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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, Q2 2026

Institutional positions in SES AI Corp as of Jun 30, 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
130
−9 vs. Q1 2026
Shares held
90.2M
+16.7M (+22.8%) vs. Q1 2026
Total value
$86.4M
+$15.8M (+22.4%) vs. Q1 2026
New holders
36
35 more added
Sold out
45
31 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 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 heldQ2 2026: $86.4M
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, Q2 2026

Shares, value and share of portfolio for each institution holding SES AI Corp; share changes are against Q1 2026.

Institutions holding SES in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
EverSource Wealth Advisors, LLC20$190.00%−1,983−99.0%Reduced
The PNC Financial Services Group, Inc.89$850.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec150$1440.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.150$1440.00%+150New
Noble Wealth Management PBC250$2400.00%00.0%Unchanged
Concord Wealth Partners280$2690.00%+280New
Parallel Advisors, LLC410$3940.00%00.0%Unchanged
Core Capital Management & Research, inc.750$4050.00%+750New
North Star Investment Management Corp.500$4800.00%00.0%Unchanged
Allworth Financial LP500$4810.00%−4,170−89.3%Reduced
SRS Capital Advisors, Inc.727$6980.00%+713+5,092.9%Added
Signature Resources Capital Management, LLC750$7200.00%00.0%Unchanged
Optiver Holding B.V.788$7570.00%+788New
Kozak & Associates, Inc.1,000$9560.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,207$1.16K0.00%00.0%Unchanged
Financial Consulate, Inc2,000$1.92K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,484$2.38K0.00%−3,782−60.4%Reduced
Hurley Capital, LLC2,487$2.39K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC2,500$2.40K0.00%00.0%Unchanged
Fifth Third Bancorp2,985$2.87K0.00%00.0%Unchanged
California State Teachers Retirement System3,471$3.33K0.00%−189,192−98.2%Reduced
Sterling Capital Management LLC4,678$4.49K0.00%+4,678New
HBK Sorce Advisory LLC11,926$6.10K0.00%+716+6.4%Added
Tower Research Capital LLC (TRC)7,346$7.05K0.00%+7,346New
Truvestments Capital LLC8,195$7.87K0.00%+8,195New
Mutual Advisors, LLC10,000$9.60K0.00%00.0%Unchanged
Founders Capital Management10,000$9.60K0.00%00.0%Unchanged
Cetera Investment Advisers10,525$10.1K0.00%+10,525New
SmartHarvest Portfolios, LLC10,604$10.2K0.00%−185−1.7%Reduced
Verus Capital Partners, LLC11,000$10.6K0.00%+11,000New
Cambridge Investment Research Advisors, Inc.11,212$11.0K0.00%−561−4.8%Reduced
CIBC Asset Management Inc11,565$11.1K0.00%00.0%Unchanged
Custos Family Office, LLC11,600$11.1K0.01%+11,600New
Arkadios Wealth Advisors12,442$11.9K0.00%00.0%Unchanged
Optas, LLC12,493$12.0K0.00%00.0%Unchanged
Advance Capital Management, Inc.13,888$13.3K0.00%00.0%Unchanged
CIBC Bancorp USA Inc.13,915$13.4K0.00%+13,915New
ORG Wealth Partners, LLC14,090$13.5K0.00%+14,090New
Fidelis Capital Partners, LLC14,394$13.8K0.00%−79−0.5%Reduced
Jones Financial Companies LLLP16,247$14.6K0.00%+15,373+1,758.9%Added
Ashton Thomas Private Wealth, LLC17,207$16.5K0.00%00.0%Unchanged
United Bank18,865$18.1K0.01%+18,865New
Gainplan LLC19,100$18.3K0.01%+5,544+40.9%Added
AQR Capital Management LLC19,900$19.1K0.00%−2,240−10.1%Reduced
R Squared Ltd20,043$19.2K0.01%+20,043New
Russell Investments Group, Ltd.20,156$19.4K0.00%+20,156New
Bank of Montreal22,130$21.2K0.00%+44+0.2%Added
Quantinno Capital Management LP22,529$21.6K0.00%+7,836+53.3%Added
Abel Hall, LLC22,647$21.7K0.00%−416−1.8%Reduced
Ameritas Investment Partners, Inc.22,874$22.0K0.00%+22,874New
CI Private Wealth, LLC23,000$22.1K0.00%+3,000+15.0%Added
Xponance, Inc.24,010$23.1K0.00%+24,010New
Legal & General Group Plc24,404$23.4K0.00%−88,174−78.3%Reduced
Commonwealth Equity Services, LLC24,716$23.7K0.00%+3,304+15.4%Added
Victory Capital Management Inc27,257$26.2K0.00%+378+1.4%Added
JustInvest LLC29,623$28.4K0.00%−7,360−19.9%Reduced
Callan Family Office, LLC29,780$28.6K0.00%−16,551−35.7%Reduced
Norden Group LLC30,040$28.8K0.00%+30,040New
Quantbot Technologies LP30,543$29.3K0.00%+30,543New
Jain Global LLC31,054$29.8K0.00%−94,500−75.3%Reduced
Kingsview Wealth Management, LLC31,755$30.5K0.00%−1,750−5.2%Reduced
LPL Financial LLC31,857$30.6K0.00%−23,850−42.8%Reduced
Millington Financial Advisors, LLC48,076$30.7K0.01%+48,076New
ProShare Advisors LLC33,004$31.7K0.00%+33,004New
BNP Paribas Arbitrage, SA39,101$37.5K0.00%−64,932−62.4%Reduced
Prudential Financial Inc39,215$37.7K0.00%+39,215New
Royal Bank of Canada40,469$39.0K0.00%+40,182+14,000.7%Added
FMR LLC48,102$46.2K0.00%−5,927−11.0%Reduced
Signaturefd, LLC50,000$48.0K0.00%00.0%Unchanged
State of Wyoming50,319$48.3K0.00%+23,048+84.5%Added
Voya Investment Management LLC51,155$49.1K0.00%+51,155New
New York State Common Retirement Fund61,200$58.8K0.00%+61,200New
Sitrin Capital Management LLC62,245$59.8K0.03%00.0%Unchanged
Manufacturers Life Insurance Company, The69,876$67.1K0.00%+69,876New
Shay Capital LLC73,551$70.6K0.01%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey74,338$71.4K0.00%+74,338New
Group One Trading, L.P.79,825$76.6K0.00%+20,752+35.1%Added
Virtu Financial LLC101,475$97.0K0.00%−30,019−22.8%Reduced
Two Sigma Securities, LLC101,901$97.8K0.01%+101,901New
LMR Partners LLP103,185$99.1K0.00%−99,025−49.0%Reduced
JPMorgan Chase & Co104,811$100.2K0.00%−102,586−49.5%Reduced
Vanguard Global Advisers, LLC108,498$104.2K0.00%00.0%Unchanged
Morgan Stanley108,608$104.3K0.00%−964,168−89.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.116,061$111.4K0.00%+116,061New
Allstate Corp116,496$111.9K0.00%−137,429−54.1%Reduced
Cinctive Capital Management LP126,698$121.7K0.00%−811,276−86.5%Reduced
IMC-Chicago, LLC127,841$122.8K0.00%+57,065+80.6%Added
Canada Pension Plan Investment Board129,600$124.4K0.00%+27,900+27.4%Added
Citigroup Inc134,449$129.1K0.00%−171,274−56.0%Reduced
Farther Finance Advisors, LLC140,845$135.2K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.147,034$141.2K0.00%−271,731−64.9%Reduced
MetLife Investment Management158,281$152.0K0.00%+158,281New
Goldman Sachs Group Inc161,120$154.7K0.00%−2,477,138−93.9%Reduced
Barclays PLC177,668$170.6K0.00%+54,619+44.4%Added
Rhumbline Advisers193,573$185.8K0.00%+193,573New
SBI Securities Co., Ltd.195,160$187.4K0.00%+14,668+8.1%Added
Price T Rowe Associates Inc206,844$199.0K0.00%+206,844New
D. E. Shaw & Co., Inc.222,390$213.5K0.00%+222,390New
Alliancebernstein L.P.225,800$217.2K0.00%+225,800New
Wells Fargo & Company242,842$233.2K0.00%+212,892+710.8%Added