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Livermore
ZHEN

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, 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.

Institutional holdersQ3 2023: 297 institutions
Q1 2021: 203 institutionsQ2 2021: 241 institutionsQ3 2021: 243 institutionsQ4 2021: 255 institutionsQ1 2022: 230 institutionsQ2 2022: 216 institutionsQ3 2022: 225 institutionsQ4 2022: 219 institutionsQ1 2023: 304 institutionsQ2 2023: 316 institutionsQ3 2023: 297 institutionsQ4 2023: 314 institutionsQ1 2024: 308 institutionsQ2 2024: 339 institutionsQ3 2024: 318 institutionsQ4 2024: 376 institutionsQ1 2025: 343 institutionsQ2 2025: 376 institutionsQ3 2025: 329 institutionsQ4 2025: 344 institutionsQ1 2026: 319 institutionsQ2 2026: 320 institutions
Value heldQ3 2023: $1.21B
Q1 2021: $3.06BQ2 2021: $2.63BQ3 2021: $2.37BQ4 2021: $1.54BQ1 2022: $1.03BQ2 2022: $868.9MQ3 2022: $577.5MQ4 2022: $492.3MQ1 2023: $1.74BQ2 2023: $1.65BQ3 2023: $1.21BQ4 2023: $1.55BQ1 2024: $1.36BQ2 2024: $1.61BQ3 2024: $1.45BQ4 2024: $2.30BQ1 2025: $1.35BQ2 2025: $1.67BQ3 2025: $1.19BQ4 2025: $1.05BQ1 2026: $715.2MQ2 2026: $881.8M
Institutions holding AI and their total value by quarter
QuarterHoldersValue
Q2 2026320$881.8M
Q1 2026319$715.2M
Q4 2025344$1.05B
Q3 2025329$1.19B
Q2 2025376$1.67B
Q1 2025343$1.35B
Q4 2024376$2.30B
Q3 2024318$1.45B
Q2 2024339$1.61B
Q1 2024308$1.36B
Q4 2023314$1.55B
Q3 2023297$1.21B
Q2 2023316$1.65B
Q1 2023304$1.74B
Q4 2022219$492.3M
Q3 2022225$577.5M
Q2 2022216$868.9M
Q1 2022230$1.03B
Q4 2021255$1.54B
Q3 2021243$2.37B
Q2 2021241$2.63B
Q1 2021203$3.06B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q2 2023.

Institutions holding AI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CAPROCK Group, Inc.28,055$716.0K0.05%−138−0.5%Reduced
Daiwa Securities Group Inc.27,667$706.0K0.01%+7,951+40.3%Added
Arizona State Retirement System27,133$692.4K0.01%+1,179+4.5%Added
CI Private Wealth, LLC26,812$684.2K0.00%+308+1.2%Added
Natixis26,531$677.1K0.01%−15,080−36.2%Reduced
Creative Planning26,444$674.9K0.00%−2,371−8.2%Reduced
Fortem Financial Group, LLC26,280$670.7K0.39%+11,617+79.2%Added
Axxcess Wealth Management, LLC25,000$638.0K0.02%00.0%Unchanged
New York State Common Retirement Fund24,994$637.8K0.00%+21+0.1%Added
Ieq Capital, LLC24,081$614.5K0.01%00.0%Unchanged
Voya Investment Management LLC24,019$613.0K0.00%+784+3.4%Added
Edgestream Partners, L.P.23,409$597.4K0.05%+13,054+126.1%Added
Newbridge Financial Services Group, Inc.22,363$570.7K0.29%+2,336+11.7%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management21,758$555.3K0.02%+2,783+14.7%Added
Pearl River Capital, LLC21,346$544.8K0.09%+21,346New
Nisa Investment Advisors, LLC21,178$540.5K0.00%−18,900−47.2%Reduced
Forum Financial Management, LP20,793$530.6K0.01%+1,957+10.4%Added
Rafferty Asset Management, LLC20,213$515.8K0.00%−316−1.5%Reduced
Total Clarity Wealth Management, Inc.20,120$513.5K0.25%+4,825+31.5%Added
Benjamin Edwards Inc19,559$499.0K0.12%+9,600+96.4%Added
180 Wealth Advisors, LLC18,908$482.5K0.11%+2,360+14.3%Added
Hedges Asset Management LLC18,700$477.2K0.42%−25−0.1%Reduced
Envestnet Asset Management Inc18,201$464.5K0.00%−3,010−14.2%Reduced
Wealth Enhancement Advisory Services, LLC18,153$463.3K0.00%+18,153New
LGT Group Foundation18,200$449.5K0.01%+18,200New
State Board of Administration of Florida Retirement System17,274$440.8K0.00%+610+3.7%Added
Mission Wealth Management, LP16,975$433.2K0.02%−25−0.1%Reduced
Mercer Global Advisors Inc16,334$417.0K0.00%+2,936+21.9%Added
Jaffetilchin Investment Partners, LLC15,925$406.4K0.04%−2,814−15.0%Reduced
AQR Capital Management LLC15,364$392.1K0.00%−20.0%Reduced
D. E. Shaw & Co., Inc.15,046$384.0K0.00%−121,081−88.9%Reduced
Keebeck Wealth Management, LLC15,000$382.8K0.07%−8,000−34.8%Reduced
Public Employees Retirement Association of Colorado14,881$380.0K0.00%−1,605−9.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)14,883$379.8K0.00%+2,797+23.1%Added
Northwestern Mutual Wealth Management Co14,595$372.5K0.00%−1,435−9.0%Reduced
MML Investors Services, LLC14,429$368.0K0.00%−64−0.4%Reduced
Engineers Gate Manager LP14,269$364.1K0.01%+14,269New
Arete Wealth Advisors, LLC13,887$354.4K0.06%+880+6.8%Added
Cetera Advisor Networks LLC13,774$351.5K0.00%+962+7.5%Added
Probity Advisors, Inc.13,501$344.5K0.08%+90+0.7%Added
Brave Asset Management Inc13,361$341.0K0.10%00.0%Unchanged
Level Four Advisory Services, LLC12,978$331.2K0.02%+6,153+90.2%Added
Mariner, LLC12,955$330.6K0.00%+3,114+31.6%Added
Cetera Investment Advisers12,658$323.0K0.00%−2,219−14.9%Reduced
Spire Wealth Management12,560$320.5K0.01%+6,097+94.3%Added
Federated Hermes, Inc.12,500$319.0K0.00%00.0%Unchanged
SeaCrest Wealth Management, LLC12,424$317.1K0.04%+12,424New
Arkadios Wealth Advisors12,308$314.1K0.03%+978+8.6%Added
Marathon Trading Investment Management LLC12,064$307.9K0.24%−18,836−61.0%Reduced
Amundi12,036$297.9K0.00%00.0%Unchanged
Magnetar Financial LLC11,087$282.9K0.01%+11,087New
Focused Wealth Management, Inc10,850$276.9K0.05%+10,800+21,600.0%Added
Victory Capital Management Inc10,817$276.1K0.00%+1,348+14.2%Added
Pictet Asset Management Holding SA10,695$272.9K0.00%+10,695New
ProShare Advisors LLC10,509$268.2K0.00%+165+1.6%Added
Avantax Advisory Services, Inc.10,458$266.9K0.00%+10,458New
Donaldson Capital Management, LLC10,400$265.4K0.01%+10,400New
Thrivent Financial for Lutherans10,294$259.0K0.00%+21+0.2%Added
BIP Wealth, LLC10,000$255.2K0.02%00.0%Unchanged
Moors & Cabot, Inc.9,813$250.4K0.02%+9,813New
Aurora Private Wealth, Inc.9,646$246.0K0.27%+196+2.1%Added
Great Valley Advisor Group, Inc.9,517$242.7K0.01%−525−5.2%Reduced
Integrated Wealth Concepts LLC9,375$239.3K0.00%+2,251+31.6%Added
Credit Agricole S A9,200$234.8K0.01%00.0%Unchanged
Lesa Sroufe & Co9,109$232.0K0.25%00.0%Unchanged
EP Wealth Advisors, LLC8,995$229.6K0.00%+900+11.1%Added
Integrated Advisors Network LLC8,743$223.1K0.01%−182−2.0%Reduced
Cetera Advisors LLC8,647$220.7K0.00%−3,446−28.5%Reduced
Kovack Advisors, Inc.8,571$218.7K0.03%−184−2.1%Reduced
Federation des caisses Desjardins du Quebec8,344$212.9K0.00%+6,807+442.9%Added
Guggenheim Capital LLC8,321$212.4K0.00%+8,321New
Amalgamated Bank8,215$210.0K0.00%00.0%Unchanged
EWG Elevate Inc.8,197$209.2K0.09%+813+11.0%Added
Fort Pitt Capital Group, LLC8,000$204.2K0.01%+8,000New
Cornerstone Advisory, LLC7,991$203.9K0.04%00.0%Unchanged
Beck Bode, LLC7,899$201.6K0.05%−564−6.7%Reduced
Eaton Financial Holdings Company, LLC7,840$200.1K0.05%+7,840New
Belvedere Trading LLC7,826$199.7K0.03%+6,425+458.6%Added
AtonRa Partners7,148$182.4K0.38%−1,785−20.0%Reduced
US Bancorp6,701$171.0K0.00%−143−2.1%Reduced
Ameritas Investment Partners, Inc.5,831$148.8K0.01%+985+20.3%Added
Allspring Global Investments Holdings, LLC5,710$145.7K0.00%−808−12.4%Reduced
Compagnie Lombard Odier SCmA5,000$127.6K0.00%00.0%Unchanged
CWM, LLC4,943$126.0K0.00%+2,307+87.5%Added
GWM Advisors LLC4,653$118.7K0.00%−4,709−50.3%Reduced
Centiva Capital, LP3,656$93.3K0.00%−10,453−74.1%Reduced
Perennial Investment Advisors, LLC3,609$92.1K0.02%+1,000+38.3%Added
The PNC Financial Services Group, Inc.3,608$92.1K0.00%+196+5.7%Added
EMC Capital Management3,600$91.0K0.07%+3,600New
Metropolitan Life Insurance Co3,537$90.3K0.00%+304+9.4%Added
Leonteq Securities AG3,487$89.0K0.01%+1,679+92.9%Added
FMR LLC3,167$80.8K0.00%+714+29.1%Added
Parallax Volatility Advisers, L.P.3,099$79.1K0.00%−48,615−94.0%Reduced
Wolff Wiese Magana LLC3,084$78.7K0.06%+3,084New
IFP Advisors, Inc3,016$77.0K0.00%+145+5.1%Added
National Bank of Canada2,827$69.5K0.00%−81,400−96.6%Reduced
Harbour Investments, Inc.2,402$61.3K0.00%+234+10.8%Added
Banque Cantonale Vaudoise2,266$58.0K0.00%+2,066+1,033.0%Added
Pathway Financial Advisers, LLC2,150$54.9K0.02%+2,150New
KBC Group NV2,034$52.0K0.00%+2,034New