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 412 institutions that hold shares in the stock, with a total of 68 Million shares, which have been reported (via 13F filing form) to have a value of $956 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
50
shares
|
$703
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
41
shares
|
$576
0.0% of portfolio
|
Q3 2023
Reduced 49.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40
shares
|
$562
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
40
shares
|
$562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
39
shares
|
$548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
39
shares
|
$548
0.0% of portfolio
|
Q3 2025
Reduced 35.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
35
shares
|
$492
0.0% of portfolio
|
Q4 2025
Reduced 87.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
35
shares
|
$492
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
30
shares
|
$422
0.0% of portfolio
|
Q3 2025
Added 114.29%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
26
shares
|
$365
0.0% of portfolio
|
Q3 2025
Reduced 45.83%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
25
shares
|
$351
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
25
shares
|
$351
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
20
shares
|
$281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
20
shares
|
$281
0.0% of portfolio
|
Q3 2025
Reduced 56.52%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
20
shares
|
$281
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19
shares
|
$267
0.0% of portfolio
|
Q1 2025
Reduced 64.81%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
17
shares
|
$239
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15
shares
|
$211
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
10
shares
|
$140
0.0% of portfolio
|
Q3 2025
Reduced 97.01%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
10
shares
|
$140
0.0% of portfolio
|
Q4 2024
Reduced 96.15%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
6
shares
|
$84
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
5
shares
|
$70
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
5
shares
|
$70
0.0% of portfolio
|
Q4 2022
Reduced 99.01%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$70
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
5
shares
|
$70
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|