CARLSMED, INC. — Institutional Ownership
Which tracked institutions hold CARL, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
15
Funds holding
$20336213
Total value held
Buying
11 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | $11108441 | 1227452 | +1227452 | NEW BUY |
| 2 | Blackrock, Inc. | $5528316 | 532593 | +85701 | +19.18% |
| 3 | State Street Corp | $1381402 | 133083 | +19366 | +17.03% |
| 4 | Northern Trust Corp | $670890 | 64633 | +10157 | +18.64% |
| 5 | Goldman Sachs Group Inc | $655248 | 63126 | +40488 | +178.85% |
| 6 | Morgan Stanley | $318656 | 30699 | +19273 | +168.68% |
| 7 | Bank Of New York Mellon Corp | $181155 | 17452 | +4347 | +33.17% |
| 8 | Ubs Group Ag | $173855 | 16749 | +16749 | NEW BUY |
| 9 | Bank Of America Corp /De/ | $107910 | 10396 | -5187 | -33.29% |
| 10 | Wells Fargo & Company/Mn | $80165 | 7723 | +4390 | +131.71% |
| 11 | Jpmorgan Chase & Co | $58535 | 5264 | +201 | +3.97% |
| 12 | Citigroup Inc | $45433 | 4377 | +4190 | +2240.64% |
| 13 | Barclays Plc | $14979 | 1443 | -334 | -18.80% |
| 14 | Us Bancorp \De\ | $6228 | 600 | — | Held |
| 15 | Royal Bank Of Canada | $5000 | 500 | -72 | -12.59% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.