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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, Q2 2025

Institutional positions in C3.ai, Inc. as of Jun 30, 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
376
+37 vs. Q1 2025
Shares held
68.0M
+3.89M (+6.1%) vs. Q1 2025
Total value
$1.67B
+$320.7M (+23.7%) vs. Q1 2025
New holders
85
122 more added
Sold out
48
106 more reduced

4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 376 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 heldQ2 2025: $1.67B
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, Q2 2025

Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q1 2025.

Institutions holding AI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC13$00.00%−5−27.8%Reduced
Migdal Insurance & Financial Holdings Ltd.3$00.00%+3New
Hemington Wealth Management3$00.00%+3New
Coston, McIsaac & Partners39$00.00%+39New
MCF Advisors LLC1$250.00%00.0%Unchanged
Rialto Wealth Management, LLC1$250.00%+1New
HFM Investment Advisors, LLC1$250.00%+1New
Legacy Wealth Managment, LLC2$500.00%00.0%Unchanged
SJS Investment Consulting Inc.2$500.00%+2New
Legacy Investment Solutions, LLC2$500.00%+2New
Sound Income Strategies, LLC2$590.00%−609−99.7%Reduced
Heritage Wealth Advisors3$740.00%00.0%Unchanged
Bryn Mawr Trust Co4$980.00%00.0%Unchanged
North Capital, Inc.4$980.00%00.0%Unchanged
North Star Investment Management Corp.5$1230.00%00.0%Unchanged
Wolff Wiese Magana LLC6$1480.00%−3−33.3%Reduced
Garde Capital, Inc.7$1720.00%−1,386−99.5%Reduced
Raleigh Capital Management Inc.7$1720.00%+7New
Strategic Investment Solutions, Inc.10$2460.00%00.0%Unchanged
Mid-American Wealth Advisory Group, Inc.10$2460.00%+10New
True Wealth Design, LLC14$3440.00%−13−48.1%Reduced
Golden State Wealth Management, LLC14$3440.00%00.0%Unchanged
WealthTrak Capital Management LLC15$3690.00%−965−98.5%Reduced
Fairscale Capital, LLC17$4010.00%00.0%Unchanged
Decker Retirement Planning Inc.20$4910.00%00.0%Unchanged
JNBA Financial Advisors20$4920.00%00.0%Unchanged
Hughes Financial Services, LLC25$5810.00%+25New
Twin Peaks Wealth Advisors, LLC35$5920.00%+35New
PayPay Securities Corp28$6880.03%−1−3.4%Reduced
SRS Capital Advisors, Inc.30$7380.00%00.0%Unchanged
TD Private Client Wealth LLC33$8110.00%−52−61.2%Reduced
Plante Moran Financial Advisors, LLC40$9830.00%00.0%Unchanged
SOA Wealth Advisors, LLC.40$9830.00%+40New
Avion Wealth48$1.00K0.00%+48New
Bell Investment Advisors, Inc41$1.01K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group50$1.05K0.00%+50New
Assetmark, Inc46$1.13K0.00%+32+228.6%Added
Insight Financial Services50$1.23K0.00%00.0%Unchanged
Asset Dedication, LLC50$1.23K0.00%00.0%Unchanged
Eukles Asset Management55$1.35K0.00%+55New
Fifth Third Bancorp60$1.47K0.00%−20−25.0%Reduced
Pacific Center for Financial Services62$1.52K0.00%00.0%Unchanged
Parkside Financial Bank & Trust62$1.52K0.00%+12+24.0%Added
NVWM, LLC63$1.55K0.00%00.0%Unchanged
Barrett & Company, Inc.75$1.84K0.00%00.0%Unchanged
Atticus Wealth Management, LLC75$1.84K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.100$2.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.75$2.00K0.00%+25+50.0%Added
Eastern Bank100$2.46K0.00%00.0%Unchanged
Vision Financial Markets LLC100$2.46K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.100$2.46K0.00%00.0%Unchanged
Quaker Wealth Management, LLC100$2.46K0.00%+100New
First Pacific Financial100$2.46K0.00%+100New
Kiker Wealth Management, LLC107$2.63K0.00%−100−48.3%Reduced
Riggs Asset Managment Co. Inc.112$2.75K0.00%+12+12.0%Added
Bear Mountain Capital, Inc.97$2.79K0.00%+1+1.0%Added
Smartleaf Asset Management LLC122$2.96K0.00%−187−60.5%Reduced
WPG Advisers, LLC123$3.02K0.00%00.0%Unchanged
CVA Family Office, LLC125$3.07K0.00%+25+25.0%Added
Painted Porch Advisors LLC126$3.10K0.00%00.0%Unchanged
Quarry LP136$3.34K0.00%+136New
N.E.W. Advisory Services LLC148$3.64K0.00%00.0%Unchanged
Sunbelt Securities, Inc.109$3.75K0.00%−199−64.6%Reduced
Truvestments Capital LLC156$3.83K0.00%+1+0.6%Added
TD Waterhouse Canada Inc.160$3.93K0.00%−51,859−99.7%Reduced
Medallion Wealth Advisors, LLC169$4.15K0.00%−136−44.6%Reduced
Archer Investment Corp170$4.18K0.00%00.0%Unchanged
Larson Financial Group LLC189$4.66K0.00%+174+1,160.0%Added
Graney & King, LLC200$4.91K0.00%00.0%Unchanged
Rothschild Investment LLC200$4.91K0.00%+55+37.9%Added
Bessemer Group Inc191$5.00K0.00%00.0%Unchanged
Essential Partners LLC211$5.18K0.00%+211New
Scarborough Advisors, LLC228$5.60K0.00%+228New
Ulland Investment Advisors, LLC260$6.00K0.00%00.0%Unchanged
Colonial Trust Advisors250$6.14K0.00%−150−37.5%Reduced
Massmutual Trust Co FSB252$6.19K0.00%−143−36.2%Reduced
Aster Capital Management (DIFC) Ltd252$6.19K0.00%+252New
Fortitude Family Office, LLC271$6.66K0.00%+196+261.3%Added
Sterling Capital Management LLC293$7.20K0.00%+176+150.4%Added
Fourth Dimension Wealth, LLC297$7.30K0.00%−145−32.8%Reduced
St Germain D J Co Inc300$7.37K0.00%00.0%Unchanged
Manchester Capital Management LLC300$7.37K0.00%00.0%Unchanged
Principal Securities, Inc.308$7.57K0.00%−533−63.4%Reduced
Concord Wealth Partners315$7.74K0.00%+315New
Hurley Capital, LLC335$8.23K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC349$8.57K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC380$9.34K0.00%+380New
Skopos Labs, Inc.389$9.56K0.00%+389New
Kozak & Associates, Inc.350$9.59K0.00%+350Added
Ancora Advisors, LLC425$10.4K0.00%+425New
Covestor Ltd448$11.0K0.01%−1−0.2%Reduced
TCTC Holdings, LLC500$12.3K0.00%+500New
Creative Financial Designs Inc505$12.4K0.00%00.0%Unchanged
MAI Capital Management506$12.4K0.00%+413+444.1%Added
Private Wealth Asset Management, LLC569$14.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC603$14.8K0.00%+603New
Atlantic Union Bankshares Corp650$16.0K0.00%+650New
Armstrong Advisory Group, Inc660$16.2K0.00%−300−31.3%Reduced
Caitong International Asset Management Co., Ltd705$17.3K0.01%+705New
GAMMA Investing LLC712$17.5K0.00%+141+24.7%Added