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Livermore
Livermore
ZHEN

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, 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.

Institutional holdersQ3 2021: 243 institutions
Q1 2021: 203 institutionsQ2 2021: 241 institutionsQ3 2021: 243 institutionsQ4 2021: 255 institutionsQ1 2022: 230 institutionsQ2 2022: 216 institutionsQ3 2022: 225 institutionsQ4 2022: 219 institutionsQ1 2023: 304 institutionsQ2 2023: 316 institutionsQ3 2023: 297 institutionsQ4 2023: 314 institutionsQ1 2024: 308 institutionsQ2 2024: 339 institutionsQ3 2024: 318 institutionsQ4 2024: 376 institutionsQ1 2025: 343 institutionsQ2 2025: 376 institutionsQ3 2025: 329 institutionsQ4 2025: 344 institutionsQ1 2026: 319 institutionsQ2 2026: 320 institutions
Value heldQ3 2021: $2.37B
Q1 2021: $3.06BQ2 2021: $2.63BQ3 2021: $2.37BQ4 2021: $1.54BQ1 2022: $1.03BQ2 2022: $868.9MQ3 2022: $577.5MQ4 2022: $492.3MQ1 2023: $1.74BQ2 2023: $1.65BQ3 2023: $1.21BQ4 2023: $1.55BQ1 2024: $1.36BQ2 2024: $1.61BQ3 2024: $1.45BQ4 2024: $2.30BQ1 2025: $1.35BQ2 2025: $1.67BQ3 2025: $1.19BQ4 2025: $1.05BQ1 2026: $715.2MQ2 2026: $881.8M
Institutions holding AI and their total value by quarter
QuarterHoldersValue
Q2 2026320$881.8M
Q1 2026319$715.2M
Q4 2025344$1.05B
Q3 2025329$1.19B
Q2 2025376$1.67B
Q1 2025343$1.35B
Q4 2024376$2.30B
Q3 2024318$1.45B
Q2 2024339$1.61B
Q1 2024308$1.36B
Q4 2023314$1.55B
Q3 2023297$1.21B
Q2 2023316$1.65B
Q1 2023304$1.74B
Q4 2022219$492.3M
Q3 2022225$577.5M
Q2 2022216$868.9M
Q1 2022230$1.03B
Q4 2021255$1.54B
Q3 2021243$2.37B
Q2 2021241$2.63B
Q1 2021203$3.06B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q2 2021.

Institutions holding AI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC225$10.0K0.00%+150+200.0%Added
Holloway Wealth Management, LLC–$9.00K0.00%––
Jacobi Capital Management LLC200$9.00K0.00%00.0%Unchanged
Banque Cantonale Vaudoise200$9.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC194$9.00K0.00%+30+18.3%Added
Gerber Kawasaki Wealth & Investment Management180$8.00K0.00%+180New
Resources Management Corp150$7.00K0.00%00.0%Unchanged
Baillie Gifford & Co117$5.00K0.00%00.0%Unchanged
Covington Capital Management100$5.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC100$5.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC100$5.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.100$5.00K0.00%00.0%Unchanged
FMR LLC87$4.00K0.00%−42−32.6%Reduced
Tortoise Investment Management, LLC80$4.00K0.00%+80New
Mizuho Securities Co. Ltd.68$3.00K0.00%+1+1.5%Added
Skandinaviska Enskilda Banken AB (publ)60$3.00K0.00%00.0%Unchanged
First Manhattan Co80$3.00K0.00%+80New
FourThought Financial, LLC76$3.00K0.00%+76New
State of Wyoming38$2.00K0.00%−87−69.6%Reduced
Asset Dedication, LLC50$2.00K0.00%00.0%Unchanged
NewSquare Capital LLC40$2.00K0.00%00.0%Unchanged
CNB Bank42$2.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.50$2.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc50$2.00K0.00%+20+66.7%Added
Carmichael Hill & Associates, Inc.35$2.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC38$2.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp35$2.00K0.00%+35New
TCI Wealth Advisors, Inc.50$2.00K0.00%+50New
Carolina Wealth Advisors, LLC42$2.00K0.00%+42New
Berman Capital Advisors, LLC27$1.00K0.00%−22−44.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC35$1.00K0.00%00.0%Unchanged
Howe & Rusling Inc20$1.00K0.00%+7+53.8%Added
Dividend Assets Capital, LLC15$1.00K0.00%00.0%Unchanged
Bogart Wealth, LLC20$1.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC15$1.00K0.00%00.0%Unchanged
Pacifica Partners Inc.25$1.00K0.00%00.0%Unchanged
Ellevest, Inc.15$1.00K0.00%+15New
Sutton Wealth Advisors Inc.2$930.00%−2−50.0%Reduced
Eaton Vance Management340$00.00%−240−41.4%Reduced
Burleson & Company, LLC8$00.00%00.0%Unchanged
MCF Advisors LLC2$00.00%00.0%Unchanged
Bell Investment Advisors, Inc8$00.00%+8New
Federated Hermes, Inc.2––−178−98.9%Reduced
Coatue Management LLCSuperinvestorCoatue Management0$00.00%−778,451−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−612,702−100.0%Sold out
Eagle Asset Management Inc0$00.00%−347,857−100.0%Sold out
Caas Capital Management LP0$00.00%−120,418−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−120,000−100.0%Sold out
Element Capital Management LLC0$00.00%−100,462−100.0%Sold out
SG Americas Securities, LLC0$00.00%−45,482−100.0%Sold out
Advisor Resource Council0$00.00%−42,727−100.0%Sold out
Monashee Investment Management LLC0$00.00%−40,000−100.0%Sold out
Keel Point, LLC0$00.00%−30,682−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−30,626−100.0%Sold out
BP PLC0$00.00%−20,000−100.0%Sold out
Ergoteles LLC0$00.00%−13,757−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−13,380−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−12,000−100.0%Sold out
Telemus Capital, LLC0$00.00%−11,850−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−8,131−100.0%Sold out
MetLife Investment Management0$00.00%−8,000−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−6,492−100.0%Sold out
Seven Eight Capital, LP0$00.00%−6,401−100.0%Sold out
Enlightenment Research, LLC0$00.00%−5,200−100.0%Sold out
Hellman Jordan Management Co Inc0$00.00%−5,000−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−5,000−100.0%Sold out
Boston Private Wealth LLC0$00.00%−4,280−100.0%Sold out
Vivid Financial Management, Inc.0$00.00%−3,975−100.0%Sold out
Regal Investment Advisors LLC0$00.00%−3,825−100.0%Sold out
Cherry Creek Investment Advisors, Inc.0$00.00%−3,785−100.0%Sold out
CIBC Asset Management Inc0$00.00%−3,532−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−3,385−100.0%Sold out
Probity Advisors, Inc.0$00.00%−3,376−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−3,379−100.0%Sold out
IVC Wealth Advisors LLC0$00.00%−3,325−100.0%Sold out
Skylands Capital, LLC0$00.00%−3,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−730−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−625−100.0%Sold out
Gables Capital Management Inc.0$00.00%−500−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−460−100.0%Sold out
Glassman Wealth Services0$00.00%−400−100.0%Sold out
KB Financial Partners, LLC0$00.00%−150−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−60−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−50−100.0%Sold out
Meeder Asset Management Inc0$00.00%−8−100.0%Sold out
ACT Capital Management, LLC0$00.00%−80−100.0%Sold out
Institutional & Family Asset Management, LLC0$00.00%−13−100.0%Sold out
Castleview Partners, LLC––––Not filed
CWM, LLC––––Not filed