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 |
|---|---|---|---|---|---|
| Vision Financial Markets LLC | 100 | $2.10K | 0.00% | +100 | New |
| Compass Wealth Management LLC | 100 | $2.10K | 0.00% | +100 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| MAI Capital Management | 93 | $1.96K | 0.00% | −1,158−92.6% | Reduced |
| TD Private Client Wealth LLC | 85 | $1.79K | 0.00% | +85 | New |
| Fifth Third Bancorp | 80 | $1.68K | 0.00% | +41+105.1% | Added |
| Atticus Wealth Management, LLC | 75 | $1.58K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $1.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $1.58K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 63 | $1.33K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $1.31K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $1.05K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $1.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 50 | $1.05K | 0.00% | +50 | New |
| Insight Financial Services | 50 | $1.05K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 45 | $948 | 0.00% | +45 | New |
| Bell Investment Advisors, Inc | 41 | $864 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $842 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $632 | 0.00% | +30 | New |
| PayPay Securities Corp | 29 | $611 | 0.03% | +2+7.4% | Added |
| True Wealth Design, LLC | 27 | $569 | 0.00% | +27 | New |
| Decker Retirement Planning Inc. | 20 | $421 | 0.00% | −250−92.6% | Reduced |
| JNBA Financial Advisors | 20 | $421 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $400 | 0.00% | −35−64.8% | Reduced |
| Fairscale Capital, LLC | 17 | $358 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $316 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $295 | 0.00% | −123−89.8% | Reduced |
| Golden State Wealth Management, LLC | 14 | $295 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $211 | 0.00% | +10 | New |
| Strategic Investment Solutions, Inc. | 10 | $210 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9 | $190 | 0.00% | +6+200.0% | Added |
| South State Corp. | 8 | $163 | 0.00% | +8 | New |
| North Star Investment Management Corp. | 5 | $105 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $85 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4 | $84 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 4 | $84 | 0.00% | +4 | New |
| Heritage Wealth Advisors | 3 | $63 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $0 | 0.00% | +5+38.5% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,573,577−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,228,751−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −1,116,904−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −892,400−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −159,978−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −145,100−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −129,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −107,058−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −106,896−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −79,685−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −78,990−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −77,091−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −70,409−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −53,995−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −39,110−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −37,544−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −27,035−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −23,700−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −21,999−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −20,298−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −17,992−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −14,771−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −12,613−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,371−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,239−100.0% | Sold out |
| Total Wealth Planning & Management, Inc. | 0 | $0 | 0.00% | −9,847−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −9,554−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −9,419−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −9,354−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −8,825−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −8,424−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −8,371−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,190−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −7,927−100.0% | Sold out |
| DMG Group, LLC | 0 | $0 | 0.00% | −7,818−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −7,765−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −7,649−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −8,121−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −7,251−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,237−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −7,033−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −6,743−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,642−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −6,586−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −6,501−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −6,056−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −6,036−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −6,032−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |