SES AI CORP (SES) Institutional Ownership Changes & 13F Activity
SES AI CORP (SES). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Two Sigma Investments, Lp, Temasek Holdings (Private) Ltd, Two Sigma Advisers, Lp, Millennium Management Llc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Shp Wealth Management | Buy | +50 | — | 50 | $90.00 | Q4 2025 | Mar 04, 2026 |
| Virtu Financial Llc | Buy | +159,360 | — | 159,360 | $287.00K | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth Llc | Buy | +10,000 | — | 10,000 | $18.00K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +25,750 | — | 25,750 | $46.35K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +250 | — | 250 | $450.00 | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +166 | — | 166 | $298.00 | Q4 2025 | Feb 18, 2026 |
| Two Sigma Investments, Lp | Buy | +5,237,782 | — | 5,237,782 | $9.43M | Q4 2025 | Feb 17, 2026 |
| Temasek Holdings (Private) Ltd | Buy | +3,160,712 | — | 3,160,712 | $5.69M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Advisers, Lp | Buy | +3,152,700 | — | 3,152,700 | $5.67M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +2,516,589 | — | 2,516,589 | $4.53M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +1,730,875 | — | 1,730,875 | $3.12M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +742,773 | — | 742,773 | $1.34M | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +646,264 | — | 646,264 | $1.16M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +532,105 | — | 532,105 | $957.79K | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | Buy | +443,742 | — | 443,742 | $798.74K | Q4 2025 | Feb 17, 2026 |
| Fil Ltd | Buy | +400,000 | — | 400,000 | $720.00K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +337,330 | — | 337,330 | $607.19K | Q4 2025 | Feb 17, 2026 |
| Cinctive Capital Management Lp | Buy | +335,826 | — | 335,826 | $604.49K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +284,366 | — | 284,366 | $511.86K | Q4 2025 | Feb 17, 2026 |
| California State Teachers Retirement System | Buy | +192,663 | — | 192,663 | $346.79K | Q4 2025 | Feb 17, 2026 |
| Janus Henderson Group Plc | Buy | +122,100 | — | 122,100 | $220.39K | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management Llc | Buy | +97,464 | — | 97,464 | $175.44K | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | Buy | +96,175 | — | 96,175 | $173.12K | Q4 2025 | Feb 17, 2026 |
| Balyasny Asset Management L.P. | Buy | +79,757 | — | 79,757 | $143.56K | Q4 2025 | Feb 17, 2026 |
| Shay Capital Llc | Buy | +75,551 | — | 75,551 | $135.99K | Q4 2025 | Feb 17, 2026 |
| Jain Global Llc | Buy | +75,254 | — | 75,254 | $135.46K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +74,712 | — | 74,712 | $134.48K | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +67,478 | — | 67,478 | $121.46K | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, Llc | Buy | +59,520 | — | 59,520 | $107.14K | Q4 2025 | Feb 17, 2026 |
| Canada Pension Plan Investment Board | Buy | +49,600 | — | 49,600 | $89.28K | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about SES activity
Which institutional owners are buying SES?
Institutional owners buying SES include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SES activity?
"Buy" means an investor increased their reported position in SES compared to the prior reporting period. This reflects growing exposure to SES AI CORP (SES) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SES increasing?
Institutional interest in SES can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related SES Institutional Insights
- SES Overview
- SES 13F Institutional Holders
- SES Superinvestors
- Consumer Cyclical Sector Institutional Ownership
- Consumer Cyclical Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Cyclical Stocks By Institutional Investors
- Most Sold Consumer Cyclical Stocks By Institutional Investors
- SES Insider Trading & SEC Form 4 Activity
- SES Articles
- Top Institutional Investor Stock Rankings