CRS Institutional Ownership

CARPENTER TECHNOLOGY CORP

Latest stored close $387.10 as of Oct 8, 2026 View live quote ↗

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STOCKNODE Outlook

Neutral

54/100 7 tracked · 6 comparable

Latest filing May 6, 2026

Positive breadth 3 positive · 4 negative

Recent close $387.10

Research confidence Medium

Institutional Research 63/100 · 2 accumulating · 4 reducing / exited

Ownership history

Reported ownership % history

Latest filing May 6, 2026

See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.

Locked preview

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Accumulating2

Newly reported1

Reducing / exited 4

52-week position —

Institutional Intelligence

Why STOCKNODE says Neutral

What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.

6 evidence layers available

STOCKNODE Outlook

Neutral 54/100

Confidence:Medium

Why this signal

2 tracked institutions accumulating versus 4 reducing/exited.
2 tracked institutions recently reversed from reducing to accumulating.
Comparable SEC fundamentals are improving.

Conflicting evidence

Institutions are bullish while recent insider P/S activity leans bearish.

STOCKNODE Outlook is a quantitative research signal based on reported public data, not personalized investment advice.

Institutional

60/100

Insiders

24/100

Fundamentals

66/100

Events

50/100

Cross-institution positioning

May 6, 2026

Mixed positioning. 2 accumulating, 2 reducing, 2 exited across 6 comparable institutions.

Source: Schedule 13 research

Quarterly 13F activity

Jun 30, 2026

1 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.

Source: Form 13F quarter-end holdings

Insider filing activity

Oct 6, 2026

Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 23 sales by 3 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.

Source: SEC Forms 3/4/5

Material company events

Oct 8, 2026

6 non-amendment material events in the last 90 days; Latest classified evidence: Shareholder vote results. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.

Source: SEC 8-K / securities filing metadata

SEC fundamentals

Aug 12, 2026

Revenue +12.6% YoY; Net income +45.4% YoY. Periods are compared only when the SEC facts are aligned and comparable.

Source: SEC Company Facts

Price context

Sep 15, 2026

Recent close is 47% through its reported 52-week range; +72.0% over one year.

Source: Stored historical price series

Latest filing decision brief Investor / Pro

Research the latest Schedule 13G amendment from Fidelity / FMR.

Filed May 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.

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Premium research values are withheld until unlocked.

Supporting institutional evidence

Institutional Evidence

The research summary above gives the current read. This section shows the dated holder-level evidence behind it.

Latest filing May 6, 2026

Browse filings How Schedule 13G works 13G vs. a trade

Latest reported position changes

Investor / Pro detail

See each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.

Newest filing May 6, 2026

Fidelity / FMR Filed May 6, 2026

Direction locked

BlackRock Filed Oct 2, 2025

Direction locked

Vanguard Capital Management Filed Apr 29, 2026

Direction locked

State Street Filed Feb 4, 2025

Direction locked

Dimensional Fund Advisors Filed Oct 31, 2024

Direction locked

Unlock the actual direction, share change, ownership change, and classification basis. No premium position values are sent in this locked preview.

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Reported direction breadth by as-of date

Locked preview

Comparable holder direction grouped by SEC position as-of date — never presented as trade dates.

Unlock actual accumulation vs. reduction breadth across reported position dates. View plans

Institution comparison

Investor / Pro detail

Compare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.

Fidelity / FMR Filed May 6, 2026

BlackRock Filed Oct 2, 2025

Vanguard Capital Management Filed Apr 29, 2026

State Street Filed Feb 4, 2025

Dimensional Fund Advisors Filed Oct 31, 2024

Unlock the evidence behind the score

Know who changed position, by how much, and when the SEC learned about it.

Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.

✓ Actual share and ownership changes ✓ Position as-of date vs. SEC filed date ✓ Deterministic direction basis ✓ Full evidence on every eligible stock

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SEC Forms 3, 4 & 5

Insider activity

Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.

Latest filing Oct 8, 2026

30-day purchases00 reporting owner(s)

30-day sales00 reporting owner(s)

90-day purchase breadth0

90-day sale breadth3Multi-insider

View recent insider filing evidence

Date	Reporting owner	Code	Security	Shares	Price	Ownership	Filed
Oct 6, 2026	HART ANASTASIOS JOHN	AGrant, award, or other acquisition · derivative	Director Stock Option (Right to Buy)	193	—	Direct	Oct 8, 2026
Oct 6, 2026	HART ANASTASIOS JOHN	AGrant, award, or other acquisition · derivative	Director Stock Units	361	—	Direct	Oct 8, 2026
Oct 6, 2026	KAROL STEVEN E	AGrant, award, or other acquisition · derivative	Director Stock Option (Right to Buy)	193	—	Direct	Oct 8, 2026
Oct 6, 2026	KAROL STEVEN E	AGrant, award, or other acquisition · derivative	Director Stock Units	361	—	Direct	Oct 8, 2026
Oct 6, 2026	LIGOCKI KATHLEEN	AGrant, award, or other acquisition · derivative	Director Stock Option (Right to Buy)	193	—	Direct	Oct 8, 2026
Oct 6, 2026	LIGOCKI KATHLEEN	AGrant, award, or other acquisition · derivative	Director Stock Units	361	—	Direct	Oct 8, 2026
Oct 6, 2026	MCLANE CHARLES DOUGLAS JR	AGrant, award, or other acquisition · derivative	Director Stock Option (Right to Buy)	193	—	Direct	Oct 8, 2026
Oct 6, 2026	MCLANE CHARLES DOUGLAS JR	AGrant, award, or other acquisition · derivative	Director Stock Units	361	—	Direct	Oct 8, 2026
Oct 6, 2026	WARD JR STEPHEN M	AGrant, award, or other acquisition · derivative	Director Stock Option (Right to Buy)	193	—	Direct	Oct 8, 2026
Oct 6, 2026	WARD JR STEPHEN M	AGrant, award, or other acquisition · derivative	Director Stock Units	361	—	Direct	Oct 8, 2026
Oct 6, 2026	Younessi Ramin	AGrant, award, or other acquisition · derivative	Director Stock Option (Right to Buy)	193	—	Direct	Oct 8, 2026
Oct 6, 2026	Younessi Ramin	AGrant, award, or other acquisition · derivative	Director Stock Units	361	—	Direct	Oct 8, 2026
Oct 6, 2026	ACOFF VIOLA L	AGrant, award, or other acquisition · derivative	Director Stock Option (Right to Buy)	193	—	Direct	Oct 8, 2026
Oct 6, 2026	ACOFF VIOLA L	AGrant, award, or other acquisition · derivative	Director Stock Units	361	—	Direct	Oct 8, 2026
Oct 6, 2026	BECK JULIE A	AGrant, award, or other acquisition · derivative	Director Stock Option (Right to Buy)	193	—	Direct	Oct 8, 2026
Oct 6, 2026	BECK JULIE A	AGrant, award, or other acquisition · derivative	Director Stock Units	361	—	Direct	Oct 8, 2026
Oct 6, 2026	Giacobbe Ken	AGrant, award, or other acquisition · derivative	Director Stock Option (Right to Buy)	193	—	Direct	Oct 8, 2026
Oct 6, 2026	Giacobbe Ken	AGrant, award, or other acquisition · derivative	Director Stock Units	361	—	Direct	Oct 8, 2026
Sep 30, 2026	BECK JULIE A	AGrant, award, or other acquisition · derivative	Director Stock Units	53	$388.82	Direct	Oct 2, 2026
Sep 30, 2026	MCLANE CHARLES DOUGLAS JR	AGrant, award, or other acquisition · derivative	Director Stock Units	69	$388.82	Direct	Oct 2, 2026

SEC company-event context

Material company events

Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.

Latest filing Oct 8, 2026

30-day material events1

90-day capital-related0

90-day equity-related0

90-day debt-related0

View recent company-event filing evidence

Filed	Form	8-K item(s)	Classification	Capital context	SEC
Oct 8, 2026	8-K	5.07	Shareholder vote results	—	Filing
Aug 25, 2026	8-K	7.01, 9.01	Regulation FD disclosure; Financial statements / exhibits	—	Filing
Aug 12, 2026	8-K	5.02, 7.01, 9.01	Director or executive change; Regulation FD disclosure; Financial statements / exhibits	—	Filing
Jul 30, 2026	8-K	2.02, 9.01	Results of operations / financial condition; Financial statements / exhibits	—	Filing
Jul 30, 2026	8-K	2.02, 9.01	Results of operations / financial condition; Financial statements / exhibits	—	Filing
Jul 28, 2026	8-K	5.02, 7.01, 9.01	Director or executive change; Regulation FD disclosure; Financial statements / exhibits	—	Filing
Apr 29, 2026	8-K	2.02, 9.01	Results of operations / financial condition; Financial statements / exhibits	—	Filing
Apr 29, 2026	8-K	2.02, 9.01	Results of operations / financial condition; Financial statements / exhibits	—	Filing
Apr 17, 2026	8-K	5.02, 9.01	Director or executive change; Financial statements / exhibits	—	Filing
Feb 17, 2026	8-K	5.02, 7.01, 9.01	Director or executive change; Regulation FD disclosure; Financial statements / exhibits	—	Filing
Jan 29, 2026	8-K	2.02, 9.01	Results of operations / financial condition; Financial statements / exhibits	—	Filing
Jan 29, 2026	8-K	2.02, 9.01	Results of operations / financial condition; Financial statements / exhibits	—	Filing

SEC-reported company fundamentals

Fundamentals

Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.

Latest filing used Aug 12, 2026

Revenue $851.0M FY 2026 +12.6% YoY 10-K filed Aug 12, 2026

Operating income $206.9M FY 2026 +36.7% YoY 10-K filed Aug 12, 2026

Operating margin 24.3% FY 2026 +4.3 pts YoY 10-K filed Aug 12, 2026

Net income $162.4M FY 2026 +45.4% YoY 10-K filed Aug 12, 2026

Diluted EPS $3.23 FY 2026 +46.2% YoY 10-K filed Aug 12, 2026

Operating cash flow $605.0M FY 2026 +37.4% YoY 10-K filed Aug 12, 2026

Cash & equivalents $393.3M As of Jun 30, 2026 +24.7% YoY 10-K filed Aug 12, 2026

Assets $3.8B As of Jun 30, 2026 +10.1% YoY 10-K filed Aug 12, 2026

Liabilities $1.6B As of Jun 30, 2026 +0.7% YoY 10-K filed Aug 12, 2026

Stockholders’ equity $2.2B As of Jun 30, 2026 +18.0% YoY 10-K filed Aug 12, 2026

Shares outstanding 49.6M As of Aug 7, 2026 -0.6% YoY 10-K filed Aug 12, 2026

View recent revenue trend

Quarterly

Period	Revenue	YoY
Ended Jun 30, 2026	$851.0M	+12.6%
Ended Mar 31, 2026	$811.5M	+11.6%
Ended Dec 31, 2025	$728.0M	+7.5%
Ended Sep 30, 2025	$733.7M	+2.2%

Annual

Period	Revenue	YoY
Ended Jun 30, 2026	$3.1B	+8.6%
Ended Jun 30, 2025	$2.9B	+4.3%
Ended Jun 30, 2024	$2.8B	+8.2%
Ended Jun 30, 2023	$2.6B	+38.9%

Current market context

Price performance

Dated price context from the historical market series already collected for this security.

As of Sep 15, 2026

Recent stored close $415.32 View live quote ↗

52-week low $228.00 Sep 25, 2025

52-week high $625.99 Jul 6, 2026

Below 52-week high 33.7%

1W return -9.4%

1M return -23.7%

3M return -26.3%

6M return +15.0%

YTD return +31.9%

1Y return +72.0%

30-day volatility 37.5%

90-day volatility 43.3%

1Y max drawdown -32.9%

Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.

Institutional activity

Quarter-over-quarter Form 13F activity

Headline counts reflect the latest comparable report quarter only; older quarter-over-quarter changes remain in the evidence history. This is not transaction-level trade data. Amendments are excluded from v1 change classification and remain visible in the holdings table below.

New0

Increased1

Reduced1

Exited0

Unchanged0

View recent 13F activity evidence

Showing the 5 most recent activity comparisons first.

Manager	Quarter	Activity	Shares	Prior	Change
BlackRock	Jun 30, 2026 vs Mar 31, 2026	Increased	6.2M	5.8M	+394.4K +6.8%
State Street	Jun 30, 2026 vs Mar 31, 2026	Reduced	1.9M	2.0M	-101.6K -5.1%
BlackRock	Mar 31, 2026 vs Dec 31, 2025	Increased	5.8M	5.3M	+511.2K +9.6%
Fidelity / FMR	Mar 31, 2026 vs Dec 31, 2025	Increased	4.3M	3.8M	+524.9K +13.8%
Geode Capital Management	Mar 31, 2026 vs Dec 31, 2025	Increased	1.1M	976.0K	+116.2K +11.9%
Invesco	Mar 31, 2026 vs Dec 31, 2025	Reduced	2.0M	2.1M	-96.5K -4.7%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Mar 31, 2026 vs Dec 31, 2025	Exited	0	215.3K	Exited
Northern Trust	Mar 31, 2026 vs Dec 31, 2025	Increased	425.3K	417.3K	+8.0K +1.9%
State Street	Mar 31, 2026 vs Dec 31, 2025	Reduced	2.0M	2.0M	-20.2K -1.0%
T. Rowe Price T. Rowe Price Associates	Mar 31, 2026 vs Dec 31, 2025	Reduced	504.0K	536.9K	-32.9K -6.1%
T. Rowe Price T. Rowe Price Investment Management	Mar 31, 2026 vs Dec 31, 2025	Exited	0	6	Exited
BlackRock	Dec 31, 2025 vs Sep 30, 2025	Reduced	5.3M	5.7M	-427.3K -7.4%
Fidelity / FMR	Dec 31, 2025 vs Sep 30, 2025	Increased	3.8M	3.4M	+429.8K +12.7%
Geode Capital Management	Dec 31, 2025 vs Sep 30, 2025	Increased	976.0K	897.4K	+78.6K +8.8%
Invesco	Dec 31, 2025 vs Sep 30, 2025	Increased	2.1M	1.7M	+327.3K +18.8%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Dec 31, 2025 vs Sep 30, 2025	Increased	215.3K	208.9K	+6.4K +3.1%
Northern Trust	Dec 31, 2025 vs Sep 30, 2025	Reduced	417.3K	429.6K	-12.3K -2.9%
State Street	Dec 31, 2025 vs Sep 30, 2025	Reduced	2.0M	2.1M	-67.1K -3.2%
T. Rowe Price T. Rowe Price Associates	Dec 31, 2025 vs Sep 30, 2025	Reduced	536.9K	589.1K	-52.2K -8.9%
T. Rowe Price T. Rowe Price Investment Management	Dec 31, 2025 vs Sep 30, 2025	New	6	0	New
Vanguard Vanguard Group	Dec 31, 2025 vs Sep 30, 2025	Reduced	4.5M	4.5M	-42.3K -0.9%
BlackRock	Sep 30, 2025 vs Jun 30, 2025	Increased	5.7M	4.8M	+956.9K +20.0%
Fidelity / FMR	Sep 30, 2025 vs Jun 30, 2025	Reduced	3.4M	4.8M	-1.4M -29.4%
Geode Capital Management	Sep 30, 2025 vs Jun 30, 2025	Reduced	897.4K	999.2K	-101.8K -10.2%
Invesco	Sep 30, 2025 vs Jun 30, 2025	Reduced	1.7M	2.0M	-232.2K -11.7%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2025 vs Jun 30, 2025	Increased	208.9K	198.8K	+10.1K +5.1%
Northern Trust	Sep 30, 2025 vs Jun 30, 2025	Reduced	429.6K	437.2K	-7.6K -1.7%
State Street	Sep 30, 2025 vs Jun 30, 2025	Increased	2.1M	1.9M	+192.5K +10.1%
T. Rowe Price T. Rowe Price Associates	Sep 30, 2025 vs Jun 30, 2025	Increased	589.1K	497.6K	+91.5K +18.4%
T. Rowe Price T. Rowe Price Investment Management	Sep 30, 2025 vs Jun 30, 2025	Exited	0	1.9K	Exited
Vanguard Vanguard Group	Sep 30, 2025 vs Jun 30, 2025	Reduced	4.5M	4.7M	-109.8K -2.4%
BlackRock	Jun 30, 2025 vs Mar 31, 2025	Reduced	4.8M	6.3M	-1.6M -24.6%
Fidelity / FMR	Jun 30, 2025 vs Mar 31, 2025	Reduced	4.8M	5.5M	-683.3K -12.5%
Geode Capital Management	Jun 30, 2025 vs Mar 31, 2025	Reduced	999.2K	1.3M	-304.2K -23.3%
Invesco	Jun 30, 2025 vs Mar 31, 2025	Reduced	2.0M	2.1M	-131.2K -6.2%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Jun 30, 2025 vs Mar 31, 2025	Increased	198.8K	191.9K	+6.9K +3.6%
Northern Trust	Jun 30, 2025 vs Mar 31, 2025	Reduced	437.2K	665.9K	-228.7K -34.3%
State Street	Jun 30, 2025 vs Mar 31, 2025	Reduced	1.9M	2.3M	-405.6K -17.6%
T. Rowe Price T. Rowe Price Associates	Jun 30, 2025 vs Mar 31, 2025	Increased	497.6K	387.8K	+109.8K +28.3%
T. Rowe Price T. Rowe Price Investment Management	Jun 30, 2025 vs Mar 31, 2025	Reduced	1.9K	9.8K	-7.9K -80.4%
Vanguard Vanguard Group	Jun 30, 2025 vs Mar 31, 2025	Reduced	4.7M	5.0M	-346.3K -6.9%
BlackRock	Mar 31, 2025 vs Dec 31, 2024	Reduced	6.3M	6.4M	-82.9K -1.3%
Fidelity / FMR	Mar 31, 2025 vs Dec 31, 2024	Increased	5.5M	4.4M	+1.0M +22.7%
Geode Capital Management	Mar 31, 2025 vs Dec 31, 2024	Increased	1.3M	1.1M	+164.7K +14.5%
Invesco	Mar 31, 2025 vs Dec 31, 2024	Increased	2.1M	1.5M	+570.4K +37.1%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Mar 31, 2025 vs Dec 31, 2024	Reduced	191.9K	331.9K	-140.0K -42.2%
Northern Trust	Mar 31, 2025 vs Dec 31, 2024	Reduced	665.9K	679.3K	-13.4K -2.0%
State Street	Mar 31, 2025 vs Dec 31, 2024	Reduced	2.3M	2.4M	-42.9K -1.8%
T. Rowe Price T. Rowe Price Associates	Mar 31, 2025 vs Dec 31, 2024	Increased	387.8K	209.5K	+178.3K +85.1%
T. Rowe Price T. Rowe Price Investment Management	Mar 31, 2025 vs Dec 31, 2024	Reduced	9.8K	58.2K	-48.4K -83.2%
Vanguard Vanguard Group	Mar 31, 2025 vs Dec 31, 2024	Reduced	5.0M	5.3M	-246.9K -4.7%
BlackRock	Dec 31, 2024 vs Sep 30, 2024	Reduced	6.4M	7.7M	-1.3M -17.1%
Fidelity / FMR	Dec 31, 2024 vs Sep 30, 2024	Increased	4.4M	3.5M	+979.3K +28.3%
Geode Capital Management	Dec 31, 2024 vs Sep 30, 2024	Increased	1.1M	1.1M	+38.4K +3.5%
Invesco	Dec 31, 2024 vs Sep 30, 2024	Increased	1.5M	1.2M	+357.4K +30.3%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Dec 31, 2024 vs Sep 30, 2024	Increased	331.9K	150.6K	+181.3K +120.4%
Northern Trust	Dec 31, 2024 vs Sep 30, 2024	Increased	679.3K	561.6K	+117.8K +21.0%
State Street	Dec 31, 2024 vs Sep 30, 2024	Reduced	2.4M	2.5M	-186.4K -7.3%
T. Rowe Price T. Rowe Price Associates	Dec 31, 2024 vs Sep 30, 2024	Increased	209.5K	34.4K	+175.1K +509.2%
T. Rowe Price T. Rowe Price Investment Management	Dec 31, 2024 vs Sep 30, 2024	Reduced	58.2K	358.6K	-300.4K -83.8%
Vanguard Vanguard Group	Dec 31, 2024 vs Sep 30, 2024	Reduced	5.3M	5.6M	-361.7K -6.4%
Fidelity / FMR	Sep 30, 2024 vs Jun 30, 2024	Increased	3.5M	2.4M	+1.1M +47.1%
Geode Capital Management	Sep 30, 2024 vs Jun 30, 2024	Increased	1.1M	1.1M	+17.5K +1.6%
Invesco	Sep 30, 2024 vs Jun 30, 2024	Reduced	1.2M	1.2M	-55.4K -4.5%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2024 vs Jun 30, 2024	Reduced	150.6K	165.2K	-14.6K -8.9%
Northern Trust	Sep 30, 2024 vs Jun 30, 2024	Reduced	561.6K	565.6K	-4.0K -0.7%
T. Rowe Price T. Rowe Price Associates	Sep 30, 2024 vs Jun 30, 2024	Reduced	34.4K	34.9K	-491 -1.4%
T. Rowe Price T. Rowe Price Investment Management	Sep 30, 2024 vs Jun 30, 2024	Reduced	358.6K	566.4K	-207.8K -36.7%
Vanguard Vanguard Group	Sep 30, 2024 vs Jun 30, 2024	Increased	5.6M	5.6M	+56.2K +1.0%
BlackRock	Jun 30, 2024 vs Mar 31, 2024	Reduced	7.6M	7.9M	-296.4K -3.7%
Vanguard Vanguard Group	Jun 30, 2024 vs Mar 31, 2024	Reduced	5.6M	5.7M	-129.8K -2.3%
BlackRock	Mar 31, 2024 vs Dec 31, 2023	Reduced	7.9M	7.9M	-5.2K -0.1%
BlackRock	Dec 31, 2023 vs Sep 30, 2023	Increased	7.9M	7.7M	+202.6K +2.6%
BlackRock	Sep 30, 2023 vs Jun 30, 2023	Reduced	7.7M	7.9M	-160.3K -2.0%
BlackRock	Jun 30, 2023 vs Mar 31, 2023	Reduced	7.9M	8.0M	-106.8K -1.3%
BlackRock	Mar 31, 2023 vs Dec 31, 2022	Reduced	8.0M	8.1M	-116.9K -1.4%
BlackRock	Dec 31, 2022 vs Sep 30, 2022	Increased	8.1M	7.9M	+248.6K +3.2%

Quarterly institutional holdings

Form 13F holdings

Quarter-end holdings reported by tracked institutional managers. Amendments remain separate and these rows do not represent individual trades.

Latest report quarter Jun 30, 2026

Holding records 92

Manager entities 12

Report quarters 16

Amendment rows 6

View recent Form 13F holding evidence

Showing the 5 most recent holding records first.

Manager	Quarter	Shares	Reported value	Filed	Form
State Street	Jun 30, 2026	1.9M	$1,176,419,976.00	Aug 7, 2026	13F-HR
BlackRock	Jun 30, 2026	6.2M	$3,834,623,258.00	Aug 7, 2026	13F-HR
Fidelity / FMR	Mar 31, 2026	4.3M	$1,705,134,294.00	May 15, 2026	13F-HR
State Street	Mar 31, 2026	2.0M	$791,774,432.00	May 15, 2026	13F-HR
T. Rowe Price T. Rowe Price Associates	Mar 31, 2026	504.0K	$198,654.00	May 15, 2026	13F-HR
Geode Capital Management	Mar 31, 2026	1.1M	$430,565,862.00	May 15, 2026	13F-HR
Vanguard Vanguard Capital Management	Mar 31, 2026	2.2M	$849,066,894.00	May 15, 2026	13F-HR/A Amendment
Northern Trust	Mar 31, 2026	425.3K	$167,625,690.00	May 14, 2026	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Mar 31, 2026	404.1K	$149,802,183.00	May 13, 2026	13F-HR/A Amendment
BlackRock	Mar 31, 2026	5.8M	$2,294,817,182.00	May 13, 2026	13F-HR
Invesco	Mar 31, 2026	2.0M	$778,491,054.00	May 12, 2026	13F-HR
Vanguard Vanguard Capital Management	Mar 31, 2026	2.2M	$849,066,894.00	May 8, 2026	13F-HR
Invesco	Dec 31, 2025	2.1M	$652,240,503.00	Feb 19, 2026	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Dec 31, 2025	6	$2.00	Feb 19, 2026	13F-HR/A Amendment
T. Rowe Price T. Rowe Price Investment Management	Dec 31, 2025	6	$2.00	Feb 17, 2026	13F-HR
T. Rowe Price T. Rowe Price Associates	Dec 31, 2025	536.9K	$169,035.00	Feb 17, 2026	13F-HR
Northern Trust	Dec 31, 2025	417.3K	$131,386,195.00	Feb 17, 2026	13F-HR
Fidelity / FMR	Dec 31, 2025	3.8M	$1,196,780,515.00	Feb 17, 2026	13F-HR
State Street	Dec 31, 2025	2.0M	$638,819,490.00	Feb 13, 2026	13F-HR
BlackRock	Dec 31, 2025	5.3M	$1,672,111,827.00	Feb 12, 2026	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Dec 31, 2025	215.3K	$67,795,453.00	Feb 11, 2026	13F-HR
Geode Capital Management	Dec 31, 2025	976.0K	$307,332,869.00	Feb 9, 2026	13F-HR
Vanguard Vanguard Group	Dec 31, 2025	4.5M	$1,418,462,506.00	Jan 29, 2026	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2025	208.9K	$51,298,258.00	Nov 26, 2025	13F-HR/A Amendment
State Street	Sep 30, 2025	2.1M	$514,687,443.00	Nov 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Associates	Sep 30, 2025	589.1K	$144,653.00	Nov 14, 2025	13F-HR
Northern Trust	Sep 30, 2025	429.6K	$105,478,091.00	Nov 14, 2025	13F-HR
Fidelity / FMR	Sep 30, 2025	3.4M	$827,818,860.00	Nov 13, 2025	13F-HR
Invesco	Sep 30, 2025	1.7M	$428,308,970.00	Nov 13, 2025	13F-HR
Geode Capital Management	Sep 30, 2025	897.4K	$220,381,831.00	Nov 12, 2025	13F-HR
BlackRock	Sep 30, 2025	5.7M	$1,408,985,594.00	Nov 12, 2025	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2025	208.9K	$51,298,258.00	Nov 7, 2025	13F-HR
Vanguard Vanguard Group	Sep 30, 2025	4.5M	$1,116,632,928.00	Nov 7, 2025	13F-HR
State Street	Jun 30, 2025	1.9M	$526,120,285.00	Aug 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Associates	Jun 30, 2025	497.6K	$137,522.00	Aug 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Jun 30, 2025	1.9K	$530.00	Aug 14, 2025	13F-HR
Fidelity / FMR	Jun 30, 2025	4.8M	$1,318,931,406.00	Aug 14, 2025	13F-HR
Invesco	Jun 30, 2025	2.0M	$546,268,693.00	Aug 13, 2025	13F-HR
Northern Trust	Jun 30, 2025	437.2K	$120,827,257.00	Aug 13, 2025	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Jun 30, 2025	198.8K	$54,936,651.00	Aug 12, 2025	13F-HR
BlackRock	Jun 30, 2025	4.8M	$1,321,488,216.00	Aug 12, 2025	13F-HR
Vanguard Vanguard Group	Jun 30, 2025	4.7M	$1,287,234,598.00	Aug 11, 2025	13F-HR
Geode Capital Management	Jun 30, 2025	999.2K	$287,870,486.00	Aug 8, 2025	13F-HR
State Street	Mar 31, 2025	2.3M	$418,375,239.00	May 15, 2025	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Mar 31, 2025	9.8K	$1,775.00	May 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Associates	Mar 31, 2025	387.8K	$70,261.00	May 14, 2025	13F-HR
Geode Capital Management	Mar 31, 2025	1.3M	$244,918,447.00	May 13, 2025	13F-HR
Northern Trust	Mar 31, 2025	665.9K	$120,651,386.00	May 13, 2025	13F-HR
Fidelity / FMR	Mar 31, 2025	5.5M	$988,419,526.00	May 12, 2025	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Mar 31, 2025	191.9K	$34,760,789.00	May 12, 2025	13F-HR
Invesco	Mar 31, 2025	2.1M	$381,868,717.00	May 12, 2025	13F-HR
Vanguard Vanguard Group	Mar 31, 2025	5.0M	$906,591,926.00	May 9, 2025	13F-HR
BlackRock	Mar 31, 2025	6.3M	$1,148,248,460.00	May 2, 2025	13F-HR
State Street	Dec 31, 2024	2.4M	$399,164,539.00	Feb 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Associates	Dec 31, 2024	209.5K	$35,553.00	Feb 14, 2025	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Dec 31, 2024	58.2K	$9,883.00	Feb 14, 2025	13F-HR
Northern Trust	Dec 31, 2024	679.3K	$115,291,300.00	Feb 14, 2025	13F-HR
Fidelity / FMR	Dec 31, 2024	4.4M	$754,294,528.00	Feb 13, 2025	13F-HR
Invesco	Dec 31, 2024	1.5M	$260,884,117.00	Feb 13, 2025	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Dec 31, 2024	331.9K	$56,322,336.00	Feb 12, 2025	13F-HR
Geode Capital Management	Dec 31, 2024	1.1M	$193,278,895.00	Feb 12, 2025	13F-HR
Vanguard Vanguard Group	Dec 31, 2024	5.3M	$891,102,066.00	Feb 11, 2025	13F-HR
BlackRock	Dec 31, 2024	6.4M	$1,089,628,828.00	Feb 7, 2025	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2024	150.6K	$24,025,885.00	Dec 26, 2024	13F-HR/A Amendment
State Street	Sep 30, 2024	2.5M	$405,076,117.00	Nov 14, 2024	13F-HR
T. Rowe Price T. Rowe Price Associates	Sep 30, 2024	34.4K	$5,488.00	Nov 14, 2024	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Sep 30, 2024	358.6K	$57,224.00	Nov 14, 2024	13F-HR
Fidelity / FMR	Sep 30, 2024	3.5M	$552,991,690.00	Nov 13, 2024	13F-HR
Vanguard Vanguard Group	Sep 30, 2024	5.6M	$895,633,813.00	Nov 13, 2024	13F-HR
Northern Trust	Sep 30, 2024	561.6K	$89,617,574.00	Nov 13, 2024	13F-HR
BlackRock	Sep 30, 2024	7.7M	$1,236,073,330.00	Nov 13, 2024	13F-HR
Geode Capital Management	Sep 30, 2024	1.1M	$175,606,549.00	Nov 12, 2024	13F-HR
Invesco	Sep 30, 2024	1.2M	$188,275,344.00	Nov 12, 2024	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Sep 30, 2024	150.6K	$24,025,885.00	Nov 8, 2024	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Jun 30, 2024	165.2K	$18,100,643.00	Dec 26, 2024	13F-HR/A Amendment
Northern Trust	Jun 30, 2024	565.6K	$61,978,777.00	Aug 14, 2024	13F-HR
T. Rowe Price T. Rowe Price Associates	Jun 30, 2024	34.9K	$3,822.00	Aug 14, 2024	13F-HR
T. Rowe Price T. Rowe Price Investment Management	Jun 30, 2024	566.4K	$62,070.00	Aug 14, 2024	13F-HR
Fidelity / FMR	Jun 30, 2024	2.4M	$258,206,845.00	Aug 13, 2024	13F-HR
BlackRock	Jun 30, 2024	7.6M	$836,032,511.00	Aug 13, 2024	13F-HR
Invesco	Jun 30, 2024	1.2M	$135,356,942.00	Aug 13, 2024	13F-HR
Vanguard Vanguard Group	Jun 30, 2024	5.6M	$608,850,588.00	Aug 13, 2024	13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management	Jun 30, 2024	165.2K	$18,100,643.00	Aug 12, 2024	13F-HR
Geode Capital Management	Jun 30, 2024	1.1M	$118,667,392.00	Aug 9, 2024	13F-HR
BlackRock	Mar 31, 2024	7.9M	$566,062,138.00	May 10, 2024	13F-HR
Vanguard Vanguard Group	Mar 31, 2024	5.7M	$406,095,690.00	May 10, 2024	13F-HR
BlackRock	Dec 31, 2023	7.9M	$561,515,652.00	Feb 13, 2024	13F-HR
BlackRock	Sep 30, 2023	7.7M	$519,425,160.00	Nov 13, 2023	13F-HR
BlackRock	Jun 30, 2023	7.9M	$442,791,554.00	Aug 11, 2023	13F-HR
BlackRock	Mar 31, 2023	8.0M	$357,879,782.00	May 12, 2023	13F-HR
BlackRock	Dec 31, 2022	8.1M	$299,671,577.00	Feb 13, 2023	13F-HR
BlackRock	Sep 30, 2022	7.9M	$244,877,000.00	Nov 14, 2022	13F-HR

Form 13F reports quarter-end holdings and reported value; they do not establish exact purchase or sale dates.

How to read Schedule 13 ownership changes

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.

Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.

Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.

Beneficial ownership filing history

Showing 3 of 39 filing(s) · 36 older require more history access

View beneficial ownership filing evidence

Holder	Observed / filed	Reported change	Shares	Ownership	Observation	Filing	Latest
Vanguard Capital Management CIK0002100119	Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence	Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal.	2.2M				$387.10
Fidelity / FMR CIK0000315066	Mar 31, 2026 observed May 6, 2026 filed · 36d Schedule 13G amendment	Reported accumulation	4.3K +955	12.00% +5.20 pts	$394.15	$458.16	$387.10
Vanguard Capital Management CIK0002100119	Mar 31, 2026 observed Apr 29, 2026 filed · 29d Initial Schedule 13G	Initial Schedule 13G	2.5M	5.07%	$394.15	$406.53	$387.10

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CRS Institutional Ownership

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