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, Q4 2023
Institutional positions in C3.ai, Inc. as of Dec 31, 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
- 314
- +19 vs. Q3 2023
- Shares held
- 53.8M
- +6.71M (+14.2%) vs. Q3 2023
- Total value
- $1.55B
- +$341.7M (+28.4%) vs. Q3 2023
- New holders
- 55
- 126 more added
- Sold out
- 36
- 78 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $29 | 0.00% | −40−97.6% | Reduced |
| Gradient Investments LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $86 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3 | $86 | 0.00% | +3 | New |
| BOK Financial Private Wealth, Inc. | 4 | $115 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $144 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 9 | $258 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $287 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $288 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $316 | 0.00% | −8−42.1% | Reduced |
| Creative Financial Designs Inc | 20 | $574 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $625 | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 22 | $632 | 0.00% | −3,634−99.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 25 | $718 | 0.00% | −25−50.0% | Reduced |
| JJJ Advisors Inc. | 32 | $919 | 0.00% | −43−57.3% | Reduced |
| Hantz Financial Services, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $1.15K | 0.00% | +40 | New |
| Main Street Group, LTD | 41 | $1.18K | 0.00% | +41 | New |
| Bell Investment Advisors, Inc | 41 | $1.18K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 42 | $1.21K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $1.44K | 0.00% | +50 | New |
| Sunbelt Securities, Inc. | 50 | $1.44K | 0.00% | −450−90.0% | Reduced |
| Hallmark Capital Management Inc | 50 | $1.44K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $1.44K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 66 | $1.64K | 0.00% | +66 | New |
| Impact Partnership Wealth, LLC | 58 | $1.67K | 0.00% | −1,096−95.0% | Reduced |
| Pacific Center for Financial Services | 62 | $1.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 62 | $1.78K | 0.00% | +62 | New |
| Adirondack Trust Co | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 107 | $2.00K | 0.00% | +94+723.1% | Added |
| Fortitude Family Office, LLC | 75 | $2.15K | 0.00% | +75 | New |
| TD Waterhouse Canada Inc. | 64 | $2.18K | 0.00% | −100−61.0% | Reduced |
| Larson Financial Group LLC | 100 | $2.87K | 0.00% | −134−57.3% | Reduced |
| St Germain D J Co Inc | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $2.87K | 0.00% | +50+100.0% | Added |
| Toth Financial Advisory Corp | 100 | $2.87K | 0.00% | +100 | New |
| Riggs Asset Managment Co. Inc. | 100 | $2.87K | 0.00% | +100 | New |
| CVA Family Office, LLC | 100 | $2.87K | 0.00% | +100 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 109 | $3.13K | 0.00% | +105+2,625.0% | Added |
| Winch Advisory Services, LLC | 115 | $3.30K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 130 | $3.73K | 0.00% | +130 | New |
| Quent Capital, LLC | 131 | $3.76K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 150 | $4.31K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 165 | $4.74K | 0.00% | +165 | New |
| Coppell Advisory Solutions LLC | 188 | $5.40K | 0.00% | +188 | New |
| Level Financial Advisors, Inc. | 198 | $5.68K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 216 | $6.20K | 0.00% | +156+260.0% | Added |
| PayPay Securities Corp | 232 | $6.69K | 0.33% | −565−70.9% | Reduced |
| HM Payson & Co | 240 | $6.89K | 0.00% | +105+77.8% | Added |
| Covestor Ltd | 242 | $7.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 245 | $7.03K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 250 | $7.18K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 290 | $8.33K | 0.00% | −550−65.5% | Reduced |
| Custom Portfolio Group LLC | 294 | $8.44K | 0.01% | +294 | New |
| Archer Investment Corp | 296 | $8.50K | 0.00% | +170+134.9% | Added |
| Comerica Bank | 297 | $8.53K | 0.00% | +268+924.1% | Added |
| Manchester Capital Management LLC | 300 | $8.61K | 0.00% | +37+14.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 298 | $9.00K | 0.00% | −155−34.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 325 | $9.00K | 0.00% | +175+116.7% | Added |
| Concord Wealth Partners | 315 | $9.04K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 331 | $9.50K | 0.00% | +131+65.5% | Added |
| Global Retirement Partners, LLC | 391 | $9.80K | 0.00% | +171+77.7% | Added |
| ORG Partners LLC | 350 | $10.0K | 0.00% | +350 | New |
| NBC Securities, Inc. | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 364 | $11.0K | 0.00% | +2+0.6% | Added |
| Versant Capital Management, Inc | 423 | $12.1K | 0.00% | +202+91.4% | Added |
| Principal Securities, Inc. | 445 | $12.8K | 0.00% | +445 | New |
| Cullen/Frost Bankers, Inc. | 626 | $18.0K | 0.00% | +626 | New |
| EverSource Wealth Advisors, LLC | 644 | $18.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 764 | $21.9K | 0.00% | +14+1.9% | Added |
| STRS Ohio | 800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 775 | $22.3K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 806 | $23.1K | 0.00% | +53+7.0% | Added |
| Ancora Advisors, LLC | 830 | $23.8K | 0.00% | +330+66.0% | Added |
| Quadrant Capital Group LLC | 842 | $24.2K | 0.00% | −6−0.7% | Reduced |
| Atlantic Private Wealth, LLC | 907 | $26.0K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 932 | $26.8K | 0.03% | +932 | New |
| Russell Investments Group, Ltd. | 942 | $27.0K | 0.00% | +79+9.2% | Added |
| Armstrong Advisory Group, Inc | 998 | $28.7K | 0.00% | −1−0.1% | Reduced |
| Orion Capital Management LLC | 1,000 | $28.7K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $28.7K | 0.01% | +1,000 | New |
| TSFG, LLC | 1,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,133 | $32.5K | 0.00% | −349−23.5% | Reduced |
| Aspect Partners, LLC | 1,176 | $33.8K | 0.02% | +1,176 | New |
| Geneos Wealth Management Inc. | 1,217 | $34.9K | 0.00% | +350+40.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,351 | $38.8K | 0.01% | +632+87.9% | Added |
| Pathway Financial Advisers, LLC | 1,390 | $39.9K | 0.02% | −760−35.3% | Reduced |
| Resurgent Financial Advisors LLC | 1,413 | $40.6K | 0.02% | −291−17.1% | Reduced |
| Caitlin John, LLC | 1,420 | $40.8K | 0.03% | +1,420 | New |
| Bogart Wealth, LLC | 1,500 | $43.1K | 0.00% | −138−8.4% | Reduced |
| Pittenger & Anderson Inc | 1,500 | $43.1K | 0.00% | +1,500 | New |