10 institutions reported holding $1.6M of C3.ai (AI) in SEC 13F filings for 2026-06-30. Largest institutional holders: 180 WEALTH ADVISORS, LLC ($813,897), Shearwater Capital LLC ($643,808), Versant Capital Management, Inc ($62,348), CoreCap Advisors, LLC ($55,858), GAMMA Investing LLC ($30,606). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 180 WEALTH ADVISORS, LLC | $813,897 | 89,538 | Added |
| 2 | Shearwater Capital LLC | $643,808 | 70,826 | Added |
| 3 | Versant Capital Management, Inc | $62,348 | 6,859 | Added |
| 4 | CoreCap Advisors, LLC | $55,858 | 6,145 | Added |
| 5 | GAMMA Investing LLC | $30,606 | 3,367 | Added |
| 6 | MassMutual Private Wealth & Trust, FSB | $4,881 | 537 | Added |
| 7 | Kozak & Associates, Inc. | $3,301 | 350 | Hold |
| 8 | EASTERN BANK | $909 | 100 | Hold |
| 9 | KERR FINANCIAL PLANNING Corp | $255 | 28 | Added |
| 10 | Strategic Investment Solutions, Inc. /IL | $91 | 10 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30