C3.ai, Inc.
AI- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001577526
In the last 90 days, C3.ai, Inc. insiders filed 0 open-market purchases and 10 sales; 320 institutions reported holding it in 13F filings for Q2 2026, worth $881.8M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in C3.ai, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 241
- +38 vs. Q1 2021
- Shares held
- 42.0M
- −4.55M (−9.8%) vs. Q1 2021
- Total value
- $2.63B
- −$437.0M (−14.3%) vs. Q1 2021
- New holders
- 77
- 89 more added
- Sold out
- 39
- 37 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 320 | $881.8M |
| Q1 2026 | 319 | $715.2M |
| Q4 2025 | 344 | $1.05B |
| Q3 2025 | 329 | $1.19B |
| Q2 2025 | 376 | $1.67B |
| Q1 2025 | 343 | $1.35B |
| Q4 2024 | 376 | $2.30B |
| Q3 2024 | 318 | $1.45B |
| Q2 2024 | 339 | $1.61B |
| Q1 2024 | 308 | $1.36B |
| Q4 2023 | 314 | $1.55B |
| Q3 2023 | 297 | $1.21B |
| Q2 2023 | 316 | $1.65B |
| Q1 2023 | 304 | $1.74B |
| Q4 2022 | 219 | $492.3M |
| Q3 2022 | 225 | $577.5M |
| Q2 2022 | 216 | $868.9M |
| Q1 2022 | 230 | $1.03B |
| Q4 2021 | 255 | $1.54B |
| Q3 2021 | 243 | $2.37B |
| Q2 2021 | 241 | $2.63B |
| Q1 2021 | 203 | $3.06B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MCF Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4 | $250 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 23 | $1.00K | 0.00% | +10+76.9% | Added |
| Howe & Rusling Inc | 13 | $1.00K | 0.00% | +13 | New |
| Meeder Asset Management Inc | 8 | $1.00K | 0.00% | +8 | New |
| Dividend Assets Capital, LLC | 15 | $1.00K | 0.00% | +15 | New |
| ACT Capital Management, LLC | 80 | $1.00K | 0.00% | +80 | New |
| Institutional & Family Asset Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Bogart Wealth, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Burleson & Company, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Global Retirement Partners, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 30 | $2.00K | 0.00% | +30 | New |
| FNY Investment Advisers, LLC | 60 | $3.00K | 0.00% | −190−76.0% | Reduced |
| NewSquare Capital LLC | 40 | $3.00K | 0.00% | −40−50.0% | Reduced |
| CNB Bank | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Berman Capital Advisors, LLC | 49 | $3.00K | 0.00% | +49 | New |
| Tradition Wealth Management, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Mizuho Securities Co. Ltd. | 67 | $4.00K | 0.00% | +1+1.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $5.00K | 0.00% | +45+150.0% | Added |
| Covington Capital Management | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $6.00K | 0.00% | +100 | New |
| BerganKDV Wealth Management, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Baillie Gifford & Co | 117 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 127 | $8.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 125 | $8.00K | 0.01% | +20+19.0% | Added |
| FMR LLC | 129 | $8.00K | 0.00% | +87+207.1% | Added |
| KB Financial Partners, LLC | 150 | $9.00K | 0.00% | −18−10.7% | Reduced |
| Resources Management Corp | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 164 | $10.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 180 | $11.0K | 0.00% | +180 | New |
| Jacobi Capital Management LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $13.0K | 0.00% | – | New |
| Banque Cantonale Vaudoise | 200 | $13.0K | 0.00% | +200 | New |
| NVWM, LLC | 215 | $14.0K | 0.01% | +173+411.9% | Added |
| American International Group, Inc. | 272 | $17.0K | 0.00% | −50−15.5% | Reduced |
| Harbour Investments, Inc. | 275 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 265 | $17.0K | 0.00% | +48+22.1% | Added |
| Harbor Investment Advisory, LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $19.0K | 0.00% | +100+50.0% | Added |
| Crewe Advisors LLC | 350 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 380 | $23.0K | 0.00% | −442−53.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 375 | $23.0K | 0.00% | −161−30.0% | Reduced |
| RPG Investment Advisory, LLC | 390 | $24.0K | 0.00% | +390 | New |
| Glassman Wealth Services | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 400 | $25.0K | 0.00% | +400 | New |
| Corbenic Partners LLC | 452 | $28.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 447 | $28.0K | 0.00% | +11+2.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 460 | $29.0K | 0.01% | +460 | New |
| Federation des caisses Desjardins du Quebec | 482 | $30.1K | 0.00% | +345+251.8% | Added |
| Gables Capital Management Inc. | 500 | $31.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 563 | $34.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 580 | $36.0K | 0.00% | +580 | New |
| Arkadios Wealth Advisors | 580 | $36.0K | 0.00% | +580 | New |
| NEXT Financial Group, Inc | 592 | $37.0K | 0.00% | +300+102.7% | Added |
| Sargent Bickham Lagudis LLC | 600 | $38.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 617 | $38.6K | 0.00% | −374−37.7% | Reduced |
| Strategic Blueprint, LLC | 625 | $39.0K | 0.01% | +625 | New |
| BDO Wealth Advisors, LLC | 677 | $42.0K | 0.00% | −100−12.9% | Reduced |
| US Bancorp | 700 | $44.0K | 0.00% | +185+35.9% | Added |
| Advisory Services Network, LLC | 730 | $46.0K | 0.00% | +730 | New |
| Albion Financial Group | 1,025 | $64.0K | 0.01% | +1,025 | New |
| Castleview Partners, LLC | 1,371 | $86.0K | 0.04% | +1,371 | New |
| Deutsche Bank AG | 1,476 | $92.0K | 0.00% | −52,547−97.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,603 | $100.0K | 0.06% | +450+39.0% | Added |
| Brewin Dolphin Ltd | 1,601 | $100.1K | 0.00% | +590+58.4% | Added |
| Shell Asset Management Co | 1,768 | $111.0K | 0.00% | +1,768 | New |
| Ellis Investment Partners, LLC | 2,215 | $138.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,260 | $141.0K | 0.01% | +1,210+115.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,342 | $146.0K | 0.00% | +2,342 | New |
| Creative Financial Designs Inc | 2,390 | $149.0K | 0.03% | +1,179+97.4% | Added |
| Ancora Advisors, LLC | 2,650 | $166.0K | 0.00% | +1,550+140.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,706 | $169.0K | 0.00% | −137−4.8% | Reduced |
| Fifth Third Bancorp | 2,723 | $170.0K | 0.00% | +1,450+113.9% | Added |
| Advisors Asset Management, Inc. | 2,798 | $175.0K | 0.00% | +2,798 | New |
| Parallax Volatility Advisers, L.P. | 2,839 | $178.0K | 0.00% | −29,509−91.2% | Reduced |
| Skylands Capital, LLC | 3,000 | $188.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,087 | $193.0K | 0.00% | +2,387+341.0% | Added |
| IVC Wealth Advisors LLC | 3,325 | $208.0K | 0.15% | +3,325 | New |
| Evoke Wealth, LLC | 3,361 | $210.0K | 0.01% | +1,180+54.1% | Added |
| Probity Advisors, Inc. | 3,376 | $211.0K | 0.04% | +3,376 | New |
| Bridgefront Capital, LLC | 3,379 | $211.0K | 0.08% | +3,379 | New |
| Cary Street Partner Investment Advisory LLC | 3,385 | $212.0K | 0.07% | +3,385 | New |
| Amalgamated Bank | 3,522 | $220.0K | 0.00% | +3,522 | New |
| CIBC Asset Management Inc | 3,532 | $221.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 3,733 | $233.0K | 0.00% | −918−19.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 3,785 | $237.0K | 0.16% | +3,785 | New |
| Regal Investment Advisors LLC | 3,825 | $239.0K | 0.02% | +3,825 | New |
| Vivid Financial Management, Inc. | 3,975 | $249.0K | 0.10% | +3,975 | New |
| Centaurus Financial, Inc. | 4,111 | $257.0K | 0.02% | +1,796+77.6% | Added |
| Boston Private Wealth LLC | 4,280 | $267.0K | 0.00% | 00.0% | Unchanged |