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, 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 |
|---|---|---|---|---|---|
| Chesapeake Capital Corp | 8,748 | $301.2K | 0.31% | +8,748 | New |
| SeaCrest Wealth Management, LLC | 8,424 | $290.1K | 0.03% | −150−1.7% | Reduced |
| STRS Ohio | 8,400 | $289.2K | 0.00% | +8,400 | New |
| CIBC World Markets Inc. | 8,371 | $288.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,190 | $282.0K | 0.02% | +8,190 | New |
| Xponance, Inc. | 7,927 | $272.9K | 0.00% | +7,927 | New |
| DMG Group, LLC | 7,818 | $269.2K | 0.22% | +7,818 | New |
| Independent Financial Group, LLC | 7,765 | $267.3K | 0.01% | +7,765 | New |
| Integrated Wealth Concepts LLC | 7,649 | $263.4K | 0.00% | +7,649 | New |
| Cornerstone Advisory, LLC | 8,121 | $256.3K | 0.03% | +8,121 | New |
| Spire Wealth Management | 7,276 | $250.5K | 0.01% | +5,216+253.2% | Added |
| Marex Group plc | 7,251 | $249.7K | 0.00% | +7,251 | New |
| Quantitative Investment Management, LLC | 7,237 | $249.0K | 0.02% | +7,237 | New |
| HRT Financial LP | 7,214 | $248.0K | 0.00% | +7,214 | New |
| Kaizen Financial Strategies | 7,033 | $242.1K | 0.14% | +7,033 | New |
| Steel Peak Wealth Management LLC | 6,743 | $232.2K | 0.01% | +6,743 | New |
| Mackenzie Financial Corp | 6,642 | $228.7K | 0.00% | +6,642 | New |
| SEI Investments Co | 6,615 | $227.8K | 0.00% | +6,615 | New |
| Moneta Group Investment Advisors LLC | 6,586 | $226.8K | 0.00% | +6,586 | New |
| Aspect Partners, LLC | 6,563 | $226.0K | 0.13% | −15,374−70.1% | Reduced |
| IHT Wealth Management, LLC | 6,501 | $223.8K | 0.01% | +6,501 | New |
| Davenport & Co LLC | 6,056 | $208.5K | 0.00% | +6,056 | New |
| The PNC Financial Services Group, Inc. | 6,036 | $207.8K | 0.00% | −191−3.1% | Reduced |
| Prospera Financial Services Inc | 6,036 | $207.8K | 0.00% | +6,036 | New |
| Marathon Trading Investment Management LLC | 6,032 | $207.7K | 0.03% | +6,032 | New |
| US Bancorp | 6,013 | $207.0K | 0.00% | −458−7.1% | Reduced |
| KBC Group NV | 4,878 | $168.0K | 0.00% | +1,285+35.8% | Added |
| IFP Advisors, Inc | 4,860 | $167.3K | 0.01% | +2,604+115.4% | Added |
| Jones Financial Companies LLLP | 4,616 | $158.9K | 0.00% | +1,906+70.3% | Added |
| Transcendent Capital Group LLC | 4,500 | $154.9K | 0.08% | +1,425+46.3% | Added |
| ORG Partners LLC | 4,436 | $152.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 3,809 | $131.0K | 0.00% | −242−6.0% | Reduced |
| Amalgamated Bank | 3,773 | $130.0K | 0.00% | +873+30.1% | Added |
| BNP Paribas | 3,000 | $105.7K | 0.00% | +3,000 | New |
| National Bank of Canada | 2,999 | $103.3K | 0.00% | −489−14.0% | Reduced |
| Harbour Investments, Inc. | 2,934 | $101.0K | 0.00% | −116−3.8% | Reduced |
| Ameliora Wealth Management Ltd. | 2,830 | $97.4K | 0.04% | +2,830 | New |
| Lazard Asset Management LLC | 2,776 | $94.0K | 0.00% | +2,776 | New |
| Tower Research Capital LLC (TRC) | 2,695 | $92.8K | 0.00% | −17,748−86.8% | Reduced |
| Olistico Wealth, LLC | 2,500 | $86.1K | 0.05% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 2,261 | $77.8K | 0.07% | +2,261 | New |
| Proequities, Inc. | 2,274 | $76.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,128 | $70.9K | 0.00% | +560+35.7% | 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 |
| Signaturefd, LLC | 1,983 | $68.3K | 0.00% | +100+5.3% | Added |
| Optimum Investment Advisors | 1,968 | $67.8K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,900 | $65.4K | 0.00% | +200+11.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,840 | $63.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,832 | $63.1K | 0.00% | +150+8.9% | Added |
| Comerica Bank | 1,662 | $57.2K | 0.00% | −221−11.7% | Reduced |
| GWM Advisors LLC | 1,642 | $56.5K | 0.00% | −180−9.9% | Reduced |
| HM Payson & Co | 1,477 | $50.9K | 0.00% | +893+152.9% | Added |
| Murphy & Mullick Capital Management Corp | 1,459 | $50.2K | 0.05% | +1,459 | New |
| Farther Finance Advisors, LLC | 1,381 | $47.5K | 0.00% | −69−4.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,367 | $47.1K | 0.00% | +968+242.6% | Added |
| Geneos Wealth Management Inc. | 1,322 | $45.5K | 0.00% | +555+72.4% | Added |
| Huntington National Bank | 1,300 | $44.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,283 | $44.2K | 0.00% | −4,566−78.1% | Reduced |
| MAI Capital Management | 1,251 | $43.1K | 0.00% | +1,251 | New |
| Parallel Advisors, LLC | 1,131 | $39.0K | 0.00% | −50−4.2% | Reduced |
| Global Retirement Partners, LLC | 1,115 | $38.4K | 0.00% | +1,014+1,004.0% | Added |
| CoreCap Advisors, LLC | 1,097 | $37.8K | 0.00% | −955−46.5% | Reduced |
| Raiffeisen Bank International AG | 1,032 | $36.5K | 0.00% | +1,032 | 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 |
| 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 |
| TSFG, LLC | 1,000 | $34.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 960 | $33.1K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 960 | $33.1K | 0.03% | +960 | New |
| Russell Investments Group, Ltd. | 909 | $31.3K | 0.00% | +456+100.7% | Added |
| Bayforest Capital Ltd | 897 | $30.9K | 0.04% | +897 | New |
| Principal Securities, Inc. | 841 | $29.0K | 0.00% | −32−3.7% | Reduced |
| R Squared Ltd | 830 | $28.6K | 0.03% | +830 | New |
| Brown, Lisle/Cummings, Inc. | 800 | $27.5K | 0.01% | +400+100.0% | Added |
| Quadrant Capital Group LLC | 741 | $25.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 700 | $24.3K | 0.01% | −50−6.7% | Reduced |
| Sandy Spring Bank | 650 | $22.4K | 0.00% | −20−3.0% | Reduced |
| Sound Income Strategies, LLC | 579 | $19.9K | 0.00% | +579 | New |
| Clearstead Advisors, LLC | 550 | $18.9K | 0.00% | +150+37.5% | Added |
| Whittier Trust Co | 500 | $17.2K | 0.00% | +500 | New |
| VSM Wealth Advisory, LLC | 500 | $17.2K | 0.01% | +500 | New |
| Smartleaf Asset Management LLC | 444 | $15.7K | 0.00% | +277+165.9% | Added |
| TD Waterhouse Canada Inc. | 442 | $15.2K | 0.00% | +373+540.6% | Added |
| Fourth Dimension Wealth, LLC | 442 | $15.2K | 0.01% | +442 | New |
| Covestor Ltd | 446 | $15.0K | 0.01% | +1+0.2% | Added |
| Pathway Financial Advisers, LLC | 365 | $12.6K | 0.00% | −8,479−95.9% | Reduced |
| Versant Capital Management, Inc | 361 | $12.4K | 0.00% | +284+368.8% | Added |
| Tradewinds Capital Management, LLC | 349 | $12.0K | 0.00% | −4−1.1% | Reduced |
| Quest Partners LLC | 334 | $11.5K | 0.00% | −1,310−79.7% | Reduced |
| Medallion Wealth Advisors, LLC | 330 | $11.4K | 0.01% | +330 | New |
| St Germain D J Co Inc | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 290 | $9.98K | 0.00% | +100+52.6% | Added |
| Northwestern Mutual Wealth Management Co | 287 | $9.88K | 0.00% | −207−41.9% | Reduced |
| Decker Retirement Planning Inc. | 270 | $9.30K | 0.01% | +270 | New |