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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, Q3 2025

Institutional positions in SES AI Corp as of Sep 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
96
−13 vs. Q2 2025
Shares held
61.1M
−3.18M (−4.9%) vs. Q2 2025
Total value
$102.1M
+$46.1M (+82.2%) vs. Q2 2025
New holders
18
29 more added
Sold out
31
31 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 96 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 heldQ3 2025: $102.1M
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, Q3 2025

Shares, value and share of portfolio for each institution holding SES AI Corp; share changes are against Q2 2025.

Institutions holding SES in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Temasek Holdings (Private) Ltd12,675,757$21.2M0.07%−15,393,562−54.8%Reduced
Vanguard Group Inc11,083,010$18.5M0.00%+1,927,945+21.1%Added
BlackRock, Inc.4,500,263$7.52M0.00%+1,658,299+58.4%Added
Millennium Management LLC4,426,284$7.39M0.01%+2,519,665+132.2%Added
Citadel Advisors LLC4,095,733$6.84M0.01%+3,832,786+1,457.6%Added
Geode Capital Management, LLC2,992,701$5.00M0.00%+1,237,105+70.5%Added
General Motors Holdings LLC2,921,950$4.88M2.75%00.0%Unchanged
Two Sigma Investments, LP1,891,079$3.16M0.00%+1,223,673+183.3%Added
Baird Financial Group, Inc.1,608,748$2.69M0.00%+833,643+107.6%Added
Charles Schwab Investment Management Inc1,589,550$2.65M0.00%+708,918+80.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH1,500,000$2.50M0.00%−500,000−25.0%Reduced
Jane Street Group, LLC1,499,834$2.50M0.00%+939,429+167.6%Added
State Street Corp1,153,782$1.93M0.00%+484,954+72.5%Added
Invesco Ltd.1,026,371$1.71M0.00%+106,112+11.5%Added
Gsa Capital Partners LLP860,461$1.44M0.12%−948,993−52.4%Reduced
Susquehanna International Group, LLP685,868$1.15M0.00%+414,884+153.1%Added
Quadrature Capital Ltd553,525$924.4K0.01%+553,525New
Northern Trust Corp536,306$895.6K0.00%+180,814+50.9%Added
Cinctive Capital Management LP515,317$860.6K0.04%+515,317New
XTX Topco Ltd422,471$705.5K0.04%−338,562−44.5%Reduced
FIL Ltd400,000$668.0K0.00%00.0%Unchanged
Polen Capital Management LLC399,134$666.6K0.00%+399,134New
Two Sigma Advisers, LP384,300$641.8K0.00%+384,300New
Kestra Advisory Services, LLC364,885$609.4K0.00%+239,245+190.4%Added
UBS Group AG329,378$550.1K0.00%−974,396−74.7%Reduced
HITE Hedge Asset Management LLC306,121$511.2K0.03%−345,762−53.0%Reduced
SBI Securities Co., Ltd.229,470$383.2K0.01%+161,482+237.5%Added
MYDA Advisors LLC170,000$283.9K0.09%+170,000New
Farther Finance Advisors, LLC141,019$235.5K0.00%+174+0.1%Added
Goldman Sachs Group Inc112,467$187.8K0.00%−227,052−66.9%Reduced
Engineers Gate Manager LP100,477$167.8K0.00%+54,989+120.9%Added
Shay Capital LLC84,139$140.5K0.03%−17,489−17.2%Reduced
Squarepoint Ops LLC81,050$135.4K0.00%−26,522−24.7%Reduced
Renaissance Technologies LLC78,000$130.3K0.00%+78,000New
Morgan Stanley69,227$115.6K0.00%+1,242+1.8%Added
Group One Trading, L.P.64,444$107.6K0.00%+26,145+68.3%Added
Acadian Asset Management LLC64,085$106.0K0.00%+64,085New
Caitong International Asset Management Co., Ltd62,776$104.8K0.07%+62,776New
Sitrin Capital Management LLC60,000$100.2K0.05%00.0%Unchanged
Bank of America Corp55,997$93.5K0.00%+53,074+1,815.7%Added
Simplex Trading, LLC55,024$91.0K0.00%+55,024New
Bank of Nova Scotia54,300$90.7K0.00%+54,300New
Cubist Systematic Strategies, LLC51,617$86.2K0.00%+51,617New
Signaturefd, LLC50,000$83.5K0.00%00.0%Unchanged
Catalyst Funds Management Pty Ltd46,800$78.2K0.01%−15,500−24.9%Reduced
Banco BTG Pactual S.A.46,640$77.9K0.01%+46,640New
FMR LLC44,145$73.7K0.00%+842+1.9%Added
Citigroup Inc41,756$69.7K0.00%+37,702+930.0%Added
JustInvest LLC37,938$63.4K0.00%−68−0.2%Reduced
Bank of Montreal37,086$61.9K0.00%+15,000+67.9%Added
Bank of New York Mellon Corp31,706$52.9K0.00%+17,675+126.0%Added
Callan Family Office, LLC31,275$52.2K0.00%−11,276−26.5%Reduced
Gotham Asset Management, LLC30,054$50.2K0.00%−17,066−36.2%Reduced
Verdence Capital Advisors LLC20,000$48.8K0.00%+6,000+42.9%Added
Lido Advisors, LLC27,000$45.1K0.00%+27,000New
LPL Financial LLC26,360$44.0K0.00%−4,700−15.1%Reduced
AQR Capital Management LLC26,263$43.9K0.00%−1,182,767−97.8%Reduced
Victory Capital Management Inc25,602$42.8K0.00%−233−0.9%Reduced
McAdam, LLC24,928$41.6K0.00%+3,674+17.3%Added
HBK Sorce Advisory LLC11,210$39.7K0.00%−68−0.6%Reduced
LGT Financial Advisors LLC23,570$39.4K0.08%00.0%Unchanged
Abel Hall, LLC23,063$38.5K0.02%00.0%Unchanged
Raymond James Financial Inc20,268$33.8K0.00%+5,268+35.1%Added
SG Americas Securities, LLC19,841$33.0K0.00%−8,559−30.1%Reduced
Virtu Financial LLC19,025$32.0K0.00%−36,074−65.5%Reduced
Tower Research Capital LLC (TRC)17,004$28.4K0.00%−76,047−81.7%Reduced
CI Private Wealth, LLC15,000$25.1K0.00%+15,000New
Fidelis Capital Partners, LLC14,405$24.1K0.00%+9+0.1%Added
Mutual Advisors, LLC10,000$23.7K0.00%00.0%Unchanged
Advance Capital Management, Inc.13,888$23.2K0.00%00.0%Unchanged
Quantinno Capital Management LP13,198$22.0K0.00%00.0%Unchanged
Optas, LLC12,493$20.9K0.00%00.0%Unchanged
CIBC Asset Management Inc11,565$19.3K0.00%00.0%Unchanged
Mariner, LLC11,222$18.7K0.00%−40,051−78.1%Reduced
Stonebrook Private Inc.10,263$17.1K0.00%−215−2.1%Reduced
FNY Investment Advisers, LLC10,200$17.0K0.01%−63,025−86.1%Reduced
Royal Bank of Canada10,575$17.0K0.00%+10,324+4,113.1%Added
Advisory Services Network, LLC10,000$16.7K0.00%00.0%Unchanged
Custos Family Office, LLC10,000$16.7K0.01%+10,000New
EverSource Wealth Advisors, LLC3,703$6.18K0.00%−2,732−42.5%Reduced
Advisor Group Holdings, Inc.3,100$5.36K0.00%−1,000−24.4%Reduced
CWM, LLC2,803$5.00K0.00%−52,029−94.9%Reduced
Comerica Bank2,985$4.99K0.00%00.0%Unchanged
US Bancorp2,000$3.34K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,507$2.52K0.00%−970−39.2%Reduced
BNP Paribas Arbitrage, SA1,342$2.24K0.00%−2,330−63.5%Reduced
Kozak & Associates, Inc.1,000$1.89K0.00%+1,000New
Wells Fargo & Company1,000$1.67K0.00%−32,192−97.0%Reduced
Signature Resources Capital Management, LLC750$1.25K0.00%00.0%Unchanged
North Star Investment Management Corp.500$8350.00%00.0%Unchanged
Financial Consulate, Inc500$8350.00%+500New
Parallel Advisors, LLC410$6850.00%00.0%Unchanged
The PNC Financial Services Group, Inc.89$1490.00%−120−57.4%Reduced
IFP Advisors, Inc89$1490.00%−31−25.8%Reduced
SRS Capital Advisors, Inc.24$400.00%+24New
Barclays PLC1$20.00%00.0%Unchanged
Franklin Resources Inc0$00.00%−611,408−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−230,089−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−172,874−100.0%Sold out
Jain Global LLC0$00.00%−160,851−100.0%Sold out