Carlsmed CARL Institutional Ownership

NASDAQ CARL

$15.60 +0.08 (+0.52%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

76 Institutions

Increased 57 75.0%

Unchanged 7 9.2%

Reduced 12 15.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

21.21%

▼-3.12 pp QoQ

Shares Held by Institutions

5.77Mn

of 27.19Mn outstanding

▲+117.31% QoQ

Shares Outstanding

27.19Mn

21.42Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+3.11Mn

accumulated since last quarter

Value of Holdings

$89.97Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Carlsmed, Inc. (NASDAQ:CARL) appears in 76 institutional 13F filings for the quarter ending June 2026.

These investors collectively held 21.2% of Carlsmed's outstanding shares in June 2026, down from 24.3% in March 2026.
They increased total shares held in CARL by 117.31% quarter over quarter, and investors in Carlsmed stayed flat from a year ago.
Of these 76 funds, 57 grew their exposure to Carlsmed, 12 cut back, and 7 maintained positions.
Altogether, these fund groups held 5.77Mn shares in CARL by June 2026, up by 3.11Mn shares quarter on quarter, and with no net change year over year.
Jupiter Topco LLC is the top holder of Carlsmed as of June 30, 2026, with 1.25Mn shares representing 4.6% of outstanding stock.
Top purchasers of CARL stock for the quarter ending June 2026 included Jupiter Topco LLC (1.25Mn), Pier Capital, LLC (373.68K), MILLENNIUM MANAGEMENT LLC (295.91K), Palumbo Wealth Management LLC (267.3K), KCM Capital Inc (240.0K).
The largest sellers of Carlsmed for the quarter ending June 2026 were Schonfeld Strategic Advisors LLC (58.38K), VANGUARD CAPITAL MANAGEMENT LLC (37.4K), Russell Investments Group, Ltd. (20.15K), Bank Of America Corp /De/ (5.19K), Boston Partners (2.83K).
Carlsmed's 10 largest shareholders as of June 2026 include Jupiter Topco LLC (1.25Mn), Parkman Healthcare Partners LLC (597.32K), BlackRock, Inc. (532.59K), KCM Capital Inc (440.0K), Pier Capital, LLC (373.68K), MILLENNIUM MANAGEMENT LLC (295.91K), Palumbo Wealth Management LLC (267.3K), VANGUARD CAPITAL MANAGEMENT LLC (238.73K), Schonfeld Strategic Advisors LLC (224.8K), GEODE CAPITAL MANAGEMENT, LLC (204.66K) per Business Quant data.

Form 13F Holdings

76 Institutional Holders

Report period 30 Jun, 2026

Total shares held 5.77Mn

Of outstanding 21.21%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Jupiter Topco LLC	0002146052	1,251,616	4.60%	▲1,251,616	0.00%	$12.99Mn
2	Parkman Healthcare Partners LLC	0001777015	597,318	2.20%	▲76,195	+14.62%	$6.20Mn
3	BlackRock, Inc.	0002012383	532,593	1.96%	▲85,701	+19.18%	$5.53Mn
4	KCM Capital Inc	0002026745	440,000	1.62%	▲240,000	+120.00%	$4.57Mn
5	Pier Capital, LLC	0001310051	373,677	1.37%	▲373,677	0.00%	$3.88Mn
6	MILLENNIUM MANAGEMENT LLC	0001273087	295,907	1.09%	▲295,907	0.00%	$3.07Mn
7	Palumbo Wealth Management LLC	0001846310	267,298	0.98%	▲267,298	0.00%	$2.77Mn
8	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	238,727	0.88%	▼37,404	-13.55%	$2.48Mn
9	Schonfeld Strategic Advisors LLC	0001665241	224,804	0.83%	▼58,376	-20.61%	$2.33Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	204,655	0.75%	▲11,482	+5.94%	$2.13Mn
11	Russell Investments Group, Ltd.	0001692234	139,142	0.51%	▼20,149	-12.65%	$1.44Mn
12	State Street Corp	0000093751	133,083	0.49%	▲19,366	+17.03%	$1.38Mn
13	CITADEL ADVISORS LLC	0001423053	101,726	0.37%	▲57,131	+128.11%	$1.06Mn
14	AQR CAPITAL MANAGEMENT LLC	0001167557	92,159	0.34%	▲92,159	0.00%	$956.61K
15	JANE STREET GROUP, LLC	0001595888	73,389	0.27%	▲58,353	+388.09%	$761.78K
16	Northern Trust Corp	0000073124	64,633	0.24%	▲10,157	+18.64%	$670.89K
17	Goldman Sachs Group Inc	0000886982	63,126	0.23%	▲40,488	+178.85%	$655.25K
18	D. E. Shaw & Co., Inc.	0001009207	60,439	0.22%	▲60,439	0.00%	$627.36K
19	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	56,948	0.21%	▲9,304	+19.53%	$591.12K
20	KORNITZER CAPITAL MANAGEMENT INC /KS	0000898358	51,688	0.19%	▼1,744	-3.26%	$536.52K

Showing 1 to 20 of 76 holders