Security Snapshot

SES AI Corp - Class A common stock, par value $0.0001 per share (SES) Institutional Ownership

CUSIP: 78397Q109

13F Institutional Holders and Ownership History from Q1 2021 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

133

Shares (Excl. Options)

72,712,610

Price

$0.96

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Type / Class
Equity / Class A common stock, par value $0.0001 per share
Symbol
SES on NYSE
Shares outstanding
319,517,769
Price per share
$1.02
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
72,712,610
Total reported value
$69,928,575
% of total 13F portfolios
0%
Share change
-2,818,905
Value change
-$10,204,253
Number of holders
133
Price from insider filings
$1.02
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SES - SES AI Corp - Class A common stock, par value $0.0001 per share is tracked under CUSIP 78397Q109.
  • 133 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 129 to 133 between Q4 2025 and Q1 2026.
  • Reported value moved from $136,517,948 to $69,928,575.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 133 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 78397Q109?
CUSIP 78397Q109 identifies SES - SES AI Corp - Class A common stock, par value $0.0001 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

Significant Owners of SES AI Corp - Class A common stock, par value $0.0001 per share (SES) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Tianqi Lithium HK Co., Ltd. 7.8% $44,860,295 24,922,386 Tianqi Lithium HK Co., Ltd. 31 Dec 2025
SK INC. 4.9% $15,269,713 15,741,972 SK Inc. 31 Dec 2024
General Motors Holdings LLC 1.2% $3,804,292 3,921,950 General Motors Holdings LLC 10 Jan 2025
Temasek Holdings (Private) Ltd 1% $5,278,389 3,160,712 Temasek Holdings (Private) Limited 30 Sep 2025

As of 31 Mar 2026, 133 institutional investors reported holding 72,712,610 shares of SES AI Corp - Class A common stock, par value $0.0001 per share (SES). This represents 23% of the company’s total 319,517,769 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SES AI Corp - Class A common stock, par value $0.0001 per share (SES) together control 20% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD CAPITAL MANAGEMENT LLC 3% 9,471,108 0% 0% $9,111,206
Invesco Ltd. 2.5% 7,897,696 +16% 0% $7,597,584
BlackRock, Inc. 1.7% 5,481,111 +0.1% 0% $5,272,828
RENAISSANCE TECHNOLOGIES LLC 1.4% 4,596,252 +57% 0.01% $4,421,594
GEODE CAPITAL MANAGEMENT, LLC 1% 3,193,754 +3.7% 0% $3,073,872
MILLENNIUM MANAGEMENT LLC 1% 3,180,655 +26% 0% $3,059,790
Temasek Holdings (Private) Ltd 0.99% 3,160,712 0% 0.01% $3,040,605
STATE STREET CORP 0.95% 3,038,810 +5.3% 0% $2,923,335
General Motors Holdings LLC 0.91% 2,921,950 0% 3.1% $2,810,916
MARSHALL WACE, LLP 0.84% 2,669,589 0% $2,562,805
GOLDMAN SACHS GROUP INC 0.83% 2,638,258 -7.5% 0% $2,538,004
TWO SIGMA INVESTMENTS, LP 0.62% 1,990,019 -62% 0% $1,914,398
UBS Group AG 0.54% 1,732,680 -46% 0% $1,666,838
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.5% 1,599,768 +0.74% 0% $1,538,977
Qube Research & Technologies Ltd 0.49% 1,566,291 +142% 0% $1,506,772
VANGUARD FIDUCIARY TRUST CO 0.47% 1,509,167 0% 0% $1,451,819
MORGAN STANLEY 0.34% 1,072,776 -25% 0% $1,032,010
DIMENSIONAL FUND ADVISORS LP 0.3% 943,138 +273% 0% $906,086
Cinctive Capital Management LP 0.29% 937,974 +179% 0.06% $902,331
JACOBS LEVY EQUITY MANAGEMENT, INC 0.21% 662,115 0% $636,955
NORTHERN TRUST CORP 0.2% 638,447 -14% 0% $614,186
Inspire Investing, LLC 0.17% 546,777 0.05% $525,999
CITADEL ADVISORS LLC 0.16% 513,112 -70% 0% $493,614
XTX Topco Ltd 0.14% 459,704 +36% 0.01% $442,235
Connor, Clark & Lunn Investment Management Ltd. 0.13% 418,765 +3.9% 0% $402,852

Institutional Holders of SES AI Corp - Class A common stock, par value $0.0001 per share (SES) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 72,712,610 $69,928,575 -$10,204,253 $0.96 133
2025 Q4 75,829,066 $136,517,948 +$26,713,424 $1.80 129
2025 Q3 61,101,583 $102,063,021 -$3,703,924 $1.67 95
2025 Q2 64,368,871 $56,110,395 -$11,584,377 $0.89 108
2025 Q1 78,304,485 $40,780,063 -$7,560,680 $0.52 101
2024 Q4 88,614,113 $194,067,311 -$12,406,866 $2.19 91
2024 Q3 96,170,727 $61,539,130 -$4,774,612 $0.64 90
2024 Q2 103,139,500 $128,924,078 -$1,794,866 $1.25 74
2024 Q1 104,325,455 $175,240,216 -$2,335,489 $1.68 78
2023 Q4 105,699,114 $193,430,992 +$1,855,464 $1.83 79
2023 Q3 104,524,753 $237,271,531 -$5,278,202 $2.27 83
2023 Q2 106,682,224 $260,305,417 +$19,181,937 $2.44 75
2023 Q1 97,900,129 $288,804,560 -$6,115,526 $2.95 63
2022 Q4 99,952,381 $314,848,910 +$2,762,022 $3.15 56
2022 Q3 98,971,789 $482,979,525 +$55,656,527 $4.88 53
2022 Q2 87,585,665 $344,208,705 -$40,201,256 $3.93 50
2022 Q1 85,659,599 $774,414,601 +$771,417,955 $9.05 44
2021 Q4 302,276 $3,008,000 +$3,008,000 $9.95 3
2021 Q1 500,000 $4,525,000 $9.05 1
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