Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CAI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 30.9M | $551.1M | +0.4% | 10.940% | 0.02% |
| 2 | J. H. Whitney Equity Partners VI, LLC | 11.3M | $200.6M | -38.3% | 3.982% | 100.00% |
| 3 | COATUE MANAGEMENT LLC | 9.8M | $175.0M | 0.0% | 3.474% | 0.36% |
| 4 | BRAIDWELL LP | 8.3M | $147.1M | +3.1% | 2.921% | 5.44% |
| 5 | Sixth Street Partners Management Company, L.P. | 7.3M | $130.6M | -49.1% | 2.592% | 0.02% |
| 6 | PointState Capital LP | 6.8M | $121.7M | -7.2% | 2.416% | 1.56% |
| 7 | JPMORGAN CHASE & CO | 6.6M | $120.2M | +89.5% | 2.320% | 0.01% |
| 8 | BlackRock, Inc. | 5.5M | $98.7M | +14.0% | 1.959% | 0.00% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8M | $86.3M | +28.9% | 1.714% | 0.00% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 4.3M | $76.3M | +28.6% | 1.514% | 0.00% |
| 11 | LOS ANGELES CAPITAL MANAGEMENT LLC | 4.0M | $70.5M | +72.9% | 1.400% | 0.26% |
| 12 | Neuberger Berman Group LLC | 3.6M | $64.0M | +0.0% | 1.270% | 0.02% |
| 13 | ORBIMED ADVISORS LLC | 2.8M | $50.0M | 0.0% | 0.993% | 0.93% |
| 14 | BNP PARIBAS FINANCIAL MARKETS | 2.4M | $42.2M | +46.8% | 0.839% | 0.01% |
| 15 | MILLENNIUM MANAGEMENT LLC | 2.2M | $39.3M | +44.2% | 0.779% | 0.01% |
| 16 | MAK CAPITAL ONE LLC | 1.9M | $34.5M | — | 0.685% | 4.84% |
| 17 | MORGAN STANLEY | 1.9M | $34.5M | +79.3% | 0.685% | 0.00% |
| 18 | Clearbridge Investments, LLC | 1.6M | $28.4M | +2.8% | 0.565% | 0.02% |
| 19 | FIL Ltd | 1.5M | $27.6M | +0.2% | 0.548% | 0.02% |
| 20 | UBS Group AG | 1.4M | $25.4M | -48.2% | 0.504% | 0.00% |
| 21 | CANADA PENSION PLAN INVESTMENT BOARD | 1.4M | $24.5M | +4.0% | 0.486% | 0.01% |
| 22 | STATE STREET CORP | 1.2M | $21.7M | +23.6% | 0.431% | 0.00% |
| 23 | Amundi | 1.2M | $21.7M | +5709.5% | 0.431% | 0.01% |
| 24 | Capital World Investors | 1.2M | $21.6M | +2.8% | 0.429% | 0.00% |
| 25 | BANK OF AMERICA CORP /DE/ | 1.2M | $21.4M | +129.4% | 0.425% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CAI — a direct measure of their conviction.
Filings activity in CAI during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new CAI position in Q2 2026
Institutions that fully closed their CAI position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 245 | +20% | 54.77% | 0.88 pp | $2.58B | 0.6% |
| Q1 2026 | 205 | +9.6% | 55.65% | +5.83 pp | $2.59B | 27% |
| Q4 2025 | 187 | +33% | 49.82% | +9.49 pp | $3.55B | +21% |
| Q3 2025 | 141 | +22% | 40.33% | +2.31 pp | $2.94B | +19% |
| Q2 2025 | 116 | +11500% | 38.02% | — | $2.47B | — |
| Q3 2024 | 1 | 99% | — | — | $0M | 100% |
| Q2 2021 | 142 | +2.9% | 5.46% | +0.56 pp | $2.96B | +121% |
| Q1 2021 | 138 | — | 4.90% | — | $1.34B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CAI stock.
Based on Q2 2026 13F filings, institutional ownership of Caris Life Sciences, Inc. stands at 54.8%, held across 245 reporting institutions.
FMR LLC is the largest reported institutional holder of CAI, with approximately 30,923,878 shares worth $0.55B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of CAI, including COATUE MANAGEMENT LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for CAI is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
63 institutions opened new positions in CAI during Q2 2026, while 24 fully exited. 104 added to existing positions and 74 trimmed.
CAI institutional ownership fell by 0.88 percentage points quarter-over-quarter, with a net change of +40 holders.
The top 10 institutions account for 66.2% of all reported 13F value in CAI, and the top 25 account for 86.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Caris Life Sciences, Inc. (CAI) Institutional Ownership