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, Q3 2025
Institutional positions in C3.ai, Inc. as of Sep 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
- 329
- −41 vs. Q2 2025
- Shares held
- 68.7M
- +768.1K (+1.1%) vs. Q2 2025
- Total value
- $1.19B
- −$477.9M (−28.6%) vs. Q2 2025
- New holders
- 52
- 114 more added
- Sold out
- 93
- 101 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 26 | $0 | 0.00% | −22−45.8% | Reduced |
| Hemington Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 39 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Measured Wealth Private Client Group, LLC | 1 | $13 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1 | $18 | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3 | $52 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $87 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 5 | $87 | 0.00% | +1+25.0% | Added |
| Oakworth Capital, Inc. | 5 | $87 | 0.00% | +5 | New |
| Strategic Advocates LLC | 5 | $87 | 0.00% | +5 | New |
| Hurley Capital, LLC | 10 | $173 | 0.00% | −325−97.0% | Reduced |
| Strategic Investment Solutions, Inc. | 10 | $173 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 17 | $295 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 25 | $346 | 0.00% | +25 | New |
| Assetmark, Inc | 20 | $347 | 0.00% | −26−56.5% | Reduced |
| JNBA Financial Advisors | 20 | $347 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $520 | 0.00% | +16+114.3% | Added |
| Fifth Third Bancorp | 39 | $676 | 0.00% | −21−35.0% | Reduced |
| SOA Wealth Advisors, LLC. | 40 | $694 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $711 | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 45 | $780 | 0.00% | +45 | New |
| Principal Securities, Inc. | 50 | $867 | 0.00% | −258−83.8% | Reduced |
| Asset Dedication, LLC | 50 | $867 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $867 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 55 | $954 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 61 | $1.06K | 0.00% | +61 | New |
| Pacific Center for Financial Services | 62 | $1.08K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 72 | $1.25K | 0.00% | +72 | New |
| Barrett & Company, Inc. | 75 | $1.30K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 81 | $1.41K | 0.00% | −55−40.4% | Reduced |
| TD Private Client Wealth LLC | 95 | $1.65K | 0.00% | +62+187.9% | Added |
| Eastern Bank | 100 | $1.73K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 100 | $1.73K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 107 | $1.94K | 0.00% | +10+10.3% | Added |
| Bessemer Group Inc | 140 | $2.00K | 0.00% | −51−26.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 131 | $2.27K | 0.00% | +131 | New |
| Root Financial Partners, LLC | 138 | $2.39K | 0.00% | +138 | New |
| N.E.W. Advisory Services LLC | 148 | $2.57K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $2.60K | 0.00% | −50−25.0% | Reduced |
| Truvestments Capital LLC | 156 | $2.70K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 160 | $2.80K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 169 | $2.93K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 170 | $2.95K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 175 | $3.04K | 0.00% | +175 | New |
| PayPay Securities Corp | 195 | $3.38K | 0.12% | +167+596.4% | Added |
| Graney & King, LLC | 200 | $3.47K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 216 | $3.75K | 0.00% | +216 | New |
| Scarborough Advisors, LLC | 228 | $3.95K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 233 | $4.04K | 0.00% | +233 | New |
| Massmutual Trust Co FSB | 252 | $4.37K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 253 | $4.39K | 0.00% | −127−33.4% | Reduced |
| Comerica Bank | 258 | $4.47K | 0.00% | −758−74.6% | Reduced |
| Fourth Dimension Wealth, LLC | 259 | $4.49K | 0.00% | −38−12.8% | Reduced |
| Fortitude Family Office, LLC | 270 | $4.68K | 0.00% | −1−0.4% | Reduced |
| Kozak & Associates, Inc. | 350 | $4.70K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 260 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 297 | $5.15K | 0.00% | +4+1.4% | Added |
| St Germain D J Co Inc | 300 | $5.20K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 308 | $5.34K | 0.00% | +199+182.6% | Added |
| Versant Capital Management, Inc | 320 | $5.55K | 0.00% | −1,275−79.9% | Reduced |
| CVA Family Office, LLC | 325 | $5.64K | 0.00% | +200+160.0% | Added |
| Armstrong Advisory Group, Inc | 330 | $5.72K | 0.00% | −330−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 349 | $6.05K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 394 | $6.83K | 0.00% | +394 | New |
| SRS Capital Advisors, Inc. | 396 | $6.87K | 0.00% | +366+1,220.0% | Added |
| GAMMA Investing LLC | 459 | $7.96K | 0.00% | −253−35.5% | Reduced |
| Covestor Ltd | 447 | $8.00K | 0.00% | −1−0.2% | Reduced |
| Smartleaf Asset Management LLC | 463 | $8.02K | 0.00% | +341+279.5% | Added |
| Ameriflex Group, Inc. | 490 | $8.50K | 0.00% | +490 | New |
| TCTC Holdings, LLC | 500 | $8.67K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 505 | $8.76K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 543 | $9.42K | 0.00% | +37+7.3% | Added |
| Private Wealth Asset Management, LLC | 569 | $9.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 600 | $10.4K | 0.00% | +350+140.0% | Added |
| Spire Wealth Management | 658 | $11.4K | 0.00% | −2,500−79.2% | Reduced |
| Quadrant Capital Group LLC | 668 | $11.6K | 0.00% | +668 | New |
| Federated Hermes, Inc. | 721 | $12.5K | 0.00% | −323,871−99.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 800 | $13.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 850 | $14.7K | 0.00% | +200+30.8% | Added |
| Montag A & Associates Inc | 869 | $15.1K | 0.00% | +30+3.6% | Added |
| EverSource Wealth Advisors, LLC | 887 | $15.4K | 0.00% | −475−34.9% | Reduced |
| HM Payson & Co | 930 | $16.1K | 0.00% | +8+0.9% | Added |
| Ancora Advisors, LLC | 955 | $16.6K | 0.00% | +530+124.7% | Added |
| TSFG, LLC | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,078 | $18.7K | 0.01% | +373+52.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,113 | $19.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,204 | $20.9K | 0.00% | −664−35.5% | Reduced |
| Salem Investment Counselors Inc | 1,253 | $21.7K | 0.00% | −12,190−90.7% | Reduced |
| Banque Cantonale Vaudoise | 1,291 | $22.0K | 0.00% | −17,139−93.0% | Reduced |
| Farther Finance Advisors, LLC | 1,289 | $22.4K | 0.00% | −282−18.0% | Reduced |
| Global Retirement Partners, LLC | 1,352 | $23.4K | 0.00% | +749+124.2% | Added |
| Murphy & Mullick Capital Management Corp | 1,385 | $23.6K | 0.02% | +90+6.9% | Added |
| Larson Financial Group LLC | 1,481 | $25.7K | 0.00% | +1,292+683.6% | Added |