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Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in C3.ai, Inc. as of Mar 31, 2025. 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
343
−26 vs. Q4 2024
Shares held
64.2M
−2.22M (−3.3%) vs. Q4 2024
Total value
$1.35B
−$934.4M (−40.9%) vs. Q4 2024
New holders
57
141 more added
Sold out
83
69 more reduced

7 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 343 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 heldQ1 2025: $1.35B
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, Q1 2025

Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q4 2024.

Institutions holding AI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC18$00.00%+5+38.5%Added
Kozak & Associates, Inc.0$40.00%0Unchanged
MCF Advisors LLC1$220.00%00.0%Unchanged
Legacy Wealth Managment, LLC2$430.00%00.0%Unchanged
Heritage Wealth Advisors3$630.00%00.0%Unchanged
Bryn Mawr Trust Co4$840.00%00.0%Unchanged
North Capital, Inc.4$840.00%+4New
BOK Financial Private Wealth, Inc.4$850.00%00.0%Unchanged
North Star Investment Management Corp.5$1050.00%00.0%Unchanged
South State Corp.8$1630.00%+8New
Wolff Wiese Magana LLC9$1900.00%+6+200.0%Added
Strategic Investment Solutions, Inc.10$2100.00%00.0%Unchanged
UMA Financial Services, Inc.10$2110.00%+10New
Assetmark, Inc14$2950.00%−123−89.8%Reduced
Golden State Wealth Management, LLC14$2950.00%00.0%Unchanged
Larson Financial Group LLC15$3160.00%00.0%Unchanged
Fairscale Capital, LLC17$3580.00%00.0%Unchanged
Lindbrook Capital, LLC19$4000.00%−35−64.8%Reduced
Decker Retirement Planning Inc.20$4210.00%−250−92.6%Reduced
JNBA Financial Advisors20$4210.00%00.0%Unchanged
True Wealth Design, LLC27$5690.00%+27New
PayPay Securities Corp29$6110.03%+2+7.4%Added
SRS Capital Advisors, Inc.30$6320.00%+30New
Plante Moran Financial Advisors, LLC40$8420.00%00.0%Unchanged
Bell Investment Advisors, Inc41$8640.00%00.0%Unchanged
Stephens Consulting, LLC45$9480.00%+45New
Hantz Financial Services, Inc.50$1.00K0.00%00.0%Unchanged
Insight Financial Services50$1.05K0.00%00.0%Unchanged
Asset Dedication, LLC50$1.05K0.00%00.0%Unchanged
West Paces Advisors Inc.50$1.05K0.00%00.0%Unchanged
Parkside Financial Bank & Trust50$1.05K0.00%+50New
Pacific Center for Financial Services62$1.31K0.00%00.0%Unchanged
NVWM, LLC63$1.33K0.00%00.0%Unchanged
Atticus Wealth Management, LLC75$1.58K0.00%00.0%Unchanged
Barrett & Company, Inc.75$1.58K0.00%00.0%Unchanged
Fortitude Family Office, LLC75$1.58K0.00%00.0%Unchanged
Fifth Third Bancorp80$1.68K0.00%+41+105.1%Added
TD Private Client Wealth LLC85$1.79K0.00%+85New
MAI Capital Management93$1.96K0.00%−1,158−92.6%Reduced
Hazlett, Burt & Watson, Inc.100$2.00K0.00%00.0%Unchanged
NBC Securities, Inc.100$2.00K0.00%+100New
CVA Family Office, LLC100$2.10K0.00%−20−16.7%Reduced
Riggs Asset Managment Co. Inc.100$2.10K0.00%00.0%Unchanged
Eastern Bank100$2.10K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC100$2.10K0.00%00.0%Unchanged
Continuum Advisory, LLC100$2.10K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.100$2.10K0.00%00.0%Unchanged
Vision Financial Markets LLC100$2.10K0.00%+100New
Compass Wealth Management LLC100$2.10K0.00%+100New
Bear Mountain Capital, Inc.96$2.17K0.00%00.0%Unchanged
Sterling Capital Management LLC117$2.46K0.00%+5+4.5%Added
WPG Advisers, LLC123$2.59K0.00%00.0%Unchanged
Painted Porch Advisors LLC126$2.65K0.00%00.0%Unchanged
Quent Capital, LLC131$2.76K0.00%00.0%Unchanged
Rothschild Investment LLC145$3.05K0.00%+45+45.0%Added
N.E.W. Advisory Services LLC148$3.12K0.00%+148New
Truvestments Capital LLC155$3.26K0.00%00.0%Unchanged
Archer Investment Corp170$3.58K0.00%00.0%Unchanged
Capital A Wealth Management, LLC177$3.73K0.00%00.0%Unchanged
Bessemer Group Inc191$4.00K0.00%+41+27.3%Added
Graney & King, LLC200$4.21K0.00%00.0%Unchanged
Kiker Wealth Management, LLC207$4.36K0.00%+207New
Vermillion Wealth Management, Inc.212$4.46K0.00%+212New
Kennebec Savings Bank219$4.61K0.00%00.0%Unchanged
Boston Private Wealth LLC237$4.99K0.00%+237New
Ulland Investment Advisors, LLC260$5.00K0.00%00.0%Unchanged
St Germain D J Co Inc300$6.32K0.00%00.0%Unchanged
Manchester Capital Management LLC300$6.32K0.00%00.0%Unchanged
Sunbelt Securities, Inc.308$6.48K0.00%+199+182.6%Added
Medallion Wealth Advisors, LLC305$6.54K0.00%−25−7.6%Reduced
Smartleaf Asset Management LLC309$6.74K0.00%−135−30.4%Reduced
Hurley Capital, LLC335$7.05K0.01%+335New
Tradewinds Capital Management, LLC349$7.35K0.00%00.0%Unchanged
Massmutual Trust Co FSB395$8.31K0.00%+364+1,174.2%Added
Colonial Trust Advisors400$8.42K0.00%+400New
Covestor Ltd449$9.00K0.01%+3+0.7%Added
Fourth Dimension Wealth, LLC442$9.30K0.00%00.0%Unchanged
Whittier Trust Co500$10.5K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC500$10.5K0.00%00.0%Unchanged
Creative Financial Designs Inc505$10.6K0.00%+435+621.4%Added
Northwestern Mutual Wealth Management Co523$11.0K0.00%+236+82.2%Added
Private Wealth Asset Management, LLC569$12.0K0.00%+569New
GAMMA Investing LLC571$12.0K0.00%+328+135.0%Added
Sound Income Strategies, LLC611$12.9K0.00%+32+5.5%Added
Sandy Spring Bank650$13.7K0.00%00.0%Unchanged
Coldstream Capital Management Inc711$15.0K0.00%+711New
Quadrant Capital Group LLC730$15.4K0.00%−11−1.5%Reduced
Brown, Lisle/Cummings, Inc.800$16.8K0.00%00.0%Unchanged
HM Payson & Co854$18.0K0.00%−623−42.2%Reduced
Montag A & Associates Inc945$19.9K0.00%+945New
CIBC Private Wealth Group, LLC1,128$20.6K0.00%−1,000−47.0%Reduced
WealthTrak Capital Management LLC980$20.6K0.02%+20+2.1%Added
TSFG, LLC1,000$21.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp1,000$21.1K0.00%00.0%Unchanged
Comerica Bank1,024$21.6K0.00%−638−38.4%Reduced
Raiffeisen Bank International AG1,032$21.7K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd1,029$22.0K0.00%00.0%Unchanged
Parallel Advisors, LLC1,239$26.1K0.00%+108+9.5%Added
Farther Finance Advisors, LLC1,231$26.4K0.00%−150−10.9%Reduced
CoreCap Advisors, LLC1,349$28.4K0.00%+252+23.0%Added