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, Q2 2026
Institutional positions in Carlsmed, Inc. as of Jun 30, 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
- 74
- +10 vs. Q1 2026
- Shares held
- 5.72M
- +1.64M (+40.3%) vs. Q1 2026
- Total value
- $59.3M
- +$22.4M (+60.9%) vs. Q1 2026
- New holders
- 23
- 32 more added
- Sold out
- 13
- 12 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Carlsmed, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 1 | $11 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 5 | $53 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 7 | $73 | 0.00% | +3+75.0% | Added |
| SJS Investment Consulting Inc. | 19 | $198 | 0.00% | +19 | New |
| Advisor Group Holdings, Inc. | 20 | $208 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 24 | $249 | 0.00% | +24 | New |
| Fortitude Family Office, LLC | 30 | $311 | 0.00% | +30 | New |
| True Wealth Design, LLC | 52 | $540 | 0.00% | +50+2,500.0% | Added |
| IFP Advisors, Inc | 53 | $550 | 0.00% | +52+5,200.0% | Added |
| Essential Partners LLC | 68 | $706 | 0.00% | +64+1,600.0% | Added |
| Farther Finance Advisors, LLC | 96 | $1.00K | 0.00% | +94+4,700.0% | Added |
| Sterling Capital Management LLC | 105 | $1.09K | 0.00% | −25−19.2% | Reduced |
| California State Teachers Retirement System | 114 | $1.18K | 0.00% | −346−75.2% | Reduced |
| Allworth Financial LP | 180 | $1.87K | 0.00% | +178+8,900.0% | Added |
| EverSource Wealth Advisors, LLC | 207 | $2.15K | 0.00% | +207 | New |
| Royal Bank of Canada | 500 | $5.00K | 0.00% | −72−12.6% | Reduced |
| Ameritas Investment Partners, Inc. | 565 | $5.87K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 600 | $6.23K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 630 | $7.41K | 0.00% | +250+65.8% | Added |
| SRS Capital Advisors, Inc. | 749 | $7.78K | 0.00% | +749 | New |
| Legal & General Group Plc | 1,024 | $10.7K | 0.00% | +445+76.9% | Added |
| FMR LLC | 1,155 | $12.0K | 0.00% | −141−10.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,205 | $12.5K | 0.00% | −464−27.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,234 | $12.8K | 0.00% | +1,234 | New |
| Police & Firemen's Retirement System of New Jersey | 1,258 | $13.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,443 | $15.0K | 0.00% | −334−18.8% | Reduced |
| New York State Common Retirement Fund | 1,800 | $18.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 3,577 | $37.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,893 | $40.4K | 0.00% | +545+16.3% | Added |
| Citigroup Inc | 4,377 | $45.4K | 0.00% | +3,968+970.2% | Added |
| JPMorgan Chase & Co | 5,264 | $58.5K | 0.00% | +201+4.0% | Added |
| Rhumbline Advisers | 5,788 | $60.1K | 0.00% | +607+11.7% | Added |
| Wells Fargo & Company | 7,723 | $80.2K | 0.00% | +4,390+131.7% | Added |
| Deutsche Bank AG | 10,180 | $105.7K | 0.00% | +348+3.5% | Added |
| Bank of America Corp | 10,396 | $107.9K | 0.00% | −5,187−33.3% | Reduced |
| Trexquant Investment LP | 11,001 | $114.2K | 0.00% | +11,001 | New |
| Zevenbergen Capital Investments LLC | 11,900 | $123.5K | 0.00% | +11,900 | New |
| Board of Trustees of The Leland Stanford Junior University | 12,516 | $129.9K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,025 | $135.0K | 0.00% | +13,025 | New |
| Arrowstreet Capital, Limited Partnership | 14,040 | $145.7K | 0.00% | +14,040 | New |
| Centiva Capital, LP | 14,891 | $154.6K | 0.01% | +2,146+16.8% | Added |
| Alpine Woods Capital Investors, LLC | 15,542 | $161.3K | 0.04% | +15,542 | New |
| UBS Group AG | 16,749 | $173.9K | 0.00% | +6,446+62.6% | Added |
| Charles Schwab Investment Management Inc | 17,276 | $179.3K | 0.00% | +501+3.0% | Added |
| Bank of New York Mellon Corp | 17,452 | $181.2K | 0.00% | +4,347+33.2% | Added |
| Mercer Global Advisors Inc | 17,462 | $181.3K | 0.00% | +2,369+15.7% | Added |
| Two Sigma Investments, LP | 18,008 | $186.9K | 0.00% | +18,008 | New |
| Jump Financial, LLC | 19,414 | $201.5K | 0.00% | +19,414 | New |
| Marshall Wace, LLP | 21,283 | $220.9K | 0.00% | +21,283 | New |
| Boston Partners | 22,375 | $232.3K | 0.00% | −2,826−11.2% | Reduced |
| Bridgeway Capital Management, LLC | 25,000 | $259.5K | 0.00% | +25,000 | New |
| Morgan Stanley | 30,699 | $318.7K | 0.00% | +19,273+168.7% | Added |
| BNP Paribas Arbitrage, SA | 39,951 | $414.7K | 0.00% | +37,384+1,456.3% | Added |
| Vanguard Fiduciary Trust Co | 49,928 | $518.3K | 0.00% | +4,529+10.0% | Added |
| Kornitzer Capital Management Inc | 51,688 | $536.5K | 0.01% | −1,744−3.3% | Reduced |
| Vanguard Portfolio Management LLC | 56,948 | $591.1K | 0.00% | +9,304+19.5% | Added |
| D. E. Shaw & Co., Inc. | 60,439 | $627.4K | 0.00% | +60,439 | New |
| Goldman Sachs Group Inc | 63,126 | $655.2K | 0.00% | +40,488+178.8% | Added |
| Northern Trust Corp | 64,633 | $670.9K | 0.00% | +10,157+18.6% | Added |
| Jane Street Group, LLC | 73,389 | $761.8K | 0.00% | +58,353+388.1% | Added |
| AQR Capital Management LLC | 92,159 | $956.6K | 0.00% | +92,159 | New |
| Citadel Advisors LLC | 101,726 | $1.06M | 0.00% | +57,131+128.1% | Added |
| State Street Corp | 133,083 | $1.38M | 0.00% | +19,366+17.0% | Added |
| Russell Investments Group, Ltd. | 139,142 | $1.44M | 0.00% | −20,149−12.6% | Reduced |
| Geode Capital Management, LLC | 204,655 | $2.13M | 0.00% | +11,482+5.9% | Added |
| Schonfeld Strategic Advisors LLC | 224,804 | $2.33M | 0.01% | −58,376−20.6% | Reduced |
| Vanguard Capital Management LLC | 238,727 | $2.48M | 0.00% | −37,404−13.5% | Reduced |
| Palumbo Wealth Management LLC | 267,298 | $2.77M | 0.59% | +267,298 | New |
| Millennium Management LLC | 295,907 | $3.07M | 0.00% | +295,907 | New |
| Pier Capital, LLC | 373,677 | $3.88M | 0.51% | +373,677 | New |
| KCM Capital Inc | 440,000 | $4.57M | 0.75% | +240,000+120.0% | Added |
| BlackRock, Inc. | 532,593 | $5.53M | 0.00% | +85,701+19.2% | Added |
| Parkman Healthcare Partners LLC | 597,318 | $6.20M | 0.64% | +76,195+14.6% | Added |
| Jupiter Topco LLC | 1,251,616 | $13.0M | 0.01% | +1,251,616 | New |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −1,252,600−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,738−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,352−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,337−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Sunrise Financial Services, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |