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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, Q1 2025

Institutional positions in SES AI Corp as of Mar 31, 2025. 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
103
+12 vs. Q4 2024
Shares held
78.3M
−9.88M (−11.2%) vs. Q4 2024
Total value
$40.8M
−$152.3M (−78.9%) vs. Q4 2024
New holders
29
28 more added
Sold out
17
30 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 holdersQ1 2025: 103 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 heldQ1 2025: $40.8M
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, Q1 2025

Shares, value and share of portfolio for each institution holding SES AI Corp; share changes are against Q4 2024.

Institutions holding SES in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Temasek Holdings (Private) Ltd28,069,319$14.6M0.06%−2,606,438−8.5%Reduced
BlackRock, Inc.10,338,017$5.38M0.00%+613,298+6.3%Added
Vanguard Group Inc8,921,766$4.65M0.00%+1,074,450+13.7%Added
UBS Group AG7,302,231$3.80M0.00%+3,204,643+78.2%Added
Geode Capital Management, LLC3,217,275$1.68M0.00%−42,938−1.3%Reduced
General Motors Holdings LLC2,921,950$1.52M1.63%−16,802,387−85.2%Reduced
State Street Corp2,692,414$1.40M0.00%−26,531−1.0%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH2,042,800$1.06M0.00%+2,042,800New
Charles Schwab Investment Management Inc1,200,895$625.3K0.00%+151,420+14.4%Added
AQR Capital Management LLC1,138,003$592.6K0.00%+1,090,875+2,314.7%Added
Northern Trust Corp1,112,128$579.1K0.00%−18,616−1.6%Reduced
Invesco Ltd.892,494$464.7K0.00%+837,982+1,537.2%Added
Squarepoint Ops LLC864,013$449.9K0.00%+703,087+436.9%Added
HITE Hedge Asset Management LLC651,883$339.4K0.02%+651,883New
Two Sigma Investments, LP635,103$330.7K0.00%+122,093+23.8%Added
Millennium Management LLC621,276$323.5K0.00%+225,977+57.2%Added
Susquehanna International Group, LLP512,034$266.6K0.00%+167,144+48.5%Added
Renaissance Technologies LLC450,000$234.3K0.00%−215,300−32.4%Reduced
Nuveen, LLC447,677$233.1K0.00%+447,677New
FIL Ltd400,000$208.3K0.00%00.0%Unchanged
Bank of New York Mellon Corp334,353$174.1K0.00%+10.0%Added
Morgan Stanley259,610$135.2K0.00%−41,006−13.6%Reduced
Goldman Sachs Group Inc231,400$120.5K0.00%−252,629−52.2%Reduced
JPMorgan Chase & Co184,153$95.9K0.00%−276,512−60.0%Reduced
Price T Rowe Associates Inc181,202$95.0K0.00%−87,200−32.5%Reduced
Barclays PLC160,388$83.5K0.00%−36,331−18.5%Reduced
Ieq Capital, LLC145,928$76.0K0.00%+145,928New
Rhumbline Advisers143,013$74.5K0.00%−14,477−9.2%Reduced
NewEdge Wealth, LLC141,330$73.6K0.00%+485+0.3%Added
Mariner, LLC116,140$60.5K0.00%+32,209+38.4%Added
Deutsche Bank AG108,145$56.2K0.00%−87,146−44.6%Reduced
Shay Capital LLC103,028$53.6K0.02%−150.0%Reduced
Intech Investment Management LLC97,420$50.7K0.00%+97,420New
Citigroup Inc95,619$49.8K0.00%−5,342−5.3%Reduced
Alliancebernstein L.P.85,260$44.4K0.00%−24,460−22.3%Reduced
Wells Fargo & Company79,221$41.3K0.00%+3,074+4.0%Added
Mirae Asset Global ETFs Holdings Ltd.76,983$40.1K0.00%+3,322+4.5%Added
Corebridge Financial, Inc.64,945$33.8K0.00%+197+0.3%Added
Bank of America Corp61,109$31.8K0.00%−53,772−46.8%Reduced
Voya Investment Management LLC59,367$30.9K0.00%+59,367New
SG Americas Securities, LLC56,244$29.0K0.00%+1,216+2.2%Added
CWM, LLC55,462$29.0K0.00%+51,832+1,427.9%Added
Signaturefd, LLC50,000$26.0K0.00%+50,000New
Wolverine Trading, LLC45,273$24.6K0.00%+12,223+37.0%Added
FMR LLC46,090$24.0K0.00%+11,334+32.6%Added
Police & Firemen's Retirement System of New Jersey42,081$21.9K0.00%00.0%Unchanged
Sitrin Capital Management LLC40,000$20.8K0.01%+40,000New
Engineers Gate Manager LP39,972$20.8K0.00%−2,015−4.8%Reduced
New York State Common Retirement Fund33,353$17.4K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC32,321$16.8K0.00%+32,321New
LPL Financial LLC30,010$15.6K0.00%−27,305−47.6%Reduced
CIBC World Markets Corp29,416$15.3K0.00%+17,228+141.4%Added
ProShare Advisors LLC28,697$14.9K0.00%−7,980−21.8%Reduced
Tower Research Capital LLC (TRC)28,590$14.9K0.00%+20,107+237.0%Added
Fidelis Capital Partners, LLC14,377$14.8K0.00%+14,377New
SBI Securities Co., Ltd.27,980$14.6K0.00%+14,433+106.5%Added
Pallas Capital Advisors LLC27,015$14.1K0.00%+27,015New
CIBC Private Wealth Group, LLC25,000$13.1K0.00%+20,000+400.0%Added
LGT Financial Advisors LLC23,570$12.3K0.04%00.0%Unchanged
Bank of Montreal22,086$11.5K0.00%00.0%Unchanged
Abel Hall, LLC21,957$11.4K0.01%−4,110−15.8%Reduced
Cresset Asset Management, LLC21,221$11.1K0.00%+933+4.6%Added
Modera Wealth Management, LLC21,000$10.9K0.00%+21,000New
Ethic Inc.19,195$10.5K0.00%−2,611−12.0%Reduced
LexAurum Advisors, LLC20,000$10.4K0.00%−5,000−20.0%Reduced
Mutual Advisors, LLC10,000$10.3K0.00%+10,000New
Verdence Capital Advisors LLC18,000$9.37K0.00%+18,000New
Two Sigma Advisers, LP16,800$8.75K0.00%−37,000−68.8%Reduced
Balyasny Asset Management LLC16,660$8.68K0.00%+16,660New
JustInvest LLC16,072$8.37K0.00%+621+4.0%Added
HSBC Holdings PLC15,498$8.23K0.00%+171+1.1%Added
Raymond James Financial Inc15,000$7.81K0.00%−10,000−40.0%Reduced
McAdam, LLC13,938$7.26K0.00%+13,938New
Advance Capital Management, Inc.13,888$7.23K0.00%+13,888New
Merit Financial Group, LLC12,385$6.45K0.00%+12,385New
Cerity Partners LLC12,233$6.37K0.00%+12,233New
Optas, LLC12,010$6.25K0.00%−100−0.8%Reduced
CIBC Asset Management Inc11,565$6.02K0.00%00.0%Unchanged
SEI Investments Co11,140$5.80K0.00%00.0%Unchanged
Stonebrook Private Inc.11,123$5.79K0.00%+11,123New
Legal & General Group Plc10,915$5.68K0.00%00.0%Unchanged
Mercer Global Advisors Inc10,677$5.56K0.00%+10,677New
Simplicity Wealth,LLC10,382$5.41K0.00%+10,382New
Ameritas Investment Partners, Inc.10,311$5.37K0.00%00.0%Unchanged
Principal Financial Group Inc10,015$5.21K0.00%+10,015New
Brookstone Capital Management10,000$5.21K0.00%+10,000New
Kestra Advisory Services, LLC10,000$5.21K0.00%+10,000New
BNP Paribas Arbitrage, SA9,813$5.11K0.00%−10,263−51.1%Reduced
California State Teachers Retirement System9,437$4.91K0.00%00.0%Unchanged
Royal Bank of Canada8,215$4.00K0.00%−9,060−52.4%Reduced
Amalgamated Bank4,210$2.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.3,100$1.61K0.00%+3,000+3,000.0%Added
Sterling Capital Management LLC2,157$1.12K0.00%−1,910−47.0%Reduced
US Bancorp2,000$1.04K0.00%00.0%Unchanged
True Wealth Design, LLC1,859$9680.00%+1,859New
Coldstream Capital Management Inc1,497$7800.00%+1,497New
Nisa Investment Advisors, LLC1,100$5730.00%−1,221−52.6%Reduced
CoreCap Advisors, LLC854$4450.00%00.0%Unchanged
EverSource Wealth Advisors, LLC819$4260.00%+819New
Signature Resources Capital Management, LLC750$3910.00%00.0%Unchanged