$SES

$0.79 +$0.15 (23.29%) Close

$SES Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 336.3M shares outstanding

Who owns SES?

By type of holder

Institutions 26.7% Insiders 0.0% Everyone else 73.3%

Concentration Top 10 holders own 20.6%

BlackRock, Inc. 5.6% · Invesco Ltd. 3.1%

Institutional ownership

26.7%

+4.8 pts vs last qtr

Institutional holders

129

-12 vs last qtr

Net shares bought

+16.2M

by institutions in Q2 2026

New / sold out

36 / 48

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +13.5M
State Street Corp +6.6M

Biggest sellers in Q2 2026

Renaissance Technologies LLC −2.9M
Marshall Wace, LLP SOLD OUT −2.7M

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.25M

9 notices from 3 people

Shares covered

1.4M

0.42% of the company

Arranged in advance

59%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Hong Gan Officer 10b5-1 $1.26M
Jing L Nealis Former affiliate $927K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+444.4%

+40.34% a year

Each share's claim on the business

−81.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.61M vs $79.1M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years81% 1–3 years11% Under 1 year9%

Quarterly turnover

42.0%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting SES on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	18.9M	5.63%	+13.5M (+245.7%)	2022	0.0%
Shares held by quarter Peak holding18.9M (Q2'26) Change over 8 quarters+9.7M Share of the company5.630% BlackRock, Inc.'s full portfolio →
I Invesco Ltd.	10.3M	3.05%	+2.4M (+30.0%)	2022	0.0%
Shares held by quarter Peak holding10.3M (Q2'26) Change over 8 quarters+10.2M Share of the company3.050% Invesco Ltd.'s full portfolio →

BlackRock, Inc.

18.9M

% of company

5.63%

Change vs last qtr

+13.5M (+245.7%)

Held since

2022

Invesco Ltd.

10.3M

% of company

3.05%

Change vs last qtr

+2.4M (+30.0%)

Held since

2022

28 more super investors behind a free account

See every manager holding SES AI Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SES on Form N-PORT; together they hold 13.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IR iShares Russell 2000 ETF iShares Trust	$6.12M	6.4M	1.89%	0.01%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6M	6.2M	1.86%	0.00%	June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$6.12M

% of company

1.89%

% of the fund

0.01%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6M

% of company

1.86%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding SES AI Corporation and how much of the fund the position is.

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