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
$2.27
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
75,702,978
Total reported value
$136,290,990
% of total 13F portfolios
0%
Share change
+14,576,780
Value change
+$26,535,196
Number of holders
127
Price from insider filings
$2.27
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, 127 institutional investors reported holding 75,702,978 shares of SES AI Corp - Class A common stock, par value $0.0001 per share (SES). This represents 24% 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 22% 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
Invesco Ltd. 2.1% 6,814,389 +564% 0% $12,265,900
BlackRock, Inc. 1.7% 5,475,832 +22% 0% $9,856,499
TWO SIGMA INVESTMENTS, LP 1.6% 5,237,782 +177% 0.01% $9,428,008
UBS Group AG 1% 3,202,345 +872% 0% $5,764,221
Temasek Holdings (Private) Ltd 0.99% 3,160,712 -75% 0.02% $5,689,282
TWO SIGMA ADVISERS, LP 0.99% 3,152,700 +720% 0.01% $5,674,860
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
MILLENNIUM MANAGEMENT LLC 0.79% 2,516,589 -43% 0% $4,529,860
Baird Financial Group, Inc. 0.6% 1,911,548 +19% 0.01% $3,440,786
CITADEL ADVISORS LLC 0.54% 1,730,875 -58% 0% $3,115,575
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
NORTHERN TRUST CORP 0.23% 742,773 +38% 0% $1,336,992
Squarepoint Ops LLC 0.21% 665,714 +721% 0% $1,198,285
Qube Research & Technologies Ltd 0.2% 646,264 0% $1,163,275
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.17% 532,105 -22% 0% $957,789
Quadrature Capital Ltd 0.14% 443,742 -20% 0.01% $798,736
Swiss National Bank 0.13% 411,300 0% $740,340
Connor, Clark & Lunn Investment Management Ltd. 0.13% 403,217 0% $725,791

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 75,702,978 $136,290,990 +$26,535,196 $1.80 127
2025 Q3 61,140,120 $102,127,378 -$3,736,624 $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