CARL Carlsmed, Inc.

NASDAQ
$16.75

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.

Managers reporting
87
filed a 13F this quarter
Managers holding
74
+10 on the quarter
Buyers
55
23 opened new
Sellers
25
13 sold out entirely
Buyer share
68.8%
of managers who traded it
Breadth
+37.5
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
Jupiter Topco LLC 1.3M 21.9%
Parkman Healthcare Partners LLC 597.3K 10.4%
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

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.