CarlsmedCARL
13F holders, Q4 2025 (December 31)57holders +9
15new positions
7sold out
2famous investors
$12.35avg. 13F price*
At the end of Q4 2025, 57 institutions reported holding Carlsmed Inc. (CARL) in their 13F filings, up 9 from Q3 2025. 15 opened new positions and 7 sold out. The largest holders were Orbimed Advisors LLC ($15.5M), Janus Henderson Group PLC ($14.1M) and BlackRock, Inc. ($5.3M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Carlsmed Inc.
- CUSIP
- 14280C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $1.8M |
| Exits | 7 | $7.8M |
All 13F filers, Q3 2025 → Q4 2025: 564,805 shares bought and 616,688 shares sold, net −51,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Orbimed Advisors LLC | 0.32% | No change | 1,252,600 | $15.5M |
| Janus Henderson Group PLC | 0.01% | Add +4.4% | 1,140,618 | $14.1M |
| BlackRock, Inc. | 0.00% | Add +10.9% | 427,474 | $5.3M |
| Vanguard Group Inc. | 0.00% | Add +58.5% | 360,082 | $4.4M |
| Teacher Retirement System of Texas | 0.01% | No change | 175,000 | $2.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +15.2% | 175,405 | $2.2M |
| Geode Capital Management, LLC | 0.00% | Add +9.8% | 162,033 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.8% | 160,238 | $2.0M |
| Millennium Management | 0.00% | Add +521.2% | 128,970 | $1.6M |
| State Street Corp. | 0.00% | Add +65.2% | 68,941 | $851K |
| Norges Bank | 0.00% | — | 65,000 | $803K |
| Kornitzer Capital Management Inc. | 0.01% | Add +0.4% | 55,235 | $682K |
| Northern Trust Corp. | 0.00% | Reduce -3.3% | 50,700 | $626K |
| Burkehill Global Management, LP | 0.04% | No change | 50,000 | $618K |
| Ghisallo Capital Management LLC | 0.03% | No change | 50,000 | $618K |
| Sectoral Asset Management Inc. | 0.47% | New | 47,700 | $589K |
| Wesbanco Bank Inc. | 0.01% | New | 37,000 | $457K |
| Boston Partners | 0.00% | Reduce -11.0% | 26,100 | $322K |
| Board of Trustees of The Leland Stanford Junior University | 0.06% | No change | 25,030 | $309K |
| Renaissance Technologies | 0.00% | New | 24,300 | $300K |
| Bank of America Corp. | 0.00% | Add +40.3% | 21,136 | $261K |
| Cohen & Steers, Inc. | 0.00% | Reduce -33.3% | 20,000 | $247K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 16,775 | $207K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.8% | 15,800 | $195K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,155 | $187K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,600 | $168K |
| Morgan Stanley | 0.00% | Add +39.9% | 13,329 | $165K |
| Bank of New York Mellon Corp | 0.00% | Add +16.4% | 13,104 | $162K |
| UBS Group AG | 0.00% | Reduce -55.9% | 10,686 | $132K |
| Barclays PLC | 0.00% | Add +10.6% | 10,633 | $131K |
| Deutsche Bank AG | 0.00% | New | 9,832 | $121K |
| Wells Fargo & Company | 0.00% | Add +61.7% | 7,834 | $97K |
| Rhumbline Advisers | 0.00% | Reduce -25.1% | 4,419 | $55K |
| JPMorgan Chase & Co. | 0.00% | Add +18.9% | 3,250 | $40K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.8% | 3,240 | $40K |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.0% | 2,150 | $27K |
| New York State Common Retirement Fund | 0.00% | No change | 1,800 | $22K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,258 | $16K |
| STRS Ohio | 0.00% | No change | 1,200 | $15K |
| Royal Bank of Canada | 0.00% | Add +1454.5% | 1,026 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -31.0% | 1,032 | $13K |
| iA Global Asset Management Inc. | 0.00% | No change | 1,000 | $12K |
| Legal & General Group Plc | 0.00% | No change | 657 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 565 | $7K |
| California State Teachers Retirement System | 0.00% | New | 417 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 380 | $5K |
| FMR LLC | 0.00% | Add +7575.0% | 307 | $4K |
| Amalgamated Bank | 0.00% | Reduce -3.2% | 213 | $3K |
| Citigroup Inc. | 0.00% | Reduce -15.0% | 187 | $2K |
| Sterling Capital Management LLC | 0.00% | Add +11.9% | 179 | $2K |
| Cwm, LLC | 0.00% | New | 167 | $2K |
| Osaic Holdings, Inc. | 0.00% | New | 20 | $247 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 5 | $62 |
| True Wealth Design, LLC | 0.00% | New | 4 | $50 |
| Allworth Financial LP | 0.00% | New | 2 | $25 |
| IFP Advisors, Inc | 0.00% | New | 2 | $25 |
| Essential Partners LLC | 0.00% | New | 1 | $12 |
"% of holder's portfolio" is CARL's weight in each manager's 13F, not the share of Carlsmed Inc. the manager owns.