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 8 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 |
|---|---|---|---|---|---|
| Creative Planning | 10,114 | $632.0K | 0.00% | +2,688+36.2% | Added |
| Cornerstone Advisory, LLC | 10,000 | $625.0K | 0.11% | +10,000 | New |
| CIBC World Markets Inc. | 9,776 | $611.0K | 0.00% | +350+3.7% | Added |
| Wedbush Securities Inc | 9,743 | $609.0K | 0.03% | +1,065+12.3% | Added |
| Asset Management Corp | 9,330 | $583.0K | 0.38% | −329−3.4% | Reduced |
| HSBC Holdings PLC | 9,078 | $579.0K | 0.00% | +5,715+169.9% | Added |
| Lesa Sroufe & Co | 9,109 | $570.0K | 0.57% | +9,109 | New |
| Virtu Financial LLC | 8,595 | $537.0K | 0.05% | +8,595 | New |
| Keybank National Association | 8,548 | $535.0K | 0.00% | +8,548 | New |
| State Board of Administration of Florida Retirement System | 8,334 | $521.0K | 0.00% | +8,334 | New |
| Perigon Wealth Management, LLC | 8,219 | $514.0K | 0.05% | +3,119+61.2% | Added |
| Manufacturers Life Insurance Company, The | 8,131 | $508.0K | 0.00% | −7,097−46.6% | Reduced |
| Cerity Partners LLC | 8,040 | $503.0K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 8,021 | $502.0K | 0.15% | +8,021 | New |
| MetLife Investment Management | 8,000 | $500.2K | 0.00% | +8,000 | New |
| Main Street Financial Solutions, LLC | 7,745 | $484.0K | 0.08% | +120+1.6% | Added |
| Sicart Associates LLC | 7,585 | $474.0K | 0.11% | +7,585 | New |
| Ameriprise Financial Inc | 7,245 | $453.0K | 0.00% | +7,245 | New |
| Titus Wealth Management | 7,185 | $449.0K | 0.24% | +3,360+87.8% | Added |
| BlueMar Capital Management, LLC | 6,704 | $419.0K | 0.10% | −851−11.3% | Reduced |
| Avidian Wealth Solutions, LLC | 6,700 | $419.0K | 0.03% | +1,700+34.0% | Added |
| Sage Rhino Capital LLC | 6,706 | $419.0K | 0.12% | +6,706 | New |
| Hershey Trust Co | 6,667 | $417.0K | 0.00% | +4,000+150.0% | Added |
| Jump Financial, LLC | 6,646 | $415.0K | 0.04% | +6,646 | New |
| Arizona State Retirement System | 6,621 | $414.0K | 0.00% | +6,621 | New |
| Bedell Frazier Investment Counseling, LLC | 6,517 | $408.0K | 0.10% | +1,437+28.3% | Added |
| IHT Wealth Management, LLC | 6,492 | $406.0K | 0.03% | +6,492 | New |
| Treasurer of the State of North Carolina | 6,400 | $400.0K | 0.00% | +690+12.1% | Added |
| Seven Eight Capital, LP | 6,401 | $400.0K | 0.06% | +6,401 | New |
| Man Group plc | 6,051 | $378.0K | 0.00% | +651+12.1% | Added |
| SG3 Management, LLC | 6,000 | $375.0K | 0.16% | +6,000 | New |
| The PNC Financial Services Group, Inc. | 5,830 | $365.0K | 0.00% | +3,716+175.8% | Added |
| Hamilton Lane Advisors LLC | 5,333 | $333.0K | 0.10% | +5,333 | New |
| Enlightenment Research, LLC | 5,200 | $325.0K | 0.41% | −100−1.9% | Reduced |
| Cetera Advisors LLC | 5,139 | $321.0K | 0.01% | +1,705+49.7% | Added |
| Exchange Traded Concepts, LLC | 5,031 | $315.0K | 0.01% | +2,092+71.2% | Added |
| Brandywine Managers, LLC | 5,028 | $314.0K | 0.36% | −493−8.9% | Reduced |
| Gamco Investors, Inc. Et Al | 5,000 | $313.0K | 0.00% | 00.0% | Unchanged |
| Hellman Jordan Management Co Inc | 5,000 | $313.0K | 0.56% | +5,000 | New |
| HighTower Advisors, LLC | 4,714 | $296.0K | 0.00% | −2,471−34.4% | Reduced |
| Laurion Capital Management LP | 4,578 | $286.0K | 0.00% | −25,422−84.7% | Reduced |
| Boston Private Wealth LLC | 4,280 | $267.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,111 | $257.0K | 0.02% | +1,796+77.6% | Added |
| Vivid Financial Management, Inc. | 3,975 | $249.0K | 0.10% | +3,975 | New |
| Regal Investment Advisors LLC | 3,825 | $239.0K | 0.02% | +3,825 | New |
| Cherry Creek Investment Advisors, Inc. | 3,785 | $237.0K | 0.16% | +3,785 | New |
| Voya Investment Management LLC | 3,733 | $233.0K | 0.00% | −918−19.7% | Reduced |
| CIBC Asset Management Inc | 3,532 | $221.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,522 | $220.0K | 0.00% | +3,522 | New |
| Cary Street Partner Investment Advisory LLC | 3,385 | $212.0K | 0.07% | +3,385 | New |
| Probity Advisors, Inc. | 3,376 | $211.0K | 0.04% | +3,376 | New |
| Bridgefront Capital, LLC | 3,379 | $211.0K | 0.08% | +3,379 | New |
| Evoke Wealth, LLC | 3,361 | $210.0K | 0.01% | +1,180+54.1% | Added |
| IVC Wealth Advisors LLC | 3,325 | $208.0K | 0.15% | +3,325 | New |
| Rockefeller Capital Management L.P. | 3,087 | $193.0K | 0.00% | +2,387+341.0% | Added |
| Skylands Capital, LLC | 3,000 | $188.0K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,839 | $178.0K | 0.00% | −29,509−91.2% | Reduced |
| Advisors Asset Management, Inc. | 2,798 | $175.0K | 0.00% | +2,798 | New |
| Fifth Third Bancorp | 2,723 | $170.0K | 0.00% | +1,450+113.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,706 | $169.0K | 0.00% | −137−4.8% | Reduced |
| Ancora Advisors, LLC | 2,650 | $166.0K | 0.00% | +1,550+140.9% | Added |
| Creative Financial Designs Inc | 2,390 | $149.0K | 0.03% | +1,179+97.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,342 | $146.0K | 0.00% | +2,342 | New |
| AdvisorNet Financial, Inc | 2,260 | $141.0K | 0.01% | +1,210+115.2% | Added |
| Ellis Investment Partners, LLC | 2,215 | $138.0K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,768 | $111.0K | 0.00% | +1,768 | New |
| Brewin Dolphin Ltd | 1,601 | $100.1K | 0.00% | +590+58.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,603 | $100.0K | 0.06% | +450+39.0% | Added |
| Deutsche Bank AG | 1,476 | $92.0K | 0.00% | −52,547−97.3% | Reduced |
| Castleview Partners, LLC | 1,371 | $86.0K | 0.04% | +1,371 | New |
| Albion Financial Group | 1,025 | $64.0K | 0.01% | +1,025 | New |
| Advisory Services Network, LLC | 730 | $46.0K | 0.00% | +730 | New |
| US Bancorp | 700 | $44.0K | 0.00% | +185+35.9% | Added |
| BDO Wealth Advisors, LLC | 677 | $42.0K | 0.00% | −100−12.9% | Reduced |
| Strategic Blueprint, LLC | 625 | $39.0K | 0.01% | +625 | New |
| Metropolitan Life Insurance Co | 617 | $38.6K | 0.00% | −374−37.7% | Reduced |
| Sargent Bickham Lagudis LLC | 600 | $38.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 592 | $37.0K | 0.00% | +300+102.7% | Added |
| Eaton Vance Management | 580 | $36.0K | 0.00% | +580 | New |
| Arkadios Wealth Advisors | 580 | $36.0K | 0.00% | +580 | New |
| Geneos Wealth Management Inc. | 563 | $34.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $31.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 482 | $30.1K | 0.00% | +345+251.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 460 | $29.0K | 0.01% | +460 | New |
| Corbenic Partners LLC | 452 | $28.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 447 | $28.0K | 0.00% | +11+2.5% | Added |
| Glassman Wealth Services | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 400 | $25.0K | 0.00% | +400 | New |
| RPG Investment Advisory, LLC | 390 | $24.0K | 0.00% | +390 | New |
| 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 |
| Crewe Advisors LLC | 350 | $22.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $19.0K | 0.00% | +100+50.0% | 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 |
| NVWM, LLC | 215 | $14.0K | 0.01% | +173+411.9% | Added |
| Jacobi Capital Management LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $13.0K | 0.00% | – | New |