CARLSMED INC (CARL)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
75
Reporting holders
$59.6M
Reported value
21.2%
Of shares outstanding
0.0%
Held as options
+10
Holder change
Institutions report 5,783,380 shares against 27,302,743 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Jupiter Topco LLC | $13.0M | 1,251,616 | 0.01% | new | FIRST |
| Parkman Healthcare Partners LLC | $6.2M | 597,318 | 0.63% | 2q | +14.6%+$790.9K |
| BlackRock, Inc. | $5.5M | 532,593 | 0.00% | 4q | +19.2%+$889.6K |
| KCM Capital Inc | $4.6M | 440,000 | 0.74% | 2q | +120.0%+$2.5M |
| Pier Capital, LLC | $3.9M | 373,677 | 0.51% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $3.1M | 295,907 | 0.00% | new | NEW |
| Palumbo Wealth Management LLC | $2.8M | 267,298 | 0.58% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.5M | 238,727 | 0.00% | 2q | -13.5%-$388.3K |
| Schonfeld Strategic Advisors LLC | $2.3M | 224,804 | 0.01% | 2q | -20.6%-$605.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $2.1M | 204,655 | 0.00% | 4q | +5.9%+$119.2K |
| Russell Investments Group, Ltd. | $1.4M | 139,142 | 0.00% | 4q | -12.6%-$209.1K |
| STATE STREET CORP | $1.4M | 133,083 | 0.00% | 4q | +17.0%+$201.0K |
| CITADEL ADVISORS LLC | $1.1M | 101,726 | 0.00% | 2q | +128.1%+$593.0K |
| AQR CAPITAL MANAGEMENT LLC | $956.6K | 92,159 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $761.8K | 73,389 | 0.00% | 2q | +388.1%+$605.7K |
| NORTHERN TRUST CORP | $670.9K | 64,633 | 0.00% | 4q | +18.6%+$105.4K |
| GOLDMAN SACHS GROUP INC | $655.2K | 63,126 | 0.00% | 3q | +178.8%+$420.3K |
| D. E. Shaw & Co., Inc. | $627.4K | 60,439 | 0.00% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $591.1K | 56,948 | 0.00% | 2q | +19.5%+$96.6K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $536.5K | 51,688 | 0.01% | 4q | -3.3%-$18.1K |
| VANGUARD FIDUCIARY TRUST CO | $518.3K | 49,928 | 0.00% | 2q | +10.0%+$47.0K |
| BNP PARIBAS FINANCIAL MARKETS | $414.7K | 39,951 | 0.00% | 4q | +1456.3%+$388.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $362.5K | 34,924 | 0.00% | 3q | +131.4%+$205.8K |
| MORGAN STANLEY | $318.7K | 30,699 | 0.00% | 4q | +168.7%+$200.1K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $259.5K | 25,000 | 0.00% | new | NEW |
| Boston Partners | $232.2K | 22,375 | 0.00% | 4q | -11.2%-$29.3K |
| MARSHALL WACE, LLP | $220.9K | 21,283 | 0.00% | new | NEW |
| Jump Financial, LLC | $201.5K | 19,414 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $186.9K | 18,008 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $181.2K | 17,452 | 0.00% | 4q | +33.2%+$45.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $179.3K | 17,276 | 0.00% | 4q | +3.0%+$5.2K |
| Sixth Street Partners Management Company, L.P. | $179.3K | 17,276 | 0.00% | new | NEW |
| UBS Group AG | $173.9K | 16,749 | 0.00% | 4q | +62.6%+$66.9K |
| ALPINE WOODS CAPITAL INVESTORS, LLC | $161.3K | 15,542 | 0.04% | new | NEW |
| Centiva Capital, LP | $154.6K | 14,891 | 0.00% | 2q | +16.8%+$22.3K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $145.7K | 14,040 | 0.00% | new | NEW |
| Board of Trustees of The Leland Stanford Junior University | $129.9K | 12,516 | 0.02% | 4q | HELD |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $123.5K | 11,900 | 0.00% | new | NEW |
| Trexquant Investment LP | $114.2K | 11,001 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $107.9K | 10,396 | 0.00% | 4q | -33.3%-$53.8K |
| DEUTSCHE BANK AG\ | $105.7K | 10,180 | 0.00% | 3q | +3.5%+$3.6K |
| WELLS FARGO & COMPANY/MN | $80.2K | 7,723 | 0.00% | 4q | +15.9%+$11.0K |
| RHUMBLINE ADVISERS | $60.1K | 5,788 | 0.00% | 4q | +11.7%+$6.3K |
| JPMORGAN CHASE & CO | $58.5K | 5,264 | 0.00% | 4q | +4.0%+$2.2K |
| Curated Wealth Partners LLC | $53.2K | 45,000 | 0.00% | new | NEW |
| CITIGROUP INC | $45.4K | 4,377 | 0.00% | 4q | +970.2%+$41.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $40.4K | 3,893 | 0.00% | 4q | +16.3%+$5.7K |
| Vanguard Global Advisers, LLC | $37.1K | 3,577 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $18.7K | 1,800 | 0.00% | 4q | HELD |
| BARCLAYS PLC | $15.0K | 1,443 | 0.00% | 4q | -18.8%-$3.5K |
| Police & Firemen's Retirement System of New Jersey | $13.1K | 1,258 | 0.00% | 4q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $12.8K | 1,234 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $12.5K | 1,205 | 0.00% | 4q | -27.8%-$4.8K |
| FMR LLC | $12.0K | 1,155 | 0.00% | 4q | -10.9%-$1.5K |
| Legal & General Group Plc | $10.7K | 1,024 | 0.00% | 4q | +76.9%+$4.6K |
| Integrated Wealth Concepts LLC | $10.4K | 999 | 0.00% | new | NEW |
| Arax Advisory Partners | $7.8K | 749 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $7.4K | 630 | 0.00% | 3q | +65.8%+$2.9K |
| US BANCORP \DE\ | $6.2K | 600 | 0.00% | 2q | HELD |
| Ameritas Investment Partners, Inc. | $5.9K | 565 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $5.0K | 500 | 0.00% | 3q | -12.6% |
| EverSource Wealth Advisors, LLC | $2.1K | 207 | 0.00% | new | NEW |
| Allworth Financial LP | $1.9K | 180 | 0.00% | 3q | +8900.0%+$1.8K |
| Sterling Capital Management LLC | $1.1K | 105 | 0.00% | 4q | -19.2% |
| Farther Finance Advisors, LLC | $1.0K | 96 | 0.00% | 2q | +4700.0% |
| Essential Partners LLC | $706 | 68 | 0.00% | 3q | +1600.0% |
| IFP Advisors, Inc | $550 | 53 | 0.00% | 3q | +5200.0% |
| True Wealth Design, LLC | $540 | 52 | 0.00% | 3q | +2500.0% |
| Fortitude Family Office, LLC | $311 | 30 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $249 | 24 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $208 | 20 | 0.00% | 3q | HELD |
| SJS Investment Consulting Inc. | $198 | 19 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $135 | 13,025 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $73 | 7 | 0.00% | 2q | +75.0% |
| Clearstead Advisors, LLC | $53 | 5 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $11 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 75 | $59.6M | 5,783,380 | 24 | 32 | 11 | 0.0% |
| Q1 2026 | 65 | $47.9M | 5,293,022 | 16 | 15 | 17 | 0.0% |
| Q4 2025 | 52 | $57.3M | 4,636,611 | 16 | 16 | 8 | 0.0% |
| Q3 2025 | 43 | $61.8M | 4,617,322 | 43 | 0 | 0 | 0.0% |