Who Owns CARLSMED INC (CARL)? -- Institutional Holders (2026-06-30)
86 institutions reported holding $59.5M of CARLSMED INC (CARL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Jupiter Topco LLC ($13.0M), Parkman Healthcare Partners LLC ($6.2M), BlackRock, Inc. ($5.5M), KCM Capital Inc ($4.6M), Pier Capital, LLC ($3.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Jupiter Topco LLC | $13.0M | 1.3M | New |
| 2 | Parkman Healthcare Partners LLC | $6.2M | 597,318 | Added |
| 3 | BlackRock, Inc. | $5.5M | 532,593 | Added |
| 4 | KCM Capital Inc | $4.6M | 440,000 | Added |
| 5 | Pier Capital, LLC | $3.9M | 373,677 | New |
| 6 | VANGUARD GROUP INC | $3.6M | 349,180 | Trimmed |
| 7 | MILLENNIUM MANAGEMENT LLC | $3.1M | 295,907 | New |
| 8 | Palumbo Wealth Management LLC | $2.8M | 267,298 | New |
| 9 | Schonfeld Strategic Advisors LLC | $2.3M | 224,804 | Trimmed |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $2.1M | 204,655 | Added |
| 11 | Russell Investments Group, Ltd. | $1.4M | 139,142 | Trimmed |
| 12 | STATE STREET CORP | $1.4M | 133,083 | Added |
| 13 | CITADEL ADVISORS LLC | $1.1M | 101,726 | Added |
| 14 | AQR CAPITAL MANAGEMENT LLC | $956,610 | 92,159 | New |
| 15 | JANE STREET GROUP, LLC | $761,778 | 73,389 | Added |
| 16 | NORTHERN TRUST CORP | $670,890 | 64,633 | Added |
| 17 | GOLDMAN SACHS GROUP INC | $655,248 | 63,126 | Added |
| 18 | D. E. Shaw & Co., Inc. | $627,357 | 60,439 | New |
| 19 | KORNITZER CAPITAL MANAGEMENT INC /KS | $536,521 | 51,688 | Trimmed |
| 20 | BNP PARIBAS FINANCIAL MARKETS | $414,691 | 39,951 | Added |
| 21 | MORGAN STANLEY | $318,656 | 30,699 | Added |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $259,500 | 25,000 | New |
| 23 | Boston Partners | $232,250 | 22,375 | Trimmed |
| 24 | MARSHALL WACE, LLP | $220,917 | 21,283 | New |
| 25 | Jump Financial, LLC | $201,518 | 19,414 | New |
Source: SEC Form 13F filings · as of 2026-06-30