C3.AI Inc. Class AAI

13F holders, Q2 2026 (June 30)
320holders +1
42new positions
40sold out
7famous investors
$9.09avg. 13F price*

At the end of Q2 2026, 320 institutions reported holding C3.AI Inc. Class A (AI) in their 13F filings, up 1 from Q1 2026. 42 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($129.6M), Vanguard Portfolio Management LLC ($81.5M) and Vanguard Capital Management LLC ($54.5M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions42$26.0M
Exits40$4.5M

All 13F filers, Q1 2026 → Q2 2026: 19,588,433 shares bought and 7,487,370 shares sold, net +12,101,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 320 holders

BlackRock, Inc. 0.00% Add +16.8% 14,255,067 $129.6M
Vanguard Portfolio Management LLC 0.00% Add +5.0% 8,967,629 $81.5M
Vanguard Capital Management LLC 0.00% Add +2.6% 5,991,015 $54.5M
Morgan Stanley 0.00% Reduce -12.2% 5,025,836 $45.7M
BNP Paribas Financial Markets 0.02% Add +100.9% 3,543,864 $32.2M
State Street Corp. 0.00% Add +10.7% 3,488,324 $31.7M
Geode Capital Management, LLC 0.00% Add +17.3% 3,431,376 $31.2M
Goldman Sachs Group Inc. 0.00% Reduce -16.1% 3,221,882 $29.3M
Millennium Management 0.02% Add +10.1% 3,136,646 $28.5M
HRT Financial LP 0.05% Add +433.3% 2,965,568 $27.0M
Bank of America Corp. 0.00% Reduce -12.5% 2,872,364 $26.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +1.4% 2,390,187 $21.7M
Federated Hermes, Inc. 0.03% Add +200.3% 2,279,734 $20.7M
Citadel Advisors 0.01% Add +151.2% 1,809,037 $16.4M
UBS Group AG 0.00% Reduce -12.7% 1,534,477 $13.9M
Marshall Wace, LLP 0.01% Reduce -37.4% 1,409,186 $12.8M
Capital Fund Management S.A. 0.08% Add +84.3% 1,279,579 $11.6M
JPMorgan Chase & Co. 0.00% Reduce -17.9% 1,250,864 $11.1M
Northern Trust Corp. 0.00% Add +12.3% 1,168,464 $10.6M
Charles Schwab Investment Management Inc. 0.00% Add +6.1% 1,103,752 $10.0M
Susquehanna International Group, LLP 0.01% Add +83.5% 1,048,567 $9.5M
First Trust Advisors LP 0.01% Reduce -16.4% 1,016,575 $9.2M
Tudor Investment Corporation 0.04% Add +516.0% 1,001,584 $9.1M
Vanguard Fiduciary Trust Co. 0.00% Reduce -0.4% 869,065 $7.9M
Defiance ETFs, LLC 0.11% Add +63.5% 825,640 $7.8M
Penserra Capital Management LLC 0.06% Add +60.5% 810,280 $7.4M
Bank of New York Mellon Corp 0.00% Add +8.2% 747,378 $6.8M
Jump Financial, LLC 0.06% New 626,013 $5.7M
Two Sigma Investments, LP 0.00% Reduce -53.4% 615,324 $5.6M
Public Sector Pension Investment Board 0.01% New 611,500 $5.6M
D. E. Shaw & Co. 0.00% Add +137.0% 601,630 $5.5M
Dimensional Fund Advisors LP 0.00% Reduce -45.1% 573,468 $5.2M
Point72 Asset Management 0.01% Add +153.9% 568,406 $5.2M
Algert Global LLC 0.06% Add +17.7% 557,970 $5.1M
AQR Capital Management 0.00% Add +189.2% 507,867 $4.6M
Tidal Investments LLC 0.01% Add +126.9% 445,780 $4.1M
Voloridge Investment Management, LLC 0.02% Reduce -18.9% 442,139 $4.0M
Trexquant Investment LP 0.02% New 386,820 $3.5M
Citigroup Inc. 0.00% Add +10.1% 364,679 $3.3M
Zweig-DiMenna Associates LLC 0.30% Add +13.6% 362,450 $3.3M
Invesco Ltd. 0.00% Add +21.7% 360,673 $3.3M
Nuveen, LLC 0.00% Add +3.4% 352,584 $3.2M
Edgestream Partners, L.P. 0.09% Reduce -46.9% 350,004 $3.2M
SG Americas Securities, LLC 0.00% Reduce -21.4% 320,550 $2.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +137.8% 316,532 $2.9M
Engineers Gate Manager LP 0.04% New 314,126 $2.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +21.9% 299,866 $2.7M
Great Lakes Advisors, LLC 0.02% New 296,108 $2.7M
Susquehanna Fundamental Investments, LLC 0.05% Add +9.7% 274,686 $2.5M
Swiss National Bank 0.00% Add +4.8% 270,300 $2.5M
Barclays PLC 0.00% Reduce -25.2% 247,107 $2.2M
Brevan Howard Capital Management LP 0.03% Add +109.8% 241,560 $2.2M
Numerai GP LLC 0.17% Add +19.2% 229,111 $2.1M
Dow Chemical Co. 0.88% No change 222,098 $2.0M
Tiller Private Wealth, Inc. 0.63% No change 222,090 $2.0M
T. Rowe Price Associates Inc. 0.00% Add +31.7% 210,505 $1.9M
Cerity Partners LLC 0.00% Add +0.6% 207,547 $1.9M
Walleye Trading LLC 0.03% Add +434.4% 204,914 $1.9M
Wells Fargo & Company 0.00% Add +9.7% 202,059 $1.8M
IMC-Chicago, LLC 0.02% Add +86.0% 193,393 $1.8M
Perigon Wealth Management, LLC 0.03% Add +0.0% 183,834 $1.7M
Entropy Technologies, LP 0.07% Add +25.3% 182,213 $1.7M
Rhumbline Advisers 0.00% Add +14.6% 179,453 $1.6M
LPL Financial LLC 0.00% Add +5.7% 178,352 $1.6M
Creative Planning 0.00% Add +16.7% 175,233 $1.6M
Atom Investors LP 0.14% Reduce -6.9% 168,770 $1.5M
Group One Trading LLC 0.04% Add +50.9% 161,920 $1.5M
PDT Partners, LLC 0.08% No change 159,866 $1.5M
Quantbot Technologies LP 0.06% Reduce -65.0% 159,834 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Add +13.2% 152,944 $1.4M
Dark Forest Capital Management LP 0.09% Add +29.6% 149,341 $1.4M
California State Teachers Retirement System 0.00% Reduce -13.7% 145,767 $1.3M
Deutsche Bank AG 0.00% Add +26.4% 143,042 $1.3M
Russell Investments Group, Ltd. 0.00% Add +40.6% 139,923 $1.3M
Alliancebernstein L.P. 0.00% Reduce -1.4% 150,768 $1.3M
Axq Capital, LP 0.13% Add +53.6% 136,155 $1.2M
National Bank of Canada 0.00% Add +10969.0% 131,500 $1.2M
XTX Topco Ltd 0.02% Add +397.5% 130,335 $1.2M
Virtu Financial LLC 0.04% New 129,330 $1.2M
PEAK6 LLC 0.03% Add +10.6% 120,074 $1.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 114,521 $1.0M
Compagnie Lombard Odier SCmA 0.01% No change 110,000 $1000K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -61.1% 109,758 $998K
Philadelphia Trust Co. 0.06% Reduce -46.2% 106,290 $966K
Themes Management Co LLC 0.62% Reduce -9.4% 103,241 $938K
Legal & General Group Plc 0.00% Reduce -11.1% 101,986 $927K
Cresset Asset Management, LLC 0.00% Reduce -0.3% 97,915 $890K
Squarepoint Ops LLC 0.00% New 97,711 $888K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +43.5% 97,378 $885K
SBI Securities Co., Ltd. 0.02% Reduce -9.4% 91,239 $829K
Quantinno Capital Management LP 0.00% Reduce -17.8% 89,821 $816K
180 Wealth Advisors, LLC 0.08% Add +14.6% 89,538 $814K
Gsa Capital Partners LLP 0.05% Reduce -38.9% 82,816 $753K
HSBC Holdings PLC 0.00% Reduce -22.4% 81,575 $741K
MetLife Investment Management, LLC 0.00% Add +12.4% 81,038 $737K
Raymond James Financial Inc. 0.00% Add +159.6% 74,795 $680K
Inspire Investing, LLC 0.03% Add +21.8% 74,519 $677K
Acadian Asset Management LLC 0.00% Add +154.1% 72,198 $655K
Shearwater Capital LLC 0.31% Add +5.3% 70,826 $644K
FMR LLC 0.00% Reduce -58.1% 64,582 $587K
Manufacturers Life Insurance Company, The 0.00% Add +15.1% 64,446 $586K
Simplex Trading, LLC 0.01% Add +8.7% 63,187 $574K
Jefferies Financial Group Inc. 0.01% Reduce -11.7% 62,235 $566K
Jane Street Group, LLC 0.00% Reduce -91.8% 61,369 $558K
Sei Investments Co. 0.00% Add +329.0% 52,543 $478K
Jupiter Topco LLC 0.00% — 52,182 $475K
Cetera Investment Advisers 0.00% Reduce -39.4% 51,551 $469K
Bayforest Capital Ltd 0.43% Add +1272.0% 51,203 $465K
Evergreen Capital Management LLC 0.01% Reduce -0.3% 50,329 $457K
Vanguard Global Advisers, LLC 0.00% Reduce -17.3% 47,804 $435K
Walleye Capital LLC 0.00% Add +937.0% 46,103 $419K
Osaic Holdings, Inc. 0.00% Add +9.1% 45,173 $411K
Renaissance Technologies 0.00% Reduce -60.0% 44,400 $404K
Amundi 0.00% Reduce -2.9% 44,154 $401K
Intech Investment Management LLC 0.00% Add +32.9% 43,605 $396K
Twinbeech Capital LP 0.07% New 41,600 $378K
Handelsbanken Fonder AB 0.00% Add +31.3% 41,500 $377K
Truist Financial Corp. 0.00% Reduce -21.4% 41,234 $375K
Vontobel Holding Ltd. 0.00% Reduce -31.9% 40,699 $370K
Police & Firemen's Retirement System of New Jersey 0.00% Add +24.8% 40,558 $369K
HighTower Advisors, LLC 0.00% Add +8.9% 40,099 $365K
New York State Common Retirement Fund 0.00% No change 38,296 $348K
Arizona State Retirement System 0.00% Add +3.6% 37,168 $338K
Vanguard Investments Australia, Ltd. 0.00% Add +29.5% 36,064 $328K
Ameriprise Financial Inc. 0.00% Add +61.8% 33,546 $305K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.3% 33,461 $304K
J. Safra Sarasin Holding AG 0.00% New 32,413 $295K
Quadrature Capital Ltd 0.00% New 32,195 $293K
Headlands Technologies LLC 0.03% New 31,904 $290K
Leonteq Securities AG 0.02% Reduce -1.4% 31,849 $290K
Kovack Advisors, Inc. 0.01% Reduce -8.7% 29,545 $278K
nVerses Capital, LLC 0.43% New 30,482 $277K
Focus Partners Wealth 0.00% Reduce -29.8% 29,538 $269K
KLP Kapitalforvaltning As 0.00% No change 29,500 $268K
Wealth Enhancement Advisory Services, LLC 0.00% Add +104.4% 29,543 $264K
Global Assets Advisory, LLC 0.06% Reduce -1.7% 27,383 $258K
Baird Financial Group, Inc. 0.00% No change 28,150 $256K
Commonwealth Equity Services, LLC 0.00% Add +8.4% 28,078 $255K
Havemeyer Place LP 0.02% New 27,231 $248K
Voya Investment Management LLC 0.00% Add +24.4% 26,779 $243K
Allworth Financial LP 0.00% Add +13.6% 26,660 $242K
Mercer Global Advisors Inc. 0.00% Add +144.3% 26,359 $240K
American Century Companies Inc. 0.00% Add +125.9% 26,254 $239K
Bank of Montreal 0.00% Add +33.1% 24,412 $222K
Fox Run Management, L.L.C. 0.04% Reduce -51.5% 24,192 $220K
Prudential Financial Inc. 0.00% Add +12.7% 22,590 $205K
Franklin Resources Inc. 0.00% Add +52.7% 22,071 $201K
Vanguard Personalized Indexing Management, LLC 0.00% Add +94.4% 21,687 $197K
State Board of Administration of Florida Retirement System 0.00% No change 21,144 $192K
Pictet Asset Management Holding SA 0.00% No change 20,594 $187K
Jain Global LLC 0.00% New 19,843 $180K
Captrust Financial Advisors 0.00% New 19,717 $179K
Ieq Capital, LLC 0.00% Reduce -19.0% 19,510 $177K
Probity Advisors, Inc. 0.02% Reduce -0.9% 19,128 $174K
Level Four Advisory Services, LLC 0.00% Reduce -10.2% 18,936 $172K
State of Wisconsin Investment Board 0.00% Add +36.7% 18,118 $165K
ProShare Advisors LLC 0.00% Reduce -3.5% 17,984 $163K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +60.4% 17,870 $162K
Moors & Cabot, Inc. 0.01% Reduce -17.5% 17,463 $159K
Commerce Bank 0.00% Reduce -40.5% 17,325 $157K
Janney Montgomery Scott LLC 0.00% Add +24.0% 16,239 $148K
Old Mission Capital LLC 0.00% New 16,272 $148K
Rockefeller Capital Management L.P. 0.00% Reduce -8.7% 15,879 $144K
Summit Trail Advisors, LLC 0.00% New 15,758 $143K
Victory Capital Management Inc. 0.00% Add +4.3% 15,394 $140K
Marathon Trading Investment Management LLC 0.02% Reduce -11.5% 15,332 $139K
Private Advisor Group, LLC 0.00% New 15,213 $138K
Great Valley Advisor Group, Inc. 0.00% Reduce -4.8% 15,051 $137K
Naviter Wealth, LLC 0.01% New 15,000 $136K
IHT Wealth Management, LLC 0.00% Add +6.2% 14,435 $131K
Waterloo Capital, L.P. 0.01% New 14,069 $128K
Caitong International Asset Management Co., Ltd 0.02% Add +2297.6% 14,002 $127K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +0.5% 13,847 $126K
PFG Investments, LLC 0.00% Reduce -8.0% 13,760 $125K
Ensign Peak Advisors, Inc 0.00% Add +12.7% 13,745 $125K
Xponance LLC 0.00% Add +14.7% 13,241 $120K
Integrated Wealth Concepts LLC 0.00% Reduce -15.6% 13,118 $119K
DRW Securities, LLC 0.01% New 12,732 $116K
Caxton Associates LLP 0.00% Add +14.2% 12,708 $116K
Allstate Corp. 0.00% New 12,706 $115K
Twelve Points Wealth Management LLC 0.02% Add +17.4% 12,546 $114K
Abel Hall, LLC 0.02% New 12,543 $114K
Ameritas Investment Partners, Inc. 0.00% Add +21.8% 12,480 $113K
Wedbush Securities Inc. 0.00% Reduce -28.6% 12,465 $113K
Royal Bank of Canada 0.00% Reduce -93.2% 12,052 $109K
Public Employees Retirement Association of Colorado 0.00% No change 11,800 $107K
Sequoia Financial Advisors, LLC 0.00% New 11,648 $106K
Forum Financial Management, LP 0.00% No change 11,531 $105K
Ground Swell Capital, LLC 0.11% New 11,237 $102K
Summit Financial, LLC 0.00% Reduce -2.0% 10,847 $99K
Cerro Pacific Wealth Advisors LLC 0.02% No change 10,625 $97K
Stifel Financial Corp. 0.00% Reduce -55.4% 10,525 $96K
BIP Wealth, LLC 0.00% New 10,360 $94K
PNC Financial Services Group, Inc. 0.00% Add +105.4% 10,088 $92K
360 Financial, Inc. 0.02% New 10,000 $91K
Nykredit A/S 0.00% — 9,293 $84K
Jones Financial Companies LLLP 0.00% Reduce -14.2% 9,459 $84K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -29.8% 8,290 $75K
Fifth Third Bancorp 0.00% Add +1085.1% 7,810 $71K
NFSG Corp 0.01% Add +69.8% 7,300 $66K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +519.1% 7,132 $65K
Versant Capital Management, Inc 0.01% Add +1510.1% 6,859 $62K
Arax Advisory Partners 0.00% New 6,346 $58K
Harbour Investments, Inc. 0.00% Reduce -0.7% 6,322 $57K
CoreCap Advisors, LLC 0.00% Add +34.0% 6,145 $56K
Tower Research Capital LLC (TRC) 0.00% Reduce -38.0% 5,401 $49K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.0% 5,010 $46K
Pavaki Capital Management LLC 0.03% No change 5,000 $45K
Geneos Wealth Management Inc. 0.00% No change 4,373 $40K
Nisa Investment Advisors, LLC 0.00% Add +2582.1% 4,345 $39K
Farther Finance Advisors, LLC 0.00% Add +120.4% 4,181 $38K
Federation des caisses Desjardins du Quebec 0.00% Reduce -3.8% 4,160 $38K
Clearstead Advisors, LLC 0.00% Add +103.6% 4,102 $37K
AdvisorNet Financial, Inc 0.00% No change 4,000 $36K
KBC Group NV 0.00% No change 3,601 $33K
GAMMA Investing LLC 0.00% Add +4.3% 3,367 $31K
Steward Partners Investment Advisory, LLC 0.00% Reduce -14.3% 3,308 $30K
Bogart Wealth, LLC 0.00% No change 2,775 $25K
Sterling Capital Management LLC 0.00% Add +231.9% 2,771 $25K
Global Retirement Partners, LLC 0.00% — 2,699 $25K
US Bancorp \de 0.00% Add +0.1% 2,570 $23K
Olistico Wealth, LLC 0.01% No change 2,500 $23K
Parallel Advisors, LLC 0.00% Add +36.8% 2,449 $22K
Signaturefd, LLC 0.00% Add +20.0% 2,356 $21K
SWAN Capital LLC 0.01% No change 2,100 $19K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +19.1% 2,074 $19K
Larson Financial Group LLC 0.00% Add +314.8% 2,016 $18K
Financial Consulate, Inc. 0.00% No change 1,905 $17K
Ameliora Wealth Management Ltd. 0.00% No change 1,210 $17K
NewEdge Advisors, LLC 0.00% Reduce -30.0% 1,283 $12K
EverSource Wealth Advisors, LLC 0.00% Add +5.5% 1,261 $11K
Essential Partners LLC 0.01% Add +70.0% 1,248 $11K
Compass Financial Management LLC 0.00% — 1,020 $10K
UMB Bank, n.a. 0.00% Add +40.5% 1,037 $9K
HM Payson & Co. 0.00% Add +6.5% 1,002 $9K
WealthCollab, LLC 0.00% Reduce -50.0% 1,000 $9K
Tsfg, LLC 0.00% No change 1,000 $9K
Ancora Advisors LLC 0.00% No change 955 $9K
Peterson Wealth Management 0.00% Add +50.0% 900 $8K
Murphy & Mullick Capital Management Corp 0.00% Add +1.8% 850 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 800 $7K
Smartleaf Asset Management LLC 0.00% No change 813 $7K
Covestor Ltd 0.00% Add +215.1% 794 $7K
Parkside Financial Bank & Trust 0.00% New 654 $6K
Spectrum Wealth Advisory Group, LLC 0.00% New 630 $6K
Huntington National Bank 0.00% Add +132.2% 592 $5K
Los Angeles Capital Management LLC 0.00% No change 589 $5K
Private Wealth Asset Management, LLC 0.00% No change 569 $5K
Private Wealth Management Group, LLC 0.00% New 550 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +79.0% 537 $5K
Creative Financial Designs Inc. 0.00% No change 505 $5K
NBH Bank 0.00% — 473 $4K
Hilton Head Capital Partners, LLC 0.00% No change 435 $4K
IFP Advisors, Inc 0.00% Reduce -13.7% 416 $4K
C M Bidwell & Associates Ltd. 0.00% No change 413 $4K
WPG Advisers, LLC 0.00% New 371 $3K
Kozak & Associates, Inc. 0.00% No change 350 $3K
McGuire Capital Advisors Inc. 0.00% Reduce -76.5% 357 $3K
SHP Wealth Management 0.00% Add +769.2% 339 $3K
Blue Trust, Inc. 0.00% Add +20.3% 320 $3K
CVA Family Office, LLC 0.00% No change 304 $3K
Aberdeen Wealth Management LLC 0.00% New 300 $3K
St Germain D J Co. Inc. 0.00% No change 300 $3K
Key Capital Management, INC 0.00% New 275 $3K
Fourth Dimension Wealth, LLC 0.00% No change 259 $2K
Ameriflex Group, Inc. 0.00% Add +20.5% 241 $2K
IFG Advisory, LLC 0.00% New 225 $2K
Ulland Investment Advisors, LLC 0.00% No change 260 $2K
Rothschild Investment LLC 0.00% Add +32.7% 219 $2K
Zions Bancorporation, National Association 0.00% Reduce -63.0% 206 $2K
Truvestments Capital LLC 0.00% No change 155 $1K
Bear Mountain Capital, Inc. 0.00% Add +14.4% 151 $1K
Triumph Capital Management 0.00% No change 150 $1K
N.E.W. Advisory Services LLC 0.00% No change 148 $1K
Salem Investment Counselors Inc. 0.00% No change 146 $1K
Fulcrum Asset Management LLP 0.00% New 148 $1K
Altshuler Shaham Ltd 0.00% Add +5.3% 140 $1K
Marquette Asset Management, LLC 0.00% New 139 $1K
TD Waterhouse Canada Inc. 0.00% Reduce -20.0% 128 $1K
Capital Advisors, Ltd. LLC 0.00% Add +123.1% 87 $1K
Cornerstone Financial Management LLC 0.00% New 106 $964
PayPay Securities Corp 0.02% Reduce -14.2% 103 $936
Rossby Financial, LCC 0.00% New 102 $927
Strategic Wealth Partners, Ltd. 0.00% New 101 $918
Lodestone Wealth Management LLC 0.00% No change 100 $909
Eastern Bank 0.00% No change 100 $909
Silver Grove Financial Group, Inc. 0.00% New 93 $845
Medallion Wealth Advisors, LLC 0.00% No change 83 $754
Barrett & Company, Inc. 0.00% No change 75 $682
Pacific Center for Financial Services 0.00% No change 62 $564
Proathlete Wealth Management LLC 0.00% No change 61 $554
Eukles Asset Management 0.00% No change 55 $500
Natixis 0.00% No change 52 $473
IFS Advisors, LLC 0.00% No change 50 $454
Bell Investment Advisors, Inc 0.00% No change 41 $373
SOA Wealth Advisors, LLC. 0.00% No change 40 $364
Vision Retirement, LLC 0.00% No change 30 $273
Montag A & Associates Inc. 0.00% No change 30 $273
KERR FINANCIAL PLANNING Corp 0.00% Add +12.0% 28 $255
JNBA Financial Advisors 0.00% No change 20 $182
Fairscale Capital, LLC 0.00% No change 17 $155
Cassaday & Co Wealth Management LLC 0.00% No change 15 $137
Transamerica Financial Advisors, LLC 0.00% Add +100.0% 14 $127
Golden State Wealth Management, LLC 0.00% No change 14 $127
PlanVest Financial, Inc 0.00% New 12 $109
Godfrey Financial Associates, Inc. 0.00% No change 10 $91
Hurley Capital, LLC 0.00% No change 10 $91
Strategic Investment Solutions, Inc. 0.00% No change 10 $91
Caitlin John, LLC 0.00% No change 10 $91
Networth Advisors, LLC 0.00% No change 7 $64
Oakworth Capital, Inc. 0.00% No change 5 $47
Strategic Advocates LLC 0.00% No change 5 $45
North Star Investment Management Corp. 0.00% No change 5 $45
Heritage Wealth Advisors 0.00% No change 3 $27
Elevated Capital Advisors, LLC 0.00% No change 3 $27
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 2 $18
Measured Wealth Private Client Group, LLC 0.00% No change 2 $14
MCF Advisors LLC 0.00% No change 1 $10
Basepoint Wealth LLC 0.00% No change 1 $7
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.