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, Q4 2025
Institutional positions in Carlsmed, Inc. as of Dec 31, 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
- 57
- +9 vs. Q3 2025
- Shares held
- 4.67M
- +13.1K (+0.3%) vs. Q3 2025
- Total value
- $57.7M
- −$4.68M (−7.5%) vs. Q3 2025
- New holders
- 16
- 20 more added
- Sold out
- 7
- 9 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Carlsmed, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OrbiMed Advisors LLC | 1,252,600 | $15.5M | 0.32% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,140,618 | $14.1M | 0.01% | +48,081+4.4% | Added |
| BlackRock, Inc. | 427,474 | $5.28M | 0.00% | +42,035+10.9% | Added |
| Vanguard Group Inc | 360,082 | $4.45M | 0.00% | +132,887+58.5% | Added |
| Teacher Retirement System of Texas | 175,000 | $2.16M | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 175,405 | $2.15M | 0.01% | +23,163+15.2% | Added |
| Geode Capital Management, LLC | 162,033 | $2.00M | 0.00% | +14,485+9.8% | Added |
| Russell Investments Group, Ltd. | 160,238 | $1.98M | 0.00% | +1,292+0.8% | Added |
| Millennium Management LLC | 128,970 | $1.59M | 0.00% | +108,208+521.2% | Added |
| State Street Corp | 68,941 | $851.4K | 0.00% | +27,217+65.2% | Added |
| Norges Bank | 65,000 | $802.8K | 0.00% | +65,000 | New |
| Kornitzer Capital Management Inc | 55,235 | $682.2K | 0.01% | +235+0.4% | Added |
| Northern Trust Corp | 50,700 | $626.1K | 0.00% | −1,748−3.3% | Reduced |
| Ghisallo Capital Management LLC | 50,000 | $617.5K | 0.03% | 00.0% | Unchanged |
| Burkehill Global Management, LP | 50,000 | $617.5K | 0.04% | 00.0% | Unchanged |
| Sectoral Asset Management Inc | 47,700 | $589.1K | 0.47% | +47,700 | New |
| Wesbanco Bank Inc | 37,000 | $456.9K | 0.01% | +37,000 | New |
| Boston Partners | 26,100 | $322.3K | 0.00% | −3,217−11.0% | Reduced |
| Board of Trustees of The Leland Stanford Junior University | 25,030 | $309.1K | 0.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 24,300 | $300.1K | 0.00% | +24,300 | New |
| Bank of America Corp | 21,136 | $261.0K | 0.00% | +6,067+40.3% | Added |
| Cohen & Steers, Inc. | 20,000 | $247.0K | 0.00% | −10,000−33.3% | Reduced |
| Charles Schwab Investment Management Inc | 16,775 | $207.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,800 | $195.0K | 0.00% | +1,000+6.8% | Added |
| Mercer Global Advisors Inc | 15,155 | $187.2K | 0.00% | +15,155 | New |
| Goldman Sachs Group Inc | 13,600 | $168.0K | 0.00% | +13,600 | New |
| Morgan Stanley | 13,329 | $164.6K | 0.00% | +3,804+39.9% | Added |
| Bank of New York Mellon Corp | 13,104 | $161.8K | 0.00% | +1,850+16.4% | Added |
| UBS Group AG | 10,686 | $132.0K | 0.00% | −13,517−55.8% | Reduced |
| Barclays PLC | 10,633 | $131.3K | 0.00% | +1,021+10.6% | Added |
| Deutsche Bank AG | 9,832 | $121.4K | 0.00% | +9,832 | New |
| Wells Fargo & Company | 7,834 | $96.8K | 0.00% | +2,989+61.7% | Added |
| Rhumbline Advisers | 4,419 | $54.6K | 0.00% | −1,484−25.1% | Reduced |
| JPMorgan Chase & Co | 3,250 | $40.1K | 0.00% | +516+18.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,240 | $40.0K | 0.00% | +88+2.8% | Added |
| BNP Paribas Arbitrage, SA | 2,150 | $26.6K | 0.00% | −350−14.0% | Reduced |
| New York State Common Retirement Fund | 1,800 | $22.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,258 | $15.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,026 | $13.0K | 0.00% | +960+1,454.5% | Added |
| Tower Research Capital LLC (TRC) | 1,032 | $12.7K | 0.00% | −463−31.0% | Reduced |
| iA Global Asset Management Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 657 | $8.09K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 565 | $6.98K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 417 | $5.15K | 0.00% | +417 | New |
| Jones Financial Companies LLLP | 380 | $4.69K | 0.00% | +380 | New |
| FMR LLC | 307 | $3.79K | 0.00% | +303+7,575.0% | Added |
| Amalgamated Bank | 213 | $3.00K | 0.00% | −7−3.2% | Reduced |
| Citigroup Inc | 187 | $2.31K | 0.00% | −33−15.0% | Reduced |
| Sterling Capital Management LLC | 179 | $2.21K | 0.00% | +19+11.9% | Added |
| CWM, LLC | 167 | $2.00K | 0.00% | +167 | New |
| Advisor Group Holdings, Inc. | 20 | $247 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 5 | $62 | 0.00% | +5 | New |
| True Wealth Design, LLC | 4 | $50 | 0.00% | +4 | New |
| Allworth Financial LP | 2 | $25 | 0.00% | +2 | New |
| IFP Advisors, Inc | 2 | $25 | 0.00% | +2 | New |
| Essential Partners LLC | 1 | $12 | 0.00% | +1 | New |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −321,912−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −30,710−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −23,210−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −10,037−100.0% | Sold out |