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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 4,846 | $176.5K | 0.01% | +269+5.9% | Added |
| Compagnie Lombard Odier SCmA | 5,000 | $182.2K | 0.01% | +5,000 | New |
| Prosperity Wealth Management, Inc. | 5,615 | $204.6K | 0.13% | +5,615 | New |
| Cresset Asset Management, LLC | 5,659 | $206.2K | 0.00% | +5,659 | New |
| Equitable Holdings, Inc. | 5,701 | $207.7K | 0.00% | +5,701 | New |
| QCM Cayman, Ltd. | 5,835 | $212.6K | 1.25% | +5,835 | New |
| Stratos Wealth Partners, LTD. | 5,941 | $216.4K | 0.00% | −1,702−22.3% | Reduced |
| Atria Wealth Solutions, Inc. | 5,954 | $216.9K | 0.00% | −4,650−43.9% | Reduced |
| PFG Advisors | 5,985 | $218.0K | 0.02% | +5,985 | New |
| Kingsview Wealth Management, LLC | 6,122 | $223.0K | 0.01% | −791−11.4% | Reduced |
| Essex Financial Services, Inc. | 6,132 | $223.4K | 0.03% | +6,132 | New |
| Cornerstone Investment Partners, LLC | 6,405 | $233.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 6,463 | $235.4K | 0.01% | +1,832+39.6% | Added |
| Allspring Global Investments Holdings, LLC | 6,518 | $237.4K | 0.00% | +1,003+18.2% | Added |
| Los Angeles Capital Management LLC | 6,544 | $238.4K | 0.00% | +6,544 | New |
| Principal Financial Group Inc | 6,762 | $246.3K | 0.00% | +10+0.1% | Added |
| Level Four Advisory Services, LLC | 6,825 | $248.6K | 0.01% | +6,825 | New |
| US Bancorp | 6,844 | $249.3K | 0.00% | +1,438+26.6% | Added |
| Main Street Financial Solutions, LLC | 6,895 | $251.2K | 0.03% | +6,895 | New |
| StoneX Group Inc. | 6,929 | $252.4K | 0.03% | +6,929 | New |
| Teacher Retirement System of Texas | 6,986 | $255.0K | 0.00% | −1,771−20.2% | Reduced |
| Integrated Wealth Concepts LLC | 7,124 | $259.5K | 0.00% | +7,124 | New |
| Capstone Wealth Management Group, LLC | 7,270 | $264.8K | 0.27% | −1,096−13.1% | Reduced |
| IFP Advisors, Inc | 2,871 | $265.5K | 0.01% | −1,311−31.3% | Reduced |
| EWG Elevate Inc. | 7,384 | $269.0K | 0.11% | +919+14.2% | Added |
| Cornerstone Advisory, LLC | 7,991 | $291.1K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,993 | $291.2K | 0.01% | −2,205−21.6% | Reduced |
| Amalgamated Bank | 8,215 | $299.0K | 0.00% | +1,231+17.6% | Added |
| J.W. Cole Advisors, Inc. | 8,305 | $302.6K | 0.02% | +395+5.0% | Added |
| Beck Bode, LLC | 8,463 | $308.3K | 0.08% | −704−7.7% | Reduced |
| HSBC Holdings PLC | 8,526 | $313.3K | 0.00% | −120,964−93.4% | Reduced |
| Gotham Asset Management, LLC | 8,682 | $316.3K | 0.01% | +8,682 | New |
| Kovack Advisors, Inc. | 8,755 | $318.9K | 0.04% | +705+8.8% | Added |
| Strategic Advisors LLC | 8,800 | $320.6K | 0.06% | −4,200−32.3% | Reduced |
| Integrated Advisors Network LLC | 8,925 | $325.1K | 0.02% | −1,525−14.6% | Reduced |
| AtonRa Partners | 8,933 | $325.4K | 0.50% | −3,618−28.8% | Reduced |
| Lesa Sroufe & Co | 9,109 | $332.0K | 0.35% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 9,114 | $332.0K | 0.01% | +9,114 | New |
| EP Wealth Advisors, LLC | 8,095 | $332.2K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 9,200 | $335.2K | 0.01% | −5,000−35.2% | Reduced |
| SEI Investments Co | 9,305 | $339.0K | 0.00% | −7,021−43.0% | Reduced |
| GWM Advisors LLC | 9,362 | $341.1K | 0.00% | +6,021+180.2% | Added |
| Hamilton Lane Advisors LLC | 9,382 | $341.8K | 0.15% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 9,450 | $344.0K | 0.39% | +9,450 | New |
| Victory Capital Management Inc | 9,469 | $345.0K | 0.00% | −219−2.3% | Reduced |
| Mariner, LLC | 9,841 | $358.4K | 0.00% | +710+7.8% | Added |
| Benedetti & Gucer, Inc. | 9,890 | $360.0K | 0.19% | −2,158−17.9% | Reduced |
| Benjamin Edwards Inc | 9,959 | $363.0K | 0.08% | −5,145−34.1% | Reduced |
| BIP Wealth, LLC | 10,000 | $364.3K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 10,042 | $366.1K | 0.02% | +141+1.4% | Added |
| Two Sigma Securities, LLC | 10,120 | $368.7K | 0.03% | +10,120 | New |
| Thrivent Financial for Lutherans | 10,273 | $369.0K | 0.00% | +10,273 | New |
| ProShare Advisors LLC | 10,344 | $376.8K | 0.00% | +1,549+17.6% | Added |
| Edgestream Partners, L.P. | 10,355 | $377.2K | 0.03% | +10,355 | New |
| Pictet Asset Management SA | 10,695 | $389.6K | 0.00% | +672+6.7% | Added |
| Ausdal Financial Partners, Inc. | 10,900 | $397.1K | 0.05% | +10,900 | New |
| Captrust Financial Advisors | 11,160 | $406.6K | 0.00% | −6,392−36.4% | Reduced |
| Truist Financial Corp | 11,207 | $408.3K | 0.00% | +11,207 | New |
| Arkadios Wealth Advisors | 11,330 | $412.8K | 0.05% | +4,247+60.0% | Added |
| Fred Alger Management, LLC | 11,787 | $429.4K | 0.00% | +11,787 | New |
| Hilltop Holdings Inc. | 11,950 | $435.3K | 0.05% | +11,950 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,086 | $440.3K | 0.00% | +1,580+15.0% | Added |
| Cetera Advisors LLC | 12,093 | $440.5K | 0.01% | −9,864−44.9% | Reduced |
| Josh Arnold Investment Consultant, LLC | 12,200 | $444.4K | 0.43% | −225−1.8% | Reduced |
| Amundi | 12,036 | $451.1K | 0.00% | −766−6.0% | Reduced |
| Federated Hermes, Inc. | 12,500 | $455.4K | 0.00% | −40,441−76.4% | Reduced |
| Cetera Advisor Networks LLC | 12,812 | $466.7K | 0.00% | +3,407+36.2% | Added |
| IPG Investment Advisors LLC | 13,000 | $473.6K | 0.10% | +13,000 | New |
| Arete Wealth Advisors, LLC | 13,007 | $474.0K | 0.04% | −3,381−20.6% | Reduced |
| Brave Asset Management Inc | 13,361 | $486.7K | 0.14% | +2,261+20.4% | Added |
| Mercer Global Advisors Inc | 13,398 | $488.0K | 0.00% | +1,498+12.6% | Added |
| Probity Advisors, Inc. | 13,411 | $488.6K | 0.11% | +13,411 | New |
| Centiva Capital, LP | 14,109 | $514.0K | 0.03% | −7,245−33.9% | Reduced |
| Walleye Capital LLC | 14,426 | $525.5K | 0.01% | +14,426 | New |
| MML Investors Services, LLC | 14,493 | $528.0K | 0.00% | +14,493 | New |
| Fortem Financial Group, LLC | 14,663 | $534.2K | 0.32% | +14,663 | New |
| Cetera Investment Advisers | 14,877 | $542.0K | 0.00% | +2,984+25.1% | Added |
| Total Clarity Wealth Management, Inc. | 15,295 | $557.2K | 0.28% | −3,514−18.7% | Reduced |
| AQR Capital Management LLC | 15,366 | $559.8K | 0.00% | +15,366 | New |
| Northwestern Mutual Wealth Management Co | 16,030 | $584.0K | 0.00% | −13,495−45.7% | Reduced |
| Quantamental Technologies LLC | 16,290 | $593.4K | 0.25% | +6,374+64.3% | Added |
| Public Employees Retirement Association of Colorado | 16,486 | $601.0K | 0.00% | −1,617−8.9% | Reduced |
| Nations Financial Group Inc, | 16,521 | $601.9K | 0.06% | +16,521 | New |
| State Board of Administration of Florida Retirement System | 16,664 | $607.1K | 0.00% | −6,300−27.4% | Reduced |
| Prospera Financial Services Inc | 16,861 | $614.2K | 0.02% | +7,806+86.2% | Added |
| Mission Wealth Management, LP | 17,000 | $619.3K | 0.02% | +17,000 | New |
| 180 Wealth Advisors, LLC | 16,548 | $620.2K | 0.14% | −1,209−6.8% | Reduced |
| Exchange Traded Concepts, LLC | 17,669 | $643.7K | 0.02% | +4,526+34.4% | Added |
| Wedbush Securities Inc | 18,020 | $656.0K | 0.03% | +10,336+134.5% | Added |
| Hedges Asset Management LLC | 18,725 | $682.2K | 0.58% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 18,739 | $682.7K | 0.07% | +6,444+52.4% | Added |
| Forum Financial Management, LP | 18,836 | $686.2K | 0.02% | +18,836 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,975 | $691.3K | 0.03% | −23,053−54.9% | Reduced |
| Daiwa Securities Group Inc. | 19,716 | $720.0K | 0.00% | +13,735+229.6% | Added |
| Lynwood Capital Management Inc. | 20,000 | $728.6K | 0.92% | +20,000 | New |
| Newbridge Financial Services Group, Inc. | 20,027 | $729.6K | 0.36% | +14,869+288.3% | Added |
| Fortis Group Advisors, LLC | 20,435 | $744.4K | 0.20% | +20,435 | New |
| Rafferty Asset Management, LLC | 20,529 | $747.9K | 0.00% | −37,235−64.5% | Reduced |
| Private Advisor Group, LLC | 20,974 | $764.1K | 0.01% | +6,182+41.8% | Added |
| Envestnet Asset Management Inc | 21,211 | $772.7K | 0.00% | +13,258+166.7% | Added |