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, Q1 2024
Institutional positions in C3.ai, Inc. as of Mar 31, 2024. 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
- 308
- −2 vs. Q4 2023
- Shares held
- 51.2M
- −2.61M (−4.9%) vs. Q4 2023
- Total value
- $1.36B
- −$185.6M (−12.0%) vs. Q4 2023
- New holders
- 44
- 112 more added
- Sold out
- 46
- 90 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $27 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3 | $81 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $81 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $108 | 0.00% | +4 | New |
| BOK Financial Private Wealth, Inc. | 4 | $109 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $135 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $271 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $271 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $271 | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 11 | $298 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 19 | $514 | 0.00% | +19 | New |
| Creative Financial Designs Inc | 20 | $541 | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 24 | $541 | 0.00% | +24 | New |
| JJJ Advisors Inc. | 20 | $542 | 0.00% | −12−37.5% | Reduced |
| Kelly Financial Services LLC | 22 | $589 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 39 | $1.00K | 0.00% | +9+30.0% | Added |
| Ogorek Anthony Joseph | 60 | $1.00K | 0.00% | +60 | New |
| Main Street Group, LTD | 41 | $1.08K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $1.11K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 42 | $1.14K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 58 | $1.57K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $1.68K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 72 | $1.95K | 0.00% | +6+9.1% | Added |
| Fortitude Family Office, LLC | 75 | $2.03K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 64 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 77 | $2.08K | 0.00% | +27+54.0% | Added |
| Continuum Advisory, LLC | 100 | $2.43K | 0.00% | +100 | New |
| St Germain D J Co Inc | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $2.71K | 0.00% | +100 | New |
| ORG Partners LLC | 109 | $2.88K | 0.01% | −241−68.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $3.11K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 131 | $3.55K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 131 | $3.55K | 0.00% | −200−60.4% | Reduced |
| Quarry LP | 136 | $3.68K | 0.00% | +136 | New |
| Private Wealth Management Group, LLC | 147 | $3.98K | 0.00% | +85+137.1% | Added |
| Macroview Investment Management LLC | 208 | $5.63K | 0.01% | +99+90.8% | Added |
| PayPay Securities Corp | 241 | $6.52K | 0.33% | +9+3.9% | Added |
| Truvestments Capital LLC | 245 | $6.63K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 250 | $6.77K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 260 | $6.86K | 0.00% | +260 | New |
| Northwestern Mutual Wealth Management Co | 255 | $6.90K | 0.00% | −14,270−98.2% | Reduced |
| Russell Investments Group, Ltd. | 258 | $6.98K | 0.00% | −684−72.6% | Reduced |
| Covestor Ltd | 241 | $7.00K | 0.00% | −1−0.4% | Reduced |
| Tucker Asset Management LLC | 290 | $7.85K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 296 | $8.01K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $8.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 300 | $8.12K | 0.00% | +300 | New |
| Concord Wealth Partners | 315 | $8.53K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 325 | $8.80K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 361 | $9.77K | 0.00% | −30−7.7% | Reduced |
| Clearstead Advisors, LLC | 400 | $9.98K | 0.00% | +300+300.0% | Added |
| Versant Capital Management, Inc | 407 | $11.0K | 0.00% | −16−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 413 | $11.2K | 0.00% | +306+286.0% | Added |
| Caitlin John, LLC | 425 | $11.5K | 0.01% | −995−70.1% | Reduced |
| Huntington National Bank | 428 | $11.6K | 0.00% | +428 | New |
| Migdal Insurance & Financial Holdings Ltd. | 445 | $12.0K | 0.00% | +81+22.3% | Added |
| NBC Securities, Inc. | 515 | $13.0K | 0.00% | +115+28.7% | Added |
| Cutler Group LP | 551 | $14.0K | 0.01% | +551 | New |
| Principal Securities, Inc. | 544 | $14.7K | 0.00% | +99+22.2% | Added |
| Quintet Private Bank (Europe) S.A. | 489 | $14.9K | 0.00% | +489 | New |
| Cullen/Frost Bankers, Inc. | 626 | $16.9K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 668 | $18.0K | 0.00% | +370+124.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 699 | $18.9K | 0.00% | +699 | New |
| Castleview Partners, LLC | 775 | $21.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 815 | $22.1K | 0.00% | −27−3.2% | Reduced |
| Sandy Spring Bank | 866 | $23.4K | 0.00% | +650+300.9% | Added |
| ICA Group Wealth Management, LLC | 870 | $23.6K | 0.00% | −130−13.0% | Reduced |
| Tower Research Capital LLC (TRC) | 890 | $24.1K | 0.00% | −4,719−84.1% | Reduced |
| Lindbrook Capital, LLC | 899 | $24.3K | 0.00% | +899 | New |
| Clear Street Markets LLC | 1,000 | $27.0K | 0.01% | +1,000 | New |
| Orion Capital Management LLC | 1,000 | $27.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $27.1K | 0.00% | +900+900.0% | Added |
| HM Payson & Co | 1,051 | $28.5K | 0.00% | +811+337.9% | Added |
| Armstrong Advisory Group, Inc | 998 | $28.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,133 | $30.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,150 | $31.0K | 0.01% | +150+15.0% | Added |
| Comerica Bank | 1,203 | $32.6K | 0.00% | +906+305.1% | Added |
| Geneos Wealth Management Inc. | 1,217 | $32.9K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 896,676 | $34.0K | 1.55% | +862,811+2,547.8% | Added |
| Pathway Financial Advisers, LLC | 1,390 | $37.6K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,458 | $39.5K | 0.03% | +282+24.0% | Added |
| Pittenger & Anderson Inc | 1,500 | $40.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,830 | $49.5K | 0.00% | +330+22.0% | Added |
| Signaturefd, LLC | 1,924 | $52.1K | 0.00% | +41+2.2% | Added |
| WealthCollab, LLC | 2,000 | $54.1K | 0.04% | +2,000 | New |