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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Total Investment Management Inc | 724 | $17.8K | 0.00% | +724 | New |
| Brown, Lisle/Cummings, Inc. | 800 | $19.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 839 | $20.6K | 0.00% | −106−11.2% | Reduced |
| HM Payson & Co | 922 | $22.7K | 0.00% | +68+8.0% | Added |
| Toth Financial Advisory Corp | 1,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,000 | $24.6K | 0.00% | +1,000 | New |
| Comerica Bank | 1,016 | $25.0K | 0.00% | −8−0.8% | Reduced |
| TSFG, LLC | 1,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,032 | $25.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,048 | $25.7K | 0.00% | −191−15.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,113 | $27.0K | 0.00% | +1,113 | New |
| Federation des caisses Desjardins du Quebec | 1,114 | $27.4K | 0.00% | −763−40.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,295 | $31.8K | 0.03% | −264−16.9% | Reduced |
| Huntington National Bank | 1,300 | $31.9K | 0.00% | −74−5.4% | Reduced |
| Geneos Wealth Management Inc. | 1,338 | $32.9K | 0.00% | −268−16.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,362 | $33.5K | 0.00% | −950−41.1% | Reduced |
| CX Institutional | 1,416 | $35.0K | 0.00% | −221−13.5% | Reduced |
| Clearstead Advisors, LLC | 1,487 | $36.5K | 0.00% | +137+10.1% | Added |
| Farther Finance Advisors, LLC | 1,571 | $38.6K | 0.00% | +340+27.6% | Added |
| Versant Capital Management, Inc | 1,595 | $39.2K | 0.01% | −273−14.6% | Reduced |
| Optiver Holding B.V. | 1,688 | $41.5K | 0.00% | +1,688 | New |
| Ameliora Wealth Management Ltd. | 1,770 | $43.5K | 0.02% | −1,060−37.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,868 | $45.9K | 0.01% | +50+2.8% | Added |
| WealthCollab, LLC | 2,000 | $49.1K | 0.03% | 00.0% | Unchanged |
| SWAN Capital LLC | 2,100 | $51.6K | 0.02% | +100+5.0% | Added |
| Harbour Investments, Inc. | 2,125 | $52.2K | 0.00% | −702−24.8% | Reduced |
| Signaturefd, LLC | 2,170 | $53.3K | 0.00% | −11−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,329 | $57.2K | 0.00% | +814+53.7% | Added |
| FNY Investment Advisers, LLC | 2,411 | $59.0K | 0.03% | +2,411 | New |
| GWM Advisors LLC | 2,452 | $60.2K | 0.00% | +10+0.4% | Added |
| Olistico Wealth, LLC | 2,500 | $61.4K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,668 | $65.6K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,700 | $66.3K | 0.00% | +500+22.7% | Added |
| Aspect Partners, LLC | 2,850 | $70.0K | 0.03% | −4,654−62.0% | Reduced |
| STRS Ohio | 3,100 | $76.2K | 0.00% | −5,300−63.1% | Reduced |
| IFP Advisors, Inc | 2,890 | $76.4K | 0.00% | −2,178−43.0% | Reduced |
| Natixis | 3,147 | $77.3K | 0.00% | −18,895−85.7% | Reduced |
| Spire Wealth Management | 3,158 | $77.6K | 0.00% | −20−0.6% | Reduced |
| KBC Group NV | 3,601 | $88.0K | 0.00% | −1,277−26.2% | Reduced |
| Valeo Financial Advisors, LLC | 3,853 | $94.7K | 0.00% | +3,853 | New |
| Amalgamated Bank | 3,876 | $95.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3,900 | $95.8K | 0.00% | +3,900 | New |
| Family Legacy Financial Solutions, LLC | 4,200 | $103.2K | 0.09% | +4,200 | New |
| Lazard Asset Management LLC | 4,781 | $116.0K | 0.00% | +345+7.8% | Added |
| Newbridge Financial Services Group, Inc. | 5,194 | $127.6K | 0.02% | −4,307−45.3% | Reduced |
| US Bancorp | 5,515 | $135.5K | 0.00% | −638−10.4% | Reduced |
| CoreCap Advisors, LLC | 5,715 | $140.4K | 0.01% | +4,366+323.6% | Added |
| Steward Partners Investment Advisory, LLC | 5,720 | $140.5K | 0.00% | −1,645−22.3% | Reduced |
| National Asset Management, Inc. | 5,911 | $145.2K | 0.01% | +5,911 | New |
| CWM, LLC | 7,220 | $177.0K | 0.00% | −8,507−54.1% | Reduced |
| Cornerstone Advisory, LLC | 8,156 | $200.4K | 0.02% | +8,156 | New |
| Principal Financial Group Inc | 8,613 | $211.6K | 0.00% | +8,613 | New |
| Sherbrooke Park Advisers LLC | 8,895 | $218.6K | 0.09% | +8,895 | New |
| Kingsview Wealth Management, LLC | 8,998 | $221.1K | 0.00% | −722−7.4% | Reduced |
| Lesa Sroufe & Co | 9,109 | $224.0K | 0.21% | +9,109 | New |
| MML Investors Services, LLC | 9,148 | $225.0K | 0.00% | −832−8.3% | Reduced |
| Xponance, Inc. | 9,479 | $232.9K | 0.00% | +9,479 | New |
| Nebula Research & Development LLC | 9,512 | $233.7K | 0.02% | +9,512 | New |
| Boothbay Fund Management, LLC | 9,716 | $238.7K | 0.01% | +9,716 | New |
| Vident Advisory, LLC | 9,724 | $238.9K | 0.00% | −558,768−98.3% | Reduced |
| Jones Financial Companies LLLP | 9,900 | $240.0K | 0.00% | +2,727+38.0% | Added |
| Point72 (DIFC) Ltd | 9,840 | $241.8K | 0.02% | +9,840 | New |
| Marex Group plc | 10,170 | $249.9K | 0.00% | +10,170 | New |
| BIP Wealth, LLC | 10,300 | $253.1K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 10,396 | $255.4K | 0.00% | −10,310−49.8% | Reduced |
| Headlands Technologies LLC | 10,404 | $255.6K | 0.03% | +10,404 | New |
| Avantax Advisory Services, Inc. | 10,409 | $255.7K | 0.00% | +10,409 | New |
| JBR Co Financial Management Inc | 10,605 | $260.6K | 0.13% | +955+9.9% | Added |
| Concurrent Investment Advisors, LLC | 10,641 | $261.5K | 0.01% | −3,838−26.5% | Reduced |
| Apollon Wealth Management, LLC | 10,859 | $266.8K | 0.01% | +10,859 | New |
| Fortem Financial Group, LLC | 11,074 | $272.1K | 0.09% | −18,620−62.7% | Reduced |
| Integrated Wealth Concepts LLC | 11,511 | $282.8K | 0.00% | +11,511 | New |
| Envestnet Asset Management Inc | 11,542 | $283.6K | 0.00% | −3,031−20.8% | Reduced |
| Public Employees Retirement Association of Colorado | 11,800 | $290.0K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 11,853 | $291.2K | 0.02% | +11,853 | New |
| Cerro Pacific Wealth Advisors LLC | 12,000 | $294.8K | 0.08% | +1,825+17.9% | Added |
| JustInvest LLC | 12,073 | $296.6K | 0.00% | +12,073 | New |
| Limestone Investment Advisors LP | 12,100 | $297.3K | 0.13% | +12,100 | New |
| Ameritas Investment Partners, Inc. | 12,365 | $303.8K | 0.01% | +791+6.8% | Added |
| Tocqueville Asset Management L.P. | 12,575 | $309.0K | 0.00% | −2,500−16.6% | Reduced |
| SEI Investments Co | 12,733 | $312.8K | 0.00% | −44,856−77.9% | Reduced |
| Axq Capital, LP | 12,738 | $313.0K | 0.10% | +12,738 | New |
| Zweig-DiMenna Associates LLC | 13,000 | $319.4K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 12,998 | $320.2K | 0.00% | +1,219+10.3% | Added |
| CI Private Wealth, LLC | 13,065 | $321.0K | 0.00% | +26+0.2% | Added |
| Leonteq Securities AG | 13,360 | $328.3K | 0.02% | +8,830+194.9% | Added |
| SeaCrest Wealth Management, LLC | 13,365 | $328.4K | 0.04% | +13,365 | New |
| Salem Investment Counselors Inc | 13,443 | $330.3K | 0.01% | +60+0.4% | Added |
| Capstone Investment Advisors, LLC | 13,557 | $333.1K | 0.00% | +13,557 | New |
| Great Valley Advisor Group, Inc. | 13,711 | $337.1K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 13,886 | $341.2K | 0.10% | +13,886 | New |
| Allianz Asset Management GmbH | 14,206 | $349.0K | 0.00% | −9,144−39.2% | Reduced |
| Victory Capital Management Inc | 14,210 | $349.1K | 0.00% | +240+1.7% | Added |
| Quest Partners LLC | 14,239 | $349.9K | 0.03% | +4,737+49.9% | Added |
| Moors & Cabot, Inc. | 14,263 | $350.4K | 0.02% | +700+5.2% | Added |
| SG Americas Securities, LLC | 14,309 | $352.0K | 0.00% | −764−5.1% | Reduced |
| Private Advisor Group, LLC | 14,370 | $353.1K | 0.00% | −476−3.2% | Reduced |
| Forum Financial Management, LP | 14,732 | $362.0K | 0.01% | +3,567+31.9% | Added |
| HSBC Holdings PLC | 14,711 | $363.7K | 0.00% | −12,490−45.9% | Reduced |
| CIBC World Markets Corp | 14,922 | $366.6K | 0.00% | −10,031−40.2% | Reduced |