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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 10 sales; 320 institutions reported holding it in 13F filings for Q2 2026, worth $881.8M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in C3.ai, Inc. as of Dec 31, 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
344
+22 vs. Q3 2025
Shares held
78.1M
+9.58M (+14.0%) vs. Q3 2025
Total value
$1.05B
−$135.5M (−11.4%) vs. Q3 2025
New holders
83
110 more added
Sold out
61
92 more reduced

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 344 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 heldQ4 2025: $1.05B
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, Q4 2025

Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q3 2025.

Institutions holding AI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth72$00.00%+46+176.9%Added
Coston, McIsaac & Partners39$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC9$00.00%+9New
Measured Wealth Private Client Group, LLC1$100.00%00.0%Unchanged
Basepoint Wealth LLC0$100.00%0New
MCF Advisors LLC1$140.00%00.0%Unchanged
HFM Investment Advisors, LLC1$140.00%00.0%Unchanged
TFC Financial Management1$140.00%+1New
Legacy Wealth Managment, LLC2$270.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management2$270.00%+2New
Sound Income Strategies, LLC2$310.00%00.0%Unchanged
Dunhill Financial, LLC3$380.00%+3New
Heritage Wealth Advisors3$400.00%00.0%Unchanged
Elevated Capital Advisors, LLC3$400.00%+3New
North Star Investment Management Corp.5$670.00%00.0%Unchanged
Oakworth Capital, Inc.5$670.00%00.0%Unchanged
Essential Partners LLC5$670.00%+5New
Strategic Advocates LLC5$690.00%00.0%Unchanged
JFS Wealth Advisors, LLC6$810.00%+6New
Networth Advisors, LLC7$940.00%+7New
Hurley Capital, LLC10$1350.00%00.0%Unchanged
Strategic Investment Solutions, Inc.10$1350.00%00.0%Unchanged
Caitlin John, LLC10$1350.00%+10New
Godfrey Financial Associates, Inc.10$1350.00%+10New
Golden State Wealth Management, LLC14$1890.00%−16−53.3%Reduced
Fairscale Capital, LLC17$2290.00%00.0%Unchanged
Kerr Financial Planning Corp25$2570.00%00.0%Unchanged
JNBA Financial Advisors20$2700.00%00.0%Unchanged
UMA Financial Services, Inc.26$3510.00%+26New
YANKCOM Partnership28$3770.00%+28New
Vision Retirement, LLC30$4040.00%+30New
Montag A & Associates Inc30$4050.00%−839−96.5%Reduced
Caitong International Asset Management Co., Ltd33$4450.00%−1,045−96.9%Reduced
Fortitude Family Office, LLC35$4720.00%−235−87.0%Reduced
Fifth Third Bancorp39$5260.00%00.0%Unchanged
SOA Wealth Advisors, LLC.40$5390.00%00.0%Unchanged
SHP Wealth Management40$5390.00%+40New
Bell Investment Advisors, Inc41$5530.00%00.0%Unchanged
Parkside Financial Bank & Trust43$5800.00%+43New
Insight Financial Services50$6740.00%00.0%Unchanged
Eukles Asset Management55$7410.00%00.0%Unchanged
Tucker Asset Management LLC60$8090.00%+60New
Proathlete Wealth Management LLC61$8220.00%00.0%Unchanged
Barrett & Company, Inc.75$1.01K0.00%00.0%Unchanged
Pacific Center for Financial Services62$1.08K0.00%00.0%Unchanged
PayPay Securities Corp86$1.16K0.03%−109−55.9%Reduced
Quarry LP95$1.28K0.00%+14+17.3%Added
Eastern Bank100$1.35K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC100$1.35K0.00%+100New
Lodestone Wealth Management LLC100$1.35K0.00%+100New
Westfuller Advisors, LLC113$1.52K0.00%+113New
Bear Mountain Capital, Inc.117$1.58K0.00%+10+9.3%Added
Root Financial Partners, LLC120$1.62K0.00%−18−13.0%Reduced
Brown Brothers Harriman & Co128$1.73K0.00%+128New
SageView Advisory Group, LLC140$1.89K0.00%+140New
N.E.W. Advisory Services LLC148$2.00K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC149$2.01K0.00%−20−11.8%Reduced
Triumph Capital Management150$2.02K0.00%+150New
Truvestments Capital LLC155$2.09K0.00%−1−0.6%Reduced
Scarborough Advisors, LLC158$2.13K0.00%−70−30.7%Reduced
Archer Investment Corp170$2.29K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC175$2.36K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.183$2.47K0.00%+183New
Ameriflex Group, Inc.200$2.70K0.00%−290−59.2%Reduced
Strive Financial Group ,LLC200$2.70K0.00%+200New
Flagship Harbor Advisors, LLC205$2.76K0.00%+205New
Rothschild Investment LLC210$2.83K0.00%+60+40.0%Added
Larson Financial Group LLC235$3.17K0.00%−1,246−84.1%Reduced
GPS Wealth Strategies Group, LLC250$3.37K0.00%−954−79.2%Reduced
Fourth Dimension Wealth, LLC259$3.49K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC286$3.85K0.00%−601−67.8%Reduced
DV Equities, LLC290$3.91K0.00%+290New
Ulland Investment Advisors, LLC260$4.00K0.00%00.0%Unchanged
CVA Family Office, LLC300$4.04K0.00%−25−7.7%Reduced
St Germain D J Co Inc300$4.04K0.00%00.0%Unchanged
Sunbelt Securities, Inc.308$4.15K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.309$4.17K0.00%−87−22.0%Reduced
TD Waterhouse Canada Inc.320$4.31K0.00%+160+100.0%Added
Armstrong Advisory Group, Inc330$4.45K0.00%00.0%Unchanged
Massmutual Trust Co FSB338$4.56K0.00%+86+34.1%Added
Kozak & Associates, Inc.350$4.91K0.00%00.0%Unchanged
Torren Management, LLC378$5.09K0.00%+378New
Umb Bank N A400$5.39K0.00%+400New
Align Financial, LLC5,405$5.41K0.00%+5,405New
Hilton Head Capital Partners, LLC435$5.86K0.00%+435New
Covestor Ltd447$6.00K0.00%00.0%Unchanged
Bank of Jackson Hole Trust489$6.59K0.00%+489New
TCTC Holdings, LLC500$6.74K0.00%00.0%Unchanged
Creative Financial Designs Inc505$6.81K0.00%00.0%Unchanged
Advocate Investing Services LLC515$6.94K0.01%+515New
Smartleaf Asset Management LLC527$7.28K0.00%+64+13.8%Added
Private Wealth Asset Management, LLC569$7.67K0.00%00.0%Unchanged
IFP Advisors, Inc650$8.76K0.00%−2,443−79.0%Reduced
Versant Capital Management, Inc688$9.27K0.00%+368+115.0%Added
Quadrant Capital Group LLC736$9.92K0.00%+68+10.2%Added
Los Angeles Capital Management LLC589$10.0K0.00%+589New
Brown, Lisle/Cummings, Inc.800$10.8K0.00%00.0%Unchanged
DV Trading LLC800$10.8K0.00%+800New
Robertson Stephens Wealth Management, LLC800$10.8K0.00%+800New
Sterling Capital Management LLC815$11.0K0.00%+518+174.4%Added