IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

C3.ai Inc (AI)

CUSIP: 12468P104 | NYSE | Technology · Software - Infrastructure | Small Cap | 1086 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP387,386
0.0% of portfolio›$4.3M
Mitsubishi UFJ Asset Management Co., Ltd.332,343
0.0% of portfolio›$3.7M
Tiller Private Wealth, Inc.222,090
0.8% of portfolio›$2.4M
Fulcrum Asset Management LLP220,246
0.1% of portfolio›$2.3M
Creative Planning219,031
0.0% of portfolio›$2.4M
Perigon Wealth Management, LLC183,844
0.0% of portfolio›$2.0M
Citigroup Inc181,328
0.0% of portfolio›$2.0M
Simplex Trading, LLC133,610
0.0% of portfolio›$1.5M
State of New Jersey Common Pension Fund D113,763
0.0% of portfolio›$1.3M
Themes Management Co LLC101,322
0.7% of portfolio›$1.1M
Vontobel Holding Ltd.85,774
0.0% of portfolio›$942.7K
SBI Securities Co., Ltd.84,036
0.0% of portfolio›$923.6K
180 Wealth Advisors, LLC75,292
0.1% of portfolio›$827.5K
Shearwater Capital LLC70,826
0.4% of portfolio›$778.4K
Inspire Investing, LLC58,455
0.0% of portfolio›$642.4K
Evergreen Capital Management LLC50,972
0.0% of portfolio›$560.2K
Truist Financial Corp41,695
0.0% of portfolio›$458.2K
Arizona State Retirement System38,529
0.0% of portfolio›$423.4K
Cambridge Investment Research Advisors, Inc.36,984
0.0% of portfolio›$406.0K
J. Safra Sarasin Holding AG36,360
0.0% of portfolio›$399.6K
Global Assets Advisory, LLC26,175
0.1% of portfolio›$293.2K
Wealth Enhancement Advisory Services, LLC23,512
0.0% of portfolio›$266.6K
Bayforest Capital Ltd22,012
0.4% of portfolio›$241.9K
Pictet Asset Management Holding SA20,594
0.0% of portfolio›$226.3K
Commonwealth Equity Services, LLC20,125
0.0% of portfolio›$221.2K
ProShare Advisors LLC18,502
0.0% of portfolio›$203.3K
Atria Investments, Inc17,879
0.0% of portfolio›$196.5K
Pinnacle Wealth Planning Services, Inc.16,701
0.0% of portfolio›$183.5K
SEB Asset Management AB16,542
0.0% of portfolio›$181.8K
Forum Financial Management, LP15,659
0.0% of portfolio›$172.1K
Twelve Points Wealth Management LLC13,755
0.0% of portfolio›$163.0K
Xponance LLC13,571
0.0% of portfolio›$149.1K
Leonteq Securities AG13,412
0.0% of portfolio›$147.4K
Probity Advisors, Inc.13,368
0.0% of portfolio›$146.9K
Kestra Advisory Services, LLC11,000
0.0% of portfolio›$120.9K
Cerro Pacific Wealth Advisors LLC10,625
0.0% of portfolio›$116.8K
Apollon Wealth Management, LLC10,413
0.0% of portfolio›$114.4K
BIP Wealth, LLC10,360
0.0% of portfolio›$113.9K
Ascentis Independent Advisors8,349
0.0% of portfolio›$91.7K
Mirae Asset Global Investments Co., Ltd.7,691
0.0% of portfolio›$84.5K
Nfsg Corp7,300
0.0% of portfolio›$80.2K
Pavaki Capital Management LLC5,000
0.0% of portfolio›$55.0K
CoreCap Advisors, LLC4,495
0.0% of portfolio›$49.4K
Nisa Investment Advisors, LLC4,227
0.0% of portfolio›$46.5K
Versant Capital Management, Inc4,102
0.0% of portfolio›$45.1K
Gamma Investing LLC3,792
0.0% of portfolio›$41.7K
KBC Group NV3,601
0.0% of portfolio›$40
Sterling Capital Management LLC2,869
0.0% of portfolio›$31.5K
Olistico Wealth, LLC2,500
0.0% of portfolio›$27.5K
Signaturefd, LLC2,296
0.0% of portfolio›$25.2K
Farther Finance Advisors, LLC2,283
0.0% of portfolio›$25.1K
Financial Consulate, Inc1,905
0.0% of portfolio›$20.9K
Parallel Advisors, LLC1,704
0.0% of portfolio›$18.7K
Caitong International Asset Management Co., Ltd1,703
0.0% of portfolio›$18.7K
Compass Financial Management LLC1,020
0.0% of portfolio›$11.2K
Essential Partners LLC803
0.0% of portfolio›$8.8K
Brown, Lisle Ings, Inc.800
0.0% of portfolio›$8.8K
Murphy & Mullick Capital Management Corp760
0.0% of portfolio›$8.4K
Ameliora Wealth Management Ltd.750
0.0% of portfolio›$8.2K
EverSource Wealth Advisors, LLC607
0.0% of portfolio›$6.7K
Latitude Advisors, LLC600
0.0% of portfolio›$6.6K
Private Wealth Management Group, LLC550
0.0% of portfolio›$6.0K
Creative Financial Designs Inc505
0.0% of portfolio›$5.6K
WPG Advisers, LLC444
0.0% of portfolio›$4.9K
Hilton Head Capital Partners, LLC435
0.0% of portfolio›$4.8K
Parkside Financial Bank & Trust401
0.0% of portfolio›$4.4K
MassMutual Private Wealth & Trust, FSB370
0.0% of portfolio›$4.1K
Kozak & Associates, Inc.350
0.0% of portfolio›$4.3K
Ulland Investment Advisors, LLC260
0.0% of portfolio›$3
TD Waterhouse Canada Inc.200
0.0% of portfolio›$2.2K
Provenance Wealth Advisors, LLC183
0.0% of portfolio›$2.0K
Bear Mountain Capital, Inc.153
0.0% of portfolio›$1.7K
Triumph Capital Management150
0.0% of portfolio›$1.6K
Marquette Asset Management, LLC139
0.0% of portfolio›$1.5K
Owl Creek Wealth Partners LLC115
0.0% of portfolio›$1.3K
Physician Wealth Advisors, Inc.115
0.0% of portfolio›$1.3K
Root Financial Partners, LLC114
0.0% of portfolio›$1.3K
Laurel Wealth Advisors LLC100
0.0% of portfolio›$1.1K
Eastern Bank100
0.0% of portfolio›$1.1K
Wealth Analytics Partners, LLC100
0.0% of portfolio›$1.1K
Rydar Equities, Inc.100
0.0% of portfolio›$1.1K
Barrett & Company, Inc.100
0.0% of portfolio›$1.1K
Lodestone Wealth Management LLC100
0.0% of portfolio›$1.1K
PayPay Securities Corp91
0.0% of portfolio›$1.0K
IFP Advisors, Inc82
0.0% of portfolio›$901
Capital Advisors, Ltd. LLC72
0.0% of portfolio›$1
First Horizon Corp65
0.0% of portfolio›$714
Pacific Center for Financial Services62
0.0% of portfolio›$682
Proathlete Wealth Management LLC61
0.0% of portfolio›$670
Private Trust Co NA60
0.0% of portfolio›$659
SJS Investment Consulting Inc.57
0.0% of portfolio›$627
Eukles Asset Management55
0.0% of portfolio›$604
William Mack & Associates, Inc.51
0.0% of portfolio›$561
Mosley Wealth Management50
0.0% of portfolio›$608
IFS Advisors, LLC50
0.0% of portfolio›$549
Compass Wealth Management LLC42
0.0% of portfolio›$462
Bell Investment Advisors, Inc41
0.0% of portfolio›$451
Harel Insurance Investments & Financial Services Ltd.30
0.0% of portfolio›$0
Jnba Financial Advisors20
0.0% of portfolio›$220
Fairscale Capital, LLC17
0.0% of portfolio›$201
Blue Trust, Inc.14
0.0% of portfolio›$157
Golden State Wealth Management, LLC14
0.0% of portfolio›$154
Networth Advisors, LLC7
0.0% of portfolio›$77
Strategic Advocates LLC5
0.0% of portfolio›$55
Oakworth Capital, Inc.5
0.0% of portfolio›$55
Elevated Capital Advisors, LLC3
0.0% of portfolio›$33
Cassaday & Co Wealth Management LLC2
0.0% of portfolio›$22
Kingdom Financial Group Llc.1
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
387,386$4.3M0.0%IndexLowAustin, TX2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
332,343$3.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
Tiller Private Wealth, Inc.
222,090$2.4M0.8%ETFVery LowBethlehem, PA2026-10-26
Fulcrum Asset Management LLP
220,246$2.3M0.1%CoreMediumLondon, United Kingdom2026-11-04
Creative Planning
219,031$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Perigon Wealth Management, LLC
183,844$2.0M0.0%GrowthLowSan Francisco, CA2026-10-22
Citigroup Inc
181,328$2.0M0.0%CoreMediumNew York, NY2026-11-04
Simplex Trading, LLC
133,610$1.5M0.0%CoreVery HighChicago, IL2026-11-04
State of New Jersey Common Pension Fund D
113,763$1.3M0.0%CoreLowTrenton, NJ2026-11-05
Themes Management Co LLC
101,322$1.1M0.7%GARPMediumGreenwich, CT2026-10-29
Vontobel Holding Ltd.
85,774$942.7K0.0%CoreMediumZurich, Switzerland2026-10-16
SBI Securities Co., Ltd.
84,036$923.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
180 Wealth Advisors, LLC
75,292$827.5K0.1%CoreLowFederal Way, WA2026-11-03
Shearwater Capital LLC
70,826$778.4K0.4%ETFVery LowDenver, CO2026-10-13
Inspire Investing, LLC
58,455$642.4K0.0%GARPHighMeridian, ID2026-10-22
Evergreen Capital Management LLC
50,972$560.2K0.0%GARPMediumBellevue, WA2026-10-23
Truist Financial Corp
41,695$458.2K0.0%CoreLowCharlotte, NC2026-10-30
Arizona State Retirement System
38,529$423.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
36,984$406.0K0.0%ETFLowFairfield, IA2026-11-02
J. Safra Sarasin Holding AG
36,360$399.6K0.0%CoreMediumBasel, Switzerland2026-10-26
Global Assets Advisory, LLC
26,175$293.2K0.1%GrowthHighOrlando, FL2026-10-28
Wealth Enhancement Advisory Services, LLC
23,512$266.6K0.0%CoreLowPlymouth, MN2026-10-13
Bayforest Capital Ltd
22,012$241.9K0.4%Deep ValueVery HighLondon, United Kingdom2026-11-03
Pictet Asset Management Holding SA
20,594$226.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Commonwealth Equity Services, LLC
20,125$221.2K0.0%ETFLowWaltham, MA2026-11-02
ProShare Advisors LLC
18,502$203.3K0.0%GrowthLowBethesda, MD2026-10-29
Atria Investments, Inc
17,879$196.5K0.0%CoreMediumCharlotte, NC2026-10-15
Pinnacle Wealth Planning Services, Inc.
16,701$183.5K0.0%GARPLowMansfield, OH2026-10-27
SEB Asset Management AB
16,542$181.8K0.0%CoreN/AStockholm, Sweden2026-11-04
Forum Financial Management, LP
15,659$172.1K0.0%ETFLowLombard, IL2026-10-16
Twelve Points Wealth Management LLC
13,755$163.0K0.0%ETFMediumConcord, MA2026-11-03
Xponance LLC
13,571$149.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Leonteq Securities AG
13,412$147.4K0.0%CoreHighZurich, Switzerland2026-10-29
Probity Advisors, Inc.
13,368$146.9K0.0%ETFLowDallas, TX2026-10-23
Kestra Advisory Services, LLC
11,000$120.9K0.0%CoreLowAustin, TX2026-11-02
Cerro Pacific Wealth Advisors LLC
10,625$116.8K0.0%GrowthLowSan Luis Obispo, CA2026-10-22
Apollon Wealth Management, LLC
10,413$114.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
BIP Wealth, LLC
10,360$113.9K0.0%ETFMediumAtlanta, GA2026-10-22
Ascentis Independent Advisors
8,349$91.7K0.0%ETFLowDallas, TX2026-11-03
Mirae Asset Global Investments Co., Ltd.
7,691$84.5K0.0%GrowthLowSeoul, Malaysia2026-11-03
Nfsg Corp
7,300$80.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Pavaki Capital Management LLC
5,000$55.0K0.0%GARPMediumPueblo, CO2026-10-26
CoreCap Advisors, LLC
4,495$49.4K0.0%ETFMediumSouthfield, MI2026-10-08
Nisa Investment Advisors, LLC
4,227$46.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Versant Capital Management, Inc
4,102$45.1K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
3,792$41.7K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
3,601$400.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
2,869$31.5K0.0%GARPMediumCharlotte, NC2026-10-22
Olistico Wealth, LLC
2,500$27.5K0.0%GrowthVery LowTulsa, OK2026-10-05
Signaturefd, LLC
2,296$25.2K0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
2,283$25.1K0.0%IndexLowSan Francisco, CA2026-10-08
Financial Consulate, Inc
1,905$20.9K0.0%ETFLowHunt Valley, MD2026-10-23
Parallel Advisors, LLC
1,704$18.7K0.0%IndexLowSan Francisco, CA2026-11-03
Caitong International Asset Management Co., Ltd
1,703$18.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Compass Financial Management LLC
1,020$11.2K0.0%CoreN/ATampa, FL2026-10-30
Essential Partners LLC
803$8.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Brown, Lisle Ings, Inc.
800$8.8K0.0%CoreVery LowProvidence, RI2026-10-16
Murphy & Mullick Capital Management Corp
760$8.4K0.0%GrowthLowSmithtown, NY2026-11-02
Ameliora Wealth Management Ltd.
750$8.2K0.0%ETFLowZurich, Switzerland2026-10-23
EverSource Wealth Advisors, LLC
607$6.7K0.0%CoreMediumBirmingham, AL2026-11-04
Latitude Advisors, LLC
600$6.6K0.0%ETFLowYorkville, IL2026-10-27
Private Wealth Management Group, LLC
550$6.0K0.0%ETFLowPrinceton, NJ2026-10-19
Creative Financial Designs Inc
505$5.6K0.0%ETFMediumKokomo, IN2026-11-04
WPG Advisers, LLC
444$4.9K0.0%CoreLowBaltimore, MD2026-10-27
Hilton Head Capital Partners, LLC
435$4.8K0.0%CoreMediumHilton Head Island, SC2026-10-23
Parkside Financial Bank & Trust
401$4.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
MassMutual Private Wealth & Trust, FSB
370$4.1K0.0%CoreLowSpringfield, MA2026-10-05
Kozak & Associates, Inc.
350$4.3K0.0%ETFLowHighlands Ranch, CO2026-10-29
Ulland Investment Advisors, LLC
260$30.0%GrowthVery LowMinneapolis, MN2026-10-13
TD Waterhouse Canada Inc.
200$2.2K0.0%CoreLowToronto, Australia2026-10-16
Provenance Wealth Advisors, LLC
183$2.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Bear Mountain Capital, Inc.
153$1.7K0.0%ETFLowSeattle, WA2026-11-04
Triumph Capital Management
150$1.6K0.0%ETFMediumDenver, CO2026-10-14
Marquette Asset Management, LLC
139$1.5K0.0%ETFVery LowMinneapolis, MN2026-10-09
Owl Creek Wealth Partners LLC
115$1.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Physician Wealth Advisors, Inc.
115$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Root Financial Partners, LLC
114$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
Laurel Wealth Advisors LLC
100$1.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Eastern Bank
100$1.1K0.0%GrowthMediumBoston, MA2026-10-05
Wealth Analytics Partners, LLC
100$1.1K0.0%ETFVery LowSan Diego, CA2026-10-19
Rydar Equities, Inc.
100$1.1K0.0%CoreVery LowWeatherford, TX2026-10-13
Barrett & Company, Inc.
100$1.1K0.0%ETFLowProvidence, RI2026-10-22
Lodestone Wealth Management LLC
100$1.1K0.0%CoreLowSpokane, WA2026-10-14
PayPay Securities Corp
91$1.0K0.0%CoreMediumTokyo, Mexico2026-10-27
IFP Advisors, Inc
82$9010.0%GrowthLowTampa, FL2026-10-16
Capital Advisors, Ltd. LLC
72$10.0%ETFLowShaker Heights, OH2026-10-27
First Horizon Corp
65$7140.0%CoreLowMemphis, TN2026-10-26
Pacific Center for Financial Services
62$6820.0%ETFMediumDanville, CA2026-10-15
Proathlete Wealth Management LLC
61$6700.0%ETFVery LowBoca Raton, FL2026-10-15
Private Trust Co NA
60$6590.0%CoreLowCleveland, OH2026-10-20
SJS Investment Consulting Inc.
57$6270.0%ETFVery LowSylvania, OH2026-10-26
Eukles Asset Management
55$6040.0%CoreLowCincinnati, OH2026-11-04
William Mack & Associates, Inc.
51$5610.0%ETFLowTroy, MI2026-10-27
Mosley Wealth Management
50$6080.0%ETFHighAnaheim, CA2026-10-16
IFS Advisors, LLC
50$5490.0%ETFLowOverland Park, KS2026-10-14
Compass Wealth Management LLC
42$4620.0%GARPLowGuilford, CT2026-10-22
Bell Investment Advisors, Inc
41$4510.0%ETFVery LowOrinda, CA2026-10-29
Harel Insurance Investments & Financial Services Ltd.
30$00.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Jnba Financial Advisors
20$2200.0%ETFMediumBloomington, MN2026-11-03
Fairscale Capital, LLC
17$2010.0%GrowthVery LowNashua, NH2026-11-04
Blue Trust, Inc.
14$1570.0%ETFLowBrentwood, TN2026-10-15
Golden State Wealth Management, LLC
14$1540.0%ETFMediumSanta Ana, CA2026-11-02
Networth Advisors, LLC
7$770.0%ETFMediumCanonsburg, PA2026-11-03
Strategic Advocates LLC
5$550.0%GrowthLowSacramento, CA2026-11-03
Oakworth Capital, Inc.
5$550.0%ETFLowBirmingham, AL2026-10-26
Elevated Capital Advisors, LLC
3$330.0%ETFMediumSandy, UT2026-11-04
Cassaday & Co Wealth Management LLC
2$220.0%ETFVery LowMclean, VA2026-10-27
Kingdom Financial Group Llc.
1$110.0%ETFMediumPeoria, AZ2026-11-04