SES SES AI Corporation
SES AI Corporation (SES) Institutional Ownership
What the institutions did with SES last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 18.9M | 20.0% |
| Invesco Ltd. | 10.3M | 10.8% |
| STATE STREET CORP | 9.6M | 10.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | 10.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 6.6M | 7.0% |
| TWO SIGMA INVESTMENTS, LP | 5.7M | 6.0% |
| Temasek Holdings (Private) Ltd | 3.2M | 3.3% |
| General Motors Holdings LLC | 2.9M | 3.1% |
| LMR Partners LLP | 2.9M | 3.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.1M | 2.3% |
| NORTHERN TRUST CORP | 2.0M | 2.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | 2.1% |
| VANGUARD FIDUCIARY TRUST CO | 1.7M | 1.8% |
| RENAISSANCE TECHNOLOGIES LLC | 1.7M | 1.8% |
| D. E. Shaw & Co., Inc. | 1.2M | 1.3% |
| ACADIAN ASSET MANAGEMENT LLC | 974.9K | 1.0% |
| UBS Group AG | 866.8K | 0.9% |
| XTX Topco Ltd | 792.4K | 0.8% |
| Bank of New York Mellon Corp | 699.1K | 0.7% |
| Inspire Investing, LLC | 696.1K | 0.7% |
| MILLENNIUM MANAGEMENT LLC | 623.4K | 0.7% |
| Kestra Advisory Services, LLC | 618.6K | 0.7% |
| GSA CAPITAL PARTNERS LLP | 618.3K | 0.7% |
| FIL Ltd | 494.6K | 0.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 453.4K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BlackRock, Inc. | Increased | 5.5M | 18.9M | +13.5M |
| STATE STREET CORP | Increased | 3.0M | 9.6M | +6.6M |
| TWO SIGMA INVESTMENTS, LP | Increased | 2.0M | 5.7M | +3.7M |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 3.2M | 6.6M | +3.4M |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 4.6M | 1.7M | -2.9M |
| LMR Partners LLP | Increased | 202.2K | 2.9M | +2.7M |
| MARSHALL WACE, LLP | Sold Out | 2.7M | 0 | -2.7M |
| MILLENNIUM MANAGEMENT LLC | Reduced | 3.2M | 623.4K | -2.6M |
| GOLDMAN SACHS GROUP INC | Reduced | 2.6M | 161.1K | -2.5M |
| Invesco Ltd. | Increased | 7.9M | 10.3M | +2.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 242.9K | 2.0M | +1.7M |
| Qube Research & Technologies Ltd | Sold Out | 1.6M | 0 | -1.6M |
| NORTHERN TRUST CORP | Increased | 638.4K | 2.0M | +1.3M |
| D. E. Shaw & Co., Inc. | New | 0 | 1.2M | +1.2M |
| MORGAN STANLEY | Reduced | 1.1M | 108.6K | -964.2K |
| UBS Group AG | Reduced | 1.7M | 866.8K | -865.9K |
| Cinctive Capital Management LP | Reduced | 938.0K | 193.7K | -744.3K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 943.1K | 272.5K | -670.7K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold Out | 662.1K | 0 | -662.1K |
| Bank of New York Mellon Corp | Increased | 75.6K | 699.1K | +623.5K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 359.1K | 974.9K | +615.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 1.6M | 2.1M | +547.8K |
| CITADEL ADVISORS LLC | Sold Out | 513.1K | 0 | -513.1K |
| Swiss National Bank | Sold Out | 411.3K | 0 | -411.3K |
| Squarepoint Ops LLC | Sold Out | 392.8K | 0 | -392.8K |
| Brevan Howard Capital Management LP | Sold Out | 335.7K | 0 | -335.7K |
| Nuveen, LLC | New | 0 | 333.5K | +333.5K |
| XTX Topco Ltd | Increased | 459.7K | 792.4K | +332.7K |
| POLEN CAPITAL MANAGEMENT LLC | Sold Out | 320.3K | 0 | -320.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Sold Out | 319.5K | 0 | -319.5K |
| BANK OF AMERICA CORP /DE/ | Reduced | 610.4K | 293.4K | -317.0K |
| ALGERT GLOBAL LLC | Sold Out | 311.4K | 0 | -311.4K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 418.8K | 147.0K | -271.7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 197.0K | 450.9K | +253.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 203.6K | 453.4K | +249.8K |
| DEUTSCHE BANK AG\ | New | 0 | 245.9K | +245.9K |
| Graham Capital Management, L.P. | Sold Out | 240.4K | 0 | -240.4K |
| Electron Capital Partners, LLC | New | 0 | 239.8K | +239.8K |
| Quadrature Capital Ltd | Sold Out | 235.3K | 0 | -235.3K |
| ALLIANCEBERNSTEIN L.P. | New | 0 | 225.8K | +225.8K |
| Kestra Advisory Services, LLC | Increased | 396.2K | 618.6K | +222.4K |
| GSA CAPITAL PARTNERS LLP | Increased | 401.6K | 618.3K | +216.8K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 1.5M | 1.7M | +213.6K |
| WELLS FARGO & COMPANY/MN | Increased | 30.0K | 242.8K | +212.9K |
| Point72 Asset Management, L.P. | Sold Out | 209.7K | 0 | -209.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | New | 0 | 206.8K | +206.8K |
| RHUMBLINE ADVISERS | New | 0 | 193.6K | +193.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Reduced | 192.7K | 3.5K | -189.2K |
| TORONTO DOMINION BANK | New | 0 | 178.8K | +178.8K |
| Schonfeld Strategic Advisors LLC | Sold Out | 178.8K | 0 | -178.8K |
| CITIGROUP INC | Reduced | 305.7K | 134.4K | -171.3K |
| MetLife Investment Management, LLC | New | 0 | 158.3K | +158.3K |
| JUPITER ASSET MANAGEMENT LTD | Sold Out | 149.3K | 0 | -149.3K |
| Inspire Investing, LLC | Increased | 546.8K | 696.1K | +149.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | Sold Out | 139.5K | 0 | -139.5K |
| ALLSTATE CORP | Reduced | 253.9K | 116.5K | -137.4K |
| Artemis Investment Management LLP | New | 0 | 133.3K | +133.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | New | 0 | 116.1K | +116.1K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 9.5M | 9.6M | +114.9K |
| JPMORGAN CHASE & CO | Reduced | 207.4K | 104.8K | -102.6K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.