C3.AI Inc. Class AAI
13F holders, Q2 2024 (June 30)338holders +31
65new positions
39sold out
5famous investors
$28.95avg. 13F price*
At the end of Q2 2024, 338 institutions reported holding C3.AI Inc. Class A (AI) in their 13F filings, up 31 from Q1 2024. 65 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($333.7M), BlackRock Inc. ($216.4M) and Voya Investment Management LLC ($183.7M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- C3.AI Inc. Class A
- CUSIP
- 12468P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $40.8M |
| Exits | 39 | $83.6M |
All 13F filers, Q1 2024 → Q2 2024: 8,967,476 shares bought and 6,105,353 shares sold, net +2,862,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 338 holders
| Vanguard Group Inc. | 0.01% | Add +8.2% | 11,523,702 | $333.7M |
| BlackRock Inc. | 0.00% | Add +12.3% | 7,472,931 | $216.4M |
| Voya Investment Management LLC | 0.21% | Add +5.0% | 6,343,635 | $183.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.17% | — | 2,437,219 | $70.6M |
| Morgan Stanley | 0.01% | Add +78.2% | 2,326,967 | $67.4M |
| State Street Corp. | 0.00% | Reduce -3.3% | 2,083,206 | $60.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.2% | 2,038,055 | $59.0M |
| Baker Hughes Holdings LLC | 90.41% | No change | 1,800,000 | $52.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +125.8% | 1,033,659 | $29.9M |
| Jane Street Group, LLC | 0.03% | Add +176.7% | 894,612 | $25.9M |
| Balyasny Asset Management L.P. | 0.06% | Add +4028.1% | 787,513 | $22.8M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 780,038 | $22.6M |
| Susquehanna International Group, LLP | 0.04% | Add +430.8% | 780,025 | $22.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 771,540 | $22.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.9% | 752,109 | $21.8M |
| Citadel Advisors | 0.02% | Reduce -38.6% | 725,443 | $21.0M |
| Barclays PLC | 0.01% | Add +148.8% | 579,579 | $16.8M |
| Citigroup Inc. | 0.02% | Reduce -4.5% | 548,359 | $15.9M |
| Sculptor Capital LP | 0.44% | Add +0.5% | 482,300 | $14.0M |
| UBS Group AG | 0.00% | Add +98.8% | 447,732 | $13.0M |
| Legal & General Group Plc | 0.00% | Add +16.2% | 446,946 | $12.9M |
| Capital Fund Management S.A. | 0.12% | Add +74.0% | 376,942 | $10.9M |
| Norges Bank | 0.00% | Reduce -4.8% | 360,708 | $10.4M |
| Simplex Trading, LLC | 0.34% | Reduce -27.4% | 360,674 | $10.4M |
| Bank of America Corp. | 0.00% | Add +16.1% | 339,486 | $9.8M |
| First Trust Advisors LP | 0.01% | Add +13.1% | 310,234 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Add +132.8% | 304,654 | $8.8M |
| Dow Chemical Co. | 1.83% | No change | 296,098 | $8.6M |
| EVR Research LP | 2.23% | Reduce -31.3% | 257,500 | $7.5M |
| Mirae Asset Securities (usa) Inc. | 0.46% | — | 249,372 | $7.2M |
| Squarepoint Ops LLC | 0.03% | Reduce -55.6% | 248,942 | $7.2M |
| Invesco Ltd. | 0.00% | Add +205.1% | 231,023 | $6.7M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -6.9% | 226,027 | $6.5M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -4.2% | 217,111 | $6.3M |
| Swiss National Bank | 0.00% | Add +7.5% | 209,900 | $6.1M |
| Raymond James & Associates | 0.00% | Add +11.5% | 201,262 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +89.8% | 194,732 | $5.6M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -0.3% | 188,547 | $5.5M |
| Cubist Systematic Strategies, LLC | 0.09% | New | 181,186 | $5.2M |
| LPL Financial LLC | 0.00% | Add +37.6% | 163,789 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -61.9% | 147,379 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -5.6% | 147,246 | $4.3M |
| Rhumbline Advisers | 0.00% | Add +0.5% | 125,344 | $3.6M |
| Susquehanna Fundamental Investments, LLC | 0.08% | New | 119,642 | $3.5M |
| California State Teachers Retirement System | 0.00% | Add +5.2% | 102,368 | $3.0M |
| Tiller Private Wealth, Inc. | 1.29% | No change | 101,127 | $2.9M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 98,825 | $2.9M |
| Wolverine Trading, LLC | 0.05% | Add +101.1% | 96,384 | $2.8M |
| HSBC Holdings PLC | 0.00% | Add +679.8% | 87,092 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -4.2% | 85,815 | $2.5M |
| Millennium Management | 0.00% | New | 84,409 | $2.4M |
| Bayesian Capital Management, LP | 0.27% | New | 82,461 | $2.4M |
| HUB Investment Partners, LLC | 0.11% | Add +14.3% | 80,000 | $2.3M |
| Carnegie Investment Counsel | 0.07% | Reduce -21.1% | 80,000 | $2.3M |
| Tidal Investments LLC | 0.03% | Add +71.0% | 78,647 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +20.2% | 78,348 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -19.4% | 77,753 | $2.3M |
| Bank of Montreal | 0.00% | Add +241.1% | 78,846 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.6% | 72,391 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 69,982 | $2.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -25.9% | 68,376 | $2.0M |
| Shearwater Capital LLC | 1.43% | No change | 67,276 | $1.9M |
| Verition Fund Management LLC | 0.02% | Add +136.4% | 67,035 | $1.9M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -10.3% | 65,905 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Reduce -5.7% | 63,935 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +3.8% | 59,913 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -37.3% | 57,404 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.8% | 57,345 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +16.4% | 57,341 | $1.7M |
| Optiver Holding B.V. | 0.03% | Reduce -74.7% | 54,912 | $1.6M |
| Two Sigma Securities, LLC | 0.08% | New | 54,704 | $1.6M |
| Gratus Capital, LLC | 0.06% | New | 54,510 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.6% | 54,166 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.8% | 53,554 | $1.6M |
| Creative Planning | 0.00% | Add +23.3% | 52,861 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -94.3% | 53,391 | $1.5M |
| Trexquant Investment LP | 0.02% | New | 52,528 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +2.1% | 52,312 | $1.5M |
| Twinbeech Capital LP | 0.03% | New | 51,552 | $1.5M |
| Evergreen Capital Management LLC | 0.05% | New | 50,163 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.4% | 49,831 | $1.4M |
| LGT Group Foundation | 0.02% | New | 49,200 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.4% | 48,778 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +11.6% | 47,825 | $1.4M |
| Walleye Capital LLC | 0.02% | Reduce -69.2% | 47,765 | $1.4M |
| Group One Trading LLC | 0.04% | New | 45,967 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | New | 44,920 | $1.3M |
| Corebridge Financial, Inc. | 0.01% | — | 44,469 | $1.3M |
| Royce & Associates LP | 0.01% | No change | 44,000 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 43,022 | $1.2M |
| DGS Capital Management, LLC | 0.34% | Add +0.2% | 41,633 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Add +1.8% | 39,845 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -15.2% | 38,679 | $1.1M |
| Holocene Advisors, LP | 0.00% | New | 38,186 | $1.1M |
| Walleye Trading LLC | 0.02% | Reduce -68.4% | 38,160 | $1.1M |
| Algert Global LLC | 0.04% | New | 36,976 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Reduce -9.3% | 33,676 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | No change | 34,300 | $993K |
| Allworth Financial LP | 0.01% | Add +1.4% | 34,921 | $972K |
| New York State Common Retirement Fund | 0.00% | Add +0.2% | 33,296 | $964K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -18.1% | 33,154 | $960K |
| Fortem Financial Group, LLC | 0.41% | Reduce -10.6% | 33,001 | $956K |
| Stifel Financial Corp. | 0.00% | Add +4.4% | 32,815 | $950K |
| Cavalier Investments, LLC | 0.29% | Add +3.1% | 32,006 | $927K |
| LGT Fund Management Co Ltd. | 0.12% | New | 31,900 | $924K |
| Wedbush Securities Inc. | 0.03% | Reduce -8.2% | 31,292 | $906K |
| Corient Private Wealth LP | 0.00% | Add +30.3% | 30,338 | $879K |
| Arizona State Retirement System | 0.01% | Add +9.9% | 29,869 | $865K |
| Commerce Bank | 0.01% | No change | 29,642 | $858K |
| Pearl River Capital, LLC | 0.14% | Add +29.9% | 29,445 | $853K |
| GTS Securities LLC | 0.02% | Add +120.6% | 29,292 | $848K |
| Gsa Capital Partners LLP | 0.06% | Reduce -26.2% | 28,775 | $833K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -7.3% | 29,625 | $792K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 26,581 | $770K |
| Woodline Partners LP | 0.01% | Add +37.9% | 26,428 | $765K |
| Friedenthal Financial | 0.47% | New | 26,118 | $756K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.0% | 25,100 | $727K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 24,209 | $701K |
| Ieq Capital, LLC | 0.01% | No change | 24,081 | $697K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +27.9% | 23,934 | $693K |
| SpiderRock Advisors, LLC | 0.02% | Reduce -11.6% | 23,750 | $688K |
| Qsemble Capital Management, LP | 0.13% | New | 23,208 | $672K |
| Arkadios Wealth Advisors | 0.05% | Add +0.1% | 23,193 | $672K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.0% | 22,434 | $650K |
| Mariner, LLC | 0.00% | Add +57.7% | 22,428 | $649K |
| Nisa Investment Advisors, LLC | 0.00% | Add +10.8% | 22,335 | $647K |
| Caprock Group, LLC | 0.03% | Reduce -20.7% | 22,226 | $644K |
| Level Four Advisory Services, LLC | 0.03% | Add +43.3% | 21,486 | $622K |
| American Century Companies Inc. | 0.00% | Add +2.1% | 21,447 | $621K |
| Truist Financial Corp. | 0.00% | Add +5.1% | 21,211 | $614K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -7.9% | 21,144 | $612K |
| Focused Wealth Management, Inc | 0.09% | Add +84.4% | 20,750 | $601K |
| Evoke Wealth, LLC | 0.82% | New | 19,317 | $559K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -1.9% | 19,208 | $556K |
| Moors & Cabot, Inc. | 0.03% | Add +51.8% | 18,913 | $548K |
| Teza Capital Management LLC | 0.07% | Add +2.3% | 18,840 | $546K |
| Engineers Gate Manager LP | 0.01% | New | 18,760 | $543K |
| Parallax Volatility Advisers, L.P. | 0.02% | Add +135.2% | 18,569 | $538K |
| Benjamin Edwards Inc. | 0.10% | Reduce -19.1% | 18,004 | $521K |
| Aristides Capital LLC | 0.22% | No change | 17,900 | $518K |
| PFG Investments, LLC | 0.04% | Add +46.8% | 17,868 | $517K |
| Point72 Asset Management | 0.00% | New | 17,706 | $513K |
| NFSG Corp | 0.18% | Reduce -6.6% | 16,968 | $491K |
| Quantbot Technologies LP | 0.02% | New | 16,773 | $486K |
| Cerity Partners LLC | 0.00% | Add +93.5% | 16,622 | $481K |
| Aspect Partners, LLC | 0.28% | Add +1010.0% | 16,184 | $469K |
| Envestnet Asset Management Inc. | 0.00% | Add +36.0% | 16,044 | $465K |
| Cresset Asset Management, LLC | 0.00% | New | 15,955 | $462K |
| KG Capital Management | 0.16% | Reduce -37.2% | 15,948 | $462K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1685.1% | 15,887 | $460K |
| Mission Wealth Management, LP | 0.01% | Add +0.1% | 15,540 | $450K |
| Vident Advisory, LLC | 0.01% | New | 15,337 | $444K |
| Pictet Asset Management Holding SA | 0.00% | Add +17.5% | 14,625 | $424K |
| Probity Advisors, Inc. | 0.08% | Add +0.1% | 13,880 | $402K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.2% | 13,621 | $394K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -6.3% | 13,579 | $394K |
| Zuckerman Investment Group, LLC | 0.04% | No change | 13,300 | $385K |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 13,224 | $383K |
| Banque Cantonale Vaudoise | 0.02% | Add +7.7% | 13,119 | $380K |
| Forum Financial Management, LP | 0.01% | Add +4.4% | 12,893 | $373K |
| Brevan Howard Capital Management LP | 0.02% | New | 12,629 | $366K |
| Old Mission Capital LLC | 0.01% | New | 12,518 | $363K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -52.5% | 12,200 | $353K |
| Sigma Planning Corp | 0.01% | Reduce -12.4% | 12,176 | $353K |
| Tocqueville Asset Management L.P. | 0.01% | New | 12,100 | $350K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -22.1% | 11,723 | $349K |
| Versor Investments LP | 0.06% | New | 12,030 | $348K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.1% | 11,800 | $342K |
| ProShare Advisors LLC | 0.00% | Reduce -30.4% | 11,684 | $338K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.3% | 11,567 | $335K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -20.8% | 11,545 | $334K |
| IMC-Chicago, LLC | 0.01% | Reduce -81.9% | 11,200 | $324K |
| Principal Financial Group Inc. | 0.00% | Add +4.3% | 11,165 | $323K |
| PFG Advisors | 0.02% | Add +14.5% | 11,008 | $319K |
| SG Americas Securities, LLC | 0.00% | Reduce -50.1% | 10,913 | $316K |
| EP Wealth Advisors, LLC | 0.00% | Add +5.9% | 10,840 | $314K |
| Willner & Heller, LLC | 0.30% | New | 10,815 | $313K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 10,336 | $299K |
| Lesa Sroufe & Co | 0.29% | No change | 10,234 | $296K |
| Credit Agricole S A | 0.00% | No change | 10,200 | $295K |
| Sanctuary Advisors, LLC | 0.00% | — | 12,894 | $294K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -30.6% | 10,150 | $294K |
| Western Wealth Management, LLC | 0.02% | New | 9,972 | $289K |
| Brave Asset Management Inc. | 0.07% | No change | 9,961 | $288K |
| Independent Advisor Alliance | 0.01% | New | 9,626 | $279K |
| Sherbrooke Park Advisers LLC | 0.05% | New | 9,347 | $271K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -9.8% | 9,181 | $266K |
| Salem Investment Counselors Inc. | 0.01% | Add +6702.3% | 8,911 | $258K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -61.1% | 5,279 | $256K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -3.9% | 8,670 | $251K |
| AQR Capital Management | 0.00% | New | 8,603 | $249K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 8,427 | $244K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +12.1% | 8,412 | $244K |
| Hedges Asset Management LLC | 0.17% | No change | 8,400 | $243K |
| Cibc World Market Inc. | 0.00% | Reduce -15.2% | 8,371 | $242K |
| Allianz Asset Management GmbH | 0.00% | New | 8,354 | $242K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -11.5% | 8,080 | $234K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 8,071 | $234K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 8,052 | $233K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -0.7% | 8,016 | $232K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 8,000 | $232K |
| Magnetar Financial LLC | 0.01% | Reduce -44.4% | 7,959 | $230K |
| Gotham Asset Management | 0.00% | New | 7,837 | $227K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 7,712 | $223K |
| US Bancorp \de | 0.00% | Add +43.6% | 7,608 | $220K |
| Optimum Investment Advisors | 0.10% | Reduce -11.7% | 7,568 | $219K |
| Marex Group Ltd | 0.01% | Reduce -54.0% | 7,544 | $218K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 7,424 | $215K |
| Kaizen Financial Strategies | 0.13% | New | 7,990 | $212K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -53.3% | 7,225 | $209K |
| Amundi | 0.00% | Add +6.1% | 7,128 | $204K |
| Guggenheim Capital LLC | 0.00% | New | 7,007 | $203K |
| IHT Wealth Management, LLC | 0.01% | New | 6,932 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.2% | 6,580 | $191K |
| FMR LLC | 0.00% | Reduce -20.0% | 5,616 | $163K |
| Leonteq Securities AG | 0.02% | Reduce -75.9% | 4,510 | $131K |
| ORG Partners LLC | 0.02% | Add +3969.7% | 4,436 | $127K |
| National Bank of Canada | 0.00% | Reduce -25.7% | 4,335 | $124K |
| Cwm, LLC | 0.00% | Reduce -14.1% | 3,939 | $114K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.8% | 3,906 | $113K |
| Transcendent Capital Group LLC | 0.05% | No change | 3,075 | $89K |
| CoreCap Advisors, LLC | 0.01% | Reduce -26.0% | 2,985 | $86K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.6% | 2,907 | $84K |
| Amalgamated Bank | 0.00% | Add +4.4% | 2,900 | $84K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.5% | 2,843 | $82K |
| KBC Group NV | 0.00% | No change | 2,622 | $76K |
| NewEdge Advisors, LLC | 0.00% | Reduce -48.9% | 2,522 | $73K |
| Olistico Wealth, LLC | 0.05% | New | 2,500 | $72K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 2,471 | $72K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -68.7% | 2,361 | $68K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +1.6% | 2,274 | $66K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -11.0% | 2,219 | $64K |
| Spire Wealth Management | 0.00% | Reduce -31.0% | 2,069 | $60K |
| WealthCollab, LLC | 0.04% | No change | 2,000 | $58K |
| SWAN Capital LLC | 0.03% | New | 2,000 | $58K |
| Opal Wealth Advisors, LLC | 0.02% | New | 2,000 | $58K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -2.2% | 1,981 | $57K |
| Signaturefd, LLC | 0.00% | Add +1.0% | 1,943 | $56K |
| Huntington National Bank | 0.00% | Add +303.7% | 1,728 | $50K |
| Bogart Wealth, LLC | 0.00% | Reduce -7.1% | 1,700 | $49K |
| Jones Financial Companies LLLP | 0.00% | New | 1,575 | $46K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,500 | $43K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -31.8% | 1,487 | $43K |
| Lindbrook Capital, LLC | 0.00% | Add +59.2% | 1,431 | $41K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,429 | $41K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -36.4% | 1,370 | $41K |
| Strategic Financial Concepts, LLC | 0.02% | New | 17,311 | $39K |
| Comerica Bank | 0.00% | No change | 1,203 | $35K |
| Parallel Advisors, LLC | 0.00% | Add +4.6% | 1,185 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +311.8% | 1,050 | $30K |
| Tsfg, LLC | 0.01% | Reduce -13.0% | 1,000 | $29K |
| Orion Capital Management LLC | 0.02% | No change | 1,000 | $29K |
| Hobbs Group Advisors, LLC | 0.01% | — | 1,000 | $29K |
| Toth Financial Advisory Corp. | 0.00% | No change | 1,000 | $29K |
| Blue Trust, Inc. | 0.00% | Add +148.9% | 1,028 | $28K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -3.8% | 960 | $28K |
| Unique Wealth Strategies, LLC | 0.01% | New | 1,023 | $28K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +184.6% | 925 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -26.7% | 892 | $26K |
| Principal Securities, Inc. | 0.00% | Add +61.2% | 877 | $25K |
| Sandy Spring Bank | 0.00% | No change | 866 | $25K |
| Quadrant Capital Group LLC | 0.00% | Add +0.7% | 821 | $24K |
| Castleview Partners, LLC | 0.01% | No change | 775 | $22K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 668 | $19K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.6% | 636 | $18K |
| GAMMA Investing LLC | 0.00% | Add +768.1% | 625 | $18K |
| HM Payson & Co. | 0.00% | Reduce -46.6% | 561 | $16K |
| Quarry LP | 0.01% | Add +276.5% | 512 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | New | 461 | $13K |
| Covestor Ltd | 0.01% | Add +84.7% | 445 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 400 | $12K |
| Clearstead Advisors, LLC | 0.00% | No change | 400 | $12K |
| Versant Capital Management, Inc | 0.00% | Reduce -7.4% | 377 | $11K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -75.5% | 340 | $10K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -30.1% | 311 | $9K |
| Manchester Capital Management LLC | 0.00% | No change | 300 | $9K |
| St Germain D J Co. Inc. | 0.00% | Add +200.0% | 300 | $9K |
| Archer Investment Corp | 0.00% | No change | 296 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Add +8.9% | 281 | $8K |
| Ulland Investment Advisors, LLC | 0.01% | New | 260 | $8K |
| Global Retirement Partners, LLC | 0.00% | Reduce -27.7% | 261 | $8K |
| PFS Partners, LLC | 0.00% | No change | 250 | $7K |
| Hoey Investments, Inc. | 0.00% | New | 235 | $7K |
| Scarborough Advisors, LLC | 0.00% | New | 228 | $7K |
| Macroview Investment Management LLC | 0.01% | No change | 208 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | — | 202 | $6K |
| Tucker Asset Management LLC | 0.00% | Reduce -34.5% | 190 | $6K |
| Private Ocean, LLC | 0.00% | New | 165 | $5K |
| Mather Group, Llc. | 0.00% | New | 175 | $5K |
| Quent Capital, LLC | 0.00% | No change | 131 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 115 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +9.0% | 109 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -88.5% | 100 | $3K |
| Moser Wealth Advisors, LLC | 0.00% | No change | 100 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 100 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 100 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Add +46.9% | 94 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 77 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 75 | $2K |
| Painted Porch Advisors LLC | 0.00% | New | 70 | $2K |
| PayPay Securities Corp | 0.16% | Reduce -73.0% | 65 | $2K |
| Pacific Center for Financial Services | 0.00% | No change | 62 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 52 | $1K |
| IFS Advisors, LLC | 0.00% | No change | 50 | $1K |
| West Paces Advisors Inc. | 0.00% | No change | 50 | $1K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 50 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $1K |
| Adirondack Trust Co. | 0.00% | No change | 50 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 41 | $1K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 40 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 40 | $1K |
| Innealta Capital, LLC | 0.00% | New | 38 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 60 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 39 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 35 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 50 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +181.8% | 31 | $898 |
| Assetmark, Inc. | 0.00% | New | 29 | $840 |
| Kelly Financial Services LLC | 0.00% | No change | 22 | $630 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 20 | $580 |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $579 |
| AlphaQuest LLC | 0.00% | Reduce -5.3% | 18 | $521 |
| Fairscale Capital, LLC | 0.00% | — | 17 | $517 |
| WR Wealth Planners, LLC | 0.00% | New | 15 | $434 |
| Main Street Group, LTD | 0.00% | Reduce -65.8% | 14 | $401 |
| Albion Financial Group | 0.00% | No change | 10 | $290 |
| North Star Investment Management Corp. | 0.00% | No change | 5 | $145 |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 4 | $116 |
| Heritage Wealth Advisors | 0.00% | No change | 3 | $87 |
| Nvwm, LLC | 0.00% | No change | 3 | $87 |
| MCF Advisors LLC | 0.00% | No change | 1 | $29 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $29 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 1 | $29 |
| Naples Money Management LLC | 0.00% | New | 1 | $29 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $0 |
"% of holder's portfolio" is AI's weight in each manager's 13F, not the share of C3.AI Inc. Class A the manager owns.