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Carlsmed (CARL) Institutional Ownership

Carlsmed logo
$16.18 +0.11 (+0.68%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Carlsmed (NASDAQ:CARL)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$66.14M
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
8/24/2026 California State Teachers Retirement System1,183$114K0.0%+157.2%0.004%
8/17/2026 Bank of America Corp DE10,396$108K0.0%N/A0.038%
8/15/2026 Jupiter Topco LLC1,251,616$12.99M0.0%N/A4.585%
8/14/2026 Parkman Healthcare Partners LLC597,318$6.20M0.6%N/A2.188%
8/8/2026 Alpine Woods Capital Investors LLC15,542$161K0.0%N/A0.057%
8/7/2026 BlackRock Inc.532,593$5.53M0.0%N/A1.959%
8/7/2026 Deutsche Bank AG10,180$106K0.0%N/A0.037%
8/6/2026 Bank of New York Mellon Corp17,452$181K0.0%N/A0.064%
5/19/2026 Bank 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%
5/14/2026 Renaissance Technologies LLC10,400$94K0.0%-57.2%0.038%
5/13/2026 KCM Capital Inc200,000$1.81M0.3%N/A0.736%
5/7/2026 Board of Trustees of The Leland Stanford Junior University12,516$113K0.0%-50.0%0.046%
5/1/2026 Kornitzer Capital Management Inc. KS53,432$484K0.0%-3.3%0.196%
2/18/2026 Mercer Global Advisors Inc. ADV15,155$187K0.0%N/A0.057%
2/18/2026 Millennium 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%
2/17/2026 Russell Investments Group Ltd.160,238$1.98M0.0%+0.8%0.603%
2/16/2026 Barclays PLC10,633$131K0.0%+10.6%0.040%
2/13/2026 State Street Corp68,941$851K0.0%+65.2%0.259%
2/13/2026 Boston Partners26,100$322K0.0%-11.0%0.098%
2/13/2026 Wells Fargo & Company MN7,834$97K0.0%+61.7%0.029%
2/13/2026 Cohen & Steers Inc.20,000$247K0.0%-33.3%0.075%
2/12/2026 Renaissance Technologies LLC24,300$300K0.0%N/A0.091%
2/11/2026 Janney Montgomery Scott LLC15,800$195K0.0%+6.8%0.059%
2/11/2026 Deutsche Bank AG9,832$121K0.0%N/A0.037%
2/10/2026 Goldman Sachs Group Inc.13,600$168K0.0%N/A0.051%
2/10/2026 Norges Bank65,000$803K0.0%N/A0.244%
2/9/2026 Geode Capital Management LLC162,033$2.00M0.0%+9.8%0.609%
2/9/2026 Sectoral Asset Management Inc.47,700$589K0.5%N/A0.179%
2/3/2026 Wesbanco Bank Inc.37,000$457K0.0%N/A0.139%
1/27/2026 TD Waterhouse Canada Inc.175,405$2.15M0.0%+15.2%0.660%
1/1/2026 JPMorgan Chase & Co.2,734$37K0.0%N/A0.010%
11/17/2025 Woodline Partners LP23,210$311K0.0%N/A0.087%
11/17/2025 Zimmer Partners LP50,000$670K0.0%N/A0.188%
11/17/2025 Millennium Management LLC20,762$278K0.0%N/A0.078%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,152$42K0.0%N/A0.012%
11/17/2025 Citadel Advisors LLC110,000$1.47M0.0%N/A0.414%
11/17/2025 Bank of America Corp DE15,069$202K0.0%N/A0.057%
11/14/2025 Burkehill Global Management LP50,000$670K0.0%N/A0.188%
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11/14/2025 Orbimed Advisors LLC1,252,600$16.77M0.4%N/A4.710%
11/14/2025 Ghisallo Capital Management LLC50,000$670K0.0%N/A0.188%
11/13/2025 Boston Partners29,317$393K0.0%N/A0.110%
11/13/2025 BNP Paribas Financial Markets2,500$33K0.0%N/A0.009%
11/13/2025 Russell Investments Group Ltd.158,946$2.13M0.0%N/A0.598%
11/12/2025 Monashee Investment Management LLC40,000$536K0.3%N/A0.150%
11/7/2025Vanguard Group Inc.227,195$3.04M0.0%N/A0.855%
11/7/2025 JPMorgan Chase & Co.2,734$37K0.0%N/A0.010%
11/6/2025 Rhumbline Advisers5,903$79K0.0%N/A0.022%
11/5/2025 Board of Trustees of The Leland Stanford Junior University25,030$335K0.0%N/A0.094%
11/3/2025 TD Waterhouse Canada Inc.152,242$2.03M0.0%N/A0.573%
10/31/2025 Kornitzer Capital Management Inc. KS55,000$736K0.0%N/A0.207%
10/30/2025 Teacher Retirement System of Texas175,000$2.34M0.0%N/A0.658%


CARL Institutional Ownership - Frequently Asked Questions

During the previous two years, 41 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 40 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 5,614,091 shares in the last 24 months. This purchase volume represents approximately $66.14M 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 8/24/2026. New 13F filings are added each quarter as they're published.
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