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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1,568 | $38.0K | 0.00% | +198+14.5% | Added |
| Quest Partners LLC | 1,644 | $39.8K | 0.00% | +1,626+9,033.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,682 | $40.8K | 0.00% | −537−24.2% | Reduced |
| Bogart Wealth, LLC | 1,700 | $41.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,822 | $44.1K | 0.00% | −700−27.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,840 | $44.6K | 0.01% | −141−7.1% | Reduced |
| Signaturefd, LLC | 1,883 | $45.6K | 0.00% | −60−3.1% | Reduced |
| Comerica Bank | 1,883 | $45.6K | 0.00% | +680+56.5% | Added |
| Acadian Asset Management LLC | 1,924 | $46.0K | 0.00% | +1,924 | New |
| Optimum Investment Advisors | 1,968 | $47.7K | 0.02% | −5,600−74.0% | Reduced |
| WealthCollab, LLC | 2,000 | $48.5K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,000 | $48.5K | 0.01% | +2,000 | New |
| SWAN Capital LLC | 2,015 | $48.8K | 0.02% | +15+0.8% | Added |
| CoreCap Advisors, LLC | 2,052 | $49.7K | 0.00% | −933−31.3% | Reduced |
| Spire Wealth Management | 2,060 | $49.9K | 0.00% | −9−0.4% | Reduced |
| IFP Advisors, Inc | 2,256 | $54.7K | 0.00% | −215−8.7% | Reduced |
| Proequities, Inc. | 2,274 | $55.1K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 2,500 | $60.6K | 0.04% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,549 | $61.8K | 0.00% | −16,020−86.3% | Reduced |
| Jones Financial Companies LLLP | 2,710 | $65.6K | 0.00% | +1,135+72.1% | Added |
| Amalgamated Bank | 2,900 | $70.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,050 | $73.9K | 0.00% | +207+7.3% | Added |
| Transcendent Capital Group LLC | 3,075 | $74.5K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 3,488 | $84.5K | 0.00% | −847−19.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,512 | $85.1K | 0.00% | +3,512 | New |
| Steward Partners Investment Advisory, LLC | 3,549 | $86.0K | 0.00% | +642+22.1% | Added |
| KBC Group NV | 3,593 | $87.0K | 0.00% | +971+37.0% | Added |
| CWM, LLC | 4,051 | $98.0K | 0.00% | +112+2.8% | Added |
| State of Wyoming | 4,329 | $104.9K | 0.01% | +4,329 | New |
| ORG Partners LLC | 4,436 | $107.5K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,524 | $109.6K | 0.00% | −43,241−90.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,745 | $115.0K | 0.00% | +839+21.5% | Added |
| Leonteq Securities AG | 5,849 | $141.7K | 0.02% | +1,339+29.7% | Added |
| The PNC Financial Services Group, Inc. | 6,227 | $150.9K | 0.00% | −353−5.4% | Reduced |
| US Bancorp | 6,471 | $156.8K | 0.00% | −1,137−14.9% | Reduced |
| Amundi | 7,038 | $172.1K | 0.00% | −90−1.3% | Reduced |
| Sigma Planning Corp | 8,346 | $202.2K | 0.01% | −3,830−31.5% | Reduced |
| CIBC World Markets Inc. | 8,371 | $203.0K | 0.00% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 8,400 | $203.5K | 0.13% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,412 | $203.8K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 8,502 | $206.0K | 0.00% | +790+10.2% | Added |
| Ameritas Investment Partners, Inc. | 8,569 | $207.6K | 0.01% | +142+1.7% | Added |
| SeaCrest Wealth Management, LLC | 8,574 | $207.8K | 0.02% | −96−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 8,757 | $212.2K | 0.00% | +1,532+21.2% | Added |
| Jaffetilchin Investment Partners, LLC | 9,390 | $227.5K | 0.02% | −760−7.5% | Reduced |
| Magnetar Financial LLC | 9,910 | $240.1K | 0.01% | +1,951+24.5% | Added |
| Compagnie Lombard Odier SCmA | 10,000 | $242.3K | 0.00% | +2,000+25.0% | Added |
| Credit Agricole S A | 10,200 | $247.1K | 0.00% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 10,234 | $248.0K | 0.23% | 00.0% | Unchanged |
| BIP Wealth, LLC | 10,300 | $249.6K | 0.02% | +10,300 | New |
| Susquehanna International Group, LLP | 10,390 | $251.8K | 0.00% | −769,635−98.7% | Reduced |
| Canada Pension Plan Investment Board | 10,400 | $252.0K | 0.00% | −1,800−14.8% | Reduced |
| Banque Cantonale Vaudoise | 10,478 | $254.0K | 0.01% | −2,641−20.1% | Reduced |
| MML Investors Services, LLC | 10,728 | $260.0K | 0.00% | −2,496−18.9% | Reduced |
| EP Wealth Advisors, LLC | 10,839 | $262.6K | 0.00% | −10.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,239 | $272.3K | 0.00% | −306−2.7% | Reduced |
| Moors & Cabot, Inc. | 11,413 | $276.5K | 0.01% | −7,500−39.7% | Reduced |
| 180 Wealth Advisors, LLC | 11,455 | $277.6K | 0.04% | −268−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 11,800 | $286.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12,032 | $291.5K | 0.10% | −4,936−29.1% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 12,733 | $308.5K | 0.00% | +12,733 | New |
| Versor Investments LP | 12,800 | $310.1K | 0.05% | +770+6.4% | Added |
| Qsemble Capital Management, LP | 13,271 | $321.6K | 0.06% | −9,937−42.8% | Reduced |
| Zuckerman Investment Group, LLC | 13,300 | $322.3K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 13,579 | $329.3K | 0.01% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 13,750 | $333.2K | 0.01% | −10,000−42.1% | Reduced |
| FMR LLC | 13,994 | $339.1K | 0.00% | +8,378+149.2% | Added |
| Victory Capital Management Inc | 14,078 | $341.1K | 0.00% | +457+3.4% | Added |
| PFG Advisors | 14,468 | $350.6K | 0.02% | +3,460+31.4% | Added |
| Forum Financial Management, LP | 14,484 | $350.9K | 0.01% | +1,591+12.3% | Added |
| Tocqueville Asset Management L.P. | 14,500 | $351.3K | 0.01% | +2,400+19.8% | Added |
| Pictet Asset Management Holding SA | 14,625 | $354.4K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 15,192 | $368.1K | 0.07% | +1,312+9.5% | Added |
| Aquatic Capital Management LLC | 15,400 | $373.1K | 0.01% | +15,400 | New |
| Mission Wealth Management, LP | 15,545 | $376.7K | 0.01% | +50.0% | Added |
| Cresset Asset Management, LLC | 15,776 | $382.3K | 0.00% | −179−1.1% | Reduced |
| Benjamin Edwards Inc | 16,477 | $399.2K | 0.01% | −1,527−8.5% | Reduced |
| ProShare Advisors LLC | 16,606 | $402.4K | 0.00% | +4,922+42.1% | Added |
| Allianz Asset Management GmbH | 16,933 | $410.3K | 0.00% | +8,579+102.7% | Added |
| Natixis | 17,205 | $416.9K | 0.00% | +17,205 | New |
| Western Wealth Management, LLC | 17,372 | $420.9K | 0.02% | +7,400+74.2% | Added |
| American Century Companies Inc | 17,561 | $425.5K | 0.00% | −3,886−18.1% | Reduced |
| Aristides Capital LLC | 17,900 | $433.7K | 0.18% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19,464 | $471.6K | 0.03% | −10,161−34.3% | Reduced |
| Vident Advisory, LLC | 19,778 | $479.2K | 0.01% | +4,441+29.0% | Added |
| Tower Research Capital LLC (TRC) | 20,443 | $495.3K | 0.01% | +4,556+28.7% | Added |
| Private Advisor Group, LLC | 20,704 | $501.7K | 0.00% | −3,505−14.5% | Reduced |
| Focused Wealth Management, Inc | 20,750 | $502.8K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 21,140 | $512.2K | 0.00% | −71−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 21,144 | $512.3K | 0.00% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 21,468 | $520.2K | 0.17% | +5,520+34.6% | Added |
| Arkadios Wealth Advisors | 21,685 | $525.4K | 0.03% | −1,508−6.5% | Reduced |
| Aspect Partners, LLC | 21,937 | $531.5K | 0.30% | +5,753+35.5% | Added |
| CAPROCK Group, Inc. | 22,163 | $537.0K | 0.02% | −63−0.3% | Reduced |
| PFG Investments, LLC | 22,273 | $539.7K | 0.03% | +4,405+24.7% | Added |
| Nisa Investment Advisors, LLC | 22,370 | $542.0K | 0.00% | +35+0.2% | Added |
| Mariner, LLC | 22,455 | $544.1K | 0.00% | +27+0.1% | Added |
| Woodline Partners LP | 22,506 | $545.3K | 0.00% | −3,922−14.8% | Reduced |
| CI Private Wealth, LLC | 22,816 | $552.8K | 0.00% | −7,522−24.8% | Reduced |
| Level Four Advisory Services, LLC | 23,612 | $581.6K | 0.02% | +2,126+9.9% | Added |