Stock ownership · SEC 13F · Q4 2025

C3 AI INC

A breakdown of C3 AI INC's institutional base (CUSIP 12468P104): the holders, the concentration among them, and what changed last quarter.

$745K
Reported value
4
Institutions
100%
Top-5 share

The verdict

$745K of C3 AI INC is reported by 4 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$745K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 12468P104 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL

  • VALUE-TRACE $0.7M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - C3 AI INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of C3 AI INC
  1. 1
    DGS Capital Management, LLC $538K
  2. 2
    Alpine Global Management, LLC $206K
  3. 3
    Bell Investment Advisors, Inc $553
  4. 4
    Strategic Investment Solutions, Inc. /IL $135

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a C3 AI INC position has risen from 2 to 4 over the last 8 quarters of 13F filings.

0246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding C3 AI INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 DGS Capital Management, LLC 39,922 $538K 72.2%
2 Alpine Global Management, LLC 15,291 $206K 27.7%
3 Bell Investment Advisors, Inc 41 $553 0.1%
4 Strategic Investment Solutions, Inc. /IL 10 $135 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among C3 AI INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

DGS Capital Management, LLC $538K
Alpine Global Management, LLC $206K
Strategic Investment Solutions, Inc. /IL $135

Complete exits (7)

Liontrust Investment Partners LLP exited
CIBC Private Wealth Group LLC exited
CIBC Bancorp USA Inc. exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Asset Dedication, LLC exited
KERR FINANCIAL PLANNING Corp exited

Frequently Asked Questions

How many institutions hold C3 AI INC?▼
C3 AI INC is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of C3 AI INC?▼
Institutions report $745K of C3 AI INC as of Q4 2025.
How concentrated is ownership of C3 AI INC?▼
The top five institutional holders account for 100% of the reported institutional value in C3 AI INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of C3 AI INC?▼
DGS Capital Management, LLC is the largest reported holder of C3 AI INC with $538K across 39,922 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.