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SES · NYSE · Auto - Parts

S.E.S. AI (SES)

Builds energy-storage systems, drone batteries, and advanced battery materials with AI-enabled development.

$0.5408
vs last close−0.03 (−5.12%)

13F · 13D/G · Form 4

Institutions24.91%92.51M shares
141 holders · as of Jun 30, 2026
Insiders15.34%56.94M shares
12 holders · as of Sep 3, 2026
Strategic holders18.61%69.09M shares
3 holders · as of Jan 21, 2026
Other41.14%152.75M shares
remainder

371.29M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (371.29M in the company's Sep 22, 2026 report, 325.40M elsewhere); stakes use the report.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Qichao Hu1Insiderdirector, 10 percent owner, officer: CEO & CHAIRMAN
13.16%43.98M Afiled May 20, 2026
Vertex Legacy Continuation Fund Pte Ltd.2Strategic10 percent owner
8.69%32.26Mfiled Feb 10, 2022
Tianqi Lithium HK Co., Ltd.3Strategic10 percent owner
6.71%24.92M Afiled Jan 21, 2026
BlackRock, Inc.Institution
5.10%18.95M Aas of Jun 30, 2026
Ivanhoe Capital Sponsor LLC4Strategic10 percent owner
3.21%11.91M Afiled Feb 11, 2022
Invesco Ltd.Institution
2.76%10.27M Aas of Jun 30, 2026
State Street CorpInstitution
2.59%9.62M Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.58%9.59M Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.78%6.62M Aas of Jun 30, 2026
Two Sigma Investments, LPInstitution
1.54%5.71M Aas of Jun 30, 2026
Temasek Holdings (Private) LtdInstitution
0.85%3.16M Aas of Jun 30, 2026
General Motors Holdings LLCInstitution
0.79%2.92M Aas of Jun 30, 2026
Jing NealisInsiderofficer: CHIEF FINANCIAL OFFICER
0.62%2.31M Afiled Apr 16, 2026
Charles Schwab Investment Management IncInstitution
0.58%2.15M Aas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.58%2.15M Aas of Jun 30, 2026
Northern Trust CorpInstitution
0.53%1.98M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.53%1.98M Aas of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.46%1.72M Aas of Jun 30, 2026
Renaissance Technologies LLCInstitution
0.45%1.68M Aas of Jun 30, 2026
Hong GanInsiderofficer: CHIEF SCIENCE OFFICER
0.28%1.03M Afiled Apr 16, 2026
Kyle PilkingtonInsiderofficer: CHIEF LEGAL OFFICER
0.28%1.02M Afiled May 27, 2026
Acadian Asset Management LLCInstitution
0.26%974,903 Aas of Jun 30, 2026
UBS Group AGInstitution
0.23%865,665 Aas of Jun 30, 2026
XTX Topco LtdInstitution
0.21%792,396 Aas of Jun 30, 2026
Kang XuInsiderofficer: CHIEF TECHNOLOGY OFFICER
0.21%766,437 Afiled Sep 3, 2026
  1. Qichao Hu's transaction reports restate only vehicles that traded; the 2022 ownership statement (43.98M) plus the 4.89M net shares acquired since is used instead.
  2. The filed share classes (COMMON) could not be matched to the company's, so no percentage.
  3. Tianqi Lithium HK Co., Ltd.'s own ownership statement (13G, Jan 21, 2026) reports fewer shares than the transaction reports; the statement is used.
  4. Ivanhoe Capital Sponsor LLC's transaction reports restate only vehicles that traded; the 2022 ownership statement (11.91M) is used instead.

13F, as of Jun 30, 2026

141 holders · 92.51M shares · 41 new positions · 77 increased · 32 reduced · 47 closed

HolderShares% of companyChg q/qFiled
BlackRock, Inc.18.95M5.10%+13.47MAug 7, 2026
Invesco Ltd.10.27M2.76%+2.37MAug 14, 2026
State Street Corp9.62M2.59%+6.58MAug 7, 2026
Vanguard Capital Management LLC9.59M2.58%+114.9KAug 13, 2026
Geode Capital Management, LLC6.62M1.78%+3.43MAug 12, 2026
Two Sigma Investments, LP5.71M1.54%+3.72MAug 14, 2026
Temasek Holdings (Private) Ltd3.16M0.85%0Aug 7, 2026
General Motors Holdings LLC2.92M0.79%0Jul 31, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Tianqi Lithium HK Co., Ltd.7.80%24.92M13GJan 21, 2026
BlackRock, Inc.5.80%18.83M13GJul 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 22, 2026
Kyle Pilkingtonofficer: CHIEF LEGAL OFFICER
Sale25,000$1.201,023,548
Mar 9, 2026
Kyle Pilkingtonofficer: CHIEF LEGAL OFFICER
Sale25,000$1.20780,203
Jan 23, 2026
Hong Ganofficer: CHIEF SCIENCE OFFICER
Sale100,000$2.501,253,286
Jan 22, 2026
Hong Ganofficer: CHIEF SCIENCE OFFICER
Sale150,000$2.501,253,286
Dec 15, 2025
Hong Ganofficer: CHIEF SCIENCE OFFICER
Sale100,000$1.981,253,286
Nov 17, 2025
Hong Ganofficer: CHIEF SCIENCE OFFICER
Sale150,000$1.901,253,286

House and Senate disclosures

Not reported.