Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

SES AI Corp

CIK 0001819142SESSESCW· quarter ending 2026-06-30

Shares outstanding

371,287,400

as of 2026-08-07 · 10-Q cover page, filed 2026-08-11

Held by 13F filers

90,183,912

27.5% of Common Class A

Holders

130

-11 vs 2026-03-31 · 36 new, 47 exited

Value

$100.1M

shares +22.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-11, as of 2026-08-07)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	SES · NYSE	327,406,149	90,183,912	27.5%	130	78397Q109
Common Class B	not listed	43,881,251	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	78397Q109	CL A COM	130	90,183,912	327,406,149	27.5%	$100.1M	4 call / 3 put	13DG	holders →
	78397Q117	Stocknot common	14	4,650,981	—	—	$128K	1 call / 0 put	prefix	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (130 of 130 · 78397Q109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	18,946,396	5.79%	$18.2M	+13,465,285 (+245.7%)
2	Invesco Ltd.	10,265,727	3.14%	$9.9M	+2,368,031 (+30.0%)
3	STATE STREET CORP	9,621,184	2.94%	$9.2M	+6,582,374 (+216.6%)
4	VANGUARD CAPITAL MANAGEMENT LLC	9,585,985	2.93%	$9.2M	+114,877 (+1.2%)
5	GEODE CAPITAL MANAGEMENT, LLC	6,619,239	2.02%	$6.4M	+3,425,485 (+107.3%)
6	TWO SIGMA INVESTMENTS, LP	5,711,123	1.74%	$5.5M	+3,721,104 (+187.0%)
7	Temasek Holdings (Private) Ltd	3,160,712	0.97%	$3.0M	—
8	General Motors Holdings LLC	2,921,950	0.89%	$2.8M	—
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2,147,594	0.66%	$2.1M	+547,826 (+34.2%)
10	NORTHERN TRUST CORP	1,982,414	0.61%	$1.9M	+1,343,967 (+210.5%)
11	VANGUARD PORTFOLIO MANAGEMENT LLC	1,977,420	0.60%	$1.9M	+1,734,514 (+714.1%)
12	VANGUARD FIDUCIARY TRUST CO	1,722,801	0.53%	$1.7M	+213,634 (+14.2%)
13	RENAISSANCE TECHNOLOGIES LLC	1,678,042	0.51%	$1.6M	-2,918,210 (-63.5%)
14	ACADIAN ASSET MANAGEMENT LLC	974,903	0.30%	$933K	+615,836 (+171.5%)
15	UBS Group AG	865,665	0.26%	$831K	-867,015 (-50.0%)
16	XTX Topco Ltd	792,396	0.24%	$761K	+332,692 (+72.4%)
17	Bank of New York Mellon Corp	699,122	0.21%	$671K	+623,501 (+824.5%)
18	Inspire Investing, LLC	696,061	0.21%	$668K	+149,284 (+27.3%)
19	MILLENNIUM MANAGEMENT LLC	623,351	0.19%	$599K	-2,557,304 (-80.4%)
20	Kestra Advisory Services, LLC	618,600	0.19%	$594K	+222,415 (+56.1%)
21	GSA CAPITAL PARTNERS LLP	618,303	0.19%	$594K	+216,751 (+54.0%)
22	SUSQUEHANNA INTERNATIONAL GROUP, LLP	453,368	0.14%	$435K	+249,784 (+122.7%)
23	Mitsubishi UFJ Asset Management Co., Ltd.	450,900	0.14%	$433K	+253,937 (+128.9%)
24	FIL Ltd	400,000	0.12%	$384K	—
25	Nuveen, LLC	333,505	0.10%	$320K	NEW
26	HITE Hedge Asset Management LLC	306,121	0.09%	$294K	—
27	BANK OF AMERICA CORP /DE/	293,395	0.09%	$282K	-317,004 (-51.9%)
28	DIMENSIONAL FUND ADVISORS LP	272,452	0.08%	$261K	-670,686 (-71.1%)
29	DEUTSCHE BANK AG\	245,925	0.08%	$236K	NEW
30	WELLS FARGO & COMPANY/MN	242,842	0.07%	$233K	+212,892 (+710.8%)
31	ALLIANCEBERNSTEIN L.P.	225,800	0.07%	$217K	NEW
32	D. E. Shaw & Co., Inc.	222,390	0.07%	$214K	NEW
33	PRICE T ROWE ASSOCIATES INC /MD/	206,844	0.06%	$199K	NEW
34	SBI Securities Co., Ltd.	195,160	0.06%	$187K	+14,668 (+8.1%)
35	RHUMBLINE ADVISERS	193,573	0.06%	$186K	NEW
36	BARCLAYS PLC	177,668	0.05%	$171K	+54,619 (+44.4%)
37	GOLDMAN SACHS GROUP INC	161,120	0.05%	$155K	-2,477,138 (-93.9%)
38	MetLife Investment Management, LLC	158,281	0.05%	$152K	NEW
39	Connor, Clark & Lunn Investment Management Ltd.	147,034	0.04%	$141K	-271,731 (-64.9%)
40	Farther Finance Advisors, LLC	140,845	0.04%	$135K	—
41	CITIGROUP INC	134,449	0.04%	$129K	-171,274 (-56.0%)
42	Artemis Investment Management LLP	133,282	0.04%	$13.7M	NEW
43	CANADA PENSION PLAN INVESTMENT BOARD	129,600	0.04%	$124K	+27,900 (+27.4%)
44	IMC-Chicago, LLC	127,841	0.04%	$123K	+57,065 (+80.6%)
45	Cinctive Capital Management LP	126,698	0.04%	$122K	-811,276 (-86.5%)
46	ALLSTATE CORP	116,496	0.04%	$112K	-137,429 (-54.1%)
47	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	116,061	0.04%	$111K	NEW
48	MORGAN STANLEY	108,608	0.03%	$104K	-964,168 (-89.9%)
49	Vanguard Global Advisers, LLC	108,498	0.03%	$104K	—
50	JPMORGAN CHASE & CO	104,811	0.03%	$100K	-102,586 (-49.5%)
51	LMR Partners LLP	103,185	0.03%	$99K	-99,025 (-49.0%)
52	TWO SIGMA SECURITIES, LLC	101,901	0.03%	$98K	NEW
53	Virtu Financial LLC	101,475	0.03%	$97K	-30,019 (-22.8%)
54	GROUP ONE TRADING LLC	79,825	0.02%	$77K	+20,752 (+35.1%)
55	Police & Firemen's Retirement System of New Jersey	74,338	0.02%	$71K	NEW
56	Shay Capital LLC	73,551	0.02%	$71K	—
57	MANUFACTURERS LIFE INSURANCE COMPANY, THE	69,876	0.02%	$67K	NEW
58	Sitrin Capital Management LLC	62,245	0.02%	$60K	—
59	NEW YORK STATE COMMON RETIREMENT FUND	61,200	0.02%	$59K	NEW
60	VOYA INVESTMENT MANAGEMENT LLC	51,155	0.02%	$49K	NEW
61	State of Wyoming	50,319	0.02%	$48K	+23,048 (+84.5%)
62	SIGNATUREFD, LLC	50,000	0.02%	$48K	—
63	FMR LLC	48,102	0.01%	$46K	-5,927 (-11.0%)
64	Millington Financial Advisors, LLC	48,076	0.01%	$31K	NEW
65	ROYAL BANK OF CANADA	40,469	0.01%	$39K	+40,182 (+14000.7%)
66	PRUDENTIAL FINANCIAL INC	39,215	0.01%	$38K	NEW
67	BNP PARIBAS FINANCIAL MARKETS	39,101	0.01%	$38K	-64,932 (-62.4%)
68	ProShare Advisors LLC	33,004	0.01%	$32K	NEW
69	LPL Financial LLC	31,857	0.01%	$31K	-23,850 (-42.8%)
70	Kingsview Wealth Management, LLC	31,755	0.01%	$30K	-1,750 (-5.2%)
71	Jain Global LLC	31,054	0.01%	$30K	-94,500 (-75.3%)
72	Quantbot Technologies LP	30,543	0.01%	$29K	NEW
73	NORDEN GROUP LLC	30,040	0.01%	$29K	NEW
74	Callan Family Office, LLC	29,780	0.01%	$29K	-16,551 (-35.7%)
75	Vanguard Personalized Indexing Management, LLC	29,623	0.01%	$28K	-7,360 (-19.9%)
76	VICTORY CAPITAL MANAGEMENT INC	27,257	0.01%	$26K	+378 (+1.4%)
77	COMMONWEALTH EQUITY SERVICES, LLC	24,716	0.01%	$24K	+3,304 (+15.4%)
78	Legal & General Group Plc	24,404	0.01%	$23K	-88,174 (-78.3%)
79	XPONANCE LLC	24,010	0.01%	$23K	NEW
80	Corient Private Wealth LP	23,000	0.01%	$22K	+3,000 (+15.0%)
81	Ameritas Investment Partners, Inc.	22,874	0.01%	$22K	NEW
82	Abel Hall, LLC	22,647	0.01%	$22K	-416 (-1.8%)
83	Quantinno Capital Management LP	22,529	0.01%	$22K	+7,836 (+53.3%)
84	Cambridge Investment Research Advisors, Inc.	22,424	0.01%	$22K	+10,651 (+90.5%)
85	BANK OF MONTREAL /CAN/	22,130	0.01%	$21K	+44 (+0.2%)
86	Russell Investments Group, Ltd.	20,156	0.01%	$19K	NEW
87	R Squared Ltd	20,043	0.01%	$19K	NEW
88	AQR CAPITAL MANAGEMENT LLC	19,900	0.01%	$19K	-2,240 (-10.1%)
89	Gainplan LLC	19,100	0.01%	$18K	+5,544 (+40.9%)
90	United Bank	18,865	0.01%	$18K	NEW
91	Ashton Thomas Private Wealth, LLC	17,207	0.01%	$17K	—
92	JONES FINANCIAL COMPANIES LLLP	16,247	0.00%	$15K	+15,373 (+1758.9%)
93	FIDELIS CAPITAL PARTNERS, LLC	14,394	0.00%	$14K	-79 (-0.5%)
94	Ascentis Wealth Management, LLC	14,090	0.00%	$14K	NEW
95	CIBC Bancorp USA Inc.	13,915	0.00%	$13K	NEW
96	Advance Capital Management, Inc.	13,888	0.00%	$13K	—
97	Optas, LLC	12,493	0.00%	$12K	—
98	Arkadios Wealth Advisors	12,442	0.00%	$12K	—
99	HBK Sorce Advisory LLC	11,926	0.00%	$6K	+716 (+6.4%)
100	Custos Family Office, LLC	11,600	0.00%	$11K	NEW
101	CIBC Asset Management Inc	11,565	0.00%	$11K	—
102	VERUS CAPITAL PARTNERS, LLC	11,000	0.00%	$11K	NEW
103	SmartHarvest Portfolios, LLC	10,604	0.00%	$10K	-185 (-1.7%)
104	Cetera Investment Advisers	10,525	0.00%	$10K	NEW
105	Founders Capital Management	10,000	0.00%	$10K	—
106	Mutual Advisors, LLC	10,000	0.00%	$10K	—
107	Truvestments Capital LLC	8,195	0.00%	$8K	NEW
108	Tower Research Capital LLC (TRC)	7,346	0.00%	$7K	NEW
109	Sterling Capital Management LLC	4,678	0.00%	$4K	NEW
110	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	3,471	0.00%	$3K	-189,192 (-98.2%)
111	FIFTH THIRD BANCORP	2,985	0.00%	$3K	—
112	Delos Wealth Advisors, LLC	2,500	0.00%	$2K	—
113	Hurley Capital, LLC	2,487	0.00%	$2K	—
114	OSAIC HOLDINGS, INC.	2,484	0.00%	$2K	-3,782 (-60.4%)
115	FINANCIAL CONSULATE, INC	2,000	0.00%	$2K	—
116	NISA INVESTMENT ADVISORS, LLC	1,207	0.00%	$1K	—
117	Kozak & Associates, Inc.	1,000	0.00%	$956	—
118	Optiver Holding B.V.	788	0.00%	$757	NEW
119	Core Capital Management & Research, inc.	750	0.00%	$405	NEW
120	Signature Resources Capital Management, LLC	750	0.00%	$720	—
121	Arax Advisory Partners	727	0.00%	$698	+713 (+5092.9%)
122	North Star Investment Management Corp.	500	0.00%	$480	—
123	Allworth Financial LP	500	0.00%	$481	-4,170 (-89.3%)
124	Parallel Advisors, LLC	410	0.00%	$394	—
125	Concord Wealth Partners	280	0.00%	$269	NEW
126	Noble Wealth Management PBC	250	0.00%	$240	—
127	Federation des caisses Desjardins du Quebec	150	0.00%	$144	—
128	Comprehensive Financial Planning, Inc./PA	150	0.00%	$144	NEW
129	PNC Financial Services Group, Inc.	89	0.00%	$85	—
130	EverSource Wealth Advisors, LLC	20	0.00%	$19	-1,983 (-99.0%)

Exited since 2026-03-31 (47 filers; largest 25 shown)

MARSHALL WACE, LLP	−2,669,589
Qube Research & Technologies Ltd	−1,566,291
JACOBS LEVY EQUITY MANAGEMENT, INC	−662,115
CITADEL ADVISORS LLC	−513,112
Swiss National Bank	−411,300
Squarepoint Ops LLC	−392,761
Brevan Howard Capital Management LP	−335,650
POLEN CAPITAL MANAGEMENT LLC	−320,271
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	−319,480
ALGERT GLOBAL LLC	−311,390
Graham Capital Management, L.P.	−240,428
Quadrature Capital Ltd	−235,265
Point72 Asset Management, L.P.	−209,686
Schonfeld Strategic Advisors LLC	−178,767
JUPITER ASSET MANAGEMENT LTD	−149,285
VANGUARD ASSET MANAGEMENT, Ltd	−139,451
JANUS HENDERSON GROUP PLC	−122,100
OMERS ADMINISTRATION Corp	−95,900
Voleon Capital Management LP	−84,143
Diametric Capital, LP	−70,989
Catalyst Funds Management Pty Ltd	−67,700
AMERICAN CENTURY COMPANIES INC	−66,027
ARIZONA STATE RETIREMENT SYSTEM	−57,966
Vanguard Investments Australia, Ltd.	−57,120
Zurcher Kantonalbank (Zurich Cantonalbank)	−53,709

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
BlackRock, Inc.	SCHEDULE 13G	2026-07-30	2026-06-30	18,829,305	5.8%
Tianqi Lithium Corporation	SCHEDULE 13G/A	2026-01-21	2025-12-31	24,922,386	7.8%
Tianqi Lithium HK Co., Ltd.	SCHEDULE 13G/A	2026-01-21	2025-12-31	24,922,386	7.8%
Anderson Investments Pte. Ltd.	SCHEDULE 13G/A	2025-11-10	2025-09-30	2,595,854	0.8%
Temasek Holdings (Private) Limited	SCHEDULE 13G/A	2025-11-10	2025-09-30	3,160,712	1%
Tembusu Capital Pte. Ltd.	SCHEDULE 13G/A	2025-11-10	2025-09-30	2,595,854	0.8%
Thomson Capital Pte. Ltd.	SCHEDULE 13G/A	2025-11-10	2025-09-30	2,595,854	0.8%
SK Inc.	SCHEDULE 13G/A	2025-02-12	2024-12-31	15,741,972	4.91%
General Motors Company	SCHEDULE 13D/A	2025-01-14	2025-01-10	3,921,950	1.2%
General Motors Holdings LLC	SCHEDULE 13D/A	2025-01-14	2025-01-10	3,921,950	1.2%
General Motors Ventures LLC	SCHEDULE 13D/A	2025-01-14	2025-01-10	2,385,124	0.8%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.