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, 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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 33,392 | $809.0K | 0.03% | +2,100+6.7% | Added |
| Wolverine Trading, LLC | 32,477 | $786.6K | 0.02% | −63,907−66.3% | Reduced |
| Janney Montgomery Scott LLC | 32,390 | $785.0K | 0.00% | +32,390 | New |
| Baird Financial Group, Inc. | 32,300 | $782.6K | 0.00% | −2,000−5.8% | Reduced |
| Stifel Financial Corp | 31,737 | $769.0K | 0.00% | −1,078−3.3% | Reduced |
| Arizona State Retirement System | 31,439 | $761.8K | 0.00% | +1,570+5.3% | Added |
| Global Assets Advisory, LLC | 32,857 | $742.6K | 0.41% | +32,857 | New |
| Commerce Bank | 29,642 | $718.2K | 0.00% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 29,201 | $707.5K | 0.29% | −3,800−11.5% | Reduced |
| New York State Common Retirement Fund | 28,296 | $685.6K | 0.00% | −5,000−15.0% | Reduced |
| Salem Investment Counselors Inc | 26,083 | $632.0K | 0.02% | +17,172+192.7% | Added |
| Axxcess Wealth Management, LLC | 25,041 | $606.7K | 0.02% | −59−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 24,841 | $601.9K | 0.00% | −8,313−25.1% | Reduced |
| Beacon Pointe Advisors, LLC | 24,179 | $585.9K | 0.01% | +245+1.0% | Added |
| Avantax Advisory Services, Inc. | 24,158 | $585.3K | 0.00% | +12,591+108.9% | Added |
| Cerity Partners LLC | 24,133 | $584.7K | 0.00% | +7,511+45.2% | Added |
| Ieq Capital, LLC | 24,081 | $583.5K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,053 | $582.8K | 0.00% | +1,619+7.2% | Added |
| Level Four Advisory Services, LLC | 23,612 | $581.6K | 0.02% | +2,126+9.9% | Added |
| CI Private Wealth, LLC | 22,816 | $552.8K | 0.00% | −7,522−24.8% | Reduced |
| Woodline Partners LP | 22,506 | $545.3K | 0.00% | −3,922−14.8% | Reduced |
| Mariner, LLC | 22,455 | $544.1K | 0.00% | +27+0.1% | Added |
| Nisa Investment Advisors, LLC | 22,370 | $542.0K | 0.00% | +35+0.2% | Added |
| PFG Investments, LLC | 22,273 | $539.7K | 0.03% | +4,405+24.7% | Added |
| CAPROCK Group, Inc. | 22,163 | $537.0K | 0.02% | −63−0.3% | Reduced |
| Aspect Partners, LLC | 21,937 | $531.5K | 0.30% | +5,753+35.5% | Added |
| Arkadios Wealth Advisors | 21,685 | $525.4K | 0.03% | −1,508−6.5% | Reduced |
| KG&L Capital Management,LLC | 21,468 | $520.2K | 0.17% | +5,520+34.6% | Added |
| State Board of Administration of Florida Retirement System | 21,144 | $512.3K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 21,140 | $512.2K | 0.00% | −71−0.3% | Reduced |
| Focused Wealth Management, Inc | 20,750 | $502.8K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,704 | $501.7K | 0.00% | −3,505−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 20,443 | $495.3K | 0.01% | +4,556+28.7% | Added |
| Vident Advisory, LLC | 19,778 | $479.2K | 0.01% | +4,441+29.0% | Added |
| EverSource Wealth Advisors, LLC | 19,464 | $471.6K | 0.03% | −10,161−34.3% | Reduced |
| Aristides Capital LLC | 17,900 | $433.7K | 0.18% | 00.0% | Unchanged |
| American Century Companies Inc | 17,561 | $425.5K | 0.00% | −3,886−18.1% | Reduced |
| Western Wealth Management, LLC | 17,372 | $420.9K | 0.02% | +7,400+74.2% | Added |
| Natixis | 17,205 | $416.9K | 0.00% | +17,205 | New |
| Allianz Asset Management GmbH | 16,933 | $410.3K | 0.00% | +8,579+102.7% | Added |
| ProShare Advisors LLC | 16,606 | $402.4K | 0.00% | +4,922+42.1% | Added |
| Benjamin Edwards Inc | 16,477 | $399.2K | 0.01% | −1,527−8.5% | Reduced |
| Cresset Asset Management, LLC | 15,776 | $382.3K | 0.00% | −179−1.1% | Reduced |
| Mission Wealth Management, LP | 15,545 | $376.7K | 0.01% | +50.0% | Added |
| Aquatic Capital Management LLC | 15,400 | $373.1K | 0.01% | +15,400 | New |
| Probity Advisors, Inc. | 15,192 | $368.1K | 0.07% | +1,312+9.5% | Added |
| Pictet Asset Management Holding SA | 14,625 | $354.4K | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 14,500 | $351.3K | 0.01% | +2,400+19.8% | Added |
| Forum Financial Management, LP | 14,484 | $350.9K | 0.01% | +1,591+12.3% | Added |
| PFG Advisors | 14,468 | $350.6K | 0.02% | +3,460+31.4% | Added |
| Victory Capital Management Inc | 14,078 | $341.1K | 0.00% | +457+3.4% | Added |
| FMR LLC | 13,994 | $339.1K | 0.00% | +8,378+149.2% | Added |
| SpiderRock Advisors, LLC | 13,750 | $333.2K | 0.01% | −10,000−42.1% | Reduced |
| Great Valley Advisor Group, Inc. | 13,579 | $329.3K | 0.01% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 13,300 | $322.3K | 0.03% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 13,271 | $321.6K | 0.06% | −9,937−42.8% | Reduced |
| Versor Investments LP | 12,800 | $310.1K | 0.05% | +770+6.4% | Added |
| Deerfield Management Company, L.P. (Series C) | 12,733 | $308.5K | 0.00% | +12,733 | New |
| Newbridge Financial Services Group, Inc. | 12,032 | $291.5K | 0.10% | −4,936−29.1% | Reduced |
| Public Employees Retirement Association of Colorado | 11,800 | $286.0K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 11,455 | $277.6K | 0.04% | −268−2.3% | Reduced |
| Moors & Cabot, Inc. | 11,413 | $276.5K | 0.01% | −7,500−39.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,239 | $272.3K | 0.00% | −306−2.7% | Reduced |
| EP Wealth Advisors, LLC | 10,839 | $262.6K | 0.00% | −10.0% | Reduced |
| MML Investors Services, LLC | 10,728 | $260.0K | 0.00% | −2,496−18.9% | Reduced |
| Banque Cantonale Vaudoise | 10,478 | $254.0K | 0.01% | −2,641−20.1% | Reduced |
| Canada Pension Plan Investment Board | 10,400 | $252.0K | 0.00% | −1,800−14.8% | Reduced |
| Susquehanna International Group, LLP | 10,390 | $251.8K | 0.00% | −769,635−98.7% | Reduced |
| BIP Wealth, LLC | 10,300 | $249.6K | 0.02% | +10,300 | New |
| Lesa Sroufe & Co | 10,234 | $248.0K | 0.23% | 00.0% | Unchanged |
| Credit Agricole S A | 10,200 | $247.1K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 10,000 | $242.3K | 0.00% | +2,000+25.0% | Added |
| Magnetar Financial LLC | 9,910 | $240.1K | 0.01% | +1,951+24.5% | Added |
| Jaffetilchin Investment Partners, LLC | 9,390 | $227.5K | 0.02% | −760−7.5% | Reduced |
| Kingsview Wealth Management, LLC | 8,757 | $212.2K | 0.00% | +1,532+21.2% | Added |
| SeaCrest Wealth Management, LLC | 8,574 | $207.8K | 0.02% | −96−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 8,569 | $207.6K | 0.01% | +142+1.7% | Added |
| JustInvest LLC | 8,502 | $206.0K | 0.00% | +790+10.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,412 | $203.8K | 0.01% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 8,400 | $203.5K | 0.13% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 8,371 | $203.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 8,346 | $202.2K | 0.01% | −3,830−31.5% | Reduced |
| Amundi | 7,038 | $172.1K | 0.00% | −90−1.3% | Reduced |
| US Bancorp | 6,471 | $156.8K | 0.00% | −1,137−14.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6,227 | $150.9K | 0.00% | −353−5.4% | Reduced |
| Leonteq Securities AG | 5,849 | $141.7K | 0.02% | +1,339+29.7% | Added |
| Allspring Global Investments Holdings, LLC | 4,745 | $115.0K | 0.00% | +839+21.5% | Added |
| Walleye Capital LLC | 4,524 | $109.6K | 0.00% | −43,241−90.5% | Reduced |
| ORG Partners LLC | 4,436 | $107.5K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 4,329 | $104.9K | 0.01% | +4,329 | New |
| CWM, LLC | 4,051 | $98.0K | 0.00% | +112+2.8% | Added |
| KBC Group NV | 3,593 | $87.0K | 0.00% | +971+37.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,549 | $86.0K | 0.00% | +642+22.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,512 | $85.1K | 0.00% | +3,512 | New |
| National Bank of Canada | 3,488 | $84.5K | 0.00% | −847−19.5% | Reduced |
| Transcendent Capital Group LLC | 3,075 | $74.5K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,050 | $73.9K | 0.00% | +207+7.3% | Added |
| Amalgamated Bank | 2,900 | $70.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,710 | $65.6K | 0.00% | +1,135+72.1% | Added |
| Parallax Volatility Advisers, L.P. | 2,549 | $61.8K | 0.00% | −16,020−86.3% | Reduced |