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, Q2 2024
Institutional positions in C3.ai, Inc. as of Jun 30, 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
- 339
- +33 vs. Q1 2024
- Shares held
- 55.8M
- +4.74M (+9.3%) vs. Q1 2024
- Total value
- $1.61B
- +$260.1M (+19.2%) vs. Q1 2024
- New holders
- 72
- 107 more added
- Sold out
- 39
- 96 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $29 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $29 | 0.00% | +1 | New |
| Naples Money Management LLC | 1 | $29 | 0.00% | +1 | New |
| Heritage Wealth Advisors | 3 | $87 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $87 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $116 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $145 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $290 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 14 | $401 | 0.00% | −27−65.9% | Reduced |
| WR Wealth Planners, LLC | 15 | $434 | 0.00% | +15 | New |
| Fairscale Capital, LLC | 17 | $517 | 0.00% | +17 | New |
| Quest Partners LLC | 18 | $521 | 0.00% | −1−5.3% | Reduced |
| Creative Financial Designs Inc | 20 | $579 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 20 | $580 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $630 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 29 | $840 | 0.00% | +29 | New |
| Massmutual Trust Co FSB | 31 | $898 | 0.00% | +20+181.8% | Added |
| Ogorek Anthony Joseph | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 35 | $1.00K | 0.00% | +35 | New |
| Innealta Capital, LLC | 38 | $1.10K | 0.00% | +38 | New |
| Plante Moran Financial Advisors, LLC | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $1.16K | 0.00% | +30+300.0% | Added |
| Bell Investment Advisors, Inc | 41 | $1.19K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 52 | $1.48K | 0.00% | +52 | New |
| Pacific Center for Financial Services | 62 | $1.80K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 65 | $1.88K | 0.16% | −176−73.0% | Reduced |
| Painted Porch Advisors LLC | 70 | $2.03K | 0.00% | +70 | New |
| Fortitude Family Office, LLC | 75 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 77 | $2.23K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 94 | $2.69K | 0.00% | +30+46.9% | Added |
| ICA Group Wealth Management, LLC | 100 | $2.90K | 0.00% | −770−88.5% | Reduced |
| Laurel Wealth Advisors LLC | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 109 | $3.16K | 0.00% | +9+9.0% | Added |
| Winch Advisory Services, LLC | 115 | $3.33K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 131 | $3.79K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 175 | $4.74K | 0.00% | +175 | New |
| Private Ocean, LLC | 165 | $4.78K | 0.00% | +165 | New |
| Tucker Asset Management LLC | 190 | $5.50K | 0.00% | −100−34.5% | Reduced |
| Coppell Advisory Solutions LLC | 202 | $5.85K | 0.00% | +202 | New |
| Macroview Investment Management LLC | 208 | $6.02K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 228 | $6.60K | 0.00% | +228 | New |
| Hoey Investments, Inc | 235 | $6.81K | 0.00% | +235 | New |
| PFS Partners, LLC | 250 | $7.24K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 260 | $7.44K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 261 | $7.56K | 0.00% | −100−27.7% | Reduced |
| Ulland Investment Advisors, LLC | 260 | $8.00K | 0.01% | +260 | New |
| Russell Investments Group, Ltd. | 281 | $8.14K | 0.00% | +23+8.9% | Added |
| Archer Investment Corp | 296 | $8.57K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $8.69K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $8.69K | 0.00% | +200+200.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 311 | $9.00K | 0.00% | −134−30.1% | Reduced |
| Pathway Financial Advisers, LLC | 340 | $9.85K | 0.00% | −1,050−75.5% | Reduced |
| Versant Capital Management, Inc | 377 | $10.9K | 0.00% | −30−7.4% | Reduced |
| Clearstead Advisors, LLC | 400 | $11.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 400 | $11.6K | 0.00% | +400 | New |
| Covestor Ltd | 445 | $13.0K | 0.01% | +204+84.6% | Added |
| Tradewinds Capital Management, LLC | 461 | $13.4K | 0.00% | +461 | New |
| Quarry LP | 512 | $14.8K | 0.01% | +376+276.5% | Added |
| HM Payson & Co | 561 | $16.2K | 0.00% | −490−46.6% | Reduced |
| GAMMA Investing LLC | 625 | $18.1K | 0.00% | +553+768.1% | Added |
| Cullen/Frost Bankers, Inc. | 636 | $18.4K | 0.00% | +10+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 668 | $19.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 775 | $22.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 821 | $23.8K | 0.00% | +6+0.7% | Added |
| Sandy Spring Bank | 866 | $25.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 877 | $25.4K | 0.00% | +333+61.2% | Added |
| Geneos Wealth Management Inc. | 892 | $25.8K | 0.00% | −325−26.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 925 | $26.0K | 0.01% | +600+184.6% | Added |
| Unique Wealth Strategies, LLC | 1,023 | $27.7K | 0.01% | +1,023 | New |
| Armstrong Advisory Group, Inc | 960 | $27.8K | 0.00% | −38−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,028 | $27.8K | 0.00% | +615+148.9% | Added |
| Toth Financial Advisory Corp | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $29.0K | 0.02% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,000 | $29.0K | 0.01% | +1,000 | New |
| TSFG, LLC | 1,000 | $29.0K | 0.01% | −150−13.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,050 | $30.4K | 0.00% | +795+311.8% | Added |
| Parallel Advisors, LLC | 1,185 | $34.3K | 0.00% | +52+4.6% | Added |
| Comerica Bank | 1,203 | $34.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,370 | $41.0K | 0.00% | −785−36.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,429 | $41.4K | 0.01% | +1,429 | New |
| Lindbrook Capital, LLC | 1,431 | $41.4K | 0.00% | +532+59.2% | Added |
| Farther Finance Advisors, LLC | 1,487 | $42.5K | 0.00% | −694−31.8% | Reduced |
| Pittenger & Anderson Inc | 1,500 | $43.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,575 | $45.6K | 0.00% | +1,575 | New |
| Bogart Wealth, LLC | 1,700 | $49.2K | 0.00% | −130−7.1% | Reduced |
| Huntington National Bank | 1,728 | $50.0K | 0.00% | +1,300+303.7% | Added |