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, Q2 2026
Institutional positions in C3.ai, Inc. as of Jun 30, 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
- 320
- +6 vs. Q1 2026
- Shares held
- 97.0M
- +12.2M (+14.3%) vs. Q1 2026
- Total value
- $881.8M
- +$167.7M (+23.5%) vs. Q1 2026
- New holders
- 47
- 129 more added
- Sold out
- 41
- 72 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding C3.ai, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 39 | $0 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2 | $18 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3 | $27 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 3 | $27 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $45 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 5 | $45 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5 | $47 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 7 | $64 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 10 | $91 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $91 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $91 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 10 | $91 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 12 | $109 | 0.00% | +12 | New |
| Golden State Wealth Management, LLC | 14 | $127 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $127 | 0.00% | +7+100.0% | Added |
| Cassaday & Co Wealth Management LLC | 15 | $137 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 17 | $155 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $182 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 28 | $255 | 0.00% | +3+12.0% | Added |
| Montag A & Associates Inc | 30 | $273 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 30 | $273 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 40 | $364 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $373 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $454 | 0.00% | 00.0% | Unchanged |
| Natixis | 52 | $473 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 55 | $500 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 61 | $554 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $564 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $682 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 83 | $754 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 93 | $845 | 0.00% | +93 | New |
| Eastern Bank | 100 | $909 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 100 | $909 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 101 | $918 | 0.00% | +101 | New |
| Rossby Financial, LCC | 102 | $927 | 0.00% | +102 | New |
| PayPay Securities Corp | 103 | $936 | 0.04% | −17−14.2% | Reduced |
| Cornerstone Financial Management LLC | 106 | $964 | 0.00% | +106 | New |
| Capital Advisors, Ltd. LLC | 87 | $1.00K | 0.00% | +48+123.1% | Added |
| TD Waterhouse Canada Inc. | 128 | $1.21K | 0.00% | −32−20.0% | Reduced |
| Marquette Asset Management, LLC | 139 | $1.26K | 0.00% | +139 | New |
| Altshuler Shaham Ltd | 140 | $1.27K | 0.00% | +7+5.3% | Added |
| Fulcrum Asset Management LLP | 148 | $1.31K | 0.00% | +148 | New |
| Salem Investment Counselors Inc | 146 | $1.33K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 148 | $1.34K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 150 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 151 | $1.38K | 0.00% | +19+14.4% | Added |
| Truvestments Capital LLC | 155 | $1.41K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 206 | $1.87K | 0.00% | −350−62.9% | Reduced |
| Rothschild Investment LLC | 219 | $1.99K | 0.00% | +54+32.7% | Added |
| Ulland Investment Advisors, LLC | 260 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 225 | $2.04K | 0.00% | +225 | New |
| Ameriflex Group, Inc. | 241 | $2.19K | 0.00% | +41+20.5% | Added |
| Fourth Dimension Wealth, LLC | 259 | $2.35K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 275 | $2.50K | 0.00% | +275 | New |
| St Germain D J Co Inc | 300 | $2.73K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 300 | $2.73K | 0.00% | +300 | New |
| CVA Family Office, LLC | 304 | $2.76K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 320 | $2.91K | 0.00% | +54+20.3% | Added |
| SHP Wealth Management | 339 | $3.08K | 0.00% | +300+769.2% | Added |
| McGuire Capital Advisors Inc | 357 | $3.25K | 0.00% | −1,160−76.5% | Reduced |
| Kozak & Associates, Inc. | 350 | $3.30K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 371 | $3.37K | 0.00% | +371 | New |
| C M Bidwell & Associates Ltd | 413 | $3.75K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 416 | $3.78K | 0.00% | −66−13.7% | Reduced |
| Hilton Head Capital Partners, LLC | 435 | $3.95K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 473 | $4.30K | 0.00% | +473 | New |
| Creative Financial Designs Inc | 505 | $4.59K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 537 | $4.88K | 0.00% | +237+79.0% | Added |
| Private Wealth Management Group, LLC | 550 | $5.00K | 0.00% | +550 | New |
| Private Wealth Asset Management, LLC | 569 | $5.17K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 589 | $5.35K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 592 | $5.38K | 0.00% | +337+132.2% | Added |
| Spectrum Wealth Advisory Group, LLC | 630 | $5.73K | 0.00% | +630 | New |
| Parkside Financial Bank & Trust | 654 | $5.95K | 0.00% | +654 | New |
| Covestor Ltd | 794 | $7.00K | 0.00% | +542+215.1% | Added |
| Smartleaf Asset Management LLC | 813 | $7.21K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 800 | $7.27K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 850 | $7.73K | 0.00% | +15+1.8% | Added |
| Peterson Wealth Management | 900 | $8.18K | 0.00% | +300+50.0% | Added |
| Ancora Advisors, LLC | 955 | $8.68K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,000 | $9.09K | 0.00% | −1,000−50.0% | Reduced |
| HM Payson & Co | 1,002 | $9.11K | 0.00% | +61+6.5% | Added |
| Umb Bank N A | 1,037 | $9.43K | 0.00% | +299+40.5% | Added |
| Compass Financial Management LLC | 1,020 | $10.2K | 0.00% | +1,020 | New |
| Essential Partners LLC | 1,248 | $11.3K | 0.01% | +514+70.0% | Added |
| EverSource Wealth Advisors, LLC | 1,261 | $11.5K | 0.00% | +66+5.5% | Added |
| GWM Advisors LLC | 1,283 | $11.7K | 0.00% | −550−30.0% | Reduced |
| Ameliora Wealth Management Ltd. | 1,210 | $16.6K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,905 | $17.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,016 | $18.3K | 0.00% | +1,530+314.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,074 | $18.9K | 0.00% | +333+19.1% | Added |
| SWAN Capital LLC | 2,100 | $19.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,356 | $21.4K | 0.00% | +393+20.0% | Added |
| Parallel Advisors, LLC | 2,449 | $22.3K | 0.00% | +659+36.8% | Added |
| Olistico Wealth, LLC | 2,500 | $22.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,570 | $23.4K | 0.00% | +3+0.1% | Added |