Carlsmed Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC | 02/17/2026 | 1.25 M | $15.47 M | 0.00% | 5.94% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 1.14 M | $14.09 M | 4.40% | 5.41% |
| BLACKROCK, INC. | 02/12/2026 | 427.47 K | $5.28 M | 10.91% | 2.03% |
| VANGUARD GROUP INC | 01/29/2026 | 360.08 K | $4.45 M | 58.49% | 1.71% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 175.41 K | $2.15 M | 15.21% | 0.83% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 01/28/2026 | 175.00 K | $2.16 M | 0.00% | 0.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 162.03 K | $2.00 M | 9.82% | 0.77% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 160.24 K | $1.98 M | 0.81% | 0.76% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 128.97 K | $1.59 M | 521.18% | 0.61% |
| STATE STREET CORP | 02/13/2026 | 68.94 K | $851.42 K | 65.23% | 0.33% |
| NORGES BANK | 02/10/2026 | 65.00 K | $802.75 K | 100.00% | 0.31% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 02/02/2026 | 55.24 K | $682.15 K | 0.43% | 0.26% |
| NORTHERN TRUST CORP | 02/17/2026 | 50.70 K | $626.15 K | -3.33% | 0.24% |
| GHISALLO CAPITAL MANAGEMENT LLC | 02/17/2026 | 50.00 K | $617.50 K | 0.00% | 0.24% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 02/17/2026 | 50.00 K | $617.50 K | 0.00% | 0.24% |
| SECTORAL ASSET MANAGEMENT INC | 02/09/2026 | 47.70 K | $589.10 K | 100.00% | 0.23% |
| WESBANCO BANK INC | 02/03/2026 | 37.00 K | $456.95 K | 100.00% | 0.18% |
| BOSTON PARTNERS | 02/13/2026 | 26.10 K | $322.34 K | -10.97% | 0.12% |
| BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | 02/17/2026 | 25.03 K | $309.12 K | 0.00% | 0.12% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 24.30 K | $300.11 K | 100.00% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 21.14 K | $261.03 K | 40.26% | 0.10% |
| COHEN & STEERS, INC. | 02/13/2026 | 20.00 K | $247.00 K | -33.33% | 0.09% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 16.78 K | $207.17 K | 0.00% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 15.80 K | $195.00 K | 6.76% | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 15.16 K | $187.16 K | 100.00% | 0.07% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 13.60 K | $167.96 K | 100.00% | 0.06% |
| MORGAN STANLEY | 02/13/2026 | 13.33 K | $164.61 K | 39.94% | 0.06% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 13.10 K | $161.83 K | 16.44% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 10.69 K | $131.97 K | -55.85% | 0.05% |
| BARCLAYS PLC | 02/13/2026 | 10.63 K | $131.32 K | 10.62% | 0.05% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 9.83 K | $121.43 K | 100.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 7.83 K | $96.75 K | 61.69% | 0.04% |
| RHUMBLINE ADVISERS | 02/13/2026 | 4.42 K | $54.57 K | -25.14% | 0.02% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.25 K | $40.14 K | 18.87% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 3.24 K | $40.01 K | 2.79% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 2.15 K | $26.55 K | -14.00% | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 1.80 K | $22.23 K | 0.00% | 0.01% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 1.26 K | $15.54 K | 0.00% | 0.01% |
| STRS OHIO | 02/02/2026 | 1.20 K | $14.82 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 1.03 K | $12.75 K | -30.97% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.03 K | $13.00 K | 100.00% | 0.00% |
| IA GLOBAL ASSET MANAGEMENT INC. | 02/05/2026 | 1.00 K | $12.00 K | 0.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 657 | $8.09 K | 0.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 565 | $6.98 K | 0.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 417 | $5.15 K | 100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 380 | $4.69 K | 100.00% | 0.00% |
| FMR LLC | 02/17/2026 | 307 | $3.79 K | 7,575.00% | 0.00% |
| AMALGAMATED BANK | 02/05/2026 | 213 | $3.00 K | -3.18% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 187 | $2.31 K | -15.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 179 | $2.21 K | 11.88% | 0.00% |
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Carlsmed Inc institutional Ownership - FAQ's
During the previous two years, 63 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: 1.14 M
BlackRock, Inc.: 427,474
VANGUARD GROUP INC: 360,082
TD Waterhouse Canada Inc.: 175,405
TEACHER RETIREMENT SYSTEM OF TEXAS: 175,000
22.17% of Carlsmed Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.67 M shares in the last 24 months. This purchase volume represents approximately $68.05 M in transactions.