Skip to main content
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 9 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
Cerro Pacific Wealth Advisors LLC12,000$294.8K0.08%+1,825+17.9%Added
DRW Securities, LLC11,853$291.2K0.02%+11,853New
Public Employees Retirement Association of Colorado11,800$290.0K0.00%00.0%Unchanged
Envestnet Asset Management Inc11,542$283.6K0.00%−3,031−20.8%Reduced
Integrated Wealth Concepts LLC11,511$282.8K0.00%+11,511New
Fortem Financial Group, LLC11,074$272.1K0.09%−18,620−62.7%Reduced
Apollon Wealth Management, LLC10,859$266.8K0.01%+10,859New
Concurrent Investment Advisors, LLC10,641$261.5K0.01%−3,838−26.5%Reduced
JBR Co Financial Management Inc10,605$260.6K0.13%+955+9.9%Added
Avantax Advisory Services, Inc.10,409$255.7K0.00%+10,409New
Headlands Technologies LLC10,404$255.6K0.03%+10,404New
FMR LLC10,396$255.4K0.00%−10,310−49.8%Reduced
BIP Wealth, LLC10,300$253.1K0.02%00.0%Unchanged
Marex Group plc10,170$249.9K0.00%+10,170New
Point72 (DIFC) Ltd9,840$241.8K0.02%+9,840New
Jones Financial Companies LLLP9,900$240.0K0.00%+2,727+38.0%Added
Vident Advisory, LLC9,724$238.9K0.00%−558,768−98.3%Reduced
Boothbay Fund Management, LLC9,716$238.7K0.01%+9,716New
Nebula Research & Development LLC9,512$233.7K0.02%+9,512New
Xponance, Inc.9,479$232.9K0.00%+9,479New
MML Investors Services, LLC9,148$225.0K0.00%−832−8.3%Reduced
Lesa Sroufe & Co9,109$224.0K0.21%+9,109New
Kingsview Wealth Management, LLC8,998$221.1K0.00%−722−7.4%Reduced
Sherbrooke Park Advisers LLC8,895$218.6K0.09%+8,895New
Principal Financial Group Inc8,613$211.6K0.00%+8,613New
Cornerstone Advisory, LLC8,156$200.4K0.02%+8,156New
CWM, LLC7,220$177.0K0.00%−8,507−54.1%Reduced
National Asset Management, Inc.5,911$145.2K0.01%+5,911New
Steward Partners Investment Advisory, LLC5,720$140.5K0.00%−1,645−22.3%Reduced
CoreCap Advisors, LLC5,715$140.4K0.01%+4,366+323.6%Added
US Bancorp5,515$135.5K0.00%−638−10.4%Reduced
Newbridge Financial Services Group, Inc.5,194$127.6K0.02%−4,307−45.3%Reduced
Lazard Asset Management LLC4,781$116.0K0.00%+345+7.8%Added
Family Legacy Financial Solutions, LLC4,200$103.2K0.09%+4,200New
Bokf, NA3,900$95.8K0.00%+3,900New
Amalgamated Bank3,876$95.0K0.00%00.0%Unchanged
Valeo Financial Advisors, LLC3,853$94.7K0.00%+3,853New
KBC Group NV3,601$88.0K0.00%−1,277−26.2%Reduced
Spire Wealth Management3,158$77.6K0.00%−20−0.6%Reduced
Natixis3,147$77.3K0.00%−18,895−85.7%Reduced
IFP Advisors, Inc2,890$76.4K0.00%−2,178−43.0%Reduced
STRS Ohio3,100$76.2K0.00%−5,300−63.1%Reduced
Aspect Partners, LLC2,850$70.0K0.03%−4,654−62.0%Reduced
Bogart Wealth, LLC2,700$66.3K0.00%+500+22.7%Added
Optimum Investment Advisors2,668$65.6K0.03%00.0%Unchanged
Olistico Wealth, LLC2,500$61.4K0.03%00.0%Unchanged
GWM Advisors LLC2,452$60.2K0.00%+10+0.4%Added
FNY Investment Advisers, LLC2,411$59.0K0.03%+2,411New
Ronald Blue Trust, Inc.2,329$57.2K0.00%+814+53.7%Added
Signaturefd, LLC2,170$53.3K0.00%−11−0.5%Reduced
Harbour Investments, Inc.2,125$52.2K0.00%−702−24.8%Reduced
SWAN Capital LLC2,100$51.6K0.02%+100+5.0%Added
WealthCollab, LLC2,000$49.1K0.03%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,868$45.9K0.01%+50+2.8%Added
Ameliora Wealth Management Ltd.1,770$43.5K0.02%−1,060−37.5%Reduced
Optiver Holding B.V.1,688$41.5K0.00%+1,688New
Versant Capital Management, Inc1,595$39.2K0.01%−273−14.6%Reduced
Farther Finance Advisors, LLC1,571$38.6K0.00%+340+27.6%Added
Clearstead Advisors, LLC1,487$36.5K0.00%+137+10.1%Added
CX Institutional1,416$35.0K0.00%−221−13.5%Reduced
EverSource Wealth Advisors, LLC1,362$33.5K0.00%−950−41.1%Reduced
Geneos Wealth Management Inc.1,338$32.9K0.00%−268−16.7%Reduced
Huntington National Bank1,300$31.9K0.00%−74−5.4%Reduced
Murphy & Mullick Capital Management Corp1,295$31.8K0.03%−264−16.9%Reduced
Federation des caisses Desjardins du Quebec1,114$27.4K0.00%−763−40.6%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,113$27.0K0.00%+1,113New
Parallel Advisors, LLC1,048$25.7K0.00%−191−15.4%Reduced
Raiffeisen Bank International AG1,032$25.4K0.00%00.0%Unchanged
TSFG, LLC1,000$25.0K0.00%00.0%Unchanged
Comerica Bank1,016$25.0K0.00%−8−0.8%Reduced
Toth Financial Advisory Corp1,000$24.6K0.00%00.0%Unchanged
Silicon Valley Capital Partners1,000$24.6K0.00%+1,000New
HM Payson & Co922$22.7K0.00%+68+8.0%Added
Montag A & Associates Inc839$20.6K0.00%−106−11.2%Reduced
Brown, Lisle/Cummings, Inc.800$19.7K0.01%00.0%Unchanged
Total Investment Management Inc724$17.8K0.00%+724New
GAMMA Investing LLC712$17.5K0.00%+141+24.7%Added
Caitong International Asset Management Co., Ltd705$17.3K0.01%+705New
Armstrong Advisory Group, Inc660$16.2K0.00%−300−31.3%Reduced
Atlantic Union Bankshares Corp650$16.0K0.00%+650New
Global Retirement Partners, LLC603$14.8K0.00%+603New
Private Wealth Asset Management, LLC569$14.0K0.00%00.0%Unchanged
MAI Capital Management506$12.4K0.00%+413+444.1%Added
Creative Financial Designs Inc505$12.4K0.00%00.0%Unchanged
TCTC Holdings, LLC500$12.3K0.00%+500New
Covestor Ltd448$11.0K0.01%−1−0.2%Reduced
Ancora Advisors, LLC425$10.4K0.00%+425New
Kozak & Associates, Inc.350$9.59K0.00%+350Added
Skopos Labs, Inc.389$9.56K0.00%+389New
Ameritas Advisory Services, LLC380$9.34K0.00%+380New
Tradewinds Capital Management, LLC349$8.57K0.00%00.0%Unchanged
Hurley Capital, LLC335$8.23K0.01%00.0%Unchanged
Concord Wealth Partners315$7.74K0.00%+315New
Principal Securities, Inc.308$7.57K0.00%−533−63.4%Reduced
St Germain D J Co Inc300$7.37K0.00%00.0%Unchanged
Manchester Capital Management LLC300$7.37K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC297$7.30K0.00%−145−32.8%Reduced
Sterling Capital Management LLC293$7.20K0.00%+176+150.4%Added
Fortitude Family Office, LLC271$6.66K0.00%+196+261.3%Added
Massmutual Trust Co FSB252$6.19K0.00%−143−36.2%Reduced