| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| HALBERT DAVID D | 44% | $3,311,265,907 | 124,906,296 | David D. Halbert | 30 Jun 2025 | |||
| J H Whitney VI L P | 7.3% | $537,002,864 | 20,256,615 | J H Whitney VI LP | 30 Jun 2025 | |||
| TSSP Sub-Fund HoldCo LLC | 6.9% | $523,018,065 | 19,385,399 | Alan Waxman | 31 Dec 2025 | |||
| FMR LLC | 5% | $381,598,861 | 14,143,768 | FMR LLC | 31 Dec 2025 | |||
| RIVERVIEW GROUP LLC | 1.3% | 3,583,100 | Millennium Management LLC | 17 Jun 2025 |
As of 31 Dec 2025, 184 institutional investors reported holding 145,162,570 shares of Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share (CAI). This represents 52% of the company’s total 280,947,812 outstanding shares.
The largest institutional shareholders of Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share (CAI) together control 46% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| J. H. Whitney Equity Partners VI, LLC | 7.2% | 20,256,615 | 0% | 100% | $546,523,473 |
| Sixth Street Partners Management Company, L.P. | 6.9% | 19,385,399 | -21% | 54% | $523,018,065 |
| FMR LLC | 5.1% | 14,217,768 | +48% | 0.02% | $383,595,380 |
| COATUE MANAGEMENT LLC | 3.5% | 9,819,992 | -3.2% | 0.66% | $264,943,384 |
| T. Rowe Price Investment Management, Inc. | 3.3% | 9,205,959 | +15% | 0.16% | $248,377,000 |
| BRAIDWELL LP | 2.8% | 7,816,142 | +6.8% | 6.7% | $210,879,512 |
| PointState Capital LP | 2.4% | 6,718,707 | +73% | 3.1% | $181,270,715 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.7% | 4,827,965 | -30% | 0.01% | $130,259,000 |
| NEUBERGER BERMAN GROUP LLC | 1.4% | 3,800,922 | -13% | 0.08% | $102,548,876 |
| MILLENNIUM MANAGEMENT LLC | 1.3% | 3,652,647 | -7.2% | 0.07% | $98,548,416 |
| ORBIMED ADVISORS LLC | 1.1% | 3,116,011 | +2.7% | 1.8% | $84,069,977 |
| CITADEL ADVISORS LLC | 1.1% | 3,113,956 | 0.06% | $84,014,532 | |
| JPMORGAN CHASE & CO | 0.87% | 2,445,281 | +185% | 0% | $65,973,700 |
| BlackRock, Inc. | 0.84% | 2,371,236 | +266% | 0% | $63,975,947 |
| UBS Group AG | 0.78% | 2,183,980 | +826% | 0.01% | $58,923,781 |
| Point72 Asset Management, L.P. | 0.66% | 1,864,860 | +656% | 0.08% | $50,313,923 |
| MORGAN STANLEY | 0.64% | 1,794,991 | +17% | 0% | $48,428,896 |
| Balyasny Asset Management L.P. | 0.59% | 1,660,280 | +23903% | 0.08% | $44,794,354 |
| Longaeva Partners L.P. | 0.54% | 1,509,745 | +17% | 4.8% | $40,732,920 |
| AMERIPRISE FINANCIAL INC | 0.54% | 1,505,080 | -10% | 0.01% | $40,607,105 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.52% | 1,470,295 | +32% | 0.01% | $39,668,559 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.52% | 1,464,558 | +11% | 0.03% | $39,513,775 |
| Clearbridge Investments, LLC | 0.5% | 1,416,207 | +2.5% | 0.03% | $38,209,269 |
| PERCEPTIVE ADVISORS LLC | 0.4% | 1,136,206 | +3.5% | 0.56% | $30,654,838 |
| FIL Ltd | 0.4% | 1,122,775 | +397% | 0.02% | $30,292,470 |