CARLSMED, INC. — Institutional Ownership

Which tracked institutions hold CARL, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

13
Funds holding
$17368436
Total value held
Buying
10 added/new · 3 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Janus Henderson Group Plc $11108441 1227452 NEW BUY
2 Blackrock, Inc. $4044374 446892 +19418 +4.54%
3 State Street Corp $1029139 113717 +44776 +64.95%
4 Northern Trust Corp $493008 54476 +3776 +7.45%
5 Goldman Sachs Group Inc $204874 22638 +9038 +66.46%
6 Bank Of America Corp /De/ $141026 15583 -5553 -26.27%
7 Bank Of New York Mellon Corp $118597 13105 +1 +0.01%
8 Morgan Stanley $103405 11426 -1903 -14.28%
9 Wells Fargo & Company/Mn $96750 7834 +2989 +61.69%
10 Barclays Plc $16082 1777 NEW BUY
11 Us Bancorp \De\ $5430 600 NEW BUY
12 Royal Bank Of Canada $5000 572 NEW BUY
13 Citigroup Inc $2310 187 -33 -15.00%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.