CARLCARLSMED INC
CUSIP 14280C105 · Yahoo Finance ↗ · Google Finance ↗
Carlsmed Inc (CARL) has 65 institutional holders in Filings Flow’s 13F database, together reporting 5.30M shares worth $48M as of Q1 2026. The largest reported holders are Orbimed Advisors LLC, Janus Henderson Group Ltd., and Parkman Healthcare Partners LLC.
Institutional Holders
65
Q1 2026
Reported Value
$48M
Ticker
CARL
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Avidity Partners Management LP$936M AUM | 0.98% | $4M | 321.9K | Q3 2025OLDER |
| Parkman Healthcare Partners LLC$970M AUM | 0.49% | $5M | 521.1K | Q1 2026 |
| SECTORAL ASSET MANAGEMENT INC$121M AUM | 0.47% | $589,095 | 47.7K | Q4 2025OLDER |
| KCM Capital Inc$622M AUM | 0.29% | $2M | 200.0K | Q1 2026 |
| Monashee Investment Management LLC$184M AUM | 0.27% | $535,600 | 40.0K | Q3 2025OLDER |
| ORBIMED ADVISORS LLC$5.0B AUM | 0.22% | $11M | 1.25M | Q1 2026 |
| Ghisallo Capital Management LLC$3.6B AUM | 0.03% | $617,500 | 50.0K | Q4 2025OLDER |
| Burkehill Global Management, LP$2.0B AUM | 0.02% | $452,500 | 50.0K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $3M | 283.2K | Q1 2026 |
| Zimmer Partners, LP$4.1B AUM | 0.01% | $669,500 | 50.0K | Q3 2025OLDER |
| Board of Trustees of The Leland Stanford Junior University$849M AUM | 0.01% | $113,270 | 12.5K | Q1 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.01% | $483,560 | 53.4K | Q1 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $334,850 | 37.0K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.01% | $2M | 175.0K | Q4 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $11M | 1.23M | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.00% | $223,879 | 24.7K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 159.3K | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.00% | $310,782 | 23.2K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $120,836 | 13.4K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $115,342 | 12.7K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 129.0K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $192,000 | 20.0K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $15,104 | 1.7K | Q1 2026 |
| Boston Partners$95.5B AUM | 0.00% | $228,070 | 25.2K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $136,592 | 15.1K | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $235 | 26 | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $5,113 | 565 | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $94,120 | 10.4K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $2M | 193.2K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $411,207 | 30.7K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $410,861 | 45.4K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $11,385 | 1.3K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $134,395 | 10.0K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 446.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $403,585 | 44.6K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $493,008 | 54.5K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $4M | 360.1K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $2M | 276.1K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,222 | 135 | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $14,820 | 1.2K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $30,299 | 3.3K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $46,882 | 5.2K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $1M | 113.7K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $88,980 | 9.8K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $204,874 | 22.6K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $151,814 | 16.8K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $16,290 | 1.8K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $431,178 | 47.6K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $1,177 | 130 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $118,597 | 13.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $136,075 | 15.0K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $32,372 | 3.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $93,242 | 10.3K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $23,231 | 2.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $141,026 | 15.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $164,614 | 13.3K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $36 | 4 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $5,430 | 600 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $136 | 15 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $30,164 | 3.3K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $19 | 2 | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4,163 | 460 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $16,082 | 1.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $46,732 | 5.1K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $62 | 5 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,671 | 380 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3,702 | 409 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $534 | 59 | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $5,263 | 579 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5,000 | 572 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $11,729 | 1.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $27 | 3 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $181 | 20 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $37 | 4 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $9 | 1 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $19 | 2 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $19 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.