CARL — CARLSMED INC
Reported value held$32.97M
Funds holding (latest)26
SectorHealth Care
Funds holding (Q2 2026)22
Institutional value$16.52M · 1.59M sh
New / Add / Cut / Exit7 / 13 / 2 / 2
Top-5 / Top-10 concentration77.1% / 92.2%
Institutional holdings change
Reducing -23.6%
(-491.40K sh)
Institutional value change
Down -12.3%
As of Q2 2026, 22 SEC-registered investment managers reported holding CARL (CARLSMED INC) in their latest 13F filings, with a combined reported value of $16.52M across 1.59M shares. That is -23.6% by share count (-491.40K shares) versus the previous quarter, while reported value moved -12.3%. Ownership is concentrated: the five largest holders account for 77.1% of reported value and the top ten for 92.2%.
Compared with the prior quarter, 7 opened new positions, 13 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CARL is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 532.59K | $5.53M | 0.00% | Add |
| Millennium Management history | 295.91K | $3.07M | 0.00% | New |
| Geode Capital Management history | 204.66K | $2.13M | 0.00% | Add |
| Citadel Advisors history | 101.73K | $1.06M | 0.00% | Add |
| AQR Capital Management history | 92.16K | $956.61K | 0.00% | New |
| Northern Trust Corp history | 64.63K | $670.89K | 0.00% | Add |
| Goldman Sachs Group history | 63.13K | $655.25K | 0.00% | Add |
| D. E. Shaw & Co history | 60.44K | $627.36K | 0.00% | New |
| Morgan Stanley history | 30.70K | $318.66K | 0.00% | Add |
| Marshall Wace history | 21.28K | $220.92K | 0.00% | New |
| Two Sigma Investments history | 18.01K | $186.92K | 0.00% | New |
| BNY Mellon history | 17.45K | $181.16K | 0.00% | Add |
| Charles Schwab Investment Management history | 17.28K | $179.32K | 0.00% | Add |
| UBS Group AG history | 16.75K | $173.85K | 0.00% | Add |
| Arrowstreet Capital history | 14.04K | $145.74K | 0.00% | New |
| Bank of America Corp history | 10.40K | $107.91K | 0.00% | Reduce |
| Deutsche Bank AG history | 10.18K | $105.67K | 0.00% | Add |
| Wells Fargo & Co history | 7.72K | $80.17K | 0.00% | Add |
| JPMorgan Chase & Co history | 5.26K | $58.53K | 0.00% | New |
| Citigroup Inc history | 4.38K | $45.43K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.16K | $11.99K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.02K | $10.65K | 0.00% | Add |
Q1 2026 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Janus Henderson Group history | 1.23M | $11.11M | 0.01% | Add |
| BlackRock Inc history | 446.89K | $4.04M | 0.00% | Add |
| Geode Capital Management history | 193.17K | $1.75M | 0.00% | Add |
| Northern Trust Corp history | 54.48K | $493.01K | 0.00% | Add |
| Citadel Advisors history | 44.59K | $403.58K | 0.00% | New |
| Goldman Sachs Group history | 22.64K | $204.87K | 0.00% | Add |
| Charles Schwab Investment Management history | 16.77K | $151.81K | 0.00% | Hold |
| Bank of America Corp history | 15.58K | $141.03K | 0.00% | Reduce |
| BNY Mellon history | 13.11K | $118.60K | 0.00% | Hold |
| Morgan Stanley history | 11.43K | $103.41K | 0.00% | Reduce |
| Renaissance Technologies history | 10.40K | $94.12K | 0.00% | Reduce |
| UBS Group AG history | 10.30K | $93.24K | 0.00% | Reduce |
| Deutsche Bank AG history | 9.83K | $88.98K | 0.00% | Hold |
| Wells Fargo & Co history | 3.33K | $30.16K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.30K | $11.73K | 0.00% | Add |
| Legal & General Investment Management America history | 579 | $5.26K | 0.00% | Reduce |
| Citigroup Inc history | 409 | $3.70K | 0.00% | Add |
Q4 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Janus Henderson Group history | 1.14M | $14.09M | 0.01% | Add |
| BlackRock Inc history | 427.47K | $5.28M | 0.00% | Add |
| Vanguard Group history | 360.08K | $4.45M | 0.00% | Add |
| Geode Capital Management history | 162.03K | $2.00M | 0.00% | Add |
| Millennium Management history | 128.97K | $1.59M | 0.00% | Add |
| Norges Bank Investment Management history | 65.00K | $802.75K | 0.00% | New |
| Northern Trust Corp history | 50.70K | $626.14K | 0.00% | Reduce |
| Renaissance Technologies history | 24.30K | $300.11K | 0.00% | New |
| Bank of America Corp history | 21.14K | $261.03K | 0.00% | Add |
| Charles Schwab Investment Management history | 16.77K | $207.17K | 0.00% | Hold |
| Goldman Sachs Group history | 13.60K | $167.96K | 0.00% | New |
| Morgan Stanley history | 13.33K | $164.61K | 0.00% | Add |
| BNY Mellon history | 13.10K | $161.83K | 0.00% | Add |
| UBS Group AG history | 10.69K | $131.97K | 0.00% | Reduce |
| Deutsche Bank AG history | 9.83K | $121.42K | 0.00% | New |
| Wells Fargo & Co history | 7.83K | $96.75K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.25K | $40.14K | 0.00% | Add |
| Legal & General Investment Management America history | 657 | $8.09K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 307 | $3.79K | 0.00% | Add |
| Citigroup Inc history | 187 | $2.31K | 0.00% | Reduce |
Q3 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Janus Henderson Group history | 1.09M | $14.63M | 0.01% | New |
| BlackRock Inc history | 385.44K | $5.16M | 0.00% | New |
| Vanguard Group history | 227.19K | $3.04M | 0.00% | New |
| Geode Capital Management history | 147.55K | $1.98M | 0.00% | New |
| Citadel Advisors history | 110.00K | $1.47M | 0.00% | New |
| Northern Trust Corp history | 52.45K | $702.28K | 0.00% | New |
| UBS Group AG history | 24.20K | $324.08K | 0.00% | New |
| Millennium Management history | 20.76K | $278.00K | 0.00% | New |
| Charles Schwab Investment Management history | 16.77K | $224.62K | 0.00% | New |
| Bank of America Corp history | 15.07K | $201.77K | 0.00% | New |
| BNY Mellon history | 11.25K | $150.69K | 0.00% | New |
| D. E. Shaw & Co history | 10.04K | $134.40K | 0.00% | New |
| Morgan Stanley history | 9.53K | $127.54K | 0.00% | New |
| Wells Fargo & Co history | 4.84K | $64.88K | 0.00% | New |
| JPMorgan Chase & Co history | 2.73K | $36.61K | 0.00% | New |
| Legal & General Investment Management America history | 657 | $8.82K | 0.00% | New |
| Citigroup Inc history | 220 | $2.95K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4 | $54 | 0.00% | New |
New Positions (Q2 2026)
- Millennium Management 295.91K sh · $3.07M
- AQR Capital Management 92.16K sh · $956.61K
- D. E. Shaw & Co 60.44K sh · $627.36K
- Marshall Wace 21.28K sh · $220.92K
- Two Sigma Investments 18.01K sh · $186.92K
- Arrowstreet Capital 14.04K sh · $145.74K
- JPMorgan Chase & Co 5.26K sh · $58.53K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 1.23M sh · $11.11M
- Renaissance Technologies sold 10.40K sh · $94.12K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| BlackRock Inc | 532.59K | 446.89K | 427.47K | 385.44K |
| Millennium Management | 295.91K | — | 128.97K | 20.76K |
| Geode Capital Management | 204.66K | 193.17K | 162.03K | 147.55K |
| Citadel Advisors | 101.73K | 44.59K | — | 110.00K |
| AQR Capital Management | 92.16K | — | — | — |
| Northern Trust Corp | 64.63K | 54.48K | 50.70K | 52.45K |
| Goldman Sachs Group | 63.13K | 22.64K | 13.60K | — |
| D. E. Shaw & Co | 60.44K | — | — | 10.04K |
| Morgan Stanley | 30.70K | 11.43K | 13.33K | 9.53K |
| Marshall Wace | 21.28K | — | — | — |
| Two Sigma Investments | 18.01K | — | — | — |
| BNY Mellon | 17.45K | 13.11K | 13.10K | 11.25K |
| Charles Schwab Investment Management | 17.28K | 16.77K | 16.77K | 16.77K |
| UBS Group AG | 16.75K | 10.30K | 10.69K | 24.20K |
| Arrowstreet Capital | 14.04K | — | — | — |
| Bank of America Corp | 10.40K | 15.58K | 21.14K | 15.07K |
| Deutsche Bank AG | 10.18K | 9.83K | 9.83K | — |
| Wells Fargo & Co | 7.72K | 3.33K | 7.83K | 4.84K |
| JPMorgan Chase & Co | 5.26K | — | 3.25K | 2.73K |
| Citigroup Inc | 4.38K | 409 | 187 | 220 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details