Carlsmed Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JUPITER TOPCO LLC | 08/14/2026 | 1.25 M | $12.99 M | 100.00% | 4.60% |
| PARKMAN HEALTHCARE PARTNERS LLC | 08/14/2026 | 597.32 K | $6.20 M | 14.62% | 2.20% |
| BLACKROCK, INC. | 08/07/2026 | 532.59 K | $5.53 M | 19.18% | 1.96% |
| KCM CAPITAL INC | 08/12/2026 | 440.00 K | $4.57 M | 120.00% | 1.62% |
| PIER CAPITAL, LLC | 08/05/2026 | 373.68 K | $3.88 M | 100.00% | 1.37% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 295.91 K | $3.07 M | 100.00% | 1.09% |
| PALUMBO WEALTH MANAGEMENT LLC | 08/12/2026 | 267.30 K | $2.77 M | 100.00% | 0.98% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 238.73 K | $2.48 M | -13.55% | 0.88% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 224.80 K | $2.33 M | -20.61% | 0.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 204.66 K | $2.13 M | 5.94% | 0.75% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 139.14 K | $1.44 M | -12.65% | 0.51% |
| STATE STREET CORP | 09/22/2026 | 133.08 K | $1.38 M | 17.03% | 0.49% |
| CITADEL ADVISORS LLC | 09/02/2026 | 101.73 K | $1.06 M | 128.11% | 0.37% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 92.16 K | $956.61 K | 100.00% | 0.34% |
| JANE STREET GROUP, LLC | 08/14/2026 | 73.39 K | $761.78 K | 388.09% | 0.27% |
| NORTHERN TRUST CORP | 08/13/2026 | 64.63 K | $670.89 K | 18.64% | 0.24% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 63.13 K | $655.25 K | 178.85% | 0.23% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 60.44 K | $627.36 K | 100.00% | 0.22% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 56.95 K | $591.12 K | 19.53% | 0.21% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 07/31/2026 | 51.69 K | $536.52 K | -3.26% | 0.19% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 49.93 K | $518.25 K | 9.98% | 0.18% |
| CURATED WEALTH PARTNERS LLC | 07/13/2026 | 45.00 K | $53.22 K | 100.00% | 0.17% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 39.95 K | $414.69 K | 1,456.33% | 0.15% |
| MORGAN STANLEY | 08/13/2026 | 30.70 K | $318.66 K | 168.68% | 0.11% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 25.00 K | $259.50 K | 100.00% | 0.09% |
| BOSTON PARTNERS | 08/04/2026 | 22.38 K | $232.25 K | -11.21% | 0.08% |
| MARSHALL WACE, LLP | 08/13/2026 | 21.28 K | $220.92 K | 100.00% | 0.08% |
| JUMP FINANCIAL, LLC | 08/13/2026 | 19.41 K | $201.52 K | 100.00% | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 18.01 K | $186.92 K | 100.00% | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 17.46 K | $181.26 K | 15.70% | 0.06% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 17.45 K | $181.16 K | 33.17% | 0.06% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 17.28 K | $179.33 K | 2.99% | 0.06% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 17.28 K | $179.33 K | 100.00% | 0.06% |
| UBS GROUP AG | 08/13/2026 | 16.75 K | $173.86 K | 62.56% | 0.06% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 08/07/2026 | 15.54 K | $161.33 K | 100.00% | 0.06% |
| CENTIVA CAPITAL, LP | 08/13/2026 | 14.89 K | $154.57 K | 16.84% | 0.05% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 14.04 K | $145.74 K | 100.00% | 0.05% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 13.03 K | $135.00 K | 100.00% | 0.05% |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | 08/12/2026 | 12.52 K | $129.92 K | 0.00% | 0.05% |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 07/16/2026 | 11.90 K | $123.52 K | 100.00% | 0.04% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 11.00 K | $114.19 K | 100.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 10.40 K | $107.91 K | -33.29% | 0.04% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 10.18 K | $105.67 K | 3.54% | 0.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 7.72 K | $80.17 K | 131.71% | 0.03% |
| RHUMBLINE ADVISERS | 08/12/2026 | 5.79 K | $60.07 K | 11.72% | 0.02% |
| JPMORGAN CHASE & CO | 08/12/2026 | 5.26 K | $58.54 K | 3.97% | 0.02% |
| CITIGROUP INC | 08/03/2026 | 4.38 K | $45.43 K | 970.17% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 3.89 K | $40.41 K | 16.28% | 0.01% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 3.58 K | $37.13 K | 0.00% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 1.80 K | $18.68 K | 0.00% | 0.01% |
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Carlsmed Inc institutional Ownership - FAQ's
During the previous two years, 92 institutional investors and hedge funds held shares of Carlsmed Inc. The most heavily invested institutionals were:
Jupiter Topco LLC: 1.25 M
Parkman Healthcare Partners LLC: 597,318
BlackRock, Inc.: 532,593
KCM Capital Inc: 440,000
Pier Capital, LLC: 373,677
MILLENNIUM MANAGEMENT LLC: 295,907
21.25% of Carlsmed Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.35 M shares in the last 24 months. This purchase volume represents approximately $87.82 M in transactions.