Carlsmed Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC | 05/15/2026 | 1.25 M | $11.34 M | 0.00% | 8.81% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 1.23 M | $11.11 M | 7.61% | 8.63% |
| PARKMAN HEALTHCARE PARTNERS LLC | 05/15/2026 | 521.12 K | $4.72 M | 100.00% | 3.66% |
| BLACKROCK, INC. | 05/13/2026 | 446.89 K | $4.04 M | 4.54% | 3.14% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 283.18 K | $2.56 M | 100.00% | 1.99% |
| 05/15/2026 | 276.13 K | $2.50 M | 100.00% | 1.94% | |
| 05/13/2026 | 200.00 K | $1.81 M | 100.00% | 1.41% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 193.17 K | $1.75 M | 19.22% | 1.36% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 159.29 K | $1.44 M | -0.59% | 1.12% |
| STATE STREET CORP | 05/15/2026 | 113.72 K | $1.03 M | 64.95% | 0.80% |
| NORTHERN TRUST CORP | 05/14/2026 | 54.48 K | $493.01 K | 7.45% | 0.38% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 04/30/2026 | 53.43 K | $483.56 K | -3.26% | 0.38% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 05/15/2026 | 50.00 K | $452.50 K | 0.00% | 0.35% |
| 05/08/2026 | 47.64 K | $431.18 K | 100.00% | 0.34% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 45.40 K | $410.86 K | 100.00% | 0.32% |
| CITADEL ADVISORS LLC | 05/15/2026 | 44.60 K | $403.59 K | 100.00% | 0.31% |
| WESBANCO BANK INC | 04/21/2026 | 37.00 K | $334.85 K | 0.00% | 0.26% |
| BOSTON PARTNERS | 05/11/2026 | 25.20 K | $228.07 K | -3.44% | 0.18% |
| XTX TOPCO LTD | 05/15/2026 | 24.74 K | $223.88 K | 100.00% | 0.17% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 22.64 K | $204.87 K | 66.46% | 0.16% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 20.00 K | $192.00 K | -88.60% | 0.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 16.78 K | $151.81 K | 0.00% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 15.58 K | $141.03 K | -26.27% | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 15.09 K | $136.59 K | -0.41% | 0.11% |
| JANE STREET GROUP, LLC | 05/12/2026 | 15.04 K | $136.08 K | 100.00% | 0.11% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 13.35 K | $120.84 K | 100.00% | 0.09% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 13.11 K | $118.60 K | 0.01% | 0.09% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 12.75 K | $115.34 K | 100.00% | 0.09% |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | 05/07/2026 | 12.52 K | $113.27 K | -50.00% | 0.09% |
| HRT FINANCIAL LP | 05/14/2026 | 12.34 K | $111.00 K | 100.00% | 0.09% |
| MORGAN STANLEY | 05/15/2026 | 11.43 K | $103.41 K | -14.28% | 0.08% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 10.40 K | $94.12 K | -57.20% | 0.07% |
| UBS GROUP AG | 05/05/2026 | 10.30 K | $93.24 K | -3.58% | 0.07% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 9.83 K | $88.98 K | 0.00% | 0.07% |
| RHUMBLINE ADVISERS | 05/12/2026 | 5.18 K | $46.88 K | 17.24% | 0.04% |
| JPMORGAN CHASE & CO | 05/13/2026 | 5.06 K | $46.73 K | 55.78% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 3.58 K | $32.37 K | 100.00% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 3.35 K | $30.30 K | 3.33% | 0.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.33 K | $30.16 K | -57.45% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 2.57 K | $23.23 K | 19.40% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 1.80 K | $16.29 K | 0.00% | 0.01% |
| BARCLAYS PLC | 05/15/2026 | 1.78 K | $16.08 K | -83.29% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 1.67 K | $15.10 K | 61.72% | 0.01% |
| FMR LLC | 05/15/2026 | 1.30 K | $11.73 K | 322.15% | 0.01% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 04/29/2026 | 1.26 K | $11.39 K | 0.00% | 0.01% |
| US BANCORP \DE\ | 05/15/2026 | 600 | $5.43 K | 100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 579 | $5.26 K | -11.87% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 572 | $5.00 K | -44.25% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 05/13/2026 | 565 | $5.11 K | 0.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 05/18/2026 | 460 | $4.16 K | 10.31% | 0.00% |
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Carlsmed Inc institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Carlsmed Inc. The most heavily invested institutionals were:
ORBIMED ADVISORS LLC: 1.25 M
JANUS HENDERSON GROUP PLC: 1.23 M
Parkman Healthcare Partners LLC: 521,123
BlackRock, Inc.: 446,892
Schonfeld Strategic Advisors LLC: 283,180
GEODE CAPITAL MANAGEMENT, LLC: 193,173
37.28% of Carlsmed Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.20 M shares in the last 24 months. This purchase volume represents approximately $62.13 M in transactions.