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 8 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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 6,762 | $246.3K | 0.00% | +10+0.1% | Added |
| Los Angeles Capital Management LLC | 6,544 | $238.4K | 0.00% | +6,544 | New |
| Allspring Global Investments Holdings, LLC | 6,518 | $237.4K | 0.00% | +1,003+18.2% | Added |
| Spire Wealth Management | 6,463 | $235.4K | 0.01% | +1,832+39.6% | Added |
| Cornerstone Investment Partners, LLC | 6,405 | $233.3K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,132 | $223.4K | 0.03% | +6,132 | New |
| Kingsview Wealth Management, LLC | 6,122 | $223.0K | 0.01% | −791−11.4% | Reduced |
| PFG Advisors | 5,985 | $218.0K | 0.02% | +5,985 | New |
| Atria Wealth Solutions, Inc. | 5,954 | $216.9K | 0.00% | −4,650−43.9% | Reduced |
| Stratos Wealth Partners, LTD. | 5,941 | $216.4K | 0.00% | −1,702−22.3% | Reduced |
| QCM Cayman, Ltd. | 5,835 | $212.6K | 1.25% | +5,835 | New |
| Equitable Holdings, Inc. | 5,701 | $207.7K | 0.00% | +5,701 | New |
| Cresset Asset Management, LLC | 5,659 | $206.2K | 0.00% | +5,659 | New |
| Prosperity Wealth Management, Inc. | 5,615 | $204.6K | 0.13% | +5,615 | New |
| Compagnie Lombard Odier SCmA | 5,000 | $182.2K | 0.01% | +5,000 | New |
| Ameritas Investment Partners, Inc. | 4,846 | $176.5K | 0.01% | +269+5.9% | Added |
| ORG Partners LLC | 4,614 | $172.9K | 0.03% | +4,614 | New |
| Signaturefd, LLC | 3,908 | $142.4K | 0.00% | +1,925+97.1% | Added |
| The PNC Financial Services Group, Inc. | 3,412 | $124.3K | 0.00% | +229+7.2% | Added |
| Metropolitan Life Insurance Co | 3,233 | $117.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,636 | $96.0K | 0.00% | +440+20.0% | Added |
| Perennial Investment Advisors, LLC | 2,609 | $95.0K | 0.02% | +2,609 | New |
| FMR LLC | 2,453 | $89.4K | 0.00% | −1,039−29.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,435 | $88.7K | 0.00% | −1,447−37.3% | Reduced |
| BDO Wealth Advisors, LLC | 2,417 | $88.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,168 | $79.0K | 0.00% | −125−5.5% | Reduced |
| Parallel Advisors, LLC | 1,822 | $66.4K | 0.00% | +750+70.0% | Added |
| Leonteq Securities AG | 1,808 | $65.9K | 0.01% | −1,924−51.6% | Reduced |
| ICA Group Wealth Management, LLC | 1,575 | $57.4K | 0.01% | −200−11.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,537 | $56.0K | 0.00% | −1,600−51.0% | Reduced |
| Belvedere Trading LLC | 1,401 | $51.0K | 0.02% | −41,382−96.7% | Reduced |
| Simplex Trading, LLC | 1,312 | $47.0K | 0.00% | −350,919−99.6% | Reduced |
| Avestar Capital, LLC | 1,280 | $46.6K | 0.01% | +1,280 | New |
| Vestor Capital, LLC | 1,125 | $41.0K | 0.00% | +1,125 | New |
| Resurgent Financial Advisors LLC | 1,104 | $40.2K | 0.03% | +1,104 | 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 |
| TSFG, LLC | 1,000 | $36.0K | 0.01% | +1,000 | New |
| Russell Investments Group, Ltd. | 964 | $35.1K | 0.00% | +206+27.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 960 | $34.0K | 0.00% | +960 | New |
| C M Bidwell & Associates Ltd | 911 | $33.2K | 0.02% | +911 | New |
| Atlantic Private Wealth, LLC | 907 | $33.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 842 | $30.7K | 0.00% | −18−2.1% | Reduced |
| Tyler-Stone Wealth Management | 835 | $30.0K | 0.02% | +835 | New |
| Tucker Asset Management LLC | 808 | $29.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 800 | $29.0K | 0.00% | +800 | New |
| Castleview Partners, LLC | 775 | $28.2K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 739 | $26.9K | 0.01% | +730+8,111.1% | Added |
| EverSource Wealth Advisors, LLC | 644 | $23.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 600 | $21.9K | 0.00% | +200+50.0% | Added |
| Itau Unibanco Holding S.A. | 568 | $20.7K | 0.00% | −1,088−65.7% | Reduced |
| PFS Partners, LLC | 550 | $20.0K | 0.02% | +25+4.8% | Added |
| Geneos Wealth Management Inc. | 521 | $19.0K | 0.00% | −6,984−93.1% | Reduced |
| Hollencrest Capital Management | 515 | $18.8K | 0.00% | +150+41.1% | Added |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 453 | $17.0K | 0.00% | −132−22.6% | Reduced |
| Lazard Asset Management LLC | 453 | $16.0K | 0.00% | +453 | New |
| Migdal Insurance & Financial Holdings Ltd. | 409 | $15.0K | 0.00% | −327−44.4% | Reduced |
| Concord Wealth Partners | 315 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 250 | $9.11K | 0.00% | +100+66.7% | Added |
| Truvestments Capital LLC | 245 | $8.93K | 0.00% | −200−44.9% | Reduced |
| Global Retirement Partners, LLC | 220 | $8.02K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 214 | $7.80K | 0.00% | −331,194−99.9% | Reduced |
| Armstrong Advisory Group, Inc | 210 | $7.65K | 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 |
| Banque Cantonale Vaudoise | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 152 | $6.18K | 0.00% | +10+7.0% | Added |
| Bogart Wealth, LLC | 153 | $5.57K | 0.00% | +153 | New |
| Ogorek Anthony Joseph | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 131 | $4.77K | 0.00% | +14+12.0% | Added |
| Clearview Wealth Advisors LLC | 127 | $4.63K | 0.00% | +120+1,714.3% | Added |
| 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 |
| HM Payson & Co | 111 | $4.04K | 0.00% | +111 | New |
| Winch Advisory Services, LLC | 115 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| PayPay Securities Corp | 101 | $3.68K | 0.23% | +18+21.7% | Added |
| 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 |
| Bell Investment Advisors, Inc | 81 | $2.95K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 75 | $2.73K | 0.00% | +20+36.4% | Added |
| Gradient Investments LLC | 71 | $2.59K | 0.00% | +21+42.0% | Added |
| Manchester Capital Management LLC | 63 | $2.30K | 0.00% | −26−29.2% | Reduced |
| Pacific Center for Financial Services | 62 | $2.26K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $2.10K | 0.00% | +50 | New |
| Huntington National Bank | 57 | $2.08K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 51 | $1.86K | 0.00% | −50−49.5% | Reduced |
| 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 |