Institutional Ownership C3.Ai, Inc. (AI)
This table provides information about the institutional ownership of C3.Ai, Inc. (AI). We have compiled data on the 445 institutions that hold shares in the stock, with a total of 65.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
123
shares
|
$3,306
0.0% of portfolio
|
Q4 2024
Added 30.85%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
120
shares
|
$3,225
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
112
shares
|
$3,010
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
109
shares
|
$2,929
0.0% of portfolio
|
Q3 2024
Added 41.56%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$2,688
0.0% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
100
shares
|
$2,688
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
100
shares
|
$2,688
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
100
shares
|
$2,688
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$2,688
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
100
shares
|
$2,688
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$2,688
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$2,688
0.0% of portfolio
|
Q2 2024
Reduced 88.51%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$2,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
96
shares
|
$2,580
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
75
shares
|
$2,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
75
shares
|
$2,016
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
75
shares
|
$2,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
75
shares
|
$2,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
70
shares
|
$1,881
0.0% of portfolio
|
Q4 2024
Added 250.0%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
63
shares
|
$1,693
0.0% of portfolio
|
Q3 2024
Added 2000.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
62
shares
|
$1,666
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
58
shares
|
$1,559
0.0% of portfolio
|
Q4 2024
Added 123.08%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
54
shares
|
$1,451
0.0% of portfolio
|
Q4 2024
Added 58.82%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
50
shares
|
$1,344
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
50
shares
|
$1,344
0.0% of portfolio
|
Q2 2024
New holding
|