Ranked by reported Q1 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 | VANGUARD CAPITAL MANAGEMENT LLC | 9.5M | $9.1M | β | 2.935% | 0.00% |
| 2 | Invesco Ltd. | 7.9M | $7.6M | +15.9% | 2.447% | 0.00% |
| 3 | BlackRock, Inc. | 5.5M | $5.3M | +0.1% | 1.698% | 0.00% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 4.6M | $4.4M | +57.2% | 1.424% | 0.01% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $3.1M | +3.6% | 0.990% | 0.00% |
| 6 | MILLENNIUM MANAGEMENT LLC | 3.2M | $3.1M | +26.4% | 0.985% | 0.00% |
| 7 | Temasek Holdings (Private) Ltd | 3.2M | $3.0M | 0.0% | 0.979% | 0.01% |
| 8 | STATE STREET CORP | 3.0M | $2.9M | +5.3% | 0.942% | 0.00% |
| 9 | General Motors Holdings LLC | 2.9M | $2.8M | 0.0% | 0.905% | 3.11% |
| 10 | MARSHALL WACE, LLP | 2.7M | $2.6M | β | 0.827% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 2.6M | $2.5M | -7.5% | 0.817% | 0.00% |
| 12 | TWO SIGMA INVESTMENTS, LP | 2.0M | $1.9M | -62.0% | 0.617% | 0.00% |
| 13 | UBS Group AG | 1.7M | $1.7M | -45.9% | 0.537% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $1.5M | +0.7% | 0.496% | 0.00% |
| 15 | Qube Research & Technologies Ltd | 1.6M | $1.5M | +142.4% | 0.485% | 0.00% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 1.5M | $1.5M | β | 0.468% | 0.00% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4M | $1.3M | -13.2% | 0.429% | 0.00% |
| 18 | MORGAN STANLEY | 1.1M | $1.0M | -25.0% | 0.332% | 0.00% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 943K | $906K | +272.5% | 0.292% | 0.00% |
| 20 | Cinctive Capital Management LP | 938K | $902K | +179.3% | 0.291% | 0.06% |
| 21 | CITADEL ADVISORS LLC | 874K | $840K | -60.9% | 0.271% | 0.00% |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 662K | $637K | β | 0.205% | 0.00% |
| 23 | NORTHERN TRUST CORP | 638K | $614K | -14.1% | 0.198% | 0.00% |
| 24 | BANK OF AMERICA CORP /DE/ | 610K | $587K | +114.7% | 0.189% | 0.00% |
| 25 | CWM Advisors, LLC | 547K | $526K | β | 0.169% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SES β a direct measure of their conviction.
Filings activity in SES during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 138 | +7.8% | 20.50% | 19.64 pp | $71M | 49% |
| Q4 2025 | 128 | +33% | 40.14% | +10.45 pp | $139M | +35% |
| Q3 2025 | 96 | 14% | 29.69% | +13.83 pp | $103M | +87% |
| Q2 2025 | 112 | +6.7% | 15.86% | +4.04 pp | $55M | +34% |
| Q1 2025 | 105 | +14% | 11.82% | 43.85 pp | $41M | 79% |
| Q4 2024 | 92 | +1.1% | 55.67% | +38.15 pp | $192M | +218% |
| Q3 2024 | 91 | +18% | 17.52% | 19.73 pp | $60M | 53% |
| Q2 2024 | 77 | β | 37.25% | β | $129M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SES stock.
Based on Q1 2026 13F filings, institutional ownership of SES AI Corporation stands at 20.5%, held across 138 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of SES, with approximately 9,471,108 shares worth $0.01B as of Q1 2026.
Yes β 5 widely-followed marquee investors appear among the top 25 institutional holders of SES, including RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for SES is 59 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
38 institutions opened new positions in SES during Q1 2026, while 28 fully exited. 19 added to existing positions and 80 trimmed.
SES institutional ownership fell by 19.64 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 62.0% of all reported 13F value in SES, and the top 25 account for 87.4%.
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