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