CarlsmedCARL
13F holders, Q2 2026 (June 30)74holders +8
22new positions
13sold out
4famous investors
$10.38avg. 13F price*
At the end of Q2 2026, 74 institutions reported holding Carlsmed Inc. (CARL) in their 13F filings, up 8 from Q1 2026. 22 opened new positions and 13 sold out. The largest holders were Jupiter Topco LLC ($13.0M), Parkman Healthcare Partners LLC ($6.2M) and BlackRock, Inc. ($5.5M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Carlsmed Inc.
- CUSIP
- 14280C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $12.9M |
| Exits | 13 | $12.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,937,329 shares bought and 1,547,678 shares sold, net +389,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Jupiter Topco LLC | 0.01% | — | 1,251,616 | $13.0M |
| Parkman Healthcare Partners LLC | 0.64% | Add +14.6% | 597,318 | $6.2M |
| BlackRock, Inc. | 0.00% | Add +19.2% | 532,593 | $5.5M |
| KCM Capital Inc | 0.75% | Add +120.0% | 440,000 | $4.6M |
| Pier Capital, LLC | 0.51% | New | 373,677 | $3.9M |
| Millennium Management | 0.00% | New | 295,907 | $3.1M |
| Palumbo Wealth Management LLC | 0.58% | New | 267,298 | $2.8M |
| Vanguard Capital Management LLC | 0.00% | Reduce -13.6% | 238,727 | $2.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -20.6% | 224,804 | $2.3M |
| Geode Capital Management, LLC | 0.00% | Add +5.9% | 204,655 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.7% | 139,142 | $1.4M |
| State Street Corp. | 0.00% | Add +17.0% | 133,083 | $1.4M |
| Citadel Advisors | 0.00% | Add +128.1% | 101,726 | $1.1M |
| AQR Capital Management | 0.00% | New | 92,159 | $957K |
| Jane Street Group, LLC | 0.00% | Add +388.1% | 73,389 | $762K |
| Northern Trust Corp. | 0.00% | Add +18.6% | 64,633 | $671K |
| Goldman Sachs Group Inc. | 0.00% | Add +178.8% | 63,126 | $655K |
| D. E. Shaw & Co. | 0.00% | New | 60,439 | $627K |
| Vanguard Portfolio Management LLC | 0.00% | Add +19.5% | 56,948 | $591K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -3.3% | 51,688 | $537K |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +10.0% | 49,928 | $518K |
| BNP Paribas Financial Markets | 0.00% | Add +1456.3% | 39,951 | $415K |
| Morgan Stanley | 0.00% | Add +168.7% | 30,699 | $319K |
| Bridgeway Capital Management, LLC | 0.00% | New | 25,000 | $260K |
| Boston Partners | 0.00% | Reduce -11.2% | 22,375 | $232K |
| Marshall Wace, LLP | 0.00% | New | 21,283 | $221K |
| Jump Financial, LLC | 0.00% | New | 19,414 | $202K |
| Two Sigma Investments, LP | 0.00% | New | 18,008 | $187K |
| Mercer Global Advisors Inc. | 0.00% | Add +15.7% | 17,462 | $181K |
| Bank of New York Mellon Corp | 0.00% | Add +33.2% | 17,452 | $181K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.0% | 17,276 | $179K |
| UBS Group AG | 0.00% | Add +62.6% | 16,749 | $174K |
| Alpine Woods Capital Investors, LLC | 0.04% | New | 15,542 | $161K |
| Centiva Capital, LP | 0.01% | Add +16.8% | 14,891 | $155K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 14,040 | $146K |
| Janney Montgomery Scott LLC | 0.00% | New | 13,025 | $135K |
| Board of Trustees of The Leland Stanford Junior University | 0.02% | No change | 12,516 | $130K |
| Zevenbergen Capital Investments LLC | 0.00% | New | 11,900 | $124K |
| Trexquant Investment LP | 0.00% | New | 11,001 | $114K |
| Bank of America Corp. | 0.00% | Reduce -33.3% | 10,396 | $108K |
| Deutsche Bank AG | 0.00% | Add +3.5% | 10,180 | $106K |
| Wells Fargo & Company | 0.00% | Add +131.7% | 7,723 | $80K |
| Rhumbline Advisers | 0.00% | Add +11.7% | 5,788 | $60K |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 5,264 | $59K |
| Citigroup Inc. | 0.00% | Add +970.2% | 4,377 | $45K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +16.3% | 3,893 | $40K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 3,577 | $37K |
| New York State Common Retirement Fund | 0.00% | No change | 1,800 | $19K |
| Barclays PLC | 0.00% | Reduce -18.8% | 1,443 | $15K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,258 | $13K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 1,234 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -27.8% | 1,205 | $13K |
| FMR LLC | 0.00% | Reduce -10.9% | 1,155 | $12K |
| Legal & General Group Plc | 0.00% | Add +76.9% | 1,024 | $11K |
| Arax Advisory Partners | 0.00% | New | 749 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +65.8% | 630 | $7K |
| US Bancorp \de | 0.00% | No change | 600 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 565 | $6K |
| Royal Bank of Canada | 0.00% | Reduce -12.6% | 500 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 207 | $2K |
| Allworth Financial LP | 0.00% | Add +8900.0% | 180 | $2K |
| California State Teachers Retirement System | 0.00% | Reduce -75.2% | 114 | $1K |
| Sterling Capital Management LLC | 0.00% | Reduce -19.2% | 105 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +4700.0% | 96 | $1K |
| Essential Partners LLC | 0.00% | Add +1600.0% | 68 | $706 |
| IFP Advisors, Inc | 0.00% | Add +5200.0% | 53 | $550 |
| True Wealth Design, LLC | 0.00% | Add +2500.0% | 52 | $540 |
| Fortitude Family Office, LLC | 0.00% | New | 30 | $311 |
| Rothschild Investment LLC | 0.00% | New | 24 | $249 |
| Osaic Holdings, Inc. | 0.00% | No change | 20 | $208 |
| SJS Investment Consulting Inc. | 0.00% | New | 19 | $198 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +75.0% | 7 | $73 |
| Clearstead Advisors, LLC | 0.00% | New | 5 | $53 |
| JPL Wealth Management, LLC | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is CARL's weight in each manager's 13F, not the share of Carlsmed Inc. the manager owns.