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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

Q1 2026 vs. Q4 2025

How the institutions holding SES AI Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of SES: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1302141+13
Shares75.8M11.4M73.6M+9.15M (+14.2%)
Value$136.4M$20.4M$70.7M−$45.2M (−39.0%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held SES AI Corp at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SES in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC9,471,108$9.11M0.00%
Marshall Wace, LLP2,669,589$2.56M0.00%
Vanguard Fiduciary Trust Co1,509,167$1.45M0.00%
Jacobs Levy Equity Management, Inc662,115$637.0K0.00%
CWM Advisors, LLC546,777$526.0K0.03%
Acadian Asset Management LLC359,067$341.0K0.00%
Brevan Howard Capital Management LP335,650$322.9K0.00%
Algert Global LLC311,390$299.6K0.00%
Allstate Corp253,925$244.3K0.00%
Vanguard Portfolio Management LLC242,906$233.7K0.00%
JPMorgan Chase & Co207,397$190.3K0.00%
Jupiter Asset Management Ltd149,285$143.6K0.00%
Vanguard Asset Management, Ltd139,451$134.2K0.00%
Vanguard Global Advisers, LLC108,498$104.4K0.00%
Diametric Capital, LP70,989$68.3K0.02%
IMC-Chicago, LLC70,776$68.1K0.00%
Catalyst Funds Management Pty Ltd67,700$65.1K0.01%
Group One Trading, L.P.59,073$56.8K0.00%
Vanguard Investments Australia, Ltd.57,120$54.9K0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)53,709$51.7K0.00%
SummitTX Capital, L.P.34,600$33.3K0.00%
State of Wyoming27,271$26.2K0.00%
CTC Alternative Strategies, Ltd.26,548$25.5K0.06%
GTS Securities LLC24,835$23.9K0.00%
Centiva Capital, LP23,323$22.4K0.00%
Commonwealth Equity Services, LLC21,412$20.6K0.00%
Prelude Capital Management, LLC17,970$17.3K0.00%
EntryPoint Capital, LLC17,727$17.1K0.00%
Arkadios Wealth Advisors12,442$12.0K0.00%
Founders Capital Management10,000$9.62K0.00%
CCG Wealth Management, LLC10,000$9.62K0.00%
Allworth Financial LP4,670$4.49K0.00%
Fifth Third Bancorp2,985$2.87K0.00%
Delos Wealth Advisors, LLC2,500$2.40K0.00%
Hurley Capital, LLC2,487$2.39K0.00%
Jones Financial Companies LLLP874$8630.00%
Noble Wealth Management PBC250$2410.00%
Federation des caisses Desjardins du Quebec150$1440.00%
MAI Capital Management8$80.00%

Sold out (26)

Institutions that held SES AI Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (2)

Institutions that held SES AI Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SES in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc11,352,732$20.4M
Comerica Bank2,985$5.37K