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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, Q4 2024

Institutional positions in C3.ai, Inc. as of Dec 31, 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
376
+66 vs. Q3 2024
Shares held
66.7M
+9.11M (+15.8%) vs. Q3 2024
Total value
$2.30B
+$900.5M (+64.5%) vs. Q3 2024
New holders
105
104 more added
Sold out
39
105 more reduced

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 376 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 heldQ4 2024: $2.30B
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, Q4 2024

Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q3 2024.

Institutions holding AI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Migdal Insurance & Financial Holdings Ltd.7$00.00%−34−82.9%Reduced
Capital Advisors, Ltd. LLC13$00.00%00.0%Unchanged
Hemington Wealth Management3$00.00%+3New
Kozak & Associates, Inc.0$70.00%0New
Global Financial Private Client, LLC1$340.00%+1New
MCF Advisors LLC1$350.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1$350.00%00.0%Unchanged
Legacy Investment Solutions, LLC2$670.00%00.0%Unchanged
Legacy Wealth Managment, LLC2$670.00%00.0%Unchanged
SJS Investment Consulting Inc.2$690.00%+2New
Heritage Wealth Advisors3$1030.00%00.0%Unchanged
Wolff Wiese Magana LLC3$1040.00%+3New
Bryn Mawr Trust Co4$1380.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.4$1380.00%00.0%Unchanged
North Star Investment Management Corp.5$1720.00%00.0%Unchanged
Capital & Planning, LLC5$1720.00%+5New
Strategic Investment Solutions, Inc.10$3440.00%−250−96.2%Reduced
Albion Financial Group10$3450.00%00.0%Unchanged
GeoWealth Management, LLC13$4480.00%+13New
Golden State Wealth Management, LLC14$4820.00%+14New
Larson Financial Group LLC15$5160.00%−146−90.7%Reduced
WR Wealth Planners, LLC15$5160.00%00.0%Unchanged
Fairscale Capital, LLC17$5850.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd18$6200.00%−1,363−98.7%Reduced
JNBA Financial Advisors20$6890.00%+20New
PayPay Securities Corp27$9300.04%+12+80.0%Added
Coston, McIsaac & Partners39$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB31$1.07K0.00%00.0%Unchanged
Sierra Ocean, LLC33$1.14K0.00%+33New
Fifth Third Bancorp39$1.34K0.00%−27−40.9%Reduced
Plante Moran Financial Advisors, LLC40$1.38K0.00%00.0%Unchanged
Bell Investment Advisors, Inc41$1.41K0.00%00.0%Unchanged
Adirondack Trust Co50$1.72K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC50$1.72K0.00%00.0%Unchanged
Insight Financial Services50$1.72K0.00%00.0%Unchanged
Asset Dedication, LLC50$1.72K0.00%00.0%Unchanged
West Paces Advisors Inc.50$1.72K0.00%00.0%Unchanged
Parvin Asset Management, LLC50$1.72K0.00%+50New
Oliver Lagore Vanvalin Investment Group50$1.72K0.00%+50Added
Lindbrook Capital, LLC54$1.86K0.00%+20+58.8%Added
Quarry LP58$2.00K0.00%+32+123.1%Added
Hantz Financial Services, Inc.50$2.00K0.00%00.0%Unchanged
Pacific Center for Financial Services62$2.13K0.00%00.0%Unchanged
NVWM, LLC63$2.17K0.00%00.0%Unchanged
Bullock Wealth Management Group70$2.41K0.00%−190−73.1%Reduced
Creative Financial Designs Inc70$2.41K0.00%+50+250.0%Added
Fortitude Family Office, LLC75$2.58K0.00%00.0%Unchanged
Barrett & Company, Inc.75$2.58K0.00%+75New
Atticus Wealth Management, LLC75$2.58K0.00%+75New
Hazlett, Burt & Watson, Inc.100$3.00K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.96$3.27K0.00%00.0%Unchanged
Continuum Advisory, LLC100$3.44K0.00%00.0%Unchanged
Eastern Bank100$3.44K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC100$3.44K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.100$3.44K0.00%00.0%Unchanged
Rothschild Investment LLC100$3.44K0.00%+25+33.3%Added
Riggs Asset Managment Co. Inc.100$3.53K0.00%00.0%Unchanged
Sunbelt Securities, Inc.109$3.85K0.00%00.0%Unchanged
Sterling Capital Management LLC112$3.86K0.00%+28+33.3%Added
CVA Family Office, LLC120$4.13K0.00%00.0%Unchanged
WPG Advisers, LLC123$4.24K0.00%+123New
Painted Porch Advisors LLC126$4.34K0.00%+56+80.0%Added
Coppell Advisory Solutions LLC123$4.34K0.00%+29+30.9%Added
Quent Capital, LLC131$4.51K0.00%00.0%Unchanged
Assetmark, Inc137$4.72K0.00%+108+372.4%Added
Bessemer Group Inc150$5.00K0.00%00.0%Unchanged
Truvestments Capital LLC155$5.34K0.00%00.0%Unchanged
Ameriflex Group, Inc.175$5.49K0.00%+175New
Archer Investment Corp170$5.85K0.00%−126−42.6%Reduced
Stonebridge Financial Group, LLC175$6.03K0.00%+175New
Capital A Wealth Management, LLC177$6.09K0.01%+177New
Kennebec Savings Bank219$6.78K0.01%+219New
Umb Bank N A200$6.89K0.00%+200New
Graney & King, LLC200$6.89K0.01%+200New
GAMMA Investing LLC243$8.37K0.00%+60+32.8%Added
Ulland Investment Advisors, LLC260$9.00K0.01%00.0%Unchanged
Decker Retirement Planning Inc.270$9.30K0.01%+270New
Northwestern Mutual Wealth Management Co287$9.88K0.00%−207−41.9%Reduced
Tucker Asset Management LLC290$9.98K0.00%+100+52.6%Added
St Germain D J Co Inc300$10.3K0.00%00.0%Unchanged
Manchester Capital Management LLC300$10.3K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC330$11.4K0.01%+330New
Quest Partners LLC334$11.5K0.00%−1,310−79.7%Reduced
Tradewinds Capital Management, LLC349$12.0K0.00%−4−1.1%Reduced
Versant Capital Management, Inc361$12.4K0.00%+284+368.8%Added
Pathway Financial Advisers, LLC365$12.6K0.00%−8,479−95.9%Reduced
Covestor Ltd446$15.0K0.01%+1+0.2%Added
Fourth Dimension Wealth, LLC442$15.2K0.01%+442New
TD Waterhouse Canada Inc.442$15.2K0.00%+373+540.6%Added
Smartleaf Asset Management LLC444$15.7K0.00%+277+165.9%Added
Whittier Trust Co500$17.2K0.00%+500New
VSM Wealth Advisory, LLC500$17.2K0.01%+500New
Clearstead Advisors, LLC550$18.9K0.00%+150+37.5%Added
Sound Income Strategies, LLC579$19.9K0.00%+579New
Sandy Spring Bank650$22.4K0.00%−20−3.0%Reduced
Castleview Partners, LLC700$24.3K0.01%−50−6.7%Reduced
Quadrant Capital Group LLC741$25.5K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.800$27.5K0.01%+400+100.0%Added
R Squared Ltd830$28.6K0.03%+830New
Principal Securities, Inc.841$29.0K0.00%−32−3.7%Reduced