CARL Carlsmed, Inc.
Carlsmed, Inc. (CARL) Institutional Ownership
What the institutions did with CARL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Jupiter Topco LLC | 1.3M | 21.9% |
| Parkman Healthcare Partners LLC | 597.3K | 10.5% |
| BlackRock, Inc. | 532.6K | 9.3% |
| KCM Capital Inc | 440.0K | 7.7% |
| Pier Capital, LLC | 373.7K | 6.5% |
| MILLENNIUM MANAGEMENT LLC | 295.9K | 5.2% |
| Palumbo Wealth Management LLC | 267.3K | 4.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 238.7K | 4.2% |
| Schonfeld Strategic Advisors LLC | 224.8K | 3.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 204.7K | 3.6% |
| Russell Investments Group, Ltd. | 139.1K | 2.4% |
| STATE STREET CORP | 133.1K | 2.3% |
| CITADEL ADVISORS LLC | 101.7K | 1.8% |
| AQR CAPITAL MANAGEMENT LLC | 92.2K | 1.6% |
| JANE STREET GROUP, LLC | 73.4K | 1.3% |
| NORTHERN TRUST CORP | 64.6K | 1.1% |
| GOLDMAN SACHS GROUP INC | 63.1K | 1.1% |
| D. E. Shaw & Co., Inc. | 60.4K | 1.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 56.9K | 1.0% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 51.7K | 0.9% |
| VANGUARD FIDUCIARY TRUST CO | 49.9K | 0.9% |
| BNP PARIBAS FINANCIAL MARKETS | 40.0K | 0.7% |
| MORGAN STANLEY | 30.7K | 0.5% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 25.0K | 0.4% |
| Boston Partners | 22.4K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ORBIMED ADVISORS LLC | Sold Out | 1.3M | 0 | -1.3M |
| Pier Capital, LLC | New | 0 | 373.7K | +373.7K |
| MILLENNIUM MANAGEMENT LLC | New | 0 | 295.9K | +295.9K |
| Palumbo Wealth Management LLC | New | 0 | 267.3K | +267.3K |
| KCM Capital Inc | Increased | 200.0K | 440.0K | +240.0K |
| AQR CAPITAL MANAGEMENT LLC | New | 0 | 92.2K | +92.2K |
| BlackRock, Inc. | Increased | 446.9K | 532.6K | +85.7K |
| Parkman Healthcare Partners LLC | Increased | 521.1K | 597.3K | +76.2K |
| D. E. Shaw & Co., Inc. | New | 0 | 60.4K | +60.4K |
| Schonfeld Strategic Advisors LLC | Reduced | 283.2K | 224.8K | -58.4K |
| JANE STREET GROUP, LLC | Increased | 15.0K | 73.4K | +58.4K |
| CITADEL ADVISORS LLC | Increased | 44.6K | 101.7K | +57.1K |
| Burkehill Global Management, LP | Sold Out | 50.0K | 0 | -50.0K |
| GOLDMAN SACHS GROUP INC | Increased | 22.6K | 63.1K | +40.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 276.1K | 238.7K | -37.4K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 2.6K | 40.0K | +37.4K |
| WESBANCO BANK INC | Sold Out | 37.0K | 0 | -37.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | 0 | 25.0K | +25.0K |
| XTX Topco Ltd | Sold Out | 24.7K | 0 | -24.7K |
| MARSHALL WACE, LLP | New | 0 | 21.3K | +21.3K |
| Russell Investments Group, Ltd. | Reduced | 159.3K | 139.1K | -20.1K |
| TD Waterhouse Canada Inc. | Sold Out | 20.0K | 0 | -20.0K |
| Jump Financial, LLC | New | 0 | 19.4K | +19.4K |
| STATE STREET CORP | Increased | 113.7K | 133.1K | +19.4K |
| MORGAN STANLEY | Increased | 11.4K | 30.7K | +19.3K |
| TWO SIGMA INVESTMENTS, LP | New | 0 | 18.0K | +18.0K |
| ALPINE WOODS CAPITAL INVESTORS, LLC | New | 0 | 15.5K | +15.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | 0 | 14.0K | +14.0K |
| Quadrature Capital Ltd | Sold Out | 13.4K | 0 | -13.4K |
| Janney Montgomery Scott LLC | New | 0 | 13.0K | +13.0K |
| HRT FINANCIAL LP | Sold Out | 12.3K | 0 | -12.3K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | New | 0 | 11.9K | +11.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 193.2K | 204.7K | +11.5K |
| Trexquant Investment LP | New | 0 | 11.0K | +11.0K |
| RENAISSANCE TECHNOLOGIES LLC | Sold Out | 10.4K | 0 | -10.4K |
| NORTHERN TRUST CORP | Increased | 54.5K | 64.6K | +10.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 47.6K | 56.9K | +9.3K |
| UBS Group AG | Increased | 10.3K | 16.7K | +6.4K |
| BANK OF AMERICA CORP /DE/ | Reduced | 15.6K | 10.4K | -5.2K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 45.4K | 49.9K | +4.5K |
| WELLS FARGO & COMPANY/MN | Increased | 3.3K | 7.7K | +4.4K |
| Bank of New York Mellon Corp | Increased | 13.1K | 17.5K | +4.3K |
| CITIGROUP INC | Increased | 409 | 4.4K | +4.0K |
| Boston Partners | Reduced | 25.2K | 22.4K | -2.8K |
| MERCER GLOBAL ADVISORS INC /ADV | Increased | 15.1K | 17.5K | +2.4K |
| Centiva Capital, LP | Increased | 12.7K | 14.9K | +2.1K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | Reduced | 53.4K | 51.7K | -1.7K |
| ARMSTRONG ADVISORY GROUP, INC | New | 0 | 1.2K | +1.2K |
| Arax Advisory Partners | New | 0 | 749 | +749 |
| RHUMBLINE ADVISERS | Increased | 5.2K | 5.8K | +607 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Increased | 3.3K | 3.9K | +545 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 16.8K | 17.3K | +501 |
| Tower Research Capital LLC (TRC) | Reduced | 1.7K | 1.2K | -464 |
| Legal & General Group Plc | Increased | 579 | 1.0K | +445 |
| DEUTSCHE BANK AG\ | Increased | 9.8K | 10.2K | +348 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Reduced | 460 | 114 | -346 |
| BARCLAYS PLC | Reduced | 1.8K | 1.4K | -334 |
| JONES FINANCIAL COMPANIES LLLP | Increased | 380 | 630 | +250 |
| EverSource Wealth Advisors, LLC | New | 0 | 207 | +207 |
| JPMORGAN CHASE & CO | Increased | 5.1K | 5.3K | +201 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.