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 425 institutions that hold shares in the stock, with a total of 61.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,436
shares
|
$125,804
0.0% of portfolio
|
Q1 2025
Added 59.8%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
4,200
shares
|
$119,112
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
3,876
shares
|
$109,923
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,467
shares
|
$98,324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,178
shares
|
$90,128
0.0% of portfolio
|
Q1 2025
Reduced 56.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,108
shares
|
$88,142
0.0% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
2,830
shares
|
$80,258
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,827
shares
|
$80,173
0.0% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,668
shares
|
$75,664
0.03% of portfolio
|
Q1 2025
Added 35.57%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
2,520
shares
|
$71,467
0.23% of portfolio
|
Q1 2022
Added 26.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
2,500
shares
|
$70,900
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,466
shares
|
$69,935
0.0% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,442
shares
|
$69,255
0.0% of portfolio
|
Q1 2025
Added 48.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,417
shares
|
$68,546
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,312
shares
|
$65,568
0.0% of portfolio
|
Q1 2025
Reduced 81.45%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
2,261
shares
|
$64,121
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,200
shares
|
$62,392
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,170
shares
|
$61,541
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
2,000
shares
|
$56,720
0.02% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,000
shares
|
$56,720
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,877
shares
|
$53,231
0.0% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,818
shares
|
$51,558
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,606
shares
|
$45,546
0.0% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,595
shares
|
$45,234
0.01% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,571
shares
|
$44,553
0.0% of portfolio
|
Q2 2025
Added 27.62%
|