CARL
Carlsmed, Inc.Company with tickers: CARL
CIK
1794546
CUSIP
14280C105
Shares Outstanding
27,184,933
Website
https://www.carlsmed.com
Investor Relations
https://carlsmed.com/investors/
13F Activity (30d)
20 filings
19 filers
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.
Holders: 45
Total Value: $16,233,170
Total Shares: 1,793,723
Institutional Ownership Trend
4 quarters
Holder Concentration
Across 45 13F filers · Δ vs Dec 31, 2025Top Holder
29.1%
+13.5 pts
Top 5
75.2%
+9.5 pts
Top 10
92.0%
+3.7 pts
HHI
1,474
Broadly held+423
Quarterly Activity
vs Dec 31, 2025
New
17
Increased
10
Decreased
9
Sold Out
10
Unchanged
9
Holder count:
+7
Institutional value:
+16.6%
Shares held:
+59.1%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega STATE STREET CORP | +44,776 | 113,717 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | +31,140 | 193,173 | |
| Mega NORTHERN TRUST CORP | +3,776 | 54,476 | |
| Mega RHUMBLINE ADVISERS | +762 | 5,181 | |
| Mid Tower Research Capital LLC (TRC) | +637 | 1,669 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large TD Waterhouse Canada Inc. | −155,405 | 20,000 | |
| Small Board of Trustees of The Leland Stanford Junior University | −12,514 | 12,516 | |
| Large Russell Investments Group, Ltd. | −947 | 159,291 | |
| Large CWM, LLC | −108 | 59 | |
| Mega Legal & General Group Plc | −78 | 579 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Parkman Healthcare Partners LLC | 521,123 | $4,716,163 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 276,131 | $2,498,985 | |
| Small KCM Capital Inc | 200,000 | $1,810,000 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 45,399 | $410,860 | |
| Mid XTX Topco Ltd | 24,738 | $223,878 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large TEACHER RETIREMENT SYSTEM OF TEXAS | 175,000 | $2,161,250 | |
| Mid KORNITZER CAPITAL MANAGEMENT INC /KS | 55,235 | $682,152 | |
| Mid Ghisallo Capital Management LLC | 50,000 | $617,500 | |
| Small SECTORAL ASSET MANAGEMENT INC | 47,700 | $589,095 | |
| Large Janney Montgomery Scott LLC | 15,800 | $195,130 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small Parkman Healthcare Partners LLC | $4,716,163 | 29.05% | 521,123 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $2,498,985 | 15.39% | 276,131 | Shares | Defined | 2026-05-15 | ||||
| Small KCM Capital Inc | $1,810,000 | 11.15% | 200,000 | Shares | Sole | 2026-05-13 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $1,748,214 | 10.77% | 193,173 | Shares | Defined | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $1,441,580 | 8.88% | 159,291 | Shares | Defined | 2026-05-08 | ||||
| Mega STATE STREET CORP | $1,029,138 | 6.34% | 113,717 | Shares | Defined | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $493,007 | 3.04% | 54,476 | Shares | Defined | 2026-05-14 | ||||
| Mid Burkehill Global Management, LP | $452,500 | 2.79% | 50,000 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $410,860 | 2.53% | 45,399 | Shares | Defined | 2026-05-08 | ||||
| Mid WESBANCO BANK INC Bank | $334,850 | 2.06% | 37,000 | Shares | Other | 2026-04-21 | ||||
| Mid XTX Topco Ltd | $223,878 | 1.38% | 24,738 | Shares | Defined | 2026-05-15 | ||||
| Large TD Waterhouse Canada Inc. | $181,000 | 1.12% | 20,000 | Shares | Defined | 2026-05-12 | ||||
| Large MERCER GLOBAL ADVISORS INC /ADV | $136,591 | 0.84% | 15,093 | Shares | Sole | 2026-05-15 | ||||
| Mid Quadrature Capital Ltd | $120,835 | 0.74% | 13,352 | Shares | Other | 2026-05-15 | ||||
| Large Centiva Capital, LP | $115,342 | 0.71% | 12,745 | Shares | Sole | 2026-05-14 | ||||
| Small Board of Trustees of The Leland Stanford Junior University Endowment | $113,269 | 0.70% | 12,516 | Shares | Sole | 2026-05-07 | ||||
| Large HRT FINANCIAL LP | $111,649 | 0.69% | 12,337 | Shares | Defined | 2026-05-14 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $88,979 | 0.55% | 9,832 | Shares | Defined | 2026-05-06 | ||||
| Mega RHUMBLINE ADVISERS | $46,888 | 0.29% | 5,181 | Shares | Sole | 2026-05-12 | ||||
| Mega Vanguard Global Advisers, LLC | $32,371 | 0.20% | 3,577 | Shares | Defined | 2026-05-08 | ||||
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $30,299 | 0.19% | 3,348 | Shares | Defined | 2026-05-15 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $23,231 | 0.14% | 2,567 | Shares | Defined | 2026-05-12 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $16,290 | 0.10% | 1,800 | Shares | Sole | 2026-05-06 | ||||
| Mid Tower Research Capital LLC (TRC) | $15,104 | 0.09% | 1,669 | Shares | Defined | 2026-05-15 | ||||
| Large Police & Firemen's Retirement System of New Jersey Pension | $11,384 | 0.07% | 1,258 | Shares | Defined | 2026-04-29 | ||||
| Large US BANCORP \DE\ Bank | $5,430 | 0.03% | 600 | Shares | Defined | 2026-05-15 | ||||
| Mega Legal & General Group Plc | $5,239 | 0.03% | 579 | Shares | Defined | 2026-05-08 | ||||
| Mid Ameritas Investment Partners, Inc. | $5,113 | 0.03% | 565 | Shares | Other | 2026-05-13 | ||||
| Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $4,163 | 0.03% | 460 | Shares | Sole | 2026-05-18 | ||||
| Mega CITIGROUP INC | $3,700 | 0.02% | 409 | Shares | Defined | 2026-05-11 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $3,439 | 0.02% | 380 | Shares | Sole | 2026-05-15 | ||||
| Mid GAMMA Investing LLC | $1,221 | 0.01% | 135 | Shares | Defined | 2026-04-06 | ||||
| Mid Sterling Capital Management LLC | $1,176 | 0.01% | 130 | Shares | Sole | 2026-04-22 | ||||
| Large CWM, LLC | $533 | 0.00% | 59 | Shares | Sole | 2026-05-14 | ||||
| Micro Sunrise Financial Services, LLC | $235 | 0.00% | 26 | Shares | Sole | 2026-04-29 | ||||
| Large OSAIC HOLDINGS, INC. | $181 | 0.00% | 20 | Shares | Defined | 2026-05-15 | ||||
| Small Root Financial Partners, LLC | $135 | 0.00% | 15 | Shares | Sole | 2026-04-24 | ||||
| Mid MAI Capital Management | $36 | 0.00% | 4 | Shares | Sole | 2026-05-15 | ||||
| Small Essential Partners LLC | $36 | 0.00% | 4 | Shares | Sole | 2026-05-21 | ||||
| Small Caitong International Asset Management Co., Ltd | $36 | 0.00% | 4 | Shares | Sole | 2026-05-11 | ||||
| Mid Advisory Services Network, LLC | $27 | 0.00% | 3 | Shares | Sole | 2026-05-15 | ||||
| Mid Farther Finance Advisors, LLC | $18 | 0.00% | 2 | Shares | Sole | 2026-04-07 | ||||
| Mid Allworth Financial LP | $18 | 0.00% | 2 | Shares | Sole | 2026-05-15 | ||||
| Micro True Wealth Design, LLC | $18 | 0.00% | 2 | Shares | Sole | 2026-04-13 | ||||
| Mid IFP Advisors, Inc | $9 | 0.00% | 1 | Shares | Sole | 2026-04-13 | ||||
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