Ses Ai SES Institutional Ownership

Updated Oct 11, 2026

SES AI Corp (NYSE:SES) appeared in the 13F filings of 133 institutional investors for the quarter ended June 30, 2026.

• These investors held 27.61% of Ses Ai's outstanding shares at the end of Q2 2026, up from 22.65% in Q1 2026.
• Total shares held in Ses Ai rose 22.84% from Q1 2026, while the number of holders rose 22.02% from Q2 2025.
• Of the 133 holders of SES in Q2 2026, 74 added to their positions, 31 reduced their stakes and 28 left their positions unchanged.
• The aggregate institutional position in Ses Ai was 90.36Mn shares at the end of Q2 2026, up 16.8Mn from the prior quarter and up 26.34Mn from a year earlier.
• As of June 30, 2026, BlackRock, Inc. held the largest stake in Ses Ai with 18.95Mn shares, or 5.79% of shares outstanding.
• The largest position increases in SES for Q2 2026 were by BlackRock, Inc. (+13.47Mn shares), State Street Corp (+6.58Mn shares), Two Sigma Investments, LP (+3.72Mn shares), Geode Capital Management, LLC (+3.43Mn shares) and Invesco Ltd. (+2.37Mn shares).
• Among holders that kept a stake in Ses Ai, the biggest sellers in Q2 2026 were Renaissance Technologies LLC (-2.92Mn shares), Millennium Management LLC (-2.56Mn shares), Goldman Sachs Group Inc (-2.48Mn shares), Morgan Stanley (-964.17K shares) and UBS Group AG (-867.01K shares).
• Business Quant data shows the 10 biggest positions in Ses Ai as of Q2 2026 were held by BlackRock, Inc. (18.95Mn shares), Invesco Ltd. (10.27Mn shares), State Street Corp (9.62Mn shares), Vanguard Capital Management LLC (9.59Mn shares), Geode Capital Management, LLC (6.62Mn shares), Two Sigma Investments, LP (5.71Mn shares), Temasek Holdings (Private) Ltd (3.16Mn shares), General Motors Holdings LLC (2.92Mn shares), Charles Schwab Investment Management Inc (2.15Mn shares) and Northern Trust Corp (1.98Mn shares).