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

13F Institutional Holders and Ownership History from Q1 2021 to Q4 2025

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
$2.21
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
47,886,713
Total reported value
$86,220,951
% of total 13F portfolios
0%
Share change
+14,855,561
Value change
+$27,034,714
Number of holders
82
Price from insider filings
$2.21
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 Dec 2025, 82 institutional investors reported holding 47,886,713 shares of SES AI Corp - Class A common stock, par value $0.0001 per share (SES). This represents 15% 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 14% 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 GROUP INC 3.6% 11,352,732 +2.4% 0% $20,434,918
BlackRock, Inc. 1.7% 5,475,832 +22% 0% $9,856,499
UBS Group AG 1% 3,202,345 +872% 0% $5,764,221
GEODE CAPITAL MANAGEMENT, LLC 0.96% 3,081,249 +3% 0% $5,548,887
RENAISSANCE TECHNOLOGIES LLC 0.92% 2,924,642 +3650% 0.01% $5,264,356
General Motors Holdings LLC 0.91% 2,921,950 0% 2.8% $5,259,510
STATE STREET CORP 0.9% 2,886,991 +150% 0% $5,196,584
GOLDMAN SACHS GROUP INC 0.89% 2,850,956 +2435% 0% $5,131,721
JANE STREET GROUP, LLC 0.86% 2,736,870 +82% 0.01% $4,926,366
Baird Financial Group, Inc. 0.6% 1,911,548 +19% 0.01% $3,440,786
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.5% 1,588,028 -0.1% 0% $2,858,450
MORGAN STANLEY 0.45% 1,429,973 +1966% 0% $2,573,951
Squarepoint Ops LLC 0.21% 665,714 +721% 0% $1,198,285
Swiss National Bank 0.13% 411,300 0% $740,340
Connor, Clark & Lunn Investment Management Ltd. 0.13% 403,217 0% $725,791
Walleye Capital LLC 0.11% 338,620 0% $609,516
POLEN CAPITAL MANAGEMENT LLC 0.11% 338,156 -15% 0% $608,681
HITE Hedge Asset Management LLC 0.1% 306,121 0% 0.04% $551,018
Kestra Advisory Services, LLC 0.08% 261,885 -28% 0% $471,393
DIMENSIONAL FUND ADVISORS LP 0.08% 253,164 0% $455,695
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% 221,535 0% $398,763
SBI Securities Co., Ltd. 0.07% 213,945 -6.8% 0.01% $385,101
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% 203,125 0% $390,000
Legal & General Group Plc 0.05% 145,555 0% $262,000
Farther Finance Advisors, LLC 0.04% 140,987 -0.02% 0% $253,777

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
2025 Q4 47,886,713 $86,220,951 +$27,034,714 $1.80 82
2025 Q3 61,140,120 $102,127,378 -$3,736,622 $1.67 96
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