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 8 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 |
|---|---|---|---|---|---|
| Family Legacy Financial Solutions, LLC | 4,200 | $72.8K | 0.06% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,159 | $72.1K | 0.04% | +3,907+1,550.4% | Added |
| Amalgamated Bank | 3,876 | $67.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,882 | $67.0K | 0.00% | +3,882 | New |
| Steward Partners Investment Advisory, LLC | 3,688 | $64.0K | 0.00% | −2,032−35.5% | Reduced |
| KBC Group NV | 3,601 | $62.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,518 | $61.0K | 0.00% | −18,276−83.9% | Reduced |
| US Bancorp | 3,494 | $60.6K | 0.00% | −2,021−36.6% | Reduced |
| Geneos Wealth Management Inc. | 3,373 | $58.5K | 0.00% | +2,035+152.1% | Added |
| IFP Advisors, Inc | 3,093 | $53.6K | 0.00% | +203+7.0% | Added |
| GWM Advisors LLC | 3,051 | $52.9K | 0.00% | +599+24.4% | Added |
| Harbour Investments, Inc. | 2,842 | $49.3K | 0.00% | +717+33.7% | Added |
| Bogart Wealth, LLC | 2,700 | $46.8K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,687 | $46.6K | 0.00% | −61,018−95.8% | Reduced |
| Optimum Investment Advisors | 2,668 | $46.3K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 2,500 | $43.4K | 0.00% | −600−19.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,366 | $41.0K | 0.00% | +37+1.6% | Added |
| Clearstead Advisors, LLC | 2,350 | $40.7K | 0.00% | +863+58.0% | Added |
| CWM, LLC | 2,304 | $40.0K | 0.00% | −4,916−68.1% | Reduced |
| Natixis | 2,297 | $39.8K | 0.00% | −850−27.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,139 | $37.1K | 0.00% | +1,025+92.0% | Added |
| SWAN Capital LLC | 2,100 | $36.4K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,094 | $36.3K | 0.01% | +2,094 | New |
| WealthCollab, LLC | 2,000 | $34.7K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,918 | $33.3K | 0.00% | +1,918 | New |
| Parallel Advisors, LLC | 1,849 | $32.1K | 0.00% | +801+76.4% | Added |
| Signaturefd, LLC | 1,652 | $28.6K | 0.00% | −518−23.9% | Reduced |
| Ameliora Wealth Management Ltd. | 1,630 | $28.3K | 0.01% | −140−7.9% | Reduced |
| Larson Financial Group LLC | 1,481 | $25.7K | 0.00% | +1,292+683.6% | Added |
| Murphy & Mullick Capital Management Corp | 1,385 | $23.6K | 0.02% | +90+6.9% | Added |
| Global Retirement Partners, LLC | 1,352 | $23.4K | 0.00% | +749+124.2% | Added |
| Farther Finance Advisors, LLC | 1,289 | $22.4K | 0.00% | −282−18.0% | Reduced |
| Banque Cantonale Vaudoise | 1,291 | $22.0K | 0.00% | −17,139−93.0% | Reduced |
| Salem Investment Counselors Inc | 1,253 | $21.7K | 0.00% | −12,190−90.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,204 | $20.9K | 0.00% | −664−35.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,113 | $19.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,078 | $18.7K | 0.01% | +373+52.9% | Added |
| TSFG, LLC | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 955 | $16.6K | 0.00% | +530+124.7% | Added |
| HM Payson & Co | 930 | $16.1K | 0.00% | +8+0.9% | Added |
| EverSource Wealth Advisors, LLC | 887 | $15.4K | 0.00% | −475−34.9% | Reduced |
| Montag A & Associates Inc | 869 | $15.1K | 0.00% | +30+3.6% | Added |
| Atlantic Union Bankshares Corp | 850 | $14.7K | 0.00% | +200+30.8% | Added |
| Brown, Lisle/Cummings, Inc. | 800 | $13.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 721 | $12.5K | 0.00% | −323,871−99.8% | Reduced |
| Quadrant Capital Group LLC | 668 | $11.6K | 0.00% | +668 | New |
| Spire Wealth Management | 658 | $11.4K | 0.00% | −2,500−79.2% | Reduced |
| Colonial Trust Advisors | 600 | $10.4K | 0.00% | +350+140.0% | Added |
| Private Wealth Asset Management, LLC | 569 | $9.87K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 543 | $9.42K | 0.00% | +37+7.3% | Added |
| Creative Financial Designs Inc | 505 | $8.76K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 500 | $8.67K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 490 | $8.50K | 0.00% | +490 | New |
| Smartleaf Asset Management LLC | 463 | $8.02K | 0.00% | +341+279.5% | Added |
| Covestor Ltd | 447 | $8.00K | 0.00% | −1−0.2% | Reduced |
| GAMMA Investing LLC | 459 | $7.96K | 0.00% | −253−35.5% | Reduced |
| SRS Capital Advisors, Inc. | 396 | $6.87K | 0.00% | +366+1,220.0% | Added |
| Guerra Advisors Inc | 394 | $6.83K | 0.00% | +394 | New |
| Tradewinds Capital Management, LLC | 349 | $6.05K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 330 | $5.72K | 0.00% | −330−50.0% | Reduced |
| CVA Family Office, LLC | 325 | $5.64K | 0.00% | +200+160.0% | Added |
| Versant Capital Management, Inc | 320 | $5.55K | 0.00% | −1,275−79.9% | Reduced |
| Sunbelt Securities, Inc. | 308 | $5.34K | 0.00% | +199+182.6% | Added |
| St Germain D J Co Inc | 300 | $5.20K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 297 | $5.15K | 0.00% | +4+1.4% | Added |
| Ulland Investment Advisors, LLC | 260 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 350 | $4.70K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 270 | $4.68K | 0.00% | −1−0.4% | Reduced |
| Fourth Dimension Wealth, LLC | 259 | $4.49K | 0.00% | −38−12.8% | Reduced |
| Comerica Bank | 258 | $4.47K | 0.00% | −758−74.6% | Reduced |
| Ameritas Advisory Services, LLC | 253 | $4.39K | 0.00% | −127−33.4% | Reduced |
| Massmutual Trust Co FSB | 252 | $4.37K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 233 | $4.04K | 0.00% | +233 | New |
| Scarborough Advisors, LLC | 228 | $3.95K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 216 | $3.75K | 0.00% | +216 | New |
| Graney & King, LLC | 200 | $3.47K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 195 | $3.38K | 0.12% | +167+596.4% | Added |
| Flagship Wealth Advisors, LLC | 175 | $3.04K | 0.00% | +175 | New |
| Archer Investment Corp | 170 | $2.95K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 169 | $2.93K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 160 | $2.80K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 156 | $2.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $2.60K | 0.00% | −50−25.0% | Reduced |
| N.E.W. Advisory Services LLC | 148 | $2.57K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 138 | $2.39K | 0.00% | +138 | New |
| Quent Capital, LLC | 131 | $2.27K | 0.00% | +131 | New |
| Bessemer Group Inc | 140 | $2.00K | 0.00% | −51−26.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 107 | $1.94K | 0.00% | +10+10.3% | 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 |
| TD Private Client Wealth LLC | 95 | $1.65K | 0.00% | +62+187.9% | Added |
| Quarry LP | 81 | $1.41K | 0.00% | −55−40.4% | Reduced |
| Barrett & Company, Inc. | 75 | $1.30K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 72 | $1.25K | 0.00% | +72 | New |
| Pacific Center for Financial Services | 62 | $1.08K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 61 | $1.06K | 0.00% | +61 | New |
| Eukles Asset Management | 55 | $954 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 50 | $867 | 0.00% | −258−83.8% | Reduced |