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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 11,800 | $406.0K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 12,383 | $426.3K | 0.01% | −3,162−20.3% | Reduced |
| EverSource Wealth Advisors, LLC | 12,465 | $429.2K | 0.02% | −6,999−36.0% | Reduced |
| Old Mission Capital LLC | 12,613 | $434.3K | 0.01% | +12,613 | New |
| Graham Capital Management, L.P. | 12,714 | $437.7K | 0.01% | −22,821−64.2% | Reduced |
| Concurrent Investment Advisors, LLC | 12,753 | $439.1K | 0.01% | +12,753 | New |
| Salem Investment Counselors Inc | 13,383 | $460.8K | 0.02% | −12,700−48.7% | Reduced |
| Great Valley Advisor Group, Inc. | 13,511 | $464.9K | 0.01% | −68−0.5% | Reduced |
| Victory Capital Management Inc | 13,853 | $477.0K | 0.00% | −225−1.6% | Reduced |
| TT International Asset Management LTD | 14,000 | $482.0K | 0.07% | +14,000 | New |
| Vident Advisory, LLC | 14,086 | $485.0K | 0.01% | −5,692−28.8% | Reduced |
| Envestnet Asset Management Inc | 14,546 | $500.8K | 0.00% | −119,026−89.1% | Reduced |
| PFG Advisors | 14,729 | $507.1K | 0.03% | +261+1.8% | Added |
| Private Advisor Group, LLC | 14,749 | $507.8K | 0.00% | −5,955−28.8% | Reduced |
| Twin Tree Management, LP | 14,771 | $508.6K | 0.01% | +14,771 | New |
| Versor Investments LP | 14,900 | $513.0K | 0.09% | +2,100+16.4% | Added |
| HSBC Holdings PLC | 14,883 | $522.2K | 0.00% | −87,436−85.5% | Reduced |
| Pictet Asset Management Holding SA | 15,824 | $544.8K | 0.00% | +1,199+8.2% | Added |
| Tocqueville Asset Management L.P. | 15,975 | $550.0K | 0.01% | +1,475+10.2% | Added |
| FMR LLC | 16,071 | $553.3K | 0.00% | +2,077+14.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,180 | $557.1K | 0.00% | +4,941+44.0% | Added |
| KG&L Capital Management,LLC | 16,458 | $566.6K | 0.18% | −5,010−23.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,435 | $568.3K | 0.01% | +15,435 | New |
| Probity Advisors, Inc. | 16,706 | $575.2K | 0.11% | +1,514+10.0% | Added |
| Western Wealth Management, LLC | 16,727 | $575.9K | 0.03% | −645−3.7% | Reduced |
| Allianz Asset Management GmbH | 16,849 | $585.8K | 0.00% | −84−0.5% | Reduced |
| Mercer Global Advisors Inc | 17,060 | $587.4K | 0.00% | +17,060 | New |
| Options Solutions, LLC | 17,992 | $619.5K | 0.28% | +17,992 | New |
| Kingswood Wealth Advisors, LLC | 18,376 | $632.7K | 0.05% | +18,376 | New |
| Natixis | 19,290 | $664.2K | 0.00% | +2,085+12.1% | Added |
| Arkadios Wealth Advisors | 20,128 | $693.0K | 0.04% | −1,557−7.2% | Reduced |
| Focused Wealth Management, Inc | 20,175 | $694.6K | 0.09% | −575−2.8% | Reduced |
| Avantax Advisory Services, Inc. | 20,298 | $698.9K | 0.00% | −3,860−16.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,424 | $714.4K | 0.00% | +15,912+453.1% | Added |
| Steward Partners Investment Advisory, LLC | 20,973 | $722.1K | 0.01% | +17,424+491.0% | Added |
| State Board of Administration of Florida Retirement System | 21,144 | $728.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 21,390 | $736.5K | 0.00% | +250+1.2% | Added |
| Entropy Technologies, LP | 21,649 | $745.4K | 0.08% | +21,649 | New |
| Friedenthal Financial | 21,999 | $757.4K | 0.44% | +21,999 | New |
| CAPROCK Group, Inc. | 22,102 | $761.0K | 0.02% | −61−0.3% | Reduced |
| Wolverine Trading, LLC | 21,803 | $769.4K | 0.02% | −10,674−32.9% | Reduced |
| Nisa Investment Advisors, LLC | 22,519 | $775.3K | 0.00% | +149+0.7% | Added |
| KLP Kapitalforvaltning AS | 22,900 | $788.4K | 0.00% | +22,900 | New |
| Cerity Partners LLC | 23,282 | $797.2K | 0.00% | −851−3.5% | Reduced |
| PFG Investments, LLC | 23,290 | $801.9K | 0.05% | +1,017+4.6% | Added |
| CI Private Wealth, LLC | 23,371 | $804.7K | 0.00% | +555+2.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,533 | $810.2K | 0.01% | +23,533 | New |
| Cresset Asset Management, LLC | 23,582 | $811.9K | 0.00% | +7,806+49.5% | Added |
| Cookson Peirce & Co Inc | 23,700 | $816.0K | 0.04% | +23,700 | New |
| Mariner, LLC | 23,717 | $816.7K | 0.00% | +1,262+5.6% | Added |
| Beacon Pointe Advisors, LLC | 24,960 | $859.4K | 0.01% | +781+3.2% | Added |
| Axxcess Wealth Management, LLC | 25,000 | $860.8K | 0.02% | −41−0.2% | Reduced |
| TCG Advisory Services, LLC | 25,037 | $862.0K | 0.04% | −40,535−61.8% | Reduced |
| Ieq Capital, LLC | 25,064 | $863.0K | 0.01% | +983+4.1% | Added |
| Level Four Advisory Services, LLC | 25,188 | $867.2K | 0.04% | +1,576+6.7% | Added |
| Wedbush Securities Inc | 26,193 | $902.0K | 0.03% | −7,199−21.6% | Reduced |
| Fortem Financial Group, LLC | 26,401 | $909.0K | 0.35% | −2,800−9.6% | Reduced |
| Meridian Wealth Management, LLC | 26,554 | $914.3K | 0.04% | +26,554 | New |
| Handelsbanken Fonder AB | 26,800 | $923.0K | 0.00% | +26,800 | New |
| Bayesian Capital Management, LP | 27,000 | $929.6K | 0.11% | +27,000 | New |
| Benjamin Edwards Inc | 27,035 | $930.7K | 0.01% | +10,558+64.1% | Added |
| XTX Topco Ltd | 28,097 | $967.4K | 0.08% | +28,097 | New |
| Allworth Financial LP | 28,881 | $971.3K | 0.01% | −7,034−19.6% | Reduced |
| Baird Financial Group, Inc. | 28,300 | $974.4K | 0.00% | −4,000−12.4% | Reduced |
| IMC-Chicago, LLC | 28,827 | $992.5K | 0.03% | +28,827 | New |
| Commerce Bank | 29,642 | $1.02M | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 30,300 | $1.04M | 0.00% | +19,900+191.3% | Added |
| New York State Common Retirement Fund | 30,896 | $1.06M | 0.00% | +2,600+9.2% | Added |
| Global Assets Advisory, LLC | 31,272 | $1.08M | 0.60% | −1,585−4.8% | Reduced |
| ProShare Advisors LLC | 31,769 | $1.09M | 0.00% | +15,163+91.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,148 | $1.11M | 0.00% | +8,095+33.7% | Added |
| Arizona State Retirement System | 32,265 | $1.11M | 0.01% | +826+2.6% | Added |
| Kestra Advisory Services, LLC | 32,473 | $1.12M | 0.01% | −1,238−3.7% | Reduced |
| Walleye Trading LLC | 34,195 | $1.18M | 0.02% | −40,248−54.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 34,752 | $1.24M | 0.01% | −13,354−27.8% | Reduced |
| Algert Global LLC | 36,413 | $1.25M | 0.03% | −36,523−50.1% | Reduced |
| Verition Fund Management LLC | 36,757 | $1.27M | 0.01% | +36,757 | New |
| ExodusPoint Capital Management, LP | 37,544 | $1.29M | 0.01% | −66,234−63.8% | Reduced |
| Stifel Financial Corp | 37,858 | $1.30M | 0.00% | +6,121+19.3% | Added |
| Edgestream Partners, L.P. | 39,110 | $1.35M | 0.06% | +39,110 | New |
| Ensign Peak Advisors, Inc | 39,845 | $1.37M | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 39,889 | $1.37M | 0.34% | −1,814−4.3% | Reduced |
| Evoke Wealth, LLC | 40,669 | $1.40M | 0.04% | +20.0% | Added |
| Royal Bank of Canada | 42,769 | $1.47M | 0.00% | −30,360−41.5% | Reduced |
| Holocene Advisors, LP | 45,801 | $1.58M | 0.01% | −29,979−39.6% | Reduced |
| HighTower Advisors, LLC | 47,081 | $1.62M | 0.00% | +3,439+7.9% | Added |
| Liontrust Investment Partners LLP | 47,593 | $1.64M | 0.02% | +47,593 | New |
| Amundi | 49,571 | $1.65M | 0.00% | +42,533+604.3% | Added |
| AQR Capital Management LLC | 49,298 | $1.70M | 0.00% | −9,934−16.8% | Reduced |
| Commonwealth Equity Services, LLC | 49,891 | $1.72M | 0.00% | +5,167+11.6% | Added |
| Evergreen Capital Management LLC | 50,200 | $1.73M | 0.06% | +37+0.1% | Added |
| Intech Investment Management LLC | 50,372 | $1.73M | 0.02% | +14,910+42.0% | Added |
| Janus Henderson Group PLC | 52,182 | $1.80M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 52,736 | $1.82M | 0.01% | +12,642+31.5% | Added |
| Oppenheimer & Co Inc | 53,470 | $1.84M | 0.03% | −3,512−6.2% | Reduced |
| Hodges Capital Management Inc. | 53,995 | $1.86M | 0.11% | −26,685−33.1% | Reduced |
| Creative Planning | 54,510 | $1.88M | 0.00% | −2,063−3.6% | Reduced |
| Corebridge Financial, Inc. | 55,003 | $1.89M | 0.01% | +9,774+21.6% | Added |
| Janney Montgomery Scott LLC | 55,339 | $1.91M | 0.01% | +22,949+70.9% | Added |
| Colony Group, LLC | 57,551 | $1.98M | 0.01% | +7,243+14.4% | Added |