C3.AI Inc. Class AAI
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 343 institutions reported holding C3.AI Inc. Class A (AI) in their 13F filings, up 14 from Q3 2025. 60 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($195.1M), BlackRock, Inc. ($153.6M) and Morgan Stanley ($65.0M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $38.7M |
| Exits | 61 | $53.7M |
All 13F filers, Q3 2025 → Q4 2025: 15,606,383 shares bought and 6,958,988 shares sold, net +8,647,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 343 holders
| Vanguard Group Inc. | 0.00% | Add +0.8% | 14,469,953 | $195.1M |
| BlackRock, Inc. | 0.00% | Add +10.9% | 11,396,552 | $153.6M |
| Morgan Stanley | 0.00% | Add +1.9% | 4,824,499 | $65.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +31.4% | 3,329,650 | $44.9M |
| State Street Corp. | 0.00% | Add +3.3% | 2,976,389 | $40.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 2,868,578 | $38.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +5.4% | 2,556,916 | $34.5M |
| Bank of America Corp. | 0.00% | Add +248.6% | 2,115,881 | $28.5M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -13.0% | 1,569,202 | $21.2M |
| Susquehanna International Group, LLP | 0.02% | Reduce -61.5% | 1,273,280 | $17.2M |
| Two Sigma Investments, LP | 0.02% | Add +36.1% | 1,050,328 | $14.2M |
| Jane Street Group, LLC | 0.02% | Add +53.7% | 1,044,412 | $14.1M |
| Citadel Advisors | 0.01% | Add +1.2% | 1,029,780 | $13.9M |
| Millennium Management | 0.01% | Add +257.6% | 1,021,435 | $13.8M |
| Marshall Wace, LLP | 0.01% | Add +94.5% | 1,015,709 | $13.7M |
| Northern Trust Corp. | 0.00% | Reduce -6.6% | 1,014,793 | $13.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.8% | 900,042 | $12.1M |
| National Bank of Canada | 0.01% | Add +813.5% | 884,536 | $11.9M |
| BNP Paribas Financial Markets | 0.01% | Add +232.5% | 841,403 | $11.3M |
| First Trust Advisors LP | 0.01% | Add +36.8% | 726,631 | $9.8M |
| Bank of New York Mellon Corp | 0.00% | Add +11.7% | 685,063 | $9.2M |
| Voloridge Investment Management, LLC | 0.03% | New | 681,263 | $9.2M |
| Federated Hermes, Inc. | 0.02% | Add +93578.8% | 675,424 | $9.1M |
| Canada Pension Plan Investment Board | 0.01% | Add +73.0% | 670,300 | $9.0M |
| UBS Group AG | 0.00% | Reduce -16.7% | 657,516 | $8.9M |
| Capital Fund Management S.A. | 0.08% | Add +308.6% | 607,612 | $8.2M |
| EVR Research LP | 4.37% | Add +223.8% | 600,400 | $8.1M |
| Point72 Asset Management | 0.01% | New | 586,021 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Add +395.5% | 575,590 | $7.8M |
| Two Sigma Advisers, LP | 0.01% | Add +199.8% | 572,400 | $7.7M |
| Barclays PLC | 0.00% | Add +62.4% | 540,774 | $7.3M |
| Cerity Partners LLC | 0.01% | Reduce -0.1% | 476,729 | $6.4M |
| Invesco Ltd. | 0.00% | Add +29.5% | 452,653 | $6.1M |
| SG Americas Securities, LLC | 0.01% | Add +115.0% | 384,486 | $5.2M |
| Atom Investors LP | 0.40% | Add +498.4% | 374,371 | $5.0M |
| Norges Bank | 0.00% | — | 356,201 | $4.8M |
| Philadelphia Trust Co. | 0.32% | Reduce -6.9% | 347,840 | $4.7M |
| Nuveen, LLC | 0.00% | Add +23.4% | 339,113 | $4.6M |
| Optiver Holding B.V. | 0.08% | Add +1144.0% | 320,132 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -46.9% | 317,815 | $4.3M |
| Quantbot Technologies LP | 0.14% | Reduce -45.4% | 302,900 | $4.1M |
| Aquatic Capital Management LLC | 0.10% | Add +0.1% | 262,612 | $3.5M |
| Swiss National Bank | 0.00% | Add +4.4% | 251,700 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +18.7% | 251,475 | $3.4M |
| Balyasny Asset Management L.P. | 0.01% | Add +923.2% | 245,204 | $3.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | New | 237,162 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.7% | 235,319 | $3.2M |
| Squarepoint Ops LLC | 0.01% | Add +1405.0% | 235,301 | $3.2M |
| Deeter Investments LLP | 0.66% | — | 228,000 | $3.1M |
| Tidal Investments LLC | 0.01% | Add +18.5% | 223,900 | $3.0M |
| Dow Chemical Co. | 1.46% | No change | 222,098 | $3.0M |
| Tiller Private Wealth, Inc. | 1.07% | Add +3.0% | 222,090 | $3.0M |
| Parallax Volatility Advisers, L.P. | 0.10% | New | 204,200 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -19.7% | 192,494 | $2.6M |
| Edgestream Partners, L.P. | 0.07% | Reduce -32.6% | 189,516 | $2.6M |
| HRT Financial LP | 0.01% | Reduce -7.7% | 185,744 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -19.1% | 184,255 | $2.5M |
| Perigon Wealth Management, LLC | 0.04% | No change | 183,956 | $2.5M |
| VARCOV Co. | 0.95% | — | 178,692 | $2.4M |
| Neo Ivy Capital Management | 0.37% | Add +50.9% | 174,852 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -4.3% | 169,880 | $2.3M |
| Rhumbline Advisers | 0.00% | Reduce -7.3% | 164,432 | $2.2M |
| Walleye Trading LLC | 0.04% | Add +72.7% | 163,806 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 151,520 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +104.5% | 146,519 | $2.0M |
| Group One Trading LLC | 0.06% | Add +54.3% | 143,504 | $1.9M |
| Entropy Technologies, LP | 0.10% | Add +0.6% | 138,519 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +98.1% | 137,392 | $1.9M |
| Trexquant Investment LP | 0.02% | New | 132,632 | $1.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +171.9% | 129,797 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.9% | 125,230 | $1.7M |
| Legal & General Group Plc | 0.00% | Reduce -2.5% | 124,115 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +4.2% | 121,552 | $1.6M |
| PEAK6 LLC | 0.04% | Add +90.5% | 116,811 | $1.6M |
| Susquehanna Fundamental Investments, LLC | 0.05% | New | 114,290 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +200.2% | 109,875 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +913.9% | 108,509 | $1.5M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -6.8% | 107,647 | $1.5M |
| Gsa Capital Partners LLP | 0.12% | New | 106,610 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +15.6% | 105,253 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +4.8% | 102,915 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +5.0% | 98,232 | $1.3M |
| Creative Planning | 0.00% | Add +31.7% | 97,472 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -11.8% | 95,259 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 94,625 | $1.3M |
| Engineers Gate Manager LP | 0.01% | Add +7.4% | 93,691 | $1.3M |
| Dark Forest Capital Management LP | 0.05% | New | 88,987 | $1.2M |
| PDT Partners, LLC | 0.07% | New | 83,801 | $1.1M |
| Naviter Wealth, LLC | 0.13% | New | 74,599 | $1.0M |
| MetLife Investment Management, LLC | 0.00% | No change | 72,509 | $977K |
| Vontobel Holding Ltd. | 0.00% | Add +24.3% | 71,828 | $968K |
| Shearwater Capital LLC | 0.52% | No change | 67,276 | $907K |
| Themes Management Co LLC | 0.72% | — | 67,223 | $906K |
| Virtu Financial LLC | 0.03% | New | 64,586 | $871K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.8% | 62,125 | $837K |
| Intech Investment Management LLC | 0.01% | Reduce -23.8% | 57,617 | $777K |
| Walleye Capital LLC | 0.00% | Add +1881.0% | 53,229 | $718K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.9% | 52,662 | $710K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.1% | 52,282 | $705K |
| Janus Henderson Group PLC | 0.00% | No change | 52,182 | $703K |
| Altshuler Shaham Ltd | 0.01% | Add +94.9% | 50,880 | $686K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.7% | 50,771 | $684K |
| Laurion Capital Management LP | 0.05% | New | 50,522 | $681K |
| Evergreen Capital Management LLC | 0.02% | Add +0.6% | 50,146 | $676K |
| Voleon Capital Management LP | 0.01% | New | 49,059 | $661K |
| State of Wisconsin Investment Board | 0.00% | Reduce -13.5% | 46,619 | $628K |
| Amundi | 0.00% | Reduce -8.7% | 45,460 | $613K |
| Focus Partners Wealth | 0.00% | Add +12.4% | 36,559 | $609K |
| Axxcess Wealth Management, LLC | 0.01% | Add +12.5% | 45,000 | $607K |
| Numerai GP LLC | 0.07% | Reduce -36.6% | 44,019 | $593K |
| Raymond James Financial Inc. | 0.00% | Reduce -15.7% | 40,395 | $545K |
| DGS Capital Management, LLC | 0.09% | Add +0.1% | 39,922 | $538K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.5% | 39,371 | $531K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +0.5% | 39,286 | $530K |
| New York State Common Retirement Fund | 0.00% | No change | 38,296 | $516K |
| Truist Financial Corp. | 0.00% | Add +6.4% | 37,893 | $511K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 37,348 | $503K |
| Cane Capital Partners, LLC | 0.21% | — | 36,791 | $496K |
| KG Capital Management | 0.13% | Reduce -26.4% | 36,239 | $489K |
| Arizona State Retirement System | 0.00% | Reduce -4.0% | 35,307 | $476K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -40.9% | 34,990 | $472K |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 34,224 | $460K |
| Nomura Holdings Inc. | 0.00% | Add +1.2% | 33,341 | $449K |
| Stifel Financial Corp. | 0.00% | Reduce -8.6% | 32,625 | $440K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -6.1% | 32,500 | $438K |
| 180 Wealth Advisors, LLC | 0.05% | Add +52.4% | 32,412 | $437K |
| Handelsbanken Fonder AB | 0.00% | Add +21.1% | 31,600 | $426K |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.1% | 30,412 | $411K |
| Wedbush Securities Inc. | 0.01% | Reduce -21.4% | 29,041 | $391K |
| Commerce Bank | 0.00% | Add +1.8% | 28,577 | $385K |
| Global Assets Advisory, LLC | 0.11% | Reduce -3.2% | 28,514 | $384K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 28,150 | $379K |
| Defiance ETFs, LLC | 0.01% | — | 27,174 | $376K |
| KLP Kapitalforvaltning As | 0.00% | Add +5.4% | 27,300 | $368K |
| Penserra Capital Management LLC | 0.00% | Add +600.0% | 27,174 | $366K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -10.1% | 26,527 | $358K |
| Caprock Group, LLC | 0.01% | Add +17.9% | 25,958 | $350K |
| Compagnie Lombard Odier SCmA | 0.00% | Add +150.0% | 25,000 | $337K |
| Moors & Cabot, Inc. | 0.01% | Add +21.2% | 24,798 | $334K |
| Ieq Capital, LLC | 0.00% | Reduce -3.1% | 24,081 | $325K |
| Bank of Montreal | 0.00% | Reduce -3.2% | 23,249 | $313K |
| Bridgefront Capital, LLC | 0.08% | New | 23,139 | $312K |
| ProShare Advisors LLC | 0.00% | Add +6.5% | 22,984 | $310K |
| Credit Agricole S A | 0.00% | New | 22,420 | $302K |
| Allworth Financial LP | 0.00% | Reduce -7.5% | 21,921 | $295K |
| Voya Investment Management LLC | 0.00% | No change | 21,779 | $294K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 21,144 | $285K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.8% | 20,246 | $273K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -45.6% | 19,993 | $270K |
| Centiva Capital, LP | 0.02% | New | 19,847 | $268K |
| &partners | 0.00% | Add +15.8% | 19,723 | $267K |
| Marex Group Ltd | 0.00% | New | 19,633 | $265K |
| Kovack Advisors, Inc. | 0.01% | New | 19,485 | $263K |
| XTX Topco Ltd | 0.01% | Reduce -80.3% | 19,347 | $261K |
| Leonteq Securities AG | 0.01% | Add +49.4% | 19,048 | $257K |
| ORG Partners LLC | 0.05% | Reduce -7.6% | 18,838 | $254K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -79.4% | 18,336 | $247K |
| Marathon Trading Investment Management LLC | 0.03% | New | 17,332 | $234K |
| Franklin Resources Inc. | 0.00% | New | 17,111 | $231K |
| Pictet Asset Management Holding SA | 0.00% | No change | 16,957 | $229K |
| FMR LLC | 0.00% | Add +213.8% | 16,956 | $229K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -7.6% | 16,566 | $223K |
| Tudor Investment Corporation | 0.00% | New | 16,554 | $223K |
| Probity Advisors, Inc. | 0.04% | Reduce -17.1% | 16,270 | $219K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -3.0% | 16,078 | $217K |
| Buckland Partners Management Co LLC | 0.12% | — | 16,000 | $216K |
| Alpine Global Management, LLC | 0.05% | New | 15,291 | $206K |
| HUB Investment Partners, LLC | 0.01% | Add +1.9% | 15,285 | $206K |
| AlphaQuest LLC | 0.01% | Reduce -41.8% | 15,194 | $205K |
| Forum Financial Management, LP | 0.00% | Reduce -35.2% | 14,918 | $201K |
| Victory Capital Management Inc. | 0.00% | Add +2.7% | 14,816 | $200K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +1.2% | 14,401 | $194K |
| CMT Capital Markets Trading GmbH | 0.13% | New | 14,237 | $192K |
| PFG Investments, LLC | 0.01% | Reduce -32.3% | 14,055 | $189K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 13,896 | $187K |
| Scientech Research LLC | 0.11% | New | 13,423 | $181K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +20.7% | 12,798 | $173K |
| Sei Investments Co. | 0.00% | Add +0.0% | 12,737 | $172K |
| 3Chopt Investment Partners, LLC | 0.04% | New | 12,625 | $170K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +9.8% | 12,228 | $165K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -60.5% | 12,195 | $164K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 11,912 | $161K |
| Bayesian Capital Management, LP | 0.36% | Reduce -45.4% | 11,800 | $159K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,800 | $159K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -38.7% | 11,733 | $158K |
| Summit Financial, LLC | 0.00% | New | 10,972 | $148K |
| Mayport, LLC | 0.03% | Reduce -1.4% | 10,840 | $146K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -3.8% | 10,832 | $146K |
| Cerro Pacific Wealth Advisors LLC | 0.04% | Reduce -11.5% | 10,625 | $143K |
| Jones Financial Companies LLLP | 0.00% | Reduce -19.6% | 10,602 | $143K |
| Private Advisor Group, LLC | 0.00% | Reduce -28.1% | 10,565 | $142K |
| Rafferty Asset Management, LLC | 0.00% | New | 10,419 | $140K |
| Total Wealth Planning & Management, Inc. | 0.11% | — | 10,402 | $140K |
| BIP Wealth, LLC | 0.00% | Reduce -13.1% | 10,312 | $139K |
| SeaCrest Wealth Management, LLC | 0.01% | Reduce -6.7% | 10,116 | $138K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 10,247 | $138K |
| Abel Hall, LLC | 0.03% | New | 10,061 | $136K |
| Equitable Holdings, Inc. | 0.00% | New | 10,059 | $136K |
| Focused Wealth Management, Inc | 0.01% | Reduce -49.9% | 10,040 | $135K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.3% | 10,034 | $135K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 5,244 | $71K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 5,002 | $67K |
| CoreCap Advisors, LLC | 0.00% | Reduce -31.4% | 4,735 | $64K |
| Aspect Partners, LLC | 0.03% | No change | 4,592 | $62K |
| Bayforest Capital Ltd | 0.05% | New | 4,584 | $62K |
| NFSG Corp | 0.01% | Reduce -7.1% | 4,550 | $61K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +109.3% | 4,476 | $60K |
| Geneos Wealth Management Inc. | 0.00% | Add +29.6% | 4,373 | $59K |
| US Bancorp \de | 0.00% | Add +20.4% | 4,205 | $57K |
| Amalgamated Bank | 0.00% | Add +2.0% | 3,955 | $53K |
| KBC Group NV | 0.00% | No change | 3,601 | $49K |
| Harbour Investments, Inc. | 0.00% | Add +17.2% | 3,331 | $45K |
| Cwm, LLC | 0.00% | Add +32.3% | 3,049 | $41K |
| Summit Securities Group LLC | 0.01% | New | 3,000 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -22.4% | 2,861 | $39K |
| Bogart Wealth, LLC | 0.00% | No change | 2,700 | $36K |
| Olistico Wealth, LLC | 0.02% | New | 2,500 | $34K |
| Comerica Bank | 0.00% | Add +839.1% | 2,423 | $33K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.8% | 2,418 | $33K |
| Natixis | 0.00% | Reduce -6.1% | 2,156 | $29K |
| Clearstead Advisors, LLC | 0.00% | Reduce -8.3% | 2,155 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Add +66.1% | 2,141 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -39.8% | 2,119 | $29K |
| SWAN Capital LLC | 0.01% | No change | 2,100 | $28K |
| Financial Consulate, Inc. | 0.00% | No change | 2,094 | $28K |
| Parallel Advisors, LLC | 0.00% | Add +10.7% | 2,046 | $28K |
| WealthCollab, LLC | 0.01% | No change | 2,000 | $27K |
| Signaturefd, LLC | 0.00% | Add +12.9% | 1,865 | $25K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 1,630 | $22K |
| Blue Trust, Inc. | 0.00% | Reduce -32.3% | 1,602 | $22K |
| LM Advisors LLC | 0.08% | Reduce -98.7% | 289 | $21K |
| McGuire Capital Advisors Inc. | 0.01% | — | 1,590 | $21K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +43.0% | 1,592 | $21K |
| MAI Capital Management | 0.00% | Add +168.0% | 1,455 | $20K |
| Global Retirement Partners, LLC | 0.00% | Add +3.0% | 1,392 | $19K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 1,350 | $18K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1,111 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -95.8% | 1,042 | $14K |
| United Community Bank | 0.01% | New | 1,000 | $13K |
| Tsfg, LLC | 0.00% | No change | 1,000 | $13K |
| GAMMA Investing LLC | 0.00% | Add +109.2% | 960 | $13K |
| Ancora Advisors LLC | 0.00% | No change | 955 | $13K |
| HM Payson & Co. | 0.00% | Add +1.2% | 941 | $13K |
| Murphy & Mullick Capital Management Corp | 0.01% | Reduce -39.7% | 835 | $11K |
| Sterling Capital Management LLC | 0.00% | Add +174.4% | 815 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 800 | $11K |
| DV Trading LLC | 0.00% | — | 800 | $11K |
| Robertson Stephens Wealth Management, LLC | 0.00% | New | 800 | $11K |
| Los Angeles Capital Management LLC | 0.00% | New | 589 | $10K |
| Quadrant Capital Group LLC | 0.00% | Add +10.2% | 736 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +115.0% | 688 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -79.0% | 650 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 569 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +13.8% | 527 | $7K |
| Advocate Investing Services LLC | 0.01% | — | 515 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 505 | $7K |
| TCTC Holdings, LLC | 0.00% | No change | 500 | $7K |
| 2UniFi Bank | 0.00% | New | 489 | $7K |
| Covestor Ltd | 0.00% | No change | 447 | $6K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 435 | $6K |
| Align Financial, LLC | 0.00% | — | 5,405 | $5K |
| UMB Bank, n.a. | 0.00% | New | 400 | $5K |
| Torren Management, LLC | 0.00% | — | 378 | $5K |
| Kozak & Associates, Inc. | 0.00% | No change | 350 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +34.1% | 338 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 330 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | Add +100.0% | 320 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -22.0% | 309 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 308 | $4K |
| CVA Family Office, LLC | 0.00% | Reduce -7.7% | 300 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 300 | $4K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 260 | $4K |
| DV Equities, LLC | 0.00% | — | 290 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -67.8% | 286 | $4K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 259 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -79.2% | 250 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -84.1% | 235 | $3K |
| Rothschild Investment LLC | 0.00% | Add +40.0% | 210 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 205 | $3K |
| Ameriflex Group, Inc. | 0.00% | Reduce -59.2% | 200 | $3K |
| Strive Financial Group ,LLC | 0.00% | — | 200 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 183 | $2K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 175 | $2K |
| Archer Investment Corp | 0.00% | No change | 170 | $2K |
| Scarborough Advisors, LLC | 0.00% | Reduce -30.7% | 158 | $2K |
| Truvestments Capital LLC | 0.00% | Reduce -0.6% | 155 | $2K |
| Triumph Capital Management | 0.00% | New | 150 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -11.8% | 149 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 148 | $2K |
| SageView Advisory Group, LLC | 0.00% | New | 140 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 128 | $2K |
| Root Financial Partners, LLC | 0.00% | Reduce -13.0% | 120 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | Add +9.3% | 117 | $2K |
| Westfuller Advisors, LLC | 0.00% | New | 113 | $2K |
| Lodestone Wealth Management LLC | 0.00% | New | 100 | $1K |
| Laurel Wealth Advisors LLC | 0.00% | New | 100 | $1K |
| Eastern Bank | 0.00% | No change | 100 | $1K |
| Quarry LP | 0.00% | Add +17.3% | 95 | $1K |
| PayPay Securities Corp | 0.03% | Reduce -55.9% | 86 | $1K |
| Pacific Center for Financial Services | 0.00% | No change | 62 | $1K |
| Barrett & Company, Inc. | 0.00% | No change | 75 | $1K |
| Proathlete Wealth Management LLC | 0.00% | No change | 61 | $822 |
| Tucker Asset Management LLC | 0.00% | New | 60 | $809 |
| Eukles Asset Management | 0.00% | No change | 55 | $741 |
| IFS Advisors, LLC | 0.00% | No change | 50 | $674 |
| Parkside Financial Bank & Trust | 0.00% | New | 43 | $580 |
| Bell Investment Advisors, Inc | 0.00% | No change | 41 | $553 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 40 | $539 |
| SHP Wealth Management | 0.00% | — | 40 | $539 |
| Fifth Third Bancorp | 0.00% | No change | 39 | $526 |
| Fortitude Family Office, LLC | 0.00% | Reduce -87.0% | 35 | $472 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.9% | 33 | $445 |
| Montag A & Associates Inc. | 0.00% | Reduce -96.5% | 30 | $405 |
| Vision Retirement, LLC | 0.00% | — | 30 | $404 |
| YANKCOM Partnership | 0.00% | New | 28 | $377 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 26 | $351 |
| JNBA Financial Advisors | 0.00% | No change | 20 | $270 |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 25 | $257 |
| Fairscale Capital, LLC | 0.00% | No change | 17 | $229 |
| Golden State Wealth Management, LLC | 0.00% | Reduce -53.3% | 14 | $189 |
| Hurley Capital, LLC | 0.00% | No change | 10 | $135 |
| Caitlin John, LLC | 0.00% | New | 10 | $135 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 10 | $135 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 10 | $135 |
| Networth Advisors, LLC | 0.00% | — | 7 | $94 |
| JFS Wealth Advisors, LLC | 0.00% | New | 6 | $81 |
| Strategic Advocates LLC | 0.00% | No change | 5 | $69 |
| North Star Investment Management Corp. | 0.00% | No change | 5 | $67 |
| Oakworth Capital, Inc. | 0.00% | No change | 5 | $67 |
| Essential Partners LLC | 0.00% | New | 5 | $67 |
| Heritage Wealth Advisors | 0.00% | No change | 3 | $40 |
| Elevated Capital Advisors, LLC | 0.00% | New | 3 | $40 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $38 |
| Sound Income Strategies, LLC | 0.00% | No change | 2 | $31 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 2 | $27 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 2 | $27 |
| MCF Advisors LLC | 0.00% | No change | 1 | $14 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $14 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $14 |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 1 | $10 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 9 | $0 |
| Avion Wealth | 0.00% | Add +176.9% | 72 | $0 |
| Coston, McIsaac & Partners | 0.00% | No change | 39 | $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.