C3.AI Inc. Class AAI

13F holders, Q4 2025 (December 31)
343holders +14
60new positions
61sold out
5famous investors
$13.48avg. 13F price*

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

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions60$38.7M
Exits61$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.