SES AI Corp (SES) Institutional Ownership

Ownership Summary

A total of 123 institutions have reported a stake in SES AI Corp (NYSE:SES) as of December 2025, according to recent 13F filings with the SEC.

• Ses Ai saw its institutional ownership percentage rose to 19.7% in December 2025 from 17.4% in September 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by 19.45%, with a year-over-year an increase of 35.16% in the count of filers.
• During the quarter, 74 institutions bought more Ses Ai shares, 27 sold shares, and 22 of the 123 total investors held their position steady.
• The total number of shares held by institutions in Ses Ai increased to 68.74Mn as of December 2025, a net change of up by 11.19Mn shares quarter on quarter, and down 19.92Mn shares year over year.
• VANGUARD GROUP INC's holding of 11.35Mn shares as of December 31, 2025 makes it the primary institutional investor in Ses Ai, owning 3.26% of the stock.
• Among the most significant buyers of Ses Ai during December 2025 were TWO SIGMA INVESTMENTS, LP (3.35Mn), UBS Group AG (2.87Mn), RENAISSANCE TECHNOLOGIES LLC (2.85Mn), TWO SIGMA ADVISERS, LP (2.77Mn), GOLDMAN SACHS GROUP INC (2.74Mn).
• Leading sellers of Ses Ai stock in December 2025 included Temasek Holdings (Private) Ltd (9.52Mn), CITADEL ADVISORS LLC (2.36Mn), MILLENNIUM MANAGEMENT LLC (1.91Mn), GSA CAPITAL PARTNERS LLP (775.43K), Cinctive Capital Management LP (179.49K).
• The top 10 institutional holders of Ses Ai for the quarter ending December 2025 included VANGUARD GROUP INC (11.35Mn), BlackRock, Inc. (5.48Mn), TWO SIGMA INVESTMENTS, LP (5.24Mn), UBS Group AG (3.20Mn), Temasek Holdings (Private) Ltd (3.16Mn), TWO SIGMA ADVISERS, LP (3.15Mn), GEODE CAPITAL MANAGEMENT, LLC (3.08Mn), RENAISSANCE TECHNOLOGIES LLC (2.92Mn), General Motors Holdings LLC (2.92Mn), STATE STREET CORP (2.89Mn).