Ranked by reported Q1 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 | 30.8M | $550.4M | +116.5% | 10.895% | 0.03% |
| 2 | J. H. Whitney Equity Partners VI, LLC | 18.3M | $326.4M | -9.9% | 6.461% | 100.00% |
| 3 | Sixth Street Partners Management Company, L.P. | 14.4M | $257.2M | -25.8% | 5.091% | 36.19% |
| 4 | COATUE MANAGEMENT LLC | 9.8M | $175.6M | 0.0% | 3.475% | 0.60% |
| 5 | BRAIDWELL LP | 8.0M | $143.2M | +2.5% | 2.835% | 4.78% |
| 6 | PointState Capital LP | 7.4M | $131.6M | +9.6% | 2.605% | 3.06% |
| 7 | BlackRock, Inc. | 4.9M | $86.8M | +104.8% | 1.719% | 0.00% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | $67.2M | — | 1.330% | 0.00% |
| 9 | Neuberger Berman Group LLC | 3.6M | $64.2M | -5.5% | 1.271% | 0.05% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 3.3M | $59.5M | — | 1.178% | 0.00% |
| 11 | ORBIMED ADVISORS LLC | 2.8M | $50.2M | -9.9% | 0.993% | 1.06% |
| 12 | UBS Group AG | 2.7M | $49.1M | +25.7% | 0.972% | 0.01% |
| 13 | LOS ANGELES CAPITAL MANAGEMENT LLC | 2.3M | $40.9M | +405139.3% | 0.810% | 0.16% |
| 14 | BNP PARIBAS ARBITRAGE, SA | 1.6M | $28.9M | +135.4% | 0.571% | 0.01% |
| 15 | Clearbridge Investments, LLC | 1.6M | $27.7M | +9.6% | 0.549% | 0.02% |
| 16 | FIL Ltd | 1.5M | $27.6M | +37.7% | 0.547% | 0.02% |
| 17 | MILLENNIUM MANAGEMENT LLC | 1.5M | $27.3M | -60.4% | 0.541% | 0.02% |
| 18 | CANADA PENSION PLAN INVESTMENT BOARD | 1.3M | $23.7M | -9.7% | 0.468% | 0.02% |
| 19 | Invesco Ltd. | 1.2M | $21.9M | +18.3% | 0.433% | 0.00% |
| 20 | Champlain Investment Partners, LLC | 1.2M | $21.6M | +28.6% | 0.427% | 0.27% |
| 21 | Capital World Investors | 1.2M | $21.1M | — | 0.418% | 0.00% |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 1.1M | $20.5M | -21.8% | 0.407% | 0.00% |
| 23 | MORGAN STANLEY | 1.1M | $19.3M | -39.9% | 0.382% | 0.00% |
| 24 | STATE STREET CORP | 985K | $17.6M | +277.9% | 0.349% | 0.00% |
| 25 | Point72 Asset Management, L.P. | 918K | $16.4M | -50.8% | 0.325% | 0.02% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 199 | +7.6% | 49.93% | 19.84 pp | $2.54B | 28% |
| Q4 2025 | 185 | +35% | 69.77% | +11.93 pp | $3.54B | +21% |
| Q3 2025 | 137 | +18% | 57.84% | +9.12 pp | $2.94B | +19% |
| Q2 2025 | 116 | +11500% | 48.72% | +48.72 pp | $2.47B | — |
| Q3 2024 | 1 | 99% | 0.00% | 58.35 pp | $0M | 100% |
| Q2 2021 | 142 | +2.9% | 58.35% | +31.91 pp | $2.96B | +121% |
| Q1 2021 | 138 | +21% | 26.44% | +10.02 pp | $1.34B | +61% |
| Q4 2020 | 114 | — | 16.42% | — | $834M | — |
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 Q1 2026 13F filings, institutional ownership of Caris Life Sciences, Inc. stands at 49.9%, held across 199 reporting institutions.
FMR LLC is the largest reported institutional holder of CAI, with approximately 30,785,585 shares worth $0.55B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of CAI, including COATUE MANAGEMENT LLC, MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for CAI is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
57 institutions opened new positions in CAI during Q1 2026, while 43 fully exited. 55 added to existing positions and 85 trimmed.
CAI institutional ownership fell by 19.84 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 73.5% of all reported 13F value in CAI, and the top 25 account for 89.8%.
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