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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1,943 | $56.3K | 0.00% | +19+1.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,981 | $57.4K | 0.01% | −45−2.2% | Reduced |
| WealthCollab, LLC | 2,000 | $57.9K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,000 | $57.9K | 0.02% | +2,000 | New |
| SWAN Capital LLC | 2,000 | $57.9K | 0.03% | +2,000 | New |
| Spire Wealth Management | 2,069 | $59.9K | 0.00% | −929−31.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,219 | $64.3K | 0.00% | −275−11.0% | Reduced |
| Proequities, Inc. | 2,274 | $65.9K | 0.00% | +35+1.6% | Added |
| Qube Research & Technologies Ltd | 2,361 | $68.4K | 0.00% | −5,181−68.7% | Reduced |
| IFP Advisors, Inc | 2,471 | $71.6K | 0.00% | +10+0.4% | Added |
| Olistico Wealth, LLC | 2,500 | $72.4K | 0.05% | +2,500 | New |
| GWM Advisors LLC | 2,522 | $73.0K | 0.00% | −2,412−48.9% | Reduced |
| KBC Group NV | 2,622 | $76.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,843 | $82.3K | 0.00% | −43−1.5% | Reduced |
| Amalgamated Bank | 2,900 | $84.0K | 0.00% | +122+4.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,907 | $84.2K | 0.00% | −800−21.6% | Reduced |
| CoreCap Advisors, LLC | 2,985 | $86.4K | 0.01% | −1,050−26.0% | Reduced |
| Transcendent Capital Group LLC | 3,075 | $89.1K | 0.05% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,906 | $113.1K | 0.00% | −30−0.8% | Reduced |
| CWM, LLC | 3,939 | $114.0K | 0.00% | −644−14.1% | Reduced |
| National Bank of Canada | 4,335 | $123.9K | 0.00% | −1,500−25.7% | Reduced |
| ORG Partners LLC | 4,436 | $126.9K | 0.02% | +4,327+3,969.7% | Added |
| Leonteq Securities AG | 4,510 | $130.6K | 0.02% | −14,223−75.9% | Reduced |
| FMR LLC | 5,616 | $162.7K | 0.00% | −1,402−20.0% | Reduced |
| The PNC Financial Services Group, Inc. | 6,580 | $190.6K | 0.00% | −216−3.2% | Reduced |
| IHT Wealth Management, LLC | 6,932 | $200.7K | 0.01% | +6,932 | New |
| Guggenheim Capital LLC | 7,007 | $202.9K | 0.00% | +7,007 | New |
| Amundi | 7,128 | $203.6K | 0.00% | +411+6.1% | Added |
| Kingsview Wealth Management, LLC | 7,225 | $209.2K | 0.00% | −8,230−53.3% | Reduced |
| Kaizen Financial Strategies | 7,990 | $212.5K | 0.13% | +7,990 | New |
| Stratos Wealth Partners, LTD. | 7,424 | $215.0K | 0.00% | +7,424 | New |
| Marex Group plc | 7,544 | $218.5K | 0.01% | −8,853−54.0% | Reduced |
| Optimum Investment Advisors | 7,568 | $219.2K | 0.10% | −1,000−11.7% | Reduced |
| US Bancorp | 7,608 | $220.3K | 0.00% | +2,309+43.6% | Added |
| JustInvest LLC | 7,712 | $223.3K | 0.00% | +7,712 | New |
| Gotham Asset Management, LLC | 7,837 | $227.0K | 0.00% | +7,837 | New |
| Magnetar Financial LLC | 7,959 | $230.5K | 0.00% | −6,356−44.4% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $231.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8,016 | $232.1K | 0.03% | −60−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 8,052 | $233.2K | 0.02% | +8,052 | New |
| Concurrent Investment Advisors, LLC | 8,071 | $233.7K | 0.01% | +8,071 | New |
| Integrated Wealth Concepts LLC | 8,080 | $234.0K | 0.00% | −1,046−11.5% | Reduced |
| Allianz Asset Management GmbH | 8,354 | $241.9K | 0.00% | +8,354 | New |
| CIBC World Markets Inc. | 8,371 | $242.0K | 0.00% | −1,500−15.2% | Reduced |
| Hedges Asset Management LLC | 8,400 | $243.3K | 0.17% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,412 | $243.6K | 0.01% | +906+12.1% | Added |
| Ameritas Investment Partners, Inc. | 8,427 | $244.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 8,603 | $248.9K | 0.00% | +8,603 | New |
| SeaCrest Wealth Management, LLC | 8,670 | $251.1K | 0.03% | −350−3.9% | Reduced |
| Mercer Global Advisors Inc | 5,279 | $255.6K | 0.00% | −8,288−61.1% | Reduced |
| Salem Investment Counselors Inc | 8,911 | $258.1K | 0.01% | +8,780+6,702.3% | Added |
| Kingswood Wealth Advisors, LLC | 9,181 | $265.9K | 0.02% | −995−9.8% | Reduced |
| Sherbrooke Park Advisers LLC | 9,347 | $270.7K | 0.05% | +9,347 | New |
| Independent Advisor Alliance | 9,626 | $278.8K | 0.01% | +9,626 | New |
| Brave Asset Management Inc | 9,961 | $288.5K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,972 | $288.8K | 0.02% | +9,972 | New |
| Jaffetilchin Investment Partners, LLC | 10,150 | $293.9K | 0.03% | −4,475−30.6% | Reduced |
| Sanctuary Advisors, LLC | 12,894 | $294.4K | 0.00% | +12,894 | New |
| Credit Agricole S A | 10,200 | $295.4K | 0.00% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 10,234 | $296.0K | 0.29% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,336 | $299.0K | 0.00% | −141−1.3% | Reduced |
| Willner & Heller, LLC | 10,815 | $313.2K | 0.30% | +10,815 | New |
| EP Wealth Advisors, LLC | 10,840 | $313.9K | 0.00% | +601+5.9% | Added |
| SG Americas Securities, LLC | 10,913 | $316.0K | 0.00% | −10,951−50.1% | Reduced |
| PFG Advisors | 11,008 | $318.8K | 0.02% | +1,396+14.5% | Added |
| Principal Financial Group Inc | 11,165 | $323.3K | 0.00% | +462+4.3% | Added |
| IMC-Chicago, LLC | 11,200 | $324.4K | 0.01% | −50,527−81.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,545 | $334.3K | 0.00% | −3,040−20.8% | Reduced |
| Avantax Advisory Services, Inc. | 11,567 | $335.0K | 0.00% | −526−4.3% | Reduced |
| ProShare Advisors LLC | 11,684 | $338.4K | 0.00% | −5,106−30.4% | Reduced |
| Public Employees Retirement Association of Colorado | 11,800 | $342.0K | 0.00% | −631−5.1% | Reduced |
| Versor Investments LP | 12,030 | $348.4K | 0.06% | +12,030 | New |
| 180 Wealth Advisors, LLC | 11,723 | $349.3K | 0.06% | −3,330−22.1% | Reduced |
| Tocqueville Asset Management L.P. | 12,100 | $350.4K | 0.01% | +12,100 | New |
| Sigma Planning Corp | 12,176 | $352.6K | 0.01% | −1,730−12.4% | Reduced |
| Canada Pension Plan Investment Board | 12,200 | $353.3K | 0.00% | −13,500−52.5% | Reduced |
| Old Mission Capital LLC | 12,518 | $362.5K | 0.01% | +12,518 | New |
| Brevan Howard Capital Management LP | 12,629 | $365.7K | 0.02% | +12,629 | New |
| Forum Financial Management, LP | 12,893 | $373.4K | 0.01% | +539+4.4% | Added |
| Banque Cantonale Vaudoise | 13,119 | $380.0K | 0.02% | +936+7.7% | Added |
| MML Investors Services, LLC | 13,224 | $383.0K | 0.00% | +686+5.5% | Added |
| Zuckerman Investment Group, LLC | 13,300 | $385.2K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 13,579 | $393.7K | 0.01% | −908−6.3% | Reduced |
| Victory Capital Management Inc | 13,621 | $394.5K | 0.00% | −160−1.2% | Reduced |
| Probity Advisors, Inc. | 13,880 | $402.0K | 0.08% | +15+0.1% | Added |
| Pictet Asset Management Holding SA | 14,625 | $423.5K | 0.00% | +2,174+17.5% | Added |
| Vident Advisory, LLC | 15,337 | $444.2K | 0.01% | +15,337 | New |
| Mission Wealth Management, LP | 15,540 | $450.0K | 0.01% | +10+0.1% | Added |
| Tower Research Capital LLC (TRC) | 15,887 | $460.1K | 0.01% | +14,997+1,685.1% | Added |
| KG&L Capital Management,LLC | 15,948 | $461.9K | 0.16% | −9,437−37.2% | Reduced |
| Cresset Asset Management, LLC | 15,955 | $462.1K | 0.00% | +15,955 | New |
| Envestnet Asset Management Inc | 16,044 | $464.6K | 0.00% | +4,248+36.0% | Added |
| Aspect Partners, LLC | 16,184 | $468.7K | 0.28% | +14,726+1,010.0% | Added |
| Cerity Partners LLC | 16,622 | $481.4K | 0.00% | +8,030+93.5% | Added |
| Quantbot Technologies LP | 16,773 | $485.7K | 0.02% | +16,773 | New |
| Newbridge Financial Services Group, Inc. | 16,968 | $491.4K | 0.18% | −1,200−6.6% | Reduced |
| Point72 Asset Management, L.P. | 17,706 | $512.8K | 0.00% | +17,706 | New |
| PFG Investments, LLC | 17,868 | $517.5K | 0.04% | +5,695+46.8% | Added |
| Aristides Capital LLC | 17,900 | $518.4K | 0.22% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 18,004 | $521.0K | 0.10% | −4,260−19.1% | Reduced |