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, Q1 2026
Institutional positions in C3.ai, Inc. as of Mar 31, 2026. 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
- 319
- −17 vs. Q4 2025
- Shares held
- 85.0M
- +21.7M (+34.2%) vs. Q4 2025
- Total value
- $715.2M
- −$138.1M (−16.2%) vs. Q4 2025
- New holders
- 54
- 95 more added
- Sold out
- 71
- 97 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 39 | $0 | 0.00% | +30+333.3% | Added |
| Coston, McIsaac & Partners | 39 | $0 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1 | $6 | 0.00% | +1 | Added |
| MCF Advisors LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2 | $13 | 0.00% | +1+100.0% | Added |
| Legacy Wealth Managment, LLC | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $17 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $20 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $23 | 0.00% | −1−33.3% | Reduced |
| Heritage Wealth Advisors | 3 | $25 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 3 | $25 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 5 | $42 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $42 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5 | $42 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $58 | 0.00% | +7 | New |
| Networth Advisors, LLC | 7 | $59 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 10 | $84 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $84 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $84 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 10 | $84 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 14 | $118 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 15 | $127 | 0.00% | +15 | New |
| Fairscale Capital, LLC | 17 | $143 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $169 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 25 | $224 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 28 | $236 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 30 | $253 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 30 | $253 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 36 | $303 | 0.00% | +36 | New |
| SHP Wealth Management | 39 | $328 | 0.00% | −1−2.5% | Reduced |
| SOA Wealth Advisors, LLC. | 40 | $337 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $346 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $421 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 50 | $421 | 0.00% | +50 | New |
| Natixis | 52 | $438 | 0.00% | −2,104−97.6% | Reduced |
| Eukles Asset Management | 55 | $463 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 61 | $513 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $523 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $632 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 83 | $699 | 0.00% | −66−44.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 83 | $699 | 0.00% | +83 | New |
| Bank of Jackson Hole Trust | 90 | $758 | 0.00% | −399−81.6% | Reduced |
| Eastern Bank | 100 | $842 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 100 | $842 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $842 | 0.00% | +99+9,900.0% | Added |
| Root Financial Partners, LLC | 103 | $867 | 0.00% | −17−14.2% | Reduced |
| PayPay Securities Corp | 120 | $1.12K | 0.04% | +34+39.5% | Added |
| Altshuler Shaham Ltd | 133 | $1.12K | 0.00% | −50,747−99.7% | Reduced |
| Salem Investment Counselors Inc | 146 | $1.23K | 0.00% | +146 | New |
| Bear Mountain Capital, Inc. | 132 | $1.24K | 0.00% | +15+12.8% | Added |
| N.E.W. Advisory Services LLC | 148 | $1.25K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 150 | $1.26K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 155 | $1.30K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 158 | $1.33K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 160 | $1.35K | 0.00% | −160−50.0% | Reduced |
| Nisa Investment Advisors, LLC | 162 | $1.36K | 0.00% | −16,404−99.0% | Reduced |
| Rothschild Investment LLC | 165 | $1.39K | 0.00% | −45−21.4% | Reduced |
| Wealth Preservation Advisors, LLC | 176 | $1.48K | 0.00% | +176 | New |
| Ameriflex Group, Inc. | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 252 | $2.00K | 0.00% | −195−43.6% | Reduced |
| Ulland Investment Advisors, LLC | 260 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 255 | $2.15K | 0.00% | +255 | New |
| Fourth Dimension Wealth, LLC | 259 | $2.18K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 266 | $2.24K | 0.00% | −1,336−83.4% | Reduced |
| Sunbelt Securities, Inc. | 290 | $2.44K | 0.00% | −18−5.8% | Reduced |
| Massmutual Trust Co FSB | 300 | $2.53K | 0.00% | −38−11.2% | Reduced |
| St Germain D J Co Inc | 300 | $2.53K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 304 | $2.56K | 0.00% | +4+1.3% | Added |
| Kozak & Associates, Inc. | 350 | $2.96K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 395 | $3.33K | 0.00% | −120−23.3% | Reduced |
| Align Financial, LLC | 401 | $3.38K | 0.00% | −5,004−92.6% | Reduced |
| C M Bidwell & Associates Ltd | 413 | $3.48K | 0.00% | +413 | New |
| Versant Capital Management, Inc | 426 | $3.59K | 0.00% | −262−38.1% | Reduced |
| Hilton Head Capital Partners, LLC | 435 | $3.66K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 482 | $4.06K | 0.00% | −168−25.8% | Reduced |
| Larson Financial Group LLC | 486 | $4.09K | 0.00% | +251+106.8% | Added |
| Spire Wealth Management | 500 | $4.21K | 0.00% | +500 | New |
| Creative Financial Designs Inc | 505 | $4.25K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 555 | $4.67K | 0.00% | −900−61.9% | Reduced |
| Zions Bancorporation, National Association | 556 | $4.68K | 0.00% | +556 | New |
| Private Wealth Asset Management, LLC | 569 | $4.79K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 584 | $4.92K | 0.00% | +551+1,669.7% | Added |
| Los Angeles Capital Management LLC | 589 | $4.96K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 600 | $5.05K | 0.00% | +600 | New |
| Fifth Third Bancorp | 659 | $5.55K | 0.00% | +620+1,589.7% | Added |
| Essential Partners LLC | 734 | $6.18K | 0.00% | +729+14,580.0% | Added |
| Umb Bank N A | 738 | $6.21K | 0.00% | +338+84.5% | Added |
| Smartleaf Asset Management LLC | 813 | $6.33K | 0.00% | +286+54.3% | Added |
| Brown, Lisle/Cummings, Inc. | 800 | $6.74K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 835 | $7.03K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 835 | $7.03K | 0.00% | +20+2.5% | Added |
| HM Payson & Co | 941 | $7.92K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 955 | $8.04K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 1,000 | $8.42K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,152 | $9.70K | 0.00% | +969+529.5% | Added |
| National Bank of Canada | 1,188 | $9.99K | 0.00% | −883,348−99.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,195 | $10.1K | 0.00% | +909+317.8% | Added |
| McGuire Capital Advisors Inc | 1,517 | $12.8K | 0.01% | −73−4.6% | Reduced |