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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 24,023 | $689.7K | 0.00% | −29,754−55.3% | Reduced |
| Ieq Capital, LLC | 24,081 | $691.4K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 25,000 | $717.8K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 23,668 | $720.0K | 0.00% | −349,081−93.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 25,875 | $742.9K | 0.30% | +5,755+28.6% | Added |
| Natixis | 25,878 | $743.0K | 0.01% | −653−2.5% | Reduced |
| Janney Montgomery Scott LLC | 26,304 | $755.0K | 0.00% | −9,900−27.3% | Reduced |
| Arizona State Retirement System | 27,254 | $782.5K | 0.01% | +121+0.4% | Added |
| Advisory Research Inc | 28,309 | $812.8K | 0.13% | −31,797−52.9% | Reduced |
| CAPROCK Group, Inc. | 28,333 | $813.4K | 0.05% | +278+1.0% | Added |
| Daiwa Securities Group Inc. | 28,478 | $818.0K | 0.01% | +811+2.9% | Added |
| Cavalier Investments, LLC | 29,308 | $841.4K | 0.31% | +704+2.5% | Added |
| CI Private Wealth, LLC | 29,452 | $845.6K | 0.00% | +2,640+9.8% | Added |
| Commerce Bank | 29,795 | $855.4K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 30,057 | $862.9K | 0.03% | +30,057 | New |
| Hussman Strategic Advisors, Inc. | 31,500 | $904.4K | 0.21% | −31,500−50.0% | Reduced |
| Wedbush Securities Inc | 32,122 | $922.0K | 0.04% | −767−2.3% | Reduced |
| Legacy Capital Group California, Inc. | 32,234 | $925.4K | 0.36% | −11,316−26.0% | Reduced |
| Private Advisor Group, LLC | 32,540 | $934.2K | 0.01% | +1,415+4.5% | Added |
| Oppenheimer & Co Inc | 32,681 | $938.3K | 0.02% | +4,175+14.6% | Added |
| Strategic Planning Group, LLC | 32,737 | $939.9K | 0.31% | +32,737 | New |
| New York State Common Retirement Fund | 33,135 | $951.3K | 0.00% | +8,141+32.6% | Added |
| Allworth Financial LP | 33,527 | $962.6K | 0.01% | +32,813+4,595.7% | Added |
| Baird Financial Group, Inc. | 33,700 | $967.5K | 0.00% | −66−0.2% | Reduced |
| Global Assets Advisory, LLC | 33,865 | $975.0K | 1.26% | −277−0.8% | Reduced |
| National Asset Management, Inc. | 35,248 | $1.01M | 0.03% | +35,248 | New |
| Creative Planning | 35,359 | $1.02M | 0.00% | +8,915+33.7% | Added |
| Fortem Financial Group, LLC | 35,401 | $1.02M | 0.51% | +9,121+34.7% | Added |
| Truist Financial Corp | 35,490 | $1.02M | 0.00% | −3,029−7.9% | Reduced |
| Ensign Peak Advisors, Inc | 35,500 | $1.02M | 0.00% | +1,800+5.3% | Added |
| Focus Financial Network Inc | 38,660 | $1.11M | 0.04% | +38,660 | New |
| Verition Fund Management LLC | 40,047 | $1.15M | 0.01% | +40,047 | New |
| Barnes Pettey Financial Advisors, LLC | 40,432 | $1.16M | 0.94% | +40,432 | New |
| American International Group, Inc. | 40,467 | $1.16M | 0.00% | +10,261+34.0% | Added |
| Engineers Gate Manager LP | 40,565 | $1.16M | 0.03% | +26,296+184.3% | Added |
| DGS Capital Management, LLC | 41,544 | $1.19M | 0.46% | 00.0% | Unchanged |
| MetLife Investment Management | 42,872 | $1.23M | 0.01% | +11,224+35.5% | Added |
| Deutsche Bank AG | 42,892 | $1.23M | 0.00% | +11,235+35.5% | Added |
| Janus Henderson Group PLC | 43,502 | $1.25M | 0.00% | −60−0.1% | Reduced |
| Toroso Investments, LLC | 49,173 | $1.41M | 0.03% | −12,661−20.5% | Reduced |
| Cowen and Company, LLC | 50,000 | $1.44M | 0.09% | +50,000 | New |
| Susquehanna International Group, LLP | 50,372 | $1.45M | 0.00% | +50,372 | New |
| Manufacturers Life Insurance Company, The | 51,497 | $1.48M | 0.00% | +9,527+22.7% | Added |
| Exchange Traded Concepts, LLC | 52,026 | $1.49M | 0.04% | +18,783+56.5% | Added |
| Commonwealth Equity Services, LLC | 52,288 | $1.50M | 0.00% | −1,352−2.5% | Reduced |
| Simplex Trading, LLC | 52,536 | $1.51M | 0.05% | +52,536 | New |
| Stifel Financial Corp | 53,588 | $1.54M | 0.00% | +21,898+69.1% | Added |
| Rockefeller Capital Management L.P. | 53,799 | $1.54M | 0.01% | +1,959+3.8% | Added |
| HighTower Advisors, LLC | 54,036 | $1.55M | 0.00% | +1,513+2.9% | Added |
| Ameriprise Financial Inc | 54,668 | $1.57M | 0.00% | −1,347−2.4% | Reduced |
| Advisory Services Network, LLC | 59,606 | $1.71M | 0.04% | +11,065+22.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 62,825 | $1.80M | 0.00% | +9,888+18.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 66,058 | $1.90M | 0.01% | −8,762−11.7% | Reduced |
| Shearwater Capital LLC | 67,276 | $1.93M | 1.53% | 00.0% | Unchanged |
| Magnetar Financial LLC | 68,043 | $1.95M | 0.05% | +56,956+513.7% | Added |
| Jefferies Financial Group Inc. | 75,000 | $2.15M | 0.03% | +75,000 | New |
| Invesco Ltd. | 78,474 | $2.25M | 0.00% | +24,566+45.6% | Added |
| Millennium Management LLC | 78,618 | $2.26M | 0.00% | +35,868+83.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 79,156 | $2.27M | 0.04% | +79,156 | New |
| AE Wealth Management LLC | 91,103 | $2.29M | 0.01% | −301−0.3% | Reduced |
| Two Sigma Advisers, LP | 80,400 | $2.31M | 0.01% | +80,400 | New |
| Harvest Investment Services, LLC | 80,450 | $2.31M | 1.06% | −40,269−33.4% | Reduced |
| Alliancebernstein L.P. | 83,876 | $2.41M | 0.00% | +2,868+3.5% | Added |
| State of New Jersey Common Pension Fund D | 84,345 | $2.42M | 0.01% | +4,854+6.1% | Added |
| Mutual of America Capital Management LLC | 84,937 | $2.44M | 0.03% | −2,879−3.3% | Reduced |
| State of Wisconsin Investment Board | 93,872 | $2.70M | 0.01% | −9,061−8.8% | Reduced |
| Royal Bank of Canada | 98,389 | $2.83M | 0.00% | +1,218+1.3% | Added |
| California State Teachers Retirement System | 100,234 | $2.88M | 0.00% | +2,613+2.7% | Added |
| Credit Suisse AG | 100,992 | $2.90M | 0.00% | +13,610+15.6% | Added |
| Youngs Advisory Group, Inc. | 101,127 | $2.90M | 1.45% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 105,761 | $3.04M | 0.02% | +74,175+234.8% | Added |
| UBS Asset Management Americas Inc | 106,065 | $3.05M | 0.00% | +6,009+6.0% | Added |
| Kestra Advisory Services, LLC | 116,605 | $3.35M | 0.03% | +9,876+9.3% | Added |
| Optiver Holding B.V. | 117,441 | $3.37M | 0.10% | −21,007−15.2% | Reduced |
| Marshall Wace, LLP | 122,300 | $3.51M | 0.01% | +83,900+218.5% | Added |
| LPL Financial LLC | 123,705 | $3.55M | 0.00% | −35,584−22.3% | Reduced |
| Rhumbline Advisers | 134,736 | $3.87M | 0.00% | +29,175+27.6% | Added |
| Wells Fargo & Company | 135,777 | $3.90M | 0.00% | +5,764+4.4% | Added |
| Barclays PLC | 142,491 | $4.09M | 0.00% | +85,466+149.9% | Added |
| SG Americas Securities, LLC | 154,310 | $4.43M | 0.05% | −90,598−37.0% | Reduced |
| Raymond James & Associates | 179,421 | $5.15M | 0.00% | +20,478+12.9% | Added |
| Dimensional Fund Advisors LP | 184,156 | $5.29M | 0.00% | +266+0.1% | Added |
| Perigon Wealth Management, LLC | 188,634 | $5.42M | 0.18% | +2,200+1.2% | Added |
| Swiss National Bank | 192,200 | $5.52M | 0.00% | −17,300−8.3% | Reduced |
| UBS Group AG | 196,294 | $5.64M | 0.00% | +13,135+7.2% | Added |
| Renaissance Technologies LLC | 210,900 | $6.05M | 0.01% | +146,600+228.0% | Added |
| Nuveen Asset Management, LLC | 245,768 | $7.06M | 0.00% | +82,078+50.1% | Added |
| First Trust Advisors LP | 273,641 | $7.86M | 0.01% | +29,610+12.1% | Added |
| Legal & General Group Plc | 313,006 | $8.99M | 0.00% | +64,301+25.9% | Added |
| JPMorgan Chase & Co | 327,967 | $9.42M | 0.00% | +48,468+17.3% | Added |
| Price T Rowe Associates Inc | 362,658 | $10.4M | 0.00% | +321,517+781.5% | Added |
| Dow Chemical Co | 368,098 | $10.6M | 1.69% | 00.0% | Unchanged |
| Norges Bank | 378,923 | $10.9M | 0.00% | +111,643+41.8% | Added |
| Citadel Advisors LLC | 388,094 | $11.1M | 0.01% | +158,990+69.4% | Added |
| Advisor Group Holdings, Inc. | 401,976 | $11.5M | 0.02% | −53,248−11.7% | Reduced |
| EVR Research LP | 480,000 | $13.8M | 3.10% | −305,000−38.9% | Reduced |
| Jane Street Group, LLC | 583,884 | $16.8M | 0.02% | +385,782+194.7% | Added |
| Sculptor Capital LP | 626,500 | $18.0M | 0.45% | +589,500+1,593.2% | Added |
| Citigroup Inc | 626,803 | $18.0M | 0.02% | +460,500+276.9% | Added |
| Charles Schwab Investment Management Inc | 706,677 | $20.3M | 0.01% | +66,701+10.4% | Added |