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, 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 |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 3,732 | $31.4K | 0.04% | −852−18.6% | Reduced |
| KBC Group NV | 3,601 | $30.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,760 | $29.3K | 0.00% | +3,760 | New |
| GAMMA Investing LLC | 3,227 | $27.2K | 0.00% | +2,267+236.1% | Added |
| Quadrant Capital Group LLC | 3,045 | $25.6K | 0.00% | +2,309+313.7% | Added |
| Bogart Wealth, LLC | 2,775 | $23.4K | 0.00% | +75+2.8% | Added |
| US Bancorp | 2,567 | $21.6K | 0.00% | −1,638−39.0% | Reduced |
| Olistico Wealth, LLC | 2,500 | $21.1K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 2,100 | $17.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,072 | $17.4K | 0.00% | +2,072 | New |
| Clearstead Advisors, LLC | 2,015 | $17.0K | 0.00% | −140−6.5% | Reduced |
| WealthCollab, LLC | 2,000 | $16.8K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,210 | $16.6K | 0.01% | −420−25.8% | Reduced |
| Signaturefd, LLC | 1,963 | $16.5K | 0.00% | +98+5.3% | Added |
| Farther Finance Advisors, LLC | 1,897 | $16.1K | 0.00% | −244−11.4% | Reduced |
| Financial Consulate, Inc | 1,905 | $16.0K | 0.00% | −189−9.0% | Reduced |
| GWM Advisors LLC | 1,833 | $15.4K | 0.00% | −585−24.2% | Reduced |
| Parallel Advisors, LLC | 1,790 | $15.1K | 0.00% | −256−12.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,741 | $14.7K | 0.00% | +149+9.4% | Added |
| McGuire Capital Advisors Inc | 1,517 | $12.8K | 0.01% | −73−4.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,195 | $10.1K | 0.00% | +909+317.8% | Added |
| National Bank of Canada | 1,188 | $9.99K | 0.00% | −883,348−99.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,152 | $9.70K | 0.00% | +969+529.5% | Added |
| United Community Bank | 1,000 | $8.42K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 955 | $8.04K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 941 | $7.92K | 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 |
| Brown, Lisle/Cummings, Inc. | 800 | $6.74K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 813 | $6.33K | 0.00% | +286+54.3% | Added |
| Umb Bank N A | 738 | $6.21K | 0.00% | +338+84.5% | Added |
| Essential Partners LLC | 734 | $6.18K | 0.00% | +729+14,580.0% | Added |
| Fifth Third Bancorp | 659 | $5.55K | 0.00% | +620+1,589.7% | Added |
| Peterson Wealth Management | 600 | $5.05K | 0.00% | +600 | New |
| Los Angeles Capital Management LLC | 589 | $4.96K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 584 | $4.92K | 0.00% | +551+1,669.7% | Added |
| Private Wealth Asset Management, LLC | 569 | $4.79K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 556 | $4.68K | 0.00% | +556 | New |
| MAI Capital Management | 555 | $4.67K | 0.00% | −900−61.9% | Reduced |
| Creative Financial Designs Inc | 505 | $4.25K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $4.21K | 0.00% | +500 | New |
| Larson Financial Group LLC | 486 | $4.09K | 0.00% | +251+106.8% | Added |
| IFP Advisors, Inc | 482 | $4.06K | 0.00% | −168−25.8% | Reduced |
| Hilton Head Capital Partners, LLC | 435 | $3.66K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 426 | $3.59K | 0.00% | −262−38.1% | Reduced |
| C M Bidwell & Associates Ltd | 413 | $3.48K | 0.00% | +413 | New |
| Align Financial, LLC | 401 | $3.38K | 0.00% | −5,004−92.6% | Reduced |
| Advocate Investing Services LLC | 395 | $3.33K | 0.00% | −120−23.3% | Reduced |
| Kozak & Associates, Inc. | 350 | $2.96K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 304 | $2.56K | 0.00% | +4+1.3% | Added |
| 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 |
| Sunbelt Securities, Inc. | 290 | $2.44K | 0.00% | −18−5.8% | Reduced |
| Ronald Blue Trust, Inc. | 266 | $2.24K | 0.00% | −1,336−83.4% | Reduced |
| Fourth Dimension Wealth, LLC | 259 | $2.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 255 | $2.15K | 0.00% | +255 | New |
| Covestor Ltd | 252 | $2.00K | 0.00% | −195−43.6% | Reduced |
| Ulland Investment Advisors, LLC | 260 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 176 | $1.48K | 0.00% | +176 | New |
| Rothschild Investment LLC | 165 | $1.39K | 0.00% | −45−21.4% | Reduced |
| Nisa Investment Advisors, LLC | 162 | $1.36K | 0.00% | −16,404−99.0% | Reduced |
| TD Waterhouse Canada Inc. | 160 | $1.35K | 0.00% | −160−50.0% | Reduced |
| Scarborough Advisors, LLC | 158 | $1.33K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 155 | $1.30K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 150 | $1.26K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 148 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 132 | $1.24K | 0.00% | +15+12.8% | Added |
| Salem Investment Counselors Inc | 146 | $1.23K | 0.00% | +146 | New |
| Altshuler Shaham Ltd | 133 | $1.12K | 0.00% | −50,747−99.7% | Reduced |
| PayPay Securities Corp | 120 | $1.12K | 0.04% | +34+39.5% | Added |
| Root Financial Partners, LLC | 103 | $867 | 0.00% | −17−14.2% | 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 |
| Bank of Jackson Hole Trust | 90 | $758 | 0.00% | −399−81.6% | Reduced |
| Medallion Wealth Advisors, LLC | 83 | $699 | 0.00% | −66−44.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 83 | $699 | 0.00% | +83 | New |
| Barrett & Company, Inc. | 75 | $632 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $523 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 61 | $513 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 55 | $463 | 0.00% | 00.0% | Unchanged |
| Natixis | 52 | $438 | 0.00% | −2,104−97.6% | Reduced |
| Insight Financial Services | 50 | $421 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 50 | $421 | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 41 | $346 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 40 | $337 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 39 | $328 | 0.00% | −1−2.5% | Reduced |
| Bare Financial Services, Inc | 36 | $303 | 0.00% | +36 | New |
| Montag A & Associates Inc | 30 | $253 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 30 | $253 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 28 | $236 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 25 | $224 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $169 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 17 | $143 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 15 | $127 | 0.00% | +15 | New |
| Golden State Wealth Management, LLC | 14 | $118 | 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 |