Carlsmed, Inc. (CARL)

NASDAQ:CARL

US Market

CARL

Carlsmed, Inc.

RESEARCH TOOLSreports

Carlsmed, Inc. (CARL) Ownership - Who Owns Carlsmed, Inc.?

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Carlsmed, Inc. (CARL) Ownership Overview

55.69% Insiders

6.16% Mutual Funds

5.76% Other Institutional Investors

2.19% ETFs

30.20% Public Companies and

Individual Investors

The ownership structure of Carlsmed, Inc. (CARL) stock is a mix of institutional, retail, and individual investors. Approximately 14.11% of the company’s stock is owned by Institutional Investors, 55.69% is owned by Insiders, and 30.20% is owned by Public Companies and Individual Investors.

The ownership structure of Carlsmed, Inc. (CARL) stock is a mix of institutional, retail, and individual investors. Approximately 11.92% of the company’s stock is owned by Institutional Investors, 55.69% is owned by Insiders, and 2.19% is owned by Public Companies and Individual Investors.

Recent Insider Trading Activity

Date	Name	Activity	Value
Jul 24, 2025	Robert Mittendorff	xxxxxxxxxxxxx	$19999995
Jul 24, 2025	Jonathan Root	xxxxxxxxxxxxx	$6999990
Jul 24, 2025	B Capital Group Management, L.p.	xxxxxxxxxxxxx	$19999995
Jul 24, 2025	Philip M Young	xxxxxxxxxxxxx	$899985

Show More Insider Trading Activity >

Recent Hedge Fund Trading Activity

Date	Firm	Activity	Value

Show More Hedge Fund Trading Activity >

Top Shareholders

Holder	# of Shares	Type	% Holding	Value
	8,321,763	Insider	31.13%	80,970,754
	1,601,742	Insider	5.99%	15,584,950
	1,550,477	Insider	5.80%	15,086,141
	1,117,743	Insider	4.18%	10,875,639
	994,262	Institution	3.72%	9,674,169
	982,562	Insider	3.68%	9,560,328
	931,452	Insider	3.48%	9,063,028
	308,454	Institution	1.15%	3,001,257
	268,393	Institution	1.00%	2,611,464
	252,265	Institution	0.94%	2,454,538

Top Mutual Fund Holders

Holder	# of Shares	Type	% Holding	Value
	994,262	Institution	3.72%	9,674,169
	268,393	Institution	1.00%	2,611,464
	72,737	Institution	0.27%	707,731
	66,681	Institution	0.25%	648,806
	55,000	Institution	0.21%	535,150
	48,081	Institution	0.18%	467,828
	39,243	Institution	0.15%	381,834
	37,000	Institution	0.14%	360,010
	26,354	Institution	0.10%	256,424
	16,775	Institution	0.06%	163,221

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
Vanguard Total Stock Market ETF	194,638	Institution	0.73%	2,835,876
iShares Russell 2000 ETF	169,388	Institution	0.63%	1,636,288
Vanguard Extended Market ETF	73,755	Institution	0.28%	1,074,610
iShares Russell 2000 Growth ETF	44,109	Institution	0.17%	426,093
Vanguard Russell 2000 ETF	33,613	Institution	0.13%	489,741
iShares Micro-Cap ETF	20,265	Institution	0.08%	195,760
iShares Russell 2000 Value ETF	18,503	Institution	0.07%	178,739
Vanguard Russell 2000 Growth ETF	4,300	Institution	0.02%	62,651
Global X Russell 2000 ETF	3,339	Institution	0.01%	32,923
Invesco Russell 2000 Dynamic Multifactor ETF	1,980	Institution	<0.01%	19,127

FAQ

Who Owns Carlsmed, Inc. (CARL)?

According to the latest TipRanks data, approximately 5.76% of the company's stock is held by institutional investors, 55.69% is held by insiders, and 30.20% is held by retail investors.

What percentage of Carlsmed, Inc. (CARL) stock is held by institutional investors?

According to the latest TipRanks data, approximately 5.76% of Carlsmed, Inc. (CARL) stock is held by institutional investors.

What percentage of Carlsmed, Inc. (CARL) stock is held by retail investors?

According to the latest TipRanks data, approximately 30.20% of Carlsmed, Inc. (CARL) stock is held by retail investors.

Who owns the most shares of Carlsmed, Inc. (CARL)?

B CAPITAL GROUP MANAGEMENT, L.P. owns the most shares of Carlsmed, Inc. (CARL).

What is the significance of the ownership structure for a publicly traded company?

The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.