Security Snapshot

Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share (CAI) Institutional Ownership

CUSIP: 142152107

13F Institutional Holders and Ownership History from Q2 2025 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

245

Shares (Excl. Options)

153,734,822

Price

$17.82

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.02%
Share change
-3,763,590
Value change
-$65,630,792
Number of holders
245
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
281,415,375
SEC-reported price per share
$16.09
Insider filing price
$16.09
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • CAI - Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 142152107.
  • 245 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 200 to 245 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $2,797,623,495 to $2,742,999,833.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 245 institutions filings for Q2 2026.

Open SEC evidence

Security key

142152107

Latest holder period

Q2 2026

13F holders

245

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
CAI
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
FMR LLC 11% +116% $547,689,677 +$294,800,519 30,631,585 +117% FMR LLC 31 Mar 2026
J H Whitney VI L P 4% -36% $211,061,531 -$131,250,000 11,256,615 -38% J H Whitney VI L P 30 Jun 2026
TSSP Sub-Fund HoldCo LLC 2.6% -50% $137,382,019 -$132,344,212 7,327,041 -49% Alan Waxman 30 Jun 2026
RIVERVIEW GROUP LLC 1.3% 3,583,100 Millennium Management LLC 17 Jun 2025

As of 30 Jun 2026, 245 institutional investors reported holding 153,734,822 shares of Caris Life Sciences, Inc. - Common Stock, par value $0.001 per share (CAI). This represents 55% of the company’s total 281,415,375 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
46%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 11% 30,923,878 +0.45% 0.02% $551,063,502
J. H. Whitney Equity Partners VI, LLC 4% 11,256,615 -38% 100% $200,592,879
COATUE MANAGEMENT LLC 3.5% 9,819,992 0% 0.36% $174,992,258
BRAIDWELL LP 2.9% 8,256,032 +3.1% 5.4% $147,122,490
Sixth Street Partners Management Company, L.P. 2.6% 7,327,041 -49% 23% $130,567,870
PointState Capital LP 2.4% 6,828,835 -7.2% 2.1% $121,689,840
JPMORGAN CHASE & CO 2.3% 6,558,514 +90% 0.01% $120,243,533
BlackRock, Inc. 2% 5,536,798 +14% 0% $98,665,739
T. Rowe Price Investment Management, Inc. 1.8% 5,079,141 -9.1% 0.06% $90,511,000
VANGUARD PORTFOLIO MANAGEMENT LLC 1.7% 4,844,431 +29% 0% $86,327,760
VANGUARD CAPITAL MANAGEMENT LLC 1.5% 4,280,238 +29% 0% $76,273,841
LOS ANGELES CAPITAL MANAGEMENT LLC 1.4% 3,958,531 +73% 0.26% $70,541,023
NEUBERGER BERMAN GROUP LLC 1.3% 3,590,963 +0.01% 0.04% $63,990,963
ORBIMED ADVISORS LLC 1% 2,806,811 0% 0.95% $50,017,372
BNP PARIBAS FINANCIAL MARKETS 0.84% 2,370,268 0% 0.02% $42,238,176
MILLENNIUM MANAGEMENT LLC 0.78% 2,202,647 +44% 0.03% $39,251,170
MAK CAPITAL ONE LLC 0.69% 1,937,229 4.8% $34,521,421
MORGAN STANLEY 0.69% 1,935,531 +79% 0% $34,491,180
Duquesne Family Office LLC 0.67% 1,894,450 0% 0.78% $33,759,000
Clearbridge Investments, LLC 0.57% 1,595,877 +2.8% 0.02% $28,438,525
FIL Ltd 0.55% 1,548,918 +0.18% 0.02% $27,601,719
UBS Group AG 0.51% 1,423,371 -48% 0% $25,364,471
HRT FINANCIAL LP 0.5% 1,418,392 0.05% $25,275,000
CANADA PENSION PLAN INVESTMENT BOARD 0.49% 1,374,952 +3.9% 0.01% $24,501,645
Amundi 0.43% 1,218,364 +5709% 0.01% $21,711,246

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
5
Latest
Q2 2026
Rows shown
1-5 of 5
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 153,734,822 $2,742,999,833 -$65,630,792 $17.82 245
2026 Q1 156,665,947 $2,797,623,495 -$13,711,338 $17.88 200
2025 Q4 145,171,924 $3,916,731,528 +$281,575,305 $26.98 184
2025 Q3 113,389,372 $3,407,348,453 +$143,025,542 $30.25 137
2025 Q2 109,280,872 $2,919,429,193 +$2,917,131,273 $26.72 115
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