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 8 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 |
|---|---|---|---|---|---|
| Olistico Wealth, LLC | 2,500 | $60.6K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 2,274 | $55.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,256 | $54.7K | 0.00% | −215−8.7% | Reduced |
| Spire Wealth Management | 2,060 | $49.9K | 0.00% | −9−0.4% | Reduced |
| CoreCap Advisors, LLC | 2,052 | $49.7K | 0.00% | −933−31.3% | Reduced |
| SWAN Capital LLC | 2,015 | $48.8K | 0.02% | +15+0.8% | Added |
| WealthCollab, LLC | 2,000 | $48.5K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,000 | $48.5K | 0.01% | +2,000 | New |
| Optimum Investment Advisors | 1,968 | $47.7K | 0.02% | −5,600−74.0% | Reduced |
| Acadian Asset Management LLC | 1,924 | $46.0K | 0.00% | +1,924 | New |
| Signaturefd, LLC | 1,883 | $45.6K | 0.00% | −60−3.1% | Reduced |
| Comerica Bank | 1,883 | $45.6K | 0.00% | +680+56.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,840 | $44.6K | 0.01% | −141−7.1% | Reduced |
| GWM Advisors LLC | 1,822 | $44.1K | 0.00% | −700−27.8% | Reduced |
| Bogart Wealth, LLC | 1,700 | $41.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,682 | $40.8K | 0.00% | −537−24.2% | Reduced |
| Quest Partners LLC | 1,644 | $39.8K | 0.00% | +1,626+9,033.3% | Added |
| CIBC Private Wealth Group, LLC | 1,568 | $38.0K | 0.00% | +198+14.5% | Added |
| Pittenger & Anderson Inc | 1,500 | $36.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,450 | $35.1K | 0.00% | −37−2.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,381 | $33.5K | 0.01% | +1,381 | New |
| Huntington National Bank | 1,300 | $31.5K | 0.00% | −428−24.8% | Reduced |
| Parallel Advisors, LLC | 1,181 | $28.6K | 0.00% | −4−0.3% | Reduced |
| Silver Oak Securities, Inc | 1,139 | $27.6K | 0.00% | +1,139 | New |
| JTC Employer Solutions Trusteee Ltd | 1,029 | $25.0K | 0.00% | +1,029 | New |
| Toth Financial Advisory Corp | 1,000 | $24.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 960 | $23.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 873 | $21.2K | 0.00% | −4−0.5% | Reduced |
| Geneos Wealth Management Inc. | 767 | $18.6K | 0.00% | −125−14.0% | Reduced |
| Castleview Partners, LLC | 750 | $18.2K | 0.01% | −25−3.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 750 | $18.0K | 0.01% | −175−18.9% | Reduced |
| Quadrant Capital Group LLC | 741 | $18.0K | 0.00% | −80−9.7% | Reduced |
| Sandy Spring Bank | 670 | $16.2K | 0.00% | −196−22.6% | Reduced |
| Hobbs Group Advisors, LLC | 625 | $15.1K | 0.01% | −375−37.5% | Reduced |
| HM Payson & Co | 584 | $14.2K | 0.00% | +23+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 494 | $12.0K | 0.00% | −556−53.0% | Reduced |
| Ronald Blue Trust, Inc. | 399 | $11.6K | 0.00% | −629−61.2% | Reduced |
| Covestor Ltd | 445 | $11.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 453 | $11.0K | 0.00% | +172+61.2% | Added |
| Brown, Lisle/Cummings, Inc. | 400 | $9.69K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 400 | $9.69K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 353 | $8.55K | 0.00% | −108−23.4% | Reduced |
| NBC Securities, Inc. | 361 | $8.00K | 0.00% | +361 | New |
| Concord Wealth Partners | 315 | $7.63K | 0.00% | +315 | New |
| St Germain D J Co Inc | 300 | $7.27K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $7.27K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 296 | $7.17K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 235 | $6.81K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 260 | $6.30K | 0.00% | +260 | New |
| Ulland Investment Advisors, LLC | 260 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 260 | $5.88K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 208 | $5.04K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 195 | $4.72K | 0.00% | +195 | New |
| Tucker Asset Management LLC | 190 | $4.60K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 183 | $4.43K | 0.00% | −442−70.7% | Reduced |
| Smartleaf Asset Management LLC | 167 | $4.04K | 0.00% | +115+221.2% | Added |
| Bessemer Group Inc | 150 | $4.00K | 0.00% | +150 | New |
| Larson Financial Group LLC | 161 | $3.90K | 0.00% | +161 | New |
| Truvestments Capital LLC | 155 | $3.76K | 0.00% | +155 | New |
| Quent Capital, LLC | 131 | $3.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 120 | $2.91K | 0.00% | +20+20.0% | Added |
| Sunbelt Securities, Inc. | 109 | $2.64K | 0.00% | +32+41.6% | Added |
| Continuum Advisory, LLC | 100 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 96 | $2.52K | 0.00% | +96 | New |
| Global Retirement Partners, LLC | 101 | $2.45K | 0.00% | −160−61.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 100 | $2.42K | 0.00% | −9−8.3% | Reduced |
| Laurel Wealth Advisors LLC | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $2.42K | 0.00% | +100 | New |
| Coppell Advisory Solutions LLC | 94 | $2.28K | 0.00% | −108−53.5% | Reduced |
| Sterling Capital Management LLC | 84 | $2.04K | 0.00% | +84 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $1.87K | 0.00% | −300−79.6% | Reduced |
| Planning Capital Management Corp | 75 | $1.82K | 0.00% | +75 | New |
| Fortitude Family Office, LLC | 75 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $1.82K | 0.00% | +35+87.5% | Added |
| Painted Porch Advisors LLC | 70 | $1.70K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 66 | $1.60K | 0.00% | +66 | New |
| TD Waterhouse Canada Inc. | 69 | $1.56K | 0.00% | −25−26.6% | Reduced |
| NVWM, LLC | 63 | $1.53K | 0.00% | +60+2,000.0% | Added |
| Pacific Center for Financial Services | 62 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $1.21K | 0.00% | +50 | New |
| Reuter James Wealth Management, LLC | 47 | $1.14K | 0.00% | +47 | New |
| Migdal Insurance & Financial Holdings Ltd. | 41 | $1.00K | 0.00% | −270−86.8% | Reduced |
| Hantz Financial Services, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $994 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $969 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $824 | 0.00% | −1,397−97.6% | Reduced |
| Massmutual Trust Co FSB | 31 | $751 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 29 | $703 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 26 | $630 | 0.00% | −486−94.9% | Reduced |
| Voisard Asset Management Group, Inc. | 22 | $534 | 0.00% | +22 | New |
| Creative Financial Designs Inc | 20 | $485 | 0.00% | 00.0% | Unchanged |