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 9 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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 33,154 | $960.1K | 0.00% | −7,353−18.2% | Reduced |
| Fortem Financial Group, LLC | 33,001 | $955.7K | 0.41% | −3,900−10.6% | Reduced |
| Stifel Financial Corp | 32,815 | $950.3K | 0.00% | +1,382+4.4% | Added |
| Cavalier Investments, LLC | 32,006 | $926.9K | 0.29% | +961+3.1% | Added |
| LGT Fund Management Co Ltd. | 31,900 | $923.8K | 0.12% | +31,900 | New |
| Wedbush Securities Inc | 31,292 | $906.0K | 0.03% | −2,780−8.2% | Reduced |
| CI Private Wealth, LLC | 30,338 | $878.6K | 0.00% | +7,062+30.3% | Added |
| Arizona State Retirement System | 29,869 | $865.0K | 0.01% | +2,686+9.9% | Added |
| Commerce Bank | 29,642 | $858.4K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 29,445 | $852.7K | 0.14% | +6,786+29.9% | Added |
| GTS Securities LLC | 29,292 | $848.3K | 0.02% | +16,016+120.6% | Added |
| Gsa Capital Partners LLP | 28,775 | $833.0K | 0.06% | −10,209−26.2% | Reduced |
| EverSource Wealth Advisors, LLC | 29,625 | $792.5K | 0.05% | −2,321−7.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,581 | $769.8K | 0.00% | +26,581 | New |
| Woodline Partners LP | 26,428 | $765.4K | 0.01% | +7,257+37.9% | Added |
| Friedenthal Financial | 26,118 | $756.4K | 0.47% | +26,118 | New |
| Axxcess Wealth Management, LLC | 25,100 | $726.9K | 0.02% | −50.0% | Reduced |
| Private Advisor Group, LLC | 24,209 | $701.1K | 0.00% | +29+0.1% | Added |
| Ieq Capital, LLC | 24,081 | $697.4K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 23,934 | $693.1K | 0.01% | +5,225+27.9% | Added |
| SpiderRock Advisors, LLC | 23,750 | $687.8K | 0.02% | −3,108−11.6% | Reduced |
| Qsemble Capital Management, LP | 23,208 | $672.1K | 0.13% | +23,208 | New |
| Arkadios Wealth Advisors | 23,193 | $671.7K | 0.05% | +20+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,434 | $649.7K | 0.00% | +1,060+5.0% | Added |
| Mariner, LLC | 22,428 | $649.5K | 0.00% | +8,208+57.7% | Added |
| Nisa Investment Advisors, LLC | 22,335 | $646.8K | 0.00% | +2,187+10.9% | Added |
| CAPROCK Group, Inc. | 22,226 | $643.7K | 0.03% | −5,807−20.7% | Reduced |
| Level Four Advisory Services, LLC | 21,486 | $622.2K | 0.03% | +6,494+43.3% | Added |
| American Century Companies Inc | 21,447 | $621.1K | 0.00% | +432+2.1% | Added |
| Truist Financial Corp | 21,211 | $614.3K | 0.00% | +1,023+5.1% | Added |
| State Board of Administration of Florida Retirement System | 21,144 | $612.3K | 0.00% | −1,820−7.9% | Reduced |
| Focused Wealth Management, Inc | 20,750 | $600.9K | 0.09% | +9,500+84.4% | Added |
| Evoke Wealth, LLC | 19,317 | $559.4K | 0.82% | +19,317 | New |
| Los Angeles Capital Management LLC | 19,208 | $556.3K | 0.00% | −377−1.9% | Reduced |
| Moors & Cabot, Inc. | 18,913 | $547.7K | 0.03% | +6,450+51.8% | Added |
| Teza Capital Management LLC | 18,840 | $545.6K | 0.07% | +431+2.3% | Added |
| Engineers Gate Manager LP | 18,760 | $543.3K | 0.01% | +18,760 | New |
| Parallax Volatility Advisers, L.P. | 18,569 | $537.8K | 0.01% | +10,674+135.2% | Added |
| Benjamin Edwards Inc | 18,004 | $521.0K | 0.10% | −4,260−19.1% | Reduced |
| Aristides Capital LLC | 17,900 | $518.4K | 0.22% | 00.0% | Unchanged |
| PFG Investments, LLC | 17,868 | $517.5K | 0.04% | +5,695+46.8% | Added |
| Point72 Asset Management, L.P. | 17,706 | $512.8K | 0.00% | +17,706 | New |
| Newbridge Financial Services Group, Inc. | 16,968 | $491.4K | 0.18% | −1,200−6.6% | Reduced |
| Quantbot Technologies LP | 16,773 | $485.7K | 0.02% | +16,773 | New |
| Cerity Partners LLC | 16,622 | $481.4K | 0.00% | +8,030+93.5% | Added |
| Aspect Partners, LLC | 16,184 | $468.7K | 0.28% | +14,726+1,010.0% | Added |
| Envestnet Asset Management Inc | 16,044 | $464.6K | 0.00% | +4,248+36.0% | Added |
| Cresset Asset Management, LLC | 15,955 | $462.1K | 0.00% | +15,955 | New |
| KG&L Capital Management,LLC | 15,948 | $461.9K | 0.16% | −9,437−37.2% | Reduced |
| Tower Research Capital LLC (TRC) | 15,887 | $460.1K | 0.01% | +14,997+1,685.1% | Added |
| Mission Wealth Management, LP | 15,540 | $450.0K | 0.01% | +10+0.1% | Added |
| Vident Advisory, LLC | 15,337 | $444.2K | 0.01% | +15,337 | New |
| Pictet Asset Management Holding SA | 14,625 | $423.5K | 0.00% | +2,174+17.5% | Added |
| Probity Advisors, Inc. | 13,880 | $402.0K | 0.08% | +15+0.1% | Added |
| Victory Capital Management Inc | 13,621 | $394.5K | 0.00% | −160−1.2% | Reduced |
| Great Valley Advisor Group, Inc. | 13,579 | $393.7K | 0.01% | −908−6.3% | Reduced |
| Zuckerman Investment Group, LLC | 13,300 | $385.2K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,224 | $383.0K | 0.00% | +686+5.5% | Added |
| Banque Cantonale Vaudoise | 13,119 | $380.0K | 0.02% | +936+7.7% | Added |
| Forum Financial Management, LP | 12,893 | $373.4K | 0.01% | +539+4.4% | Added |
| Brevan Howard Capital Management LP | 12,629 | $365.7K | 0.02% | +12,629 | New |
| Old Mission Capital LLC | 12,518 | $362.5K | 0.01% | +12,518 | New |
| Canada Pension Plan Investment Board | 12,200 | $353.3K | 0.00% | −13,500−52.5% | Reduced |
| Sigma Planning Corp | 12,176 | $352.6K | 0.01% | −1,730−12.4% | Reduced |
| Tocqueville Asset Management L.P. | 12,100 | $350.4K | 0.01% | +12,100 | New |
| 180 Wealth Advisors, LLC | 11,723 | $349.3K | 0.06% | −3,330−22.1% | Reduced |
| Versor Investments LP | 12,030 | $348.4K | 0.06% | +12,030 | New |
| Public Employees Retirement Association of Colorado | 11,800 | $342.0K | 0.00% | −631−5.1% | Reduced |
| ProShare Advisors LLC | 11,684 | $338.4K | 0.00% | −5,106−30.4% | Reduced |
| Avantax Advisory Services, Inc. | 11,567 | $335.0K | 0.00% | −526−4.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,545 | $334.3K | 0.00% | −3,040−20.8% | Reduced |
| IMC-Chicago, LLC | 11,200 | $324.4K | 0.01% | −50,527−81.9% | Reduced |
| Principal Financial Group Inc | 11,165 | $323.3K | 0.00% | +462+4.3% | Added |
| PFG Advisors | 11,008 | $318.8K | 0.02% | +1,396+14.5% | Added |
| SG Americas Securities, LLC | 10,913 | $316.0K | 0.00% | −10,951−50.1% | Reduced |
| EP Wealth Advisors, LLC | 10,840 | $313.9K | 0.00% | +601+5.9% | Added |
| Willner & Heller, LLC | 10,815 | $313.2K | 0.30% | +10,815 | New |
| Thrivent Financial for Lutherans | 10,336 | $299.0K | 0.00% | −141−1.3% | Reduced |
| Lesa Sroufe & Co | 10,234 | $296.0K | 0.29% | 00.0% | Unchanged |
| Credit Agricole S A | 10,200 | $295.4K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,894 | $294.4K | 0.00% | +12,894 | New |
| Jaffetilchin Investment Partners, LLC | 10,150 | $293.9K | 0.03% | −4,475−30.6% | Reduced |
| Western Wealth Management, LLC | 9,972 | $288.8K | 0.02% | +9,972 | New |
| Brave Asset Management Inc | 9,961 | $288.5K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,626 | $278.8K | 0.01% | +9,626 | New |
| Sherbrooke Park Advisers LLC | 9,347 | $270.7K | 0.05% | +9,347 | New |
| Kingswood Wealth Advisors, LLC | 9,181 | $265.9K | 0.02% | −995−9.8% | Reduced |
| Salem Investment Counselors Inc | 8,911 | $258.1K | 0.01% | +8,780+6,702.3% | Added |
| Mercer Global Advisors Inc | 5,279 | $255.6K | 0.00% | −8,288−61.1% | Reduced |
| SeaCrest Wealth Management, LLC | 8,670 | $251.1K | 0.03% | −350−3.9% | Reduced |
| AQR Capital Management LLC | 8,603 | $248.9K | 0.00% | +8,603 | New |
| Ameritas Investment Partners, Inc. | 8,427 | $244.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,412 | $243.6K | 0.01% | +906+12.1% | Added |
| Hedges Asset Management LLC | 8,400 | $243.3K | 0.17% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 8,371 | $242.0K | 0.00% | −1,500−15.2% | Reduced |
| Allianz Asset Management GmbH | 8,354 | $241.9K | 0.00% | +8,354 | New |
| Integrated Wealth Concepts LLC | 8,080 | $234.0K | 0.00% | −1,046−11.5% | Reduced |
| Concurrent Investment Advisors, LLC | 8,071 | $233.7K | 0.01% | +8,071 | New |
| Sheaff Brock Investment Advisors, LLC | 8,052 | $233.2K | 0.02% | +8,052 | New |
| Cornerstone Advisory, LLC | 8,016 | $232.1K | 0.03% | −60−0.7% | Reduced |