Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in C3.ai, Inc. as of Sep 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
318
−14 vs. Q2 2024
Shares held
59.7M
+11.5M (+24.0%) vs. Q2 2024
Total value
$1.45B
+$52.7M (+3.8%) vs. Q2 2024
New holders
41
102 more added
Sold out
55
101 more reduced

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 318 institutions
Q1 2021: 203 institutionsQ2 2021: 241 institutionsQ3 2021: 243 institutionsQ4 2021: 255 institutionsQ1 2022: 230 institutionsQ2 2022: 216 institutionsQ3 2022: 225 institutionsQ4 2022: 219 institutionsQ1 2023: 304 institutionsQ2 2023: 316 institutionsQ3 2023: 297 institutionsQ4 2023: 314 institutionsQ1 2024: 308 institutionsQ2 2024: 339 institutionsQ3 2024: 318 institutionsQ4 2024: 376 institutionsQ1 2025: 343 institutionsQ2 2025: 376 institutionsQ3 2025: 329 institutionsQ4 2025: 344 institutionsQ1 2026: 319 institutionsQ2 2026: 320 institutions
Value heldQ3 2024: $1.45B
Q1 2021: $3.06BQ2 2021: $2.63BQ3 2021: $2.37BQ4 2021: $1.54BQ1 2022: $1.03BQ2 2022: $868.9MQ3 2022: $577.5MQ4 2022: $492.3MQ1 2023: $1.74BQ2 2023: $1.65BQ3 2023: $1.21BQ4 2023: $1.55BQ1 2024: $1.36BQ2 2024: $1.61BQ3 2024: $1.45BQ4 2024: $2.30BQ1 2025: $1.35BQ2 2025: $1.67BQ3 2025: $1.19BQ4 2025: $1.05BQ1 2026: $715.2MQ2 2026: $881.8M
Institutions holding AI and their total value by quarter
QuarterHoldersValue
Q2 2026320$881.8M
Q1 2026319$715.2M
Q4 2025344$1.05B
Q3 2025329$1.19B
Q2 2025376$1.67B
Q1 2025343$1.35B
Q4 2024376$2.30B
Q3 2024318$1.45B
Q2 2024339$1.61B
Q1 2024308$1.36B
Q4 2023314$1.55B
Q3 2023297$1.21B
Q2 2023316$1.65B
Q1 2023304$1.74B
Q4 2022219$492.3M
Q3 2022225$577.5M
Q2 2022216$868.9M
Q1 2022230$1.03B
Q4 2021255$1.54B
Q3 2021243$2.37B
Q2 2021241$2.63B
Q1 2021203$3.06B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q2 2024.

Institutions holding AI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners39$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC13$00.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group0$20.00%0New
Gordian Capital Singapore Pte Ltd1$240.00%00.0%Unchanged
Naples Money Management LLC1$240.00%00.0%Unchanged
MCF Advisors LLC1$250.00%00.0%Unchanged
Legacy Investment Solutions, LLC2$550.00%+2New
Legacy Wealth Managment, LLC2$550.00%+2New
Heritage Wealth Advisors3$730.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.4$970.00%00.0%Unchanged
Bryn Mawr Trust Co4$970.00%+4New
North Star Investment Management Corp.5$1210.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.10$2420.00%−626−98.4%Reduced
Albion Financial Group10$2430.00%00.0%Unchanged
PayPay Securities Corp15$3630.03%−50−76.9%Reduced
WR Wealth Planners, LLC15$3630.00%00.0%Unchanged
Pathway Financial Advisers, LLC8,844$3650.00%+8,504+2,501.2%Added
Fairscale Capital, LLC17$4120.00%00.0%Unchanged
Creative Financial Designs Inc20$4850.00%00.0%Unchanged
Voisard Asset Management Group, Inc.22$5340.00%+22New
Quarry LP26$6300.00%−486−94.9%Reduced
Assetmark, Inc29$7030.00%00.0%Unchanged
Massmutual Trust Co FSB31$7510.00%00.0%Unchanged
Lindbrook Capital, LLC34$8240.00%−1,397−97.6%Reduced
Plante Moran Financial Advisors, LLC40$9690.00%00.0%Unchanged
Bell Investment Advisors, Inc41$9940.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.41$1.00K0.00%−270−86.8%Reduced
Hantz Financial Services, Inc.50$1.00K0.00%00.0%Unchanged
Reuter James Wealth Management, LLC47$1.14K0.00%+47New
Insight Financial Services50$1.21K0.00%00.0%Unchanged
Adirondack Trust Co50$1.21K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC50$1.21K0.00%+50New
Hallmark Capital Management Inc50$1.21K0.00%00.0%Unchanged
Asset Dedication, LLC50$1.21K0.00%00.0%Unchanged
West Paces Advisors Inc.50$1.21K0.00%00.0%Unchanged
Pacific Center for Financial Services62$1.50K0.00%00.0%Unchanged
NVWM, LLC63$1.53K0.00%+60+2,000.0%Added
TD Waterhouse Canada Inc.69$1.56K0.00%−25−26.6%Reduced
Fifth Third Bancorp66$1.60K0.00%+66New
Painted Porch Advisors LLC70$1.70K0.00%00.0%Unchanged
Fortitude Family Office, LLC75$1.82K0.00%00.0%Unchanged
Rothschild Investment LLC75$1.82K0.00%+35+87.5%Added
Planning Capital Management Corp75$1.82K0.00%+75New
Versant Capital Management, Inc77$1.87K0.00%−300−79.6%Reduced
Hazlett, Burt & Watson, Inc.100$2.00K0.00%00.0%Unchanged
Sterling Capital Management LLC84$2.04K0.00%+84New
Coppell Advisory Solutions LLC94$2.28K0.00%−108−53.5%Reduced
Riggs Asset Managment Co. Inc.100$2.42K0.00%−9−8.3%Reduced
Laurel Wealth Advisors LLC100$2.42K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC100$2.42K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.100$2.42K0.00%00.0%Unchanged
Eastern Bank100$2.42K0.00%+100New
Global Retirement Partners, LLC101$2.45K0.00%−160−61.3%Reduced
Bear Mountain Capital, Inc.96$2.52K0.00%+96New
Continuum Advisory, LLC100$2.64K0.00%00.0%Unchanged
Sunbelt Securities, Inc.109$2.64K0.00%+32+41.6%Added
CVA Family Office, LLC120$2.91K0.00%+20+20.0%Added
Quent Capital, LLC131$3.17K0.00%00.0%Unchanged
Truvestments Capital LLC155$3.76K0.00%+155New
Larson Financial Group LLC161$3.90K0.00%+161New
Bessemer Group Inc150$4.00K0.00%+150New
Smartleaf Asset Management LLC167$4.04K0.00%+115+221.2%Added
GAMMA Investing LLC183$4.43K0.00%−442−70.7%Reduced
Tucker Asset Management LLC190$4.60K0.00%00.0%Unchanged
Capital Performance Advisors LLP195$4.72K0.00%+195New
Macroview Investment Management LLC208$5.04K0.00%00.0%Unchanged
Bullock Wealth Management Group260$5.88K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC260$6.00K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.260$6.30K0.00%+260New
Hoey Investments, Inc235$6.81K0.00%00.0%Unchanged
Archer Investment Corp296$7.17K0.00%00.0%Unchanged
St Germain D J Co Inc300$7.27K0.00%00.0%Unchanged
Manchester Capital Management LLC300$7.27K0.00%00.0%Unchanged
Concord Wealth Partners315$7.63K0.00%+315New
NBC Securities, Inc.361$8.00K0.00%+361New
Tradewinds Capital Management, LLC353$8.55K0.00%−108−23.4%Reduced
Brown, Lisle/Cummings, Inc.400$9.69K0.00%00.0%Unchanged
Clearstead Advisors, LLC400$9.69K0.00%00.0%Unchanged
Russell Investments Group, Ltd.453$11.0K0.00%+172+61.2%Added
Covestor Ltd445$11.0K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.399$11.6K0.00%−629−61.2%Reduced
Northwestern Mutual Wealth Management Co494$12.0K0.00%−556−53.0%Reduced
HM Payson & Co584$14.2K0.00%+23+4.1%Added
Hobbs Group Advisors, LLC625$15.1K0.01%−375−37.5%Reduced
Sandy Spring Bank670$16.2K0.00%−196−22.6%Reduced
Quadrant Capital Group LLC741$18.0K0.00%−80−9.7%Reduced
Householder Group Estate & Retirement Specialist, LLC750$18.0K0.01%−175−18.9%Reduced
Castleview Partners, LLC750$18.2K0.01%−25−3.2%Reduced
Geneos Wealth Management Inc.767$18.6K0.00%−125−14.0%Reduced
Principal Securities, Inc.873$21.2K0.00%−4−0.5%Reduced
Armstrong Advisory Group, Inc960$23.3K0.00%00.0%Unchanged
TSFG, LLC1,000$24.0K0.01%00.0%Unchanged
Toth Financial Advisory Corp1,000$24.2K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd1,029$25.0K0.00%+1,029New
Silver Oak Securities, Inc1,139$27.6K0.00%+1,139New
Parallel Advisors, LLC1,181$28.6K0.00%−4−0.3%Reduced
Huntington National Bank1,300$31.5K0.00%−428−24.8%Reduced
Aster Capital Management (DIFC) Ltd1,381$33.5K0.01%+1,381New
Farther Finance Advisors, LLC1,450$35.1K0.00%−37−2.5%Reduced
Pittenger & Anderson Inc1,500$36.3K0.00%00.0%Unchanged