Total Stock Mkt Idx Inv | 1.49M | 2.99% | 7.73K |
| Vanguard US Total Market Shares ETF | 1.49M | 2.98% | 1.19K |
| iShares Russell 2000 ETF | 1.27M | 2.54% | -10.95K |
| Vanguard Small Cap Index | 1.21M | 2.42% | 987.00 |
| Fidelity Blue Chip Growth | 890.72K | 1.78% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 757.15K | 1.52% | 1.84K |
| Vanguard Small Cap Growth Index Inv | 679.08K | 1.36% | -3.82K |
| Invesco OFI Small Cap Growth | 621.23K | 1.24% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 04, 2025 | ACOFF VIOLA L | - | Sell | $807.33K |
| Nov 20, 2024 | LAIN TIMOTHY | SVP and CFO | Sell | $595.09K |
| Nov 20, 2024 | Thene Tony R | President and CEO | Sell | $4.71M |
| Nov 20, 2024 | Thene Tony R | President and CEO | Sell | $218.07K |
| Nov 20, 2024 | Thene Tony R | President and CEO | Sell | $237.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 7 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 5 |
| 2024 Q1 | - | - |
CRS Ownership FAQ
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