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 |
|---|---|---|---|---|---|
| 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 |
| Federation des caisses Desjardins du Quebec | 2,494 | $67.5K | 0.00% | −7,000−73.7% | Reduced |
| IFP Advisors, Inc | 2,461 | $66.6K | 0.00% | −550−18.3% | Reduced |
| Proequities, Inc. | 2,239 | $60.6K | 0.00% | +1,475+193.1% | Added |
| Farther Finance Advisors, LLC | 2,181 | $57.6K | 0.00% | +395+22.1% | Added |
| CIBC Private Wealth Group, LLC | 2,155 | $56.9K | 0.00% | +2,155 | New |
| GPS Wealth Strategies Group, LLC | 2,026 | $54.8K | 0.01% | +675+50.0% | Added |
| WealthCollab, LLC | 2,000 | $54.1K | 0.04% | +2,000 | New |
| Signaturefd, LLC | 1,924 | $52.1K | 0.00% | +41+2.2% | Added |
| Bogart Wealth, LLC | 1,830 | $49.5K | 0.00% | +330+22.0% | Added |
| Pittenger & Anderson Inc | 1,500 | $40.6K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,458 | $39.5K | 0.03% | +282+24.0% | Added |
| Pathway Financial Advisers, LLC | 1,390 | $37.6K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 896,676 | $34.0K | 1.55% | +862,811+2,547.8% | Added |
| Geneos Wealth Management Inc. | 1,217 | $32.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,203 | $32.6K | 0.00% | +906+305.1% | Added |
| TSFG, LLC | 1,150 | $31.0K | 0.01% | +150+15.0% | Added |
| Parallel Advisors, LLC | 1,133 | $30.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 998 | $28.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,051 | $28.5K | 0.00% | +811+337.9% | Added |
| 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 |
| Clear Street Markets LLC | 1,000 | $27.0K | 0.01% | +1,000 | New |
| Lindbrook Capital, LLC | 899 | $24.3K | 0.00% | +899 | New |
| Tower Research Capital LLC (TRC) | 890 | $24.1K | 0.00% | −4,719−84.1% | Reduced |
| ICA Group Wealth Management, LLC | 870 | $23.6K | 0.00% | −130−13.0% | Reduced |
| Sandy Spring Bank | 866 | $23.4K | 0.00% | +650+300.9% | Added |
| Quadrant Capital Group LLC | 815 | $22.1K | 0.00% | −27−3.2% | Reduced |
| Castleview Partners, LLC | 775 | $21.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 699 | $18.9K | 0.00% | +699 | New |
| Benjamin F. Edwards & Company, Inc. | 668 | $18.0K | 0.00% | +370+124.2% | Added |
| Cullen/Frost Bankers, Inc. | 626 | $16.9K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 489 | $14.9K | 0.00% | +489 | New |
| Principal Securities, Inc. | 544 | $14.7K | 0.00% | +99+22.2% | Added |
| Cutler Group LP | 551 | $14.0K | 0.01% | +551 | New |
| NBC Securities, Inc. | 515 | $13.0K | 0.00% | +115+28.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 445 | $12.0K | 0.00% | +81+22.3% | Added |
| Huntington National Bank | 428 | $11.6K | 0.00% | +428 | New |
| Caitlin John, LLC | 425 | $11.5K | 0.01% | −995−70.1% | Reduced |
| Ronald Blue Trust, Inc. | 413 | $11.2K | 0.00% | +306+286.0% | Added |
| Versant Capital Management, Inc | 407 | $11.0K | 0.00% | −16−3.8% | Reduced |
| Clearstead Advisors, LLC | 400 | $9.98K | 0.00% | +300+300.0% | Added |
| Global Retirement Partners, LLC | 361 | $9.77K | 0.00% | −30−7.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 325 | $8.80K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 315 | $8.53K | 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 |
| Archer Investment Corp | 296 | $8.01K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 290 | $7.85K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 241 | $7.00K | 0.00% | −1−0.4% | Reduced |
| Russell Investments Group, Ltd. | 258 | $6.98K | 0.00% | −684−72.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 255 | $6.90K | 0.00% | −14,270−98.2% | Reduced |
| Bullock Wealth Management Group | 260 | $6.86K | 0.00% | +260 | New |
| PFS Partners, LLC | 250 | $6.77K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 245 | $6.63K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 241 | $6.52K | 0.33% | +9+3.9% | Added |
| Macroview Investment Management LLC | 208 | $5.63K | 0.01% | +99+90.8% | Added |
| Private Wealth Management Group, LLC | 147 | $3.98K | 0.00% | +85+137.1% | Added |
| Quarry LP | 136 | $3.68K | 0.00% | +136 | New |
| Salem Investment Counselors Inc | 131 | $3.55K | 0.00% | −200−60.4% | Reduced |
| Quent Capital, LLC | 131 | $3.55K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $3.11K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 109 | $2.88K | 0.01% | −241−68.9% | Reduced |
| 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 |
| Continuum Advisory, LLC | 100 | $2.43K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 77 | $2.08K | 0.00% | +27+54.0% | Added |
| TD Waterhouse Canada Inc. | 64 | $2.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $2.03K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 72 | $1.95K | 0.00% | +6+9.1% | Added |
| Pacific Center for Financial Services | 62 | $1.68K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 58 | $1.57K | 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 |
| Adirondack Trust Co | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 42 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $1.11K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $1.08K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 41 | $1.08K | 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 |
| Kelly Financial Services LLC | 22 | $589 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 20 | $542 | 0.00% | −12−37.5% | Reduced |
| Creative Financial Designs Inc | 20 | $541 | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 24 | $541 | 0.00% | +24 | New |
| Quest Partners LLC | 19 | $514 | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 11 | $298 | 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 |