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, Q4 2021
Institutional positions in C3.ai, Inc. as of Dec 31, 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
- 255
- +14 vs. Q3 2021
- Shares held
- 49.3M
- +2.67M (+5.7%) vs. Q3 2021
- Total value
- $1.54B
- −$620.0M (−28.7%) vs. Q3 2021
- New holders
- 75
- 92 more added
- Sold out
- 61
- 50 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 277 | $9.00K | 0.00% | +50+22.0% | Added |
| Parallel Advisors, LLC | 265 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 240 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 269 | $8.00K | 0.00% | +269 | New |
| TCI Wealth Advisors, Inc. | 236 | $7.00K | 0.00% | +186+372.0% | Added |
| PFS Partners, LLC | 200 | $6.25K | 0.00% | +200 | New |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| Banque Cantonale Vaudoise | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 205 | $6.00K | 0.00% | +205 | New |
| Manchester Capital Management LLC | 200 | $6.00K | 0.00% | +200 | New |
| Signaturefd, LLC | 175 | $5.00K | 0.00% | −50−22.2% | Reduced |
| Resources Management Corp | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 172 | $5.00K | 0.00% | +172 | New |
| Baillie Gifford & Co | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 129 | $4.00K | 0.00% | +129 | New |
| Covestor Ltd | 115 | $4.00K | 0.01% | +115 | New |
| Crewe Advisors LLC | 100 | $3.00K | 0.00% | −250−71.4% | Reduced |
| BerganKDV Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 99 | $3.00K | 0.00% | +99 | New |
| Outfitter Financial LLC | 100 | $3.00K | 0.00% | +100 | New |
| NVWM, LLC | 61 | $2.00K | 0.00% | −375−86.0% | Reduced |
| FMR LLC | 68 | $2.00K | 0.00% | −19−21.8% | Reduced |
| First Manhattan Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $2.00K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 57 | $2.00K | 0.00% | +49+612.5% | Added |
| Huntington National Bank | 57 | $2.00K | 0.00% | +57 | New |
| Optimum Investment Advisors | 70 | $2.00K | 0.00% | +70 | New |
| Pacific Center for Financial Services | 62 | $2.00K | 0.00% | +62 | New |
| EverSource Wealth Advisors, LLC | 69 | $2.00K | 0.00% | +69 | New |
| TD Waterhouse Canada Inc. | 42 | $1.65K | 0.00% | +42 | New |
| BDO Wealth Advisors, LLC | 30 | $1.00K | 0.00% | −609−95.3% | Reduced |
| CNB Bank | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 19 | $1.00K | 0.00% | +4+26.7% | Added |
| Bogart Wealth, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $1.00K | 0.00% | +18 | New |
| Quadrant Capital Group LLC | 39 | $1.00K | 0.00% | +39 | New |
| Versant Capital Management, Inc | 20 | $1.00K | 0.00% | +20 | New |
| Fortitude Advisory Group L.L.C. | 25 | $1.00K | 0.00% | +25 | New |
| TD Private Client Wealth LLC | 19 | $594 | 0.00% | +19 | New |
| Leonteq Securities AG | 2 | $62 | 0.00% | +2 | New |
| Dividend Assets Capital, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9 | $0 | 0.00% | +9 | New |
| Assetmark, Inc | 10 | $0 | 0.00% | +10 | New |
| Private Ocean, LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −3,822,434−100.0% | Sold out |
| Spring Creek Capital LLC | 0 | $0 | 0.00% | −2,380,952−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −428,000−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −394,426−100.0% | Sold out |
| Kayak Investment Partners LLC | 0 | $0 | 0.00% | −318,398−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −147,998−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −53,959−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −47,618−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −42,763−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −21,736−100.0% | Sold out |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −18,815−100.0% | Sold out |
| Asset Management Corp | 0 | $0 | 0.00% | −16,855−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,243−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −14,181−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −13,652−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −12,832−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −10,148−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −9,784−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,551−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −8,526−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −8,040−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −7,845−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Sicart Associates LLC | 0 | $0 | 0.00% | −7,465−100.0% | Sold out |
| 1623 Capital LLC | 0 | $0 | 0.00% | −6,986−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,922−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −6,733−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −6,706−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −5,509−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −5,333−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −5,165−100.0% | Sold out |
| Brandywine Managers, LLC | 0 | $0 | 0.00% | −5,028−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,916−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −4,874−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,531−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −589−100.0% | Sold out |