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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 7,132 | $64.8K | 0.01% | +5,980+519.1% | Added |
| Versant Capital Management, Inc | 6,859 | $62.3K | 0.01% | +6,433+1,510.1% | Added |
| SRS Capital Advisors, Inc. | 6,346 | $57.7K | 0.00% | +6,346 | New |
| Harbour Investments, Inc. | 6,322 | $57.5K | 0.00% | −43−0.7% | Reduced |
| CoreCap Advisors, LLC | 6,145 | $55.9K | 0.00% | +1,560+34.0% | Added |
| Tower Research Capital LLC (TRC) | 5,401 | $49.1K | 0.00% | −3,307−38.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,010 | $45.5K | 0.00% | −746−13.0% | Reduced |
| Pavaki Capital Management LLC | 5,000 | $45.5K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,373 | $39.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,345 | $39.5K | 0.00% | +4,183+2,582.1% | Added |
| Farther Finance Advisors, LLC | 4,181 | $38.0K | 0.00% | +2,284+120.4% | Added |
| Federation des caisses Desjardins du Quebec | 4,160 | $37.8K | 0.00% | −166−3.8% | Reduced |
| Clearstead Advisors, LLC | 4,102 | $37.3K | 0.00% | +2,087+103.6% | Added |
| AdvisorNet Financial, Inc | 4,000 | $36.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,601 | $33.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,367 | $30.6K | 0.00% | +140+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,308 | $30.1K | 0.00% | −554−14.3% | Reduced |
| Bogart Wealth, LLC | 2,775 | $25.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,771 | $25.2K | 0.00% | +1,936+231.9% | Added |
| Global Retirement Partners, LLC | 2,699 | $24.5K | 0.00% | +2,699 | New |
| US Bancorp | 2,570 | $23.4K | 0.00% | +3+0.1% | Added |
| Olistico Wealth, LLC | 2,500 | $22.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,449 | $22.3K | 0.00% | +659+36.8% | Added |
| Signaturefd, LLC | 2,356 | $21.4K | 0.00% | +393+20.0% | Added |
| SWAN Capital LLC | 2,100 | $19.1K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,074 | $18.9K | 0.00% | +333+19.1% | Added |
| Larson Financial Group LLC | 2,016 | $18.3K | 0.00% | +1,530+314.8% | Added |
| Financial Consulate, Inc | 1,905 | $17.3K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,210 | $16.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,283 | $11.7K | 0.00% | −550−30.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,261 | $11.5K | 0.00% | +66+5.5% | Added |
| Essential Partners LLC | 1,248 | $11.3K | 0.01% | +514+70.0% | Added |
| Compass Financial Management LLC | 1,020 | $10.2K | 0.00% | +1,020 | New |
| Umb Bank N A | 1,037 | $9.43K | 0.00% | +299+40.5% | Added |
| HM Payson & Co | 1,002 | $9.11K | 0.00% | +61+6.5% | Added |
| WealthCollab, LLC | 1,000 | $9.09K | 0.00% | −1,000−50.0% | Reduced |
| TSFG, LLC | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 955 | $8.68K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 900 | $8.18K | 0.00% | +300+50.0% | Added |
| Murphy & Mullick Capital Management Corp | 850 | $7.73K | 0.00% | +15+1.8% | Added |
| Brown, Lisle/Cummings, Inc. | 800 | $7.27K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 813 | $7.21K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 794 | $7.00K | 0.00% | +542+215.1% | Added |
| Parkside Financial Bank & Trust | 654 | $5.95K | 0.00% | +654 | New |
| Spectrum Wealth Advisory Group, LLC | 630 | $5.73K | 0.00% | +630 | New |
| Huntington National Bank | 592 | $5.38K | 0.00% | +337+132.2% | Added |
| Los Angeles Capital Management LLC | 589 | $5.35K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 569 | $5.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 550 | $5.00K | 0.00% | +550 | New |
| Massmutual Trust Co FSB | 537 | $4.88K | 0.00% | +237+79.0% | Added |
| Creative Financial Designs Inc | 505 | $4.59K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 473 | $4.30K | 0.00% | +473 | New |
| Hilton Head Capital Partners, LLC | 435 | $3.95K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 416 | $3.78K | 0.00% | −66−13.7% | Reduced |
| C M Bidwell & Associates Ltd | 413 | $3.75K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 371 | $3.37K | 0.00% | +371 | New |
| Kozak & Associates, Inc. | 350 | $3.30K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 357 | $3.25K | 0.00% | −1,160−76.5% | Reduced |
| SHP Wealth Management | 339 | $3.08K | 0.00% | +300+769.2% | Added |
| Ronald Blue Trust, Inc. | 320 | $2.91K | 0.00% | +54+20.3% | Added |
| CVA Family Office, LLC | 304 | $2.76K | 0.00% | 00.0% | Unchanged |
| 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 |
| Key Capital Management, INC | 275 | $2.50K | 0.00% | +275 | New |
| Fourth Dimension Wealth, LLC | 259 | $2.35K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 241 | $2.19K | 0.00% | +41+20.5% | Added |
| IFG Advisory, LLC | 225 | $2.04K | 0.00% | +225 | New |
| Ulland Investment Advisors, LLC | 260 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 219 | $1.99K | 0.00% | +54+32.7% | Added |
| Zions Bancorporation, National Association | 206 | $1.87K | 0.00% | −350−62.9% | Reduced |
| Truvestments Capital LLC | 155 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 151 | $1.38K | 0.00% | +19+14.4% | Added |
| Triumph Capital Management | 150 | $1.36K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 148 | $1.34K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 146 | $1.33K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 148 | $1.31K | 0.00% | +148 | New |
| Altshuler Shaham Ltd | 140 | $1.27K | 0.00% | +7+5.3% | Added |
| Marquette Asset Management, LLC | 139 | $1.26K | 0.00% | +139 | New |
| TD Waterhouse Canada Inc. | 128 | $1.21K | 0.00% | −32−20.0% | Reduced |
| Capital Advisors, Ltd. LLC | 87 | $1.00K | 0.00% | +48+123.1% | Added |
| Cornerstone Financial Management LLC | 106 | $964 | 0.00% | +106 | New |
| PayPay Securities Corp | 103 | $936 | 0.04% | −17−14.2% | Reduced |
| Rossby Financial, LCC | 102 | $927 | 0.00% | +102 | New |
| Strategic Wealth Partners, Ltd. | 101 | $918 | 0.00% | +101 | New |
| Eastern Bank | 100 | $909 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 100 | $909 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 93 | $845 | 0.00% | +93 | New |
| Medallion Wealth Advisors, LLC | 83 | $754 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $682 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $564 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 61 | $554 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 55 | $500 | 0.00% | 00.0% | Unchanged |
| Natixis | 52 | $473 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $454 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $373 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 40 | $364 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 30 | $273 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 30 | $273 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 28 | $255 | 0.00% | +3+12.0% | Added |
| JNBA Financial Advisors | 20 | $182 | 0.00% | 00.0% | Unchanged |