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CARL · Carlsmed, Inc.

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$12.78 +0.47 (+3.82%) At close · Jul 29
Market Cap
$334.65M
Shares
27.18M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 66
Total Value: $47,523,494
Total Shares: 5,243,893

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 65 13F filers
Top Holder
23.8%
Sep 2025 → Mar 2026 · range 23.8% – 26.9%
of institutional value
Top 5
71.0%
Sep 2025 → Mar 2026 · range 70.4% – 71.8%
of institutional value
Top 10
88.9%
Sep 2025 → Mar 2026 · range 86.3% – 88.9%
of institutional value
HHI
1,390
Sep 2025 → Mar 2026 · range 1,390 – 1,529
Broadly held
Showing 66 of 66
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid ORBIMED ADVISORS LLC $11,336,030 23.85% 1,252,600
Mega JANUS HENDERSON GROUP PLC $11,108,440 23.37% 1,227,452
Small Parkman Healthcare Partners LLC $4,716,163 9.92% 521,123
Mega BlackRock, Inc. $4,044,368 8.51% 446,892
Large Schonfeld Strategic Advisors LLC $2,562,779 5.39% 283,180
Mega VANGUARD CAPITAL MANAGEMENT LLC $2,498,985 5.26% 276,131
Small KCM Capital Inc $1,810,000 3.81% 200,000
Mega GEODE CAPITAL MANAGEMENT, LLC $1,748,214 3.68% 193,173
Large Russell Investments Group, Ltd. $1,441,580 3.03% 159,291
Mega STATE STREET CORP $1,029,138 2.17% 113,717
Mega NORTHERN TRUST CORP Bank $493,007 1.04% 54,476
Mid KORNITZER CAPITAL MANAGEMENT INC /KS $483,559 1.02% 53,432
Large Curated Wealth Partners LLC $467,100 0.98% 45,000
Mid Burkehill Global Management, LP $452,500 0.95% 50,000
Mega VANGUARD FIDUCIARY TRUST CO Bank $410,860 0.86% 45,399
Mega CITADEL ADVISORS LLC $403,584 0.85% 44,595
Large Boston Partners $228,069 0.48% 25,201
Mid XTX Topco Ltd $223,878 0.47% 24,738
Mega GOLDMAN SACHS GROUP INC $204,873 0.43% 22,638
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $151,813 0.32% 16,775
Mega BANK OF AMERICA CORP /DE/ Bank $141,026 0.30% 15,583
Large MERCER GLOBAL ADVISORS INC /ADV $136,591 0.29% 15,093
Mega JANE STREET GROUP, LLC $136,075 0.29% 15,036
Mid Quadrature Capital Ltd $120,835 0.25% 13,352
Mega Bank of New York Mellon Corp Bank $118,599 0.25% 13,105
Large Centiva Capital, LP $115,342 0.24% 12,745
Small Board of Trustees of The Leland Stanford Junior University Endowment $113,269 0.24% 12,516
Large HRT FINANCIAL LP $111,649 0.23% 12,337
Mega MORGAN STANLEY $103,403 0.22% 11,426
Large RENAISSANCE TECHNOLOGIES LLC $94,120 0.20% 10,400
Mega UBS Group AG $93,242 0.20% 10,303
Mega DEUTSCHE BANK AG\ Bank $88,979 0.19% 9,832
Mega RHUMBLINE ADVISERS $46,888 0.10% 5,181
Mega JPMORGAN CHASE & CO $45,818 0.10% 5,063
Mega Vanguard Global Advisers, LLC $32,371 0.07% 3,577
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $30,299 0.06% 3,348
Mega WELLS FARGO & COMPANY/MN $30,163 0.06% 3,333
Mega BNP PARIBAS ARBITRAGE, SA $23,231 0.05% 2,567
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $18,684 0.04% 1,800
Mega BARCLAYS PLC $16,081 0.03% 1,777
Mid Tower Research Capital LLC (TRC) $15,104 0.03% 1,669
Large Police & Firemen's Retirement System of New Jersey Pension $13,058 0.03% 1,258
Small ARMSTRONG ADVISORY GROUP, INC $12,808 0.03% 1,234
Mega FMR LLC $11,728 0.02% 1,296
Large US BANCORP \DE\ Bank $5,430 0.01% 600
Mega Legal & General Group Plc $5,239 0.01% 579
Mega ROYAL BANK OF CANADA Bank $5,176 0.01% 572
Mid Ameritas Investment Partners, Inc. $5,113 0.01% 565
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $4,163 0.01% 460
Mega CITIGROUP INC $3,700 0.01% 409
Large JONES FINANCIAL COMPANIES LLLP $3,439 0.01% 380
Mid EverSource Wealth Advisors, LLC $2,147 0.00% 207
Mid Sterling Capital Management LLC $1,089 0.00% 105
Mid Farther Finance Advisors, LLC $996 0.00% 96
Mid IFP Advisors, Inc $550 0.00% 53
Micro True Wealth Design, LLC $539 0.00% 52
Large CWM, LLC $533 0.00% 59
Small Fortitude Family Office, LLC Family Office $311 0.00% 30
Micro Sunrise Financial Services, LLC $235 0.00% 26
Small SJS Investment Consulting Inc. $197 0.00% 19
Large OSAIC HOLDINGS, INC. $181 0.00% 20
Mid MAI Capital Management $36 0.00% 4
Small Essential Partners LLC $36 0.00% 4
Small Caitong International Asset Management Co., Ltd $36 0.00% 4
Mid Advisory Services Network, LLC $27 0.00% 3
Mid Allworth Financial LP $18 0.00% 2
Key facts CIK 1794546 CUSIP 14280C105 13F (30d) 11 filings 11 filers Visit website Investor relations

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