​
​

CareMax Ownership 2024 | Who Owns CareMax Now?

OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

0.03%

Insider Ownership

24.17%

Retail Ownership

75.80%

Institutional Holders

1.00

CareMax Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CWM, LLC----1,135-100.00%-Jun 30, 2024

CareMax's largest institutional shareholder is CWM, LLC, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CWM, LLC----1,135-100.00%-Jun 30, 2024

The largest CareMax shareholder by % of total assets is CWM, LLC. The company owns 0.00 shares of CareMax (CMAX), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CWM, LLC----1,135-100.00%-Jun 30, 2024

As of Jun 30 2024, CareMax's largest institutional buyer is CWM, LLC. The company purchased -1.14K stocks of CMAX, valued at -.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CWM, LLC----1,135-100.00%-Jun 30, 2024

As of Jun 30 2024, CareMax's biggest institutional seller is CWM, LLC. The company sold -1.14K shares of CMAX, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CWM, LLC----1,135-100.00%-Jun 30, 2024

CareMax's largest sold out institutional shareholder by shares sold is CWM, LLC, sold -1.14K shares, valued at -, as of undefined.

CareMax Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
BlackRock Health Sciences Trust II0.12%309,553--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.10%53,555--Mar 31, 2024
Vericimetry Funds0.10%8,600--Mar 31, 2024
BlackRock Health Sciences Trust0.08%21,007--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.03%229,306--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%130,447--Mar 31, 2024
FIDELITY SELECT PORTFOLIOS0.02%1,356,800--Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%11,674--Mar 31, 2024
VANGUARD INDEX FUNDS0.01%4,705,855--Mar 31, 2024
Nushares ETF Trust0.01%61,856--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%1,536--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%171,777-30,662-15.15%Jan 31, 2024
FIDELITY ADVISOR SERIES I0.00%767,572--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%67,977--Mar 31, 2024
LEGG MASON PARTNERS INVESTMENT TRUST0.00%104,974--Mar 28, 2024
FIDELITY COVINGTON TRUST0.00%35,399--Jan 31, 2024
Calvert Variable Products, Inc.0.00%4,473--Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%35,462--Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%30,503--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%4,429--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%69,384660.10%Jan 31, 2024
VANGUARD WORLD FUND0.00%203,440--Feb 29, 2024
Principal Exchange-Traded Funds0.00%9,189--Mar 31, 2024
Guardian Variable Products Trust0.00%10,858--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%33,500--Mar 31, 2024
FLEXSHARES TRUST0.00%33,473--Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%1,100--Mar 31, 2024
NORTHERN FUNDS0.00%46,170--Mar 28, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%61,246--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%3,278--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%44,805-604,587-93.10%Jan 31, 2024
HC CAPITAL TRUST0.00%6,483--Mar 31, 2024
FIDELITY SALEM STREET TRUST0.00%724,782665,5181122.97%Jan 31, 2024
iSHARES TRUST0.00%2,962,236--Mar 31, 2024
RYDEX SERIES FUNDS0.00%686--Dec 31, 2023
EQ ADVISORS TRUST0.00%192,303--Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%289,280--Feb 29, 2024
THRIVENT SERIES FUND INC0.00%11,207--Mar 28, 2024
VALIC Co I0.00%28,957--Feb 29, 2024
ProFunds0.00%1,07143969.46%Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%11,552--Mar 31, 2024
RYDEX DYNAMIC FUNDS0.00%340--Dec 31, 2023
PENN SERIES FUNDS INC0.00%1,900--Mar 28, 2024
NATIONWIDE MUTUAL FUNDS0.00%7,430-208-2.72%Jan 31, 2024
USAA MUTUAL FUNDS TRUST0.00%9,237--Jan 31, 2024
RYDEX VARIABLE TRUST0.00%45--Dec 31, 2023
PROSHARES TRUST0.00%9,686--Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%32,622--Mar 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%2,788--Feb 29, 2024
Brighthouse Funds Trust II0.00%22,526--Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%61,900--Mar 31, 2024
Brinker Capital Destinations Trust0.00%1,390--Feb 29, 2024
SUNAMERICA SERIES TRUST0.00%8,514-35-0.41%Jan 31, 2024
TIAA-CREF FUNDS0.00%59,508--Jan 31, 2024
SPDR INDEX SHARES FUNDS0.00%3,866--Mar 31, 2024
VANGUARD WELLINGTON FUND0.00%6,670--Feb 29, 2024
ALLSPRING MASTER TRUST0.00%950--Feb 29, 2024
Series Portfolios Trust0.00%87--Jan 31, 2024
GOLDMAN SACHS TRUST0.00%43,665--Mar 31, 2024
ETF Series Solutions0.00%260--Jan 31, 2024
PACIFIC SELECT FUND0.00%32,977--Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%18,897--Mar 31, 2024
Bridge Builder Trust0.00%30,332--Mar 31, 2024
NORTHERN FUNDS0.00%429429-Mar 28, 2024
BlackRock Variable Series Funds, Inc.0.00%14,015--Mar 31, 2024
WILSHIRE MUTUAL FUNDS INC0.00%701--Dec 31, 2023
PENN SERIES FUNDS INC0.00%6464-Mar 28, 2024
Invesco Exchange-Traded Fund Trust II0.00%613--Jan 31, 2024
SPDR SERIES TRUST0.00%74,450--Mar 31, 2024
PRINCIPAL FUNDS, INC.0.00%11,058--Jan 31, 2024
BLACKROCK FUNDS0.00%9,791--Jan 31, 2024
Legg Mason Global Asset Management Trust0.00%10,500--Jan 31, 2024
Advisors' Inner Circle Fund III0.00%136--Jan 31, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%13,900--Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%656656-Mar 31, 2024

CareMax's largest mutual fund holder by % of total assets is "BlackRock Health Sciences Trust II", owning 309.55K shares, compromising 0.12% of its total assets.

CareMax Institutional Ownership Trends

Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 241-98.31%
31 Dec, 2359-18.06%
30 Sep, 2372-
30 Jun, 2372-15.29%
31 Mar, 2385-8.60%
31 Dec, 22938.14%
30 Sep, 22866.17%
30 Jun, 228155.77%
31 Mar, 2252-1.89%
31 Dec, 21531.92%
30 Sep, 215215.56%
30 Jun, 2145-

As of 31 Mar 24, 1 institutions are holding CareMax's shares, representing a decrease of -98.31% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 241,135-100.00%
31 Dec, 2367,287,009-3.78%
30 Sep, 2369,926,746-5.38%
30 Jun, 2373,902,0566.14%
31 Mar, 2369,624,4825.02%
31 Dec, 2266,298,0016.15%
30 Sep, 2262,456,225-0.53%
30 Jun, 2262,790,4886.73%
31 Mar, 2258,830,7960.52%
31 Dec, 2158,526,3500.92%
30 Sep, 2157,992,1794.34%
30 Jun, 2155,581,002-

CareMax (CMAX) has 1.14K shares outstanding as of 31 Mar 24, down -100.00% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 240.03%0.00%
31 Dec, 2360.03%1.53%
30 Sep, 2362.62%1.42%
30 Jun, 2366.36%1.70%
31 Mar, 2362.52%1.45%
31 Dec, 2265.72%1.29%
30 Sep, 2271.45%1.39%
30 Jun, 2271.82%1.58%
31 Mar, 2267.34%1.49%
31 Dec, 2167.19%1.52%
30 Sep, 2166.58%0.17%
30 Jun, 21195.68%-

As of 31 Mar 24, CareMax is held by 0.03% institutional shareholders, representing a 0.00% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 241-96.67%
31 Dec, 23307.14%
30 Sep, 2328-17.65%
30 Jun, 2334-34.62%
31 Mar, 23528.33%
31 Dec, 22484.35%
30 Sep, 2246-22.03%
30 Jun, 225996.67%
31 Mar, 2230-11.76%
31 Dec, 2134-10.53%
30 Sep, 2138-15.56%
30 Jun, 2145-

1 institutional shareholders have increased their position in CMAX stock as of 31 Mar 24 compared to 30 in the previous quarter (a -96.67% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 24--100.00%
31 Dec, 2315-25.00%
30 Sep, 2320-13.04%
30 Jun, 232335.29%
31 Mar, 2317-19.05%
31 Dec, 222116.67%
30 Sep, 2218125.00%
30 Jun, 228-38.46%
31 Mar, 221385.71%
31 Dec, 217-12.50%
30 Sep, 218-
30 Jun, 21--

- institutional shareholders have reduced their position in CMAX stock as of 31 Mar 24 compared to 15 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 241-98.31%1,135-100.00%0.03%0.00%1-96.67%--100.00%
31 Dec, 2359-18.06%67,287,009-3.78%60.03%1.53%307.14%15-25.00%
30 Sep, 2372-69,926,746-5.38%62.62%1.42%28-17.65%20-13.04%
30 Jun, 2372-15.29%73,902,0566.14%66.36%1.70%34-34.62%2335.29%
31 Mar, 2385-8.60%69,624,4825.02%62.52%1.45%528.33%17-19.05%
31 Dec, 22938.14%66,298,0016.15%65.72%1.29%484.35%2116.67%
30 Sep, 22866.17%62,456,225-0.53%71.45%1.39%46-22.03%18125.00%
30 Jun, 228155.77%62,790,4886.73%71.82%1.58%5996.67%8-38.46%
31 Mar, 2252-1.89%58,830,7960.52%67.34%1.49%30-11.76%1385.71%
31 Dec, 21531.92%58,526,3500.92%67.19%1.52%34-10.53%7-12.50%
30 Sep, 215215.56%57,992,1794.34%66.58%0.17%38-15.56%8-
30 Jun, 2145-55,581,002-195.68%-45---

CareMax Insider Shareholders Trades

Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Nov 21, 2023Flynn James Edirector, 10 percent owner M-ExemptSell12,123---
Nov 21, 2023Berg Kevindirector-M-ExemptSell12,123---
Nov 21, 2023de la Torre Ralphdirector, 10 percent owner M-ExemptSell10,927---
Nov 21, 2023OQuinn Ryandirector-M-ExemptSell12,123---
Jun 12, 2023Wirges Kevinofficer EVP, Treasurer and CFOM-ExemptSell4,433--4,433

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 20, 2024Rundell Paul Brent-Buy----
Nov 21, 2023Flynn James Edirector, 10 percent owner M-ExemptBuy12,123--12,123
Nov 21, 2023Flynn James Edirector, 10 percent owner M-ExemptSell12,123---
Nov 21, 2023Berg Kevindirector-M-ExemptBuy12,123--12,123
Nov 21, 2023Berg Kevindirector-M-ExemptSell12,123---
Nov 21, 2023de la Torre Ralphdirector, 10 percent owner M-ExemptBuy10,927--10,927
Nov 21, 2023de la Torre Ralphdirector, 10 percent owner M-ExemptSell10,927---
Nov 21, 2023OQuinn Ryandirector-M-ExemptBuy12,123--12,123
Nov 21, 2023OQuinn Ryandirector-M-ExemptSell12,123---
Jun 12, 2023Flynn James Edirector, 10 percent owner A-AwardBuy33,750--33,750
Jun 12, 2023Berg Kevindirector-A-AwardBuy33,750--33,750
Jun 12, 2023Wirges Kevinofficer EVP, Treasurer and CFOM-ExemptBuy4,433--165,579
Jun 12, 2023Wirges Kevinofficer EVP, Treasurer and CFOA-AwardBuy66,500$3.72$247.38K66,500
Jun 12, 2023Wirges Kevinofficer EVP, Treasurer and CFOA-AwardBuy66,500--66,500
Jun 12, 2023Wirges Kevinofficer EVP, Treasurer and CFOA-AwardBuy33,250--33,250
Jun 12, 2023Wirges Kevinofficer EVP, Treasurer and CFOM-ExemptSell4,433--4,433
Jun 12, 2023Shulkin Daviddirector-A-AwardBuy38,750--38,750
Jun 12, 2023Rodriguez Jose Ramondirector-A-AwardBuy48,750--48,750
Jun 12, 2023OQuinn Ryandirector-A-AwardBuy33,750--33,750
Jun 12, 2023de Solo Carlos A.director, officer President and CEOA-AwardBuy214,500$3.72$797.94K214,500

The last insider sell of CareMax's stock was made by Flynn James E on Nov 21 2023, selling 12,123 shares at - per share (valued at -).

CareMax Insider Ownership Trends

All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20231--
Q4 2022128150.00%
Q3 2022-1-
Q2 202210--
Q3 20211--

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by CareMax's insiders, as of Q1 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20231--
Q4 2022---
Q3 2022---
Q2 2022---
Q3 2021---

As of Q1 2023, Insider owners conducted 1 open market buy trades and 0 open market sell trades of CareMax's stocks.

CareMax Peer Ownership

TickerCompany
FORAForian Inc.
NRCNational Research Corporation
PRVAPrivia Health Group, Inc.
EVHEvolent Health, Inc.
CPSITruBridge, Inc.
HQYHealthEquity, Inc.
HSTMHealthStream, Inc.
CERTCertara, Inc.
HCATHealth Catalyst, Inc.

CMAX Ownership FAQ

CareMax is owned by institutional shareholders (0.03%), insiders (24.17%), and public (75.80%). The largest institutional shareholder of CareMax is CWM, LLC (0% of total shares) and the top mutual fund owner is BlackRock Health Sciences Trust II (0.12% of total shares).

CareMax's major institutional shareholders are CWM, LLC. The top five shareholders own together 0% of the company's share outstanding.

As of Mar 2024, there are 1 institutional shareholders of CareMax.

CWM, LLC owns 0 shares of CareMax, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2024).