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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 897 | $30.9K | 0.04% | +897 | New |
| Russell Investments Group, Ltd. | 909 | $31.3K | 0.00% | +456+100.7% | Added |
| Armstrong Advisory Group, Inc | 960 | $33.1K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 960 | $33.1K | 0.03% | +960 | New |
| TSFG, LLC | 1,000 | $34.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,000 | $34.4K | 0.00% | −9,000−90.0% | Reduced |
| Toth Financial Advisory Corp | 1,000 | $34.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $34.4K | 0.00% | +1,000 | New |
| Orion Capital Management LLC | 1,000 | $34.4K | 0.02% | +1,000 | New |
| JTC Employer Solutions Trusteee Ltd | 1,029 | $36.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,034 | $36.0K | 0.00% | +1,034 | New |
| Raiffeisen Bank International AG | 1,032 | $36.5K | 0.00% | +1,032 | New |
| CoreCap Advisors, LLC | 1,097 | $37.8K | 0.00% | −955−46.5% | Reduced |
| Global Retirement Partners, LLC | 1,115 | $38.4K | 0.00% | +1,014+1,004.0% | Added |
| Parallel Advisors, LLC | 1,131 | $39.0K | 0.00% | −50−4.2% | Reduced |
| MAI Capital Management | 1,251 | $43.1K | 0.00% | +1,251 | New |
| Leonteq Securities AG | 1,283 | $44.2K | 0.00% | −4,566−78.1% | Reduced |
| Huntington National Bank | 1,300 | $44.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,322 | $45.5K | 0.00% | +555+72.4% | Added |
| Ronald Blue Trust, Inc. | 1,367 | $47.1K | 0.00% | +968+242.6% | Added |
| Farther Finance Advisors, LLC | 1,381 | $47.5K | 0.00% | −69−4.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,459 | $50.2K | 0.05% | +1,459 | New |
| HM Payson & Co | 1,477 | $50.9K | 0.00% | +893+152.9% | Added |
| GWM Advisors LLC | 1,642 | $56.5K | 0.00% | −180−9.9% | Reduced |
| Comerica Bank | 1,662 | $57.2K | 0.00% | −221−11.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,832 | $63.1K | 0.00% | +150+8.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,840 | $63.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,900 | $65.4K | 0.00% | +200+11.8% | Added |
| Optimum Investment Advisors | 1,968 | $67.8K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,983 | $68.3K | 0.00% | +100+5.3% | Added |
| SWAN Capital LLC | 2,000 | $68.9K | 0.03% | −15−0.7% | Reduced |
| Arcadia Investment Management Corp | 2,000 | $68.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 2,000 | $68.9K | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,128 | $70.9K | 0.00% | +560+35.7% | Added |
| Proequities, Inc. | 2,274 | $76.5K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 2,261 | $77.8K | 0.07% | +2,261 | New |
| Olistico Wealth, LLC | 2,500 | $86.1K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,695 | $92.8K | 0.00% | −17,748−86.8% | Reduced |
| Lazard Asset Management LLC | 2,776 | $94.0K | 0.00% | +2,776 | New |
| Ameliora Wealth Management Ltd. | 2,830 | $97.4K | 0.04% | +2,830 | New |
| Harbour Investments, Inc. | 2,934 | $101.0K | 0.00% | −116−3.8% | Reduced |
| National Bank of Canada | 2,999 | $103.3K | 0.00% | −489−14.0% | Reduced |
| BNP Paribas | 3,000 | $105.7K | 0.00% | +3,000 | New |
| Amalgamated Bank | 3,773 | $130.0K | 0.00% | +873+30.1% | Added |
| CWM, LLC | 3,809 | $131.0K | 0.00% | −242−6.0% | Reduced |
| ORG Partners LLC | 4,436 | $152.7K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 4,500 | $154.9K | 0.08% | +1,425+46.3% | Added |
| Jones Financial Companies LLLP | 4,616 | $158.9K | 0.00% | +1,906+70.3% | Added |
| IFP Advisors, Inc | 4,860 | $167.3K | 0.01% | +2,604+115.4% | Added |
| KBC Group NV | 4,878 | $168.0K | 0.00% | +1,285+35.8% | Added |
| US Bancorp | 6,013 | $207.0K | 0.00% | −458−7.1% | Reduced |
| Marathon Trading Investment Management LLC | 6,032 | $207.7K | 0.03% | +6,032 | New |
| Prospera Financial Services Inc | 6,036 | $207.8K | 0.00% | +6,036 | New |
| The PNC Financial Services Group, Inc. | 6,036 | $207.8K | 0.00% | −191−3.1% | Reduced |
| Davenport & Co LLC | 6,056 | $208.5K | 0.00% | +6,056 | New |
| IHT Wealth Management, LLC | 6,501 | $223.8K | 0.01% | +6,501 | New |
| Aspect Partners, LLC | 6,563 | $226.0K | 0.13% | −15,374−70.1% | Reduced |
| Moneta Group Investment Advisors LLC | 6,586 | $226.8K | 0.00% | +6,586 | New |
| SEI Investments Co | 6,615 | $227.8K | 0.00% | +6,615 | New |
| Mackenzie Financial Corp | 6,642 | $228.7K | 0.00% | +6,642 | New |
| Steel Peak Wealth Management LLC | 6,743 | $232.2K | 0.01% | +6,743 | New |
| Kaizen Financial Strategies | 7,033 | $242.1K | 0.14% | +7,033 | New |
| HRT Financial LP | 7,214 | $248.0K | 0.00% | +7,214 | New |
| Quantitative Investment Management, LLC | 7,237 | $249.0K | 0.02% | +7,237 | New |
| Marex Group plc | 7,251 | $249.7K | 0.00% | +7,251 | New |
| Spire Wealth Management | 7,276 | $250.5K | 0.01% | +5,216+253.2% | Added |
| Cornerstone Advisory, LLC | 8,121 | $256.3K | 0.03% | +8,121 | New |
| Integrated Wealth Concepts LLC | 7,649 | $263.4K | 0.00% | +7,649 | New |
| Independent Financial Group, LLC | 7,765 | $267.3K | 0.01% | +7,765 | New |
| DMG Group, LLC | 7,818 | $269.2K | 0.22% | +7,818 | New |
| Xponance, Inc. | 7,927 | $272.9K | 0.00% | +7,927 | New |
| Gsa Capital Partners LLP | 8,190 | $282.0K | 0.02% | +8,190 | New |
| CIBC World Markets Inc. | 8,371 | $288.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 8,400 | $289.2K | 0.00% | +8,400 | New |
| SeaCrest Wealth Management, LLC | 8,424 | $290.1K | 0.03% | −150−1.7% | Reduced |
| Chesapeake Capital Corp | 8,748 | $301.2K | 0.31% | +8,748 | New |
| JustInvest LLC | 8,825 | $303.8K | 0.00% | +323+3.8% | Added |
| Nomura Holdings Inc | 8,825 | $303.8K | 0.00% | +8,825 | New |
| Toroso Investments, LLC | 9,026 | $310.8K | 0.00% | +9,026 | New |
| McGuire Investment Group, LLC | 9,166 | $315.6K | 0.05% | +9,166 | New |
| Credit Agricole S A | 9,200 | $316.8K | 0.00% | −1,000−9.8% | Reduced |
| Zuckerman Investment Group, LLC | 10,300 | $321.5K | 0.03% | −3,000−22.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,354 | $322.1K | 0.02% | −36−0.4% | Reduced |
| Principal Financial Group Inc | 9,419 | $324.3K | 0.00% | +9,419 | New |
| Gotham Asset Management, LLC | 9,554 | $328.9K | 0.00% | +9,554 | New |
| Kingsview Wealth Management, LLC | 9,663 | $332.7K | 0.01% | +906+10.3% | Added |
| Total Wealth Planning & Management, Inc. | 9,847 | $339.0K | 0.33% | +9,847 | New |
| AlphaCentric Advisors LLC | 10,000 | $344.3K | 0.34% | +10,000 | New |
| EP Wealth Advisors, LLC | 10,239 | $352.5K | 0.00% | −600−5.5% | Reduced |
| 180 Wealth Advisors, LLC | 10,240 | $352.6K | 0.06% | −1,215−10.6% | Reduced |
| BIP Wealth, LLC | 10,300 | $354.6K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 10,353 | $356.5K | 0.00% | +10,353 | New |
| SG Americas Securities, LLC | 10,692 | $368.0K | 0.00% | −26,284−71.1% | Reduced |
| MML Investors Services, LLC | 10,717 | $369.0K | 0.00% | −11−0.1% | Reduced |
| Moors & Cabot, Inc. | 10,913 | $375.7K | 0.02% | −500−4.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 11,106 | $382.4K | 0.10% | −926−7.7% | Reduced |
| Jupiter Wealth Management LLC | 11,250 | $387.3K | 0.19% | +11,250 | New |
| Bridgefront Capital, LLC | 11,371 | $391.5K | 0.13% | +11,371 | New |
| Forum Financial Management, LP | 11,441 | $393.9K | 0.01% | −3,043−21.0% | Reduced |
| Ameritas Investment Partners, Inc. | 11,574 | $398.5K | 0.01% | +3,005+35.1% | Added |