CarlsmedCARL
13F holders, Q1 2026 (March 31)66holders +9
17new positions
10sold out
2famous investors
$9.05avg. 13F price*
At the end of Q1 2026, 66 institutions reported holding Carlsmed Inc. (CARL) in their 13F filings, up 9 from Q4 2025. 17 opened new positions and 10 sold out. The largest holders were Orbimed Advisors LLC ($11.3M), Janus Henderson Group PLC ($11.1M) and Parkman Healthcare Partners LLC ($4.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.2M |
| Exits | 10 | $5.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,327,872 shares bought and 647,306 shares sold, net +680,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Orbimed Advisors LLC | 0.26% | No change | 1,252,600 | $11.3M |
| Janus Henderson Group PLC | 0.01% | Add +7.6% | 1,227,452 | $11.1M |
| Parkman Healthcare Partners LLC | 0.49% | New | 521,123 | $4.7M |
| BlackRock, Inc. | 0.00% | Add +4.5% | 446,892 | $4.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 283,180 | $2.6M |
| Vanguard Capital Management LLC | 0.00% | — | 276,131 | $2.5M |
| KCM Capital Inc | 0.34% | New | 200,000 | $1.8M |
| Geode Capital Management, LLC | 0.00% | Add +19.2% | 193,173 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.6% | 159,291 | $1.4M |
| State Street Corp. | 0.00% | Add +65.0% | 113,717 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +7.5% | 54,476 | $493K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -3.3% | 53,432 | $484K |
| Burkehill Global Management, LP | 0.02% | No change | 50,000 | $453K |
| Vanguard Portfolio Management LLC | 0.00% | — | 47,644 | $431K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 45,399 | $411K |
| Citadel Advisors | 0.00% | New | 44,595 | $404K |
| Wesbanco Bank Inc. | 0.01% | No change | 37,000 | $335K |
| Boston Partners | 0.00% | Reduce -3.4% | 25,201 | $228K |
| XTX Topco Ltd | 0.00% | New | 24,738 | $224K |
| Goldman Sachs Group Inc. | 0.00% | Add +66.5% | 22,638 | $205K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -88.6% | 20,000 | $192K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 16,775 | $152K |
| Bank of America Corp. | 0.00% | Reduce -26.3% | 15,583 | $141K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 15,093 | $137K |
| Jane Street Group, LLC | 0.00% | New | 15,036 | $136K |
| Quadrature Capital Ltd | 0.00% | New | 13,352 | $121K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 13,105 | $119K |
| Centiva Capital, LP | 0.01% | New | 12,745 | $115K |
| Board of Trustees of The Leland Stanford Junior University | 0.01% | Reduce -50.0% | 12,516 | $113K |
| HRT Financial LP | 0.00% | New | 12,337 | $111K |
| Morgan Stanley | 0.00% | Reduce -14.3% | 11,426 | $103K |
| Renaissance Technologies | 0.00% | Reduce -57.2% | 10,400 | $94K |
| UBS Group AG | 0.00% | Reduce -3.6% | 10,303 | $93K |
| Deutsche Bank AG | 0.00% | No change | 9,832 | $89K |
| Rhumbline Advisers | 0.00% | Add +17.2% | 5,181 | $47K |
| JPMorgan Chase & Co. | 0.00% | Add +55.8% | 5,063 | $47K |
| Vanguard Global Advisers, LLC | 0.00% | — | 3,577 | $32K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.3% | 3,348 | $30K |
| Wells Fargo & Company | 0.00% | Reduce -57.5% | 3,333 | $30K |
| BNP Paribas Financial Markets | 0.00% | Add +19.4% | 2,567 | $23K |
| New York State Common Retirement Fund | 0.00% | No change | 1,800 | $16K |
| Barclays PLC | 0.00% | Reduce -83.3% | 1,777 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +61.7% | 1,669 | $15K |
| FMR LLC | 0.00% | Add +322.1% | 1,296 | $12K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,258 | $11K |
| US Bancorp \de | 0.00% | New | 600 | $5K |
| Legal & General Group Plc | 0.00% | Reduce -11.9% | 579 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 565 | $5K |
| Royal Bank of Canada | 0.00% | Reduce -44.3% | 572 | $5K |
| California State Teachers Retirement System | 0.00% | Add +10.3% | 460 | $4K |
| Citigroup Inc. | 0.00% | Add +118.7% | 409 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 380 | $4K |
| GAMMA Investing LLC | 0.00% | New | 135 | $1K |
| Sterling Capital Management LLC | 0.00% | Reduce -27.4% | 130 | $1K |
| Cwm, LLC | 0.00% | Reduce -64.7% | 59 | $534 |
| Sunrise Financial Services, LLC | 0.00% | New | 26 | $235 |
| Osaic Holdings, Inc. | 0.00% | No change | 20 | $181 |
| Root Financial Partners, LLC | 0.00% | New | 15 | $136 |
| MAI Capital Management | 0.00% | New | 4 | $37 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 4 | $36 |
| Essential Partners LLC | 0.00% | Add +300.0% | 4 | $36 |
| Advisory Services Network, LLC | 0.00% | New | 3 | $27 |
| Allworth Financial LP | 0.00% | No change | 2 | $19 |
| True Wealth Design, LLC | 0.00% | Reduce -50.0% | 2 | $19 |
| Farther Finance Advisors, LLC | 0.00% | New | 2 | $19 |
| IFP Advisors, Inc | 0.00% | Reduce -50.0% | 1 | $9 |
"% of holder's portfolio" is CARL's weight in each manager's 13F, not the share of Carlsmed Inc. the manager owns.