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, Q2 2023
Institutional positions in C3.ai, Inc. as of Jun 30, 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
- 316
- +16 vs. Q1 2023
- Shares held
- 45.3M
- −6.63M (−12.8%) vs. Q1 2023
- Total value
- $1.65B
- −$91.8M (−5.3%) vs. Q1 2023
- New holders
- 75
- 105 more added
- Sold out
- 59
- 93 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 13 | $0 | 0.00% | −39−75.0% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $109 | 0.00% | −16,288−100.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 4 | $146 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $182 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $364 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $365 | 0.00% | −990−99.0% | Reduced |
| Massmutual Trust Co FSB | 19 | $692 | 0.00% | +19 | New |
| Creative Financial Designs Inc | 20 | $729 | 0.00% | +20 | New |
| Kelly Financial Services LLC | 22 | $793 | 0.00% | +22 | New |
| WealthPLAN Partners, LLC | 25 | $911 | 0.00% | −343−93.2% | Reduced |
| Baker Avenue Asset Management, LP | 36 | $1.31K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 42 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $1.82K | 0.00% | +50 | New |
| Focused Wealth Management, Inc | 50 | $1.82K | 0.00% | −4,444−98.9% | Reduced |
| Clearstead Advisors, LLC | 50 | $1.82K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $1.82K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $1.82K | 0.00% | +50 | New |
| West Paces Advisors Inc. | 50 | $1.82K | 0.00% | +50 | New |
| Gordian Capital Singapore Pte Ltd | 51 | $1.86K | 0.00% | −50−49.5% | Reduced |
| Hantz Financial Services, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 57 | $2.08K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $2.10K | 0.00% | +50 | New |
| Pacific Center for Financial Services | 62 | $2.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 63 | $2.30K | 0.00% | −26−29.2% | Reduced |
| Gradient Investments LLC | 71 | $2.59K | 0.00% | +21+42.0% | Added |
| JJJ Advisors Inc. | 75 | $2.73K | 0.00% | +20+36.4% | Added |
| Bell Investment Advisors, Inc | 81 | $2.95K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $3.64K | 0.00% | +100 | New |
| Laurel Wealth Advisors LLC | 100 | $3.64K | 0.00% | +100 | New |
| CVA Family Office, LLC | 100 | $3.64K | 0.00% | +100 | New |
| PayPay Securities Corp | 101 | $3.68K | 0.23% | +18+21.7% | Added |
| Winch Advisory Services, LLC | 115 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| HM Payson & Co | 111 | $4.04K | 0.00% | +111 | New |
| Ridgewood Investments LLC | 125 | $4.55K | 0.00% | +100+400.0% | Added |
| Sutton Wealth Advisors Inc. | 125 | $4.55K | 0.00% | +120+2,400.0% | Added |
| Clearview Wealth Advisors LLC | 127 | $4.63K | 0.00% | +120+1,714.3% | Added |
| Quent Capital, LLC | 131 | $4.77K | 0.00% | +14+12.0% | Added |
| Ogorek Anthony Joseph | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 153 | $5.57K | 0.00% | +153 | New |
| TD Waterhouse Canada Inc. | 152 | $6.18K | 0.00% | +10+7.0% | Added |
| Banque Cantonale Vaudoise | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $7.29K | 0.00% | +100+100.0% | Added |
| Versant Capital Management, Inc | 200 | $7.29K | 0.00% | +118+143.9% | Added |
| Armstrong Advisory Group, Inc | 210 | $7.65K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 214 | $7.80K | 0.00% | −331,194−99.9% | Reduced |
| Global Retirement Partners, LLC | 220 | $8.02K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 245 | $8.93K | 0.00% | −200−44.9% | Reduced |
| Proequities, Inc. | 250 | $9.11K | 0.00% | +100+66.7% | Added |
| Cary Street Partner Investment Advisory LLC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 315 | $11.5K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 409 | $15.0K | 0.00% | −327−44.4% | Reduced |
| Lazard Asset Management LLC | 453 | $16.0K | 0.00% | +453 | New |
| Benjamin F. Edwards & Company, Inc. | 453 | $17.0K | 0.00% | −132−22.6% | Reduced |
| Sunbelt Securities, Inc. | 500 | $18.2K | 0.00% | −800−61.5% | Reduced |
| Private Trust Co NA | 500 | $18.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $18.2K | 0.00% | +500 | New |
| Hollencrest Capital Management | 515 | $18.8K | 0.00% | +150+41.1% | Added |
| Geneos Wealth Management Inc. | 521 | $19.0K | 0.00% | −6,984−93.1% | Reduced |
| PFS Partners, LLC | 550 | $20.0K | 0.02% | +25+4.8% | Added |
| Itau Unibanco Holding S.A. | 568 | $20.7K | 0.00% | −1,088−65.7% | Reduced |
| Allworth Financial LP | 600 | $21.9K | 0.00% | +200+50.0% | Added |
| EverSource Wealth Advisors, LLC | 644 | $23.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 739 | $26.9K | 0.01% | +730+8,111.1% | Added |
| Castleview Partners, LLC | 775 | $28.2K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 800 | $29.0K | 0.00% | +800 | New |
| Tucker Asset Management LLC | 808 | $29.4K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 835 | $30.0K | 0.02% | +835 | New |
| Quadrant Capital Group LLC | 842 | $30.7K | 0.00% | −18−2.1% | Reduced |
| Atlantic Private Wealth, LLC | 907 | $33.0K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 911 | $33.2K | 0.02% | +911 | New |
| Harel Insurance Investments & Financial Services Ltd. | 960 | $34.0K | 0.00% | +960 | New |
| Russell Investments Group, Ltd. | 964 | $35.1K | 0.00% | +206+27.2% | Added |
| TSFG, LLC | 1,000 | $36.0K | 0.01% | +1,000 | New |
| Chilton Capital Management LLC | 1,000 | $36.4K | 0.00% | +600+150.0% | Added |
| Ancora Advisors, LLC | 1,000 | $36.4K | 0.00% | +949+1,860.8% | Added |
| MRP Capital Investments, LLC | 1,000 | $36.4K | 0.04% | +1,000 | New |
| Resurgent Financial Advisors LLC | 1,104 | $40.2K | 0.03% | +1,104 | New |
| Vestor Capital, LLC | 1,125 | $41.0K | 0.00% | +1,125 | New |
| Avestar Capital, LLC | 1,280 | $46.6K | 0.01% | +1,280 | New |
| Simplex Trading, LLC | 1,312 | $47.0K | 0.00% | −350,919−99.6% | Reduced |
| Belvedere Trading LLC | 1,401 | $51.0K | 0.02% | −41,382−96.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,537 | $56.0K | 0.00% | −1,600−51.0% | Reduced |
| ICA Group Wealth Management, LLC | 1,575 | $57.4K | 0.01% | −200−11.3% | Reduced |
| Leonteq Securities AG | 1,808 | $65.9K | 0.01% | −1,924−51.6% | Reduced |
| Parallel Advisors, LLC | 1,822 | $66.4K | 0.00% | +750+70.0% | Added |
| Harbour Investments, Inc. | 2,168 | $79.0K | 0.00% | −125−5.5% | Reduced |
| BDO Wealth Advisors, LLC | 2,417 | $88.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,435 | $88.7K | 0.00% | −1,447−37.3% | Reduced |
| FMR LLC | 2,453 | $89.4K | 0.00% | −1,039−29.8% | Reduced |
| Perennial Investment Advisors, LLC | 2,609 | $95.0K | 0.02% | +2,609 | New |
| CWM, LLC | 2,636 | $96.0K | 0.00% | +440+20.0% | Added |
| Metropolitan Life Insurance Co | 3,233 | $117.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,412 | $124.3K | 0.00% | +229+7.2% | Added |
| Signaturefd, LLC | 3,908 | $142.4K | 0.00% | +1,925+97.1% | Added |
| ORG Partners LLC | 4,614 | $172.9K | 0.03% | +4,614 | New |