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SES AI Corp

SES
Exchange
NYSE
Industry
Miscellaneous Electrical Machinery, Equipment & Supplies
SEC CIK
0001819142

No open-market purchases or sales by SES AI Corp insiders were filed in the last 90 days; 130 institutions reported holding it in 13F filings for Q2 2026, worth $86.4M in total; no superinvestor holds it.

Other share classesSESCW

13F holders, Q4 2022

Institutional positions in SES AI Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
58
+4 vs. Q3 2022
Shares held
100.0M
+980.3K (+1.0%) vs. Q3 2022
Total value
$314.8M
−$168.1M (−34.8%) vs. Q3 2022
New holders
12
20 more added
Sold out
8
16 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 58 institutions
Q1 2021: 1 institutionQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 3 institutionsQ1 2022: 45 institutionsQ2 2022: 52 institutionsQ3 2022: 54 institutionsQ4 2022: 58 institutionsQ1 2023: 64 institutionsQ2 2023: 78 institutionsQ3 2023: 83 institutionsQ4 2023: 80 institutionsQ1 2024: 80 institutionsQ2 2024: 77 institutionsQ3 2024: 92 institutionsQ4 2024: 92 institutionsQ1 2025: 103 institutionsQ2 2025: 110 institutionsQ3 2025: 96 institutionsQ4 2025: 130 institutionsQ1 2026: 141 institutionsQ2 2026: 130 institutions
Value heldQ4 2022: $314.8M
Q1 2021: $4.53MQ2 2021: $0Q3 2021: $0Q4 2021: $3.01MQ1 2022: $774.4MQ2 2022: $344.2MQ3 2022: $483.0MQ4 2022: $314.8MQ1 2023: $288.8MQ2 2023: $260.4MQ3 2023: $237.2MQ4 2023: $193.4MQ1 2024: $175.2MQ2 2024: $128.9MQ3 2024: $61.5MQ4 2024: $194.1MQ1 2025: $40.8MQ2 2025: $56.0MQ3 2025: $102.1MQ4 2025: $136.4MQ1 2026: $70.7MQ2 2026: $86.4M
Institutions holding SES and their total value by quarter
QuarterHoldersValue
Q2 2026130$86.4M
Q1 2026141$70.7M
Q4 2025130$136.4M
Q3 202596$102.1M
Q2 2025110$56.0M
Q1 2025103$40.8M
Q4 202492$194.1M
Q3 202492$61.5M
Q2 202477$128.9M
Q1 202480$175.2M
Q4 202380$193.4M
Q3 202383$237.2M
Q2 202378$260.4M
Q1 202364$288.8M
Q4 202258$314.8M
Q3 202254$483.0M
Q2 202252$344.2M
Q1 202245$774.4M
Q4 20213$3.01M
Q3 20210$0
Q2 20210$0
Q1 20211$4.53M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding SES AI Corp; share changes are against Q3 2022.

Institutions holding SES in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Temasek Holdings (Private) Ltd34,675,757$109.2M0.64%00.0%Unchanged
General Motors Holdings LLC33,056,337$104.1M86.83%00.0%Unchanged
Vanguard Group Inc11,262,307$35.5M0.00%+302,744+2.8%Added
Kim, LLC5,000,000$15.8M0.87%00.0%Unchanged
TFC Financial Management3,163,641$9.97M2.87%00.0%Unchanged
Invesco Ltd.2,954,745$9.31M0.00%+112,164+3.9%Added
BlackRock Inc.2,940,491$9.26M0.00%+825,213+39.0%Added
Geode Capital Management, LLC1,233,024$3.88M0.00%+26,524+2.2%Added
State Street Corp850,083$2.68M0.00%+92,763+12.2%Added
Charles Schwab Investment Management Inc741,553$2.34M0.00%+16,857+2.3%Added
Luxor Capital Group, LP548,932$1.73M0.15%−331,905−37.7%Reduced
Hel Ved Capital Management Ltd500,000$1.57M1.01%00.0%Unchanged
Franklin Resources Inc459,100$1.45M0.00%−124,900−21.4%Reduced
FIL Ltd400,000$1.26M0.00%−160,000−28.6%Reduced
Northern Trust Corp302,105$951.6K0.00%+25,867+9.4%Added
Swiss National Bank257,200$810.2K0.00%+42,300+19.7%Added
Vontobel Holding Ltd.246,596$776.8K0.01%+246,596New
Bank of America Corp159,953$503.9K0.00%−68,912−30.1%Reduced
Walleye Capital LLC153,286$482.9K0.01%+153,286New
Boston Private Wealth LLC140,845$443.7K0.01%00.0%Unchanged
California State Teachers Retirement System92,532$291.5K0.00%+14,067+17.9%Added
Goldman Sachs Group Inc80,530$253.7K0.00%−64,758−44.6%Reduced
Credit Suisse AG64,718$203.9K0.00%+3,680+6.0%Added
JPMorgan Chase & Co62,986$198.0K0.00%+9,025+16.7%Added
Bank of New York Mellon Corp61,385$193.4K0.00%−19,874−24.5%Reduced
Jane Street Group, LLC56,284$177.3K0.00%+43,719+347.9%Added
UBS Asset Management Americas Inc43,234$136.2K0.00%−46,074−51.6%Reduced
LPL Financial LLC42,805$134.8K0.00%−12,000−21.9%Reduced
D. E. Shaw & Co., Inc.42,702$134.5K0.00%+42,702New
Arizona State Retirement System30,061$94.7K0.00%+5,279+21.3%Added
Legal & General Group Plc29,640$93.4K0.00%+6,724+29.3%Added
Kepos Capital LP29,200$92.0K0.01%00.0%Unchanged
XTX Topco Ltd29,025$91.4K0.02%+29,025New
Millennium Management LLC28,363$89.0K0.00%−14,066−33.2%Reduced
Handelsbanken Fonder AB23,700$75.0K0.00%+23,700New
Janus Henderson Group PLC22,952$71.9K0.00%+1,418+6.6%Added
Victory Capital Management Inc20,486$64.5K0.00%−4,743−18.8%Reduced
Pictet Asset Management SA18,874$59.0K0.00%+18,874New
Exchange Traded Concepts, LLC14,721$46.4K0.00%+289+2.0%Added
Rhumbline Advisers13,875$44.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)13,826$43.6K0.00%−5,123−27.0%Reduced
State of Wisconsin Investment Board13,286$41.9K0.00%−3,565−21.2%Reduced
Morgan Stanley12,599$39.7K0.00%−19,349−60.6%Reduced
Teacher Retirement System of Texas12,042$38.0K0.00%−811−6.3%Reduced
Cresset Asset Management, LLC10,450$32.9K0.00%00.0%Unchanged
UBS Group AG9,244$29.1K0.00%+4,903+112.9%Added
Citigroup Inc7,584$23.9K0.00%−1,712−18.4%Reduced
Group One Trading, L.P.5,451$17.2K0.00%+5,451New
Simplex Trading, LLC3,302$10.0K0.00%+2,120+179.4%Added
Tower Research Capital LLC (TRC)2,970$9.00K0.00%+1,394+88.5%Added
Advisory Services Network, LLC2,000$6.30K0.00%+2,000New
Royal Bank of Canada1,399$5.00K0.00%−353−20.1%Reduced
Van Eck Associates Corp1,588$5.00K0.00%+1,588New
Citadel Advisors LLC1,527$4.81K0.00%+1,527New
Wells Fargo & Company974$3.07K0.00%+4+0.4%Added
US Bancorp113$3560.00%+113New
Advisor Group Holdings, Inc.10$00.00%00.0%Unchanged
PrairieView Partners, LLC250$00.00%+250New
Williams Jones Wealth Management, LLC.0$00.00%−100,000−100.0%Sold out
Polar Capital Holdings Plc0$00.00%−47,501−100.0%Sold out
FMR LLC0$00.00%−26,867−100.0%Sold out
Virtu Financial LLC0$00.00%−14,843−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−8,910−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−4,100−100.0%Sold out
Cutler Group LP0$00.00%−999−100.0%Sold out
O'Dell Group, LLC0$00.00%−500−100.0%Sold out