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