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 |
|---|---|---|---|---|---|
| Commerce Bank | 29,795 | $855.4K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 29,452 | $845.6K | 0.00% | +2,640+9.8% | Added |
| Cavalier Investments, LLC | 29,308 | $841.4K | 0.31% | +704+2.5% | Added |
| Daiwa Securities Group Inc. | 28,478 | $818.0K | 0.01% | +811+2.9% | Added |
| CAPROCK Group, Inc. | 28,333 | $813.4K | 0.05% | +278+1.0% | Added |
| Advisory Research Inc | 28,309 | $812.8K | 0.13% | −31,797−52.9% | Reduced |
| Arizona State Retirement System | 27,254 | $782.5K | 0.01% | +121+0.4% | Added |
| Janney Montgomery Scott LLC | 26,304 | $755.0K | 0.00% | −9,900−27.3% | Reduced |
| Natixis | 25,878 | $743.0K | 0.01% | −653−2.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 25,875 | $742.9K | 0.30% | +5,755+28.6% | Added |
| Bank of Montreal | 23,668 | $720.0K | 0.00% | −349,081−93.7% | Reduced |
| Axxcess Wealth Management, LLC | 25,000 | $717.8K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 24,081 | $691.4K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 24,023 | $689.7K | 0.00% | −29,754−55.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,906 | $686.3K | 0.02% | +2,148+9.9% | Added |
| Benjamin Edwards Inc | 22,810 | $655.0K | 0.14% | +3,251+16.6% | Added |
| AQR Capital Management LLC | 22,458 | $644.8K | 0.00% | +7,094+46.2% | Added |
| Forum Financial Management, LP | 22,023 | $632.3K | 0.01% | +1,230+5.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,374 | $613.6K | 0.00% | +6,491+43.6% | Added |
| Rafferty Asset Management, LLC | 21,213 | $609.0K | 0.00% | +1,000+4.9% | Added |
| State Board of Administration of Florida Retirement System | 21,144 | $607.0K | 0.00% | +3,870+22.4% | Added |
| Arkadios Wealth Advisors | 20,744 | $595.6K | 0.05% | +8,436+68.5% | Added |
| Nisa Investment Advisors, LLC | 20,088 | $576.7K | 0.00% | −1,090−5.1% | Reduced |
| Cetera Advisor Networks LLC | 18,338 | $526.5K | 0.00% | +4,564+33.1% | Added |
| 180 Wealth Advisors, LLC | 18,016 | $517.8K | 0.10% | −892−4.7% | Reduced |
| Aristides Capital LLC | 17,900 | $513.9K | 0.26% | +17,900 | New |
| Wealth Enhancement Advisory Services, LLC | 17,404 | $499.7K | 0.00% | −749−4.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 17,072 | $490.1K | 0.24% | −5,291−23.7% | Reduced |
| Virtu Financial LLC | 16,946 | $487.0K | 0.04% | +16,946 | New |
| IMC-Chicago, LLC | 16,769 | $481.4K | 0.02% | +16,769 | New |
| Hedges Asset Management LLC | 16,300 | $468.0K | 0.37% | −2,400−12.8% | Reduced |
| D. E. Shaw & Co., Inc. | 16,245 | $466.4K | 0.00% | +1,199+8.0% | Added |
| Headlands Technologies LLC | 16,070 | $461.4K | 0.14% | +15,753+4,969.4% | Added |
| Cerity Partners LLC | 15,846 | $454.9K | 0.00% | +15,846 | New |
| Kingsview Wealth Management, LLC | 15,736 | $451.8K | 0.01% | +15,736 | New |
| Envestnet Asset Management Inc | 15,575 | $447.2K | 0.00% | −2,626−14.4% | Reduced |
| ProShare Advisors LLC | 15,490 | $444.7K | 0.00% | +4,981+47.4% | Added |
| Mission Wealth Management, LP | 15,475 | $444.3K | 0.01% | −1,500−8.8% | Reduced |
| Beacon Pointe Advisors, LLC | 15,260 | $438.1K | 0.01% | +15,260 | New |
| Jaffetilchin Investment Partners, LLC | 15,096 | $433.4K | 0.04% | −829−5.2% | Reduced |
| Level Four Advisory Services, LLC | 14,992 | $430.4K | 0.02% | +2,014+15.5% | Added |
| Parallax Volatility Advisers, L.P. | 14,707 | $422.2K | 0.01% | +11,608+374.6% | Added |
| Probity Advisors, Inc. | 14,666 | $421.1K | 0.09% | +1,165+8.6% | Added |
| Northwestern Mutual Wealth Management Co | 14,525 | $417.0K | 0.00% | −70−0.5% | Reduced |
| Cetera Investment Advisers | 14,332 | $411.5K | 0.00% | +1,674+13.2% | Added |
| Mercer Global Advisors Inc | 14,213 | $408.0K | 0.00% | −2,121−13.0% | Reduced |
| GTS Securities LLC | 14,197 | $407.6K | 0.01% | −22,939−61.8% | Reduced |
| MML Investors Services, LLC | 13,899 | $399.0K | 0.00% | −530−3.7% | Reduced |
| Nebula Research & Development LLC | 13,815 | $396.6K | 0.12% | +13,815 | New |
| Victory Capital Management Inc | 13,637 | $391.5K | 0.00% | +2,820+26.1% | Added |
| Brave Asset Management Inc | 13,361 | $383.6K | 0.11% | 00.0% | Unchanged |
| Leonteq Securities AG | 13,360 | $383.6K | 0.05% | +9,873+283.1% | Added |
| Mariner, LLC | 13,292 | $381.6K | 0.00% | +337+2.6% | Added |
| Public Employees Retirement Association of Colorado | 13,264 | $381.0K | 0.00% | −1,617−10.9% | Reduced |
| Oxford Asset Management LLP | 13,265 | $380.8K | 0.58% | +13,265 | New |
| Great Valley Advisor Group, Inc. | 12,937 | $371.4K | 0.01% | +3,420+35.9% | Added |
| Sigma Planning Corp | 12,828 | $368.3K | 0.03% | −28,593−69.0% | Reduced |
| Chesapeake Capital Corp | 12,818 | $368.0K | 0.27% | +12,818 | New |
| Los Angeles Capital Management LLC | 12,193 | $350.1K | 0.00% | +12,193 | New |
| Brevan Howard Capital Management LP | 12,073 | $346.6K | 0.03% | +12,073 | New |
| Harbour Capital Advisors, LLC | 12,355 | $341.1K | 0.09% | +12,355 | New |
| Avantax Advisory Services, Inc. | 11,859 | $340.5K | 0.00% | +1,401+13.4% | Added |
| Cubist Systematic Strategies, LLC | 11,661 | $334.8K | 0.00% | −212,654−94.8% | Reduced |
| Focused Wealth Management, Inc | 11,000 | $315.8K | 0.05% | +150+1.4% | Added |
| Pictet Asset Management Holding SA | 10,695 | $307.1K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,498 | $301.0K | 0.00% | +204+2.0% | Added |
| Capital Investment Advisory Services, LLC | 10,350 | $297.1K | 0.03% | +10,350 | New |
| Amalgamated Bank | 10,336 | $297.0K | 0.00% | +2,121+25.8% | Added |
| Nomura Holdings Inc | 10,273 | $294.9K | 0.00% | −30,853−75.0% | Reduced |
| Credit Agricole S A | 10,200 | $292.8K | 0.01% | +1,000+10.9% | Added |
| BIP Wealth, LLC | 10,000 | $287.1K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,462 | $285.2K | 0.04% | −1,962−15.8% | Reduced |
| EP Wealth Advisors, LLC | 9,639 | $276.7K | 0.00% | +644+7.2% | Added |
| Principal Financial Group Inc | 9,584 | $275.2K | 0.00% | +9,584 | New |
| Federation des caisses Desjardins du Quebec | 9,494 | $272.6K | 0.00% | +1,150+13.8% | Added |
| Aurora Private Wealth, Inc. | 9,428 | $271.0K | 0.26% | −218−2.3% | Reduced |
| Moors & Cabot, Inc. | 9,188 | $263.8K | 0.02% | −625−6.4% | Reduced |
| Spire Wealth Management | 10,564 | $262.1K | 0.01% | −1,996−15.9% | Reduced |
| Lesa Sroufe & Co | 9,109 | $262.0K | 0.27% | 00.0% | Unchanged |
| EWG Elevate Inc. | 8,876 | $254.8K | 0.11% | +679+8.3% | Added |
| Bank of Nova Scotia | 8,670 | $248.9K | 0.00% | +8,670 | New |
| Guggenheim Capital LLC | 8,514 | $244.4K | 0.00% | +193+2.3% | Added |
| Ameritas Investment Partners, Inc. | 8,427 | $241.9K | 0.01% | +2,596+44.5% | Added |
| Arete Wealth Advisors, LLC | 8,241 | $236.5K | 0.02% | −5,646−40.7% | Reduced |
| Cornerstone Advisory, LLC | 8,001 | $229.7K | 0.04% | +10+0.1% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $229.7K | 0.00% | +3,000+60.0% | Added |
| PFG Advisors | 7,970 | $228.8K | 0.02% | +7,970 | New |
| HSBC Holdings PLC | 7,911 | $227.8K | 0.00% | −29,994−79.1% | Reduced |
| Integrated Wealth Concepts LLC | 7,840 | $225.1K | 0.00% | −1,535−16.4% | Reduced |
| Amundi | 7,908 | $223.8K | 0.00% | −4,128−34.3% | Reduced |
| Axq Capital, LP | 7,303 | $209.7K | 0.06% | +7,303 | New |
| Meridian Wealth Management, LLC | 7,255 | $208.3K | 0.01% | +7,255 | New |
| Atria Wealth Solutions, Inc. | 7,042 | $202.2K | 0.00% | +7,042 | New |
| AtonRa Partners | 6,238 | $179.1K | 0.36% | −910−12.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,609 | $161.0K | 0.00% | +4,438+379.0% | Added |
| US Bancorp | 5,341 | $153.3K | 0.00% | −1,360−20.3% | Reduced |
| GWM Advisors LLC | 4,708 | $135.2K | 0.00% | +55+1.2% | Added |
| Metropolitan Life Insurance Co | 4,650 | $133.5K | 0.01% | +1,113+31.5% | Added |
| Belvedere Trading LLC | 4,452 | $127.8K | 0.01% | −3,374−43.1% | Reduced |
| CWM, LLC | 4,309 | $124.0K | 0.00% | −634−12.8% | Reduced |