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 459 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$1,574
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
100
shares
|
$1,574
0.0% of portfolio
|
Q2 2024
Reduced 88.51%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
97
shares
|
$1,526
0.0% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
93
shares
|
$1,463
0.0% of portfolio
|
Q1 2025
Reduced 92.57%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
75
shares
|
$1,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
75
shares
|
$1,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
75
shares
|
$1,180
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
75
shares
|
$1,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
63
shares
|
$991
0.0% of portfolio
|
Q3 2024
Added 2000.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
62
shares
|
$975
0.0% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
62
shares
|
$975
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
60
shares
|
$944
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
55
shares
|
$865
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$787
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
50
shares
|
$787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
50
shares
|
$787
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
48
shares
|
$755
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
46
shares
|
$724
0.0% of portfolio
|
Q2 2025
Added 228.57%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
41
shares
|
$645
0.0% of portfolio
|
Q3 2023
Reduced 49.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
40
shares
|
$629
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
40
shares
|
$629
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
40
shares
|
$629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
39
shares
|
$613
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
35
shares
|
$550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
33
shares
|
$519
0.0% of portfolio
|
Q2 2025
Reduced 61.18%
|