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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
Ashton Thomas Private Wealth, LLC17,207$16.6K0.00%−4,140−19.4%Reduced
Quantinno Capital Management LP14,693$14.1K0.00%+1,495+11.3%Added
Fidelis Capital Partners, LLC14,473$13.9K0.00%+62+0.4%Added
LGT Financial Advisors LLC14,090$13.6K0.07%00.0%Unchanged
Advance Capital Management, Inc.13,888$13.4K0.00%00.0%Unchanged
Gainplan LLC13,556$13.0K0.01%−2,944−17.8%Reduced
Insigneo Advisory Services, LLC13,339$12.8K0.00%00.0%Unchanged
Optas, LLC12,493$12.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors12,442$12.0K0.00%+12,442New
CIBC Asset Management Inc11,565$11.1K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.11,773$11.0K0.00%−1,850−13.6%Reduced
Gotham Asset Management, LLC10,982$10.6K0.00%−3,697−25.2%Reduced
HBK Sorce Advisory LLC11,210$10.4K0.00%00.0%Unchanged
SmartHarvest Portfolios, LLC10,789$10.4K0.00%−10.0%Reduced
McAdam, LLC10,643$10.2K0.00%−10,396−49.4%Reduced
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
Advisor Group Holdings, Inc.6,266$6.01K0.00%+5,966+1,988.7%Added
Allworth Financial LP4,670$4.49K0.00%+4,670New
Fifth Third Bancorp2,985$2.87K0.00%+2,985New
Delos Wealth Advisors, LLC2,500$2.40K0.00%+2,500New
Hurley Capital, LLC2,487$2.39K0.00%+2,487New
EverSource Wealth Advisors, LLC2,003$1.93K0.00%−1,010−33.5%Reduced
Financial Consulate, Inc2,000$1.92K0.00%−500−20.0%Reduced
Nisa Investment Advisors, LLC1,207$1.16K0.00%00.0%Unchanged
CWM, LLC1,119$1.08K0.00%−1,045−48.3%Reduced
Kozak & Associates, Inc.1,000$1.01K0.00%00.0%Unchanged
Jones Financial Companies LLLP874$8630.00%+874New
Signature Resources Capital Management, LLC750$7220.00%00.0%Unchanged
North Star Investment Management Corp.500$4810.00%00.0%Unchanged
Root Financial Partners, LLC417$4010.00%00.0%Unchanged
Parallel Advisors, LLC410$3940.00%00.0%Unchanged
GWM Advisors LLC250$2410.00%00.0%Unchanged
Noble Wealth Management PBC250$2410.00%+250New
Federation des caisses Desjardins du Quebec150$1440.00%+150New
The PNC Financial Services Group, Inc.89$860.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co30$290.00%+5+20.0%Added
SRS Capital Advisors, Inc.14$230.00%−10−41.7%Reduced
MAI Capital Management8$80.00%+8New
Royal Bank of Canada287$00.00%−128−30.8%Reduced
Two Sigma Advisers, LP0$00.00%−3,152,700−100.0%Sold out
Jane Street Group, LLC0$00.00%−2,736,870−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−1,911,548−100.0%Sold out
Walleye Capital LLC0$00.00%−338,620−100.0%Sold out
Quantbot Technologies LP0$00.00%−137,581−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−97,464−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−95,957−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−79,757−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−74,712−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−66,764−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−59,520−100.0%Sold out
Scientech Research LLC0$00.00%−32,435−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−32,210−100.0%Sold out
Lido Advisors, LLC0$00.00%−28,900−100.0%Sold out
Mariner, LLC0$00.00%−21,253−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−20,000−100.0%Sold out
Creative Planning0$00.00%−10,119−100.0%Sold out
Advisory Services Network, LLC0$00.00%−10,000−100.0%Sold out
Custos Family Office, LLC0$00.00%−10,000−100.0%Sold out
Nicholson Wealth Management Group, LLC0$00.00%−10,000−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−3,540−100.0%Sold out
US Bancorp0$00.00%−2,000−100.0%Sold out
Concord Wealth Partners0$00.00%−250−100.0%Sold out
Vermillion & White Wealth Management Group, LLC0$00.00%−166−100.0%Sold out
SHP Wealth Management0$00.00%−50−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−100−100.0%Sold out
Vanguard Group Inc––––Not filed
Comerica Bank––––Not filed