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.
| 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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,943 | $49.6K | 0.00% | −492−20.2% | Reduced |
| Signaturefd, LLC | 1,883 | $48.1K | 0.00% | −2,025−51.8% | Reduced |
| Resurgent Financial Advisors LLC | 1,704 | $43.5K | 0.03% | +600+54.3% | Added |
| Bogart Wealth, LLC | 1,638 | $41.8K | 0.00% | +1,485+970.6% | Added |
| Parallel Advisors, LLC | 1,482 | $37.8K | 0.00% | −340−18.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,171 | $29.9K | 0.00% | −56,527−98.0% | Reduced |
| Impact Partnership Wealth, LLC | 1,154 | $29.4K | 0.01% | +1,154 | New |
| TSFG, LLC | 1,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Armstrong Advisory Group, Inc | 999 | $25.5K | 0.00% | +789+375.7% | Added |
| Lazard Asset Management LLC | 986 | $25.0K | 0.00% | +533+117.7% | Added |
| DekaBank Deutsche Girozentrale | 986 | $25.0K | 0.00% | +986 | New |
| Atlantic Private Wealth, LLC | 907 | $23.1K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 867 | $22.1K | 0.00% | +346+66.4% | Added |
| Russell Investments Group, Ltd. | 863 | $22.0K | 0.00% | −101−10.5% | Reduced |
| Quadrant Capital Group LLC | 848 | $21.6K | 0.00% | +6+0.7% | Added |
| Tucker Asset Management LLC | 840 | $21.4K | 0.01% | +32+4.0% | Added |
| PayPay Securities Corp | 797 | $20.3K | 0.98% | +696+689.1% | Added |
| STRS Ohio | 800 | $20.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 775 | $19.8K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 753 | $19.2K | 0.00% | +185+32.6% | Added |
| Proequities, Inc. | 750 | $19.1K | 0.00% | +500+200.0% | Added |
| Global Financial Private Client, LLC | 750 | $18.5K | 0.01% | +750 | New |
| GPS Wealth Strategies Group, LLC | 719 | $18.3K | 0.00% | +219+43.8% | Added |
| Allworth Financial LP | 714 | $18.2K | 0.00% | +114+19.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $18.0K | 0.00% | −260−27.1% | Reduced |
| EverSource Wealth Advisors, LLC | 644 | $16.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 635 | $16.2K | 0.00% | +120+23.3% | Added |
| Ancora Advisors, LLC | 500 | $12.8K | 0.00% | −500−50.0% | Reduced |
| Sunbelt Securities, Inc. | 500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 453 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 460 | $11.7K | 0.00% | −279−37.8% | Reduced |
| NBC Securities, Inc. | 400 | $10.0K | 0.00% | +400 | New |
| Migdal Insurance & Financial Holdings Ltd. | 362 | $9.00K | 0.00% | −47−11.5% | Reduced |
| Headlands Technologies LLC | 317 | $8.09K | 0.00% | +317 | New |
| Concord Wealth Partners | 315 | $8.04K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 300 | $7.66K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 263 | $6.71K | 0.00% | +200+317.5% | Added |
| PFS Partners, LLC | 250 | $6.38K | 0.01% | −300−54.5% | Reduced |
| Legacy Financial Group LLC | 250 | $6.38K | 0.00% | +250 | New |
| Truvestments Capital LLC | 245 | $6.25K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 242 | $6.00K | 0.00% | +233+2,588.9% | Added |
| Larson Financial Group LLC | 234 | $5.97K | 0.00% | +234 | New |
| Versant Capital Management, Inc | 221 | $5.64K | 0.00% | +21+10.5% | Added |
| Global Retirement Partners, LLC | 220 | $5.30K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $5.10K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 198 | $5.05K | 0.00% | +198 | New |
| TD Waterhouse Canada Inc. | 164 | $4.43K | 0.00% | +12+7.9% | Added |
| PSI Advisors, LLC | 165 | $4.21K | 0.00% | +165 | New |
| 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 |
| HM Payson & Co | 135 | $3.45K | 0.00% | +24+21.6% | Added |
| Quent Capital, LLC | 131 | $3.34K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 126 | $3.22K | 0.00% | +126 | New |
| Sutton Wealth Advisors Inc. | 125 | $3.19K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| AlphaMark Advisors, LLC | 73 | $2.00K | 0.00% | +73 | New |
| JJJ Advisors Inc. | 75 | $1.91K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $1.58K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 60 | $1.53K | 0.00% | +60 | New |
| 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 |
| CNB Bank | 42 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $1.05K | 0.00% | −40−49.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 41 | $1.05K | 0.00% | −10−19.6% | Reduced |
| 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 |
| Baker Avenue Asset Management, LP | 36 | $919 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 29 | $740 | 0.00% | +29 | New |
| Kelly Financial Services LLC | 22 | $555 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $510 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $485 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $256 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $255 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $182 | 0.00% | +5 | New |
| North Star Investment Management Corp. | 5 | $128 | 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 |
| NVWM, LLC | 3 | $77 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $26 | 0.00% | −70−98.6% | Reduced |
| MCF Advisors LLC | 1 | $26 | 0.00% | +1 | New |
| 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 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −252,717−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −223,557−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −179,653−100.0% | Sold out |