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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, Q4 2025

Institutional positions in SES AI Corp as of Dec 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
130
+35 vs. Q3 2025
Shares held
75.8M
+14.7M (+24.1%) vs. Q3 2025
Total value
$136.4M
+$34.4M (+33.7%) vs. Q3 2025
New holders
45
35 more added
Sold out
10
28 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 130 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 heldQ4 2025: $136.4M
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, Q4 2025

Shares, value and share of portfolio for each institution holding SES AI Corp; share changes are against Q3 2025.

Institutions holding SES in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
AQR Capital Management LLC11,211$20.2K0.00%−15,052−57.3%Reduced
SmartHarvest Portfolios, LLC10,790$19.4K0.01%+10,790New
Creative Planning10,119$18.2K0.00%+10,119New
CI Private Wealth, LLC10,000$18.0K0.00%−5,000−33.3%Reduced
Mutual Advisors, LLC10,000$18.0K0.00%00.0%Unchanged
Advisory Services Network, LLC10,000$18.0K0.00%00.0%Unchanged
Custos Family Office, LLC10,000$18.0K0.01%00.0%Unchanged
Nicholson Wealth Management Group, LLC10,000$18.0K0.01%+10,000New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,540$6.00K0.00%+3,540New
EverSource Wealth Advisors, LLC3,013$5.42K0.00%−690−18.6%Reduced
Comerica Bank2,985$5.37K0.00%00.0%Unchanged
Financial Consulate, Inc2,500$4.50K0.00%+2,000+400.0%Added
CWM, LLC2,164$4.00K0.00%−639−22.8%Reduced
US Bancorp2,000$3.60K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,207$2.17K0.00%−300−19.9%Reduced
Kozak & Associates, Inc.1,000$2.13K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC750$1.35K0.00%00.0%Unchanged
North Star Investment Management Corp.500$9000.00%00.0%Unchanged
Root Financial Partners, LLC417$7510.00%+417New
Parallel Advisors, LLC410$7380.00%00.0%Unchanged
Advisor Group Holdings, Inc.300$5400.00%−2,800−90.3%Reduced
GWM Advisors LLC250$4500.00%+250New
Concord Wealth Partners250$4500.00%+250New
Vermillion & White Wealth Management Group, LLC166$2980.00%+166New
The PNC Financial Services Group, Inc.89$1600.00%00.0%Unchanged
SHP Wealth Management50$900.00%+50New
Northwestern Mutual Wealth Management Co25$450.00%+25New
SRS Capital Advisors, Inc.24$430.00%00.0%Unchanged
Royal Bank of Canada415$00.00%−10,160−96.1%Reduced
FNY Investment Advisers, LLC100$00.00%−10,100−99.0%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH0$00.00%−1,500,000−100.0%Sold out
MYDA Advisors LLC0$00.00%−170,000−100.0%Sold out
Group One Trading, L.P.0$00.00%−64,444−100.0%Sold out
Acadian Asset Management LLC0$00.00%−64,085−100.0%Sold out
Simplex Trading, LLC0$00.00%−55,024−100.0%Sold out
Bank of Nova Scotia0$00.00%−54,300−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−46,800−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−46,640−100.0%Sold out
Stonebrook Private Inc.0$00.00%−10,263−100.0%Sold out
IFP Advisors, Inc0$00.00%−89−100.0%Sold out
Cubist Systematic Strategies, LLC––––Not filed