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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, Q2 2025

Institutional positions in SES AI Corp as of Jun 30, 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
110
+7 vs. Q1 2025
Shares held
64.3M
−14.0M (−17.9%) vs. Q1 2025
Total value
$56.0M
+$15.3M (+37.4%) vs. Q1 2025
New holders
40
26 more added
Sold out
33
29 more reduced

Compare with Q1 2025: 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 holdersQ2 2025: 110 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 heldQ2 2025: $56.0M
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, Q2 2025

Shares, value and share of portfolio for each institution holding SES AI Corp; share changes are against Q1 2025.

Institutions holding SES in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada251$00.00%−7,964−96.9%Reduced
PrairieView Partners, LLC250$00.00%00.0%Unchanged
Barclays PLC1$10.00%−160,387−100.0%Reduced
Allworth Financial LP10$90.00%+10New
IFP Advisors, Inc120$1070.00%+120New
Clearstead Advisors, LLC200$1780.00%+200New
The PNC Financial Services Group, Inc.209$1860.00%+197+1,641.7%Added
Parallel Advisors, LLC410$3640.00%+410New
North Star Investment Management Corp.500$4440.00%00.0%Unchanged
Signature Resources Capital Management, LLC750$6660.00%00.0%Unchanged
Essential Partners LLC1,406$1.25K0.00%+1,406New
US Bancorp2,000$1.78K0.00%00.0%Unchanged
True Wealth Design, LLC2,007$1.78K0.00%+148+8.0%Added
Nisa Investment Advisors, LLC2,477$2.20K0.00%+1,377+125.2%Added
Bank of America Corp2,923$2.60K0.00%−58,186−95.2%Reduced
Comerica Bank2,985$2.65K0.00%+2,985New
BNP Paribas Arbitrage, SA3,672$3.26K0.00%−6,141−62.6%Reduced
Citigroup Inc4,054$3.60K0.00%−91,565−95.8%Reduced
Advisor Group Holdings, Inc.4,100$3.61K0.00%+1,000+32.3%Added
EverSource Wealth Advisors, LLC6,435$5.72K0.00%+5,616+685.7%Added
JPMorgan Chase & Co10,428$9.26K0.00%−173,725−94.3%Reduced
Stonebrook Private Inc.10,478$9.31K0.00%−645−5.8%Reduced
Captrust Financial Advisors10,854$9.64K0.00%+10,854New
Mercer Global Advisors Inc11,193$9.94K0.00%+516+4.8%Added
HBK Sorce Advisory LLC11,278$10.0K0.00%+11,278New
CIBC Asset Management Inc11,565$10.3K0.00%00.0%Unchanged
Optas, LLC12,493$11.1K0.00%+483+4.0%Added
Merit Financial Group, LLC12,584$11.2K0.00%+199+1.6%Added
Quantinno Capital Management LP13,198$11.7K0.00%+13,198New
Mutual Advisors, LLC10,000$11.8K0.00%00.0%Unchanged
Advance Capital Management, Inc.13,888$12.3K0.00%00.0%Unchanged
Verdence Capital Advisors LLC14,000$12.4K0.00%−4,000−22.2%Reduced
Bank of New York Mellon Corp14,031$12.5K0.00%−320,322−95.8%Reduced
Advisory Services Network, LLC10,000$13.0K0.00%+10,000New
ExodusPoint Capital Management, LP14,137$13.0K0.00%+14,137New
Raymond James Financial Inc15,000$13.3K0.00%00.0%Unchanged
Fidelis Capital Partners, LLC14,396$15.1K0.00%+19+0.1%Added
Cerity Partners LLC18,501$16.4K0.00%+6,268+51.2%Added
Bayesian Capital Management, LP18,900$16.8K0.00%+18,900New
Ground Swell Capital, LLC20,006$17.8K0.03%+20,006New
Two Sigma Securities, LLC20,077$17.8K0.00%+20,077New
McAdam, LLC21,254$18.9K0.00%+7,316+52.5%Added
Jump Financial, LLC21,932$19.5K0.00%+21,932New
Bank of Montreal22,086$19.6K0.00%00.0%Unchanged
Abel Hall, LLC23,063$20.5K0.01%+1,106+5.0%Added
LGT Financial Advisors LLC23,570$20.9K0.05%00.0%Unchanged
National Bank of Canada25,100$22.3K0.00%+25,100New
Victory Capital Management Inc25,835$22.9K0.00%+25,835New
Pallas Capital Advisors LLC26,773$23.8K0.00%−242−0.9%Reduced
SG Americas Securities, LLC28,400$25.0K0.00%−27,844−49.5%Reduced
HRT Financial LP31,124$27.0K0.00%+31,124New
LPL Financial LLC31,060$27.6K0.00%+1,050+3.5%Added
Wells Fargo & Company33,192$29.5K0.00%−46,029−58.1%Reduced
Hudson Bay Capital Management LP34,590$30.7K0.00%+34,590New
Wolverine Trading, LLC34,799$30.9K0.00%−10,474−23.1%Reduced
Wealth Enhancement Advisory Services, LLC35,450$31.3K0.00%+3,129+9.7%Added
JustInvest LLC38,006$33.8K0.00%+21,934+136.5%Added
Group One Trading, L.P.38,299$34.0K0.00%+38,299New
Schonfeld Strategic Advisors LLC39,211$34.8K0.00%+39,211New
Callan Family Office, LLC42,551$37.8K0.00%+42,551New
FMR LLC43,303$38.5K0.00%−2,787−6.0%Reduced
Engineers Gate Manager LP45,488$40.4K0.00%+5,516+13.8%Added
Laurion Capital Management LP45,537$40.5K0.00%+45,537New
Y-Intercept (Hong Kong) Ltd46,493$41.3K0.00%+46,493New
Gotham Asset Management, LLC47,120$41.9K0.00%+47,120New
Ionic Capital Management LLC47,571$42.3K0.05%+47,571New
Signaturefd, LLC50,000$44.4K0.00%00.0%Unchanged
Mariner, LLC51,273$45.5K0.00%−64,867−55.9%Reduced
CWM, LLC54,832$49.0K0.00%−630−1.1%Reduced
Virtu Financial LLC55,099$49.0K0.00%+55,099New
Sitrin Capital Management LLC60,000$53.3K0.03%+20,000+50.0%Added
Catalyst Funds Management Pty Ltd62,300$55.3K0.02%+62,300New
Morgan Stanley67,985$60.4K0.00%−191,625−73.8%Reduced
SBI Securities Co., Ltd.67,988$60.4K0.00%+40,008+143.0%Added
FNY Investment Advisers, LLC73,225$65.0K0.03%+73,225New
Tower Research Capital LLC (TRC)93,051$82.7K0.00%+64,461+225.5%Added
Shay Capital LLC101,628$90.3K0.02%−1,400−1.4%Reduced
Quantessence Capital LLC102,207$90.8K0.03%+102,207New
Squarepoint Ops LLC107,572$95.6K0.00%−756,441−87.5%Reduced
Ieq Capital, LLC118,068$104.9K0.00%−27,860−19.1%Reduced
Price T Rowe Associates Inc124,600$110.0K0.00%−56,602−31.2%Reduced
Kestra Advisory Services, LLC125,640$111.6K0.00%+115,640+1,156.4%Added
Farther Finance Advisors, LLC140,845$125.1K0.00%+140,845New
Jain Global LLC160,851$142.9K0.00%+160,851New
Aster Capital Management (DIFC) Ltd172,874$153.6K0.03%+172,874New
Brevan Howard Capital Management LP230,089$204.8K0.00%+230,089New
Citadel Advisors LLC262,947$233.6K0.00%+262,947New
Susquehanna International Group, LLP270,984$240.7K0.00%−241,050−47.1%Reduced
Goldman Sachs Group Inc339,519$301.6K0.00%+108,119+46.7%Added
Northern Trust Corp355,492$315.8K0.00%−756,636−68.0%Reduced
FIL Ltd400,000$355.3K0.00%00.0%Unchanged
Jane Street Group, LLC560,405$497.8K0.00%+560,405New
Franklin Resources Inc611,408$543.1K0.00%+611,408New
HITE Hedge Asset Management LLC651,883$579.1K0.03%00.0%Unchanged
Two Sigma Investments, LP667,406$592.9K0.00%+32,303+5.1%Added
State Street Corp668,828$594.1K0.00%−2,023,586−75.2%Reduced
XTX Topco Ltd761,033$676.0K0.03%+761,033New
Baird Financial Group, Inc.775,105$688.5K0.00%+775,105New
Charles Schwab Investment Management Inc880,632$782.3K0.00%−320,263−26.7%Reduced
Invesco Ltd.920,259$817.5K0.00%+27,765+3.1%Added