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, 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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 31,946 | $719.7K | 0.06% | +31,302+4,860.6% | Added |
| Canada Pension Plan Investment Board | 25,700 | $695.7K | 0.00% | +25,700 | New |
| KG&L Capital Management,LLC | 25,385 | $687.2K | 0.27% | +25,385 | New |
| Total Clarity Wealth Management, Inc. | 25,346 | $686.1K | 0.24% | −529−2.0% | Reduced |
| Axxcess Wealth Management, LLC | 25,105 | $679.6K | 0.02% | +105+0.4% | Added |
| Janney Montgomery Scott LLC | 24,354 | $659.0K | 0.00% | −1,950−7.4% | Reduced |
| Private Advisor Group, LLC | 24,180 | $654.6K | 0.00% | −8,360−25.7% | Reduced |
| Ieq Capital, LLC | 24,081 | $651.9K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 23,114 | $638.6K | 0.00% | −554−2.3% | Reduced |
| CI Private Wealth, LLC | 23,276 | $630.1K | 0.00% | −6,176−21.0% | Reduced |
| Arkadios Wealth Advisors | 23,173 | $627.3K | 0.05% | +2,429+11.7% | Added |
| Pearl River Capital, LLC | 22,659 | $613.4K | 0.10% | +22,659 | New |
| Benjamin Edwards Inc | 22,264 | $603.0K | 0.12% | −546−2.4% | Reduced |
| SG Americas Securities, LLC | 21,864 | $592.0K | 0.00% | −132,446−85.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,374 | $578.6K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 21,015 | $568.9K | 0.00% | −3,008−12.5% | Reduced |
| Truist Financial Corp | 20,188 | $546.5K | 0.00% | −15,302−43.1% | Reduced |
| Nisa Investment Advisors, LLC | 20,148 | $545.4K | 0.00% | +60+0.3% | Added |
| Los Angeles Capital Management LLC | 19,585 | $530.2K | 0.00% | +7,392+60.6% | Added |
| Tudor Investment Corp Et Al | 19,188 | $519.4K | 0.01% | +19,188 | New |
| Woodline Partners LP | 19,171 | $519.0K | 0.00% | +19,171 | New |
| Balyasny Asset Management LLC | 19,077 | $516.4K | 0.00% | +19,077 | New |
| Rafferty Asset Management, LLC | 18,864 | $510.6K | 0.00% | −2,349−11.1% | Reduced |
| Leonteq Securities AG | 18,733 | $507.1K | 0.07% | +5,373+40.2% | Added |
| Beacon Pointe Advisors, LLC | 18,709 | $506.5K | 0.01% | +3,449+22.6% | Added |
| Teza Capital Management LLC | 18,409 | $498.3K | 0.07% | +18,409 | New |
| Newbridge Financial Services Group, Inc. | 18,168 | $491.8K | 0.21% | +1,096+6.4% | Added |
| Aristides Capital LLC | 17,900 | $484.6K | 0.21% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,790 | $454.5K | 0.00% | +1,300+8.4% | Added |
| Marex Group plc | 16,397 | $443.9K | 0.01% | −13,660−45.4% | Reduced |
| Level Four Advisory Services, LLC | 14,992 | $430.4K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 15,530 | $420.4K | 0.01% | +55+0.4% | Added |
| Kingsview Wealth Management, LLC | 15,455 | $418.4K | 0.01% | −281−1.8% | Reduced |
| 180 Wealth Advisors, LLC | 15,053 | $407.5K | 0.07% | −2,963−16.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,625 | $395.9K | 0.04% | −471−3.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,585 | $394.8K | 0.00% | −2,819−16.2% | Reduced |
| Great Valley Advisor Group, Inc. | 14,487 | $392.0K | 0.01% | +1,550+12.0% | Added |
| Magnetar Financial LLC | 14,315 | $387.5K | 0.01% | −53,728−79.0% | Reduced |
| Mariner, LLC | 14,220 | $384.9K | 0.00% | +928+7.0% | Added |
| Sigma Planning Corp | 13,906 | $376.4K | 0.01% | +1,078+8.4% | Added |
| Probity Advisors, Inc. | 13,865 | $375.3K | 0.08% | −801−5.5% | Reduced |
| Victory Capital Management Inc | 13,781 | $373.1K | 0.00% | +144+1.1% | Added |
| Mercer Global Advisors Inc | 13,567 | $367.0K | 0.00% | −646−4.5% | Reduced |
| HAP Trading, LLC | 13,513 | $365.8K | 0.11% | +13,513 | New |
| Zuckerman Investment Group, LLC | 13,300 | $360.0K | 0.04% | +13,300 | New |
| GTS Securities LLC | 13,276 | $359.4K | 0.01% | −921−6.5% | Reduced |
| MML Investors Services, LLC | 12,538 | $339.0K | 0.00% | −1,361−9.8% | Reduced |
| Moors & Cabot, Inc. | 12,463 | $337.4K | 0.02% | +3,275+35.6% | Added |
| Pictet Asset Management Holding SA | 12,451 | $337.1K | 0.00% | +1,756+16.4% | Added |
| Public Employees Retirement Association of Colorado | 12,431 | $337.0K | 0.00% | −833−6.3% | Reduced |
| Forum Financial Management, LP | 12,354 | $334.4K | 0.01% | −9,669−43.9% | Reduced |
| PFG Investments, LLC | 12,173 | $329.5K | 0.02% | +12,173 | New |
| Banque Cantonale Vaudoise | 12,183 | $329.0K | 0.01% | +9,006+283.5% | Added |
| Avantax Advisory Services, Inc. | 12,093 | $327.4K | 0.00% | +234+2.0% | Added |
| Envestnet Asset Management Inc | 11,796 | $319.3K | 0.00% | −3,779−24.3% | Reduced |
| Focused Wealth Management, Inc | 11,250 | $304.5K | 0.05% | +250+2.3% | Added |
| HSBC Holdings PLC | 11,169 | $302.3K | 0.00% | +3,258+41.2% | Added |
| Montchanin Asset Management, LLC | 10,975 | $297.0K | 0.29% | +10,975 | New |
| Principal Financial Group Inc | 10,703 | $289.7K | 0.00% | +1,119+11.7% | Added |
| Thrivent Financial for Lutherans | 10,477 | $284.0K | 0.00% | −21−0.2% | Reduced |
| BIP Wealth, LLC | 10,300 | $278.8K | 0.02% | +300+3.0% | Added |
| EP Wealth Advisors, LLC | 10,239 | $277.2K | 0.00% | +600+6.2% | Added |
| Lesa Sroufe & Co | 10,234 | $277.0K | 0.26% | +1,125+12.4% | Added |
| Kingswood Wealth Advisors, LLC | 10,176 | $275.5K | 0.03% | +10,176 | New |
| Brave Asset Management Inc | 9,961 | $269.6K | 0.07% | −3,400−25.4% | Reduced |
| CIBC World Markets Inc. | 9,871 | $267.0K | 0.00% | +9,871 | New |
| PFG Advisors | 9,612 | $260.2K | 0.02% | +1,642+20.6% | Added |
| Chesapeake Capital Corp | 9,562 | $258.8K | 0.19% | −3,256−25.4% | Reduced |
| EWG Elevate Inc. | 9,538 | $258.2K | 0.10% | +662+7.5% | Added |
| Integrated Wealth Concepts LLC | 9,126 | $247.0K | 0.00% | +1,286+16.4% | Added |
| SeaCrest Wealth Management, LLC | 9,020 | $244.2K | 0.03% | −1,442−13.8% | Reduced |
| Cerity Partners LLC | 8,592 | $232.6K | 0.00% | −7,254−45.8% | Reduced |
| Optimum Investment Advisors | 8,568 | $231.9K | 0.11% | +5,600+188.7% | Added |
| Ameritas Investment Partners, Inc. | 8,427 | $228.1K | 0.01% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 8,400 | $227.4K | 0.16% | −7,900−48.5% | Reduced |
| Atria Wealth Solutions, Inc. | 8,087 | $218.9K | 0.00% | +1,045+14.8% | Added |
| Cornerstone Advisory, LLC | 8,076 | $218.6K | 0.03% | +75+0.9% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $216.6K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 7,895 | $213.7K | 0.01% | −6,812−46.3% | Reduced |
| Credit Agricole S A | 10,200 | $212.9K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 8,039 | $212.0K | 0.18% | −1,389−14.7% | Reduced |
| Centiva Capital, LP | 7,738 | $209.5K | 0.01% | +7,716+35,072.7% | Added |
| Qube Research & Technologies Ltd | 7,542 | $204.2K | 0.00% | +7,542 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,506 | $203.2K | 0.01% | −16,400−68.6% | Reduced |
| FMR LLC | 7,018 | $190.0K | 0.00% | +2,853+68.5% | Added |
| The PNC Financial Services Group, Inc. | 6,796 | $184.0K | 0.00% | +3,116+84.7% | Added |
| Danske Bank A/S | 5,600 | $151.6K | 0.00% | +5,600 | New |
| US Bancorp | 5,299 | $143.4K | 0.00% | −42−0.8% | Reduced |
| Amundi | 6,717 | $140.2K | 0.00% | −1,191−15.1% | Reduced |
| National Bank of Canada | 5,835 | $139.3K | 0.00% | +3,008+106.4% | Added |
| GWM Advisors LLC | 4,934 | $133.6K | 0.00% | +226+4.8% | Added |
| CWM, LLC | 4,583 | $124.0K | 0.00% | +274+6.4% | Added |
| Metropolitan Life Insurance Co | 4,476 | $121.2K | 0.01% | −174−3.7% | Reduced |
| CoreCap Advisors, LLC | 4,035 | $109.2K | 0.01% | +4,035 | New |
| Allspring Global Investments Holdings, LLC | 3,936 | $106.5K | 0.00% | +334+9.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,707 | $100.3K | 0.00% | +1,406+61.1% | Added |
| Transcendent Capital Group LLC | 3,075 | $83.2K | 0.05% | +3,075 | New |
| Spire Wealth Management | 2,998 | $81.2K | 0.00% | −7,566−71.6% | Reduced |
| Harbour Investments, Inc. | 2,886 | $78.1K | 0.00% | +459+18.9% | Added |
| Amalgamated Bank | 2,778 | $75.0K | 0.00% | −7,558−73.1% | Reduced |