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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 66 | $0 | 0.00% | +66 | New |
| FMR LLC | 4 | $54 | 0.00% | +4 | New |
| Sterling Capital Management LLC | 160 | $2.14K | 0.00% | +160 | New |
| Citigroup Inc | 220 | $2.95K | 0.00% | +220 | New |
| Amalgamated Bank | 220 | $3.00K | 0.00% | +220 | New |
| Ameritas Investment Partners, Inc. | 565 | $7.57K | 0.00% | +565 | New |
| Legal & General Group Plc | 657 | $8.82K | 0.00% | +657 | New |
| iA Global Asset Management Inc. | 1,000 | $13.0K | 0.00% | +1,000 | New |
| STRS Ohio | 1,200 | $16.1K | 0.00% | +1,200 | New |
| Police & Firemen's Retirement System of New Jersey | 1,258 | $16.8K | 0.00% | +1,258 | New |
| Tower Research Capital LLC (TRC) | 1,495 | $20.0K | 0.00% | +1,495 | New |
| New York State Common Retirement Fund | 1,800 | $24.1K | 0.00% | +1,800 | New |
| BNP Paribas Arbitrage, SA | 2,500 | $33.5K | 0.00% | +2,500 | New |
| JPMorgan Chase & Co | 2,734 | $36.6K | 0.00% | +2,734 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,152 | $42.2K | 0.00% | +3,152 | New |
| Wells Fargo & Company | 4,845 | $64.9K | 0.00% | +4,845 | New |
| Rhumbline Advisers | 5,903 | $79.0K | 0.00% | +5,903 | New |
| Morgan Stanley | 9,525 | $127.5K | 0.00% | +9,525 | New |
| Barclays PLC | 9,612 | $128.7K | 0.00% | +9,612 | New |
| D. E. Shaw & Co., Inc. | 10,037 | $134.4K | 0.00% | +10,037 | New |
| Bank of New York Mellon Corp | 11,254 | $150.7K | 0.00% | +11,254 | New |
| Janney Montgomery Scott LLC | 14,800 | $198.0K | 0.00% | +14,800 | New |
| Bank of America Corp | 15,069 | $201.8K | 0.00% | +15,069 | New |
| Charles Schwab Investment Management Inc | 16,775 | $224.6K | 0.00% | +16,775 | New |
| Millennium Management LLC | 20,762 | $278.0K | 0.00% | +20,762 | New |
| Woodline Partners LP | 23,210 | $310.8K | 0.00% | +23,210 | New |
| UBS Group AG | 24,203 | $324.1K | 0.00% | +24,203 | New |
| Board of Trustees of The Leland Stanford Junior University | 25,030 | $335.2K | 0.04% | +25,030 | New |
| Boston Partners | 29,317 | $392.6K | 0.00% | +29,317 | New |
| Cohen & Steers, Inc. | 30,000 | $402.0K | 0.00% | +30,000 | New |
| Nuveen, LLC | 30,710 | $411.2K | 0.00% | +30,710 | New |
| Monashee Investment Management LLC | 40,000 | $535.6K | 0.27% | +40,000 | New |
| State Street Corp | 41,724 | $558.7K | 0.00% | +41,724 | 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 |
| Northern Trust Corp | 52,448 | $702.3K | 0.00% | +52,448 | New |
| Kornitzer Capital Management Inc | 55,000 | $736.5K | 0.01% | +55,000 | New |
| Citadel Advisors LLC | 110,000 | $1.47M | 0.00% | +110,000 | New |
| Geode Capital Management, LLC | 147,548 | $1.98M | 0.00% | +147,548 | New |
| TD Waterhouse Canada Inc. | 152,242 | $2.03M | 0.01% | +152,242 | New |
| Russell Investments Group, Ltd. | 158,946 | $2.13M | 0.00% | +158,946 | New |
| Teacher Retirement System of Texas | 175,000 | $2.34M | 0.01% | +175,000 | New |
| Vanguard Group Inc | 227,195 | $3.04M | 0.00% | +227,195 | New |
| Avidity Partners Management LP | 321,912 | $4.31M | 0.98% | +321,912 | New |
| BlackRock, Inc. | 385,439 | $5.16M | 0.00% | +385,439 | New |
| Janus Henderson Group PLC | 1,092,537 | $14.6M | 0.01% | +1,092,537 | New |
| OrbiMed Advisors LLC | 1,252,600 | $16.8M | 0.40% | +1,252,600 | New |