C3.ai, Inc. (AI) — Institutional Holders, Q2 2026 (page 3)
322 institutional investment managers reported a AI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $882.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AI 13F holders ranked 201–300 of 322
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Newbridge Financial Services Group#201 · 7,300 sh | 7,300 | $66.4K | — | +69.8% |
| 202 | Pinnacle Wealth Planning Services#202 · 7,132 sh | 7,132 | $64.8K | <0.01% | +519.1% |
| 203 | Versant Capital Management#203 · 6,859 sh | 6,859 | $62.3K | — | +1510.1% |
| 204 | SRS Capital Advisors#204 · 6,346 sh | 6,346 | $57.7K | <0.01% | New |
| 205 | HARBOUR INVESTMENTS#205 · 6,322 sh | 6,322 | $57.5K | <0.01% | -0.7% |
| 206 | CoreCap Advisors#206 · 6,145 sh | 6,145 | $55.9K | — | +34.0% |
| 207 | Tower Research Capital (TRC)#207 · 5,401 sh | 5,401 | $49.1K | <0.01% | -38.0% |
| 208 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#208 · 5,010 sh | 5,010 | $45.5K | 0.00% | -13.0% |
| 209 | Pavaki Capital Management#209 · 5,000 sh | 5,000 | $45.5K | — | 0.0% |
| 210 | Geneos Wealth Management#210 · 4,373 sh | 4,373 | $39.8K | <0.01% | 0.0% |
| 211 | NISA INVESTMENT ADVISORS#211 · 4,345 sh | 4,345 | $39.5K | — | +2582.1% |
| 212 | Farther Finance Advisors#212 · 4,181 sh | 4,181 | $38.0K | — | +120.4% |
| 213 | Federation des caisses Desjardins du Quebec#213 · 4,160 sh | 4,160 | $37.8K | <0.01% | -3.8% |
| 214 | Clearstead Advisors#214 · 4,102 sh | 4,102 | $37.3K | <0.01% | +103.6% |
| 215 | AdvisorNet Financial#215 · 4,000 sh | 4,000 | $36.4K | — | 0.0% |
| 216 | KBC Group NV#216 · 3,601 sh | 3,601 | $33.0K | — | 0.0% |
| 217 | GAMMA Investing#217 · 3,367 sh | 3,367 | $30.6K | — | +4.3% |
| 218 | Steward Partners Investment Advisory#218 · 3,308 sh | 3,308 | $30.1K | <0.01% | -14.3% |
| 219 | Bogart Wealth#219 · 2,775 sh | 2,775 | $25.2K | <0.01% | 0.0% |
| 220 | Sterling Capital Management#220 · 2,771 sh | 2,771 | $25.2K | — | +231.9% |
| 221 | Global Retirement Partners#221 · 2,699 sh | 2,699 | $24.5K | <0.01% | — |
| 222 | US BANCORP \DE\#222 · 2,570 sh | 2,570 | $23.4K | 0.00% | +0.1% |
| 223 | Olistico Wealth#223 · 2,500 sh | 2,500 | $22.7K | — | 0.0% |
| 224 | Parallel Advisors#224 · 2,449 sh | 2,449 | $22.3K | <0.01% | +36.8% |
| 225 | SIGNATUREFD#225 · 2,356 sh | 2,356 | $21.4K | — | +20.0% |
| 226 | SWAN Capital#226 · 2,100 sh | 2,100 | $19.1K | <0.01% | 0.0% |
| 227 | BNP Paribas Asset Management Holding S.A.#227 · 2,074 sh | 2,074 | $18.9K | 0.00% | +19.1% |
| 228 | Larson Financial Group#228 · 2,016 sh | 2,016 | $18.3K | <0.01% | +314.8% |
| 229 | FINANCIAL CONSULATE#229 · 1,905 sh | 1,905 | $17.3K | — | 0.0% |
| 230 | Ameliora Wealth Management Ltd.#230 · 1,210 sh | 1,210 | $16.6K | — | 0.0% |
| 231 | Parkside Financial Bank#231 · 1,308 sh | 1,308 | $11.9K | — | New |
| 232 | NewEdge Advisors#232 · 1,283 sh | 1,283 | $11.7K | 0.00% | New |
| 233 | EverSource Wealth Advisors#233 · 1,261 sh | 1,261 | $11.5K | <0.01% | -82.3% |
| 234 | Essential Partners#234 · 1,248 sh | 1,248 | $11.3K | — | +70.0% |
| 235 | COMPASS FINANCIAL MANAGEMENT#235 · 1,020 sh | 1,020 | $10.2K | <0.01% | — |
| 236 | UMB Bank, n.a.#236 · 1,037 sh | 1,037 | $9.4K | <0.01% | +40.5% |
| 237 | HM PAYSON#237 · 1,002 sh | 1,002 | $9.1K | <0.01% | +6.5% |
| 238 | WealthCollab#238 · 1,000 sh | 1,000 | $9.1K | <0.01% | -50.0% |
| 239 | TSFG#239 · 1,000 sh | 1,000 | $9.0K | — | 0.0% |
| 240 | Ancora Advisors#240 · 955 sh | 955 | $8.7K | <0.01% | 0.0% |
| 241 | PETERSON WEALTH MANAGEMENT#241 · 900 sh | 900 | $8.2K | <0.01% | +50.0% |
| 242 | Murphy & Mullick Capital Management#242 · 850 sh | 850 | $7.7K | <0.01% | +1.8% |
| 243 | BROWN, LISLE/CUMMINGS#243 · 800 sh | 800 | $7.3K | — | 0.0% |
| 244 | Smartleaf Asset Management#244 · 813 sh | 813 | $7.2K | <0.01% | 0.0% |
| 245 | Covestor Ltd#245 · 794 sh | 794 | $7.0K | <0.01% | +215.1% |
| 246 | Spectrum Wealth Advisory Group#246 · 630 sh | 630 | $5.7K | <0.01% | New |
| 247 | HUNTINGTON NATIONAL BANK#247 · 592 sh | 592 | $5.4K | 0.00% | +132.2% |
| 248 | LOS ANGELES CAPITAL MANAGEMENT#248 · 589 sh | 589 | $5.4K | 0.00% | 0.0% |
| 249 | Private Wealth Asset Management#249 · 569 sh | 569 | $5.2K | <0.01% | 0.0% |
| 250 | Private Wealth Management Group#250 · 550 sh | 550 | $5.0K | — | New |
| 251 | MassMutual Private Wealth & , FSB#251 · 537 sh | 537 | $4.9K | — | +79.0% |
| 252 | CREATIVE FINANCIAL DESIGNS#252 · 505 sh | 505 | $4.6K | <0.01% | 0.0% |
| 253 | NBH Bank#253 · 473 sh | 473 | $4.3K | <0.01% | — |
| 254 | Hilton Head Capital Partners#254 · 435 sh | 435 | $4.0K | — | 0.0% |
| 255 | IFP Advisors#255 · 416 sh | 416 | $3.8K | — | -13.7% |
| 256 | C M BIDWELL & ASSOCIATES LTD#256 · 413 sh | 413 | $3.8K | <0.01% | 0.0% |
| 257 | WPG Advisers#257 · 371 sh | 371 | $3.4K | <0.01% | New |
| 258 | Kozak & Associates#258 · 350 sh | 350 | $3.3K | <0.01% | 0.0% |
| 259 | MCGUIRE CAPITAL ADVISORS#259 · 357 sh | 357 | $3.2K | <0.01% | -76.5% |
| 260 | SHP Wealth Management#260 · 339 sh | 339 | $3.1K | <0.01% | +769.2% |
| 261 | Ronald Blue#261 · 320 sh | 320 | $2.9K | — | +20.3% |
| 262 | CVA Family Office#262 · 304 sh | 304 | $2.8K | <0.01% | 0.0% |
| 263 | Aberdeen Wealth Management#263 · 300 sh | 300 | $2.7K | <0.01% | New |
| 264 | ST GERMAIN D J#264 · 300 sh | 300 | $2.7K | <0.01% | 0.0% |
| 265 | Key Capital Management#265 · 275 sh | 275 | $2.5K | <0.01% | New |
| 266 | Fourth Dimension Wealth#266 · 259 sh | 259 | $2.4K | <0.01% | 0.0% |
| 267 | AMERIFLEX GROUP#267 · 241 sh | 241 | $2.2K | <0.01% | +20.5% |
| 268 | IFG Advisory#268 · 225 sh | 225 | $2.0K | <0.01% | New |
| 269 | Ulland Investment Advisors#269 · 260 sh | 260 | $2.0K | — | 0.0% |
| 270 | ROTHSCHILD INVESTMENT#270 · 219 sh | 219 | $2.0K | <0.01% | +32.7% |
| 271 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#271 · 206 sh | 206 | $1.9K | <0.01% | -62.9% |
| 272 | Truvestments Capital#272 · 155 sh | 155 | $1.4K | <0.01% | 0.0% |
| 273 | Bear Mountain Capital#273 · 151 sh | 151 | $1.4K | <0.01% | +14.4% |
| 274 | Triumph Capital Management#274 · 150 sh | 150 | $1.4K | — | 0.0% |
| 275 | N.E.W. Advisory Services#275 · 148 sh | 148 | $1.3K | <0.01% | 0.0% |
| 276 | SALEM INVESTMENT COUNSELORS#276 · 146 sh | 146 | $1.3K | — | 0.0% |
| 277 | Fulcrum Asset Management LLP#277 · 148 sh | 148 | $1.3K | <0.01% | New |
| 278 | Altshuler Shaham Ltd#278 · 140 sh | 140 | $1.3K | 0.00% | +5.3% |
| 279 | Marquette Asset Management#279 · 139 sh | 139 | $1.3K | — | New |
| 280 | TD Waterhouse Canada#280 · 128 sh | 128 | $1.2K | — | -20.0% |
| 281 | Capital Advisors, Ltd.#281 · 87 sh | 87 | $1.0K | <0.01% | +123.1% |
| 282 | Cornerstone Financial Management#282 · 106 sh | 106 | $964.00 | <0.01% | New |
| 283 | PayPay Securities#283 · 103 sh | 103 | $936.00 | — | -14.2% |
| 284 | Rossby Financial, LCC#284 · 102 sh | 102 | $927.00 | <0.01% | New |
| 285 | Strategic Wealth Partners, Ltd.#285 · 101 sh | 101 | $918.00 | <0.01% | New |
| 286 | EASTERN BANK#286 · 100 sh | 100 | $909.00 | — | 0.0% |
| 287 | Lodestone Wealth Management#287 · 100 sh | 100 | $909.00 | — | 0.0% |
| 288 | Silver Grove Financial Group#288 · 93 sh | 93 | $845.00 | <0.01% | New |
| 289 | Medallion Wealth Advisors#289 · 83 sh | 83 | $754.00 | <0.01% | 0.0% |
| 290 | BARRETT & COMPANY#290 · 75 sh | 75 | $682.00 | — | 0.0% |
| 291 | Pacific Center for Financial Services#291 · 62 sh | 62 | $564.00 | — | 0.0% |
| 292 | PROATHLETE WEALTH MANAGEMENT#292 · 61 sh | 61 | $554.00 | — | 0.0% |
| 293 | Eukles Asset Management#293 · 55 sh | 55 | $500.00 | <0.01% | 0.0% |
| 294 | NATIXIS#294 · 52 sh | 52 | $473.00 | 0.00% | 0.0% |
| 295 | IFS Advisors#295 · 50 sh | 50 | $454.00 | — | 0.0% |
| 296 | Bell Investment Advisors#296 · 41 sh | 41 | $373.00 | <0.01% | 0.0% |
| 297 | SOA Wealth Advisors#297 · 40 sh | 40 | $364.00 | <0.01% | 0.0% |
| 298 | Vision Retirement#298 · 30 sh | 30 | $273.00 | <0.01% | 0.0% |
| 299 | MONTAG A & ASSOCIATES#299 · 30 sh | 30 | $273.00 | 0.00% | 0.0% |
| 300 | KERR FINANCIAL PLANNING#300 · 28 sh | 28 | $255.00 | <0.01% | +12.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.