CARL Institutional Ownership
Who owns Carlsmed, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 75 funds reported holding CARL at Jun 30, 2026, together owning 20.9% of the company.
- ▲55 buying vs 25 selling
- ▲Held by funds +1.5 pts
- ▲Funds holding +9
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
4 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 75 | 66 | +13.6% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 5.7M | 5.3M | +7.8% |
| Held by funds | 20.9% | 19.4% | +1.5 pts |
| New positions | 23 | 17 | +35.3% |
| Increased | 32 | 15 | +113.3% |
| Reduced | 12 | 18 | −33.3% |
| Sold out | 13 | 11 | +18.2% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CARL
All superinvestors →
Who owns CARL
share of fund held shares- Index and passive funds22.8%
- Active managers and hedge funds72.0%
- Banks and brokers4.9%
- Pensions, insurers and other0.3%
The top 10 holders own 77.4% of all CARL shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
13 funds changed their position- Byrne Asset Management LLCNew+9,670 sh
- Zevenbergen Capital Investments LLCAdded+6,000 sh
- Farther Finance Advisors, LLCAdded+165 sh
- Sterling Capital Management LLCAdded+112 sh
- Physician Wealth Advisors, Inc.New+91 sh
🔒 Free account: see all 13.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Jupiter Topco LLC | 4.58% | 1.3M | $13M | – |
| 2 | Parkman Healthcare Partners LLC | 2.19% | 597K | $6.2M | +76K |
| 3 | BlackRock, Inc. | 1.95% | 533K | $5.5M | +86K |
| 4 | KCM Capital Inc | 1.61% | 440K | $4.6M | +240K |
| 5 | Pier Capital, LLC | 1.37% | 374K | $3.9M | +374K |
| 6 | Millennium Management LLC | 1.08% | 296K | $3.1M | +296K |
| 7 | Palumbo Wealth Management LLC | 0.98% | 267K | $2.8M | +267K |
| 8 | Vanguard Capital Management LLC | 0.87% | 239K | $2.5M | −37K |
| 9 | Schonfeld Strategic Advisors LLC | 0.82% | 225K | $2.3M | −58K |
| 10 | Geode Capital Management, LLC | 0.75% | 205K | $2.1M | +11K |
- Pier Capital, LLC+374K sh+$3.9M
- Millennium Management LLC+296K sh+$3.1M
- Palumbo Wealth Management LLC+267K sh+$2.8M
- KCM Capital Inc+240K sh+$2.5M
- AQR Capital Management LLC+92K sh+$957K
- BlackRock, Inc.+86K sh+$890K
- Parkman Healthcare Partners LLC+76K sh+$791K
- D. E. Shaw & Co., Inc.+60K sh+$627K
- Orbimed Advisors LLC−1.3M sh−$11.3M
- Schonfeld Strategic Advisors LLC−58K sh−$606K
- Burkehill Global Management, LP−50K sh−$453K
- Vanguard Capital Management LLC−37K sh−$388K
- Wesbanco Bank Inc−37K sh−$335K
- XTX Topco Ltd−25K sh−$224K
- Russell Investments Group, Ltd.−20K sh−$209K
- TD Waterhouse Canada Inc.−20K sh−$192K
CARL institutional ownership FAQ
Who owns the most CARL stock?
In Q2 2026 13F filings the largest holder of CARL was Jupiter Topco LLC, followed by Parkman Healthcare Partners LLC and BlackRock, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of CARL is owned by institutions?
Funds that file 13F reports held 20.9% of CARL's shares at Jun 30, 2026, compared with 19.4% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying CARL?
In Q2 2026, 55 funds bought CARL (23 of them new positions) and 25 sold (13 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for CARL is strongly bullish.
What is CARL's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CARL ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.