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 |
|---|---|---|---|---|---|
| Fairscale Capital, LLC | 17 | $155 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 15 | $137 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 14 | $127 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $127 | 0.00% | +7+100.0% | Added |
| PlanVest Financial, Inc | 12 | $109 | 0.00% | +12 | New |
| 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 |
| Networth Advisors, LLC | 7 | $64 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5 | $47 | 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 |
| Heritage Wealth Advisors | 3 | $27 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 3 | $27 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2 | $18 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 39 | $0 | 0.00% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 0 | $0 | 0.00% | −99,760−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −63,465−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −56,338−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −42,167−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −36,336−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −28,819−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −18,553−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −18,368−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −16,656−100.0% | Sold out |
| Buckland Partners Management Co LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Cane Capital Partners, LLC | 0 | $0 | 0.00% | −15,825−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −13,689−100.0% | Sold out |
| PCM Encore, LLC | 0 | $0 | 0.00% | −13,655−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −13,610−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,199−100.0% | Sold out |
| Mayport, LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −4,592−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −3,045−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Align Financial, LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Advocate Investing Services LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |