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, Q1 2022
Institutional positions in C3.ai, Inc. as of Mar 31, 2022. 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
- 230
- −22 vs. Q4 2021
- Shares held
- 45.1M
- −4.11M (−8.4%) vs. Q4 2021
- Total value
- $1.03B
- −$513.9M (−33.4%) vs. Q4 2021
- New holders
- 37
- 79 more added
- Sold out
- 59
- 58 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 21 | $0 | 0.00% | −215−91.1% | Reduced |
| Covestor Ltd | 16 | $0 | 0.00% | −99−86.1% | Reduced |
| NVWM, LLC | 3 | $0 | 0.00% | −58−95.1% | Reduced |
| Howe & Rusling Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 12 | $0 | 0.00% | −7−36.8% | Reduced |
| Versant Capital Management, Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 7 | $0 | 0.00% | +2+40.0% | Added |
| Meeder Asset Management Inc | 15 | $0 | 0.00% | +15 | New |
| MCF Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| Leonteq Securities AG | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 25 | $1.00K | 0.00% | −150−85.7% | Reduced |
| Huntington National Bank | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 66 | $1.00K | 0.00% | +48+266.7% | Added |
| BDO Wealth Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $1.00K | 0.00% | +30+150.0% | Added |
| CNB Bank | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 30 | $1.00K | 0.00% | +30 | New |
| TCWP LLC | 71 | $1.00K | 0.00% | +71 | New |
| TD Waterhouse Canada Inc. | 42 | $1.21K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 90 | $2.00K | 0.00% | −750−89.3% | Reduced |
| BerganKDV Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 67 | $2.00K | 0.00% | −1−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 69 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 79 | $2.00K | 0.00% | +40+102.6% | Added |
| Sugarloaf Wealth Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Spire Wealth Management | 150 | $3.00K | 0.00% | −150−50.0% | Reduced |
| Resources Management Corp | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 117 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 140 | $3.00K | 0.00% | +41+41.4% | Added |
| Tarbox Family Office, Inc. | 150 | $3.00K | 0.00% | +150 | New |
| Global Retirement Partners, LLC | 170 | $3.00K | 0.00% | +170 | New |
| Tradition Wealth Management, LLC | 150 | $3.00K | 0.00% | +150 | New |
| Sargent Bickham Lagudis LLC | 200 | $5.00K | 0.00% | −400−66.7% | Reduced |
| Holloway Wealth Management, LLC | – | $5.00K | 0.00% | – | – |
| Banque Cantonale Vaudoise | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 205 | $5.00K | 0.00% | +76+58.9% | Added |
| Money Concepts Capital Corp | 210 | $5.00K | 0.00% | +210 | New |
| Parallel Advisors, LLC | 265 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 330 | $7.00K | 0.00% | −64−16.2% | Reduced |
| Ogorek Anthony Joseph | 310 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 345 | $8.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 375 | $9.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 414 | $10.0K | 0.00% | +64+18.3% | Added |
| CWM, LLC | 443 | $10.0K | 0.00% | +174+64.7% | Added |
| PFS Partners, LLC | 450 | $10.2K | 0.01% | +250+125.0% | Added |
| North Star Investment Management Corp. | 505 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 365 | $11.0K | 0.01% | +365 | New |
| Koshinski Asset Management, Inc. | 500 | $11.3K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 775 | $17.0K | 0.01% | −42,068−98.2% | Reduced |
| American International Group, Inc. | 767 | $17.0K | 0.00% | −1−0.1% | Reduced |
| Albion Financial Group | 1,025 | $23.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,466 | $33.0K | 0.00% | −216−12.8% | Reduced |
| Itau Unibanco Holding S.A. | 1,475 | $33.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,472 | $34.0K | 0.00% | +1,300+755.8% | Added |
| Gordian Capital Singapore Pte Ltd | 1,501 | $40.0K | 0.03% | −1,000−40.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,784 | $40.0K | 0.00% | −253−12.4% | Reduced |
| Benjamin Edwards Inc | 1,772 | $40.0K | 0.01% | +1,772 | New |
| Steward Partners Investment Advisory, LLC | 1,789 | $41.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 1,921 | $43.6K | 0.00% | +1,921 | New |
| Tevis Investment Management | 2,000 | $45.0K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,015 | $45.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,217 | $50.0K | 0.00% | −29−1.3% | Reduced |
| Claremont Financial Group, Inc. | 2,520 | $54.0K | 0.23% | +2,520 | New |
| Prospera Financial Services Inc | 2,464 | $56.0K | 0.00% | +2,464 | New |
| US Bancorp | 2,588 | $59.0K | 0.00% | +499+23.9% | Added |
| Hershey Trust Co | 2,667 | $61.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,900 | $66.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,069 | $70.0K | 0.00% | −5,700−65.0% | Reduced |
| Macquarie Group Ltd | 3,083 | $70.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,282 | $74.5K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $75.0K | 0.05% | – | – |
| Newbridge Financial Services Group, Inc. | 3,288 | $75.0K | 0.04% | −350−9.6% | Reduced |
| Creative Financial Designs Inc | 3,859 | $88.0K | 0.01% | +414+12.0% | Added |
| Daiwa Securities Group Inc. | 3,949 | $90.0K | 0.00% | +1,239+45.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,080 | $138.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,943 | $157.0K | 0.00% | +817+13.3% | Added |
| Deutsche Bank AG | 7,791 | $177.0K | 0.00% | +6,195+388.2% | Added |
| Captrust Financial Advisors | 8,897 | $202.0K | 0.00% | +1,180+15.3% | Added |
| Victory Capital Management Inc | 12,091 | $205.0K | 0.00% | −40−0.3% | Reduced |
| Credit Agricole S A | 9,200 | $209.0K | 0.01% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 9,280 | $211.0K | 0.14% | +1,025+12.4% | Added |
| Hamilton Lane Advisors LLC | 9,382 | $213.0K | 0.05% | +9,382 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,480 | $215.0K | 0.00% | +1,300+15.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 9,492 | $215.5K | 0.05% | +9,492 | New |
| American Portfolios Advisors | 9,661 | $219.3K | 0.01% | +1,605+19.9% | Added |
| Delphia (USA) Inc. | 9,688 | $220.0K | 0.16% | +9,688 | New |