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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
SmartHarvest Portfolios, LLC10,604$10.2K0.00%−185−1.7%Reduced
Cetera Investment Advisers10,525$10.1K0.00%+10,525New
Mutual Advisors, LLC10,000$9.60K0.00%00.0%Unchanged
Founders Capital Management10,000$9.60K0.00%00.0%Unchanged
Truvestments Capital LLC8,195$7.87K0.00%+8,195New
Tower Research Capital LLC (TRC)7,346$7.05K0.00%+7,346New
HBK Sorce Advisory LLC11,926$6.10K0.00%+716+6.4%Added
Sterling Capital Management LLC4,678$4.49K0.00%+4,678New
California State Teachers Retirement System3,471$3.33K0.00%−189,192−98.2%Reduced
Fifth Third Bancorp2,985$2.87K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC2,500$2.40K0.00%00.0%Unchanged
Hurley Capital, LLC2,487$2.39K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,484$2.38K0.00%−3,782−60.4%Reduced
Financial Consulate, Inc2,000$1.92K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,207$1.16K0.00%00.0%Unchanged
Kozak & Associates, Inc.1,000$9560.00%00.0%Unchanged
Optiver Holding B.V.788$7570.00%+788New
Signature Resources Capital Management, LLC750$7200.00%00.0%Unchanged
SRS Capital Advisors, Inc.727$6980.00%+713+5,092.9%Added
Allworth Financial LP500$4810.00%−4,170−89.3%Reduced
North Star Investment Management Corp.500$4800.00%00.0%Unchanged
Core Capital Management & Research, inc.750$4050.00%+750New
Parallel Advisors, LLC410$3940.00%00.0%Unchanged
Concord Wealth Partners280$2690.00%+280New
Noble Wealth Management PBC250$2400.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec150$1440.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.150$1440.00%+150New
The PNC Financial Services Group, Inc.89$850.00%00.0%Unchanged
EverSource Wealth Advisors, LLC20$190.00%−1,983−99.0%Reduced
Artemis Investment Management LLP133,282––+133,282New
Marshall Wace, LLP0$00.00%−2,669,589−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−1,566,291−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−662,115−100.0%Sold out
Citadel Advisors LLC0$00.00%−513,112−100.0%Sold out
Swiss National Bank0$00.00%−411,300−100.0%Sold out
Squarepoint Ops LLC0$00.00%−392,761−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−335,650−100.0%Sold out
Polen Capital Management LLC0$00.00%−320,271−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−319,480−100.0%Sold out
Algert Global LLC0$00.00%−311,390−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−240,428−100.0%Sold out
Quadrature Capital Ltd0$00.00%−235,265−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−209,686−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−178,767−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−149,285−100.0%Sold out
Vanguard Asset Management, Ltd0$00.00%−139,451−100.0%Sold out
Omers Administration Corp0$00.00%−95,900−100.0%Sold out
Voleon Capital Management LP0$00.00%−84,143−100.0%Sold out
Diametric Capital, LP0$00.00%−70,989−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−67,700−100.0%Sold out
American Century Companies Inc0$00.00%−66,027−100.0%Sold out
Arizona State Retirement System0$00.00%−57,966−100.0%Sold out
Vanguard Investments Australia, Ltd.0$00.00%−57,120−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−53,709−100.0%Sold out
SG Americas Securities, LLC0$00.00%−50,836−100.0%Sold out
KLP Kapitalforvaltning AS0$00.00%−44,600−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−34,600−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−26,548−100.0%Sold out
GTS Securities LLC0$00.00%−24,835−100.0%Sold out
Engineers Gate Manager LP0$00.00%−24,692−100.0%Sold out
Centiva Capital, LP0$00.00%−23,323−100.0%Sold out
Pictet Asset Management Holding SA0$00.00%−23,042−100.0%Sold out
Raymond James Financial Inc0$00.00%−19,358−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−18,700−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−17,970−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−17,727−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−14,090−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−13,339−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−10,982−100.0%Sold out
McAdam, LLC0$00.00%−10,643−100.0%Sold out
CCG Wealth Management, LLC0$00.00%−10,000−100.0%Sold out
Root Financial Partners, LLC0$00.00%−417−100.0%Sold out
GWM Advisors LLC0$00.00%−250−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−30−100.0%Sold out
MAI Capital Management0$00.00%−8−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed