C3.AI Inc. Class AAI
13F holders, Q1 2025 (March 31)342holders −32
52new positions
81sold out
7famous investors
$21.06avg. 13F price*
At the end of Q1 2025, 342 institutions reported holding C3.AI Inc. Class A (AI) in their 13F filings, down 32 from Q4 2024. 52 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($282.2M), BlackRock, Inc. ($224.5M) and Voya Investment Management LLC ($82.3M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- C3.AI Inc. Class A
- CUSIP
- 12468P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $37.2M |
| Exits | 81 | $217.1M |
All 13F filers, Q4 2024 → Q1 2025: 10,556,727 shares bought and 13,060,251 shares sold, net −2,503,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 342 holders
| Vanguard Group Inc. | 0.01% | Add +3.6% | 13,407,490 | $282.2M |
| BlackRock, Inc. | 0.00% | Add +6.8% | 10,665,776 | $224.5M |
| Voya Investment Management LLC | 0.11% | Reduce -29.9% | 3,911,703 | $82.3M |
| State Street Corp. | 0.00% | Add +1.2% | 2,709,638 | $57.0M |
| Geode Capital Management, LLC | 0.00% | Add +5.0% | 2,656,308 | $55.9M |
| Citadel Advisors | 0.06% | Add +6.0% | 2,654,748 | $55.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Add +4.5% | 2,157,303 | $45.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +342.7% | 2,009,133 | $42.3M |
| Renaissance Technologies | 0.05% | Add +105.8% | 1,478,436 | $31.1M |
| Morgan Stanley | 0.00% | Reduce -17.6% | 1,335,016 | $28.1M |
| BNP Paribas Financial Markets | 0.02% | Add +500.9% | 1,223,278 | $25.8M |
| Susquehanna International Group, LLP | 0.04% | Add +39.2% | 1,136,898 | $23.9M |
| D. E. Shaw & Co. | 0.03% | Reduce -44.8% | 1,123,493 | $23.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 1,039,947 | $21.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.5% | 928,592 | $19.5M |
| Bank of America Corp. | 0.00% | Add +229.2% | 834,262 | $17.6M |
| Bank of New York Mellon Corp | 0.00% | Add +3.4% | 719,259 | $15.1M |
| UBS Group AG | 0.00% | Reduce -63.8% | 687,998 | $14.5M |
| Vident Advisory, LLC | 0.17% | Add +3935.9% | 568,492 | $12.0M |
| First Trust Advisors LP | 0.01% | Add +81.3% | 435,552 | $9.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +40.5% | 430,843 | $9.1M |
| Wells Fargo & Company | 0.00% | Add +149.9% | 417,543 | $8.8M |
| Federated Hermes, Inc. | 0.02% | New | 389,855 | $8.2M |
| Engineers Gate Manager LP | 0.12% | Reduce -14.8% | 331,097 | $7.0M |
| Invesco Ltd. | 0.00% | Reduce -2.9% | 322,090 | $6.8M |
| Citigroup Inc. | 0.00% | Reduce -58.4% | 278,142 | $5.9M |
| Nuveen, LLC | 0.00% | — | 262,672 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.6% | 242,784 | $5.1M |
| Capital Fund Management S.A. | 0.06% | Reduce -63.0% | 222,241 | $4.7M |
| Dow Chemical Co. | 0.68% | No change | 222,098 | $4.7M |
| Barclays PLC | 0.00% | Reduce -58.8% | 218,890 | $4.6M |
| Swiss National Bank | 0.00% | No change | 218,700 | $4.6M |
| Millennium Management | 0.00% | Add +3.8% | 218,414 | $4.6M |
| HRT Financial LP | 0.03% | Add +2803.1% | 209,432 | $4.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +570.6% | 203,200 | $4.3M |
| Perigon Wealth Management, LLC | 0.10% | No change | 187,336 | $3.9M |
| AQR Capital Management | 0.00% | Add +267.9% | 181,354 | $3.8M |
| Deutsche Bank AG | 0.00% | Add +6.3% | 178,142 | $3.7M |
| LPL Financial LLC | 0.00% | Add +26.2% | 174,105 | $3.7M |
| Norges Bank | 0.00% | Reduce -36.3% | 171,658 | $3.6M |
| Rhumbline Advisers | 0.00% | Reduce -2.0% | 162,970 | $3.4M |
| Quantbot Technologies LP | 0.11% | New | 157,415 | $3.3M |
| Liontrust Investment Partners LLP | 0.05% | Add +203.2% | 144,288 | $3.0M |
| Tudor Investment Corporation | 0.03% | New | 142,682 | $3.0M |
| Qube Research & Technologies Ltd | 0.00% | New | 142,303 | $3.0M |
| Acadian Asset Management LLC | 0.01% | New | 141,985 | $3.0M |
| Walleye Trading LLC | 0.08% | Add +304.7% | 138,382 | $2.9M |
| EVR Research LP | 1.26% | Reduce -48.5% | 132,900 | $2.8M |
| Wellington Management Group LLP | 0.00% | Add +6.1% | 132,094 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 120,051 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 119,689 | $2.5M |
| Algert Global LLC | 0.06% | Add +228.3% | 119,553 | $2.5M |
| Legal & General Group Plc | 0.00% | Add +0.0% | 119,189 | $2.5M |
| SBI Securities Co., Ltd. | 0.08% | Add +2.7% | 119,171 | $2.5M |
| PEAK6 LLC | 0.09% | New | 110,926 | $2.3M |
| Simplex Trading, LLC | 0.08% | Add +19.6% | 107,543 | $2.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 102,032 | $2.1M |
| Aquatic Capital Management LLC | 0.05% | New | 101,230 | $2.1M |
| Walleye Capital LLC | 0.03% | Add +44.5% | 100,863 | $2.1M |
| Tidal Investments LLC | 0.02% | Add +1005.1% | 99,750 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +75.7% | 88,507 | $1.9M |
| Global Assets Advisory, LLC | 0.35% | Add +190.6% | 90,873 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.8% | 86,240 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.2% | 83,308 | $1.8M |
| McGuire Investment Group, LLC | 0.25% | Add +782.5% | 80,893 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -76.7% | 79,579 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +13.3% | 78,859 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Add +19.1% | 75,746 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +8232.9% | 75,746 | $1.6M |
| Creative Planning | 0.00% | Add +34.8% | 73,465 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -20.6% | 72,863 | $1.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +13.0% | 71,968 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +11669.0% | 52,019 | $1.5M |
| Semanteon Capital Management, LP | 0.78% | New | 67,919 | $1.4M |
| Shearwater Capital LLC | 0.99% | No change | 67,276 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.3% | 66,967 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +8.9% | 66,315 | $1.4M |
| State of Wisconsin Investment Board | 0.00% | Add +1.6% | 66,063 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.5% | 65,569 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.6% | 62,639 | $1.3M |
| Nomura Holdings Inc. | 0.01% | Add +605.5% | 62,264 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +128.8% | 60,769 | $1.3M |
| Holocene Advisors, LP | 0.00% | Add +31.3% | 60,119 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +2.5% | 59,004 | $1.2M |
| AXA S.A. | 0.00% | New | 58,162 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +8.6% | 58,083 | $1.2M |
| Sei Investments Co. | 0.00% | Add +770.6% | 57,589 | $1.2M |
| KG Capital Management | 0.39% | Add +249.6% | 57,534 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.7% | 56,831 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Add +0.2% | 55,092 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 55,080 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +16.4% | 54,825 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 52,182 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +108.9% | 52,357 | $1.1M |
| Verition Fund Management LLC | 0.01% | Add +40.6% | 51,699 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +33.3% | 50,462 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | Reduce -0.7% | 49,848 | $1.0M |
| Amundi | 0.00% | Add +0.9% | 49,998 | $1.0M |
| Trexquant Investment LP | 0.01% | New | 42,981 | $905K |
| Evoke Wealth, LLC | 0.02% | Add +0.4% | 40,848 | $860K |
| DGS Capital Management, LLC | 0.22% | No change | 39,889 | $840K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 39,845 | $839K |
| Mariner, LLC | 0.00% | Add +61.9% | 38,401 | $809K |
| Handelsbanken Fonder AB | 0.00% | Add +43.3% | 38,400 | $808K |
| IMC-Chicago, LLC | 0.03% | Add +32.6% | 38,240 | $805K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -27.8% | 38,095 | $802K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.0% | 35,460 | $773K |
| New York State Common Retirement Fund | 0.00% | Add +10.4% | 34,096 | $718K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -83.2% | 34,006 | $716K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.6% | 33,943 | $715K |
| Royal Bank of Canada | 0.00% | Reduce -21.5% | 33,570 | $706K |
| PDT Partners, LLC | 0.05% | Reduce -45.2% | 33,259 | $700K |
| Wolverine Trading, LLC | 0.02% | Add +45.5% | 31,731 | $692K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 32,415 | $682K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +63.8% | 31,817 | $670K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 31,751 | $668K |
| Level Four Advisory Services, LLC | 0.03% | Add +24.0% | 31,238 | $658K |
| Marshall Wace, LLP | 0.00% | Reduce -94.6% | 29,847 | $628K |
| Fortem Financial Group, LLC | 0.24% | Add +12.5% | 29,694 | $625K |
| Virtu Financial LLC | 0.03% | Reduce -52.7% | 29,247 | $616K |
| Scientech Research LLC | 0.16% | New | 28,809 | $606K |
| Allworth Financial LP | 0.00% | Reduce -5.3% | 27,353 | $602K |
| Baird Financial Group, Inc. | 0.00% | Add +0.8% | 28,525 | $600K |
| Main Management ETF Advisors, LLC | 0.03% | New | 28,119 | $592K |
| Commerce Bank | 0.00% | Reduce -5.3% | 28,077 | $591K |
| Bank of Montreal | 0.00% | Reduce -73.7% | 27,787 | $585K |
| HSBC Holdings PLC | 0.00% | Add +82.8% | 27,201 | $576K |
| Cerity Partners LLC | 0.00% | Add +16.3% | 27,073 | $570K |
| Group One Trading LLC | 0.02% | New | 26,179 | $551K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.5% | 26,060 | $549K |
| PFG Investments, LLC | 0.03% | Add +10.1% | 25,645 | $540K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +2.4% | 25,546 | $538K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.6% | 25,400 | $535K |
| Venture Visionary Partners LLC | 0.02% | New | 25,325 | $533K |
| Entropy Technologies, LP | 0.05% | Add +16.1% | 25,140 | $529K |
| HUB Investment Partners, LLC | 0.02% | No change | 25,037 | $527K |
| ProShare Advisors LLC | 0.00% | Reduce -21.4% | 24,955 | $525K |
| Cibc World Markets Corp. | 0.00% | Add +141.0% | 24,953 | $525K |
| Caprock Group, LLC | 0.02% | Add +11.7% | 24,689 | $520K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.8% | 24,654 | $519K |
| Allianz Asset Management GmbH | 0.00% | Add +38.6% | 23,350 | $515K |
| Truist Financial Corp. | 0.00% | Add +12.4% | 24,037 | $506K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.2% | 23,054 | $485K |
| KLP Kapitalforvaltning As | 0.00% | No change | 22,900 | $482K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.5% | 22,627 | $476K |
| Natixis | 0.00% | Add +14.3% | 22,042 | $469K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,144 | $445K |
| Western Wealth Management, LLC | 0.03% | Add +24.8% | 20,877 | $439K |
| FMR LLC | 0.00% | Add +28.8% | 20,706 | $436K |
| Zuckerman Investment Group, LLC | 0.05% | Add +97.1% | 20,300 | $427K |
| Focused Wealth Management, Inc | 0.06% | Reduce -0.8% | 20,010 | $421K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 19,610 | $413K |
| Graham Capital Management, L.P. | 0.02% | Add +53.8% | 19,558 | $412K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -42.2% | 18,766 | $395K |
| Banque Cantonale Vaudoise | 0.02% | — | 18,546 | $390K |
| Fox Run Management, L.L.C. | 0.06% | New | 18,266 | $384K |
| Maytree Asset Management Ltd | 0.69% | New | 18,200 | $383K |
| Arkadios Wealth Advisors | 0.01% | Reduce -10.4% | 18,033 | $380K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.1% | 17,812 | $375K |
| Probity Advisors, Inc. | 0.07% | Add +4.4% | 17,444 | $367K |
| Vontobel Holding Ltd. | 0.00% | New | 17,350 | $365K |
| Counterpoint Mutual Funds LLC | 0.05% | New | 17,251 | $363K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.2% | 16,957 | $357K |
| PFG Advisors | 0.02% | Add +14.9% | 16,929 | $356K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.2% | 16,678 | $351K |
| Cerro Pacific Wealth Advisors LLC | 0.11% | New | 10,175 | $350K |
| Teacher Retirement System of Texas | 0.00% | New | 16,504 | $347K |
| Woodline Partners LP | 0.00% | New | 16,426 | $346K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.16% | New | 16,403 | $345K |
| Bank of Nova Scotia | 0.00% | New | 16,321 | $343K |
| Perbak Capital Partners LLP | 0.25% | New | 16,210 | $341K |
| Cwm, LLC | 0.00% | Add +312.9% | 15,727 | $331K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -15.3% | 15,556 | $329K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -5.6% | 15,075 | $317K |
| SG Americas Securities, LLC | 0.00% | Add +41.0% | 15,073 | $317K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 14,846 | $313K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 14,573 | $307K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +13.5% | 14,479 | $305K |
| Qsemble Capital Management, LP | 0.03% | New | 13,981 | $294K |
| Victory Capital Management Inc. | 0.00% | Add +0.8% | 13,970 | $294K |
| M Holdings Securities, Inc. | 0.05% | New | 13,886 | $292K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.5% | 13,711 | $289K |
| Moors & Cabot, Inc. | 0.01% | Add +24.3% | 13,563 | $286K |
| Salem Investment Counselors Inc. | 0.01% | No change | 13,383 | $282K |
| XTX Topco Ltd | 0.01% | Reduce -53.2% | 13,161 | $277K |
| Corient Private Wealth LP | 0.00% | Reduce -44.2% | 13,039 | $274K |
| Zweig-DiMenna Associates LLC | 0.04% | New | 13,000 | $274K |
| &partners | 0.00% | Reduce -23.7% | 11,779 | $258K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,800 | $248K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 11,574 | $244K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.5% | 11,455 | $241K |
| Forum Financial Management, LP | 0.00% | Reduce -2.4% | 11,165 | $235K |
| Captrust Financial Advisors | 0.00% | New | 11,132 | $234K |
| BIP Wealth, LLC | 0.01% | No change | 10,300 | $217K |
| Bridgewater Associates | 0.00% | New | 10,136 | $213K |
| MML Investors Services, LLC | 0.00% | Reduce -6.9% | 9,980 | $210K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -2.9% | 9,940 | $209K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.6% | 9,720 | $205K |
| JBR Co Financial Management Inc | 0.12% | New | 9,650 | $203K |
| AlphaQuest LLC | 0.02% | Add +2744.9% | 9,502 | $200K |
| NFSG Corp | 0.05% | Reduce -14.4% | 9,501 | $200K |
| Credit Agricole S A | 0.00% | No change | 9,200 | $194K |
| Bayforest Capital Ltd | 0.08% | Add +870.9% | 8,709 | $183K |
| STRS Ohio | 0.00% | No change | 8,400 | $177K |
| Aspect Partners, LLC | 0.09% | Add +14.3% | 7,504 | $158K |
| Jones Financial Companies LLLP | 0.00% | Add +55.4% | 7,173 | $156K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -64.9% | 7,365 | $155K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.4% | 6,546 | $138K |
| US Bancorp \de | 0.00% | Add +2.3% | 6,153 | $130K |
| Jupiter Wealth Management LLC | 0.07% | Reduce -55.6% | 5,000 | $116K |
| IFP Advisors, Inc | 0.00% | Add +4.3% | 5,068 | $107K |
| KBC Group NV | 0.00% | No change | 4,878 | $103K |
| Leonteq Securities AG | 0.01% | Add +253.1% | 4,530 | $95K |
| ORG Partners LLC | 0.02% | No change | 4,436 | $95K |
| Lazard Asset Management LLC | 0.00% | Add +59.8% | 4,436 | $93K |
| Amalgamated Bank | 0.00% | Add +2.7% | 3,876 | $82K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 3,467 | $73K |
| Spire Wealth Management | 0.00% | Reduce -56.3% | 3,178 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +15.3% | 3,108 | $65K |
| Ameliora Wealth Management Ltd. | 0.02% | No change | 2,830 | $60K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.6% | 2,827 | $60K |
| Optimum Investment Advisors | 0.03% | Add +35.6% | 2,668 | $56K |
| Olistico Wealth, LLC | 0.03% | No change | 2,500 | $53K |
| National Bank of Canada | 0.00% | Reduce -17.8% | 2,466 | $52K |
| NewEdge Advisors, LLC | 0.00% | Add +48.7% | 2,442 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -81.5% | 2,312 | $49K |
| IMG Wealth Management, Inc. | 0.04% | No change | 2,261 | $48K |
| Bogart Wealth, LLC | 0.00% | Add +15.8% | 2,200 | $46K |
| Signaturefd, LLC | 0.00% | Add +10.0% | 2,181 | $46K |
| WealthCollab, LLC | 0.03% | No change | 2,000 | $42K |
| SWAN Capital LLC | 0.02% | No change | 2,000 | $42K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.5% | 1,877 | $40K |
| Versant Capital Management, Inc | 0.01% | Add +417.4% | 1,868 | $39K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -1.2% | 1,818 | $38K |
| CX Institutional | 0.00% | New | 1,637 | $34K |
| Geneos Wealth Management Inc. | 0.00% | Add +21.5% | 1,606 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 960 | $33K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +6.8% | 1,559 | $33K |
| Blue Trust, Inc. | 0.00% | Add +10.8% | 1,515 | $32K |
| Garde Capital, Inc. | 0.00% | New | 1,393 | $29K |
| Principal Securities, Inc. | 0.00% | No change | 841 | $29K |
| Huntington National Bank | 0.00% | Add +5.7% | 1,374 | $29K |
| Clearstead Advisors, LLC | 0.00% | Add +145.4% | 1,350 | $28K |
| CoreCap Advisors, LLC | 0.00% | Add +23.0% | 1,349 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.9% | 1,231 | $26K |
| Parallel Advisors, LLC | 0.00% | Add +9.6% | 1,239 | $26K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 1,029 | $22K |
| Raiffeisen Bank International AG | 0.00% | No change | 1,032 | $22K |
| Comerica Bank | 0.00% | Reduce -38.4% | 1,024 | $22K |
| Toth Financial Advisory Corp. | 0.00% | No change | 1,000 | $21K |
| Tsfg, LLC | 0.00% | No change | 1,000 | $21K |
| WealthTrak Capital Management LLC | 0.02% | Add +2.1% | 980 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -47.0% | 1,128 | $21K |
| Montag A & Associates Inc. | 0.00% | New | 945 | $20K |
| HM Payson & Co. | 0.00% | Reduce -42.2% | 854 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 800 | $17K |
| Quadrant Capital Group LLC | 0.00% | Reduce -1.5% | 730 | $15K |
| Coldstream Capital Management Inc. | 0.00% | New | 711 | $15K |
| Sandy Spring Bank | 0.00% | No change | 650 | $14K |
| Sound Income Strategies, LLC | 0.00% | Add +5.5% | 611 | $13K |
| GAMMA Investing LLC | 0.00% | Add +135.0% | 571 | $12K |
| Private Wealth Asset Management, LLC | 0.00% | — | 569 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +82.2% | 523 | $11K |
| Creative Financial Designs Inc. | 0.00% | Add +621.4% | 505 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 500 | $11K |
| Whittier Trust Co. | 0.00% | No change | 500 | $11K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 442 | $9K |
| Covestor Ltd | 0.01% | Add +0.7% | 449 | $9K |
| Colonial Trust Advisors | 0.00% | New | 400 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1174.2% | 395 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 349 | $7K |
| Hurley Capital, LLC | 0.01% | New | 335 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -30.4% | 309 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -7.6% | 305 | $7K |
| Sunbelt Securities, Inc. | 0.00% | Add +182.6% | 308 | $6K |
| Manchester Capital Management LLC | 0.00% | No change | 300 | $6K |
| St Germain D J Co. Inc. | 0.00% | No change | 300 | $6K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 260 | $5K |
| SVB Wealth LLC | 0.00% | New | 237 | $5K |
| Kennebec Savings Bank | 0.00% | No change | 219 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 212 | $4K |
| Kiker Wealth Management, LLC | 0.00% | New | 207 | $4K |
| Graney & King, LLC | 0.00% | No change | 200 | $4K |
| Bessemer Group Inc. | 0.00% | Add +27.3% | 191 | $4K |
| Capital A Wealth Management, LLC | 0.00% | No change | 177 | $4K |
| Archer Investment Corp | 0.00% | No change | 170 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 155 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | New | 148 | $3K |
| Rothschild Investment LLC | 0.00% | Add +45.0% | 145 | $3K |
| Quent Capital, LLC | 0.00% | No change | 131 | $3K |
| Painted Porch Advisors LLC | 0.00% | No change | 126 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 123 | $3K |
| Sterling Capital Management LLC | 0.00% | Add +4.5% | 117 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 96 | $2K |
| Vision Financial Markets LLC | 0.00% | New | 100 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 100 | $2K |
| Compass Wealth Management LLC | 0.00% | New | 100 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 100 | $2K |
| CVA Family Office, LLC | 0.00% | Reduce -16.7% | 100 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 100 | $2K |
| Eastern Bank | 0.00% | No change | 100 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 100 | $2K |
| MAI Capital Management | 0.00% | Reduce -92.6% | 93 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 85 | $2K |
| Fifth Third Bancorp | 0.00% | Add +105.1% | 80 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 75 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 75 | $2K |
| Atticus Wealth Management, LLC | 0.00% | No change | 75 | $2K |
| Nvwm, LLC | 0.00% | No change | 63 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 62 | $1K |
| West Paces Advisors Inc. | 0.00% | No change | 50 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 50 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $1K |
| IFS Advisors, LLC | 0.00% | No change | 50 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 50 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 45 | $948 |
| Bell Investment Advisors, Inc | 0.00% | No change | 41 | $864 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 40 | $842 |
| Arax Advisory Partners | 0.00% | New | 30 | $632 |
| PayPay Securities Corp | 0.03% | Add +7.4% | 29 | $611 |
| True Wealth Design, LLC | 0.00% | New | 27 | $569 |
| Decker Retirement Planning Inc. | 0.00% | Reduce -92.6% | 20 | $421 |
| JNBA Financial Advisors | 0.00% | No change | 20 | $421 |
| Lindbrook Capital, LLC | 0.00% | Reduce -64.8% | 19 | $400 |
| Fairscale Capital, LLC | 0.00% | No change | 17 | $358 |
| Larson Financial Group LLC | 0.00% | No change | 15 | $316 |
| Assetmark, Inc. | 0.00% | Reduce -89.8% | 14 | $295 |
| Golden State Wealth Management, LLC | 0.00% | No change | 14 | $295 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 10 | $211 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 10 | $210 |
| Wolff Wiese Magana LLC | 0.00% | Add +200.0% | 9 | $190 |
| SouthState Bank Corp | 0.00% | New | 8 | $163 |
| North Star Investment Management Corp. | 0.00% | No change | 5 | $105 |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 4 | $85 |
| North Capital, Inc. | 0.00% | — | 4 | $84 |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 4 | $84 |
| Heritage Wealth Advisors | 0.00% | No change | 3 | $63 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 2 | $43 |
| MCF Advisors LLC | 0.00% | No change | 1 | $22 |
| Capital Advisors, Ltd. LLC | 0.00% | Add +38.5% | 18 | $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.