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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 2,402 | $61.3K | 0.00% | +234+10.8% | Added |
| National Bank of Canada | 2,827 | $69.5K | 0.00% | −81,400−96.6% | Reduced |
| IFP Advisors, Inc | 3,016 | $77.0K | 0.00% | +145+5.1% | Added |
| Wolff Wiese Magana LLC | 3,084 | $78.7K | 0.06% | +3,084 | New |
| Parallax Volatility Advisers, L.P. | 3,099 | $79.1K | 0.00% | −48,615−94.0% | Reduced |
| FMR LLC | 3,167 | $80.8K | 0.00% | +714+29.1% | Added |
| Leonteq Securities AG | 3,487 | $89.0K | 0.01% | +1,679+92.9% | Added |
| Metropolitan Life Insurance Co | 3,537 | $90.3K | 0.00% | +304+9.4% | Added |
| EMC Capital Management | 3,600 | $91.0K | 0.07% | +3,600 | New |
| The PNC Financial Services Group, Inc. | 3,608 | $92.1K | 0.00% | +196+5.7% | Added |
| Perennial Investment Advisors, LLC | 3,609 | $92.1K | 0.02% | +1,000+38.3% | Added |
| Centiva Capital, LP | 3,656 | $93.3K | 0.00% | −10,453−74.1% | Reduced |
| GWM Advisors LLC | 4,653 | $118.7K | 0.00% | −4,709−50.3% | Reduced |
| CWM, LLC | 4,943 | $126.0K | 0.00% | +2,307+87.5% | Added |
| Compagnie Lombard Odier SCmA | 5,000 | $127.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,710 | $145.7K | 0.00% | −808−12.4% | Reduced |
| Ameritas Investment Partners, Inc. | 5,831 | $148.8K | 0.01% | +985+20.3% | Added |
| US Bancorp | 6,701 | $171.0K | 0.00% | −143−2.1% | Reduced |
| AtonRa Partners | 7,148 | $182.4K | 0.38% | −1,785−20.0% | Reduced |
| Belvedere Trading LLC | 7,826 | $199.7K | 0.03% | +6,425+458.6% | Added |
| Eaton Financial Holdings Company, LLC | 7,840 | $200.1K | 0.05% | +7,840 | New |
| Beck Bode, LLC | 7,899 | $201.6K | 0.05% | −564−6.7% | Reduced |
| Cornerstone Advisory, LLC | 7,991 | $203.9K | 0.04% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 8,000 | $204.2K | 0.01% | +8,000 | New |
| EWG Elevate Inc. | 8,197 | $209.2K | 0.09% | +813+11.0% | Added |
| Amalgamated Bank | 8,215 | $210.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,321 | $212.4K | 0.00% | +8,321 | New |
| Federation des caisses Desjardins du Quebec | 8,344 | $212.9K | 0.00% | +6,807+442.9% | Added |
| Kovack Advisors, Inc. | 8,571 | $218.7K | 0.03% | −184−2.1% | Reduced |
| Cetera Advisors LLC | 8,647 | $220.7K | 0.00% | −3,446−28.5% | Reduced |
| Integrated Advisors Network LLC | 8,743 | $223.1K | 0.01% | −182−2.0% | Reduced |
| EP Wealth Advisors, LLC | 8,995 | $229.6K | 0.00% | +900+11.1% | Added |
| Lesa Sroufe & Co | 9,109 | $232.0K | 0.25% | 00.0% | Unchanged |
| Credit Agricole S A | 9,200 | $234.8K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,375 | $239.3K | 0.00% | +2,251+31.6% | Added |
| Great Valley Advisor Group, Inc. | 9,517 | $242.7K | 0.01% | −525−5.2% | Reduced |
| Aurora Private Wealth, Inc. | 9,646 | $246.0K | 0.27% | +196+2.1% | Added |
| Moors & Cabot, Inc. | 9,813 | $250.4K | 0.02% | +9,813 | New |
| BIP Wealth, LLC | 10,000 | $255.2K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,294 | $259.0K | 0.00% | +21+0.2% | Added |
| Donaldson Capital Management, LLC | 10,400 | $265.4K | 0.01% | +10,400 | New |
| Avantax Advisory Services, Inc. | 10,458 | $266.9K | 0.00% | +10,458 | New |
| ProShare Advisors LLC | 10,509 | $268.2K | 0.00% | +165+1.6% | Added |
| Pictet Asset Management Holding SA | 10,695 | $272.9K | 0.00% | +10,695 | New |
| Victory Capital Management Inc | 10,817 | $276.1K | 0.00% | +1,348+14.2% | Added |
| Focused Wealth Management, Inc | 10,850 | $276.9K | 0.05% | +10,800+21,600.0% | Added |
| Magnetar Financial LLC | 11,087 | $282.9K | 0.01% | +11,087 | New |
| Amundi | 12,036 | $297.9K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 12,064 | $307.9K | 0.24% | −18,836−61.0% | Reduced |
| Arkadios Wealth Advisors | 12,308 | $314.1K | 0.03% | +978+8.6% | Added |
| SeaCrest Wealth Management, LLC | 12,424 | $317.1K | 0.04% | +12,424 | New |
| Federated Hermes, Inc. | 12,500 | $319.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12,560 | $320.5K | 0.01% | +6,097+94.3% | Added |
| Cetera Investment Advisers | 12,658 | $323.0K | 0.00% | −2,219−14.9% | Reduced |
| Mariner, LLC | 12,955 | $330.6K | 0.00% | +3,114+31.6% | Added |
| Level Four Advisory Services, LLC | 12,978 | $331.2K | 0.02% | +6,153+90.2% | Added |
| Brave Asset Management Inc | 13,361 | $341.0K | 0.10% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 13,501 | $344.5K | 0.08% | +90+0.7% | Added |
| Cetera Advisor Networks LLC | 13,774 | $351.5K | 0.00% | +962+7.5% | Added |
| Arete Wealth Advisors, LLC | 13,887 | $354.4K | 0.06% | +880+6.8% | Added |
| Engineers Gate Manager LP | 14,269 | $364.1K | 0.01% | +14,269 | New |
| MML Investors Services, LLC | 14,429 | $368.0K | 0.00% | −64−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,595 | $372.5K | 0.00% | −1,435−9.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,883 | $379.8K | 0.00% | +2,797+23.1% | Added |
| Public Employees Retirement Association of Colorado | 14,881 | $380.0K | 0.00% | −1,605−9.7% | Reduced |
| Keebeck Wealth Management, LLC | 15,000 | $382.8K | 0.07% | −8,000−34.8% | Reduced |
| D. E. Shaw & Co., Inc. | 15,046 | $384.0K | 0.00% | −121,081−88.9% | Reduced |
| AQR Capital Management LLC | 15,364 | $392.1K | 0.00% | −20.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 15,925 | $406.4K | 0.04% | −2,814−15.0% | Reduced |
| Mercer Global Advisors Inc | 16,334 | $417.0K | 0.00% | +2,936+21.9% | Added |
| Mission Wealth Management, LP | 16,975 | $433.2K | 0.02% | −25−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 17,274 | $440.8K | 0.00% | +610+3.7% | Added |
| LGT Group Foundation | 18,200 | $449.5K | 0.01% | +18,200 | New |
| Wealth Enhancement Advisory Services, LLC | 18,153 | $463.3K | 0.00% | +18,153 | New |
| Envestnet Asset Management Inc | 18,201 | $464.5K | 0.00% | −3,010−14.2% | Reduced |
| Hedges Asset Management LLC | 18,700 | $477.2K | 0.42% | −25−0.1% | Reduced |
| 180 Wealth Advisors, LLC | 18,908 | $482.5K | 0.11% | +2,360+14.3% | Added |
| Benjamin Edwards Inc | 19,559 | $499.0K | 0.12% | +9,600+96.4% | Added |
| Total Clarity Wealth Management, Inc. | 20,120 | $513.5K | 0.25% | +4,825+31.5% | Added |
| Rafferty Asset Management, LLC | 20,213 | $515.8K | 0.00% | −316−1.5% | Reduced |
| Forum Financial Management, LP | 20,793 | $530.6K | 0.01% | +1,957+10.4% | Added |
| Nisa Investment Advisors, LLC | 21,178 | $540.5K | 0.00% | −18,900−47.2% | Reduced |
| Pearl River Capital, LLC | 21,346 | $544.8K | 0.09% | +21,346 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,758 | $555.3K | 0.02% | +2,783+14.7% | Added |
| Newbridge Financial Services Group, Inc. | 22,363 | $570.7K | 0.29% | +2,336+11.7% | Added |
| Edgestream Partners, L.P. | 23,409 | $597.4K | 0.05% | +13,054+126.1% | Added |
| Voya Investment Management LLC | 24,019 | $613.0K | 0.00% | +784+3.4% | Added |
| Ieq Capital, LLC | 24,081 | $614.5K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 24,994 | $637.8K | 0.00% | +21+0.1% | Added |
| Axxcess Wealth Management, LLC | 25,000 | $638.0K | 0.02% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 26,280 | $670.7K | 0.39% | +11,617+79.2% | Added |
| Creative Planning | 26,444 | $674.9K | 0.00% | −2,371−8.2% | Reduced |
| Natixis | 26,531 | $677.1K | 0.01% | −15,080−36.2% | Reduced |
| CI Private Wealth, LLC | 26,812 | $684.2K | 0.00% | +308+1.2% | Added |
| Arizona State Retirement System | 27,133 | $692.4K | 0.01% | +1,179+4.5% | Added |
| Daiwa Securities Group Inc. | 27,667 | $706.0K | 0.01% | +7,951+40.3% | Added |
| CAPROCK Group, Inc. | 28,055 | $716.0K | 0.05% | −138−0.5% | Reduced |
| Oppenheimer & Co Inc | 28,506 | $727.5K | 0.02% | +968+3.5% | Added |
| Cavalier Investments, LLC | 28,604 | $730.0K | 0.29% | +1,049+3.8% | Added |
| Commerce Bank | 29,795 | $760.4K | 0.01% | +200+0.7% | Added |