Carlsmed, Inc. (CARL)

NASDAQ:CARL

US Market

CARL

Carlsmed, Inc.

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

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Carlsmed, Inc. (CARL) Ownership Overview

54.76% Insiders

6.08% Mutual Funds

1.11% Other Institutional Investors

2.15% ETFs

35.89% Public Companies and

Individual Investors

The ownership structure of Carlsmed, Inc. (CARL) stock is a mix of institutional, retail, and individual investors. Approximately 9.35% of the company’s stock is owned by Institutional Investors, 54.76% is owned by Insiders, and 35.89% 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 7.20% of the company’s stock is owned by Institutional Investors, 54.76% is owned by Insiders, and 2.15% 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	30.61%	89,542,170
	1,601,742	Insider	5.89%	17,234,744
	1,550,477	Insider	5.70%	16,683,133
	1,117,743	Insider	4.11%	12,026,915
	994,262	Institution	3.66%	10,698,259
	982,562	Insider	3.61%	10,572,367
	931,452	Insider	3.43%	10,022,424
	316,037	Institution	1.16%	3,400,558
	268,393	Institution	0.99%	2,887,909
	247,290	Institution	0.91%	2,660,840

Top Mutual Fund Holders

Holder	# of Shares	Type	% Holding	Value
	994,262	Institution	3.66%	10,698,259
	268,393	Institution	0.99%	2,887,909
	72,737	Institution	0.27%	782,650
	72,123	Institution	0.27%	776,043
	55,000	Institution	0.20%	591,800
	48,081	Institution	0.18%	517,352
	40,061	Institution	0.15%	431,056
	37,000	Institution	0.14%	398,120
	26,354	Institution	0.10%	283,569
	16,775	Institution	0.06%	180,499

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
Vanguard Total Stock Market ETF	194,638	Institution	0.72%	1,761,474
iShares Russell 2000 ETF	164,528	Institution	0.61%	1,617,310
Vanguard Extended Market ETF	73,755	Institution	0.27%	667,483
iShares Russell 2000 Growth ETF	44,337	Institution	0.16%	435,833
Vanguard Russell 2000 ETF	40,071	Institution	0.15%	362,643
iShares Micro-Cap ETF	20,132	Institution	0.07%	197,898
iShares Russell 2000 Value ETF	18,293	Institution	0.07%	179,820
Vanguard Russell 2000 Growth ETF	4,870	Institution	0.02%	44,074
Global X Russell 2000 ETF	3,513	Institution	0.01%	33,936
Vanguard Russell 2000 Value ETF	2,146	Institution	<0.01%	19,421

FAQ

Who Owns Carlsmed, Inc. (CARL)?

According to the latest TipRanks data, approximately 1.11% of the company's stock is held by institutional investors, 54.76% is held by insiders, and 35.89% is held by retail investors.

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

According to the latest TipRanks data, approximately 1.11% 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 35.89% 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.