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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
100
shares
|
$2,836
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
100
shares
|
$2,836
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
96
shares
|
$2,722
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
93
shares
|
$2,637
0.0% of portfolio
|
Q1 2025
Reduced 92.57%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
75
shares
|
$2,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
75
shares
|
$2,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
75
shares
|
$2,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
63
shares
|
$1,786
0.0% of portfolio
|
Q3 2024
Added 2000.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
62
shares
|
$1,758
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
60
shares
|
$1,701
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
50
shares
|
$1,418
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
50
shares
|
$1,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
50
shares
|
$1,418
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
50
shares
|
$1,418
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
50
shares
|
$1,418
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
50
shares
|
$1,418
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
45
shares
|
$1,276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
41
shares
|
$1,162
0.0% of portfolio
|
Q3 2023
Reduced 49.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
40
shares
|
$1,134
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
40
shares
|
$1,134
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40
shares
|
$1,134
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
33
shares
|
$935
0.0% of portfolio
|
Q2 2025
Reduced 61.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
30
shares
|
$850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
29
shares
|
$822
0.03% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
27
shares
|
$765
0.0% of portfolio
|
Q1 2025
New holding
|