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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 2023

Institutional positions in C3.ai, Inc. as of Mar 31, 2023. 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
304
+87 vs. Q4 2022
Shares held
52.0M
+7.98M (+18.1%) vs. Q4 2022
Total value
$1.74B
+$1.25B (+254.3%) vs. Q4 2022
New holders
127
90 more added
Sold out
40
56 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 304 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 heldQ1 2023: $1.74B
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, Q1 2023

Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q4 2022.

Institutions holding AI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC13$00.00%00.0%Unchanged
Covestor Ltd9$00.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.4$1350.00%00.0%Unchanged
North Star Investment Management Corp.5$1680.00%00.0%Unchanged
Sutton Wealth Advisors Inc.5$1680.00%+5New
Private Ocean, LLC7$2350.00%00.0%Unchanged
Clearview Wealth Advisors LLC7$2350.00%+7New
Farther Finance Advisors, LLC9$3020.00%+9New
Berkshire Capital Holdings Inc10$3360.00%+10New
Institutional & Family Asset Management, LLC19$6380.00%+19New
Carolina Wealth Advisors, LLC21$7050.00%−21−50.0%Reduced
Stone House Investment Management, LLC21$7050.00%+21New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC25$8390.00%−10−28.6%Reduced
Ridgewood Investments LLC25$8390.00%+25New
FNY Investment Advisers, LLC45$1.00K0.00%−5−10.0%Reduced
Ronald Blue Trust, Inc.52$1.00K0.00%+18+52.9%Added
Investors Research Corp35$1.18K0.00%+35New
JJJ Advisors Inc.55$1.20K0.00%+25+83.3%Added
Baker Avenue Asset Management, LP36$1.21K0.00%+1+2.9%Added
Ahrens Investment Partners LLC40$1.34K0.00%+40New
Nalls Sherbakoff Group, LLC50$1.38K0.00%+50New
CNB Bank42$1.41K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.48$1.61K0.00%−214−81.7%Reduced
Clearstead Advisors, LLC50$1.68K0.00%−450−90.0%Reduced
Center for Financial Planning, Inc.50$1.68K0.00%00.0%Unchanged
Gradient Investments LLC50$1.68K0.00%+50New
Ancora Advisors, LLC51$1.71K0.00%+24+88.9%Added
Huntington National Bank57$1.91K0.00%00.0%Unchanged
Hantz Financial Services, Inc.50$2.00K0.00%00.0%Unchanged
Asset Dedication, LLC50$2.00K0.00%00.0%Unchanged
Pacific Center for Financial Services62$2.08K0.00%+62New
Bell Investment Advisors, Inc81$2.72K0.00%−37−31.4%Reduced
Versant Capital Management, Inc82$2.75K0.00%+62+310.0%Added
PayPay Securities Corp83$2.79K0.19%+16+23.9%Added
Manchester Capital Management LLC89$2.99K0.00%+72+423.5%Added
Salem Investment Counselors Inc100$3.36K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC100$3.36K0.00%00.0%Unchanged
Global Retirement Partners, LLC220$3.83K0.00%+50+29.4%Added
Quent Capital, LLC117$3.93K0.00%−124−51.5%Reduced
Baillie Gifford & Co117$3.93K0.00%00.0%Unchanged
Winch Advisory Services, LLC115$4.00K0.00%+115New
Gordian Capital Singapore Pte Ltd101$4.00K0.01%+100+10,000.0%Added
Ogorek Anthony Joseph160$5.00K0.00%+160New
Tradition Wealth Management, LLC150$5.00K0.00%+150New
Householder Group Estate & Retirement Specialist, LLC150$5.00K0.00%+150New
Proequities, Inc.150$5.04K0.00%+75+100.0%Added
TD Waterhouse Canada Inc.142$5.30K0.00%+100+238.1%Added
Banque Cantonale Vaudoise200$6.00K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc210$7.05K0.00%+210New
Lindbrook Capital, LLC276$9.27K0.00%+211+324.6%Added
Cary Street Partner Investment Advisory LLC300$10.1K0.00%00.0%Unchanged
Concord Wealth Partners315$10.6K0.00%+315New
Hollencrest Capital Management365$12.3K0.00%00.0%Unchanged
WealthPLAN Partners, LLC368$12.4K0.00%+368New
Allworth Financial LP400$13.4K0.00%00.0%Unchanged
Chilton Capital Management LLC400$13.4K0.00%+400New
Truvestments Capital LLC445$14.9K0.01%+445New
Private Trust Co NA500$16.8K0.00%+500New
PFS Partners, LLC525$17.6K0.02%00.0%Unchanged
Strengthening Families & Communities, LLC550$18.0K0.02%+550New
Benjamin F. Edwards & Company, Inc.585$20.0K0.00%−248−29.8%Reduced
Migdal Insurance & Financial Holdings Ltd.736$20.0K0.00%+248+50.8%Added
EverSource Wealth Advisors, LLC644$21.6K0.00%+126+24.3%Added
Russell Investments Group, Ltd.758$25.4K0.00%+758New
Castleview Partners, LLC775$26.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust800$26.9K0.01%+800New
Tucker Asset Management LLC808$27.1K0.01%+808New
Quadrant Capital Group LLC860$28.9K0.00%+8+0.9%Added
Atlantic Private Wealth, LLC907$30.4K0.03%+907New
Albion Financial Group1,000$33.6K0.00%00.0%Unchanged
Gables Capital Management Inc.1,000$33.6K0.02%+1,000New
Sunbelt Securities, Inc.1,300$35.9K0.01%+1,300New
Parallel Advisors, LLC1,072$36.0K0.00%+369+52.5%Added
Itau Unibanco Holding S.A.1,656$55.6K0.00%−9−0.5%Reduced
ICA Group Wealth Management, LLC1,775$59.6K0.01%+1,000+129.0%Added
Belpointe Asset Management LLC1,900$63.8K0.00%−507−21.1%Reduced
Signaturefd, LLC1,983$66.6K0.00%+1,428+257.3%Added
CWM, LLC2,196$74.0K0.00%+649+42.0%Added
Harbour Investments, Inc.2,293$77.0K0.00%+1,594+228.0%Added
BDO Wealth Advisors, LLC2,417$81.1K0.01%+2,417New
National Bank of Canada3,052$100.7K0.00%+145+5.0%Added
Federation des caisses Desjardins du Quebec3,137$105.3K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,183$106.9K0.00%+537+20.3%Added
Metropolitan Life Insurance Co3,233$108.5K0.01%−453−12.3%Reduced
GWM Advisors LLC3,341$112.2K0.00%+696+26.3%Added
Ameritas Advisory Services, LLC3,679$116.8K0.01%+3,679New
FMR LLC3,492$117.2K0.00%+836+31.5%Added
Leonteq Securities AG3,732$125.3K0.01%+2,000+115.5%Added
Steward Partners Investment Advisory, LLC3,882$130.3K0.00%−9,383−70.7%Reduced
Advisory Services Network, LLC3,977$133.5K0.00%+2,010+102.2%Added
Parallax Volatility Advisers, L.P.4,025$135.1K0.00%+4,025New
Focused Wealth Management, Inc4,494$150.9K0.03%+4,444+8,888.0%Added
Ameritas Investment Partners, Inc.4,577$153.7K0.01%−585−11.3%Reduced
Spire Wealth Management4,631$155.5K0.01%+4,481+2,987.3%Added
Newbridge Financial Services Group, Inc.5,158$173.2K0.09%+2,750+114.2%Added
US Bancorp5,406$181.5K0.00%+715+15.2%Added
Allspring Global Investments Holdings, LLC5,515$185.1K0.00%+5,414+5,360.4%Added
Daiwa Securities Group Inc.5,981$201.0K0.00%+1,174+24.4%Added
O'Shaughnessy Asset Management, LLC6,089$204.4K0.00%+6,089New
Virginia Retirement Systems Et Al6,200$208.1K0.00%+6,200New