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 |
|---|---|---|---|---|---|
| Ameliora Wealth Management Ltd. | 1,630 | $28.3K | 0.01% | −140−7.9% | Reduced |
| Signaturefd, LLC | 1,652 | $28.6K | 0.00% | −518−23.9% | Reduced |
| Parallel Advisors, LLC | 1,849 | $32.1K | 0.00% | +801+76.4% | Added |
| Wealthspire Advisors, LLC | 1,918 | $33.3K | 0.00% | +1,918 | New |
| WealthCollab, LLC | 2,000 | $34.7K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,094 | $36.3K | 0.01% | +2,094 | New |
| SWAN Capital LLC | 2,100 | $36.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,139 | $37.1K | 0.00% | +1,025+92.0% | Added |
| Natixis | 2,297 | $39.8K | 0.00% | −850−27.0% | Reduced |
| CWM, LLC | 2,304 | $40.0K | 0.00% | −4,916−68.1% | Reduced |
| Clearstead Advisors, LLC | 2,350 | $40.7K | 0.00% | +863+58.0% | Added |
| Ronald Blue Trust, Inc. | 2,366 | $41.0K | 0.00% | +37+1.6% | Added |
| STRS Ohio | 2,500 | $43.4K | 0.00% | −600−19.4% | Reduced |
| Optimum Investment Advisors | 2,668 | $46.3K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,687 | $46.6K | 0.00% | −61,018−95.8% | Reduced |
| Bogart Wealth, LLC | 2,700 | $46.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,842 | $49.3K | 0.00% | +717+33.7% | Added |
| GWM Advisors LLC | 3,051 | $52.9K | 0.00% | +599+24.4% | Added |
| IFP Advisors, Inc | 3,093 | $53.6K | 0.00% | +203+7.0% | Added |
| Geneos Wealth Management Inc. | 3,373 | $58.5K | 0.00% | +2,035+152.1% | Added |
| US Bancorp | 3,494 | $60.6K | 0.00% | −2,021−36.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,518 | $61.0K | 0.00% | −18,276−83.9% | Reduced |
| KBC Group NV | 3,601 | $62.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,688 | $64.0K | 0.00% | −2,032−35.5% | Reduced |
| Amalgamated Bank | 3,876 | $67.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,882 | $67.0K | 0.00% | +3,882 | New |
| Aster Capital Management (DIFC) Ltd | 4,159 | $72.1K | 0.04% | +3,907+1,550.4% | Added |
| Family Legacy Financial Solutions, LLC | 4,200 | $72.8K | 0.06% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4,592 | $79.6K | 0.04% | +1,742+61.1% | Added |
| Bokf, NA | 4,709 | $81.7K | 0.00% | +809+20.7% | Added |
| Newbridge Financial Services Group, Inc. | 4,899 | $84.9K | 0.01% | −295−5.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,000 | $86.7K | 0.00% | +5,000 | New |
| FMR LLC | 5,403 | $93.7K | 0.00% | −4,993−48.0% | Reduced |
| Advisory Services Network, LLC | 5,478 | $95.0K | 0.00% | −77,091−93.4% | Reduced |
| CoreCap Advisors, LLC | 6,905 | $119.7K | 0.00% | +1,190+20.8% | Added |
| Compagnie Lombard Odier SCmA | 10,000 | $173.4K | 0.00% | +10,000 | New |
| Tocqueville Asset Management L.P. | 10,225 | $177.3K | 0.00% | −2,350−18.7% | Reduced |
| Ameritas Investment Partners, Inc. | 10,247 | $177.7K | 0.01% | −2,118−17.1% | Reduced |
| Apollon Wealth Management, LLC | 10,541 | $182.8K | 0.00% | −318−2.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,604 | $183.9K | 0.00% | −16,873−61.4% | Reduced |
| MML Investors Services, LLC | 10,702 | $185.6K | 0.00% | +1,554+17.0% | Added |
| Mayport, LLC | 10,990 | $190.6K | 0.04% | +10,990 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,133 | $193.0K | 0.00% | +11,133 | New |
| JustInvest LLC | 11,149 | $193.3K | 0.00% | −924−7.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 11,255 | $195.2K | 0.00% | +11,255 | New |
| Public Employees Retirement Association of Colorado | 11,800 | $205.0K | 0.00% | 00.0% | Unchanged |
| BIP Wealth, LLC | 11,871 | $205.8K | 0.01% | +1,571+15.3% | Added |
| Bradley Foster & Sargent Inc | 11,912 | $206.6K | 0.00% | +11,912 | New |
| SeaCrest Wealth Management, LLC | 10,841 | $207.4K | 0.02% | −2,524−18.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 12,000 | $208.1K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,325 | $216.5K | 0.00% | −5,288−31.8% | Reduced |
| Envestnet Asset Management Inc | 12,560 | $217.8K | 0.00% | +1,018+8.8% | Added |
| SEI Investments Co | 12,733 | $220.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 12,748 | $221.1K | 0.01% | −612−4.6% | Reduced |
| WT Wealth Management | 12,799 | $221.9K | 0.06% | +12,799 | New |
| Kestra Advisory Services, LLC | 12,913 | $223.9K | 0.00% | −14,137−52.3% | Reduced |
| OneAscent Financial Services LLC | 12,942 | $224.4K | 0.01% | +12,942 | New |
| Jones Financial Companies LLLP | 13,190 | $226.1K | 0.00% | +3,290+33.2% | Added |
| CIBC Bancorp USA Inc. | 13,074 | $226.7K | 0.00% | +13,074 | New |
| Mercer Global Advisors Inc | 13,213 | $229.1K | 0.00% | +13,213 | New |
| Fortem Financial Group, LLC | 13,874 | $240.6K | 0.07% | +2,800+25.3% | Added |
| The PNC Financial Services Group, Inc. | 13,886 | $240.8K | 0.00% | −2,063−12.9% | Reduced |
| Great Valley Advisor Group, Inc. | 14,226 | $246.3K | 0.00% | +515+3.8% | Added |
| Victory Capital Management Inc | 14,421 | $250.1K | 0.00% | +211+1.5% | Added |
| Private Advisor Group, LLC | 14,705 | $255.0K | 0.00% | +335+2.3% | Added |
| TCG Advisory Services, LLC | 15,000 | $260.1K | 0.01% | −10,037−40.1% | Reduced |
| Zuckerman Investment Group, LLC | 15,300 | $265.3K | 0.02% | −5,000−24.6% | Reduced |
| Prudential Financial Inc | 15,425 | $267.5K | 0.00% | +135+0.9% | Added |
| IMC-Chicago, LLC | 15,481 | $268.4K | 0.00% | −31,389−67.0% | Reduced |
| Integrated Wealth Concepts LLC | 15,513 | $269.0K | 0.00% | +4,002+34.8% | Added |
| Squarepoint Ops LLC | 15,635 | $271.1K | 0.00% | +15,635 | New |
| Teacher Retirement System of Texas | 16,199 | $280.9K | 0.00% | −2,368−12.8% | Reduced |
| HAP Trading, LLC | 16,334 | $283.2K | 0.08% | +16,334 | New |
| Kingswood Wealth Advisors, LLC | 16,578 | $287.5K | 0.02% | −3,242−16.4% | Reduced |
| Pictet Asset Management Holding SA | 16,957 | $294.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 17,034 | $295.4K | 0.00% | +4,036+31.1% | Added |
| Nisa Investment Advisors, LLC | 17,927 | $310.9K | 0.00% | −2,008−10.1% | Reduced |
| Boothbay Fund Management, LLC | 19,135 | $331.8K | 0.01% | +9,419+96.9% | Added |
| Pathstone Holdings, LLC | 19,219 | $333.3K | 0.00% | +19,219 | New |
| Probity Advisors, Inc. | 19,619 | $340.2K | 0.06% | +470+2.5% | Added |
| Focused Wealth Management, Inc | 20,040 | $347.5K | 0.04% | +30+0.1% | Added |
| ORG Partners LLC | 20,389 | $353.5K | 0.06% | +921+4.7% | Added |
| Moors & Cabot, Inc. | 20,463 | $354.8K | 0.02% | +6,200+43.5% | Added |
| PFG Investments, LLC | 20,750 | $359.8K | 0.02% | +3,440+19.9% | Added |
| State Board of Administration of Florida Retirement System | 21,144 | $366.6K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 21,274 | $368.9K | 0.04% | +21,274 | New |
| Janney Montgomery Scott LLC | 21,270 | $369.0K | 0.00% | −25,772−54.8% | Reduced |
| LM Advisors LLC | 21,450 | $372.0K | 0.05% | +21,450 | New |
| CAPROCK Group, Inc. | 22,007 | $372.1K | 0.01% | +22,007 | New |
| ProShare Advisors LLC | 21,584 | $374.3K | 0.00% | −3,964−15.5% | Reduced |
| Bayesian Capital Management, LP | 21,600 | $374.5K | 0.08% | −30,600−58.6% | Reduced |
| Voya Investment Management LLC | 21,779 | $377.6K | 0.00% | −3,893,122−99.4% | Reduced |
| Forum Financial Management, LP | 23,019 | $399.1K | 0.01% | +8,287+56.3% | Added |
| Allworth Financial LP | 23,689 | $410.8K | 0.00% | −2,772−10.5% | Reduced |
| Balyasny Asset Management LLC | 23,965 | $415.6K | 0.00% | −519,129−95.6% | Reduced |
| Bank of Montreal | 24,008 | $416.3K | 0.00% | −6,023−20.1% | Reduced |
| Mariner, LLC | 24,397 | $423.0K | 0.00% | −11,532−32.1% | Reduced |
| CIBC Private Wealth Group, LLC | 24,607 | $426.7K | 0.00% | +4,446+22.1% | Added |
| Ieq Capital, LLC | 24,857 | $431.0K | 0.00% | +776+3.2% | Added |
| Qsemble Capital Management, LP | 25,548 | $443.0K | 0.04% | +25,548 | New |