SES AI Corporation
SES AI Corporation (SES) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · SES · as of Sep 30, 2025
Ownership Breakdown
105
Institutional Holders
▼ 12 vs Q2
$102.20M
Total Inst. Value
▲ $46.09M vs Q2
325.40M
Shares Outstanding
freeFloat 87.53%
61.17M
13F Shares Held
▼ 3.20M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
SES largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
TEMASEK HOLDINGS (PRIVATE) LTD miscellaneous electrical machinery, equipment & supplies | 12.68M | 3.82% | 3.82% | $21.17B | Nov 14, 2025 | ▼ 15.39M |
VANGUARD GROUP INC miscellaneous electrical machinery, equipment & supplies | 11.08M | 3.34% | 3.34% | $18.51B | Nov 7, 2025 | ▲ 1.93M |
BLACKROCK, INC. miscellaneous electrical machinery, equipment & supplies | 4.50M | 1.36% | 1.36% | $7.52B | Nov 12, 2025 | ▲ 1.66M |
MILLENNIUM MANAGEMENT LLC miscellaneous electrical machinery, equipment & supplies | 4.43M | 1.33% | 1.33% | $7.39B | Nov 14, 2025 | ▲ 2.52M |
CITADEL ADVISORS LLC miscellaneous electrical machinery, equipment & supplies | 4.10M | 1.23% | 1.23% | $6.84B | Nov 14, 2025 | ▲ 3.83M |
GEODE CAPITAL MANAGEMENT, LLC miscellaneous electrical machinery, equipment & supplies | 2.99M | 90.21% | 90.21% | $5.00B | Nov 12, 2025 | ▲ 1.24M |
GENERAL MOTORS HOLDINGS LLC miscellaneous electrical machinery, equipment & supplies | 2.92M | 88.08% | 88.08% | $4.88B | Nov 14, 2025 | — held |
TWO SIGMA INVESTMENTS, LP miscellaneous electrical machinery, equipment & supplies | 1.89M | 57.01% | 57.01% | $3.16B | Nov 14, 2025 | ▲ 1.22M |
BAIRD FINANCIAL GROUP, INC. miscellaneous electrical machinery, equipment & supplies | 1.61M | 48.50% | 48.50% | $2.69B | Nov 13, 2025 | ▲ 833.6K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC miscellaneous electrical machinery, equipment & supplies | 1.59M | 47.92% | 47.92% | $2.65B | Nov 10, 2025 | ▲ 708.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
28
Increased
+17.77M shares9
New Positions
first time holders9
Decreased
−18.77M shares0
Sold Out
fully exitedNet shares change (top 50)
1.00M
+17.77M / −18.77M
Net new holders
+28
9 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
SES insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
7
Buy transactions
4
Sell transactions
1.75
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Pilkington Kyle CHIEF LEGAL OFFICER | May 22, 2026 | Sale | 25,000 | $1.20 | $30.0K | 1.02M | Form 4 ↗ |
Liu Yi Ray CHIEF FINANCIAL OFFICER | May 18, 2026 | Award | 331,858 | — | — | 331.9K | Form 4 ↗ |
Pilkington Kyle CHIEF LEGAL OFFICER | May 18, 2026 | Award | 353,982 | — | — | 1.05M | Form 4 ↗ |
Xu Kang CHIEF TECHNOLOGY OFFICER | May 18, 2026 | Award | 221,239 | — | — | 801.6K | Form 4 ↗ |
Hu Qichao CEO & CHAIRMAN | May 18, 2026 | Award | 1,504,425 | — | — | 5.45M | Form 4 ↗ |
Boyd Andrew J director | May 18, 2026 | Award | 141,593 | — | — | 437.9K | Form 4 ↗ |
Luo Eric director | May 18, 2026 | Award | 141,593 | — | — | 525.0K | Form 4 ↗ |
Ma Jiong director | May 18, 2026 | Award | 141,593 | — | — | 525.0K | Form 4 ↗ |
Pilkington Kyle CHIEF LEGAL OFFICER | Apr 14, 2026 | Tax Withhold | 25,185 | $1.10 | $27.7K | 694.6K | Form 4 ↗ |
Nealis Jing CHIEF FINANCIAL OFFICER | Apr 14, 2026 | Tax Withhold | 36,145 | $1.10 | $39.8K | 2.31M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
SES AI Corporation (SES) is primarily owned by institutional investors, who hold approximately 18.8% of total shares outstanding. Company insiders own approximately 12.47%, while retail and public investors account for the remaining 68.73%.
The largest institutional shareholder of SES AI Corporation is TEMASEK HOLDINGS (PRIVATE) LTD, holding approximately 12.68 million shares — equal to 3.82% of outstanding shares — as of September 30, 2025.
A total of 105 institutional investors currently hold SES stock, with a combined institutional value of approximately $102,200,942 as of the most recent 13F filing period.
Frequently asked questions
SES ownershipSES AI Corporation (SES) is primarily owned by institutional investors, who hold approximately 18.8% of shares. The largest shareholder is TEMASEK HOLDINGS (PRIVATE) LTD with a 3.82% stake. Company insiders hold 12.47%. Data sourced from SEC Form 13F as of September 30, 2025.