Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

CARPENTER TECHNOLOGY CORP

CIK 0000017843CRS· quarter ending 2026-06-30
Shares outstanding
49,558,566
Held by 13F filers
46,691,990
94.2% of shares outstanding
Holders
881
+180 vs 2026-03-31 · 237 new, 57 exited
Value
$28.9B
shares -1.2% vs prior quarter

Share classes (cover page of the 10-K filed 2026-08-12, as of 2026-08-07)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockCRS · NYSE49,558,56646,691,99094.2%881144285103

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
144285103COM88146,691,99049,558,56694.2%$28.9B13 call / 14 put13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 3 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 881 · 144285103)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.6,216,56012.54%$3.8B+394,367 (+6.8%)
2FMR LLC4,184,6988.44%$2.6B-141,407 (-3.3%)
3VANGUARD CAPITAL MANAGEMENT LLC2,161,3244.36%$1.3B+7,152 (+0.3%)
4VANGUARD PORTFOLIO MANAGEMENT LLC2,113,9454.27%$1.3B+57,257 (+2.8%)
5STATE STREET CORP1,907,1723.85%$1.2B-101,643 (-5.1%)
6Invesco Ltd.1,579,1103.19%$974.1M-396,004 (-20.0%)
7AQR CAPITAL MANAGEMENT LLC1,459,4262.94%$900.2M+735,006 (+101.5%)
8JENNISON ASSOCIATES LLC1,192,6862.41%$735.7M+387,380 (+48.1%)
9JPMORGAN CHASE & CO1,183,1092.39%$719.6M+779,015 (+192.8%)
10GEODE CAPITAL MANAGEMENT, LLC1,005,3772.03%$620.3M-86,789 (-7.9%)
11LONE PINE CAPITAL LLC962,8391.94%$593.9M-855,101 (-47.0%)
12SANDS CAPITAL MANAGEMENT, LLC786,1501.59%$484.9M-37,127 (-4.5%)
13GOLDMAN SACHS GROUP INC745,0211.50%$459.6M+552,543 (+287.1%)
14SurgoCap Partners LP686,4731.39%$423.4M-510,428 (-42.6%)
15PRICE T ROWE ASSOCIATES INC /MD/608,7221.23%$375.5M+104,719 (+20.8%)
16NORGES BANK513,8981.04%$317.0MNEW
17WELLINGTON MANAGEMENT GROUP LLP506,1671.02%$312.2M+228,290 (+82.2%)
18ALLIANCEBERNSTEIN L.P.462,5900.93%$182.3M+340,949 (+280.3%)
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC449,5560.91%$277.3M+23,801 (+5.6%)
20LORD, ABBETT & CO. LLC439,5960.89%$271.2M-40,576 (-8.5%)
21NORTHERN TRUST CORP437,6070.88%$269.9M+12,323 (+2.9%)
22Allspring Global Investments Holdings, LLC424,8270.86%$259.2M-38,282 (-8.3%)
23DIMENSIONAL FUND ADVISORS LP421,9770.85%$260.3M-34,724 (-7.6%)
24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.398,1280.80%$245.6M+31,552 (+8.6%)
25MORGAN STANLEY389,4210.79%$240.2M+39,629 (+11.3%)
26Bank of New York Mellon Corp374,8980.76%$231.3M-24,806 (-6.2%)
27JANE STREET GROUP, LLC356,1560.72%$219.7M+195,025 (+121.0%)
28UBS Group AG341,4640.69%$210.6M-197,452 (-36.6%)
29WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC332,6070.67%$205.2M-18,289 (-5.2%)
30VANGUARD FIDUCIARY TRUST CO318,7310.64%$196.6M+10,464 (+3.4%)
31Holocene Advisors, LP314,4830.63%$194.0M-234,402 (-42.7%)
32WESTFIELD CAPITAL MANAGEMENT CO LP314,0820.63%$193.7MNEW
33RAYMOND JAMES FINANCIAL INC313,5110.63%$193.4M-83,239 (-21.0%)
34BANK OF AMERICA CORP /DE/300,2270.61%$185.2M-220,165 (-42.3%)
35BESSEMER GROUP INC292,4270.59%$180.4M+292,168 (+112806.2%)
36TimesSquare Capital Management, LLC291,6220.59%$179.9M-1,657 (-0.6%)
37Qube Research & Technologies Ltd287,7580.58%$177.5M+268,104 (+1364.1%)
38MASSACHUSETTS FINANCIAL SERVICES CO /MA/258,3630.52%$159.3MNEW
39WCM INVESTMENT MANAGEMENT, LLC249,0500.50%$151.2M-229,264 (-47.9%)
40Fisher Asset Management, LLC236,7980.48%$146.1M-11,029 (-4.5%)
41Zurcher Kantonalbank (Zurich Cantonalbank)236,0160.48%$145.6M-43,496 (-15.6%)
42UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC234,3670.47%$144.6M+11,655 (+5.2%)
43Driehaus Capital Management LLC227,2030.46%$140.1M-88,254 (-28.0%)
44FRANKLIN RESOURCES INC225,8290.46%$139.3M-198,552 (-46.8%)
45Third Point LLC215,0000.43%$132.6M-95,000 (-30.6%)
46Capital World Investors212,1830.43%$130.9MNEW
47Nuveen, LLC189,0820.38%$116.6M-37,202 (-16.4%)
48LPL Financial LLC186,1040.38%$114.8M+11,581 (+6.6%)
49SAMLYN CAPITAL, LLC183,0690.37%$112.9M-2,269 (-1.2%)
50AMERIPRISE FINANCIAL INC175,9900.36%$108.9M-265,831 (-60.2%)
51XN LP171,1700.35%$105.6M-17,627 (-9.3%)
52Forest Avenue Capital Management LP164,2190.33%$101.3M-210,793 (-56.2%)
53D. E. Shaw & Co., Inc.161,1720.33%$99.4M+10,687 (+7.1%)
54BOWEN HANES & CO INC160,0000.32%$63.1M—
55VOYA INVESTMENT MANAGEMENT LLC154,6750.31%$95.4M+6,108 (+4.1%)
56TWO SIGMA INVESTMENTS, LP146,0560.29%$90.1M+105,532 (+260.4%)
57RHUMBLINE ADVISERS144,3790.29%$89.1M+4,299 (+3.1%)
58PNC Financial Services Group, Inc.144,2750.29%$89.0M+5,399 (+3.9%)
59ENVESTNET ASSET MANAGEMENT INC126,8120.26%$78.2M+26,877 (+26.9%)
60Square Wave Capital, LLC123,8000.25%$76.4M+77,800 (+169.1%)
61AMERICAN CENTURY COMPANIES INC122,4600.25%$75.5M-230,363 (-65.3%)
62MILLENNIUM MANAGEMENT LLC122,0910.25%$75.3M+100,975 (+478.2%)
63Advent International, L.P.119,5920.24%$73.8M-117,137 (-49.5%)
641832 Asset Management L.P.114,5090.23%$70.6M+33,896 (+42.0%)
65NATIXIS112,6990.23%$69.5MNEW
66PRINCIPAL FINANCIAL GROUP INC112,2740.23%$69.3M+985 (+0.9%)
67HAWK RIDGE CAPITAL MANAGEMENT LP107,1380.22%$66.1M-1,914 (-1.8%)
68Gotham Asset Management, LLC104,1680.21%$64.3M+18,580 (+21.7%)
69AVIVA PLC104,1620.21%$64.3MNEW
70California Public Employees Retirement System103,3060.21%$63.7M+2,648 (+2.6%)
71Granahan Investment Management, LLC96,9810.20%$59.8M-142,488 (-59.5%)
72Swiss National Bank95,8200.19%$59.1M-2,680 (-2.7%)
73OBERWEIS ASSET MANAGEMENT INC/93,2730.19%$57.5M-1,160 (-1.2%)
74Bornite Capital Management LP90,2200.18%$55.7M-42,980 (-32.3%)
75Connor, Clark & Lunn Investment Management Ltd.90,0070.18%$55.5M-13,214 (-12.8%)
76WELLS FARGO & COMPANY/MN89,3620.18%$55.1M+12,196 (+15.8%)
77CONGRESS ASSET MANAGEMENT CO80,7790.16%$49.8M-2,159 (-2.6%)
78FRONTIER CAPITAL MANAGEMENT CO LLC80,4880.16%$49.6M-18,646 (-18.8%)
79BARCLAYS PLC79,6610.16%$49.1M-165,192 (-67.5%)
80Legal & General Group Plc76,8910.16%$47.4M-2,037 (-2.6%)
81FIRST TRUST ADVISORS LP76,4150.15%$47.1M+19,853 (+35.1%)
82Mariner, LLC73,4240.15%$45.3M+36,455 (+98.6%)
83Russell Investments Group, Ltd.71,2640.14%$44.0M+3,293 (+4.8%)
84SCHRODER INVESTMENT MANAGEMENT GROUP69,2160.14%$42.0M-25,755 (-27.1%)
85Retirement Systems of Alabama67,5710.14%$41.7M-9,674 (-12.5%)
86IEQ CAPITAL, LLC67,2580.14%$41.5M+37,923 (+129.3%)
87Tyro Capital Management LLC65,1970.13%$40.2M-69,807 (-51.7%)
88SUSQUEHANNA INTERNATIONAL GROUP, LLP64,9170.13%$40.0M+55,541 (+592.4%)
89SEI INVESTMENTS CO64,3480.13%$39.7M-25,487 (-28.4%)
90BNP PARIBAS FINANCIAL MARKETS57,7220.12%$35.6M+42,878 (+288.9%)
91CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM54,9450.11%$33.9M-2,717 (-4.7%)
92Night Owl Capital Management, LLC53,2140.11%$32.8M+797 (+1.5%)
93VAN ECK ASSOCIATES CORP53,0960.11%$32.8M+12,471 (+30.7%)
94STATE OF WISCONSIN INVESTMENT BOARD52,8870.11%$32.6M-12,210 (-18.8%)
95CAPITAL FUND MANAGEMENT S.A.52,6740.11%$32.5M-2,117 (-3.9%)
96NAVELLIER & ASSOCIATES INC52,5730.11%$32.4M+3,730 (+7.6%)
97ALGERT GLOBAL LLC52,4510.11%$32.4M+12,444 (+31.1%)
98GW&K Investment Management, LLC52,2720.11%$32.2M-23,146 (-30.7%)
99Cambridge Investment Research Advisors, Inc.51,9740.10%$32.1M+27,105 (+109.0%)
100Jump Financial, LLC51,6020.10%$31.8M+45,211 (+707.4%)
101Curi Capital, LLC51,3550.10%$31.7M-8,875 (-14.7%)
102Bridgewater Associates, LP48,8560.10%$30.1M+6,399 (+15.1%)
103Creative Planning45,6570.09%$28.2M+15,341 (+50.6%)
104NEW YORK STATE TEACHERS RETIREMENT SYSTEM45,1480.09%$27.8M-5,947 (-11.6%)
105Nicholas Investment Partners, LP43,6530.09%$26.9M+1,897 (+4.5%)
106NEW YORK STATE COMMON RETIREMENT FUND43,4000.09%$26.8M-1,907 (-4.2%)
107Daiwa Securities Group Inc.43,0310.09%$26.5M+6,165 (+16.7%)
108ROYAL BANK OF CANADA42,8710.09%$26.4M+7,001 (+19.5%)
109Dorsey Wright & Associates42,7720.09%$26.4M-17,160 (-28.6%)
110Brevan Howard Capital Management LP41,5350.08%$25.6M+31,987 (+335.0%)
111VANGUARD ASSET MANAGEMENT, Ltd39,9880.08%$24.7M+1,354 (+3.5%)
112STIFEL FINANCIAL CORP39,1110.08%$24.1M+565 (+1.5%)
113NEXT CENTURY GROWTH INVESTORS LLC38,4890.08%$23.7M-18,690 (-32.7%)
114Cerity Partners LLC38,3520.08%$23.7M+15,717 (+69.4%)
115OSAIC HOLDINGS, INC.38,0610.08%$23.5M+3,680 (+10.7%)
116STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM37,8350.08%$23.3M+2,818 (+8.0%)
117TUDOR INVESTMENT CORP ET AL37,4700.08%$23.1MNEW
118Cetera Investment Advisers36,5060.07%$22.5M+3,924 (+12.0%)
119NATIXIS ADVISORS, LLC36,0830.07%$22.3M+8,198 (+29.4%)
120Overbrook Management Corp35,2540.07%$21.7M+13,879 (+64.9%)
121INTRINSIC EDGE CAPITAL MANAGEMENT LLC35,2300.07%$21.7M+5,000 (+16.5%)
122WEALTH ENHANCEMENT ADVISORY SERVICES, LLC34,0070.07%$18.3M+13,772 (+68.1%)
123Junto Capital Management LP33,0430.07%$20.4M-87,314 (-72.5%)
124Erste Asset Management GmbH32,5690.07%$19.8M+6,239 (+23.7%)
125SG Capital Management LLC32,4640.07%$20.0M-23,839 (-42.3%)
126Arvin Capital Management LP31,8010.06%$19.6M-14,499 (-31.3%)
127FEDERATED HERMES, INC.31,5950.06%$19.5M+25,169 (+391.7%)
128KEYSTONE INVESTORS PTE LTD31,1650.06%$19.2MNEW
129Kinetic Partners Management, LP31,0000.06%$19.1M-40,800 (-56.8%)
130CANADA LIFE ASSURANCE Co30,4590.06%$18.8M+22 (+0.1%)
131Universal- Beteiligungs- und Servicegesellschaft mbH29,6830.06%$18.3M-11,060 (-27.1%)
132Hodges Capital Management Inc.29,5620.06%$18.2M-3,612 (-10.9%)
133PANAGORA ASSET MANAGEMENT INC28,8570.06%$17.8M+27,311 (+1766.6%)
134MERCER GLOBAL ADVISORS INC /ADV28,7980.06%$17.8M+15,458 (+115.9%)
135Tidal Investments LLC28,3760.06%$17.5M-2,779 (-8.9%)
136Buckland Partners Management Co LLC28,0000.06%$17.3M—
137CITIGROUP INC27,6170.06%$17.0M+2,617 (+10.5%)
138NORDEA INVESTMENT MANAGEMENT AB27,5360.06%$17.0M+1,210 (+4.6%)
1391492 Capital Management LLC27,4250.06%$16.9M-1,750 (-6.0%)
140MANUFACTURERS LIFE INSURANCE COMPANY, THE27,3570.06%$16.9M-2,250 (-7.6%)
141Renaissance Investment Group LLC27,2960.06%$16.8M+78 (+0.3%)
142Janney Montgomery Scott LLC26,2340.05%$16.2M-643 (-2.4%)
143CHASE INVESTMENT COUNSEL CORP26,1680.05%$16.1M+433 (+1.7%)
144MetLife Investment Management, LLC25,7950.05%$15.9M+934 (+3.8%)
145Advisors Asset Management, Inc.25,4890.05%$15.7M-3,452 (-11.9%)
146Treasurer of the State of North Carolina24,5840.05%$15.2M+3,984 (+19.3%)
147TOKIO MARINE ASSET MANAGEMENT CO LTD24,2300.05%$14.9MNEW
148ORSER CAPITAL MANAGEMENT, LLC24,0580.05%$14.8M-485 (-2.0%)
149AMALGAMATED BANK23,5650.05%$14.5M+472 (+2.0%)
150BNP PARIBAS ASSET MANAGEMENT Holding S.A.23,1590.05%$14.3M-5,503 (-19.2%)
151Transamerica Financial Advisors, LLC22,4280.05%$13.8M-706 (-3.1%)
152Aventail Capital Group, LP22,3190.05%$13.8MNEW
153VOLORIDGE INVESTMENT MANAGEMENT, LLC22,2710.04%$13.7MNEW
154Police & Firemen's Retirement System of New Jersey21,7620.04%$13.4M+1,401 (+6.9%)
155Concurrent Investment Advisors, LLC21,2060.04%$13.1M+15,729 (+287.2%)
156WORLDQUANT MILLENNIUM ADVISORS LLC21,2010.04%$13.1M+9,563 (+82.2%)
157Jupiter Topco LLC21,1880.04%$13.1MNEW
158Mountaineer Partners Management, LLC20,8940.04%$12.9M-15,035 (-41.8%)
159JONES FINANCIAL COMPANIES LLLP20,7670.04%$12.3M+9,869 (+90.6%)
160NOMURA ASSET MANAGEMENT INTERNATIONAL INC.20,5490.04%$12.7M-5,821 (-22.1%)
161Vanguard Global Advisers, LLC20,4380.04%$12.6M-1,019 (-4.7%)
162Jain Global LLC20,2680.04%$12.5M-10,466 (-34.1%)
163PRUDENTIAL FINANCIAL INC20,1320.04%$12.4M+6,903 (+52.2%)
164Bank Julius Baer & Co. Ltd, Zurich20,1210.04%$12.4M+4,829 (+31.6%)
165State of Tennessee, Department of Treasury19,5580.04%$12.1M-1,774 (-8.3%)
166Allianz Asset Management GmbH19,3370.04%$11.9M-1,017 (-5.0%)
167Baird Financial Group, Inc.19,1560.04%$11.8M+17,447 (+1020.9%)
168HighTower Advisors, LLC19,0860.04%$11.8M+4,073 (+27.1%)
169DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.18,6760.04%$11.5M+5,580 (+42.6%)
170MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC18,4470.04%$11.4M-641 (-3.4%)
171Rockefeller Capital Management L.P.18,2090.04%$11.2M+9,541 (+110.1%)
172VICTORY CAPITAL MANAGEMENT INC17,8180.04%$11.0M+7,148 (+67.0%)
173Handelsbanken Fonder AB17,2400.03%$10.6M+3,040 (+21.4%)
174Oribel Capital Management, LP17,2000.03%$10.6M-49,500 (-74.2%)
175Phocas Financial Corp.17,1540.03%$10.6M-905 (-5.0%)
176TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY15,7290.03%$9.7M—
177PARADIGM CAPITAL MANAGEMENT INC/NY15,6000.03%$9.6M—
178Lombard Odier Asset Management (Europe) Ltd15,5830.03%$9.6M+5,845 (+60.0%)
179Focus Partners Wealth15,4560.03%$9.5M+5,554 (+56.1%)
180COMMONWEALTH EQUITY SERVICES, LLC15,2140.03%$9.4M+4,017 (+35.9%)
181State of New Jersey Common Pension Fund D15,1100.03%$9.3M-1,903 (-11.2%)
182Pathstone Holdings, LLC14,9460.03%$9.2M+293 (+2.0%)
183Empowered Funds, LLC14,5380.03%$9.0M-6,456 (-30.8%)
184Louisiana State Employees Retirement System14,5000.03%$8.9M+100 (+0.7%)
185Mezzasalma Advisors, LLC14,4810.03%$8.9M+349 (+2.5%)
186PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO14,3700.03%$8.9M-257 (-1.8%)
187EXCHANGE TRADED CONCEPTS, LLC14,2570.03%$8.8M+6,551 (+85.0%)
188JB Capital LLC14,1040.03%$8.7M+672 (+5.0%)
189YOUSIF CAPITAL MANAGEMENT, LLC13,9260.03%$8.6M-916 (-6.2%)
190CVFG LLC13,8550.03%$8.5M—
191Quantinno Capital Management LP13,5960.03%$8.4M+4,383 (+47.6%)
192NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO13,5690.03%$8.4M-902 (-6.2%)
193Strengthening Families & Communities, LLC13,5310.03%$8.3M+75 (+0.6%)
194NISA INVESTMENT ADVISORS, LLC13,5270.03%$8.3M-1,348 (-9.1%)
195KBC Group NV13,5020.03%$8.3M—
196FIFTH THIRD BANCORP13,4840.03%$8.3M-1,864 (-12.1%)
197SeaTown Holdings Pte. Ltd.13,4450.03%$8.3M-13,450 (-50.0%)
198ARIZONA STATE RETIREMENT SYSTEM13,0570.03%$8.1M-637 (-4.7%)
199ICON ADVISERS INC/CO13,0000.03%$8.0M-3,000 (-18.8%)
200CAPTRUST FINANCIAL ADVISORS12,6890.03%$7.8M+7,380 (+139.0%)
201TITAN GLOBAL CAPITAL MANAGEMENT USA LLC12,6640.03%$7.8M-18 (-0.1%)
202ZACKS INVESTMENT MANAGEMENT12,4820.03%$7.7M-915 (-6.8%)
203VIRGINIA RETIREMENT SYSTEMS ET Al12,4820.03%$7.7M+100 (+0.8%)
204CIBC WORLD MARKET INC.12,3250.02%$7.6M-583 (-4.5%)
205TD Waterhouse Canada Inc.12,2370.02%$7.5M+11,321 (+1235.9%)
206Vanguard Investments Australia, Ltd.12,1430.02%$7.5M-414 (-3.3%)
207Thrivent Financial for Lutherans12,0330.02%$7.4M-434 (-3.5%)
208COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS11,8950.02%$7.3M-585 (-4.7%)
209Lisanti Capital Growth, LLC11,6650.02%$7.2M-9,310 (-44.4%)
210STATE OF MICHIGAN RETIREMENT SYSTEM11,6000.02%$7.2M-400 (-3.3%)
211New Age Alpha Advisors, LLC11,4920.02%$7.1M-309 (-2.6%)
212NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC11,1770.02%$6.9M+19 (+0.2%)
213GABELLI FUNDS LLC10,9950.02%$6.8M+236 (+2.2%)
214Schonfeld Strategic Advisors LLC10,9840.02%$6.8M-16,266 (-59.7%)
215KLP KAPITALFORVALTNING AS10,9000.02%$6.7M-100 (-0.9%)
216Temasek Holdings (Private) Ltd10,8330.02%$6.7M—
217XPONANCE LLC10,8150.02%$6.7M+3,678 (+51.5%)
218Bleakley Financial Group, LLC10,5160.02%$6.5MNEW
219NEW MEXICO EDUCATIONAL RETIREMENT BOARD10,5000.02%$6.5M—
220Y-Intercept (Hong Kong) Ltd10,3090.02%$6.4M+6,970 (+208.7%)
221OREGON PUBLIC EMPLOYEES RETIREMENT FUND10,2600.02%$6.3M+63 (+0.6%)
222GREAT LAKES ADVISORS, LLC10,2240.02%$6.3M-1,027 (-9.1%)
223Rafferty Asset Management, LLC10,0640.02%$6.2M-3,311 (-24.8%)
224EULAV Asset Management10,0020.02%$6.2M-36,998 (-78.7%)
225CREDIT AGRICOLE S A10,0000.02%$6.2M-1,000 (-9.1%)
226RH Tailwind Management, LLC10,0000.02%$6.2MNEW
227Prescott Group Capital Management, L.L.C.10,0000.02%$6.2MNEW
228HANCOCK WHITNEY CORP9,8900.02%$6.1M-47 (-0.5%)
229Legato Capital Management LLC9,8470.02%$6.1M-2,405 (-19.6%)
230MACKENZIE FINANCIAL CORP9,7230.02%$6.0MNEW
231Calamos Advisors LLC9,6650.02%$6.0M-3,431 (-26.2%)
232MML INVESTORS SERVICES, LLC9,4580.02%$5.8M+1,850 (+24.3%)
233&PARTNERS9,4030.02%$5.8M+579 (+6.6%)
234COOKSON PEIRCE & CO INC9,3520.02%$5.8M+965 (+11.5%)
235Ameritas Investment Partners, Inc.9,1440.02%$5.6M-32 (-0.3%)
236FIL Ltd8,9930.02%$5.5MNEW
237Fi3 FINANCIAL ADVISORS, LLC8,8270.02%$252KNEW
238Future Fund LLC8,7810.02%$5.4M+528 (+6.4%)
239BANK OF MONTREAL /CAN/8,7310.02%$5.4M+413 (+5.0%)
240Allworth Financial LP8,6400.02%$5.3M+1,084 (+14.3%)
241Guided Capital Wealth Management, LLC8,4810.02%$5.2M-516 (-5.7%)
242Atria Investments, Inc8,4450.02%$5.2M+350 (+4.3%)
243Federation des caisses Desjardins du Quebec8,3450.02%$5.1M-2,038 (-19.6%)
244Integrated Wealth Concepts LLC8,3390.02%$5.1M+1,591 (+23.6%)
245USS Investment Management Ltd8,3000.02%$5.1MNEW
246One Capital Management, LLC8,2800.02%$3.3M—
247LAZARD ASSET MANAGEMENT LLC8,2370.02%$5.1M+1,085 (+15.2%)
248DIVERSIFY WEALTH MANAGEMENT, LLC8,1250.02%$4.7M+2,834 (+53.6%)
249Diversify Advisory Services, LLC8,1250.02%$4.7MNEW
250Silvant Capital Management LLC8,1080.02%$5.0M+114 (+1.4%)
Exited since 2026-03-31 (57 filers; largest 25 shown)
Egerton Capital (UK) LLP−1,330,920
Point72 Asset Management, L.P.−250,173
TOMS Capital Investment Management LP−176,000
Alyeska Investment Group, L.P.−90,127
Ceredex Value Advisors LLC−63,275
EMERALD MUTUAL FUND ADVISERS TRUST−35,876
CWM, LLC−26,236
FengHe Fund Management Pte. Ltd.−25,000
RIPOSTE CAPITAL LLC−25,000
JANUS HENDERSON GROUP PLC−22,437
KENNEDY CAPITAL MANAGEMENT LLC−20,888
Maven Securities LTD−16,877
Woodline Partners LP−16,345
SMA Capital LLC−15,947
PointState Capital LP−12,947
Resolute Capital Asset Partners LLC−10,000
MIRABELLA FINANCIAL SERVICES LLP−8,934
XML Financial, LLC−8,410
PINNBROOK CAPITAL MANAGEMENT LP−5,500
Sumitomo Mitsui Trust Group, Inc.−4,527
Taproot Management LP−4,085
D.A. DAVIDSON & CO.−3,406
Jefferies Financial Group Inc.−3,322
Brooklyn Investment Group−3,248
Squarepoint Ops LLC−2,665

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Abigail P. JohnsonSCHEDULE 13G/A2026-05-062026-03-314,326,105.028.7%
FMR LLCSCHEDULE 13G/A2026-05-062026-03-314,326,105.028.7%
Vanguard Capital ManagementSCHEDULE 13G2026-04-292026-03-312,526,5695.07%
The Vanguard GroupSCHEDULE 13G/A2026-03-262026-03-1300%
BlackRock, Inc.SCHEDULE 13G/A2025-10-022025-09-305,053,66010.1%
STATE STREET CORPORATIONSCHEDULE 13G2025-02-042024-12-312,352,0394.7%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.