CARL (Carlsmed) Institutional Ownership: 20.83% (As of Jul. 30, 2026)

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CARL Carlsmed Inc CARL
12 GF Score
Price $12.59
! 2 Warning Signs
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What is Carlsmed Institutional Ownership?

Carlsmed CARL -1.49% 12 Institutional Ownership is 20.83% as of Jul. 30, 2026. GuruFocus rates CARL with a GF Score™ of 12/100. The stock has 2 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Carlsmed's institutional ownership is 20.83%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Carlsmed's Insider Ownership is 12.72%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Carlsmed's Float Percentage Of Total Shares Outstanding is 37.19%.

Carlsmed Institutional Ownership Historical Data

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The historical data trend for Carlsmed's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Carlsmed Institutional Ownership Chart

Carlsmed Historical Data

The historical data trend for Carlsmed can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 11.23 12.14 12.57 14.86 14.79 14.82 14.80 14.74 16.69 17.12
CARL
12GF Score
Carlsmed Inc CARL
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Carlsmed Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 20.83% mean?
Carlsmed (CARL) has a Institutional Ownership of 20.83% as of Jul. 30, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Carlsmed and its competitors.
Is Carlsmed's Institutional Ownership too high?
Carlsmed's current Institutional Ownership is 20.83%. Overall, Carlsmed has a GF Score™ of 12/100, reflecting its overall financial health beyond just this single metric.
How does Carlsmed's Institutional Ownership compare to CTEV and SPOK?
Carlsmed's Institutional Ownership of 20.83% can be compared against companies in the Healthcare Providers & Services industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Healthcare Providers & Services company?
A good Institutional Ownership depends on the Healthcare Providers & Services industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Carlsmed and its competitors. Carlsmed's current Institutional Ownership is 20.83%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Carlsmed stock overvalued right now?
Carlsmed (CARL) has a current Institutional Ownership of 20.83%. The current Institutional Ownership is 20.83%. Carlsmed's overall GF Score™ is 12/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Carlsmed (CARL), the current Institutional Ownership is 20.83% as of Jul. 30, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Carlsmed Business Description

Other Exchanges I82:Germany
Address 1800 Aston Avenue, Suite 100, Carlsbad, CA, USA, 92008
Carlsmed Inc is a commercial-stage medical technology company focused on developing AI-enabled personalized solutions for spine surgery. The company operates as a single operating and reportable segment engaged in the design, manufacture, and marketing of its Aprevo technology platform, which provides customized surgical planning and implants for lumbar and cervical spine fusion procedures, mainly sold to hospitals and ambulatory surgical centers.
12GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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