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, Q3 2023
Institutional positions in C3.ai, Inc. as of Sep 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
- 297
- −17 vs. Q2 2023
- Shares held
- 47.2M
- +1.88M (+4.1%) vs. Q2 2023
- Total value
- $1.21B
- −$445.4M (−27.0%) vs. Q2 2023
- New holders
- 48
- 123 more added
- Sold out
- 65
- 68 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 30 | $0 | 0.00% | +30 | New |
| Gradient Investments LLC | 1 | $26 | 0.00% | −70−98.6% | Reduced |
| MCF Advisors LLC | 1 | $26 | 0.00% | +1 | New |
| NVWM, LLC | 3 | $77 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $103 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 4 | $103 | 0.00% | +4 | New |
| North Star Investment Management Corp. | 5 | $128 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $182 | 0.00% | +5 | New |
| Berkshire Capital Holdings Inc | 10 | $255 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $256 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $485 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $510 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $555 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 29 | $740 | 0.00% | +29 | New |
| Baker Avenue Asset Management, LP | 36 | $919 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 60 | $1.00K | 0.00% | −100−62.5% | Reduced |
| Hantz Financial Services, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 41 | $1.05K | 0.00% | −10−19.6% | Reduced |
| Bell Investment Advisors, Inc | 41 | $1.05K | 0.00% | −40−49.4% | Reduced |
| CNB Bank | 42 | $1.07K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 60 | $1.53K | 0.00% | +60 | New |
| Pacific Center for Financial Services | 62 | $1.58K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 75 | $1.91K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 73 | $2.00K | 0.00% | +73 | New |
| St Germain D J Co Inc | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $2.55K | 0.00% | +100 | New |
| Garden State Investment Advisory Services LLC | 100 | $2.55K | 0.00% | +100 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 125 | $3.19K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 126 | $3.22K | 0.00% | +126 | New |
| Quent Capital, LLC | 131 | $3.34K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 135 | $3.45K | 0.00% | +24+21.6% | Added |
| Optimum Investment Advisors | 150 | $3.83K | 0.00% | +150 | New |
| Stone House Investment Management, LLC | 150 | $3.83K | 0.00% | +150 | New |
| Householder Group Estate & Retirement Specialist, LLC | 150 | $3.83K | 0.00% | +150 | New |
| PSI Advisors, LLC | 165 | $4.21K | 0.00% | +165 | New |
| TD Waterhouse Canada Inc. | 164 | $4.43K | 0.00% | +12+7.9% | Added |
| Level Financial Advisors, Inc. | 198 | $5.05K | 0.00% | +198 | New |
| Salem Investment Counselors Inc | 200 | $5.10K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 220 | $5.30K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 221 | $5.64K | 0.00% | +21+10.5% | Added |
| Larson Financial Group LLC | 234 | $5.97K | 0.00% | +234 | New |
| Covestor Ltd | 242 | $6.00K | 0.00% | +233+2,588.9% | Added |
| Truvestments Capital LLC | 245 | $6.25K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 250 | $6.38K | 0.01% | −300−54.5% | Reduced |
| Legacy Financial Group LLC | 250 | $6.38K | 0.00% | +250 | New |
| Manchester Capital Management LLC | 263 | $6.71K | 0.00% | +200+317.5% | Added |
| Cary Street Partner Investment Advisory LLC | 300 | $7.66K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 315 | $8.04K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 317 | $8.09K | 0.00% | +317 | New |
| Migdal Insurance & Financial Holdings Ltd. | 362 | $9.00K | 0.00% | −47−11.5% | Reduced |
| NBC Securities, Inc. | 400 | $10.0K | 0.00% | +400 | New |
| Farther Finance Advisors, LLC | 460 | $11.7K | 0.00% | −279−37.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 453 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $12.8K | 0.00% | −500−50.0% | Reduced |
| Sunbelt Securities, Inc. | 500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 635 | $16.2K | 0.00% | +120+23.3% | Added |
| EverSource Wealth Advisors, LLC | 644 | $16.4K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $18.0K | 0.00% | −260−27.1% | Reduced |
| Allworth Financial LP | 714 | $18.2K | 0.00% | +114+19.0% | Added |
| GPS Wealth Strategies Group, LLC | 719 | $18.3K | 0.00% | +219+43.8% | Added |
| Global Financial Private Client, LLC | 750 | $18.5K | 0.01% | +750 | New |
| Proequities, Inc. | 750 | $19.1K | 0.00% | +500+200.0% | Added |
| Itau Unibanco Holding S.A. | 753 | $19.2K | 0.00% | +185+32.6% | Added |
| Castleview Partners, LLC | 775 | $19.8K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 797 | $20.3K | 0.98% | +696+689.1% | Added |
| Tucker Asset Management LLC | 840 | $21.4K | 0.01% | +32+4.0% | Added |
| Quadrant Capital Group LLC | 848 | $21.6K | 0.00% | +6+0.7% | Added |
| Russell Investments Group, Ltd. | 863 | $22.0K | 0.00% | −101−10.5% | Reduced |
| Geneos Wealth Management Inc. | 867 | $22.1K | 0.00% | +346+66.4% | Added |
| Atlantic Private Wealth, LLC | 907 | $23.1K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 986 | $25.0K | 0.00% | +533+117.7% | Added |
| DekaBank Deutsche Girozentrale | 986 | $25.0K | 0.00% | +986 | New |
| Armstrong Advisory Group, Inc | 999 | $25.5K | 0.00% | +789+375.7% | Added |
| Chilton Capital Management LLC | 1,000 | $25.5K | 0.00% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 1,000 | $25.5K | 0.01% | +1,000 | New |
| Orion Capital Management LLC | 1,000 | $25.5K | 0.02% | +1,000 | New |
| TSFG, LLC | 1,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,154 | $29.4K | 0.01% | +1,154 | New |
| Tower Research Capital LLC (TRC) | 1,171 | $29.9K | 0.00% | −56,527−98.0% | Reduced |
| Parallel Advisors, LLC | 1,482 | $37.8K | 0.00% | −340−18.7% | Reduced |
| Bogart Wealth, LLC | 1,638 | $41.8K | 0.00% | +1,485+970.6% | Added |
| Resurgent Financial Advisors LLC | 1,704 | $43.5K | 0.03% | +600+54.3% | Added |
| Signaturefd, LLC | 1,883 | $48.1K | 0.00% | −2,025−51.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,943 | $49.6K | 0.00% | −492−20.2% | Reduced |
| KBC Group NV | 2,034 | $52.0K | 0.00% | +2,034 | New |
| Pathway Financial Advisers, LLC | 2,150 | $54.9K | 0.02% | +2,150 | New |
| Banque Cantonale Vaudoise | 2,266 | $58.0K | 0.00% | +2,066+1,033.0% | Added |