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 9 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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1,786 | $51.3K | 0.00% | +1,326+288.3% | Added |
| Signaturefd, LLC | 1,883 | $54.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,034 | $58.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,301 | $66.1K | 0.00% | +358+18.4% | Added |
| Harbour Investments, Inc. | 2,427 | $69.7K | 0.00% | +25+1.0% | Added |
| National Bank of Canada | 2,827 | $81.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,968 | $85.2K | 0.04% | +2,818+1,878.7% | Added |
| IFP Advisors, Inc | 3,011 | $86.4K | 0.00% | −5−0.2% | Reduced |
| Banque Cantonale Vaudoise | 3,177 | $91.0K | 0.00% | +911+40.2% | Added |
| DekaBank Deutsche Girozentrale | 3,250 | $98.0K | 0.00% | +2,264+229.6% | Added |
| LM Advisors LLC | 3,500 | $100.5K | 0.02% | +3,500 | New |
| Allspring Global Investments Holdings, LLC | 3,602 | $103.4K | 0.00% | −2,108−36.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,680 | $105.7K | 0.00% | +72+2.0% | Added |
| FMR LLC | 4,165 | $119.6K | 0.00% | +998+31.5% | Added |
| CWM, LLC | 4,309 | $124.0K | 0.00% | −634−12.8% | Reduced |
| Belvedere Trading LLC | 4,452 | $127.8K | 0.01% | −3,374−43.1% | Reduced |
| Metropolitan Life Insurance Co | 4,650 | $133.5K | 0.01% | +1,113+31.5% | Added |
| GWM Advisors LLC | 4,708 | $135.2K | 0.00% | +55+1.2% | Added |
| US Bancorp | 5,341 | $153.3K | 0.00% | −1,360−20.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,609 | $161.0K | 0.00% | +4,438+379.0% | Added |
| AtonRa Partners | 6,238 | $179.1K | 0.36% | −910−12.7% | Reduced |
| Atria Wealth Solutions, Inc. | 7,042 | $202.2K | 0.00% | +7,042 | New |
| Meridian Wealth Management, LLC | 7,255 | $208.3K | 0.01% | +7,255 | New |
| Axq Capital, LP | 7,303 | $209.7K | 0.06% | +7,303 | New |
| Amundi | 7,908 | $223.8K | 0.00% | −4,128−34.3% | Reduced |
| Integrated Wealth Concepts LLC | 7,840 | $225.1K | 0.00% | −1,535−16.4% | Reduced |
| HSBC Holdings PLC | 7,911 | $227.8K | 0.00% | −29,994−79.1% | Reduced |
| PFG Advisors | 7,970 | $228.8K | 0.02% | +7,970 | New |
| Compagnie Lombard Odier SCmA | 8,000 | $229.7K | 0.00% | +3,000+60.0% | Added |
| Cornerstone Advisory, LLC | 8,001 | $229.7K | 0.04% | +10+0.1% | Added |
| Arete Wealth Advisors, LLC | 8,241 | $236.5K | 0.02% | −5,646−40.7% | Reduced |
| Ameritas Investment Partners, Inc. | 8,427 | $241.9K | 0.01% | +2,596+44.5% | Added |
| Guggenheim Capital LLC | 8,514 | $244.4K | 0.00% | +193+2.3% | Added |
| Bank of Nova Scotia | 8,670 | $248.9K | 0.00% | +8,670 | New |
| EWG Elevate Inc. | 8,876 | $254.8K | 0.11% | +679+8.3% | Added |
| Lesa Sroufe & Co | 9,109 | $262.0K | 0.27% | 00.0% | Unchanged |
| Spire Wealth Management | 10,564 | $262.1K | 0.01% | −1,996−15.9% | Reduced |
| Moors & Cabot, Inc. | 9,188 | $263.8K | 0.02% | −625−6.4% | Reduced |
| Aurora Private Wealth, Inc. | 9,428 | $271.0K | 0.26% | −218−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,494 | $272.6K | 0.00% | +1,150+13.8% | Added |
| Principal Financial Group Inc | 9,584 | $275.2K | 0.00% | +9,584 | New |
| EP Wealth Advisors, LLC | 9,639 | $276.7K | 0.00% | +644+7.2% | Added |
| SeaCrest Wealth Management, LLC | 10,462 | $285.2K | 0.04% | −1,962−15.8% | Reduced |
| BIP Wealth, LLC | 10,000 | $287.1K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 10,200 | $292.8K | 0.01% | +1,000+10.9% | Added |
| Nomura Holdings Inc | 10,273 | $294.9K | 0.00% | −30,853−75.0% | Reduced |
| Amalgamated Bank | 10,336 | $297.0K | 0.00% | +2,121+25.8% | Added |
| Capital Investment Advisory Services, LLC | 10,350 | $297.1K | 0.03% | +10,350 | New |
| Thrivent Financial for Lutherans | 10,498 | $301.0K | 0.00% | +204+2.0% | Added |
| Pictet Asset Management Holding SA | 10,695 | $307.1K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 11,000 | $315.8K | 0.05% | +150+1.4% | Added |
| Cubist Systematic Strategies, LLC | 11,661 | $334.8K | 0.00% | −212,654−94.8% | Reduced |
| Avantax Advisory Services, Inc. | 11,859 | $340.5K | 0.00% | +1,401+13.4% | Added |
| Harbour Capital Advisors, LLC | 12,355 | $341.1K | 0.09% | +12,355 | New |
| Brevan Howard Capital Management LP | 12,073 | $346.6K | 0.03% | +12,073 | New |
| Los Angeles Capital Management LLC | 12,193 | $350.1K | 0.00% | +12,193 | New |
| Chesapeake Capital Corp | 12,818 | $368.0K | 0.27% | +12,818 | New |
| Sigma Planning Corp | 12,828 | $368.3K | 0.03% | −28,593−69.0% | Reduced |
| Great Valley Advisor Group, Inc. | 12,937 | $371.4K | 0.01% | +3,420+35.9% | Added |
| Oxford Asset Management LLP | 13,265 | $380.8K | 0.58% | +13,265 | New |
| Public Employees Retirement Association of Colorado | 13,264 | $381.0K | 0.00% | −1,617−10.9% | Reduced |
| Mariner, LLC | 13,292 | $381.6K | 0.00% | +337+2.6% | Added |
| Leonteq Securities AG | 13,360 | $383.6K | 0.05% | +9,873+283.1% | Added |
| Brave Asset Management Inc | 13,361 | $383.6K | 0.11% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,637 | $391.5K | 0.00% | +2,820+26.1% | Added |
| Nebula Research & Development LLC | 13,815 | $396.6K | 0.12% | +13,815 | New |
| MML Investors Services, LLC | 13,899 | $399.0K | 0.00% | −530−3.7% | Reduced |
| GTS Securities LLC | 14,197 | $407.6K | 0.01% | −22,939−61.8% | Reduced |
| Mercer Global Advisors Inc | 14,213 | $408.0K | 0.00% | −2,121−13.0% | Reduced |
| Cetera Investment Advisers | 14,332 | $411.5K | 0.00% | +1,674+13.2% | Added |
| Northwestern Mutual Wealth Management Co | 14,525 | $417.0K | 0.00% | −70−0.5% | Reduced |
| Probity Advisors, Inc. | 14,666 | $421.1K | 0.09% | +1,165+8.6% | Added |
| Parallax Volatility Advisers, L.P. | 14,707 | $422.2K | 0.01% | +11,608+374.6% | Added |
| Level Four Advisory Services, LLC | 14,992 | $430.4K | 0.02% | +2,014+15.5% | Added |
| Jaffetilchin Investment Partners, LLC | 15,096 | $433.4K | 0.04% | −829−5.2% | Reduced |
| Beacon Pointe Advisors, LLC | 15,260 | $438.1K | 0.01% | +15,260 | New |
| Mission Wealth Management, LP | 15,475 | $444.3K | 0.01% | −1,500−8.8% | Reduced |
| ProShare Advisors LLC | 15,490 | $444.7K | 0.00% | +4,981+47.4% | Added |
| Envestnet Asset Management Inc | 15,575 | $447.2K | 0.00% | −2,626−14.4% | Reduced |
| Kingsview Wealth Management, LLC | 15,736 | $451.8K | 0.01% | +15,736 | New |
| Cerity Partners LLC | 15,846 | $454.9K | 0.00% | +15,846 | New |
| Headlands Technologies LLC | 16,070 | $461.4K | 0.14% | +15,753+4,969.4% | Added |
| D. E. Shaw & Co., Inc. | 16,245 | $466.4K | 0.00% | +1,199+8.0% | Added |
| Hedges Asset Management LLC | 16,300 | $468.0K | 0.37% | −2,400−12.8% | Reduced |
| IMC-Chicago, LLC | 16,769 | $481.4K | 0.02% | +16,769 | New |
| Virtu Financial LLC | 16,946 | $487.0K | 0.04% | +16,946 | New |
| Newbridge Financial Services Group, Inc. | 17,072 | $490.1K | 0.24% | −5,291−23.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,404 | $499.7K | 0.00% | −749−4.1% | Reduced |
| Aristides Capital LLC | 17,900 | $513.9K | 0.26% | +17,900 | New |
| 180 Wealth Advisors, LLC | 18,016 | $517.8K | 0.10% | −892−4.7% | Reduced |
| Cetera Advisor Networks LLC | 18,338 | $526.5K | 0.00% | +4,564+33.1% | Added |
| Nisa Investment Advisors, LLC | 20,088 | $576.7K | 0.00% | −1,090−5.1% | Reduced |
| Arkadios Wealth Advisors | 20,744 | $595.6K | 0.05% | +8,436+68.5% | Added |
| State Board of Administration of Florida Retirement System | 21,144 | $607.0K | 0.00% | +3,870+22.4% | Added |
| Rafferty Asset Management, LLC | 21,213 | $609.0K | 0.00% | +1,000+4.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,374 | $613.6K | 0.00% | +6,491+43.6% | Added |
| Forum Financial Management, LP | 22,023 | $632.3K | 0.01% | +1,230+5.9% | Added |
| AQR Capital Management LLC | 22,458 | $644.8K | 0.00% | +7,094+46.2% | Added |
| Benjamin Edwards Inc | 22,810 | $655.0K | 0.14% | +3,251+16.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,906 | $686.3K | 0.02% | +2,148+9.9% | Added |