C3.AI Inc. Class AAI
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $16.0M |
| Exits | 69 | $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.