C3.AI Inc. Class AAI

13F holders, Q1 2026 (March 31)
319holders −24
46new positions
69sold out
7famous investors
$8.42avg. 13F price*

At the end of Q1 2026, 319 institutions reported holding C3.AI Inc. Class A (AI) in their 13F filings, down 24 from Q4 2025. 46 opened new positions and 69 sold out. The largest holders were BlackRock, Inc. ($102.8M), Vanguard Portfolio Management LLC ($71.9M) and Vanguard Capital Management LLC ($49.2M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions46$16.0M
Exits69$50.6M

All 13F filers, Q4 2025 → Q1 2026: 16,223,915 shares bought and 9,525,099 shares sold, net +6,698,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 319 holders

BlackRock, Inc. 0.00% Add +7.1% 12,206,443 $102.8M
Vanguard Portfolio Management LLC 0.00% — 8,544,184 $71.9M
Vanguard Capital Management LLC 0.00% — 5,840,704 $49.2M
Morgan Stanley 0.00% Add +18.7% 5,725,696 $48.2M
Goldman Sachs Group Inc. 0.00% Add +15.4% 3,841,926 $32.3M
Bank of America Corp. 0.00% Add +55.1% 3,282,183 $27.6M
State Street Corp. 0.00% Add +5.8% 3,150,583 $26.5M
Geode Capital Management, LLC 0.00% Add +2.0% 2,925,794 $24.6M
Millennium Management 0.02% Add +178.9% 2,848,762 $24.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -7.8% 2,357,236 $19.8M
Marshall Wace, LLP 0.02% Add +121.5% 2,250,236 $18.9M
BNP Paribas Financial Markets 0.01% Add +109.6% 1,763,897 $14.9M
UBS Group AG 0.00% Add +167.2% 1,756,784 $14.8M
JPMorgan Chase & Co. 0.00% Add +164.7% 1,523,394 $11.9M
Two Sigma Investments, LP 0.01% Add +25.7% 1,319,920 $11.1M
First Trust Advisors LP 0.01% Add +67.3% 1,215,341 $10.2M
Dimensional Fund Advisors LP 0.00% Reduce -33.5% 1,044,250 $8.8M
Northern Trust Corp. 0.00% Add +2.6% 1,040,769 $8.8M
Charles Schwab Investment Management Inc. 0.00% Add +15.6% 1,040,311 $8.8M
Vanguard Fiduciary Trust Co. 0.00% — 872,309 $7.3M
Federated Hermes, Inc. 0.01% Add +12.4% 759,181 $6.4M
Jane Street Group, LLC 0.01% Reduce -28.3% 749,217 $6.3M
Citadel Advisors 0.00% Reduce -30.1% 720,219 $6.1M
Capital Fund Management S.A. 0.05% Add +14.2% 694,095 $5.8M
Bank of New York Mellon Corp 0.00% Add +0.8% 690,694 $5.8M
Edgestream Partners, L.P. 0.18% Add +247.5% 658,573 $5.5M
Susquehanna International Group, LLP 0.01% Reduce -55.1% 571,400 $4.8M
HRT Financial LP 0.01% Add +199.4% 556,045 $4.7M
Voloridge Investment Management, LLC 0.02% Reduce -19.9% 545,445 $4.6M
Defiance ETFs, LLC 0.06% Add +1758.3% 504,976 $4.3M
Penserra Capital Management LLC 0.05% Add +1758.3% 504,976 $4.3M
Algert Global LLC 0.06% New 474,160 $4.0M
Quantbot Technologies LP 0.16% Add +51.0% 457,261 $3.9M
SG Americas Securities, LLC 0.00% Add +6.0% 407,598 $3.4M
Nuveen, LLC 0.00% Add +0.5% 340,852 $2.9M
Citigroup Inc. 0.00% Add +72.1% 331,212 $2.8M
Barclays PLC 0.00% Reduce -38.9% 330,319 $2.8M
Zweig-DiMenna Associates LLC 0.38% New 318,950 $2.7M
Invesco Ltd. 0.00% Reduce -34.5% 296,437 $2.5M
Jacobs Levy Equity Management, Inc. 0.01% Add +18.8% 281,844 $2.4M
Swiss National Bank 0.00% Add +2.5% 258,000 $2.2M
D. E. Shaw & Co. 0.00% Reduce -20.1% 253,813 $2.1M
Susquehanna Fundamental Investments, LLC 0.08% Add +119.0% 250,310 $2.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +4.5% 245,965 $2.1M
Alliancebernstein L.P. 0.00% Add +0.9% 152,912 $2.1M
Point72 Asset Management 0.00% Reduce -61.8% 223,890 $1.9M
Dow Chemical Co. 0.78% No change 222,098 $1.9M
Tiller Private Wealth, Inc. 0.66% No change 222,090 $1.9M
Cerity Partners LLC 0.00% Reduce -56.7% 206,333 $1.7M
Philadelphia Trust Co. 0.12% Reduce -43.2% 197,525 $1.7M
Tidal Investments LLC 0.01% Reduce -12.3% 196,460 $1.7M
Numerai GP LLC 0.16% Add +336.8% 192,251 $1.6M
Wells Fargo & Company 0.00% Reduce -26.7% 184,283 $1.6M
Perigon Wealth Management, LLC 0.03% Reduce -0.1% 183,800 $1.5M
Atom Investors LP 0.11% Reduce -51.6% 181,240 $1.5M
Royal Bank of Canada 0.00% Add +418.7% 177,527 $1.5M
AQR Capital Management 0.00% New 175,597 $1.5M
California State Teachers Retirement System 0.00% Add +39.0% 168,943 $1.4M
LPL Financial LLC 0.00% Reduce -8.4% 168,716 $1.4M
Tudor Investment Corporation 0.01% Add +882.1% 162,584 $1.4M
PDT Partners, LLC 0.08% Add +90.8% 159,866 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +27.6% 159,846 $1.3M
Rhumbline Advisers 0.00% Reduce -4.8% 156,591 $1.3M
FMR LLC 0.00% Add +808.7% 154,082 $1.3M
Creative Planning 0.00% Add +54.0% 150,151 $1.3M
Entropy Technologies, LP 0.06% Add +5.0% 145,436 $1.2M
Gsa Capital Partners LLP 0.07% Add +27.2% 135,590 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -20.5% 135,062 $1.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2.6% 133,134 $1.1M
Dark Forest Capital Management LP 0.09% Add +29.4% 115,187 $970K
Brevan Howard Capital Management LP 0.01% Add +527.8% 115,121 $969K
Legal & General Group Plc 0.00% Reduce -7.6% 114,717 $966K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 114,521 $964K
Themes Management Co LLC 0.59% Add +69.5% 113,915 $959K
Deutsche Bank AG 0.00% Add +9.9% 113,131 $953K
Renaissance Technologies 0.00% New 110,900 $934K
Compagnie Lombard Odier SCmA 0.01% Add +340.0% 110,000 $926K
Quantinno Capital Management LP 0.00% Add +3.8% 109,248 $920K
PEAK6 LLC 0.03% Reduce -7.0% 108,582 $914K
Group One Trading LLC 0.03% Reduce -25.2% 107,284 $903K
HSBC Holdings PLC 0.00% Reduce -4.4% 105,051 $877K
IMC-Chicago, LLC 0.01% New 103,964 $875K
SBI Securities Co., Ltd. 0.02% Reduce -6.4% 100,722 $848K
Kingsbury Capital Investment Advisors LLC 0.79% — 99,760 $840K
Russell Investments Group, Ltd. 0.00% Reduce -32.1% 99,535 $838K
Cresset Asset Management, LLC 0.00% Reduce -0.0% 98,192 $827K
Axq Capital, LP 0.10% New 88,661 $747K
Cetera Investment Advisers 0.00% Reduce -10.7% 85,115 $717K
180 Wealth Advisors, LLC 0.07% Add +141.1% 78,150 $658K
MetLife Investment Management, LLC 0.00% Reduce -0.6% 72,077 $607K
Jefferies Financial Group Inc. 0.01% New 70,508 $594K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +29.8% 67,861 $571K
Shearwater Capital LLC 0.30% No change 67,276 $566K
FORA Capital, LLC 0.04% New 63,465 $534K
Inspire Investing, LLC 0.03% New 61,176 $515K
Vontobel Holding Ltd. 0.00% Reduce -16.8% 59,758 $503K
Simplex Trading, LLC 0.02% New 58,107 $489K
Vanguard Global Advisers, LLC 0.00% — 57,771 $486K
VARCOV Co. 0.18% Reduce -68.5% 56,338 $474K
Manufacturers Life Insurance Company, The 0.00% Reduce -9.9% 55,998 $472K
Truist Financial Corp. 0.00% Add +38.4% 52,443 $442K
Janus Henderson Group PLC 0.00% No change 52,182 $439K
Evergreen Capital Management LLC 0.01% Add +0.7% 50,496 $425K
Fox Run Management, L.L.C. 0.07% New 49,916 $389K
Amundi 0.00% No change 45,460 $383K
Optiver Holding B.V. 0.01% Reduce -86.8% 42,167 $355K
Focus Partners Wealth 0.00% Add +15.1% 42,084 $354K
Osaic Holdings, Inc. 0.00% Reduce -21.3% 41,425 $349K
DGS Capital Management, LLC 0.06% Add +1.6% 40,542 $341K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -71.9% 38,617 $325K
Walleye Trading LLC 0.01% Reduce -76.6% 38,346 $323K
New York State Common Retirement Fund 0.00% No change 38,296 $322K
HighTower Advisors, LLC 0.00% Reduce -6.5% 36,825 $310K
Inceptionr LLC 0.07% New 36,336 $306K
Arizona State Retirement System 0.00% Add +1.6% 35,858 $302K
Intech Investment Management LLC 0.00% Reduce -43.0% 32,816 $276K
Police & Firemen's Retirement System of New Jersey 0.00% No change 32,500 $274K
Leonteq Securities AG 0.02% Add +69.5% 32,293 $272K
Kovack Advisors, Inc. 0.01% Add +66.0% 32,349 $272K
Handelsbanken Fonder AB 0.00% No change 31,600 $266K
KLP Kapitalforvaltning As 0.00% Add +8.1% 29,500 $248K
Commerce Bank 0.00% Add +1.9% 29,122 $245K
Verition Fund Management LLC 0.00% New 28,819 $243K
Raymond James Financial Inc. 0.00% Reduce -28.7% 28,807 $243K
Acadian Asset Management LLC 0.00% New 28,414 $239K
Baird Financial Group, Inc. 0.00% No change 28,150 $237K
Global Assets Advisory, LLC 0.07% Reduce -2.3% 27,860 $235K
Vanguard Investments Australia, Ltd. 0.00% — 27,847 $234K
XTX Topco Ltd 0.00% Add +35.4% 26,200 $221K
Commonwealth Equity Services, LLC 0.00% Reduce -26.0% 25,902 $218K
Ieq Capital, LLC 0.00% No change 24,081 $203K
Stifel Financial Corp. 0.00% Reduce -27.6% 23,615 $199K
Allworth Financial LP 0.00% Add +7.1% 23,475 $198K
Voya Investment Management LLC 0.00% Reduce -1.2% 21,521 $181K
Moors & Cabot, Inc. 0.01% Reduce -14.7% 21,163 $178K
State Board of Administration of Florida Retirement System 0.00% No change 21,144 $178K
Level Four Advisory Services, LLC 0.01% Reduce -20.5% 21,096 $178K
Ameriprise Financial Inc. 0.00% Reduce -31.8% 20,740 $175K
Pictet Asset Management Holding SA 0.00% Add +21.4% 20,594 $173K
Prudential Financial Inc. 0.00% New 20,040 $169K
Catalyst Funds Management Pty Ltd 0.03% New 19,900 $168K
Probity Advisors, Inc. 0.03% Add +18.7% 19,307 $163K
ProShare Advisors LLC 0.00% Reduce -18.9% 18,645 $157K
Ascentis Independent Advisors 0.01% New 18,553 $156K
Bank of Montreal 0.00% Reduce -21.1% 18,339 $154K
Quantitative Investment Management, LLC 0.02% New 18,368 $154K
Wedbush Securities Inc. 0.00% Reduce -39.9% 17,445 $147K
Rockefeller Capital Management L.P. 0.00% Reduce -65.7% 17,398 $146K
Marathon Trading Investment Management LLC 0.04% No change 17,332 $146K
Marex Group Ltd 0.00% Reduce -15.2% 16,656 $140K
Buckland Partners Management Co LLC 0.08% No change 16,000 $135K
Cane Capital Partners, LLC 0.06% Reduce -57.0% 15,825 $133K
Great Valley Advisor Group, Inc. 0.00% Add +9.7% 15,801 $133K
Integrated Wealth Concepts LLC 0.00% New 15,545 $131K
HUB Investment Partners, LLC 0.00% Reduce -1.2% 15,100 $127K
PFG Investments, LLC 0.01% Add +6.5% 14,963 $126K
Wealth Enhancement Advisory Services, LLC 0.00% New 14,452 $125K
Victory Capital Management Inc. 0.00% Reduce -0.3% 14,767 $124K
Franklin Resources Inc. 0.00% Reduce -15.5% 14,454 $122K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +12.7% 13,776 $116K
Caprock Group, LLC 0.00% Reduce -47.3% 13,689 $115K
PCM Encore, LLC 0.02% New 13,655 $115K
Kestra Advisory Services, LLC 0.00% Add +35.6% 13,610 $115K
IHT Wealth Management, LLC 0.00% New 13,592 $114K
Cwm, LLC 0.00% Add +339.7% 13,407 $113K
State of Wisconsin Investment Board 0.00% Reduce -71.6% 13,258 $112K
Janney Montgomery Scott LLC 0.00% Reduce -35.3% 13,095 $110K
Sei Investments Co. 0.00% Reduce -3.8% 12,248 $103K
Scientech Research LLC 0.09% Reduce -9.1% 12,199 $103K
Ensign Peak Advisors, Inc 0.00% No change 12,195 $103K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -69.9% 11,811 $99K
Public Employees Retirement Association of Colorado 0.00% No change 11,800 $99K
American Century Companies Inc. 0.00% New 11,624 $98K
Xponance LLC 0.00% New 11,548 $97K
Brooklyn Investment Group 0.00% New 11,531 $97K
Forum Financial Management, LP 0.00% Reduce -22.7% 11,531 $97K
Vanguard Personalized Indexing Management, LLC 0.00% New 11,156 $94K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -13.0% 11,139 $94K
Caxton Associates LLP 0.00% New 11,125 $94K
Summit Financial, LLC 0.00% Add +0.9% 11,072 $93K
Mercer Global Advisors Inc. 0.00% New 10,792 $91K
Mayport, LLC 0.02% Reduce -1.3% 10,700 $90K
Twelve Points Wealth Management LLC 0.02% New 10,685 $90K
Cerro Pacific Wealth Advisors LLC 0.02% No change 10,625 $89K
Ameritas Investment Partners, Inc. 0.00% No change 10,247 $86K
Jones Financial Companies LLLP 0.00% Add +4.0% 11,026 $86K
Tower Research Capital LLC (TRC) 0.00% Add +310.9% 8,708 $73K
Harbour Investments, Inc. 0.00% Add +91.1% 6,365 $54K
Northwestern Mutual Wealth Management Co. 0.00% Add +15.1% 5,756 $48K
Pavaki Capital Management LLC 0.03% New 5,000 $42K
PNC Financial Services Group, Inc. 0.00% Reduce -64.7% 4,911 $41K
Aspect Partners, LLC 0.02% No change 4,592 $39K
CoreCap Advisors, LLC 0.00% Reduce -3.2% 4,585 $39K
Walleye Capital LLC 0.00% Reduce -91.7% 4,446 $37K
Geneos Wealth Management Inc. 0.00% No change 4,373 $37K
Federation des caisses Desjardins du Quebec 0.00% Reduce -3.4% 4,326 $36K
NFSG Corp 0.01% Reduce -5.5% 4,300 $36K
Intentional Wealth Strategies, LLC 0.03% — 4,295 $36K
AdvisorNet Financial, Inc 0.00% New 4,000 $34K
Steward Partners Investment Advisory, LLC 0.00% Add +35.0% 3,862 $33K
Bayforest Capital Ltd 0.04% Reduce -18.6% 3,732 $31K
KBC Group NV 0.00% No change 3,601 $30K
B. Riley Wealth Advisors, Inc. 0.00% New 3,760 $29K
GAMMA Investing LLC 0.00% Add +236.2% 3,227 $27K
Quadrant Capital Group LLC 0.00% Add +313.7% 3,045 $26K
Bogart Wealth, LLC 0.00% Add +2.8% 2,775 $23K
US Bancorp \de 0.00% Reduce -39.0% 2,567 $22K
Olistico Wealth, LLC 0.01% No change 2,500 $21K
SWAN Capital LLC 0.01% No change 2,100 $18K
Advisory Services Network, LLC 0.00% New 2,072 $17K
Clearstead Advisors, LLC 0.00% Reduce -6.5% 2,015 $17K
WealthCollab, LLC 0.01% No change 2,000 $17K
Ameliora Wealth Management Ltd. 0.01% Reduce -25.8% 1,210 $17K
Signaturefd, LLC 0.00% Add +5.3% 1,963 $17K
Farther Finance Advisors, LLC 0.00% Reduce -11.4% 1,897 $16K
Financial Consulate, Inc. 0.00% Reduce -9.0% 1,905 $16K
NewEdge Advisors, LLC 0.00% Reduce -24.2% 1,833 $15K
Parallel Advisors, LLC 0.00% Reduce -12.5% 1,790 $15K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +9.4% 1,741 $15K
McGuire Capital Advisors Inc. 0.01% Reduce -4.6% 1,517 $13K
EverSource Wealth Advisors, LLC 0.00% Add +317.8% 1,195 $10K
National Bank of Canada 0.00% Reduce -99.9% 1,188 $10K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +529.5% 1,152 $10K
United Community Bank 0.00% No change 1,000 $8K
Ancora Advisors LLC 0.00% No change 955 $8K
Tsfg, LLC 0.00% No change 1,000 $8K
HM Payson & Co. 0.00% No change 941 $8K
Murphy & Mullick Capital Management Corp 0.01% No change 835 $7K
Sterling Capital Management LLC 0.00% Add +2.5% 835 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 800 $7K
Smartleaf Asset Management LLC 0.00% Add +54.3% 813 $6K
UMB Bank, n.a. 0.00% Add +84.5% 738 $6K
Essential Partners LLC 0.00% Add +14580.0% 734 $6K
Fifth Third Bancorp 0.00% Add +1589.7% 659 $6K
Peterson Wealth Management 0.00% New 600 $5K
Los Angeles Capital Management LLC 0.00% No change 589 $5K
Caitong International Asset Management Co., Ltd 0.00% Add +1669.7% 584 $5K
Private Wealth Asset Management, LLC 0.00% No change 569 $5K
Zions Bancorporation, National Association 0.00% New 556 $5K
MAI Capital Management 0.00% Reduce -61.9% 555 $5K
Creative Financial Designs Inc. 0.00% No change 505 $4K
Spire Wealth Management 0.00% New 500 $4K
Larson Financial Group LLC 0.00% Add +106.8% 486 $4K
IFP Advisors, Inc 0.00% Reduce -25.9% 482 $4K
Hilton Head Capital Partners, LLC 0.00% No change 435 $4K
Versant Capital Management, Inc 0.00% Reduce -38.1% 426 $4K
C M Bidwell & Associates Ltd. 0.00% New 413 $3K
Align Financial, LLC 0.00% Reduce -92.6% 401 $3K
Advocate Investing Services LLC 0.00% Reduce -23.3% 395 $3K
Kozak & Associates, Inc. 0.00% No change 350 $3K
CVA Family Office, LLC 0.00% Add +1.3% 304 $3K
St Germain D J Co. Inc. 0.00% No change 300 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -11.2% 300 $3K
Sunbelt Securities, Inc. 0.00% Reduce -5.8% 290 $2K
Blue Trust, Inc. 0.00% Reduce -83.4% 266 $2K
Fourth Dimension Wealth, LLC 0.00% No change 259 $2K
Huntington National Bank 0.00% New 255 $2K
Ulland Investment Advisors, LLC 0.00% No change 260 $2K
Covestor Ltd 0.00% Reduce -43.6% 252 $2K
Ameriflex Group, Inc. 0.00% No change 200 $2K
Wealth Preservation Advisors, LLC 0.00% New 176 $1K
Rothschild Investment LLC 0.00% Reduce -21.4% 165 $1K
Nisa Investment Advisors, LLC 0.00% Reduce -99.0% 162 $1K
TD Waterhouse Canada Inc. 0.00% Reduce -50.0% 160 $1K
Scarborough Advisors, LLC 0.00% No change 158 $1K
Truvestments Capital LLC 0.00% No change 155 $1K
Triumph Capital Management 0.00% No change 150 $1K
N.E.W. Advisory Services LLC 0.00% No change 148 $1K
Bear Mountain Capital, Inc. 0.00% Add +12.8% 132 $1K
Salem Investment Counselors Inc. 0.00% New 146 $1K
Altshuler Shaham Ltd 0.00% Reduce -99.7% 133 $1K
PayPay Securities Corp 0.04% Add +39.5% 120 $1K
Root Financial Partners, LLC 0.00% Reduce -14.2% 103 $867
Lodestone Wealth Management LLC 0.00% No change 100 $842
TFC Financial Management, Inc. 0.00% Add +9900.0% 100 $842
Eastern Bank 0.00% No change 100 $842
2UniFi Bank 0.00% Reduce -81.6% 90 $758
Twin Peaks Wealth Advisors, LLC 0.00% New 83 $699
Medallion Wealth Advisors, LLC 0.00% Reduce -44.3% 83 $699
Barrett & Company, Inc. 0.00% No change 75 $632
Pacific Center for Financial Services 0.00% No change 62 $523
Proathlete Wealth Management LLC 0.00% No change 61 $513
Eukles Asset Management 0.00% No change 55 $463
Natixis 0.00% Reduce -97.6% 52 $438
IFS Advisors, LLC 0.00% No change 50 $421
Destiny Wealth Partners, LLC 0.00% New 50 $421
Bell Investment Advisors, Inc 0.00% No change 41 $346
SOA Wealth Advisors, LLC. 0.00% No change 40 $337
SHP Wealth Management 0.00% Reduce -2.5% 39 $328
Bare Financial Services, Inc 0.00% New 36 $303
Vision Retirement, LLC 0.00% No change 30 $253
Montag A & Associates Inc. 0.00% No change 30 $253
YANKCOM Partnership 0.00% No change 28 $236
KERR FINANCIAL PLANNING Corp 0.00% No change 25 $224
JNBA Financial Advisors 0.00% No change 20 $169
Fairscale Capital, LLC 0.00% No change 17 $143
Cassaday & Co Wealth Management LLC 0.00% New 15 $127
Golden State Wealth Management, LLC 0.00% No change 14 $118
Caitlin John, LLC 0.00% No change 10 $84
Godfrey Financial Associates, Inc. 0.00% No change 10 $84
Hurley Capital, LLC 0.00% No change 10 $84
Strategic Investment Solutions, Inc. 0.00% No change 10 $84
Networth Advisors, LLC 0.00% No change 7 $59
Transamerica Financial Advisors, LLC 0.00% New 7 $58
Strategic Advocates LLC 0.00% No change 5 $42
North Star Investment Management Corp. 0.00% No change 5 $42
Oakworth Capital, Inc. 0.00% No change 5 $42
Heritage Wealth Advisors 0.00% No change 3 $25
Elevated Capital Advisors, LLC 0.00% No change 3 $25
Dunhill Financial, LLC 0.00% Reduce -33.3% 2 $23
Sound Income Strategies, LLC 0.00% No change 2 $20
Legacy Wealth Managment, LLC 0.00% No change 2 $17
Hughes Financial Services, LLC 0.00% New 2 $17
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 2 $17
Measured Wealth Private Client Group, LLC 0.00% Add +100.0% 2 $13
MCF Advisors LLC 0.00% No change 1 $9
Basepoint Wealth LLC 0.00% Add +0.0% 1 $6
Capital Advisors, Ltd. LLC 0.00% Add +333.3% 39 $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.