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 416 institutions that hold shares in the stock, with a total of 67.7 Million shares, which have been reported (via 13F filing form) to have a value of $953 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
5
shares
|
$70
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$70
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
3
shares
|
$42
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
3
shares
|
$42
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
2
shares
|
$28
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2
shares
|
$28
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2
shares
|
$28
0.0% of portfolio
|
Q2 2025
Reduced 99.67%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1
shares
|
$14
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|