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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1,350 | $28.4K | 0.00% | +800+145.5% | Added |
| Huntington National Bank | 1,374 | $28.9K | 0.00% | +74+5.7% | Added |
| Principal Securities, Inc. | 841 | $29.0K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,393 | $29.3K | 0.00% | +1,393 | New |
| Ronald Blue Trust, Inc. | 1,515 | $31.9K | 0.00% | +148+10.8% | Added |
| Murphy & Mullick Capital Management Corp | 1,559 | $32.8K | 0.03% | +100+6.9% | Added |
| Armstrong Advisory Group, Inc | 960 | $33.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,606 | $33.8K | 0.00% | +284+21.5% | Added |
| CX Institutional | 1,637 | $34.0K | 0.00% | +1,637 | New |
| GPS Wealth Strategies Group, LLC | 1,818 | $38.3K | 0.01% | −22−1.2% | Reduced |
| Versant Capital Management, Inc | 1,868 | $39.3K | 0.01% | +1,507+417.5% | Added |
| Federation des caisses Desjardins du Quebec | 1,877 | $39.5K | 0.00% | +45+2.5% | Added |
| SWAN Capital LLC | 2,000 | $42.1K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 2,000 | $42.1K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,181 | $45.9K | 0.00% | +198+10.0% | Added |
| Bogart Wealth, LLC | 2,200 | $46.3K | 0.00% | +300+15.8% | Added |
| IMG Wealth Management, Inc. | 2,261 | $47.6K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,312 | $48.7K | 0.00% | −10,153−81.5% | Reduced |
| GWM Advisors LLC | 2,442 | $51.4K | 0.00% | +800+48.7% | Added |
| National Bank of Canada | 2,466 | $51.9K | 0.00% | −533−17.8% | Reduced |
| Olistico Wealth, LLC | 2,500 | $52.6K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,668 | $56.2K | 0.03% | +700+35.6% | Added |
| Harbour Investments, Inc. | 2,827 | $59.5K | 0.00% | −107−3.6% | Reduced |
| Ameliora Wealth Management Ltd. | 2,830 | $59.6K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,108 | $65.4K | 0.00% | +413+15.3% | Added |
| Spire Wealth Management | 3,178 | $66.9K | 0.00% | −4,098−56.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,467 | $73.0K | 0.00% | +3,467 | New |
| Amalgamated Bank | 3,876 | $82.0K | 0.00% | +103+2.7% | Added |
| Lazard Asset Management LLC | 4,436 | $93.0K | 0.00% | +1,660+59.8% | Added |
| ORG Partners LLC | 4,436 | $95.1K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,530 | $95.2K | 0.01% | +3,247+253.1% | Added |
| KBC Group NV | 4,878 | $103.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,068 | $106.7K | 0.00% | +208+4.3% | Added |
| Jupiter Wealth Management LLC | 5,000 | $115.9K | 0.07% | −6,250−55.6% | Reduced |
| US Bancorp | 6,153 | $129.5K | 0.00% | +140+2.3% | Added |
| The PNC Financial Services Group, Inc. | 6,546 | $137.8K | 0.00% | +510+8.4% | Added |
| Steward Partners Investment Advisory, LLC | 7,365 | $155.0K | 0.00% | −13,608−64.9% | Reduced |
| Jones Financial Companies LLLP | 7,173 | $156.4K | 0.00% | +2,557+55.4% | Added |
| Aspect Partners, LLC | 7,504 | $158.0K | 0.09% | +941+14.3% | Added |
| STRS Ohio | 8,400 | $176.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 8,709 | $183.3K | 0.08% | +7,812+870.9% | Added |
| Credit Agricole S A | 9,200 | $193.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9,501 | $200.0K | 0.05% | −1,605−14.5% | Reduced |
| Quest Partners LLC | 9,502 | $200.0K | 0.02% | +9,168+2,744.9% | Added |
| JBR Co Financial Management Inc | 9,650 | $203.1K | 0.12% | +9,650 | New |
| Kingsview Wealth Management, LLC | 9,720 | $204.6K | 0.00% | +57+0.6% | Added |
| 180 Wealth Advisors, LLC | 9,940 | $209.2K | 0.03% | −300−2.9% | Reduced |
| MML Investors Services, LLC | 9,980 | $210.0K | 0.00% | −737−6.9% | Reduced |
| Bridgewater Associates, LP | 10,136 | $213.4K | 0.00% | +10,136 | New |
| BIP Wealth, LLC | 10,300 | $216.8K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,132 | $234.3K | 0.00% | +11,132 | New |
| Forum Financial Management, LP | 11,165 | $235.0K | 0.00% | −276−2.4% | Reduced |
| Mission Wealth Management, LP | 11,455 | $241.1K | 0.01% | −928−7.5% | Reduced |
| Ameritas Investment Partners, Inc. | 11,574 | $243.6K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,800 | $248.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,779 | $258.4K | 0.00% | −3,656−23.7% | Reduced |
| Zweig-DiMenna Associates LLC | 13,000 | $273.6K | 0.04% | +13,000 | New |
| CI Private Wealth, LLC | 13,039 | $274.5K | 0.00% | −10,332−44.2% | Reduced |
| XTX Topco Ltd | 13,161 | $277.0K | 0.01% | −14,936−53.2% | Reduced |
| Salem Investment Counselors Inc | 13,383 | $281.7K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,563 | $285.5K | 0.01% | +2,650+24.3% | Added |
| Great Valley Advisor Group, Inc. | 13,711 | $289.1K | 0.01% | +200+1.5% | Added |
| M Holdings Securities, Inc. | 13,886 | $292.0K | 0.05% | +13,886 | New |
| Victory Capital Management Inc | 13,970 | $294.1K | 0.00% | +117+0.8% | Added |
| Qsemble Capital Management, LP | 13,981 | $294.3K | 0.03% | +13,981 | New |
| Concurrent Investment Advisors, LLC | 14,479 | $304.8K | 0.01% | +1,726+13.5% | Added |
| Envestnet Asset Management Inc | 14,573 | $306.8K | 0.00% | +27+0.2% | Added |
| Private Advisor Group, LLC | 14,846 | $312.5K | 0.00% | +97+0.7% | Added |
| SG Americas Securities, LLC | 15,073 | $317.0K | 0.00% | +4,381+41.0% | Added |
| Tocqueville Asset Management L.P. | 15,075 | $317.3K | 0.01% | −900−5.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,556 | $329.2K | 0.03% | −2,820−15.3% | Reduced |
| CWM, LLC | 15,727 | $331.0K | 0.00% | +11,918+312.9% | Added |
| Perbak Capital Partners LLP | 16,210 | $341.2K | 0.25% | +16,210 | New |
| Bank of Nova Scotia | 16,321 | $343.0K | 0.00% | +16,321 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 16,403 | $345.3K | 0.16% | +16,403 | New |
| Woodline Partners LP | 16,426 | $345.8K | 0.00% | +16,426 | New |
| Teacher Retirement System of Texas | 16,504 | $347.4K | 0.00% | +16,504 | New |
| Cerro Pacific Wealth Advisors LLC | 10,175 | $350.3K | 0.11% | +10,175 | New |
| Mercer Global Advisors Inc | 16,678 | $351.1K | 0.00% | −382−2.2% | Reduced |
| PFG Advisors | 16,929 | $356.4K | 0.02% | +2,200+14.9% | Added |
| Pictet Asset Management Holding SA | 16,957 | $356.9K | 0.00% | +1,133+7.2% | Added |
| Counterpoint Mutual Funds LLC | 17,251 | $363.1K | 0.05% | +17,251 | New |
| Vontobel Holding Ltd. | 17,350 | $365.2K | 0.00% | +17,350 | New |
| Probity Advisors, Inc. | 17,444 | $367.2K | 0.07% | +738+4.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,812 | $374.9K | 0.00% | +1,632+10.1% | Added |
| Arkadios Wealth Advisors | 18,033 | $379.6K | 0.01% | −2,095−10.4% | Reduced |
| AnglePoint Asset Management Ltd | 18,200 | $383.1K | 0.69% | +18,200 | New |
| Fox Run Management, L.L.C. | 18,266 | $384.5K | 0.06% | +18,266 | New |
| Banque Cantonale Vaudoise | 18,546 | $390.0K | 0.02% | +18,546 | New |
| Kestra Advisory Services, LLC | 18,766 | $395.0K | 0.00% | −13,707−42.2% | Reduced |
| Graham Capital Management, L.P. | 19,558 | $411.7K | 0.01% | +6,844+53.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,610 | $412.8K | 0.00% | +19,610 | New |
| Focused Wealth Management, Inc | 20,010 | $421.2K | 0.06% | −165−0.8% | Reduced |
| Zuckerman Investment Group, LLC | 20,300 | $427.3K | 0.05% | +10,000+97.1% | Added |
| FMR LLC | 20,706 | $435.9K | 0.00% | +4,635+28.8% | Added |
| Western Wealth Management, LLC | 20,877 | $439.5K | 0.03% | +4,150+24.8% | Added |
| State Board of Administration of Florida Retirement System | 21,144 | $445.1K | 0.00% | 00.0% | Unchanged |
| Natixis | 22,042 | $468.6K | 0.00% | +2,752+14.3% | Added |
| Nisa Investment Advisors, LLC | 22,627 | $476.3K | 0.00% | +108+0.5% | Added |
| KLP Kapitalforvaltning AS | 22,900 | $482.0K | 0.00% | 00.0% | Unchanged |