Carlsmed, Inc. (CARL) Ownership
CARL ownership summary
as of October 18, 2026- Institutions
- 40.4% of shares outstanding
- Insiders
- 45.04% of shares outstanding
- Shares outstanding
- 27.3M
- Float
- 15.6M shares available to trade
- Short interest
- 10.31% 1.1M shares short
- Days to cover
- 13.12 short interest down 2.3% vs prior month
- Institutions 40.43%
- Insiders 45.04%
- Other investors 14.53%
CARL top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Jupiter Topco LLC | 4.58% | 1.3M | $16.8M | +1.3M (0.0%) | June 30, 2026 |
| 2 | HHG PLC | 4.50% | 1.2M | $16.5M | +86,834 (+7.6%) | March 31, 2026 |
| 3 | Parkman Healthcare Partners LLC | 2.19% | 597K | $8.0M | +76,195 (+14.6%) | June 30, 2026 |
| 4 | BlackRock Inc | 1.95% | 533K | $7.1M | +85,701 (+19.2%) | June 30, 2026 |
| 5 | KCM Capital Inc | 1.61% | 440K | $5.9M | +240,000 (+120.0%) | June 30, 2026 |
| 6 | Pier Capital, LLC | 1.37% | 374K | $5.0M | +373,677 (0.0%) | June 30, 2026 |
| 7 | Millennium Management LLC | 1.08% | 296K | $4.0M | +295,907 (0.0%) | June 30, 2026 |
| 8 | Palumbo Wealth Management LLC | 0.98% | 267K | $3.6M | +267,298 (0.0%) | June 30, 2026 |
| 9 | Vanguard Capital Management, LLC | 0.87% | 239K | $3.2M | −37,404 (−13.5%) | June 30, 2026 |
| 10 | Schonfeld Strategic Advisors LLC | 0.82% | 225K | $3.0M | −58,376 (−20.6%) | June 30, 2026 |
| 11 | Geode Capital Management, LLC | 0.75% | 205K | $2.7M | +11,482 (+5.9%) | June 30, 2026 |
| 12 | State Street Corp | 0.49% | 133K | $1.8M | +19,366 (+17.0%) | June 30, 2026 |
| 13 | Citadel Advisors Llc | 0.37% | 102K | $1.4M | +57,131 (+128.1%) | June 30, 2026 |
| 14 | AQR Capital Management LLC | 0.34% | 92K | $1.2M | +92,159 (0.0%) | June 30, 2026 |
| 15 | Jane Street Group LLC | 0.27% | 73K | $984,146 | +58,353 (+388.1%) | June 30, 2026 |
| 16 | Northern Trust Corp | 0.24% | 65K | $866,729 | +10,157 (+18.6%) | June 30, 2026 |
| 17 | The Goldman Sachs Group Inc | 0.23% | 63K | $846,520 | +40,488 (+178.8%) | June 30, 2026 |
| 18 | D. E. Shaw & Co LP | 0.22% | 60K | $810,487 | +60,439 (0.0%) | June 30, 2026 |
| 19 | Vanguard Portfolio Management, LLC | 0.21% | 57K | $763,673 | +9,304 (+19.5%) | June 30, 2026 |
| 20 | Kornitzer Capital Management Inc | 0.19% | 52K | $693,136 | −1,744 (−3.3%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 17 holders added 3.0M shares and 3 cut 98K.
CARL top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Janus Henderson Venture D | 2.24% | 611K | $8.2M | +2,172 (+0.4%) | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 0.78% | 214K | $2.9M | −2,496 (−1.2%) | September 30, 2026 |
| 3 | SEB Nordamerikafond Småbolag | 0.73% | 198K | $2.7M | +2,755 (+1.4%) | August 31, 2026 |
| 4 | Vanguard MStar Total Stk Mkt Idx Invest | 0.58% | 159K | $2.1M | — | August 31, 2026 |
| 5 | Janus Strategic Val A USD | 0.48% | 130K | $1.7M | — | June 30, 2026 |
| 6 | Russell Inv US Small Cap Equity Y | 0.40% | 109K | $1.5M | +5,660 (+5.5%) | August 31, 2026 |
| 7 | Fidelity Small Cap Index | 0.34% | 93K | $1.2M | +794 (+0.9%) | July 31, 2026 |
| 8 | Adara Smaller Companies | 0.32% | 88K | $1.2M | +5,240 (+6.3%) | August 31, 2026 |
| 9 | Buffalo Early Stage Growth Fd | 0.19% | 51K | $689,985 | −1,744 (−3.3%) | June 30, 2026 |
| 10 | Dunham Small Cap Growth N | 0.19% | 51K | $683,186 | −871 (−1.7%) | August 31, 2026 |
| 11 | Vanguard Russell 2000 ETF | 0.18% | 49K | $655,347 | +960 (+2.0%) | August 31, 2026 |
| 12 | iShares Russell 2000 Growth ETF | 0.16% | 44K | $593,915 | −56 (−0.1%) | September 30, 2026 |
| 13 | Dunham Small Cap Value N | 0.16% | 44K | $589,007 | — | August 31, 2026 |
| 14 | iShares Russell 2000 Value ETF | 0.15% | 42K | $562,268 | +64 (+0.2%) | September 30, 2026 |
| 15 | Fidelity Extended Market Index | 0.13% | 37K | $490,229 | +2,226 (+6.5%) | August 31, 2026 |
| 16 | EA Bridgeway Ultra-Small Company Mkt ETF | 0.12% | 32K | $430,649 | — | September 30, 2026 |
| 17 | iShares Micro-Cap ETF | 0.10% | 27K | $362,633 | −187 (−0.7%) | September 30, 2026 |
| 18 | Russell Inv US Small Cap Equity | 0.09% | 26K | $346,850 | +1,009 (+4.1%) | August 31, 2026 |
| 19 | Schwab Small Cap Index | 0.07% | 20K | $273,551 | — | August 31, 2026 |
| 20 | Fidelity Nasdaq Composite Index | 0.06% | 18K | $237,665 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CARL shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CARL
Institutional investors own 40.4% of Carlsmed's shares and insiders 45.04%. The largest holder is Jupiter Topco LLC with 4.58% of the shares (1.3M), as of June 30, 2026. Among the top 20 institutions, 17 added shares and 3 reduced their stake in the latest filings. Short interest is 10.31% of the float, or 13.12 days of average trading volume. The share count fell 46.4% since 2023.
Related: CARL analyst forecast, CARL key metrics. See the CARL stock overview for the latest quote and news.
CARL ownership FAQ
Who owns the most Carlsmed stock?
The largest shareholders of Carlsmed are Jupiter Topco LLC (4.58%), HHG PLC (4.50%), Parkman Healthcare Partners LLC (2.19%), BlackRock Inc (1.95%), KCM Capital Inc (1.61%).
What percentage of Carlsmed is owned by institutions?
Institutions hold 40.4% of Carlsmed's shares outstanding; insiders hold 45.04%.
Which funds own Carlsmed?
The largest fund holders of Carlsmed are Janus Henderson Venture D (2.24%), iShares Russell 2000 ETF (0.78%), SEB Nordamerikafond Småbolag (0.73%), Vanguard MStar Total Stk Mkt Idx Invest (0.58%), Janus Strategic Val A USD (0.48%).
What is Carlsmed's short interest?
1.1M shares of Carlsmed were sold short, 10.31% of the float; at the average daily volume it would take 13.12 days to cover.
How many shares of Carlsmed are outstanding?
Carlsmed has 27.3M shares outstanding, of which 15.6M are in the public float.