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, Q1 2026
Institutional positions in Carlsmed, Inc. as of Mar 31, 2026. 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
- 66
- +11 vs. Q4 2025
- Shares held
- 5.30M
- +1.05M (+24.8%) vs. Q4 2025
- Total value
- $48.0M
- −$4.46M (−8.5%) vs. Q4 2025
- New holders
- 21
- 16 more added
- Sold out
- 10
- 18 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Carlsmed, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $9 | 0.00% | −1−50.0% | Reduced |
| True Wealth Design, LLC | 2 | $19 | 0.00% | −2−50.0% | Reduced |
| Allworth Financial LP | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $19 | 0.00% | +2 | New |
| Advisory Services Network, LLC | 3 | $27 | 0.00% | +3 | New |
| Essential Partners LLC | 4 | $36 | 0.00% | +3+300.0% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $36 | 0.00% | +4 | New |
| MAI Capital Management | 4 | $37 | 0.00% | +4 | New |
| Root Financial Partners, LLC | 15 | $136 | 0.00% | +15 | New |
| Advisor Group Holdings, Inc. | 20 | $181 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 26 | $235 | 0.00% | +26 | New |
| CWM, LLC | 59 | $534 | 0.00% | −108−64.7% | Reduced |
| Sterling Capital Management LLC | 130 | $1.18K | 0.00% | −49−27.4% | Reduced |
| GAMMA Investing LLC | 135 | $1.22K | 0.00% | +135 | New |
| Jones Financial Companies LLLP | 380 | $3.67K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 409 | $3.70K | 0.00% | +222+118.7% | Added |
| California State Teachers Retirement System | 460 | $4.16K | 0.00% | +43+10.3% | Added |
| Royal Bank of Canada | 572 | $5.00K | 0.00% | −454−44.2% | Reduced |
| Ameritas Investment Partners, Inc. | 565 | $5.11K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 579 | $5.26K | 0.00% | −78−11.9% | Reduced |
| US Bancorp | 600 | $5.43K | 0.00% | +600 | New |
| Police & Firemen's Retirement System of New Jersey | 1,258 | $11.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,296 | $11.7K | 0.00% | +989+322.1% | Added |
| Tower Research Capital LLC (TRC) | 1,669 | $15.1K | 0.00% | +637+61.7% | Added |
| Barclays PLC | 1,777 | $16.1K | 0.00% | −8,856−83.3% | Reduced |
| New York State Common Retirement Fund | 1,800 | $16.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,567 | $23.2K | 0.00% | +417+19.4% | Added |
| Wells Fargo & Company | 3,333 | $30.2K | 0.00% | −4,501−57.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,348 | $30.3K | 0.00% | +108+3.3% | Added |
| Vanguard Global Advisers, LLC | 3,577 | $32.4K | 0.00% | +3,577 | New |
| JPMorgan Chase & Co | 5,063 | $46.7K | 0.00% | +1,813+55.8% | Added |
| Rhumbline Advisers | 5,181 | $46.9K | 0.00% | +762+17.2% | Added |
| Deutsche Bank AG | 9,832 | $89.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,303 | $93.2K | 0.00% | −383−3.6% | Reduced |
| Renaissance Technologies LLC | 10,400 | $94.1K | 0.00% | −13,900−57.2% | Reduced |
| Morgan Stanley | 11,426 | $103.4K | 0.00% | −1,903−14.3% | Reduced |
| HRT Financial LP | 12,337 | $111.0K | 0.00% | +12,337 | New |
| Board of Trustees of The Leland Stanford Junior University | 12,516 | $113.3K | 0.01% | −12,514−50.0% | Reduced |
| Centiva Capital, LP | 12,745 | $115.3K | 0.01% | +12,745 | New |
| Bank of New York Mellon Corp | 13,105 | $118.6K | 0.00% | +10.0% | Added |
| Quadrature Capital Ltd | 13,352 | $120.8K | 0.00% | +13,352 | New |
| Jane Street Group, LLC | 15,036 | $136.1K | 0.00% | +15,036 | New |
| Mercer Global Advisors Inc | 15,093 | $136.6K | 0.00% | −62−0.4% | Reduced |
| Bank of America Corp | 15,583 | $141.0K | 0.00% | −5,553−26.3% | Reduced |
| Charles Schwab Investment Management Inc | 16,775 | $151.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 20,000 | $192.0K | 0.00% | −155,405−88.6% | Reduced |
| Goldman Sachs Group Inc | 22,638 | $204.9K | 0.00% | +9,038+66.5% | Added |
| XTX Topco Ltd | 24,738 | $223.9K | 0.00% | +24,738 | New |
| Boston Partners | 25,201 | $228.1K | 0.00% | −899−3.4% | Reduced |
| Wesbanco Bank Inc | 37,000 | $334.9K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 44,595 | $403.6K | 0.00% | +44,595 | New |
| Vanguard Fiduciary Trust Co | 45,399 | $410.9K | 0.00% | +45,399 | New |
| Vanguard Portfolio Management LLC | 47,644 | $431.2K | 0.00% | +47,644 | New |
| Burkehill Global Management, LP | 50,000 | $452.5K | 0.02% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 53,432 | $483.6K | 0.01% | −1,803−3.3% | Reduced |
| Northern Trust Corp | 54,476 | $493.0K | 0.00% | +3,776+7.4% | Added |
| State Street Corp | 113,717 | $1.03M | 0.00% | +44,776+64.9% | Added |
| Russell Investments Group, Ltd. | 159,291 | $1.44M | 0.00% | −947−0.6% | Reduced |
| Geode Capital Management, LLC | 193,173 | $1.75M | 0.00% | +31,140+19.2% | Added |
| KCM Capital Inc | 200,000 | $1.81M | 0.34% | +200,000 | New |
| Vanguard Capital Management LLC | 276,131 | $2.50M | 0.00% | +276,131 | New |
| Schonfeld Strategic Advisors LLC | 283,180 | $2.56M | 0.02% | +283,180 | New |
| BlackRock, Inc. | 446,892 | $4.04M | 0.00% | +19,418+4.5% | Added |
| Parkman Healthcare Partners LLC | 521,123 | $4.72M | 0.49% | +521,123 | New |
| Janus Henderson Group PLC | 1,227,452 | $11.1M | 0.01% | +86,834+7.6% | Added |
| OrbiMed Advisors LLC | 1,252,600 | $11.3M | 0.26% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −128,970−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −47,700−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |