CARLSMED, INC. (CARL) Institutional Ownership Changes & 13F Activity
CARLSMED, INC. (CARL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Orbimed Advisors Llc, Janus Henderson Group Plc, Blackrock, Inc., Russell Investments Group, Ltd., and Millennium Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | Buy | +15,155 | — | 15,155 | $187.16K | Q4 2025 | Feb 18, 2026 |
| Orbimed Advisors Llc | Buy | +1,252,600 | — | 1,252,600 | $15.47M | Q4 2025 | Feb 17, 2026 |
| Janus Henderson Group Plc | Buy | +1,140,618 | — | 1,140,618 | $14.09M | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +160,238 | — | 160,238 | $1.98M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +128,970 | — | 128,970 | $1.59M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +50,700 | — | 50,700 | $626.14K | Q4 2025 | Feb 17, 2026 |
| Burkehill Global Management, Lp | Buy | +50,000 | — | 50,000 | $617.50K | Q4 2025 | Feb 17, 2026 |
| Ghisallo Capital Management Llc | Buy | +50,000 | — | 50,000 | $617.50K | Q4 2025 | Feb 17, 2026 |
| Board Of Trustees Of The Leland Stanford Junior University | Buy | +25,030 | — | 25,030 | $309.12K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +21,136 | — | 21,136 | $261.03K | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +3,240 | — | 3,240 | $40.01K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1,032 | — | 1,032 | $12.74K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +1,026 | — | 1,026 | $13.00K | Q4 2025 | Feb 17, 2026 |
| California State Teachers Retirement System | Buy | +417 | — | 417 | $5.15K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +380 | — | 380 | $4.69K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +307 | — | 307 | $3.79K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +20 | — | 20 | $247.00 | Q4 2025 | Feb 17, 2026 |
| State Street Corp | Buy | +68,941 | — | 68,941 | $851.42K | Q4 2025 | Feb 13, 2026 |
| Boston Partners | Buy | +26,100 | — | 26,100 | $322.34K | Q4 2025 | Feb 13, 2026 |
| Cohen & Steers, Inc. | Buy | +20,000 | — | 20,000 | $247.00K | Q4 2025 | Feb 13, 2026 |
| Charles Schwab Investment Management Inc | Buy | +16,775 | — | 16,775 | $207.17K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +13,329 | — | 13,329 | $164.61K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +10,633 | — | 10,633 | $131.32K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +7,834 | — | 7,834 | $96.75K | Q4 2025 | Feb 13, 2026 |
| Rhumbline Advisers | Buy | +4,419 | — | 4,419 | $54.57K | Q4 2025 | Feb 13, 2026 |
| Police & Firemen'S Retirement System Of New Jersey | Buy | +1,258 | — | 1,258 | $15.54K | Q4 2025 | Feb 13, 2026 |
| Citigroup Inc | Buy | +187 | — | 187 | $2.31K | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management Llc | Buy | +179 | — | 179 | $2.21K | Q4 2025 | Feb 13, 2026 |
| Blackrock, Inc. | Buy | +427,474 | — | 427,474 | $5.28M | Q4 2025 | Feb 12, 2026 |
| Renaissance Technologies LLC | Buy | +24,300 | — | 24,300 | $300.11K | Q4 2025 | Feb 12, 2026 |
Frequently asked questions about CARL activity
Which institutional owners are buying CARL?
Institutional owners buying CARL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CARL activity?
"Buy" means an investor increased their reported position in CARL compared to the prior reporting period. This reflects growing exposure to CARLSMED, INC. (CARL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CARL increasing?
Institutional interest in CARL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related CARL Institutional Insights
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- Institutional Portfolio Overlap & Shared Holdings
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- CARL Insider Trading & SEC Form 4 Activity
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