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 420 institutions that hold shares in the stock, with a total of 62.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19
shares
|
$444
0.0% of portfolio
|
Q1 2025
Reduced 64.81%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
18
shares
|
$421
0.0% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
17
shares
|
$397
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15
shares
|
$351
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
15
shares
|
$351
0.0% of portfolio
|
Q4 2024
Reduced 90.68%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
14
shares
|
$327
0.0% of portfolio
|
Q1 2025
Reduced 89.78%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14
shares
|
$327
0.0% of portfolio
|
Q1 2025
Reduced 64.1%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
10
shares
|
$234
0.0% of portfolio
|
Q4 2024
Reduced 96.15%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
10
shares
|
$234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
9
shares
|
$210
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
8
shares
|
$187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
5
shares
|
$117
0.0% of portfolio
|
Q4 2022
Reduced 99.01%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4
shares
|
$93
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
4
shares
|
$93
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4
shares
|
$93
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
3
shares
|
$70
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
2
shares
|
$46
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
2
shares
|
$46
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|