Free Trial
→ Your book attached (From Profits Run) (Ad)tc pixel Free CARL Stock Alerts

Carlsmed (CARL) Institutional Ownership

Carlsmed logo
$11.01 +0.25 (+2.32%)
Closing price 05/15/2026 04:00 PM Eastern
Extended Trading
$11.36 +0.35 (+3.17%)
As of 05/15/2026 06:42 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Carlsmed (NASDAQ:CARL)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$40.07M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$418.59K
Get CARL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Carlsmed stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CARL Institutional Buying and Selling by Quarter

Carlsmed Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/18/2026Mercer 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%
2/17/2026 Russell 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%
2/13/2026 Boston Partners26,100$322K0.0%-11.0%0.098%
2/13/2026 Wells Fargo & Company MN7,834$97K0.0%+61.7%0.029%
2/13/2026Cohen & 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%
2/10/2026Goldman Sachs Group Inc.13,600$168K0.0%N/A0.051%
2/10/2026 Norges 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%
2/3/2026 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%
11/17/2025Woodline 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%
11/14/2025Ghisallo 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%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
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, 35 institutional investors and hedge funds held shares of Carlsmed. The most heavily invested institutionals were Orbimed Advisors LLC ($16.77M), Janus Henderson Group PLC ($14.09M), Vanguard Group Inc. ($3.04M), Teacher Retirement System of Texas ($2.34M), TD Waterhouse Canada Inc. ($2.15M), Geode Capital Management LLC ($2.00M), and Russell Investments Group Ltd. ($1.98M).Learn more on Carlsmed's institutional investors.

Of the 34 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), Vanguard Group Inc. ($227.20K), KCM Capital Inc ($200K), TD Waterhouse Canada Inc. ($175.41K), Teacher Retirement System of Texas ($175K), Russell Investments Group Ltd. ($160.24K), and Millennium Management LLC ($128.97K).

Institutional investors have bought a total of 3,091,437 shares in the last 24 months. This purchase volume represents approximately $40.07M 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), Boston Partners ($3.22K), and Kornitzer Capital Management Inc. KS ($1.80K).

Institutional investors have sold a total of 41,434 shares in the last 24 months. This volume of shares sold represents approximately $418.59K in transactions.


Related Companies

This page (NASDAQ:CARL) was last updated on 5/16/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
The NASTY TRUTH about the SpaceX IPO
In nearly every major IPO, roughly 95% of the gains are captured before retail investors can place a trade. It...
The Oxford Club | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Trump Just Executed a Bloodless Coup & Nobody Noticed
For the first time in history, a sitting U.S. president has effectively positioned himself to control the Fede...
Banyan Hill Publishing | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Secret behind near perfectly timed stock trades…?
After 20 years of professional trading, Ross Givens says this is the single most lucrative market strategy he ...
Traders Agency | Sponsoredtc pixel
Oil is settling in yuan now - here's what that means for gold
Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every...
Golden Portfolio | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel