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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
30
shares
|
$472
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
28
shares
|
$440
0.03% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
25
shares
|
$393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
25
shares
|
$393
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
20
shares
|
$314
0.0% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
20
shares
|
$314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
20
shares
|
$314
0.0% of portfolio
|
Q1 2025
Reduced 92.59%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19
shares
|
$299
0.0% of portfolio
|
Q1 2025
Reduced 64.81%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
17
shares
|
$267
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15
shares
|
$236
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
14
shares
|
$220
0.0% of portfolio
|
Q1 2025
Reduced 64.1%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
14
shares
|
$220
0.0% of portfolio
|
Q2 2025
Reduced 48.15%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
13
shares
|
$204
0.0% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
10
shares
|
$157
0.0% of portfolio
|
Q4 2024
Reduced 96.15%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
10
shares
|
$157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
7
shares
|
$110
0.0% of portfolio
|
Q2 2025
Reduced 99.5%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
7
shares
|
$110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
6
shares
|
$94
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5
shares
|
$78
0.0% of portfolio
|
Q4 2022
Reduced 99.01%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
4
shares
|
$62
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4
shares
|
$62
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$47
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
3
shares
|
$47
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
3
shares
|
$47
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2
shares
|
$31
0.0% of portfolio
|
Q2 2025
Reduced 99.67%
|