Who owns SES AI Corporation (SES)
Which tracked institutional funds hold SES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SES company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SES is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 29 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SES’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SES more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SES divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 148 tracked filers holding SES, 78 increased or opened the position and 67 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SES between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- MARSHALL WACE, LLP$3M
- VANGUARD FIDUCIARY TRUST CO$1M
- JACOBS LEVY EQUITY MANAGEMENT, INC$637K
- Inspire Investing, LLC$526K
Full exits 4
- VANGUARD GROUP INC$20M
- TWO SIGMA ADVISERS, LP$6M
- Baird Financial Group, Inc.$3M
- Walleye Capital LLC$610K
Largest adds
- DIMENSIONAL FUND ADVISORS LP$450K
- Qube Research & Technologies Ltd$343K
- Cinctive Capital Management LP$287K
Largest trims
- TWO SIGMA INVESTMENTS, LP$8M
- JANE STREET GROUP, LLC$5M
- Invesco Ltd.$5M
- BlackRock, Inc.$5M
- UBS Group AG$4M
- Temasek Holdings (Private) Ltd$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,471,108 | $9M | 8.7% | 2026-Q1 |
| Invesco Ltd. added | 7,895,246 | $8M | 7.3% | 2026-Q1 |
| BlackRock, Inc. added | 5,481,111 | $5M | 5.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 4,596,252 | $4M | 4.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,193,754 | $3M | 2.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 3,180,655 | $3M | 2.9% | 2026-Q1 |
| Temasek Holdings (Private) Ltd | 3,160,712 | $3M | 2.9% | 2026-Q1 |
| STATE STREET CORP added | 3,038,810 | $3M | 2.8% | 2026-Q1 |
| General Motors Holdings LLC | 2,921,950 | $3M | 2.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 2,669,589 | $3M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,638,258 | $3M | 2.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,990,019 | $2M | 1.8% | 2026-Q1 |
| UBS Group AG added | 1,732,680 | $2M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,599,768 | $2M | 1.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,566,291 | $2M | 1.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,509,167 | $1M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,072,776 | $1M | 1.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 943,138 | $906K | 0.9% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 662,115 | $637K | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 638,447 | $614K | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 610,399 | $587K | 0.6% | 2026-Q1 |
| Inspire Investing, LLC new | 546,777 | $526K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 513,112 | $494K | 0.5% | 2026-Q1 |
| XTX Topco Ltd added | 459,704 | $442K | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 418,765 | $403K | 0.4% | 2026-Q1 |
| Swiss National Bank | 411,300 | $396K | 0.4% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 401,552 | $386K | 0.4% | 2026-Q1 |
| FIL Ltd added | 400,000 | $385K | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 396,185 | $381K | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 392,761 | $378K | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 359,067 | $341K | 0.3% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 335,650 | $323K | 0.3% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 320,271 | $308K | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 319,480 | $307K | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC new | 311,390 | $300K | 0.3% | 2026-Q1 |
| HITE Hedge Asset Management LLC | 306,121 | $294K | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 305,723 | $294K | 0.3% | 2026-Q1 |
| ALLSTATE CORP new | 253,925 | $244K | 0.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 242,906 | $234K | 0.2% | 2026-Q1 |
| Graham Capital Management, L.P. added | 240,428 | $231K | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 235,265 | $226K | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 209,686 | $202K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 203,584 | $196K | 0.2% | 2026-Q1 |
| LMR Partners LLP trimmed | 202,210 | $195K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 207,397 | $190K | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 196,963 | $189K | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 192,663 | $185K | 0.2% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 180,492 | $174K | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 178,767 | $172K | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD new | 149,285 | $144K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 139,451 | $134K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 140,845 | $134K | 0.1% | 2026-Q1 |
| Jain Global LLC added | 125,554 | $121K | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 123,049 | $118K | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | 122,100 | $118K | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 112,578 | $108K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 108,498 | $104K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 104,033 | $100K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 101,700 | $98K | 0.1% | 2026-Q1 |
| OMERS ADMINISTRATION Corp trimmed | 95,900 | $92K | 0.1% | 2026-Q1 |
| Voleon Capital Management LP added | 84,143 | $81K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp | 75,621 | $73K | 0.1% | 2026-Q1 |
| Shay Capital LLC trimmed | 73,551 | $71K | 0.1% | 2026-Q1 |
| Diametric Capital, LP added | 70,989 | $68K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC new | 70,776 | $68K | 0.1% | 2026-Q1 |
| Catalyst Funds Management Pty Ltd added | 67,700 | $65K | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 66,027 | $64K | 0.1% | 2026-Q1 |
| Sitrin Capital Management LLC | 62,245 | $60K | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 59,073 | $57K | 0.1% | 2026-Q1 |
| ARIZONA STATE RETIREMENT SYSTEM added | 57,966 | $56K | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 57,120 | $55K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 55,707 | $54K | 0.1% | 2026-Q1 |
| FMR LLC added | 54,029 | $52K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 11,352,732 | $20M | 19.5% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 3,152,700 | $6M | 5.4% | 2025-Q4 stale |
| Baird Financial Group, Inc. added | 1,911,548 | $3M | 3.3% | 2025-Q4 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 1,500,000 | $3M | 2.4% | 2025-Q3 stale |
| Walleye Capital LLC added | 338,620 | $610K | 0.6% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC added | 611,408 | $543K | 0.5% | 2025-Q2 stale |
| MYDA Advisors LLC added | 170,000 | $284K | 0.3% | 2025-Q3 stale |
| Quantbot Technologies LP added | 137,581 | $248K | 0.2% | 2025-Q4 stale |
| Nuveen, LLC new | 447,677 | $233K | 0.2% | 2025-Q1 stale |
| Aquatic Capital Management LLC new | 97,464 | $175K | 0.2% | 2025-Q4 stale |
| Hudson Bay Capital Management LP added | 95,957 | $173K | 0.2% | 2025-Q4 stale |
| Aster Capital Management (DIFC) Ltd new | 172,874 | $154K | 0.1% | 2025-Q2 stale |
| Balyasny Asset Management L.P. added | 79,757 | $144K | 0.1% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) added | 74,712 | $134K | 0.1% | 2025-Q4 stale |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 124,600 | $110K | 0.1% | 2025-Q2 stale |
| Lighthouse Investment Partners, LLC new | 59,520 | $107K | 0.1% | 2025-Q4 stale |
| IEQ CAPITAL, LLC trimmed | 118,068 | $105K | 0.1% | 2025-Q2 stale |
| SIMPLEX TRADING, LLC trimmed | 55,024 | $91K | 0.1% | 2025-Q3 stale |
| Quantessence Capital LLC new | 102,207 | $91K | 0.1% | 2025-Q2 stale |
| BANK OF NOVA SCOTIA new | 54,300 | $91K | 0.1% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 51,617 | $86K | 0.1% | 2025-Q3 stale |
| Banco BTG Pactual S.A. new | 46,640 | $78K | 0.1% | 2025-Q3 stale |
| RHUMBLINE ADVISERS trimmed | 143,013 | $75K | 0.1% | 2025-Q1 stale |
| NewEdge Wealth, LLC added | 141,330 | $74K | 0.1% | 2025-Q1 stale |
| Scientech Research LLC new | 32,435 | $58K | 0.1% | 2025-Q4 stale |
| Daiwa Securities Group Inc. new | 32,210 | $58K | 0.1% | 2025-Q4 stale |
| DEUTSCHE BANK AG\ trimmed | 108,145 | $56K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.