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Carlsmed (CARL) Institutional Ownership

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$14.38 -0.26 (-1.78%)
Closing price 04:00 PM Eastern
Extended Trading
$14.38 0.00 (0.00%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Carlsmed (NASDAQ:CARL)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$66.13M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$468.85K
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CARL Institutional Buying and Selling by Quarter

Carlsmed Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/17/2026Bank of America Corp DE10,396$108K0.0%N/A0.038%
8/15/2026Jupiter Topco LLC1,251,616$12.99M0.0%N/A4.585%
8/14/2026Parkman Healthcare Partners LLC597,318$6.20M0.6%N/A2.188%
8/8/2026Alpine Woods Capital Investors LLC15,542$161K0.0%N/A0.057%
8/7/2026BlackRock Inc.532,593$5.53M0.0%N/A1.959%
8/7/2026Deutsche Bank AG10,180$106K0.0%N/A0.037%
8/6/2026Bank of New York Mellon Corp17,452$181K0.0%N/A0.064%
5/19/2026Bank of America Corp DE15,583$141K0.0%-26.3%0.057%
5/19/2026Janus Henderson Group PLC1,227,452$11.11M0.0%+7.6%4.516%
5/14/2026Renaissance Technologies LLC10,400$94K0.0%-57.2%0.038%
5/13/2026KCM Capital Inc200,000$1.81M0.3%N/A0.736%
5/7/2026Board of Trustees of The Leland Stanford Junior University12,516$113K0.0%-50.0%0.046%
5/1/2026Kornitzer Capital Management Inc. KS53,432$484K0.0%-3.3%0.196%
2/18/2026Mercer Global Advisors Inc. ADV15,155$187K0.0%N/A0.057%
2/18/2026Millennium Management LLC128,970$1.59M0.0%+521.2%0.485%
2/18/2026Janus Henderson Group PLC1,140,618$14.09M0.0%+4.4%4.290%
2/17/2026Russell Investments Group Ltd.160,238$1.98M0.0%+0.8%0.603%
2/16/2026Barclays PLC10,633$131K0.0%+10.6%0.040%
2/13/2026State Street Corp68,941$851K0.0%+65.2%0.259%
2/13/2026Boston Partners26,100$322K0.0%-11.0%0.098%
2/13/2026Wells Fargo & Company MN7,834$97K0.0%+61.7%0.029%
2/13/2026Cohen & Steers Inc.20,000$247K0.0%-33.3%0.075%
2/12/2026Renaissance Technologies LLC24,300$300K0.0%N/A0.091%
2/11/2026Janney Montgomery Scott LLC15,800$195K0.0%+6.8%0.059%
2/11/2026Deutsche Bank AG9,832$121K0.0%N/A0.037%
2/10/2026Goldman Sachs Group Inc.13,600$168K0.0%N/A0.051%
2/10/2026Norges Bank65,000$803K0.0%N/A0.244%
2/9/2026Geode Capital Management LLC162,033$2.00M0.0%+9.8%0.609%
2/9/2026Sectoral Asset Management Inc.47,700$589K0.5%N/A0.179%
2/3/2026Wesbanco Bank Inc.37,000$457K0.0%N/A0.139%
1/27/2026TD Waterhouse Canada Inc.175,405$2.15M0.0%+15.2%0.660%
1/1/2026JPMorgan Chase & Co.2,734$37K0.0%N/A0.010%
11/17/2025Woodline Partners LP23,210$311K0.0%N/A0.087%
11/17/2025Zimmer Partners LP50,000$670K0.0%N/A0.188%
11/17/2025Millennium Management LLC20,762$278K0.0%N/A0.078%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,152$42K0.0%N/A0.012%
11/17/2025Citadel Advisors LLC110,000$1.47M0.0%N/A0.414%
11/17/2025Bank of America Corp DE15,069$202K0.0%N/A0.057%
11/14/2025Burkehill Global Management LP50,000$670K0.0%N/A0.188%
11/14/2025Orbimed Advisors LLC1,252,600$16.77M0.4%N/A4.710%
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11/14/2025Ghisallo Capital Management LLC50,000$670K0.0%N/A0.188%
11/13/2025Boston Partners29,317$393K0.0%N/A0.110%
11/13/2025BNP Paribas Financial Markets2,500$33K0.0%N/A0.009%
11/13/2025Russell Investments Group Ltd.158,946$2.13M0.0%N/A0.598%
11/12/2025Monashee Investment Management LLC40,000$536K0.3%N/A0.150%
11/7/2025Vanguard Group Inc.227,195$3.04M0.0%N/A0.855%
11/7/2025JPMorgan Chase & Co.2,734$37K0.0%N/A0.010%
11/6/2025Rhumbline Advisers5,903$79K0.0%N/A0.022%
11/5/2025Board of Trustees of The Leland Stanford Junior University25,030$335K0.0%N/A0.094%
11/3/2025TD Waterhouse Canada Inc.152,242$2.03M0.0%N/A0.573%
10/31/2025Kornitzer Capital Management Inc. KS55,000$736K0.0%N/A0.207%
10/30/2025Teacher Retirement System of Texas175,000$2.34M0.0%N/A0.658%


CARL Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of Carlsmed. The most heavily invested institutionals were Orbimed Advisors LLC ($16.77M), Jupiter Topco LLC ($12.99M), Janus Henderson Group PLC ($11.11M), Parkman Healthcare Partners LLC ($6.20M), BlackRock Inc. ($5.53M), Vanguard Group Inc. ($3.04M), and Teacher Retirement System of Texas ($2.34M).Learn more on Carlsmed's institutional investors.

Of the 39 institutional investors that purchased Carlsmed's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orbimed Advisors LLC ($1.25M), Jupiter Topco LLC ($1.25M), Parkman Healthcare Partners LLC ($597.32K), BlackRock Inc. ($532.59K), Vanguard Group Inc. ($227.20K), KCM Capital Inc ($200K), and TD Waterhouse Canada Inc. ($175.41K).

Institutional investors have bought a total of 5,613,368 shares in the last 24 months. This purchase volume represents approximately $66.13M in transactions.

The following institutional investors have sold Carlsmed stock in the last 24 months: Renaissance Technologies LLC ($13.90K), Board of Trustees of The Leland Stanford Junior University ($12.51K), Cohen & Steers Inc. ($10K), Bank of America Corp DE ($5.55K), Boston Partners ($3.22K), and Kornitzer Capital Management Inc. KS ($1.80K).

Institutional investors have sold a total of 46,987 shares in the last 24 months. This volume of shares sold represents approximately $468.85K in transactions.


Related Companies

Institutional ownership data for NASDAQ:CARL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/17/2026. New 13F filings are added each quarter as they're published.
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