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, Q4 2022
Institutional positions in C3.ai, Inc. as of Dec 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
- 219
- 0 vs. Q3 2022
- Shares held
- 44.0M
- −2.18M (−4.7%) vs. Q3 2022
- Total value
- $492.3M
- −$84.6M (−14.7%) vs. Q3 2022
- New holders
- 46
- 64 more added
- Sold out
- 46
- 63 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% | −50−50.0% | Reduced |
| Carolina Wealth Advisors, LLC | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $0 | 0.00% | −3−8.1% | Reduced |
| Covestor Ltd | 9 | $0 | 0.00% | −1−10.0% | Reduced |
| Ancora Advisors, LLC | 27 | $0 | 0.00% | +27 | New |
| NVWM, LLC | 3 | $34 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $45 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $56 | 0.00% | −500−99.0% | Reduced |
| Private Ocean, LLC | 7 | $79 | 0.00% | +7 | New |
| Clear Perspectives Financial Planning, LLC | 10 | $112 | 0.00% | +10 | New |
| Manchester Capital Management LLC | 17 | $190 | 0.00% | −39−69.6% | Reduced |
| Dark Forest Capital Management LP | 17 | $190 | 0.00% | +17 | New |
| Private Advisor Group, LLC | 17,669 | $198 | 0.00% | +320+1.8% | Added |
| Versant Capital Management, Inc | 20 | $224 | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 30 | $336 | 0.00% | +30 | New |
| JJJ Advisors Inc. | 30 | $362 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $391 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 35 | $392 | 0.00% | +35 | New |
| CNB Bank | 42 | $470 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $560 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $560 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 42 | $635 | 0.00% | −118−73.8% | Reduced |
| Huntington National Bank | 57 | $638 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 65 | $727 | 0.00% | −82−55.8% | Reduced |
| PayPay Securities Corp | 67 | $750 | 0.05% | +67 | New |
| Proequities, Inc. | 75 | $839 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,645 | $868 | 0.00% | +2,645 | New |
| Hantz Financial Services, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 100 | $1.12K | 0.00% | +100 | New |
| Allspring Global Investments Holdings, LLC | 101 | $1.13K | 0.00% | −3−2.9% | Reduced |
| Baillie Gifford & Co | 117 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 118 | $1.32K | 0.00% | +118 | New |
| Global Retirement Partners, LLC | 170 | $1.90K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 150 | $2.00K | 0.00% | +100+200.0% | Added |
| Sargent Bickham Lagudis LLC | 200 | $2.24K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 241 | $2.70K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 262 | $2.93K | 0.00% | +262 | New |
| Cary Street Partner Investment Advisory LLC | 300 | $3.36K | 0.00% | +300 | New |
| Hollencrest Capital Management | 365 | $4.08K | 0.00% | +365 | New |
| Allworth Financial LP | 400 | $4.48K | 0.00% | −13−3.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 488 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 500 | $5.59K | 0.00% | +20+4.2% | Added |
| EverSource Wealth Advisors, LLC | 518 | $5.80K | 0.00% | +518 | New |
| PFS Partners, LLC | 525 | $5.88K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 555 | $6.21K | 0.00% | +530+2,120.0% | Added |
| Simplex Trading, LLC | 710 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 699 | $7.82K | 0.00% | −140−16.7% | Reduced |
| Money Concepts Capital Corp | 700 | $7.83K | 0.00% | +690+6,900.0% | Added |
| Parallel Advisors, LLC | 703 | $7.87K | 0.00% | +370+111.1% | Added |
| Castleview Partners, LLC | 775 | $8.67K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 775 | $8.67K | 0.00% | +775 | New |
| Benjamin F. Edwards & Company, Inc. | 833 | $9.00K | 0.00% | −176−17.4% | Reduced |
| Quadrant Capital Group LLC | 852 | $9.53K | 0.00% | +842+8,420.0% | Added |
| Albion Financial Group | 1,000 | $11.2K | 0.00% | −25−2.4% | Reduced |
| Benjamin Edwards Inc | 1,039 | $12.0K | 0.00% | −3,680−78.0% | Reduced |
| Princeton Global Asset Management LLC | 1,200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,400 | $15.7K | 0.01% | +1,400 | New |
| CWM, LLC | 1,547 | $17.0K | 0.00% | +379+32.4% | Added |
| Itau Unibanco Holding S.A. | 1,665 | $18.6K | 0.00% | +266+19.0% | Added |
| Leonteq Securities AG | 1,732 | $19.4K | 0.00% | +80+4.8% | Added |
| Advisory Services Network, LLC | 1,967 | $22.0K | 0.00% | +1,967 | New |
| Advisors Asset Management, Inc. | 2,028 | $22.7K | 0.00% | −936−31.6% | Reduced |
| Belpointe Asset Management LLC | 2,407 | $26.9K | 0.00% | +2,407 | New |
| Newbridge Financial Services Group, Inc. | 2,408 | $26.9K | 0.02% | −410−14.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,646 | $29.6K | 0.00% | −1,551−37.0% | Reduced |
| FMR LLC | 2,656 | $29.7K | 0.00% | +1,922+261.9% | Added |
| National Bank of Canada | 2,907 | $32.5K | 0.00% | +109+3.9% | Added |
| Federation des caisses Desjardins du Quebec | 3,137 | $35.1K | 0.00% | −145−4.4% | Reduced |
| Aquatic Capital Management LLC | 3,200 | $36.0K | 0.00% | +3,200 | New |
| Metropolitan Life Insurance Co | 3,686 | $41.2K | 0.00% | −572−13.4% | Reduced |
| US Bancorp | 4,691 | $52.5K | 0.00% | +2,110+81.8% | Added |
| Daiwa Securities Group Inc. | 4,807 | $54.0K | 0.00% | +796+19.8% | Added |
| EWG Elevate Inc. | 5,686 | $63.6K | 0.03% | +5,686 | New |
| Canada Pension Plan Investment Board | 6,500 | $72.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,162 | $75.1K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 6,930 | $77.0K | 0.01% | −3,530−33.7% | Reduced |
| Clear Street Markets LLC | 7,171 | $80.0K | 0.02% | +7,171 | New |
| Pension & Wealth Management Advisors, Inc. | 7,513 | $84.1K | 0.07% | +7,513 | New |
| Centiva Capital, LP | 7,632 | $85.4K | 0.01% | +7,632 | New |
| Amalgamated Bank | 8,619 | $96.0K | 0.00% | −536−5.9% | Reduced |
| Pictet Asset Management SA | 10,023 | $112.0K | 0.00% | +10,023 | New |
| Corton Capital Inc. | 10,470 | $117.2K | 0.10% | +10,470 | New |
| Verition Fund Management LLC | 10,675 | $119.5K | 0.00% | −16,733−61.1% | Reduced |
| Alpine Global Management, LLC | 10,753 | $120.0K | 0.04% | +10,753 | New |
| Axq Capital, LP | 10,761 | $120.4K | 0.08% | +10,761 | New |
| CI Private Wealth, LLC | 11,050 | $123.6K | 0.00% | +11,050 | New |
| Virtu Financial LLC | 11,381 | $127.0K | 0.02% | −3,527−23.7% | Reduced |
| Captrust Financial Advisors | 11,496 | $128.6K | 0.00% | +11,496 | New |
| Rockefeller Capital Management L.P. | 11,620 | $130.0K | 0.00% | −4,634−28.5% | Reduced |
| AQR Capital Management LLC | 12,353 | $134.0K | 0.00% | +12,353 | New |
| Janus Henderson Group PLC | 12,377 | $138.4K | 0.00% | 00.0% | Unchanged |
| LGT Group Foundation | 12,500 | $139.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,500 | $139.9K | 0.00% | +3,675+41.6% | Added |
| International Assets Investment Management, LLC | 12,615 | $141.2K | 0.01% | +12,615 | New |
| Steward Partners Investment Advisory, LLC | 13,265 | $148.4K | 0.00% | +4,208+46.5% | Added |