C3.AI Inc. Class AAI

13F holders, Q4 2024 (December 31)
374holders +58
79new positions
38sold out
6famous investors
$34.42avg. 13F price*

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

0100200300400 Q1 2024: 307Q1 2024Q2 2024: 338Q2 2024Q3 2024: 316Q3 2024Q4 2024: 374Q4 2024Q1 2025: 342Q1 2025Q2 2025: 376Q2 2025Q3 2025: 329Q3 2025Q4 2025: 343Q4 2025Q1 2026: 319Q1 2026Q2 2026: 320Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions79$233.7M
Exits38$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.