SES AI Corp (SES) — Institutional Holders, Q2 2026

131 institutional investment managers reported a SES position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $100.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SES stock profile

SES in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

BlackRockAdded · +13,465,285 sh+$12.9M
STATE STREETAdded · +6,582,374 sh+$6.3M
TWO SIGMA INVESTMENTSAdded · +3,721,104 sh+$3.6M
GEODE CAPITAL MANAGEMENTAdded · +3,425,485 sh+$3.3M
Invesco Ltd.Added · +2,368,031 sh+$2.3M

Biggest sellers

RENAISSANCE TECHNOLOGIESTrimmed · -2,918,210 sh-$2.8M
MARSHALL WACE, LLPSold out · -2,669,589 sh-$2.6M
MILLENNIUM MANAGEMENTTrimmed · -2,557,304 sh-$2.5M
GOLDMAN SACHS GROUPTrimmed · -2,477,138 sh-$2.4M
Qube Research & Technologies LtdSold out · -1,566,291 sh-$1.5M

SES 13F holders ranked 1–100 of 131

Institutional investors reporting a position in SES AI Corp on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 18,946,396 sh	18,946,396	$18.2M	<0.01%	+245.7%
2	Artemis Investment Management LLP#2 · 133,282 sh	133,282	$13.7M	—	New
3	Invesco Ltd.#3 · 10,265,727 sh	10,265,727	$9.9M	<0.01%	+30.0%
4	STATE STREET#4 · 9,621,184 sh	9,621,184	$9.2M	<0.01%	+216.6%
5	VANGUARD CAPITAL MANAGEMENT#5 · 9,585,985 sh	9,585,985	$9.2M	<0.01%	+1.2%
6	GEODE CAPITAL MANAGEMENT#6 · 6,619,239 sh	6,619,239	$6.4M	<0.01%	+107.3%
7	TWO SIGMA INVESTMENTS#7 · 5,711,123 sh	5,711,123	$5.5M	<0.01%	+187.0%
8	Temasek (Private) Ltd#8 · 3,160,712 sh	3,160,712	$3.0M	<0.01%	0.0%
9	General Motors#9 · 2,921,950 sh	2,921,950	$2.8M	3.52%	0.0%
10	CHARLES SCHWAB INVESTMENT MANAGEMENT#10 · 2,147,594 sh	2,147,594	$2.1M	<0.01%	+34.2%
11	NORTHERN#11 · 1,982,414 sh	1,982,414	$1.9M	<0.01%	+210.5%
12	VANGUARD PORTFOLIO MANAGEMENT#12 · 1,977,420 sh	1,977,420	$1.9M	<0.01%	+714.1%
13	VANGUARD FIDUCIARY#13 · 1,722,801 sh	1,722,801	$1.7M	<0.01%	+14.2%
14	RENAISSANCE TECHNOLOGIES#14 · 1,678,042 sh	1,678,042	$1.6M	<0.01%	-63.5%
15	ACADIAN ASSET MANAGEMENT#15 · 974,903 sh	974,903	$933.0K	<0.01%	+171.5%
16	UBS Group AG#16 · 865,665 sh	865,665	$831.0K	<0.01%	-50.0%
17	XTX Topco Ltd#17 · 792,396 sh	792,396	$760.9K	<0.01%	+72.4%
18	Bank of New York Mellon#18 · 699,122 sh	699,122	$671.3K	<0.01%	+824.5%
19	Inspire Investing#19 · 696,061 sh	696,061	$668.4K	—	+27.3%
20	MILLENNIUM MANAGEMENT#20 · 623,351 sh	623,351	$598.5K	<0.01%	-80.4%
21	GSA CAPITAL PARTNERS LLP#21 · 618,303 sh	618,303	$594.0K	0.04%	+54.0%
22	Kestra Advisory Services#22 · 618,600 sh	618,600	$594.0K	<0.01%	+56.1%
23	SUSQUEHANNA INTERNATIONAL GROUP, LLP#23 · 453,368 sh	453,368	$435.3K	0.00%	+122.7%
24	Mitsubishi UFJ Asset Management , Ltd.#24 · 450,900 sh	450,900	$433.0K	<0.01%	+128.9%
25	FIL Ltd#25 · 400,000 sh	400,000	$384.1K	<0.01%	0.0%
26	Nuveen#26 · 333,505 sh	333,505	$320.2K	<0.01%	New
27	HITE Hedge Asset Management#27 · 306,121 sh	306,121	$293.9K	0.02%	0.0%
28	BANK OF AMERICA#28 · 293,395 sh	293,395	$281.7K	0.00%	-51.9%
29	DIMENSIONAL FUND ADVISORS#29 · 272,452 sh	272,452	$261.5K	0.00%	-71.1%
30	DEUTSCHE BANK AG\#30 · 245,925 sh	245,925	$236.1K	<0.01%	New
31	WELLS FARGO & COMPANY#31 · 242,842 sh	242,842	$233.2K	0.00%	+710.8%
32	ALLIANCEBERNSTEIN L.P.#32 · 225,800 sh	225,800	$217.2K	<0.01%	New
33	D. E. Shaw#33 · 222,390 sh	222,390	$213.5K	<0.01%	New
34	PRICE T ROWE ASSOCIATES#34 · 206,844 sh	206,844	$199.0K	0.00%	New
35	SBI Securities , Ltd.#35 · 195,160 sh	195,160	$187.4K	—	+8.1%
36	RHUMBLINE ADVISERS#36 · 193,573 sh	193,573	$185.8K	<0.01%	New
37	BARCLAYS PLC#37 · 177,668 sh	177,668	$170.6K	0.00%	+44.4%
38	GOLDMAN SACHS GROUP#38 · 161,120 sh	161,120	$154.7K	0.00%	-93.9%
39	MetLife Investment Management#39 · 158,281 sh	158,281	$152.0K	<0.01%	New
40	Connor, Clark & Lunn Investment Management Ltd.#40 · 147,034 sh	147,034	$141.2K	<0.01%	-64.9%
41	Farther Finance Advisors#41 · 140,845 sh	140,845	$135.2K	—	0.0%
42	CITIGROUP#42 · 134,449 sh	134,449	$129.1K	0.00%	-56.0%
43	CANADA PENSION PLAN INVESTMENT BOARD#43 · 129,600 sh	129,600	$124.4K	<0.01%	+27.4%
44	IMC-Chicago#44 · 127,841 sh	127,841	$122.8K	0.00%	+80.6%
45	Cinctive Capital Management#45 · 126,698 sh	126,698	$121.7K	<0.01%	-86.5%
46	ALLSTATE#46 · 116,496 sh	116,496	$111.9K	<0.01%	-54.1%
47	MIRAE ASSET GLOBAL ETFS Ltd.#47 · 116,061 sh	116,061	$111.4K	<0.01%	New
48	MORGAN STANLEY#48 · 108,608 sh	108,608	$104.3K	0.00%	-89.9%
49	Vanguard Global Advisers#49 · 108,498 sh	108,498	$104.2K	0.00%	0.0%
50	JPMORGAN CHASE#50 · 104,811 sh	104,811	$100.2K	0.00%	-49.5%
51	LMR Partners LLP#51 · 103,185 sh	103,185	$99.1K	<0.01%	-49.0%
52	TWO SIGMA SECURITIES#52 · 101,901 sh	101,901	$97.8K	<0.01%	New
53	Virtu Financial#53 · 101,475 sh	101,475	$97.0K	<0.01%	-22.8%
54	GROUP ONE TRADING, L.P.#54 · 79,825 sh	79,825	$76.6K	<0.01%	+35.1%
55	Police & Firemen's Retirement System of New Jersey#55 · 74,338 sh	74,338	$71.4K	<0.01%	New
56	Shay Capital#56 · 73,551 sh	73,551	$70.6K	<0.01%	0.0%
57	MANUFACTURERS LIFE INSURANCE COMPANY, THE#57 · 69,876 sh	69,876	$67.1K	<0.01%	New
58	Sitrin Capital Management#58 · 62,245 sh	62,245	$59.8K	—	0.0%
59	NEW YORK STATE COMMON RETIREMENT FUND#59 · 61,200 sh	61,200	$58.8K	<0.01%	New
60	VOYA INVESTMENT MANAGEMENT#60 · 51,155 sh	51,155	$49.1K	0.00%	New
61	State of Wyoming#61 · 50,319 sh	50,319	$48.3K	<0.01%	+84.5%
62	SIGNATUREFD#62 · 50,000 sh	50,000	$48.0K	—	0.0%
63	FMR#63 · 48,102 sh	48,102	$46.2K	0.00%	-11.0%
64	ROYAL BANK OF CANADA#64 · 40,469 sh	40,469	$39.0K	0.00%	New
65	PRUDENTIAL FINANCIAL#65 · 39,215 sh	39,215	$37.7K	0.00%	New
66	BNP PARIBAS FINANCIAL MARKETS#66 · 39,101 sh	39,101	$37.5K	0.00%	-62.4%
67	ProShare Advisors#67 · 33,004 sh	33,004	$31.7K	0.00%	New
68	Millington Financial Advisors#68 · 48,076 sh	48,076	$30.7K	0.01%	New
69	LPL Financial#69 · 31,857 sh	31,857	$30.6K	0.00%	-42.8%
70	Kingsview Wealth Management#70 · 31,755 sh	31,755	$30.5K	<0.01%	-5.2%
71	Jain Global#71 · 31,054 sh	31,054	$29.8K	<0.01%	-75.3%
72	Quantbot Technologies#72 · 30,543 sh	30,543	$29.3K	<0.01%	New
73	NORDEN GROUP#73 · 30,040 sh	30,040	$28.8K	—	New
74	Callan Family Office#74 · 29,780 sh	29,780	$28.6K	<0.01%	-35.7%
75	Vanguard Personalized Indexing Management#75 · 29,623 sh	29,623	$28.4K	<0.01%	-19.9%
76	VICTORY CAPITAL MANAGEMENT#76 · 27,257 sh	27,257	$26.2K	0.00%	+1.4%
77	COMMONWEALTH EQUITY SERVICES#77 · 24,716 sh	24,716	$23.7K	0.00%	+15.4%
78	Legal & General Group Plc#78 · 24,404 sh	24,404	$23.4K	0.00%	-78.3%
79	XPONANCE#79 · 24,010 sh	24,010	$23.1K	<0.01%	New
80	Corient Private Wealth#80 · 23,000 sh	23,000	$22.1K	0.00%	+15.0%
81	Ameritas Investment Partners#81 · 22,874 sh	22,874	$22.0K	<0.01%	New
82	Abel Hall#82 · 22,647 sh	22,647	$21.7K	—	-1.8%
83	Quantinno Capital Management#83 · 22,529 sh	22,529	$21.6K	0.00%	+53.3%
84	BANK OF MONTREAL#84 · 22,130 sh	22,130	$21.2K	0.00%	+0.2%
85	Russell Investments Group, Ltd.#85 · 20,156 sh	20,156	$19.4K	0.00%	New
86	R Squared Ltd#86 · 20,043 sh	20,043	$19.2K	0.01%	New
87	AQR CAPITAL MANAGEMENT#87 · 19,900 sh	19,900	$19.1K	0.00%	-10.1%
88	Gainplan#88 · 19,100 sh	19,100	$18.3K	—	+40.9%
89	United Bank#89 · 18,865 sh	18,865	$18.1K	<0.01%	New
90	Ashton Thomas Private Wealth#90 · 17,207 sh	17,207	$16.5K	<0.01%	0.0%
91	JONES FINANCIAL COMPANIES LLLP#91 · 16,247 sh	16,247	$14.6K	0.00%	+1758.9%
92	Fidelis Capital Partners#92 · 14,394 sh	14,394	$13.8K	<0.01%	-0.5%
93	ORG Wealth Partners#93 · 14,090 sh	14,090	$13.5K	<0.01%	New
94	CIBC Bancorp USA#94 · 13,915 sh	13,915	$13.4K	0.00%	New
95	Advance Capital Management#95 · 13,888 sh	13,888	$13.3K	<0.01%	0.0%
96	Optas#96 · 12,493 sh	12,493	$12.0K	<0.01%	0.0%
97	Arkadios Wealth Advisors#97 · 12,442 sh	12,442	$11.9K	<0.01%	0.0%
98	Custos Family Office#98 · 11,600 sh	11,600	$11.1K	<0.01%	New
99	CIBC Asset Management#99 · 11,565 sh	11,565	$11.1K	0.00%	0.0%
100	Cambridge Investment Research Advisors#100 · 11,212 sh	11,212	$11.0K	0.00%	-4.8%

Funds that sold out of SES in Q2 2026 (44)

Held SES at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SES in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
MARSHALL WACE, LLP2,669,589 sh	2,669,589	$2.6M
Qube Research & Technologies Ltd1,566,291 sh	1,566,291	$1.5M
JACOBS LEVY EQUITY MANAGEMENT662,115 sh	662,115	$637.0K
CITADEL ADVISORS513,112 sh	513,112	$493.6K
Swiss National Bank411,300 sh	411,300	$395.7K
Squarepoint Ops392,761 sh	392,761	$377.8K
Brevan Howard Capital Management335,650 sh	335,650	$322.9K
POLEN CAPITAL MANAGEMENT320,271 sh	320,271	$308.1K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME319,480 sh	319,480	$307.3K
ALGERT GLOBAL311,390 sh	311,390	$300.0K
Graham Capital Management, L.P.240,428 sh	240,428	$231.3K
Quadrature Capital Ltd235,265 sh	235,265	$226.3K
Point72 Asset Management, L.P.209,686 sh	209,686	$201.7K
Schonfeld Strategic Advisors178,767 sh	178,767	$172.0K
JUPITER ASSET MANAGEMENT LTD149,285 sh	149,285	$143.6K
VANGUARD ASSET MANAGEMENT, Ltd139,451 sh	139,451	$134.2K
OMERS ADMINISTRATION95,900 sh	95,900	$92.3K
Voleon Capital Management84,143 sh	84,143	$80.9K
Diametric Capital70,989 sh	70,989	$68.3K
Catalyst Funds Management Pty Ltd67,700 sh	67,700	$65.1K
AMERICAN CENTURY COMPANIES66,027 sh	66,027	$63.5K
Arizona State Retirement System57,966 sh	57,966	$55.8K
Vanguard Investments Australia, Ltd.57,120 sh	57,120	$54.9K
Zurcher Kantonalbank (Zurich Cantonalbank)53,709 sh	53,709	$51.7K
SG Americas Securities50,836 sh	50,836	$49.0K
KLP KAPITALFORVALTNING AS44,600 sh	44,600	$42.9K
SummitTX Capital, L.P.34,600 sh	34,600	$33.3K
CTC Alternative Strategies, Ltd.26,548 sh	26,548	$25.5K
GTS SECURITIES24,835 sh	24,835	$23.9K
Engineers Gate Manager24,692 sh	24,692	$23.8K
Centiva Capital23,323 sh	23,323	$22.4K
Pictet Asset Management Holding SA23,042 sh	23,042	$22.2K
RAYMOND JAMES FINANCIAL19,358 sh	19,358	$18.6K
STATE OF WISCONSIN INVESTMENT BOARD18,700 sh	18,700	$18.0K
PRELUDE CAPITAL MANAGEMENT17,970 sh	17,970	$17.3K
EntryPoint Capital17,727 sh	17,727	$17.1K
LGT Financial Advisors14,090 sh	14,090	$13.6K
INSIGNEO ADVISORY SERVICES13,339 sh	13,339	$12.8K
Gotham Asset Management10,982 sh	10,982	$10.6K
McAdam10,643 sh	10,643	$10.2K
CCG WEALTH MANAGEMENT10,000 sh	10,000	$9.6K
Root Financial Partners417 sh	417	$401.00
NORTHWESTERN MUTUAL WEALTH MANAGEMENT30 sh	30	$29.00
MAI Capital Management8 sh	8	$8.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.