Who Holds Carlsmed, Inc. (CARL)? 75 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 75 holders, $59 million in total.
Largest holders
The 75 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| Jupiter Topco LLC | 1,251,616 | $13 million | New | 13F |
| Parkman Healthcare Partners LLC | 597,318 | $6 million | +15% | 13F |
| BlackRock, Inc. | 532,593 | $6 million | +19% | 13F |
| KCM Capital Inc | 440,000 | $5 million | +120% | 13F |
| Pier Capital, LLC | 373,677 | $4 million | New | 13F |
| MILLENNIUM MANAGEMENT LLC | 295,907 | $3 million | New | 13F |
| Palumbo Wealth Management LLC | 267,298 | $3 million | New | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 238,727 | $2 million | -14% | 13F |
| Schonfeld Strategic Advisors LLC | 224,804 | $2 million | -21% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 204,655 | $2 million | +6% | 13F |
| Russell Investments Group, Ltd. | 139,142 | $1 million | -13% | 13F |
| STATE STREET CORP | 133,083 | $1 million | +17% | 13F |
| CITADEL ADVISORS LLC | 101,726 | $1 million | +128% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 92,159 | $956,610 | New | 13F |
| JANE STREET GROUP, LLC | 73,389 | $761,778 | +388% | 13F |
| NORTHERN TRUST CORP | 64,633 | $670,890 | +19% | 13F |
| GOLDMAN SACHS GROUP INC | 63,126 | $655,248 | +179% | 13F |
| D. E. Shaw & Co., Inc. | 60,439 | $627,357 | New | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 56,948 | $591,120 | +20% | 13F |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 51,688 | $536,521 | -3% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 49,928 | $518,253 | +10% | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 39,951 | $414,691 | +1456% | 13F |
| MORGAN STANLEY | 30,699 | $318,656 | +169% | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 25,000 | $259,500 | New | 13F |
| Boston Partners | 22,375 | $232,250 | -11% | 13F |
| MARSHALL WACE, LLP | 21,283 | $220,917 | New | 13F |
| Jump Financial, LLC | 19,414 | $201,518 | New | 13F |
| TWO SIGMA INVESTMENTS, LP | 18,008 | $186,923 | New | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | 17,462 | $181,256 | +16% | 13F |
| Bank of New York Mellon Corp | 17,452 | $181,155 | +33% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17,276 | $179,325 | +3% | 13F |
| UBS Group AG | 16,749 | $173,855 | +63% | 13F |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 15,542 | $161,326 | New | 13F |
| Centiva Capital, LP | 14,891 | $154,569 | +17% | 13F |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14,040 | $145,735 | New | 13F |
| Board of Trustees of The Leland Stanford Junior University | 12,516 | $129,916 | +0% | 13F |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 11,900 | $123,522 | New | 13F |
| Trexquant Investment LP | 11,001 | $114,190 | New | 13F |
| BANK OF AMERICA CORP /DE/ | 10,396 | $107,910 | -33% | 13F |
| DEUTSCHE BANK AG\ | 10,180 | $105,668 | +4% | 13F |
| WELLS FARGO & COMPANY/MN | 7,723 | $80,165 | +132% | 13F |
| RHUMBLINE ADVISERS | 5,788 | $60,074 | +12% | 13F |
| JPMORGAN CHASE & CO | 5,264 | $58,535 | +4% | 13F |
| CITIGROUP INC | 4,377 | $45,433 | +970% | 13F |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,893 | $40,409 | +16% | 13F |
| Vanguard Global Advisers, LLC | 3,577 | $37,129 | +0% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,800 | $18,684 | +0% | 13F |
| BARCLAYS PLC | 1,443 | $14,979 | -19% | 13F |
| Police & Firemen's Retirement System of New Jersey | 1,258 | $13,058 | +0% | 13F |
| ARMSTRONG ADVISORY GROUP, INC | 1,234 | $12,809 | New | 13F |
| Tower Research Capital LLC (TRC) | 1,205 | $12,508 | -28% | 13F |
| FMR LLC | 1,155 | $11,989 | -11% | 13F |
| Legal & General Group Plc | 1,024 | $10,655 | +77% | 13F |
| Integrated Wealth Concepts LLC | 999 | $10,371 | New | 13F |
| Arax Advisory Partners | 749 | $7,775 | New | 13F |
| JONES FINANCIAL COMPANIES LLLP | 630 | $7,409 | +66% | 13F |
| US BANCORP \DE\ | 600 | $6,228 | +0% | 13F |
| Ameritas Investment Partners, Inc. | 565 | $5,865 | +0% | 13F |
| ROYAL BANK OF CANADA | 500 | $5,000 | -13% | 13F |
| EverSource Wealth Advisors, LLC | 207 | $2,149 | New | 13F |
| Allworth Financial LP | 180 | $1,869 | +8900% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 114 | $1,183 | -75% | 13F |
| Sterling Capital Management LLC | 105 | $1,090 | -19% | 13F |
| Farther Finance Advisors, LLC | 96 | $1,005 | +4700% | 13F |
| Essential Partners LLC | 68 | $706 | +1600% | 13F |
| IFP Advisors, Inc | 53 | $550 | +5200% | 13F |
| True Wealth Design, LLC | 52 | $540 | +2500% | 13F |
| Fortitude Family Office, LLC | 30 | $311 | New | 13F |
| ROTHSCHILD INVESTMENT LLC | 24 | $249 | New | 13F |
| OSAIC HOLDINGS, INC. | 20 | $208 | +0% | 13F |
| SJS Investment Consulting Inc. | 19 | $198 | New | 13F |
| Janney Montgomery Scott LLC | 13,025 | $135 | New | 13F |
| Caitong International Asset Management Co., Ltd | 7 | $73 | +75% | 13F |
| Clearstead Advisors, LLC | 5 | $53 | New | 13F |
| JPL Wealth Management, LLC | 1 | $11 | New | 13F |
Questions and answers
- How many institutions hold Carlsmed, Inc.?
- 75 managers reported Carlsmed, Inc. on Form 13F for the quarter ended 30 June 2026, against 66 the quarter before.
- Who is the largest institutional holder of Carlsmed, Inc.?
- Jupiter Topco LLC, with 1,251,616 shares worth $13 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Carlsmed, Inc. in Q2 2026?
- 24 managers reported a new position and 15 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Carlsmed, Inc., Q2 2026", https://app.tamarly.ai/holders/carlsmed, built from SEC EDGAR.
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