AI · Company research
C3.ai, Inc. (AI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26660 | 242340 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26359 | 239606 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87 | 1 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 473 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19843 | 180373 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Twelve Points Wealth Management LLC | 1877090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12546 | 114043 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1037 | 9426 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6314453 | 57398378 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| nVerses Capital, LLC | 2011399 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30482 | 277081 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139 | 1264 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12480 | 113443 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BIP Wealth, LLC | 1590214 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10360 | 94172 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47842 | 434883 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97378 | 885166 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3488324 | 31708865 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49812 | 452792 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 413 | 3754 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EASTERN BANK | 1126395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 909 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Raiffeisen Bank International AG | 2044885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 827 | 7518 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19510 | 177346 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15758 | 143240 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44154 | 401360 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12732 | 115733 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5281 | 48004 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 589 | 5354 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2356 | 21416 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280123 | 2546318 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Defiance ETFs, LLC | 1732541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 825640 | 7785785 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130335 | 1184745 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2074 | 18853 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1016575 | 9240666 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64446 | 585814 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81575 | 740701 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197772 | 1797748 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| J. Safra Sarasin Holding AG | 1890222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32413 | 294722 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Baird Financial Group, Inc. | 1648711 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28150 | 255884 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KERR FINANCIAL PLANNING Corp | 2095947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 255 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2016 | 18325 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mirae Asset Global Investments Co., Ltd. | 1569395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8290 | 75356 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40099 | 364502 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320 | 2909 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 537 | 4881 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2353357 | 21392015 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210505 | 1914 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crawford Fund Management, LLC | 1816427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 258100 | 2346129 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18118 | 164693 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PETERSON WEALTH MANAGEMENT | 1785144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 900 | 8181 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1696715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18936 | 172128 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11800 | 107 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GREAT VALLEY ADVISOR GROUP, INC. | 1769897 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15051 | 136724 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97915 | 890052 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 416 | 3781 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 591 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21144 | 192199 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81038 | 736635 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35571 | 323340 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13241 | 120361 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| HM PAYSON & CO | 928052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1002 | 9105 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Leonteq Securities AG | 1535950 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31849 | 289507 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47804 | 434538 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114521 | 1040996 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pavaki Capital Management LLC | 2143027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 45450 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PHILADELPHIA TRUST CO | 1110806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106290 | 966 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Themes Management Co LLC | 2107564 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103241 | 938461 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Murphy & Mullick Capital Management Corp | 2047271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 850 | 7727 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 339 | 3082 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89821 | 816478 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285350 | 2593832 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Naviter Wealth, LLC | 1855567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 136350 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 485952 | 4417304 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7132 | 64830 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3308 | 30073 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Blue Trust, Inc. | 1856022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 573 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62235 | 565716 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| PFG Investments, LLC | 1973224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13760 | 125078 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 270300 | 2457027 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FINANCIAL CONSULATE, INC | 1624510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1905 | 17317 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172103 | 1564416 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| N.E.W. Advisory Services LLC | 1803456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148 | 1345 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 289001 | 2627019 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.