CARL Institutional Ownership & Shareholders
CARLSMED, INC. (CARL) is currently held by 76 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $57.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Janus Henderson Group Plc is currently the largest disclosed institutional shareholder of CARL tracked by InsiderSet, reporting ownership valued at approximately $11.11M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.83M, representing an estimated gain of +60.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed CARL value among the investors covered in this analysis. Major shareholders include Janus Henderson Group Plc, Parkman Healthcare Partners Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in CARLSMED, INC. (CARL).
This page ranks the largest institutional CARL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
76
Total Reported Value
$57.59M
Largest Holder
Janus Henderson Group Plc
Largest Position
$11.11M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Janus Henderson Group Plc | 0.01% | 1,227,452 | $11,108,441 | $17,834,878 | +$6,726,437 | +60.55% | |
| Parkman Healthcare Partners Llc | 0.64% | 597,318 | $6,200,161 | $8,679,031 | +$2,478,870 | +39.98% | |
| Blackrock, Inc. | 0.00% | 532,593 | $5,528,316 | $7,738,576 | +$2,210,260 | +39.98% | |
| Kcm Capital Inc | 0.75% | 440,000 | $4,567,200 | $6,393,200 | +$1,826,000 | +39.98% | |
| Pier Capital, Llc | 0.51% | 373,677 | $3,878,767 | $5,429,527 | +$1,550,760 | +39.98% | |
| Millennium Management Llc | 0.00% | 295,907 | $3,071,515 | $4,299,529 | +$1,228,014 | +39.98% | |
| Palumbo Wealth Management Llc | 0.58% | 267,298 | $2,774,554 | $3,883,840 | +$1,109,286 | +39.98% | |
| Vanguard Capital Management Llc | 0.00% | 238,727 | $2,477,986 | $3,468,703 | +$990,717 | +39.98% | |
| Schonfeld Strategic Advisors Llc | 0.01% | 224,804 | $2,333,464 | $3,266,402 | +$932,938 | +39.98% | |
| Geode Capital Management, Llc | 0.00% | 204,655 | $2,125,082 | $2,973,637 | +$848,555 | +39.93% | |
| Russell Investments Group, Ltd. | 0.00% | 139,142 | $1,444,292 | $2,021,733 | +$577,441 | +39.98% | |
| State Street Corp | 0.00% | 133,083 | $1,381,402 | $1,933,696 | +$552,294 | +39.98% | |
| Citadel Advisors Llc | 0.00% | 101,726 | $1,055,916 | $1,478,079 | +$422,163 | +39.98% | |
| Aqr Capital Management Llc | 0.00% | 92,159 | $956,610 | $1,339,070 | +$382,460 | +39.98% | |
| Jane Street Group, Llc | 0.00% | 73,389 | $761,778 | $1,066,342 | +$304,564 | +39.98% | |
| Northern Trust Corp | 0.00% | 64,633 | $670,890 | $939,117 | +$268,227 | +39.98% | |
| Goldman Sachs Group Inc | 0.00% | 63,126 | $655,248 | $917,221 | +$261,973 | +39.98% | |
| D. E. Shaw & Co., Inc. | 0.00% | 60,439 | $627,357 | $878,179 | +$250,822 | +39.98% | |
| Vanguard Portfolio Management Llc | 0.00% | 56,948 | $591,120 | $827,454 | +$236,334 | +39.98% | |
| Kornitzer Capital Management Inc | 0.01% | 51,688 | $536,521 | $751,027 | +$214,506 | +39.98% | |
| Vanguard Fiduciary Trust Co | 0.00% | 49,928 | $518,253 | $725,454 | +$207,201 | +39.98% | |
| Bnp Paribas Financial Markets | 0.00% | 39,951 | $414,691 | $580,488 | +$165,797 | +39.98% | |
| Morgan Stanley | 0.00% | 30,699 | $318,656 | $446,056 | +$127,400 | +39.98% | |
| Bridgeway Capital Management, Llc | 0.00% | 25,000 | $259,500 | $363,250 | +$103,750 | +39.98% | |
| Zevenbergen Capital Investments Llc | 0.01% | 17,900 | $251,853 | $260,087 | +$8,234 | +3.27% | |
| Boston Partners | 0.00% | 22,375 | $232,250 | $325,109 | +$92,859 | +39.98% | |
| Marshall Wace, Llp | 0.00% | 21,283 | $220,917 | $309,242 | +$88,325 | +39.98% | |
| Jump Financial, Llc | 0.00% | 19,414 | $201,518 | $282,085 | +$80,567 | +39.98% | |
| Two Sigma Investments, Lp | 0.00% | 18,008 | $186,923 | $261,656 | +$74,733 | +39.98% | |
| Mercer Global Advisors Inc | 0.00% | 17,462 | $181,256 | $253,723 | +$72,467 | +39.98% | |
| Bank Of New York Mellon Corp | 0.00% | 17,452 | $181,155 | $253,578 | +$72,423 | +39.98% | |
| Charles Schwab Investment Management Inc | 0.00% | 17,276 | $179,325 | $251,020 | +$71,695 | +39.98% | |
| Ubs Group Ag | 0.00% | 16,749 | $173,855 | $243,363 | +$69,508 | +39.98% | |
| Alpine Woods Capital Investors, Llc | 0.04% | 15,542 | $161,326 | $225,825 | +$64,499 | +39.98% | |
| Centiva Capital, Lp | 0.01% | 14,891 | $154,569 | $216,366 | +$61,797 | +39.98% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 14,040 | $145,735 | $204,001 | +$58,266 | +39.98% | |
| Janney Montgomery Scott Llc | 0.00% | 13,025 | $135,000 | $189,253 | +$54,253 | +40.19% | |
| Board Of Trustees Of The Leland Stanford Junior University | 0.02% | 12,516 | $129,916 | $181,857 | +$51,941 | +39.98% | |
| Trexquant Investment Lp | 0.00% | 11,001 | $114,190 | $159,845 | +$45,655 | +39.98% | |
| Bank Of America Corp | 0.00% | 10,396 | $107,910 | $151,054 | +$43,144 | +39.98% | |
| Deutsche Bank Ag\ | 0.00% | 10,180 | $105,668 | $147,915 | +$42,247 | +39.98% | |
| Wells Fargo & Company/Mn | 0.00% | 7,723 | $80,165 | $112,215 | +$32,050 | +39.98% | |
| Rhumbline Advisers | 0.00% | 5,788 | $60,074 | $84,100 | +$24,026 | +39.99% | |
| Jpmorgan Chase & Co | 0.00% | 5,264 | $58,535 | $76,486 | +$17,951 | +30.67% | |
| Citigroup Inc | 0.00% | 4,377 | $45,433 | $63,598 | +$18,165 | +39.98% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 3,893 | $40,409 | $56,565 | +$16,156 | +39.98% | |
| Vanguard Global Advisers, Llc | 0.00% | 3,577 | $37,129 | $51,974 | +$14,845 | +39.98% | |
| New York State Common Retirement Fund | 0.00% | 1,800 | $18,684 | $26,154 | +$7,470 | +39.98% | |
| Armstrong Advisory Group, Inc | 0.00% | 1,234 | $17,363 | $17,930 | +$567 | +3.27% | |
| Barclays Plc | 0.00% | 1,443 | $14,979 | $20,967 | +$5,988 | +39.97% |
Frequently asked questions about CARL
Who are the largest institutional holders of CARL?
The largest institutional holders of CARL reported in the latest SEC Form 13F filings include Janus Henderson Group Plc, Parkman Healthcare Partners Llc, Blackrock, Inc., Kcm Capital Inc, and Pier Capital, Llc. InsiderSet ranks institutional holders by their latest reported CARL position.
What is CARL institutional ownership?
This page tracks CARL positions reported by institutional investment managers through SEC Form 13F. CARLSMED, INC. (CARL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CARL?
InsiderSet currently tracks 76 institutional managers reporting CARL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CARL shareholders.
How much CARL stock do institutions own?
Institutional investment managers disclosed approximately $57.59M in CARL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CARL institutional ownership last updated?
The latest CARL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CARL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CARL position after the reporting date.
Are institutions buying or selling CARL?
Institutional buying and selling can be analyzed by comparing CARL positions across consecutive 13F reporting periods. InsiderSet's CARL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CARL ownership changes.
How has CARL institutional ownership changed over time?
InsiderSet tracks CARL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.