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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 2,026 | $54.8K | 0.01% | +675+50.0% | Added |
| CIBC Private Wealth Group, LLC | 2,155 | $56.9K | 0.00% | +2,155 | New |
| Farther Finance Advisors, LLC | 2,181 | $57.6K | 0.00% | +395+22.1% | Added |
| Proequities, Inc. | 2,239 | $60.6K | 0.00% | +1,475+193.1% | Added |
| IFP Advisors, Inc | 2,461 | $66.6K | 0.00% | −550−18.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,494 | $67.5K | 0.00% | −7,000−73.7% | Reduced |
| Daiwa Securities Group Inc. | 2,634 | $71.0K | 0.00% | −25,844−90.8% | Reduced |
| KBC Group NV | 2,622 | $71.0K | 0.00% | +588+28.9% | Added |
| Amalgamated Bank | 2,778 | $75.0K | 0.00% | −7,558−73.1% | Reduced |
| Harbour Investments, Inc. | 2,886 | $78.1K | 0.00% | +459+18.9% | Added |
| Spire Wealth Management | 2,998 | $81.2K | 0.00% | −7,566−71.6% | Reduced |
| Transcendent Capital Group LLC | 3,075 | $83.2K | 0.05% | +3,075 | New |
| Steward Partners Investment Advisory, LLC | 3,707 | $100.3K | 0.00% | +1,406+61.1% | Added |
| Allspring Global Investments Holdings, LLC | 3,936 | $106.5K | 0.00% | +334+9.3% | Added |
| CoreCap Advisors, LLC | 4,035 | $109.2K | 0.01% | +4,035 | New |
| Metropolitan Life Insurance Co | 4,476 | $121.2K | 0.01% | −174−3.7% | Reduced |
| CWM, LLC | 4,583 | $124.0K | 0.00% | +274+6.4% | Added |
| GWM Advisors LLC | 4,934 | $133.6K | 0.00% | +226+4.8% | Added |
| National Bank of Canada | 5,835 | $139.3K | 0.00% | +3,008+106.4% | Added |
| Amundi | 6,717 | $140.2K | 0.00% | −1,191−15.1% | Reduced |
| US Bancorp | 5,299 | $143.4K | 0.00% | −42−0.8% | Reduced |
| Danske Bank A/S | 5,600 | $151.6K | 0.00% | +5,600 | New |
| The PNC Financial Services Group, Inc. | 6,796 | $184.0K | 0.00% | +3,116+84.7% | Added |
| FMR LLC | 7,018 | $190.0K | 0.00% | +2,853+68.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,506 | $203.2K | 0.01% | −16,400−68.6% | Reduced |
| Qube Research & Technologies Ltd | 7,542 | $204.2K | 0.00% | +7,542 | New |
| Centiva Capital, LP | 7,738 | $209.5K | 0.01% | +7,716+35,072.7% | Added |
| Aurora Private Wealth, Inc. | 8,039 | $212.0K | 0.18% | −1,389−14.7% | Reduced |
| Credit Agricole S A | 10,200 | $212.9K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 7,895 | $213.7K | 0.01% | −6,812−46.3% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $216.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8,076 | $218.6K | 0.03% | +75+0.9% | Added |
| Atria Wealth Solutions, Inc. | 8,087 | $218.9K | 0.00% | +1,045+14.8% | Added |
| Hedges Asset Management LLC | 8,400 | $227.4K | 0.16% | −7,900−48.5% | Reduced |
| Ameritas Investment Partners, Inc. | 8,427 | $228.1K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 8,568 | $231.9K | 0.11% | +5,600+188.7% | Added |
| Cerity Partners LLC | 8,592 | $232.6K | 0.00% | −7,254−45.8% | Reduced |
| SeaCrest Wealth Management, LLC | 9,020 | $244.2K | 0.03% | −1,442−13.8% | Reduced |
| Integrated Wealth Concepts LLC | 9,126 | $247.0K | 0.00% | +1,286+16.4% | Added |
| EWG Elevate Inc. | 9,538 | $258.2K | 0.10% | +662+7.5% | Added |
| Chesapeake Capital Corp | 9,562 | $258.8K | 0.19% | −3,256−25.4% | Reduced |
| PFG Advisors | 9,612 | $260.2K | 0.02% | +1,642+20.6% | Added |
| CIBC World Markets Inc. | 9,871 | $267.0K | 0.00% | +9,871 | New |
| Brave Asset Management Inc | 9,961 | $269.6K | 0.07% | −3,400−25.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,176 | $275.5K | 0.03% | +10,176 | New |
| Lesa Sroufe & Co | 10,234 | $277.0K | 0.26% | +1,125+12.4% | Added |
| EP Wealth Advisors, LLC | 10,239 | $277.2K | 0.00% | +600+6.2% | Added |
| BIP Wealth, LLC | 10,300 | $278.8K | 0.02% | +300+3.0% | Added |
| Thrivent Financial for Lutherans | 10,477 | $284.0K | 0.00% | −21−0.2% | Reduced |
| Principal Financial Group Inc | 10,703 | $289.7K | 0.00% | +1,119+11.7% | Added |
| Montchanin Asset Management, LLC | 10,975 | $297.0K | 0.29% | +10,975 | New |
| HSBC Holdings PLC | 11,169 | $302.3K | 0.00% | +3,258+41.2% | Added |
| Focused Wealth Management, Inc | 11,250 | $304.5K | 0.05% | +250+2.3% | Added |
| Envestnet Asset Management Inc | 11,796 | $319.3K | 0.00% | −3,779−24.3% | Reduced |
| Avantax Advisory Services, Inc. | 12,093 | $327.4K | 0.00% | +234+2.0% | Added |
| Banque Cantonale Vaudoise | 12,183 | $329.0K | 0.01% | +9,006+283.5% | Added |
| PFG Investments, LLC | 12,173 | $329.5K | 0.02% | +12,173 | New |
| Forum Financial Management, LP | 12,354 | $334.4K | 0.01% | −9,669−43.9% | Reduced |
| Public Employees Retirement Association of Colorado | 12,431 | $337.0K | 0.00% | −833−6.3% | Reduced |
| Pictet Asset Management Holding SA | 12,451 | $337.1K | 0.00% | +1,756+16.4% | Added |
| Moors & Cabot, Inc. | 12,463 | $337.4K | 0.02% | +3,275+35.6% | Added |
| MML Investors Services, LLC | 12,538 | $339.0K | 0.00% | −1,361−9.8% | Reduced |
| GTS Securities LLC | 13,276 | $359.4K | 0.01% | −921−6.5% | Reduced |
| Zuckerman Investment Group, LLC | 13,300 | $360.0K | 0.04% | +13,300 | New |
| HAP Trading, LLC | 13,513 | $365.8K | 0.11% | +13,513 | New |
| Mercer Global Advisors Inc | 13,567 | $367.0K | 0.00% | −646−4.5% | Reduced |
| Victory Capital Management Inc | 13,781 | $373.1K | 0.00% | +144+1.1% | Added |
| Probity Advisors, Inc. | 13,865 | $375.3K | 0.08% | −801−5.5% | Reduced |
| Sigma Planning Corp | 13,906 | $376.4K | 0.01% | +1,078+8.4% | Added |
| Mariner, LLC | 14,220 | $384.9K | 0.00% | +928+7.0% | Added |
| Magnetar Financial LLC | 14,315 | $387.5K | 0.01% | −53,728−79.0% | Reduced |
| Great Valley Advisor Group, Inc. | 14,487 | $392.0K | 0.01% | +1,550+12.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,585 | $394.8K | 0.00% | −2,819−16.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,625 | $395.9K | 0.04% | −471−3.1% | Reduced |
| 180 Wealth Advisors, LLC | 15,053 | $407.5K | 0.07% | −2,963−16.4% | Reduced |
| Kingsview Wealth Management, LLC | 15,455 | $418.4K | 0.01% | −281−1.8% | Reduced |
| Mission Wealth Management, LP | 15,530 | $420.4K | 0.01% | +55+0.4% | Added |
| Level Four Advisory Services, LLC | 14,992 | $430.4K | 0.02% | 00.0% | Unchanged |
| Marex Group plc | 16,397 | $443.9K | 0.01% | −13,660−45.4% | Reduced |
| ProShare Advisors LLC | 16,790 | $454.5K | 0.00% | +1,300+8.4% | Added |
| Aristides Capital LLC | 17,900 | $484.6K | 0.21% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 18,168 | $491.8K | 0.21% | +1,096+6.4% | Added |
| Teza Capital Management LLC | 18,409 | $498.3K | 0.07% | +18,409 | New |
| Beacon Pointe Advisors, LLC | 18,709 | $506.5K | 0.01% | +3,449+22.6% | Added |
| Leonteq Securities AG | 18,733 | $507.1K | 0.07% | +5,373+40.2% | Added |
| Rafferty Asset Management, LLC | 18,864 | $510.6K | 0.00% | −2,349−11.1% | Reduced |
| Balyasny Asset Management LLC | 19,077 | $516.4K | 0.00% | +19,077 | New |
| Woodline Partners LP | 19,171 | $519.0K | 0.00% | +19,171 | New |
| Tudor Investment Corp Et Al | 19,188 | $519.4K | 0.01% | +19,188 | New |
| Los Angeles Capital Management LLC | 19,585 | $530.2K | 0.00% | +7,392+60.6% | Added |
| Nisa Investment Advisors, LLC | 20,148 | $545.4K | 0.00% | +60+0.3% | Added |
| Truist Financial Corp | 20,188 | $546.5K | 0.00% | −15,302−43.1% | Reduced |
| American Century Companies Inc | 21,015 | $568.9K | 0.00% | −3,008−12.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,374 | $578.6K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 21,864 | $592.0K | 0.00% | −132,446−85.8% | Reduced |
| Benjamin Edwards Inc | 22,264 | $603.0K | 0.12% | −546−2.4% | Reduced |
| Pearl River Capital, LLC | 22,659 | $613.4K | 0.10% | +22,659 | New |
| Arkadios Wealth Advisors | 23,173 | $627.3K | 0.05% | +2,429+11.7% | Added |
| CI Private Wealth, LLC | 23,276 | $630.1K | 0.00% | −6,176−21.0% | Reduced |
| Bank of Montreal | 23,114 | $638.6K | 0.00% | −554−2.3% | Reduced |