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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 2,699 | $24.5K | 0.00% | +2,699 | New |
| Sterling Capital Management LLC | 2,771 | $25.2K | 0.00% | +1,936+231.9% | Added |
| Bogart Wealth, LLC | 2,775 | $25.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,308 | $30.1K | 0.00% | −554−14.3% | Reduced |
| GAMMA Investing LLC | 3,367 | $30.6K | 0.00% | +140+4.3% | Added |
| KBC Group NV | 3,601 | $33.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,000 | $36.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,102 | $37.3K | 0.00% | +2,087+103.6% | Added |
| Federation des caisses Desjardins du Quebec | 4,160 | $37.8K | 0.00% | −166−3.8% | Reduced |
| Farther Finance Advisors, LLC | 4,181 | $38.0K | 0.00% | +2,284+120.4% | Added |
| Nisa Investment Advisors, LLC | 4,345 | $39.5K | 0.00% | +4,183+2,582.1% | Added |
| Geneos Wealth Management Inc. | 4,373 | $39.8K | 0.00% | 00.0% | Unchanged |
| Pavaki Capital Management LLC | 5,000 | $45.5K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,010 | $45.5K | 0.00% | −746−13.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,401 | $49.1K | 0.00% | −3,307−38.0% | Reduced |
| CoreCap Advisors, LLC | 6,145 | $55.9K | 0.00% | +1,560+34.0% | Added |
| Harbour Investments, Inc. | 6,322 | $57.5K | 0.00% | −43−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 6,346 | $57.7K | 0.00% | +6,346 | New |
| Versant Capital Management, Inc | 6,859 | $62.3K | 0.01% | +6,433+1,510.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,132 | $64.8K | 0.01% | +5,980+519.1% | Added |
| Newbridge Financial Services Group, Inc. | 7,300 | $66.4K | 0.01% | +3,000+69.8% | Added |
| Fifth Third Bancorp | 7,810 | $71.0K | 0.00% | +7,151+1,085.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,290 | $75.4K | 0.00% | −3,521−29.8% | Reduced |
| Jones Financial Companies LLLP | 9,459 | $84.2K | 0.00% | −1,567−14.2% | Reduced |
| Nykredit A/S | 9,293 | $84.5K | 0.00% | +9,293 | New |
| 360 Financial, Inc. | 10,000 | $90.9K | 0.02% | +10,000 | New |
| The PNC Financial Services Group, Inc. | 10,088 | $91.7K | 0.00% | +5,177+105.4% | Added |
| BIP Wealth, LLC | 10,360 | $94.2K | 0.00% | +10,360 | New |
| Stifel Financial Corp | 10,525 | $95.7K | 0.00% | −13,090−55.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 10,625 | $96.6K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,847 | $98.6K | 0.00% | −225−2.0% | Reduced |
| Ground Swell Capital, LLC | 11,237 | $102.1K | 0.11% | +11,237 | New |
| Forum Financial Management, LP | 11,531 | $104.8K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 11,648 | $105.9K | 0.00% | +11,648 | New |
| Public Employees Retirement Association of Colorado | 11,800 | $107.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,052 | $109.0K | 0.00% | −165,475−93.2% | Reduced |
| Wedbush Securities Inc | 12,465 | $113.0K | 0.00% | −4,980−28.5% | Reduced |
| Ameritas Investment Partners, Inc. | 12,480 | $113.4K | 0.00% | +2,233+21.8% | Added |
| Abel Hall, LLC | 12,543 | $114.0K | 0.02% | +12,543 | New |
| Twelve Points Wealth Management LLC | 12,546 | $114.0K | 0.02% | +1,861+17.4% | Added |
| Allstate Corp | 12,706 | $115.5K | 0.00% | +12,706 | New |
| Caxton Associates LLP | 12,708 | $115.5K | 0.00% | +1,583+14.2% | Added |
| DRW Securities, LLC | 12,732 | $115.7K | 0.01% | +12,732 | New |
| Integrated Wealth Concepts LLC | 13,118 | $119.2K | 0.00% | −2,427−15.6% | Reduced |
| Xponance, Inc. | 13,241 | $120.4K | 0.00% | +1,693+14.7% | Added |
| Ensign Peak Advisors, Inc | 13,745 | $124.9K | 0.00% | +1,550+12.7% | Added |
| PFG Investments, LLC | 13,760 | $125.1K | 0.00% | −1,203−8.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,847 | $125.9K | 0.00% | +71+0.5% | Added |
| Caitong International Asset Management Co., Ltd | 14,002 | $127.3K | 0.02% | +13,418+2,297.6% | Added |
| Waterloo Capital, L.P. | 14,069 | $127.9K | 0.01% | +14,069 | New |
| IHT Wealth Management, LLC | 14,435 | $131.2K | 0.00% | +843+6.2% | Added |
| Naviter Wealth, LLC | 15,000 | $136.3K | 0.01% | +15,000 | New |
| Great Valley Advisor Group, Inc. | 15,051 | $136.7K | 0.00% | −750−4.7% | Reduced |
| Private Advisor Group, LLC | 15,213 | $138.3K | 0.00% | +15,213 | New |
| Marathon Trading Investment Management LLC | 15,332 | $139.4K | 0.02% | −2,000−11.5% | Reduced |
| Victory Capital Management Inc | 15,394 | $139.9K | 0.00% | +627+4.2% | Added |
| Summit Trail Advisors, LLC | 15,758 | $143.2K | 0.00% | +15,758 | New |
| Rockefeller Capital Management L.P. | 15,879 | $144.3K | 0.00% | −1,519−8.7% | Reduced |
| Old Mission Capital LLC | 16,272 | $147.9K | 0.00% | +16,272 | New |
| Janney Montgomery Scott LLC | 16,239 | $148.0K | 0.00% | +3,144+24.0% | Added |
| Commerce Bank | 17,325 | $157.5K | 0.00% | −11,797−40.5% | Reduced |
| Moors & Cabot, Inc. | 17,463 | $158.7K | 0.01% | −3,700−17.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,870 | $162.4K | 0.00% | +6,731+60.4% | Added |
| ProShare Advisors LLC | 17,984 | $163.5K | 0.00% | −661−3.5% | Reduced |
| State of Wisconsin Investment Board | 18,118 | $164.7K | 0.00% | +4,860+36.7% | Added |
| Level Four Advisory Services, LLC | 18,936 | $172.1K | 0.00% | −2,160−10.2% | Reduced |
| Probity Advisors, Inc. | 19,128 | $173.9K | 0.02% | −179−0.9% | Reduced |
| Ieq Capital, LLC | 19,510 | $177.3K | 0.00% | −4,571−19.0% | Reduced |
| Captrust Financial Advisors | 19,717 | $179.2K | 0.00% | +19,717 | New |
| Jain Global LLC | 19,843 | $180.4K | 0.00% | +19,843 | New |
| Pictet Asset Management Holding SA | 20,594 | $187.2K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 21,144 | $192.2K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 21,687 | $197.1K | 0.00% | +10,531+94.4% | Added |
| Franklin Resources Inc | 22,071 | $200.6K | 0.00% | +7,617+52.7% | Added |
| Prudential Financial Inc | 22,590 | $205.3K | 0.00% | +2,550+12.7% | Added |
| Fox Run Management, L.L.C. | 24,192 | $219.9K | 0.04% | −25,724−51.5% | Reduced |
| Bank of Montreal | 24,412 | $221.9K | 0.00% | +6,073+33.1% | Added |
| American Century Companies Inc | 26,254 | $238.6K | 0.00% | +14,630+125.9% | Added |
| Mercer Global Advisors Inc | 26,359 | $239.6K | 0.00% | +15,567+144.2% | Added |
| Allworth Financial LP | 26,660 | $242.3K | 0.00% | +3,185+13.6% | Added |
| Voya Investment Management LLC | 26,779 | $243.4K | 0.00% | +5,258+24.4% | Added |
| Havemeyer Place LP | 27,231 | $247.5K | 0.02% | +27,231 | New |
| Commonwealth Equity Services, LLC | 28,078 | $255.2K | 0.00% | +2,176+8.4% | Added |
| Baird Financial Group, Inc. | 28,150 | $255.9K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 27,383 | $258.4K | 0.06% | −477−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,543 | $264.4K | 0.00% | +15,091+104.4% | Added |
| KLP Kapitalforvaltning AS | 29,500 | $268.2K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 29,538 | $268.5K | 0.00% | −12,546−29.8% | Reduced |
| nVerses Capital, LLC | 30,482 | $277.1K | 0.43% | +30,482 | New |
| Kovack Advisors, Inc. | 29,545 | $278.1K | 0.01% | −2,804−8.7% | Reduced |
| Leonteq Securities AG | 31,849 | $289.5K | 0.02% | −444−1.4% | Reduced |
| Headlands Technologies LLC | 31,904 | $290.0K | 0.03% | +31,904 | New |
| Quadrature Capital Ltd | 32,195 | $292.7K | 0.00% | +32,195 | New |
| J. Safra Sarasin Holding AG | 32,413 | $294.7K | 0.00% | +32,413 | New |
| Cambridge Investment Research Advisors, Inc. | 33,461 | $304.0K | 0.00% | −5,156−13.4% | Reduced |
| Ameriprise Financial Inc | 33,546 | $304.9K | 0.00% | +12,806+61.7% | Added |
| Vanguard Investments Australia, Ltd. | 36,064 | $327.8K | 0.00% | +8,217+29.5% | Added |
| Arizona State Retirement System | 37,168 | $337.9K | 0.00% | +1,310+3.7% | Added |
| New York State Common Retirement Fund | 38,296 | $348.1K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 40,099 | $364.5K | 0.00% | +3,274+8.9% | Added |