Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SES held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.9M | $18.2M | +245.7% | 5.822% | 0.00% |
| 2 | Artemis Investment Management LLP | 133K | $13.7M | — | 0.041% | 0.12% |
| 3 | Invesco Ltd. | 10.3M | $9.9M | +30.0% | 3.155% | 0.00% |
| 4 | STATE STREET CORP | 9.6M | $9.2M | +216.6% | 2.957% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | $9.2M | +1.2% | 2.946% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 6.6M | $6.4M | +107.3% | 2.034% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 5.7M | $5.5M | +187.0% | 1.755% | 0.00% |
| 8 | Temasek Holdings (Private) Ltd | 3.2M | $3.0M | 0.0% | 0.971% | 0.01% |
| 9 | General Motors Holdings LLC | 2.9M | $2.8M | 0.0% | 0.898% | 3.52% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.1M | $2.1M | +34.2% | 0.660% | 0.00% |
| 11 | NORTHERN TRUST CORP | 2.0M | $1.9M | +210.5% | 0.609% | 0.00% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | $1.9M | +714.1% | 0.608% | 0.00% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 1.7M | $1.7M | +14.2% | 0.529% | 0.00% |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 1.7M | $1.6M | -63.5% | 0.516% | 0.00% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.2M | $1.2M | -13.2% | 0.369% | 0.00% |
| 16 | UBS Group AG | 866K | $831K | -50.0% | 0.266% | 0.00% |
| 17 | XTX Topco Ltd | 792K | $761K | +72.4% | 0.244% | 0.01% |
| 18 | Bank of New York Mellon Corp | 699K | $671K | +824.5% | 0.215% | 0.00% |
| 19 | Inspire Investing, LLC | 696K | $668K | +27.3% | 0.214% | 0.03% |
| 20 | MILLENNIUM MANAGEMENT LLC | 623K | $599K | -80.4% | 0.192% | 0.00% |
| 21 | Kestra Advisory Services, LLC | 619K | $594K | +56.1% | 0.190% | 0.00% |
| 22 | Mitsubishi UFJ Asset Management Co., Ltd. | 451K | $433K | +128.9% | 0.139% | 0.00% |
| 23 | FIL Ltd | 400K | $384K | 0.0% | 0.123% | 0.00% |
| 24 | Nuveen, LLC | 334K | $320K | — | 0.103% | 0.00% |
| 25 | HITE Hedge Asset Management LLC | 306K | $294K | 0.0% | 0.094% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SES — a direct measure of their conviction.
Filings activity in SES during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 132 | 8.3% | 28.09% | +4.55 pp | $99M | +38% |
| Q1 2026 | 144 | +11% | 23.54% | +1.52 pp | $72M | 49% |
| Q4 2025 | 130 | +33% | 22.02% | +2.53 pp | $142M | +38% |
| Q3 2025 | 98 | 13% | 19.49% | 0.78 pp | $103M | +88% |
| Q2 2025 | 112 | +6.7% | 20.27% | 4.46 pp | $55M | +34% |
| Q1 2025 | 105 | +14% | 24.73% | 0.56 pp | $41M | 79% |
| Q4 2024 | 92 | +1.1% | 25.29% | 5.55 pp | $192M | +218% |
| Q3 2024 | 91 | — | 30.84% | — | $60M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SES stock.
Based on Q2 2026 13F filings, institutional ownership of SES AI Corporation stands at 28.1%, held across 132 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SES, with approximately 18,946,396 shares worth $0.02B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of SES, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for SES is 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in SES during Q2 2026, while 45 fully exited. 35 added to existing positions and 58 trimmed.
SES institutional ownership rose by 4.55 percentage points quarter-over-quarter, with a net change of -12 holders.
The top 10 institutions account for 80.3% of all reported 13F value in SES, and the top 25 account for 94.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
SES AI Corporation (SES) Institutional Ownership