Caris Life Sciences, Inc. (CAI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

304,062,500Shares Outstanding

1,131,621Shares held by institutions

$23,537,717Value of institutional holdings

44.12%Institutional ownership %

39.75%Shares Changed QoQ

179No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Caris Life Sciences, Inc. (NASDAQ:CAI) is held by 179 institutional firms.

The percentage of Caris Life Sciences owned by institutions changed from 37.3% in September 2025 to 44.1% in December 2025, marking a slight up trend.
On a quarter-over-quarter basis, institutional holdings shifted by 39.75%, with a year-over-year an unavailable change in the count of filers.
A review of institutional activity for Caris Life Sciences shows 134 of 179 filers increasing their positions, while 30 reduced their stake, and 15 remained unchanged.
Collectively, institutional investors increased their stake in Caris Life Sciences to 134.16Mn shares as of December 2025, a change that is up by 38.16Mn shares quarter on quarter and down N/A shares year over year.
The top institutional stake in Caris Life Sciences as of December 31, 2025 belongs to J. H. Whitney Equity Partners VI, LLC, which owns 20.26Mn shares, or 6.66% of the company.
Among the most significant buyers of Caris Life Sciences during December 2025 were J. H. Whitney Equity Partners VI, LLC (20.26Mn), FMR LLC (4.58Mn), CITADEL ADVISORS LLC (3.11Mn), PointState Capital LP (2.83Mn), UBS Group AG (1.95Mn).
Leading sellers of Caris Life Sciences stock in December 2025 included Sixth Street Partners Management Company, L.P. (5.00Mn), T. Rowe Price Investment Management, Inc. (4.19Mn), ALLIANCEBERNSTEIN L.P. (1.18Mn), Neuberger Berman Group LLC (544.12K), COATUE MANAGEMENT LLC (322.21K).
The top 10 institutional holders of Caris Life Sciences for the quarter ending December 2025 included J. H. Whitney Equity Partners VI, LLC (20.26Mn), Sixth Street Partners Management Company, L.P. (19.39Mn), FMR LLC (14.22Mn), COATUE MANAGEMENT LLC (9.82Mn), BRAIDWELL LP (7.82Mn), PointState Capital LP (6.72Mn), MILLENNIUM MANAGEMENT LLC (3.85Mn), T. Rowe Price Investment Management, Inc. (3.84Mn), Neuberger Berman Group LLC (3.80Mn), ORBIMED ADVISORS LLC (3.12Mn).

179 Institutional Holders

1,131,621 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
J. H. Whitney Equity Partners VI, LLC	31 Dec, 2025	20,256,615	20,256,615	0.00%	$546,523,473.00
Sixth Street Partners Management Company, L.P.	31 Dec, 2025	19,385,399	-5,000,000	-20.50%	$523,018,065.00
FMR LLC	31 Dec, 2025	14,217,768	4,584,333	47.59%	$383,595,380.00
COATUE MANAGEMENT LLC	31 Dec, 2025	9,819,992	-322,206	-3.18%	$264,943,384.00
BRAIDWELL LP	31 Dec, 2025	7,816,142	500,000	6.83%	$210,879,512.00
PointState Capital LP	31 Dec, 2025	6,718,707	2,834,986	73.00%	$181,270,715.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	3,852,647	-85,425	-2.17%	$103,944,416.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	3,837,964	-4,187,795	-52.18%	$103,549.00
Neuberger Berman Group LLC	31 Dec, 2025	3,800,922	-544,120	-12.52%	$102,548,876.00
ORBIMED ADVISORS LLC	31 Dec, 2025	3,116,011	81,153	2.67%	$84,069,977.00
CITADEL ADVISORS LLC	31 Dec, 2025	3,113,956	3,113,956	0.00%	$84,014,532.00
JPMORGAN CHASE & CO	31 Dec, 2025	2,445,281	1,587,176	184.96%	$65,973,700.00
BlackRock, Inc.	31 Dec, 2025	2,371,236	1,724,155	266.45%	$63,975,947.00
UBS Group AG	31 Dec, 2025	2,183,980	1,948,107	825.91%	$58,923,781.00
Point72 Asset Management, L.P.	31 Dec, 2025	1,864,860	1,618,236	656.16%	$50,313,923.00
MORGAN STANLEY	31 Dec, 2025	1,794,991	260,568	16.98%	$48,428,896.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	1,660,280	1,653,363	23,902.89%	$44,794,354.00
Longaeva Partners L.P.	31 Dec, 2025	1,509,745	223,777	17.40%	$40,732,920.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	1,505,080	-174,388	-10.38%	$40,607,105.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	1,470,295	354,104	31.72%	$39,668,559.00

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