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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, Q1 2026

Institutional positions in SES AI Corp as of Mar 31, 2026. 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
141
+13 vs. Q4 2025
Shares held
73.6M
+9.15M (+14.2%) vs. Q4 2025
Total value
$70.7M
−$45.2M (−39.0%) vs. Q4 2025
New holders
39
39 more added
Sold out
26
34 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 141 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 heldQ1 2026: $70.7M
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, Q1 2026

Shares, value and share of portfolio for each institution holding SES AI Corp; share changes are against Q4 2025.

Institutions holding SES in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada287$00.00%−128−30.8%Reduced
MAI Capital Management8$80.00%+8New
SRS Capital Advisors, Inc.14$230.00%−10−41.7%Reduced
Northwestern Mutual Wealth Management Co30$290.00%+5+20.0%Added
The PNC Financial Services Group, Inc.89$860.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec150$1440.00%+150New
GWM Advisors LLC250$2410.00%00.0%Unchanged
Noble Wealth Management PBC250$2410.00%+250New
Parallel Advisors, LLC410$3940.00%00.0%Unchanged
Root Financial Partners, LLC417$4010.00%00.0%Unchanged
North Star Investment Management Corp.500$4810.00%00.0%Unchanged
Signature Resources Capital Management, LLC750$7220.00%00.0%Unchanged
Jones Financial Companies LLLP874$8630.00%+874New
Kozak & Associates, Inc.1,000$1.01K0.00%00.0%Unchanged
CWM, LLC1,119$1.08K0.00%−1,045−48.3%Reduced
Nisa Investment Advisors, LLC1,207$1.16K0.00%00.0%Unchanged
Financial Consulate, Inc2,000$1.92K0.00%−500−20.0%Reduced
EverSource Wealth Advisors, LLC2,003$1.93K0.00%−1,010−33.5%Reduced
Hurley Capital, LLC2,487$2.39K0.00%+2,487New
Delos Wealth Advisors, LLC2,500$2.40K0.00%+2,500New
Fifth Third Bancorp2,985$2.87K0.00%+2,985New
Allworth Financial LP4,670$4.49K0.00%+4,670New
Advisor Group Holdings, Inc.6,266$6.01K0.00%+5,966+1,988.7%Added
Mutual Advisors, LLC10,000$9.62K0.00%00.0%Unchanged
Founders Capital Management10,000$9.62K0.00%+10,000New
CCG Wealth Management, LLC10,000$9.62K0.00%+10,000New
McAdam, LLC10,643$10.2K0.00%−10,396−49.4%Reduced
SmartHarvest Portfolios, LLC10,789$10.4K0.00%−10.0%Reduced
HBK Sorce Advisory LLC11,210$10.4K0.00%00.0%Unchanged
Gotham Asset Management, LLC10,982$10.6K0.00%−3,697−25.2%Reduced
Cambridge Investment Research Advisors, Inc.11,773$11.0K0.00%−1,850−13.6%Reduced
CIBC Asset Management Inc11,565$11.1K0.00%00.0%Unchanged
Arkadios Wealth Advisors12,442$12.0K0.00%+12,442New
Optas, LLC12,493$12.0K0.00%00.0%Unchanged
Insigneo Advisory Services, LLC13,339$12.8K0.00%00.0%Unchanged
Gainplan LLC13,556$13.0K0.01%−2,944−17.8%Reduced
Advance Capital Management, Inc.13,888$13.4K0.00%00.0%Unchanged
LGT Financial Advisors LLC14,090$13.6K0.07%00.0%Unchanged
Fidelis Capital Partners, LLC14,473$13.9K0.00%+62+0.4%Added
Quantinno Capital Management LP14,693$14.1K0.00%+1,495+11.3%Added
Ashton Thomas Private Wealth, LLC17,207$16.6K0.00%−4,140−19.4%Reduced
EntryPoint Capital, LLC17,727$17.1K0.00%+17,727New
Prelude Capital Management, LLC17,970$17.3K0.00%+17,970New
State of Wisconsin Investment Board18,700$18.0K0.00%+6,708+55.9%Added
Raymond James Financial Inc19,358$18.6K0.00%−6,392−24.8%Reduced
CI Private Wealth, LLC20,000$19.2K0.00%+10,000+100.0%Added
Commonwealth Equity Services, LLC21,412$20.6K0.00%+21,412New
Bank of Montreal22,086$21.2K0.00%−35,807−61.9%Reduced
AQR Capital Management LLC22,140$21.3K0.00%+10,929+97.5%Added
Pictet Asset Management Holding SA23,042$22.2K0.00%00.0%Unchanged
Abel Hall, LLC23,063$22.2K0.00%00.0%Unchanged
Centiva Capital, LP23,323$22.4K0.00%+23,323New
Engineers Gate Manager LP24,692$23.8K0.00%+1,473+6.3%Added
GTS Securities LLC24,835$23.9K0.00%+24,835New
CTC Alternative Strategies, Ltd.26,548$25.5K0.06%+26,548New
Victory Capital Management Inc26,879$25.9K0.00%+1,240+4.8%Added
State of Wyoming27,271$26.2K0.00%+27,271New
Wells Fargo & Company29,950$28.8K0.00%00.0%Unchanged
Kingsview Wealth Management, LLC33,505$32.2K0.00%00.0%Unchanged
SummitTX Capital, L.P.34,600$33.3K0.00%+34,600New
JustInvest LLC36,983$35.6K0.00%−955−2.5%Reduced
KLP Kapitalforvaltning AS44,600$42.9K0.00%00.0%Unchanged
Callan Family Office, LLC46,331$44.6K0.00%−14,685−24.1%Reduced
Signaturefd, LLC50,000$48.1K0.00%−249−0.5%Reduced
SG Americas Securities, LLC50,836$49.0K0.00%+36,371+251.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)53,709$51.7K0.00%+53,709New
FMR LLC54,029$52.0K0.00%+13,424+33.1%Added
LPL Financial LLC55,707$53.6K0.00%+7,500+15.6%Added
Vanguard Investments Australia, Ltd.57,120$54.9K0.00%+57,120New
Arizona State Retirement System57,966$55.8K0.00%+696+1.2%Added
Group One Trading, L.P.59,073$56.8K0.00%+59,073New
Sitrin Capital Management LLC62,245$59.9K0.03%00.0%Unchanged
American Century Companies Inc66,027$63.5K0.00%−24,808−27.3%Reduced
Catalyst Funds Management Pty Ltd67,700$65.1K0.01%+67,700New
IMC-Chicago, LLC70,776$68.1K0.00%+70,776New
Diametric Capital, LP70,989$68.3K0.02%+70,989New
Shay Capital LLC73,551$70.8K0.01%−2,000−2.6%Reduced
Bank of New York Mellon Corp75,621$72.7K0.00%00.0%Unchanged
Voleon Capital Management LP84,143$80.9K0.00%+39,593+88.9%Added
Omers Administration Corp95,900$92.3K0.00%−33,900−26.1%Reduced
Canada Pension Plan Investment Board101,700$97.8K0.00%+52,100+105.0%Added
BNP Paribas Arbitrage, SA104,033$100.1K0.00%+86,996+510.6%Added
Vanguard Global Advisers, LLC108,498$104.4K0.00%+108,498New
Legal & General Group Plc112,578$108.3K0.00%−32,977−22.7%Reduced
Janus Henderson Group PLC122,100$117.7K0.00%00.0%Unchanged
Barclays PLC123,049$118.4K0.00%+96,459+362.8%Added
Jain Global LLC125,554$120.8K0.00%+50,300+66.8%Added
Virtu Financial LLC131,494$126.0K0.01%−27,866−17.5%Reduced
Farther Finance Advisors, LLC140,845$133.8K0.00%−142−0.1%Reduced
Vanguard Asset Management, Ltd139,451$134.2K0.00%+139,451New
Jupiter Asset Management Ltd149,285$143.6K0.00%+149,285New
Schonfeld Strategic Advisors LLC178,767$172.0K0.00%+111,289+164.9%Added
SBI Securities Co., Ltd.180,492$173.6K0.00%−33,453−15.6%Reduced
California State Teachers Retirement System192,663$185.3K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.196,963$189.5K0.00%−6,162−3.0%Reduced
JPMorgan Chase & Co207,397$190.3K0.00%+207,397New
LMR Partners LLP202,210$194.5K0.00%+186,934+1,223.7%Added
Susquehanna International Group, LLP203,584$195.8K0.00%−328,521−61.7%Reduced
Point72 Asset Management, L.P.209,686$201.7K0.00%+113,511+118.0%Added
Quadrature Capital Ltd235,265$226.3K0.00%−208,477−47.0%Reduced