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, 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 |
|---|---|---|---|---|---|
| FMR LLC | 4,165 | $119.6K | 0.00% | +998+31.5% | Added |
| The PNC Financial Services Group, Inc. | 3,680 | $105.7K | 0.00% | +72+2.0% | Added |
| Allspring Global Investments Holdings, LLC | 3,602 | $103.4K | 0.00% | −2,108−36.9% | Reduced |
| LM Advisors LLC | 3,500 | $100.5K | 0.02% | +3,500 | New |
| DekaBank Deutsche Girozentrale | 3,250 | $98.0K | 0.00% | +2,264+229.6% | Added |
| Banque Cantonale Vaudoise | 3,177 | $91.0K | 0.00% | +911+40.2% | Added |
| IFP Advisors, Inc | 3,011 | $86.4K | 0.00% | −5−0.2% | Reduced |
| Optimum Investment Advisors | 2,968 | $85.2K | 0.04% | +2,818+1,878.7% | Added |
| National Bank of Canada | 2,827 | $81.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,427 | $69.7K | 0.00% | +25+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,301 | $66.1K | 0.00% | +358+18.4% | Added |
| KBC Group NV | 2,034 | $58.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,883 | $54.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,786 | $51.3K | 0.00% | +1,326+288.3% | Added |
| 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 |
| Caitlin John, LLC | 1,420 | $40.8K | 0.03% | +1,420 | New |
| Resurgent Financial Advisors LLC | 1,413 | $40.6K | 0.02% | −291−17.1% | Reduced |
| Pathway Financial Advisers, LLC | 1,390 | $39.9K | 0.02% | −760−35.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,351 | $38.8K | 0.01% | +632+87.9% | Added |
| Geneos Wealth Management Inc. | 1,217 | $34.9K | 0.00% | +350+40.4% | Added |
| Aspect Partners, LLC | 1,176 | $33.8K | 0.02% | +1,176 | New |
| Parallel Advisors, LLC | 1,133 | $32.5K | 0.00% | −349−23.5% | Reduced |
| TSFG, LLC | 1,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Armstrong Advisory Group, Inc | 998 | $28.7K | 0.00% | −1−0.1% | Reduced |
| Russell Investments Group, Ltd. | 942 | $27.0K | 0.00% | +79+9.2% | Added |
| EntryPoint Capital, LLC | 932 | $26.8K | 0.03% | +932 | New |
| Atlantic Private Wealth, LLC | 907 | $26.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 842 | $24.2K | 0.00% | −6−0.7% | Reduced |
| Ancora Advisors, LLC | 830 | $23.8K | 0.00% | +330+66.0% | Added |
| Itau Unibanco Holding S.A. | 806 | $23.1K | 0.00% | +53+7.0% | Added |
| Castleview Partners, LLC | 775 | $22.3K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 764 | $21.9K | 0.00% | +14+1.9% | Added |
| EverSource Wealth Advisors, LLC | 644 | $18.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 626 | $18.0K | 0.00% | +626 | New |
| Principal Securities, Inc. | 445 | $12.8K | 0.00% | +445 | New |
| Versant Capital Management, Inc | 423 | $12.1K | 0.00% | +202+91.4% | Added |
| 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 |
| ORG Partners LLC | 350 | $10.0K | 0.00% | +350 | New |
| Global Retirement Partners, LLC | 391 | $9.80K | 0.00% | +171+77.7% | Added |
| Salem Investment Counselors Inc | 331 | $9.50K | 0.00% | +131+65.5% | Added |
| Concord Wealth Partners | 315 | $9.04K | 0.00% | 00.0% | Unchanged |
| 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 |
| Manchester Capital Management LLC | 300 | $8.61K | 0.00% | +37+14.1% | Added |
| Comerica Bank | 297 | $8.53K | 0.00% | +268+924.1% | Added |
| Archer Investment Corp | 296 | $8.50K | 0.00% | +170+134.9% | Added |
| Custom Portfolio Group LLC | 294 | $8.44K | 0.01% | +294 | New |
| Tucker Asset Management LLC | 290 | $8.33K | 0.00% | −550−65.5% | Reduced |
| PFS Partners, LLC | 250 | $7.18K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 245 | $7.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 242 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 240 | $6.89K | 0.00% | +105+77.8% | Added |
| PayPay Securities Corp | 232 | $6.69K | 0.33% | −565−70.9% | Reduced |
| Sandy Spring Bank | 216 | $6.20K | 0.00% | +156+260.0% | Added |
| Level Financial Advisors, Inc. | 198 | $5.68K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 188 | $5.40K | 0.00% | +188 | New |
| Private Ocean, LLC | 165 | $4.74K | 0.00% | +165 | New |
| Stone House Investment Management, LLC | 150 | $4.31K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 131 | $3.76K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 130 | $3.73K | 0.00% | +130 | New |
| Winch Advisory Services, LLC | 115 | $3.30K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 109 | $3.13K | 0.00% | +105+2,625.0% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Waterhouse Canada Inc. | 64 | $2.18K | 0.00% | −100−61.0% | Reduced |
| Fortitude Family Office, LLC | 75 | $2.15K | 0.00% | +75 | New |
| AlphaMark Advisors, LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 107 | $2.00K | 0.00% | +94+723.1% | Added |
| Adirondack Trust Co | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| 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 |
| Impact Partnership Wealth, LLC | 58 | $1.67K | 0.00% | −1,096−95.0% | Reduced |
| GAMMA Investing LLC | 66 | $1.64K | 0.00% | +66 | 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 |
| Insight Financial Services | 50 | $1.44K | 0.00% | +50 | New |
| CNB Bank | 42 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $1.18K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 41 | $1.18K | 0.00% | +41 | New |
| Plante Moran Financial Advisors, LLC | 40 | $1.15K | 0.00% | +40 | New |
| Hantz Financial Services, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 32 | $919 | 0.00% | −43−57.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 25 | $718 | 0.00% | −25−50.0% | Reduced |
| Centiva Capital, LP | 22 | $632 | 0.00% | −3,634−99.4% | Reduced |
| Kelly Financial Services LLC | 22 | $625 | 0.00% | 00.0% | Unchanged |