C3.AI Inc. Class AAI
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 329 institutions reported holding C3.AI Inc. Class A (AI) in their 13F filings, down 47 from Q2 2025. 48 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($249.0M), BlackRock, Inc. ($178.2M) and Morgan Stanley ($82.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $42.4M |
| Exits | 92 | $66.8M |
All 13F filers, Q2 2025 → Q3 2025: 13,615,553 shares bought and 12,889,418 shares sold, net +726,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| Vanguard Group Inc. | 0.00% | Add +1.1% | 14,361,942 | $249.0M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 10,276,486 | $178.2M |
| Morgan Stanley | 0.01% | Add +157.9% | 4,732,697 | $82.1M |
| Susquehanna International Group, LLP | 0.08% | Add +120.1% | 3,303,820 | $57.3M |
| State Street Corp. | 0.00% | Add +2.0% | 2,882,303 | $50.0M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 2,847,127 | $49.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +65.3% | 2,534,174 | $43.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | Add +9.6% | 2,425,976 | $42.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +77.1% | 1,804,188 | $31.3M |
| Northern Trust Corp. | 0.00% | Add +0.5% | 1,086,400 | $18.8M |
| Citadel Advisors | 0.01% | Reduce -58.3% | 1,017,219 | $17.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.8% | 1,008,405 | $17.5M |
| Renaissance Technologies | 0.02% | Add +21.4% | 980,600 | $17.0M |
| UBS Group AG | 0.00% | Reduce -35.6% | 789,222 | $13.7M |
| Two Sigma Investments, LP | 0.02% | New | 771,560 | $13.4M |
| Jane Street Group, LLC | 0.01% | Reduce -29.0% | 679,437 | $11.8M |
| Bank of New York Mellon Corp | 0.00% | Add +14.0% | 613,205 | $10.6M |
| Bank of America Corp. | 0.00% | Add +358.9% | 606,947 | $10.5M |
| D. E. Shaw & Co. | 0.01% | Add +56.4% | 598,777 | $10.4M |
| Quantbot Technologies LP | 0.26% | Add +2831.4% | 554,472 | $9.6M |
| First Trust Advisors LP | 0.01% | Add +79.5% | 531,311 | $9.2M |
| Marshall Wace, LLP | 0.01% | Add +193.5% | 522,194 | $9.1M |
| Cerity Partners LLC | 0.01% | Add +1907.4% | 477,444 | $8.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -7.7% | 463,572 | $8.0M |
| Canada Pension Plan Investment Board | 0.00% | Add +4.4% | 387,500 | $6.7M |
| Old Mission Capital LLC | 0.24% | Add +503.4% | 384,061 | $6.7M |
| Philadelphia Trust Co. | 0.46% | New | 373,635 | $6.5M |
| Invesco Ltd. | 0.00% | Reduce -3.4% | 349,595 | $6.1M |
| Barclays PLC | 0.00% | Reduce -5.7% | 332,910 | $5.8M |
| Millennium Management | 0.00% | Reduce -49.3% | 285,625 | $5.0M |
| Edgestream Partners, L.P. | 0.14% | Add +234.0% | 281,319 | $4.9M |
| Nuveen, LLC | 0.00% | Reduce -0.5% | 274,697 | $4.8M |
| Aquatic Capital Management LLC | 0.08% | Reduce -10.8% | 262,217 | $4.5M |
| BNP Paribas Financial Markets | 0.00% | Add +10.2% | 253,034 | $4.4M |
| Swiss National Bank | 0.00% | Add +2.8% | 241,100 | $4.2M |
| Citigroup Inc. | 0.00% | Add +22.3% | 239,706 | $4.2M |
| LPL Financial LLC | 0.00% | Add +11.9% | 227,759 | $3.9M |
| Dow Chemical Co. | 1.47% | No change | 222,098 | $3.9M |
| Tiller Private Wealth, Inc. | 1.33% | No change | 215,686 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -40.7% | 212,673 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +5.0% | 211,890 | $3.7M |
| HRT Financial LP | 0.01% | Reduce -68.4% | 201,247 | $3.5M |
| Two Sigma Advisers, LP | 0.01% | New | 190,900 | $3.3M |
| Tidal Investments LLC | 0.01% | Add +64.9% | 188,991 | $3.3M |
| EVR Research LP | 1.92% | Add +45.0% | 185,400 | $3.2M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -0.1% | 183,956 | $3.2M |
| SG Americas Securities, LLC | 0.01% | Add +1149.9% | 178,846 | $3.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -6.8% | 177,513 | $3.1M |
| Rhumbline Advisers | 0.00% | Reduce -4.7% | 177,419 | $3.1M |
| Twinbeech Capital LP | 0.12% | New | 175,910 | $3.1M |
| Holocene Advisors, LP | 0.01% | Add +46.7% | 162,673 | $2.8M |
| Verition Fund Management LLC | 0.02% | Reduce -36.0% | 159,830 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 151,606 | $2.6M |
| Capital Fund Management S.A. | 0.03% | Reduce -51.6% | 148,704 | $2.6M |
| Jump Financial, LLC | 0.03% | New | 144,839 | $2.5M |
| Entropy Technologies, LP | 0.18% | Add +361.1% | 137,725 | $2.4M |
| Wellington Management Group LLP | 0.00% | Add +2.9% | 130,068 | $2.3M |
| Clare Market Investments LLC | 0.44% | New | 127,291 | $2.2M |
| Legal & General Group Plc | 0.00% | Reduce -4.6% | 127,267 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -6.3% | 116,695 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.3% | 116,155 | $2.0M |
| Neo Ivy Capital Management | 0.49% | New | 115,912 | $2.0M |
| SBI Securities Co., Ltd. | 0.05% | Reduce -2.8% | 115,499 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +34.1% | 108,015 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.5% | 107,134 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -42.9% | 98,172 | $1.7M |
| XTX Topco Ltd | 0.09% | New | 98,170 | $1.7M |
| National Bank of Canada | 0.00% | Reduce -92.3% | 96,834 | $1.7M |
| Walleye Trading LLC | 0.03% | Reduce -44.3% | 94,829 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +15.6% | 93,591 | $1.6M |
| Group One Trading LLC | 0.05% | Add +10.4% | 92,988 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +6.7% | 91,085 | $1.6M |
| Brevan Howard Capital Management LP | 0.02% | Add +263.8% | 88,923 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +136.5% | 87,267 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +8.5% | 77,338 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -14.6% | 75,567 | $1.3M |
| Creative Planning | 0.00% | Reduce -13.3% | 74,013 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | No change | 72,509 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +16.9% | 71,649 | $1.2M |
| Numerai GP LLC | 0.17% | New | 69,434 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +28.6% | 69,367 | $1.2M |
| Shearwater Capital LLC | 0.69% | No change | 67,276 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.4% | 63,246 | $1.1M |
| Atom Investors LP | 0.08% | Add +158.9% | 62,558 | $1.1M |
| PEAK6 LLC | 0.03% | Reduce -11.9% | 61,316 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 59,202 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Add +205.9% | 57,793 | $1.0M |
| Amundi | 0.00% | Reduce -0.4% | 49,806 | $979K |
| State of Wisconsin Investment Board | 0.00% | Reduce -18.1% | 53,915 | $935K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +42.2% | 52,312 | $907K |
| Janus Henderson Group PLC | 0.00% | No change | 52,182 | $905K |
| Evergreen Capital Management LLC | 0.02% | Reduce -0.3% | 49,848 | $864K |
| KG Capital Management | 0.23% | Reduce -37.3% | 49,239 | $854K |
| Raymond James Financial Inc. | 0.00% | Reduce -40.8% | 47,940 | $831K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +13.2% | 47,732 | $828K |
| Blackstone Inc. | 0.00% | New | 47,287 | $820K |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.1% | 45,451 | $788K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.5% | 43,977 | $763K |
| Ameriprise Financial Inc. | 0.00% | Add +11.8% | 42,887 | $744K |
| Simplex Trading, LLC | 0.02% | Reduce -80.1% | 40,180 | $696K |
| Axxcess Wealth Management, LLC | 0.01% | Add +48.1% | 40,000 | $694K |
| DGS Capital Management, LLC | 0.13% | No change | 39,889 | $692K |
| Evoke Wealth, LLC | 0.01% | Reduce -2.8% | 39,319 | $682K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +0.3% | 39,083 | $678K |
| New York State Common Retirement Fund | 0.00% | No change | 38,296 | $664K |
| Wedbush Securities Inc. | 0.02% | Add +12.5% | 36,952 | $641K |
| Arizona State Retirement System | 0.00% | Add +2.7% | 36,794 | $638K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -37.5% | 36,789 | $638K |
| HSBC Holdings PLC | 0.00% | Add +148.8% | 36,599 | $625K |
| Stifel Financial Corp. | 0.00% | Add +13.4% | 35,677 | $619K |
| Truist Financial Corp. | 0.00% | Add +33.0% | 35,620 | $618K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +25.8% | 34,612 | $600K |
| Royal Bank of Canada | 0.00% | Add +3.7% | 34,351 | $597K |
| Nomura Holdings Inc. | 0.00% | New | 32,943 | $571K |
| Focus Partners Wealth | 0.00% | Reduce -46.5% | 32,516 | $564K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -22.6% | 30,845 | $535K |
| Cookson Peirce & Co. Inc. | 0.02% | New | 30,000 | $520K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.0% | 29,502 | $512K |
| Global Assets Advisory, LLC | 0.15% | Reduce -0.9% | 29,456 | $511K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 28,333 | $491K |
| Commerce Bank | 0.00% | No change | 28,077 | $487K |
| American Century Companies Inc. | 0.00% | New | 26,610 | $461K |
| Handelsbanken Fonder AB | 0.00% | No change | 26,100 | $453K |
| Altshuler Shaham Ltd | 0.01% | New | 26,100 | $453K |
| AlphaQuest LLC | 0.03% | Add +83.3% | 26,099 | $453K |
| PFG Advisors | 0.02% | Add +20.8% | 25,918 | $449K |
| KLP Kapitalforvaltning As | 0.00% | No change | 25,900 | $449K |
| Optiver Holding B.V. | 0.01% | Add +1424.5% | 25,733 | $446K |
| Qsemble Capital Management, LP | 0.04% | New | 25,548 | $443K |
| Ieq Capital, LLC | 0.00% | Add +3.2% | 24,857 | $431K |
| CIBC Private Wealth Group LLC | 0.00% | Add +22.1% | 24,607 | $427K |
| Mariner, LLC | 0.00% | Reduce -32.1% | 24,397 | $423K |
| Bank of Montreal | 0.00% | Reduce -20.1% | 24,008 | $416K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -95.6% | 23,965 | $416K |
| Allworth Financial LP | 0.00% | Reduce -10.5% | 23,689 | $411K |
| Forum Financial Management, LP | 0.01% | Add +56.3% | 23,019 | $399K |
| Voya Investment Management LLC | 0.00% | Reduce -99.4% | 21,779 | $378K |
| Bayesian Capital Management, LP | 0.08% | Reduce -58.6% | 21,600 | $375K |
| ProShare Advisors LLC | 0.00% | Reduce -15.5% | 21,584 | $374K |
| Caprock Group, LLC | 0.01% | — | 22,007 | $372K |
| LM Advisors LLC | 0.05% | New | 21,450 | $372K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -54.8% | 21,270 | $369K |
| 180 Wealth Advisors, LLC | 0.04% | New | 21,274 | $369K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,144 | $367K |
| PFG Investments, LLC | 0.02% | Add +19.9% | 20,750 | $360K |
| Moors & Cabot, Inc. | 0.02% | Add +43.5% | 20,463 | $355K |
| ORG Partners LLC | 0.07% | Add +4.7% | 20,389 | $354K |
| Focused Wealth Management, Inc | 0.04% | Add +0.1% | 20,040 | $347K |
| Probity Advisors, Inc. | 0.06% | Add +2.5% | 19,619 | $340K |
| Pathstone Holdings, LLC | 0.00% | New | 19,219 | $333K |
| Boothbay Fund Management, LLC | 0.01% | Add +96.9% | 19,135 | $332K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -10.1% | 17,927 | $311K |
| &partners | 0.00% | Add +31.1% | 17,034 | $295K |
| Pictet Asset Management Holding SA | 0.00% | No change | 16,957 | $294K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -16.4% | 16,578 | $287K |
| HAP Trading, LLC | 0.08% | — | 16,334 | $283K |
| Teacher Retirement System of Texas | 0.00% | Reduce -12.8% | 16,199 | $281K |
| Squarepoint Ops LLC | 0.00% | New | 15,635 | $271K |
| Integrated Wealth Concepts LLC | 0.00% | Add +34.8% | 15,513 | $269K |
| IMC-Chicago, LLC | 0.00% | Reduce -67.0% | 15,481 | $268K |
| Prudential Financial Inc. | 0.00% | Add +0.9% | 15,425 | $267K |
| Zuckerman Investment Group, LLC | 0.02% | Reduce -24.6% | 15,300 | $265K |
| HUB Investment Partners, LLC | 0.01% | Reduce -40.1% | 15,000 | $260K |
| Private Advisor Group, LLC | 0.00% | Add +2.3% | 14,705 | $255K |
| Victory Capital Management Inc. | 0.00% | Add +1.5% | 14,421 | $250K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +3.8% | 14,226 | $246K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.9% | 13,886 | $241K |
| Fortem Financial Group, LLC | 0.07% | Add +25.3% | 13,874 | $241K |
| Mercer Global Advisors Inc. | 0.00% | New | 13,213 | $229K |
| CIBC Bancorp USA Inc. | 0.00% | — | 13,074 | $227K |
| Jones Financial Companies LLLP | 0.00% | Add +33.2% | 13,190 | $226K |
| OneAscent Financial Services LLC | 0.01% | New | 12,942 | $224K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -52.3% | 12,913 | $224K |
| WT Wealth Management | 0.06% | New | 12,799 | $222K |
| Leonteq Securities AG | 0.01% | Reduce -4.6% | 12,748 | $221K |
| Sei Investments Co. | 0.00% | No change | 12,733 | $221K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 12,560 | $218K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -31.8% | 11,325 | $217K |
| Cerro Pacific Wealth Advisors LLC | 0.06% | No change | 12,000 | $208K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -18.9% | 10,841 | $207K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 11,912 | $207K |
| BIP Wealth, LLC | 0.01% | Add +15.3% | 11,871 | $206K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,800 | $205K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 11,255 | $195K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -7.7% | 11,149 | $193K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 11,133 | $193K |
| Mayport, LLC | 0.04% | New | 10,990 | $191K |
| MML Investors Services, LLC | 0.00% | Add +17.0% | 10,702 | $186K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -61.4% | 10,604 | $184K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -2.9% | 10,541 | $183K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -17.1% | 10,247 | $178K |
| Tocqueville Asset Management L.P. | 0.00% | Reduce -18.7% | 10,225 | $177K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 10,000 | $173K |
| CoreCap Advisors, LLC | 0.00% | Add +20.8% | 6,905 | $120K |
| Advisory Services Network, LLC | 0.00% | Reduce -93.4% | 5,478 | $95K |
| FMR LLC | 0.00% | Reduce -48.0% | 5,403 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5,000 | $87K |
| NFSG Corp | 0.01% | Reduce -5.7% | 4,899 | $85K |
| Bokf, NA | 0.00% | Add +20.7% | 4,709 | $82K |
| Aspect Partners, LLC | 0.04% | Add +61.1% | 4,592 | $80K |
| Family Legacy Financial Solutions, LLC | 0.06% | No change | 4,200 | $73K |
| Aster Capital Management (DIFC) Ltd | 0.04% | Add +1550.4% | 4,159 | $72K |
| Penserra Capital Management LLC | 0.00% | New | 3,882 | $67K |
| Amalgamated Bank | 0.00% | No change | 3,876 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -35.5% | 3,688 | $64K |
| KBC Group NV | 0.00% | No change | 3,601 | $62K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.9% | 3,518 | $61K |
| US Bancorp \de | 0.00% | Reduce -36.6% | 3,494 | $61K |
| Geneos Wealth Management Inc. | 0.00% | Add +152.1% | 3,373 | $58K |
| IFP Advisors, Inc | 0.00% | Add +7.0% | 3,093 | $54K |
| NewEdge Advisors, LLC | 0.00% | Add +24.4% | 3,051 | $53K |
| Harbour Investments, Inc. | 0.00% | Add +33.7% | 2,842 | $49K |
| Bogart Wealth, LLC | 0.00% | No change | 2,700 | $47K |
| Walleye Capital LLC | 0.00% | Reduce -95.8% | 2,687 | $47K |
| Optimum Investment Advisors | 0.02% | No change | 2,668 | $46K |
| STRS Ohio | 0.00% | Reduce -19.4% | 2,500 | $43K |
| Blue Trust, Inc. | 0.00% | Add +1.6% | 2,366 | $41K |
| Clearstead Advisors, LLC | 0.00% | Add +58.0% | 2,350 | $41K |
| Cwm, LLC | 0.00% | Reduce -68.1% | 2,304 | $40K |
| Natixis | 0.00% | Reduce -27.0% | 2,297 | $40K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +92.0% | 2,139 | $37K |
| SWAN Capital LLC | 0.01% | No change | 2,100 | $36K |
| Financial Consulate, Inc. | 0.01% | New | 2,094 | $36K |
| WealthCollab, LLC | 0.02% | No change | 2,000 | $35K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,918 | $33K |
| Parallel Advisors, LLC | 0.00% | Add +76.4% | 1,849 | $32K |
| Signaturefd, LLC | 0.00% | Reduce -23.9% | 1,652 | $29K |
| Ameliora Wealth Management Ltd. | 0.01% | Reduce -7.9% | 1,630 | $28K |
| Larson Financial Group LLC | 0.00% | Add +683.6% | 1,481 | $26K |
| Murphy & Mullick Capital Management Corp | 0.02% | Add +7.0% | 1,385 | $24K |
| Global Retirement Partners, LLC | 0.00% | Add +124.2% | 1,352 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.9% | 1,289 | $22K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -93.0% | 1,291 | $22K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -90.7% | 1,253 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -35.5% | 1,204 | $21K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 1,113 | $19K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +52.9% | 1,078 | $19K |
| Tsfg, LLC | 0.00% | No change | 1,000 | $17K |
| Ancora Advisors LLC | 0.00% | Add +124.7% | 955 | $17K |
| HM Payson & Co. | 0.00% | Add +0.9% | 930 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -34.9% | 887 | $15K |
| Montag A & Associates Inc. | 0.00% | Add +3.6% | 869 | $15K |
| Atlantic Union Bankshares Corp | 0.00% | Add +30.8% | 850 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 800 | $14K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.8% | 721 | $13K |
| Quadrant Capital Group LLC | 0.00% | New | 668 | $12K |
| Spire Wealth Management | 0.00% | Reduce -79.2% | 658 | $11K |
| Colonial Trust Advisors | 0.00% | Add +140.0% | 600 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 569 | $10K |
| MAI Capital Management | 0.00% | Add +7.3% | 543 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 505 | $9K |
| Accredited Wealth Management, LLC | 0.01% | New | 35 | $9K |
| TCTC Holdings, LLC | 0.00% | No change | 500 | $9K |
| Ameriflex Group, Inc. | 0.00% | New | 490 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +279.5% | 463 | $8K |
| Covestor Ltd | 0.00% | Reduce -0.2% | 447 | $8K |
| GAMMA Investing LLC | 0.00% | Reduce -35.5% | 459 | $8K |
| Arax Advisory Partners | 0.00% | Add +1220.0% | 396 | $7K |
| Guerra Advisors Inc | 0.00% | New | 394 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 349 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -50.0% | 330 | $6K |
| CVA Family Office, LLC | 0.00% | Add +160.0% | 325 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -79.9% | 320 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Add +182.6% | 308 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 300 | $5K |
| Sterling Capital Management LLC | 0.00% | Add +1.4% | 297 | $5K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 260 | $5K |
| Kozak & Associates, Inc. | 0.00% | No change | 350 | $5K |
| Fortitude Family Office, LLC | 0.00% | Reduce -0.4% | 270 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -12.8% | 259 | $4K |
| Comerica Bank | 0.00% | Reduce -74.6% | 258 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -33.4% | 253 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 252 | $4K |
| Wealth Watch Advisors, INC | 0.00% | New | 233 | $4K |
| Scarborough Advisors, LLC | 0.00% | No change | 228 | $4K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 216 | $4K |
| Graney & King, LLC | 0.00% | No change | 200 | $3K |
| PayPay Securities Corp | 0.12% | Add +596.4% | 195 | $3K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 175 | $3K |
| Archer Investment Corp | 0.00% | No change | 170 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 169 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 160 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 156 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -25.0% | 150 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 148 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 138 | $2K |
| Quent Capital, LLC | 0.00% | New | 131 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -26.7% | 140 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | Add +10.3% | 107 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $2K |
| First Pacific Financial | 0.00% | No change | 100 | $2K |
| Eastern Bank | 0.00% | No change | 100 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +187.9% | 95 | $2K |
| Quarry LP | 0.00% | Reduce -40.4% | 81 | $1K |
| Barrett & Company, Inc. | 0.00% | No change | 75 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 72 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 62 | $1K |
| Proathlete Wealth Management LLC | 0.00% | New | 61 | $1K |
| Eukles Asset Management | 0.00% | No change | 55 | $954 |
| IFS Advisors, LLC | 0.00% | No change | 50 | $867 |
| Asset Dedication, LLC | 0.00% | No change | 50 | $867 |
| Principal Securities, Inc. | 0.00% | Reduce -83.8% | 50 | $867 |
| Silver Oak Securities, Incorporated | 0.00% | New | 45 | $780 |
| Bell Investment Advisors, Inc | 0.00% | No change | 41 | $711 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 40 | $694 |
| Fifth Third Bancorp | 0.00% | Reduce -35.0% | 39 | $676 |
| Golden State Wealth Management, LLC | 0.00% | Add +114.3% | 30 | $520 |
| Assetmark, Inc. | 0.00% | Reduce -56.5% | 20 | $347 |
| JNBA Financial Advisors | 0.00% | No change | 20 | $347 |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 25 | $346 |
| Fairscale Capital, LLC | 0.00% | No change | 17 | $295 |
| Hurley Capital, LLC | 0.00% | Reduce -97.0% | 10 | $173 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 10 | $173 |
| North Capital, Inc. | 0.00% | Add +25.0% | 5 | $87 |
| North Star Investment Management Corp. | 0.00% | No change | 5 | $87 |
| Oakworth Capital, Inc. | 0.00% | New | 5 | $87 |
| Strategic Advocates LLC | 0.00% | New | 5 | $87 |
| Heritage Wealth Advisors | 0.00% | No change | 3 | $52 |
| Sound Income Strategies, LLC | 0.00% | No change | 2 | $45 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 2 | $35 |
| MCF Advisors LLC | 0.00% | No change | 1 | $18 |
| Frazier Financial Advisors, LLC | 0.00% | New | 1 | $18 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $17 |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 1 | $13 |
| Avion Wealth | 0.00% | Reduce -45.8% | 26 | $0 |
| Hemington Wealth Management | 0.00% | No change | 3 | $0 |
| Coston, McIsaac & Partners | 0.00% | No change | 39 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 1 | $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.