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, Q3 2021
Institutional positions in C3.ai, Inc. as of Sep 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
- 243
- +4 vs. Q2 2021
- Shares held
- 51.2M
- +9.17M (+21.9%) vs. Q2 2021
- Total value
- $2.37B
- −$256.1M (−9.7%) vs. Q2 2021
- New holders
- 48
- 99 more added
- Sold out
- 44
- 51 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 340 | $0 | 0.00% | −240−41.4% | Reduced |
| Burleson & Company, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $0 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 2 | $93 | 0.00% | −2−50.0% | Reduced |
| Berman Capital Advisors, LLC | 27 | $1.00K | 0.00% | −22−44.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $1.00K | 0.00% | +7+53.8% | Added |
| Dividend Assets Capital, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| State of Wyoming | 38 | $2.00K | 0.00% | −87−69.6% | Reduced |
| Asset Dedication, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $2.00K | 0.00% | +20+66.7% | Added |
| 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 |
| Toth Financial Advisory Corp | 35 | $2.00K | 0.00% | +35 | New |
| TCI Wealth Advisors, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Carolina Wealth Advisors, LLC | 42 | $2.00K | 0.00% | +42 | New |
| Mizuho Securities Co. Ltd. | 68 | $3.00K | 0.00% | +1+1.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 80 | $3.00K | 0.00% | +80 | New |
| FourThought Financial, LLC | 76 | $3.00K | 0.00% | +76 | New |
| FMR LLC | 87 | $4.00K | 0.00% | −42−32.6% | Reduced |
| Tortoise Investment Management, LLC | 80 | $4.00K | 0.00% | +80 | New |
| Baillie Gifford & Co | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 180 | $8.00K | 0.00% | +180 | New |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Jacobi Capital Management LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 194 | $9.00K | 0.00% | +30+18.3% | Added |
| Signaturefd, LLC | 225 | $10.0K | 0.00% | +150+200.0% | Added |
| IFP Advisors, Inc | 227 | $11.0K | 0.00% | +100+78.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 240 | $11.1K | 0.00% | +240 | New |
| Parallel Advisors, LLC | 265 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 310 | $14.0K | 0.01% | +310 | New |
| Crewe Advisors LLC | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 350 | $16.0K | 0.00% | +50+16.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 375 | $17.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 390 | $18.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 393 | $18.0K | 0.00% | +393 | New |
| NVWM, LLC | 436 | $20.0K | 0.01% | +221+102.8% | Added |
| Corbenic Partners LLC | 452 | $21.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 459 | $21.0K | 0.00% | +187+68.8% | Added |
| Harbor Investment Advisory, LLC | 500 | $23.0K | 0.00% | +200+66.7% | Added |
| North Star Investment Management Corp. | 518 | $24.0K | 0.00% | +495+2,152.2% | Added |
| Geneos Wealth Management Inc. | 563 | $25.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 582 | $27.0K | 0.00% | +100+20.7% | Added |
| Arkadios Wealth Advisors | 589 | $27.0K | 0.00% | +9+1.6% | Added |
| Sargent Bickham Lagudis LLC | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 639 | $30.0K | 0.00% | −38−5.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 700 | $32.0K | 0.00% | +300+75.0% | Added |
| Brewin Dolphin Ltd | 792 | $36.7K | 0.00% | −809−50.5% | Reduced |
| NEXT Financial Group, Inc | 892 | $41.0K | 0.00% | +300+50.7% | Added |
| Cutler Group LP | 900 | $41.0K | 0.00% | +520+136.8% | Added |
| Albion Financial Group | 1,025 | $47.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,109 | $51.4K | 0.00% | +492+79.7% | Added |
| Harbour Investments, Inc. | 1,369 | $63.0K | 0.00% | +1,094+397.8% | Added |
| Shell Asset Management Co | 1,708 | $79.0K | 0.00% | −60−3.4% | Reduced |
| Salem Investment Counselors Inc | 1,700 | $79.0K | 0.00% | +1,625+2,166.7% | Added |
| Captrust Financial Advisors | 1,736 | $80.0K | 0.00% | +1,289+288.4% | Added |
| US Bancorp | 1,967 | $91.0K | 0.00% | +1,267+181.0% | Added |
| SG3 Management, LLC | 2,000 | $93.0K | 0.03% | −4,000−66.7% | Reduced |
| AdvisorNet Financial, Inc | 2,000 | $93.0K | 0.01% | −260−11.5% | Reduced |
| Ellis Investment Partners, LLC | 2,215 | $102.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,307 | $107.0K | 0.01% | −1,804−43.9% | Reduced |
| Ancora Advisors, LLC | 2,650 | $123.0K | 0.00% | 00.0% | Unchanged |
| Hershey Trust Co | 2,667 | $124.0K | 0.00% | −4,000−60.0% | Reduced |
| Fifth Third Bancorp | 2,723 | $126.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,966 | $137.0K | 0.01% | −395−11.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,370 | $156.0K | 0.00% | −13,193−79.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,630 | $168.0K | 0.00% | +924+34.1% | Added |
| Rockefeller Capital Management L.P. | 3,672 | $170.0K | 0.00% | +585+19.0% | Added |
| Advisors Asset Management, Inc. | 3,766 | $175.0K | 0.00% | +968+34.6% | Added |
| Creative Financial Designs Inc | 3,823 | $177.0K | 0.03% | +1,433+60.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,379 | $203.0K | 0.00% | +2,037+87.0% | Added |
| Cetera Advisor Networks LLC | 4,531 | $210.0K | 0.00% | +4,531 | New |
| Cetera Advisors LLC | 4,644 | $215.0K | 0.00% | −495−9.6% | Reduced |
| ExodusPoint Capital Management, LP | 4,759 | $221.0K | 0.00% | −31,578−86.9% | Reduced |
| Equitable Holdings, Inc. | 4,874 | $226.0K | 0.00% | +4,874 | New |
| Kestra Private Wealth Services, LLC | 4,916 | $228.0K | 0.01% | +4,916 | New |
| Brandywine Managers, LLC | 5,028 | $233.0K | 0.24% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 5,165 | $239.0K | 0.02% | +5,165 | New |
| Hamilton Lane Advisors LLC | 5,333 | $247.0K | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 5,509 | $255.0K | 0.14% | +5,509 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,590 | $257.0K | 0.00% | +5,590 | New |
| Oak Grove Capital LLC | 5,550 | $257.0K | 0.06% | +5,550 | New |
| Amalgamated Bank | 5,697 | $264.0K | 0.00% | +2,175+61.8% | Added |
| Newbridge Financial Services Group, Inc. | 5,802 | $269.0K | 0.17% | +4,199+261.9% | Added |
| Engineers Gate Manager LP | 5,815 | $269.0K | 0.02% | +5,815 | New |