SES AI Corporation
SES AI Corporation（SES）股东结构
基于 13F 申报与流通股数据，展示机构、内部人与公众持股结构；下方为前十大机构、机构动向与内部人交易。
SEC 13F · FMP · SES · 截至 2025年9月30日
股东结构概览
105
机构持有人数
▼ 12 vs Q2
$102.20M
机构持仓总市值
▲ $46.09M vs Q2
325.40M
总流通股
freeFloat 87.53%
61.17M
13F 申报持股数
▼ 3.20M vs Q2
机构持仓% = 13F 持股数 ÷ 总流通股。内部人% = 100 − 自由流通率。散户% = 自由流通率 − 机构%。数据来源：FMP /symbol-positions-summary + /shares-float + SEC EDGAR。
前10大机构持仓
SES 最大股东 · 机构持仓
Q3 2025 · SEC 13F
显示前 10 家
| 机构 | 持股数 | 占比 | 权重 | 市值 | 申报日 | 变动 |
|---|---|---|---|---|---|---|
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 |
数据来源：SEC 13F 申报文件。变动标识：isNew / isSoldOut / changeInSharesNumber。
机构仓位变动
Q3 2025 对比上季度
Q3 2025
28
增持
+17.77M 股9
新建仓
首次建仓9
减持
−18.77M 股0
清仓
完全退出净股数变化（前50家）
1.00M
+17.77M / −18.77M
净新增持仓人
+28
新建 9 个 / 退出 0 个
基于前50家最大机构持仓统计，全市场实际数量可能不同。
内幕交易买卖情绪
SES 内幕交易记录
数据来源：SEC Form 4
近期内部人员以卖出为主。 卖出可能源于预定的 10b5-1 计划，不代表负面展望。
7
买入笔数
4
卖出笔数
1.75
买卖比
$0M
卖出总金额
最近内幕交易记录
最近10条 · 仅普通股
| 姓名 · 职位 | 日期 | 类型 | 股数 | 价格 | 金额 | 交易后持股 | 申报 |
|---|---|---|---|---|---|---|---|
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 ↗ |
数据来源：SEC Form 4。买卖方向：acquisitionOrDisposition A=买入，D=卖出。已排除 RSU 归属（M-Exempt）。
关于机构与内部人持股结构
SES AI Corporation（SES）主要由机构投资者持有，机构持股比例约为 18.8%。公司内部人员持股约 12.47%，散户及公众持股约占剩余的 68.73%。
SES AI Corporation 最大机构股东为 TEMASEK HOLDINGS (PRIVATE) LTD，截至 September 30, 2025 持有约 12.68 million 股，占总流通股的 3.82%。
目前共有 105 家机构持有 SES 股票，合计持仓市值约 $102,200,942，数据来源为最新 SEC 13F 申报。
常见问题
SES ownershipSES AI Corporation（SES）主要由机构投资者持有，机构持股约 18.8%。最大股东为 TEMASEK HOLDINGS (PRIVATE) LTD，持股比例 3.82%。内部人员持股约 12.47%。数据来源 SEC Form 13F，截至 September 30, 2025。