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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
Price T Rowe Associates Inc0$00.00%−124,600−100.0%Sold out
Ieq Capital, LLC0$00.00%−118,068−100.0%Sold out
Quantessence Capital LLC0$00.00%−102,207−100.0%Sold out
Ionic Capital Management LLC0$00.00%−47,571−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−46,493−100.0%Sold out
Laurion Capital Management LP0$00.00%−45,537−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−39,211−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−35,450−100.0%Sold out
Wolverine Trading, LLC0$00.00%−34,799−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−34,590−100.0%Sold out
HRT Financial LP0$00.00%−31,124−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−26,773−100.0%Sold out
National Bank of Canada0$00.00%−25,100−100.0%Sold out
Jump Financial, LLC0$00.00%−21,932−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−20,077−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−20,006−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−18,900−100.0%Sold out
Cerity Partners LLC0$00.00%−18,501−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−14,137−100.0%Sold out
Merit Financial Group, LLC0$00.00%−12,584−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−11,193−100.0%Sold out
Captrust Financial Advisors0$00.00%−10,854−100.0%Sold out
JPMorgan Chase & Co0$00.00%−10,428−100.0%Sold out
True Wealth Design, LLC0$00.00%−2,007−100.0%Sold out
Essential Partners LLC0$00.00%−1,406−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−200−100.0%Sold out
Allworth Financial LP0$00.00%−10−100.0%Sold out
PrairieView Partners, LLC––––Not filed