CAI · Company research
Caris Life Sciences, Inc. Common Stock (CAI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 606 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12945 | 230680 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Bridgefront Capital, LLC | 1725690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11028 | 196519 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132479 | 2360776 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55247 | 984502 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Blue Owl Capital Holdings LP | 1858703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4711 | 83950 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Olistico Wealth, LLC | 1962695 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1423 | 25358 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344 | 6130 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 655644 | 11683576 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 379388 | 6760694 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16682 | 297273 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42500 | 757350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Trifecta Capital Advisors, LLC | 1962615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2100 | 37422 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 270 | 4812 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Scientech Research LLC | 2011556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13670 | 243599 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FINANCIAL CONSULATE, INC | 1624510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 535 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63075 | 1123997 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94051 | 1723014 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 3564 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Treasurer of the State of North Carolina | 1761054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52515 | 936 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Amova Asset Management Americas, Inc. | 1480751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33883 | 603117 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Maxi Investments CY Ltd | 1838222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210670 | 3754 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1218364 | 21711246 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42899 | 764460 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1374952 | 24501645 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138 | 2459 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71695 | 1277605 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208700 | 3719034 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAK CAPITAL ONE LLC | 1385702 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1937229 | 34521421 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47595 | 848143 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1418392 | 25275 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Index Technologies Group LLC | 2095322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7390 | 131690 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 89 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| BRAIDWELL LP | 1920938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8256032 | 147122490 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mirae Asset Global Investments Co., Ltd. | 1569395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12643 | 225298 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 446 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Quantum Portfolio Management LLC | 2003672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14343 | 255592 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 297855 | 5307776 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24093 | 429337 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 588573 | 10488371 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Magnetar Financial LLC | 1352851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6776 | 120748 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13409 | 238948 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1649647 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27965 | 498336 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| COATUE MANAGEMENT LLC | 1135730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5291006 | 94285727 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71 | 1265 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17710 | 315592 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 286 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 921739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 247605 | 4412000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18820 | 335372 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 568000 | 10121760 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3249388 | 182345 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 412933 | 7358466 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124716 | 2222439 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49587 | 883 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Leonteq Securities AG | 1535950 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 17820 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 5633 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| WPWealth LLP | 1950118 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23025 | 410306 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330 | 5881 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Renaissance Capital LLC | 1535058 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62887 | 1120646 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| China Universal Asset Management Co., Ltd. | 1906594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44989 | 801704 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19248 | 342999 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Temasek Holdings (Private) Ltd | 1021944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12235 | 218028 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112 | 1996 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220 | 3920 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| J.Safra Asset Management Corp | 1535293 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 881 | 15699 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24962323 | 444828596 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76203 | 1358000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152236 | 2713 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Owl Creek Wealth Partners LLC | 2133805 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 530 | 9445 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Perigon Wealth Management, LLC | 1575239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24576 | 437944 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Michael & Susan Dell Foundation | 1599858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12235 | 218028 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 803223 | 14313434 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35900 | 639738 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1595877 | 28438525 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32070 | 571457 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61237 | 1132885 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SALEM INVESTMENT COUNSELORS INC | 884423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 1782000 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 143 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85600 | 1525392 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 642 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.