§ ELECTRICAL EQUIPMENT
USD · Electrical EquipmentSES
SES AI CORP
USDSector · Electrical Equipment
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
79 increased/new, 35 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 9.5M | n/a | n/a |
| BlackRock, Inc. | 5.5M | 0.0% | +0% |
| Renaissance Technologies | 4.6M | 0.0% | +57% |
| Geode Capital Management | 3.2M | 0.0% | +4% |
| Millennium Management | 3.2M | 0.0% | +26% |
| Temasek Holdings (Private) Ltd | 3.2M | 0.0% | ±0% |
◇ AC INTELLIGENCE
Top institutional owners for SES as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER76.5% · 0 holders
OTHER11.1% · 94 holders
PASSIVE / INDEX5.0% · 6 holders
DEALER / BANK2.9% · 19 holders
SYSTEMATIC / QUANT2.4% · 7 holders
TACTICAL / MACRO1.2% · 3 holders
QUALITY / COMPOUNDER0.8% · 11 holders
INCOME / DEFENSIVE0.1% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SES in the last 180 days.