Who owns CARLSMED, INC.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CARL from SEC Form 13F filings across 77 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 77 institutions disclosed 5.8M shares of CARLSMED, INC. worth $59.4M — about 21.3% of shares outstanding; the largest disclosed holder is Jupiter Topco LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
77
13F holders
$59.4M
value, 2026 filers
21.3%
of shares outstanding (5.8M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CARL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Jupiter Topco LLCNEW | 1.3M | $13.0M | 0.0% | 4.6% | new |
| 2 | Parkman Healthcare Partners LLC | 597,318 | $6.2M | 0.6% | 2.2% | +14.6% |
| 3 | BlackRock, Inc. | 532,593 | $5.5M | 0.0% | 2% | +19.2% |
| 4 | KCM Capital Inc | 440,000 | $4.6M | 0.7% | 1.6% | +120.0% |
| 5 | Pier Capital, LLCNEW | 373,677 | $3.9M | 0.5% | 1.4% | new |
| 6 | MILLENNIUM MANAGEMENT LLCNEW | 295,907 | $3.1M | 0.0% | 1.1% | new |
| 7 | Palumbo Wealth Management LLCNEW | 267,298 | $2.8M | 0.6% | 1% | new |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 238,727 | $2.5M | 0.0% | 0.9% | -13.5% |
| 9 | Schonfeld Strategic Advisors LLC | 224,804 | $2.3M | 0.0% | 0.8% | -20.6% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 204,655 | $2.1M | 0.0% | 0.8% | +5.9% |
| 11 | Russell Investments Group, Ltd. | 139,142 | $1.4M | 0.0% | 0.5% | -12.6% |
| 12 | STATE STREET CORP | 133,083 | $1.4M | 0.0% | 0.5% | +17.0% |
| 13 | CITADEL ADVISORS LLC | 101,726 | $1.1M | 0.0% | 0.4% | +128.1% |
| 14 | AQR CAPITAL MANAGEMENT LLCNEW | 92,159 | $956,610 | 0.0% | 0.3% | new |
| 15 | JANE STREET GROUP, LLC | 73,389 | $761,778 | 0.0% | 0.3% | +388.1% |
| 16 | NORTHERN TRUST CORP | 64,633 | $670,890 | 0.0% | 0.2% | +18.6% |
| 17 | GOLDMAN SACHS GROUP INC | 63,126 | $655,248 | 0.0% | 0.2% | +178.8% |
| 18 | D. E. Shaw & Co., Inc.NEW | 60,439 | $627,357 | 0.0% | 0.2% | new |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 56,948 | $591,120 | 0.0% | 0.2% | +19.5% |
| 20 | KORNITZER CAPITAL MANAGEMENT INC /KS | 51,688 | $536,521 | 0.0% | 0.2% | -3.3% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 49,928 | $518,253 | 0.0% | 0.2% | +10.0% |
| 22 | Curated Wealth Partners LLCNEW | 45,000 | $53,217 | 0.0% | 0.2% | new |
| 23 | BNP PARIBAS FINANCIAL MARKETS | 39,951 | $414,691 | 0.0% | 0.1% | +1456.3% |
| 24 | MORGAN STANLEY | 30,699 | $318,656 | 0.0% | 0.1% | +168.7% |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLCNEW | 25,000 | $259,500 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.