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, 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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 9,501 | $200.0K | 0.05% | −1,605−14.5% | Reduced |
| Credit Agricole S A | 9,200 | $193.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 8,709 | $183.3K | 0.08% | +7,812+870.9% | Added |
| STRS Ohio | 8,400 | $176.8K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7,504 | $158.0K | 0.09% | +941+14.3% | Added |
| Jones Financial Companies LLLP | 7,173 | $156.4K | 0.00% | +2,557+55.4% | Added |
| Steward Partners Investment Advisory, LLC | 7,365 | $155.0K | 0.00% | −13,608−64.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6,546 | $137.8K | 0.00% | +510+8.4% | Added |
| US Bancorp | 6,153 | $129.5K | 0.00% | +140+2.3% | Added |
| Jupiter Wealth Management LLC | 5,000 | $115.9K | 0.07% | −6,250−55.6% | Reduced |
| IFP Advisors, Inc | 5,068 | $106.7K | 0.00% | +208+4.3% | Added |
| KBC Group NV | 4,878 | $103.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,530 | $95.2K | 0.01% | +3,247+253.1% | Added |
| ORG Partners LLC | 4,436 | $95.1K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,436 | $93.0K | 0.00% | +1,660+59.8% | Added |
| Amalgamated Bank | 3,876 | $82.0K | 0.00% | +103+2.7% | Added |
| Parallax Volatility Advisers, L.P. | 3,467 | $73.0K | 0.00% | +3,467 | New |
| Spire Wealth Management | 3,178 | $66.9K | 0.00% | −4,098−56.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,108 | $65.4K | 0.00% | +413+15.3% | Added |
| Ameliora Wealth Management Ltd. | 2,830 | $59.6K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,827 | $59.5K | 0.00% | −107−3.6% | Reduced |
| Optimum Investment Advisors | 2,668 | $56.2K | 0.03% | +700+35.6% | Added |
| Olistico Wealth, LLC | 2,500 | $52.6K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 2,466 | $51.9K | 0.00% | −533−17.8% | Reduced |
| GWM Advisors LLC | 2,442 | $51.4K | 0.00% | +800+48.7% | Added |
| EverSource Wealth Advisors, LLC | 2,312 | $48.7K | 0.00% | −10,153−81.5% | Reduced |
| IMG Wealth Management, Inc. | 2,261 | $47.6K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,200 | $46.3K | 0.00% | +300+15.8% | Added |
| Signaturefd, LLC | 2,181 | $45.9K | 0.00% | +198+10.0% | Added |
| SWAN Capital LLC | 2,000 | $42.1K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 2,000 | $42.1K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,877 | $39.5K | 0.00% | +45+2.5% | Added |
| Versant Capital Management, Inc | 1,868 | $39.3K | 0.01% | +1,507+417.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,818 | $38.3K | 0.01% | −22−1.2% | Reduced |
| CX Institutional | 1,637 | $34.0K | 0.00% | +1,637 | New |
| Geneos Wealth Management Inc. | 1,606 | $33.8K | 0.00% | +284+21.5% | Added |
| Armstrong Advisory Group, Inc | 960 | $33.1K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,559 | $32.8K | 0.03% | +100+6.9% | Added |
| Ronald Blue Trust, Inc. | 1,515 | $31.9K | 0.00% | +148+10.8% | Added |
| Garde Capital, Inc. | 1,393 | $29.3K | 0.00% | +1,393 | New |
| Principal Securities, Inc. | 841 | $29.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,374 | $28.9K | 0.00% | +74+5.7% | Added |
| Clearstead Advisors, LLC | 1,350 | $28.4K | 0.00% | +800+145.5% | Added |
| CoreCap Advisors, LLC | 1,349 | $28.4K | 0.00% | +252+23.0% | Added |
| Farther Finance Advisors, LLC | 1,231 | $26.4K | 0.00% | −150−10.9% | Reduced |
| Parallel Advisors, LLC | 1,239 | $26.1K | 0.00% | +108+9.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,029 | $22.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,032 | $21.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,024 | $21.6K | 0.00% | −638−38.4% | Reduced |
| Toth Financial Advisory Corp | 1,000 | $21.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 980 | $20.6K | 0.02% | +20+2.1% | Added |
| CIBC Private Wealth Group, LLC | 1,128 | $20.6K | 0.00% | −1,000−47.0% | Reduced |
| Montag A & Associates Inc | 945 | $19.9K | 0.00% | +945 | New |
| HM Payson & Co | 854 | $18.0K | 0.00% | −623−42.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 800 | $16.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 730 | $15.4K | 0.00% | −11−1.5% | Reduced |
| Coldstream Capital Management Inc | 711 | $15.0K | 0.00% | +711 | New |
| Sandy Spring Bank | 650 | $13.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 611 | $12.9K | 0.00% | +32+5.5% | Added |
| GAMMA Investing LLC | 571 | $12.0K | 0.00% | +328+135.0% | Added |
| Private Wealth Asset Management, LLC | 569 | $12.0K | 0.00% | +569 | New |
| Northwestern Mutual Wealth Management Co | 523 | $11.0K | 0.00% | +236+82.2% | Added |
| Creative Financial Designs Inc | 505 | $10.6K | 0.00% | +435+621.4% | Added |
| VSM Wealth Advisory, LLC | 500 | $10.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 500 | $10.5K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 442 | $9.30K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 449 | $9.00K | 0.01% | +3+0.7% | Added |
| Colonial Trust Advisors | 400 | $8.42K | 0.00% | +400 | New |
| Massmutual Trust Co FSB | 395 | $8.31K | 0.00% | +364+1,174.2% | Added |
| Tradewinds Capital Management, LLC | 349 | $7.35K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 335 | $7.05K | 0.01% | +335 | New |
| Smartleaf Asset Management LLC | 309 | $6.74K | 0.00% | −135−30.4% | Reduced |
| Medallion Wealth Advisors, LLC | 305 | $6.54K | 0.00% | −25−7.6% | Reduced |
| Sunbelt Securities, Inc. | 308 | $6.48K | 0.00% | +199+182.6% | Added |
| St Germain D J Co Inc | 300 | $6.32K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $6.32K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 260 | $5.00K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 237 | $4.99K | 0.00% | +237 | New |
| Kennebec Savings Bank | 219 | $4.61K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 212 | $4.46K | 0.00% | +212 | New |
| Kiker Wealth Management, LLC | 207 | $4.36K | 0.00% | +207 | New |
| Graney & King, LLC | 200 | $4.21K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 191 | $4.00K | 0.00% | +41+27.3% | Added |
| Capital A Wealth Management, LLC | 177 | $3.73K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 170 | $3.58K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 155 | $3.26K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 148 | $3.12K | 0.00% | +148 | New |
| Rothschild Investment LLC | 145 | $3.05K | 0.00% | +45+45.0% | Added |
| Quent Capital, LLC | 131 | $2.76K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 126 | $2.65K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 123 | $2.59K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 117 | $2.46K | 0.00% | +5+4.5% | Added |
| Bear Mountain Capital, Inc. | 96 | $2.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $2.10K | 0.00% | −20−16.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 100 | $2.10K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $2.10K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $2.10K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $2.10K | 0.00% | 00.0% | Unchanged |