C3.AI Inc. Class AAI
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 374 institutions reported holding C3.AI Inc. Class A (AI) in their 13F filings, up 58 from Q3 2024. 79 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($445.4M), BlackRock, Inc. ($343.8M) and Voya Investment Management LLC ($192.2M). 6 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- C3.AI Inc. Class A
- CUSIP
- 12468P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $233.7M |
| Exits | 38 | $28.2M |
All 13F filers, Q3 2024 → Q4 2024: 15,471,435 shares bought and 6,839,419 shares sold, net +8,632,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 374 holders
| Vanguard Group Inc. | 0.01% | Add +3.6% | 12,935,969 | $445.4M |
| BlackRock, Inc. | 0.01% | Add +20.2% | 9,984,692 | $343.8M |
| Voya Investment Management LLC | 0.23% | Reduce -12.0% | 5,583,774 | $192.2M |
| State Street Corp. | 0.00% | Add +26.3% | 2,678,258 | $92.2M |
| Geode Capital Management, LLC | 0.01% | Add +14.1% | 2,529,991 | $87.1M |
| Citadel Advisors | 0.08% | Reduce -5.4% | 2,504,661 | $86.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.15% | Reduce -6.4% | 2,065,380 | $71.1M |
| D. E. Shaw & Co. | 0.08% | New | 2,035,893 | $70.1M |
| UBS Group AG | 0.01% | Add +494.5% | 1,897,688 | $65.3M |
| Morgan Stanley | 0.00% | Add +13.5% | 1,619,596 | $55.8M |
| Squarepoint Ops LLC | 0.14% | Add +224.2% | 1,573,577 | $54.2M |
| Two Sigma Investments, LP | 0.10% | New | 1,228,751 | $42.3M |
| Man Group plc | 0.12% | New | 1,116,904 | $38.5M |
| Northern Trust Corp. | 0.01% | Add +28.7% | 1,055,075 | $36.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.5% | 933,139 | $32.1M |
| Two Sigma Advisers, LP | 0.07% | New | 892,400 | $30.7M |
| Susquehanna International Group, LLP | 0.04% | Add +7760.6% | 816,718 | $28.1M |
| Renaissance Technologies | 0.04% | Add +1242.5% | 718,231 | $24.7M |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 695,893 | $24.0M |
| Citigroup Inc. | 0.02% | Add +0.9% | 668,747 | $23.0M |
| Capital Fund Management S.A. | 0.20% | Reduce -11.9% | 599,793 | $20.7M |
| Marshall Wace, LLP | 0.02% | Reduce -58.8% | 554,665 | $19.1M |
| Barclays PLC | 0.01% | Reduce -4.3% | 531,267 | $18.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -55.1% | 453,801 | $15.6M |
| Engineers Gate Manager LP | 0.23% | Add +35.5% | 388,460 | $13.4M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -19.9% | 342,015 | $11.8M |
| Invesco Ltd. | 0.00% | Add +9.2% | 331,767 | $11.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.2% | 306,615 | $10.6M |
| Nuveen Asset Management, LLC | 0.00% | Add +24.1% | 280,688 | $9.7M |
| Norges Bank | 0.00% | Reduce -12.8% | 269,261 | $9.3M |
| EVR Research LP | 3.00% | Reduce -33.5% | 257,900 | $8.9M |
| Bank of America Corp. | 0.00% | Reduce -57.1% | 253,404 | $8.7M |
| First Trust Advisors LP | 0.01% | Reduce -34.6% | 240,293 | $8.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +36.5% | 232,109 | $8.0M |
| Dow Chemical Co. | 1.34% | Reduce -25.0% | 222,098 | $7.6M |
| Swiss National Bank | 0.01% | Add +2.6% | 218,700 | $7.5M |
| Millennium Management | 0.01% | Reduce -17.4% | 210,383 | $7.2M |
| BNP Paribas Financial Markets | 0.01% | New | 203,573 | $7.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +712.5% | 201,823 | $6.9M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -10.1% | 187,336 | $6.1M |
| Deutsche Bank AG | 0.00% | Add +42.2% | 167,531 | $5.8M |
| Wells Fargo & Company | 0.00% | Reduce -32.0% | 167,100 | $5.8M |
| Rhumbline Advisers | 0.01% | Add +39.4% | 166,378 | $5.7M |
| Twinbeech Capital LP | 0.09% | New | 159,978 | $5.5M |
| Sculptor Capital LP | 0.12% | No change | 145,100 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 137,991 | $4.8M |
| GF Fund Management Co. LTD. | 0.10% | — | 129,000 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +9.2% | 125,784 | $4.3M |
| Wellington Management Group LLP | 0.00% | New | 124,499 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Add +38.1% | 120,197 | $4.1M |
| Legal & General Group Plc | 0.00% | Add +10.7% | 119,144 | $4.1M |
| SBI Securities Co., Ltd. | 0.12% | — | 116,075 | $4.0M |
| Raymond James Financial Inc. | 0.00% | — | 114,500 | $3.9M |
| Jane Street Group, LLC | 0.01% | Reduce -92.5% | 107,058 | $3.7M |
| Neo Ivy Capital Management | 0.74% | New | 106,896 | $3.7M |
| Bank of Montreal | 0.00% | Add +31.3% | 105,611 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +2.4% | 103,932 | $3.6M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 91,763 | $3.2M |
| Simplex Trading, LLC | 0.09% | Reduce -58.6% | 89,911 | $3.1M |
| Brevan Howard Capital Management LP | 0.07% | Reduce -23.5% | 79,685 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +40.6% | 79,251 | $2.7M |
| Prudential Financial Inc. | 0.00% | New | 78,990 | $2.7M |
| Voloridge Investment Management, LLC | 0.01% | New | 77,091 | $2.7M |
| Optiver Holding B.V. | 0.08% | Add +31.1% | 70,409 | $2.4M |
| Walleye Capital LLC | 0.03% | Add +1442.7% | 69,791 | $2.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.1% | 69,632 | $2.4M |
| Shearwater Capital LLC | 1.57% | No change | 67,276 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Add +38.7% | 66,560 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.9% | 65,020 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -21.8% | 63,688 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Reduce -0.6% | 63,570 | $2.2M |
| Virtu Financial LLC | 0.11% | New | 61,806 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -6.5% | 60,903 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +13.7% | 60,725 | $2.1M |
| PDT Partners, LLC | 0.19% | Reduce -9.4% | 60,701 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +26.5% | 59,645 | $2.1M |
| Focus Partners Wealth | 0.01% | Add +14.4% | 57,551 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +70.8% | 55,339 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | Add +21.6% | 55,003 | $1.9M |
| Creative Planning | 0.00% | Reduce -3.6% | 54,510 | $1.9M |
| Hodges Capital Management Inc. | 0.11% | Reduce -33.1% | 53,995 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -6.2% | 53,470 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +31.5% | 52,736 | $1.8M |
| Janus Henderson Group PLC | 0.00% | No change | 52,182 | $1.8M |
| Intech Investment Management LLC | 0.02% | Add +42.0% | 50,372 | $1.7M |
| Evergreen Capital Management LLC | 0.06% | Add +0.1% | 50,200 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.6% | 49,891 | $1.7M |
| AQR Capital Management | 0.00% | Reduce -16.8% | 49,298 | $1.7M |
| Amundi | 0.00% | Add +604.3% | 49,571 | $1.7M |
| Liontrust Investment Partners LLP | 0.02% | New | 47,593 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +7.9% | 47,081 | $1.6M |
| Holocene Advisors, LP | 0.01% | Reduce -39.6% | 45,801 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -41.5% | 42,769 | $1.5M |
| Evoke Wealth, LLC | 0.04% | Add +0.0% | 40,669 | $1.4M |
| DGS Capital Management, LLC | 0.34% | Reduce -4.3% | 39,889 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 39,845 | $1.4M |
| Edgestream Partners, L.P. | 0.06% | New | 39,110 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +19.3% | 37,858 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -63.8% | 37,544 | $1.3M |
| Verition Fund Management LLC | 0.01% | New | 36,757 | $1.3M |
| Algert Global LLC | 0.03% | Reduce -50.1% | 36,413 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -27.8% | 34,752 | $1.2M |
| Walleye Trading LLC | 0.02% | Reduce -54.1% | 34,195 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.7% | 32,473 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +2.6% | 32,265 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +33.6% | 32,148 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +91.3% | 31,769 | $1.1M |
| Global Assets Advisory, LLC | 0.60% | Reduce -4.8% | 31,272 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +9.2% | 30,896 | $1.1M |
| Canada Pension Plan Investment Board | 0.00% | Add +191.3% | 30,300 | $1.0M |
| Commerce Bank | 0.01% | No change | 29,642 | $1.0M |
| IMC-Chicago, LLC | 0.03% | New | 28,827 | $993K |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.4% | 28,300 | $974K |
| Allworth Financial LP | 0.01% | Reduce -19.6% | 28,881 | $971K |
| XTX Topco Ltd | 0.08% | New | 28,097 | $967K |
| Benjamin Edwards Inc. | 0.01% | Add +64.1% | 27,035 | $931K |
| Bayesian Capital Management, LP | 0.11% | New | 27,000 | $930K |
| Handelsbanken Fonder AB | 0.00% | New | 26,800 | $923K |
| Meridian Wealth Management, LLC | 0.04% | New | 26,554 | $914K |
| Fortem Financial Group, LLC | 0.35% | Reduce -9.6% | 26,401 | $909K |
| Wedbush Securities Inc. | 0.03% | Reduce -21.6% | 26,193 | $902K |
| Level Four Advisory Services, LLC | 0.04% | Add +6.7% | 25,188 | $867K |
| Ieq Capital, LLC | 0.01% | Add +4.1% | 25,064 | $863K |
| HUB Investment Partners, LLC | 0.04% | Reduce -61.8% | 25,037 | $862K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.2% | 25,000 | $861K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.2% | 24,960 | $859K |
| Mariner, LLC | 0.00% | Add +5.6% | 23,717 | $817K |
| Cookson Peirce & Co. Inc. | 0.04% | New | 23,700 | $816K |
| Cresset Asset Management, LLC | 0.00% | Add +49.5% | 23,582 | $812K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 23,533 | $810K |
| Corient Private Wealth LP | 0.00% | Add +2.4% | 23,371 | $805K |
| PFG Investments, LLC | 0.05% | Add +4.6% | 23,290 | $802K |
| Cerity Partners LLC | 0.00% | Reduce -3.5% | 23,282 | $797K |
| KLP Kapitalforvaltning As | 0.00% | — | 22,900 | $788K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.7% | 22,519 | $775K |
| Wolverine Trading, LLC | 0.02% | Reduce -32.9% | 21,803 | $769K |
| Caprock Group, LLC | 0.02% | Reduce -0.3% | 22,102 | $761K |
| Friedenthal Financial | 0.44% | New | 21,999 | $757K |
| Entropy Technologies, LP | 0.08% | New | 21,649 | $745K |
| Truist Financial Corp. | 0.00% | Add +1.2% | 21,390 | $736K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,144 | $728K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +491.0% | 20,973 | $722K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +453.1% | 19,424 | $714K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -16.0% | 20,298 | $699K |
| Focused Wealth Management, Inc | 0.09% | Reduce -2.8% | 20,175 | $695K |
| Arkadios Wealth Advisors | 0.04% | Reduce -7.2% | 20,128 | $693K |
| Natixis | 0.00% | Add +12.1% | 19,290 | $664K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 18,376 | $633K |
| Bantamac Capital, LLC | 0.28% | New | 17,992 | $619K |
| Mercer Global Advisors Inc. | 0.00% | New | 17,060 | $587K |
| Allianz Asset Management GmbH | 0.00% | Reduce -0.5% | 16,849 | $586K |
| Western Wealth Management, LLC | 0.03% | Reduce -3.7% | 16,727 | $576K |
| Probity Advisors, Inc. | 0.11% | Add +10.0% | 16,706 | $575K |
| &partners | 0.01% | New | 15,435 | $568K |
| KG Capital Management | 0.18% | Reduce -23.3% | 16,458 | $567K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +44.0% | 16,180 | $557K |
| FMR LLC | 0.00% | Add +14.8% | 16,071 | $553K |
| Tocqueville Asset Management L.P. | 0.01% | Add +10.2% | 15,975 | $550K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.2% | 15,824 | $545K |
| HSBC Holdings PLC | 0.00% | Reduce -85.5% | 14,883 | $522K |
| Versor Investments LP | 0.09% | Add +16.4% | 14,900 | $513K |
| Twin Tree Management, LP | 0.01% | New | 14,771 | $509K |
| Private Advisor Group, LLC | 0.00% | Reduce -28.8% | 14,749 | $508K |
| PFG Advisors | 0.03% | Add +1.8% | 14,729 | $507K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -89.1% | 14,546 | $501K |
| Vident Advisory, LLC | 0.01% | Reduce -28.8% | 14,086 | $485K |
| TT International Asset Management LTD | 0.07% | New | 14,000 | $482K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.6% | 13,853 | $477K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.5% | 13,511 | $465K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -48.7% | 13,383 | $461K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 12,753 | $439K |
| Graham Capital Management, L.P. | 0.02% | Reduce -64.2% | 12,714 | $438K |
| Old Mission Capital LLC | 0.01% | New | 12,613 | $434K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -36.0% | 12,465 | $429K |
| Mission Wealth Management, LP | 0.01% | Reduce -20.3% | 12,383 | $426K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,800 | $406K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +35.1% | 11,574 | $398K |
| Forum Financial Management, LP | 0.01% | Reduce -21.0% | 11,441 | $394K |
| Bridgefront Capital, LLC | 0.13% | New | 11,371 | $392K |
| Jupiter Wealth Management LLC | 0.19% | New | 11,250 | $387K |
| NFSG Corp | 0.10% | Reduce -7.7% | 11,106 | $382K |
| Moors & Cabot, Inc. | 0.02% | Reduce -4.4% | 10,913 | $376K |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 10,717 | $369K |
| SG Americas Securities, LLC | 0.00% | Reduce -71.1% | 10,692 | $368K |
| Cibc World Markets Corp. | 0.00% | New | 10,353 | $356K |
| BIP Wealth, LLC | 0.02% | No change | 10,300 | $355K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -10.6% | 10,240 | $353K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.5% | 10,239 | $353K |
| AlphaCentric Advisors LLC | 0.34% | New | 10,000 | $344K |
| Total Wealth Planning & Management, Inc. | 0.33% | — | 9,847 | $339K |
| Kingsview Wealth Management, LLC | 0.01% | Add +10.3% | 9,663 | $333K |
| Gotham Asset Management | 0.00% | New | 9,554 | $329K |
| Principal Financial Group Inc. | 0.00% | New | 9,419 | $324K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -0.4% | 9,354 | $322K |
| Zuckerman Investment Group, LLC | 0.03% | Reduce -22.6% | 10,300 | $321K |
| Credit Agricole S A | 0.00% | Reduce -9.8% | 9,200 | $317K |
| McGuire Investment Group, LLC | 0.05% | New | 9,166 | $316K |
| Tidal Investments LLC | 0.00% | New | 9,026 | $311K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.8% | 8,825 | $304K |
| Nomura Holdings Inc. | 0.00% | New | 8,825 | $304K |
| Chesapeake Capital Corp. | 0.31% | New | 8,748 | $301K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -1.8% | 8,424 | $290K |
| STRS Ohio | 0.00% | New | 8,400 | $289K |
| Cibc World Market Inc. | 0.00% | No change | 8,371 | $288K |
| Gsa Capital Partners LLP | 0.02% | New | 8,190 | $282K |
| Xponance LLC | 0.00% | New | 7,927 | $273K |
| DMC Group, LLC | 0.22% | New | 7,818 | $269K |
| Independent Financial Group, LLC | 0.01% | New | 7,765 | $267K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,649 | $263K |
| Cornerstone Advisory, LLC | 0.03% | New | 8,121 | $256K |
| Spire Wealth Management | 0.01% | Add +253.2% | 7,276 | $251K |
| Marex Group Ltd | 0.00% | New | 7,251 | $250K |
| Quantitative Investment Management, LLC | 0.02% | New | 7,237 | $249K |
| HRT Financial LP | 0.00% | New | 7,214 | $248K |
| Kaizen Financial Strategies | 0.14% | New | 7,033 | $242K |
| SteelPeak Wealth, LLC | 0.01% | New | 6,743 | $232K |
| Mackenzie Financial Corp. | 0.00% | New | 6,642 | $229K |
| Sei Investments Co. | 0.00% | New | 6,615 | $228K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 6,586 | $227K |
| Aspect Partners, LLC | 0.13% | Reduce -70.1% | 6,563 | $226K |
| IHT Wealth Management, LLC | 0.01% | New | 6,501 | $224K |
| DAVENPORT & Co LLC | 0.00% | New | 6,056 | $209K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 6,036 | $208K |
| Prospera Financial Services Inc | 0.00% | New | 6,036 | $208K |
| Marathon Trading Investment Management LLC | 0.03% | New | 6,032 | $208K |
| US Bancorp \de | 0.00% | Reduce -7.1% | 6,013 | $207K |
| KBC Group NV | 0.00% | Add +35.8% | 4,878 | $168K |
| IFP Advisors, Inc | 0.01% | Add +115.4% | 4,860 | $167K |
| Jones Financial Companies LLLP | 0.00% | Add +70.3% | 4,616 | $159K |
| Transcendent Capital Group LLC | 0.08% | Add +46.3% | 4,500 | $155K |
| ORG Partners LLC | 0.02% | No change | 4,436 | $153K |
| Cwm, LLC | 0.00% | Reduce -6.0% | 3,809 | $131K |
| Amalgamated Bank | 0.00% | Add +30.1% | 3,773 | $130K |
| BNP Paribas | 0.00% | New | 3,000 | $106K |
| National Bank of Canada | 0.00% | Reduce -14.0% | 2,999 | $103K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.8% | 2,934 | $101K |
| Ameliora Wealth Management Ltd. | 0.04% | New | 2,830 | $97K |
| Lazard Asset Management LLC | 0.00% | New | 2,776 | $94K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.8% | 2,695 | $93K |
| Olistico Wealth, LLC | 0.05% | No change | 2,500 | $86K |
| IMG Wealth Management, Inc. | 0.07% | — | 2,261 | $78K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,274 | $76K |
| CIBC Private Wealth Group LLC | 0.00% | Add +35.7% | 2,128 | $71K |
| WealthCollab, LLC | 0.04% | No change | 2,000 | $69K |
| SWAN Capital LLC | 0.03% | Reduce -0.7% | 2,000 | $69K |
| Arcadia Investment Management Corp. | 0.01% | No change | 2,000 | $69K |
| Signaturefd, LLC | 0.00% | Add +5.3% | 1,983 | $68K |
| Optimum Investment Advisors | 0.03% | No change | 1,968 | $68K |
| Bogart Wealth, LLC | 0.00% | Add +11.8% | 1,900 | $65K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,840 | $63K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.9% | 1,832 | $63K |
| Comerica Bank | 0.00% | Reduce -11.7% | 1,662 | $57K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.9% | 1,642 | $57K |
| HM Payson & Co. | 0.00% | Add +152.9% | 1,477 | $51K |
| Murphy & Mullick Capital Management Corp | 0.05% | — | 1,459 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.8% | 1,381 | $48K |
| Blue Trust, Inc. | 0.00% | Add +242.6% | 1,367 | $47K |
| Geneos Wealth Management Inc. | 0.00% | Add +72.4% | 1,322 | $46K |
| Huntington National Bank | 0.00% | No change | 1,300 | $45K |
| Leonteq Securities AG | 0.00% | Reduce -78.1% | 1,283 | $44K |
| MAI Capital Management | 0.00% | New | 1,251 | $43K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.2% | 1,131 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +1004.0% | 1,115 | $38K |
| CoreCap Advisors, LLC | 0.00% | Reduce -46.5% | 1,097 | $38K |
| Raiffeisen Bank International AG | 0.00% | — | 1,032 | $36K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 1,029 | $36K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 1,034 | $36K |
| Orion Capital Management LLC | 0.02% | New | 1,000 | $34K |
| Toth Financial Advisory Corp. | 0.00% | No change | 1,000 | $34K |
| CENTRAL TRUST Co | 0.00% | New | 1,000 | $34K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -90.0% | 1,000 | $34K |
| Tsfg, LLC | 0.01% | No change | 1,000 | $34K |
| WealthTrak Capital Management LLC | 0.03% | — | 960 | $33K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 960 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Add +100.7% | 909 | $31K |
| Bayforest Capital Ltd | 0.04% | — | 897 | $31K |
| Principal Securities, Inc. | 0.00% | Reduce -3.7% | 841 | $29K |
| R Squared Ltd | 0.03% | — | 830 | $29K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +100.0% | 800 | $28K |
| Quadrant Capital Group LLC | 0.00% | No change | 741 | $26K |
| Castleview Partners, LLC | 0.01% | Reduce -6.7% | 700 | $24K |
| Sandy Spring Bank | 0.00% | Reduce -3.0% | 650 | $22K |
| Sound Income Strategies, LLC | 0.00% | New | 579 | $20K |
| Clearstead Advisors, LLC | 0.00% | Add +37.5% | 550 | $19K |
| VSM Wealth Advisory, LLC | 0.01% | — | 500 | $17K |
| Whittier Trust Co. | 0.00% | New | 500 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +165.9% | 444 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | Add +540.6% | 442 | $15K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 442 | $15K |
| Covestor Ltd | 0.01% | Add +0.2% | 446 | $15K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -95.9% | 365 | $13K |
| Versant Capital Management, Inc | 0.00% | Add +368.8% | 361 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -1.1% | 349 | $12K |
| AlphaQuest LLC | 0.00% | Reduce -79.7% | 334 | $12K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 330 | $11K |
| Manchester Capital Management LLC | 0.00% | No change | 300 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 300 | $10K |
| Tucker Asset Management LLC | 0.00% | Add +52.6% | 290 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -41.9% | 287 | $10K |
| Decker Retirement Planning Inc. | 0.01% | — | 270 | $9K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 260 | $9K |
| GAMMA Investing LLC | 0.00% | Add +32.8% | 243 | $8K |
| Graney & King, LLC | 0.01% | — | 200 | $7K |
| UMB Bank, n.a. | 0.00% | New | 200 | $7K |
| Kennebec Savings Bank | 0.01% | New | 219 | $7K |
| Capital A Wealth Management, LLC | 0.01% | — | 177 | $6K |
| Stonebridge Financial Group, LLC | 0.00% | — | 175 | $6K |
| Archer Investment Corp | 0.00% | Reduce -42.6% | 170 | $6K |
| Ameriflex Group, Inc. | 0.00% | — | 175 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 155 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 150 | $5K |
| Assetmark, Inc. | 0.00% | Add +372.4% | 137 | $5K |
| Quent Capital, LLC | 0.00% | No change | 131 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | Add +30.9% | 123 | $4K |
| Painted Porch Advisors LLC | 0.00% | Add +80.0% | 126 | $4K |
| WPG Advisers, LLC | 0.00% | — | 123 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +33.3% | 112 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 109 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 100 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 100 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 100 | $3K |
| Rothschild Investment LLC | 0.00% | Add +33.3% | 100 | $3K |
| Eastern Bank | 0.00% | No change | 100 | $3K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 96 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $3K |
| Atticus Wealth Management, LLC | 0.00% | New | 75 | $3K |
| Barrett & Company, Inc. | 0.00% | New | 75 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 75 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +250.0% | 70 | $2K |
| Nvwm, LLC | 0.00% | No change | 63 | $2K |
| Pacific Center for Financial Services | 0.00% | No change | 62 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 50 | $2K |
| Quarry LP | 0.00% | Add +123.1% | 58 | $2K |
| Lindbrook Capital, LLC | 0.00% | Add +58.8% | 54 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +0.0% | 50 | $2K |
| Parvin Asset Management, LLC | 0.00% | — | 50 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 50 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $2K |
| IFS Advisors, LLC | 0.00% | No change | 50 | $2K |
| Adirondack Trust Co. | 0.00% | No change | 50 | $2K |
| Avior Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 41 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 40 | $1K |
| Fifth Third Bancorp | 0.00% | Reduce -40.9% | 39 | $1K |
| Sierra Ocean, LLC | 0.00% | — | 33 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 31 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 39 | $1K |
| PayPay Securities Corp | 0.04% | Add +80.0% | 27 | $930 |
| JNBA Financial Advisors | 0.00% | New | 20 | $689 |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -98.7% | 18 | $620 |
| Fairscale Capital, LLC | 0.00% | No change | 17 | $585 |
| WR Wealth Planners, LLC | 0.00% | No change | 15 | $516 |
| Larson Financial Group LLC | 0.00% | Reduce -90.7% | 15 | $516 |
| Golden State Wealth Management, LLC | 0.00% | — | 14 | $482 |
| GeoWealth Management, LLC | 0.00% | New | 13 | $448 |
| Albion Financial Group | 0.00% | No change | 10 | $345 |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -96.2% | 10 | $344 |
| Capital & Planning, LLC | 0.00% | — | 5 | $172 |
| North Star Investment Management Corp. | 0.00% | No change | 5 | $172 |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 4 | $138 |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 4 | $138 |
| Wolff Wiese Magana LLC | 0.00% | New | 3 | $104 |
| Heritage Wealth Advisors | 0.00% | No change | 3 | $103 |
| SJS Investment Consulting Inc. | 0.00% | New | 2 | $69 |
| Legacy Investment Solutions, LLC | 0.00% | No change | 2 | $67 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 2 | $67 |
| MCF Advisors LLC | 0.00% | No change | 1 | $35 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $35 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $34 |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -82.9% | 7 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $0 |
| Hemington Wealth Management | 0.00% | New | 3 | $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.