Carlsmed, Inc. (CARL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

26,835,841Shares Outstanding
6,529,474Shares held by institutions
$93,502,066Value of institutional holdings
24.33%Institutional ownership %
70.82%Shares Changed QoQ
65No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Carlsmed, Inc. (NASDAQ:CARL) appears in 65 institutional 13F filings for the quarter ending March 2026.

65 Institutional Holders

6,529,474 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
Janus Henderson Group Plc 31 Mar, 2026 2,454,904 1,314,286 115.23% $22,216,882.00
ORBIMED ADVISORS LLC 31 Mar, 2026 1,252,600 0 0.00% $11,336,030.00
Parkman Healthcare Partners LLC 31 Mar, 2026 521,123 521,123 0.00% $4,716,163.00
BlackRock, Inc. 31 Mar, 2026 446,892 19,418 4.54% $4,044,374.00
Schonfeld Strategic Advisors LLC 31 Mar, 2026 283,180 283,180 0.00% $2,562,778.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 276,131 276,131 0.00% $2,498,986.00
KCM Capital Inc 31 Mar, 2026 200,000 200,000 0.00% $1,810,000.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 193,173 31,140 19.22% $1,748,837.00
Russell Investments Group, Ltd. 31 Mar, 2026 159,291 -947 -0.59% $1,441,580.00
State Street Corp 31 Mar, 2026 113,717 44,776 64.95% $1,029,139.00
Northern Trust Corp 31 Mar, 2026 54,476 3,776 7.45% $493,008.00
KORNITZER CAPITAL MANAGEMENT INC /KS 31 Mar, 2026 53,432 -1,803 -3.26% $483,560.00
Burkehill Global Management, LP 31 Mar, 2026 50,000 0 0.00% $452,500.00
VANGUARD PORTFOLIO MANAGEMENT LLC 31 Mar, 2026 47,644 47,644 0.00% $431,178.00
VANGUARD FIDUCIARY TRUST CO 31 Mar, 2026 45,399 45,399 0.00% $410,861.00
CITADEL ADVISORS LLC 31 Mar, 2026 44,595 44,595 0.00% $403,585.00
WESBANCO BANK INC 31 Mar, 2026 37,000 0 0.00% $334,850.00
Boston Partners 31 Mar, 2026 25,201 -899 -3.44% $228,070.00
XTX Topco Ltd 31 Mar, 2026 24,738 24,738 0.00% $223,879.00
Goldman Sachs Group Inc 31 Mar, 2026 22,638 -4,562 -16.77% $204,874.00