Carlsmed, Inc.
CARL- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001794546
In the last 90 days, Carlsmed, Inc. insiders filed 1 open-market purchase and 0 sales; 74 institutions reported holding it in 13F filings for Q2 2026, worth $59.3M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Carlsmed, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 48
- +48 vs. Q2 2025
- Shares held
- 4.66M
- +4.66M vs. Q2 2025
- Total value
- $62.4M
- +$62.4M vs. Q2 2025
- New holders
- 48
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CARL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 74 | $59.3M |
| Q1 2026 | 66 | $48.0M |
| Q4 2025 | 57 | $57.7M |
| Q3 2025 | 48 | $62.4M |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Carlsmed, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OrbiMed Advisors LLC | 1,252,600 | $16.8M | 0.40% | +1,252,600 | New |
| Janus Henderson Group PLC | 1,092,537 | $14.6M | 0.01% | +1,092,537 | New |
| BlackRock, Inc. | 385,439 | $5.16M | 0.00% | +385,439 | New |
| Avidity Partners Management LP | 321,912 | $4.31M | 0.98% | +321,912 | New |
| Vanguard Group Inc | 227,195 | $3.04M | 0.00% | +227,195 | New |
| Teacher Retirement System of Texas | 175,000 | $2.34M | 0.01% | +175,000 | New |
| Russell Investments Group, Ltd. | 158,946 | $2.13M | 0.00% | +158,946 | New |
| TD Waterhouse Canada Inc. | 152,242 | $2.03M | 0.01% | +152,242 | New |
| Geode Capital Management, LLC | 147,548 | $1.98M | 0.00% | +147,548 | New |
| Citadel Advisors LLC | 110,000 | $1.47M | 0.00% | +110,000 | New |
| Kornitzer Capital Management Inc | 55,000 | $736.5K | 0.01% | +55,000 | New |
| Northern Trust Corp | 52,448 | $702.3K | 0.00% | +52,448 | New |
| Zimmer Partners, LP | 50,000 | $669.5K | 0.02% | +50,000 | New |
| Ghisallo Capital Management LLC | 50,000 | $669.5K | 0.02% | +50,000 | New |
| Burkehill Global Management, LP | 50,000 | $669.5K | 0.04% | +50,000 | New |
| State Street Corp | 41,724 | $558.7K | 0.00% | +41,724 | New |
| Monashee Investment Management LLC | 40,000 | $535.6K | 0.27% | +40,000 | New |
| Nuveen, LLC | 30,710 | $411.2K | 0.00% | +30,710 | New |
| Cohen & Steers, Inc. | 30,000 | $402.0K | 0.00% | +30,000 | New |
| Boston Partners | 29,317 | $392.6K | 0.00% | +29,317 | New |
| Board of Trustees of The Leland Stanford Junior University | 25,030 | $335.2K | 0.04% | +25,030 | New |
| UBS Group AG | 24,203 | $324.1K | 0.00% | +24,203 | New |
| Woodline Partners LP | 23,210 | $310.8K | 0.00% | +23,210 | New |
| Millennium Management LLC | 20,762 | $278.0K | 0.00% | +20,762 | New |
| Charles Schwab Investment Management Inc | 16,775 | $224.6K | 0.00% | +16,775 | New |
| Bank of America Corp | 15,069 | $201.8K | 0.00% | +15,069 | New |
| Janney Montgomery Scott LLC | 14,800 | $198.0K | 0.00% | +14,800 | New |
| Bank of New York Mellon Corp | 11,254 | $150.7K | 0.00% | +11,254 | New |
| D. E. Shaw & Co., Inc. | 10,037 | $134.4K | 0.00% | +10,037 | New |
| Barclays PLC | 9,612 | $128.7K | 0.00% | +9,612 | New |
| Morgan Stanley | 9,525 | $127.5K | 0.00% | +9,525 | New |
| Rhumbline Advisers | 5,903 | $79.0K | 0.00% | +5,903 | New |
| Wells Fargo & Company | 4,845 | $64.9K | 0.00% | +4,845 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,152 | $42.2K | 0.00% | +3,152 | New |
| JPMorgan Chase & Co | 2,734 | $36.6K | 0.00% | +2,734 | New |
| BNP Paribas Arbitrage, SA | 2,500 | $33.5K | 0.00% | +2,500 | New |
| New York State Common Retirement Fund | 1,800 | $24.1K | 0.00% | +1,800 | New |
| Tower Research Capital LLC (TRC) | 1,495 | $20.0K | 0.00% | +1,495 | New |
| Police & Firemen's Retirement System of New Jersey | 1,258 | $16.8K | 0.00% | +1,258 | New |
| STRS Ohio | 1,200 | $16.1K | 0.00% | +1,200 | New |
| iA Global Asset Management Inc. | 1,000 | $13.0K | 0.00% | +1,000 | New |
| Legal & General Group Plc | 657 | $8.82K | 0.00% | +657 | New |
| Ameritas Investment Partners, Inc. | 565 | $7.57K | 0.00% | +565 | New |
| Amalgamated Bank | 220 | $3.00K | 0.00% | +220 | New |
| Citigroup Inc | 220 | $2.95K | 0.00% | +220 | New |
| Sterling Capital Management LLC | 160 | $2.14K | 0.00% | +160 | New |
| FMR LLC | 4 | $54 | 0.00% | +4 | New |
| Royal Bank of Canada | 66 | $0 | 0.00% | +66 | New |