SESNYSEMiscellaneous Electrical Machinery, Equipment & SuppliesFiscal year ends December 31Also trades as SESCW
SES AI Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$0.70−0.01 (-1.88%)
Close on Oct 19, 2026
- Market cap
- $235.46M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
27.5%
90M of 327M shares
Institutional holders
130
36 new, 45 sold out
Net institutional buying
17M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $1.17M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Tianqi Lithium HK Co., Ltd. | 24,922,386 | 7.80% | 13G (passive) amendment | Dec 31, 2025 |
| General Motors Company | 19,724,337 | 6.20% | 13D (active) amendment | Nov 15, 2024 |
| BlackRock, Inc. | 18,829,305 | 5.80% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SES | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,946,396 | 5.79% | $18.19M | +13,465,285 | 0.00% |
| Invesco Ltd. | 10,265,727 | 3.14% | $9.86M | +2,368,031 | 0.00% |
| State Street Corp | 9,621,184 | 2.94% | $9.24M | +6,582,374 | 0.00% |
| Vanguard Capital Management LLC | 9,585,985 | 2.93% | $9.20M | +114,877 | 0.00% |
| Geode Capital Management, LLC | 6,619,239 | 2.02% | $6.36M | +3,425,485 | 0.00% |
| Two Sigma Investments, LP | 5,711,123 | 1.74% | $5.48M | +3,721,104 | 0.00% |
| Temasek Holdings (Private) Ltd | 3,160,712 | 0.97% | $3.03M | – | 0.01% |
| General Motors Holdings LLC | 2,921,950 | 0.89% | $2.81M | – | 3.52% |
| Charles Schwab Investment Management Inc | 2,147,594 | 0.66% | $2.06M | +547,826 | 0.00% |
| Northern Trust Corp | 1,982,414 | 0.61% | $1.90M | +1,343,967 | 0.00% |
| Vanguard Portfolio Management LLC | 1,977,420 | 0.60% | $1.90M | +1,734,514 | 0.00% |
| Vanguard Fiduciary Trust Co | 1,722,801 | 0.53% | $1.65M | +213,634 | 0.00% |
| Renaissance Technologies LLC | 1,678,042 | 0.51% | $1.61M | −2,918,210 | 0.00% |
| Acadian Asset Management LLC | 974,903 | 0.30% | $933 | +615,836 | 0.00% |
| UBS Group AG | 865,665 | 0.26% | $831.04K | −867,015 | 0.00% |
| XTX Topco Ltd | 792,396 | 0.24% | $760.86K | +332,692 | 0.01% |
| Bank of New York Mellon Corp | 699,122 | 0.21% | $671.30K | +623,501 | 0.00% |
| Inspire Investing, LLC | 696,061 | 0.21% | $668.36K | +149,284 | 0.03% |
| Millennium Management LLC | 623,351 | 0.19% | $598.54K | −2,557,304 | 0.00% |
| Kestra Advisory Services, LLC | 618,600 | 0.19% | $593.98K | +222,415 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 130 | 90M | 27.5% | 36 / 36 | 30 / 45 | 39M | 22M |
| Q1 2026 | 141 | 74M | 22.5% | 39 / 38 | 34 / 26 | 26M | 17M |
| Q4 2025 | 130 | 76M | 23.1% | 45 / 36 | 27 / 10 | 32M | 17M |
| Q3 2025 | 96 | 61M | 18.7% | 18 / 29 | 31 / 31 | 19M | 22M |
| Q2 2025 | 110 | 64M | 19.6% | 40 / 26 | 29 / 33 | 8M | 22M |
| Q1 2025 | 103 | 78M | 23.9% | 29 / 28 | 30 / 17 | 12M | 22M |
| Q4 2024 | 92 | 89M | 27.1% | 30 / 31 | 16 / 28 | 9M | 17M |
| Q3 2024 | 92 | 96M | 29.4% | 22 / 32 | 15 / 6 | 14M | 12M |
| Q2 2024 | 77 | 103M | 31.5% | 13 / 29 | 20 / 15 | 3M | 5M |
| Q1 2024 | 80 | 105M | 32.1% | 10 / 18 | 33 / 10 | 1M | 3M |
| Q4 2023 | 80 | 106M | 32.4% | 8 / 35 | 17 / 11 | 3M | 1M |
| Q3 2023 | 83 | 105M | 31.9% | 14 / 27 | 18 / 8 | 1M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SES | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco WilderHill Clean Energy ETF | 7,149,585 | 2.18% | $3.94M | 0.94% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 6,372,905 | 1.95% | $6.12M | 0.01% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,245,350 | 1.91% | $6.00M | 0.00% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 4,775,171 | 1.46% | $4.59M | 0.16% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,153,837 | 0.96% | $3.03M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,739,198 | 0.84% | $1.51M | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 2,186,912 | 0.67% | $2.10M | 0.01% | Jun 30, 2026 |
| Invesco Global Clean Energy ETF | 1,900,492 | 0.58% | $1.05M | 0.57% | Jul 31, 2026 |
| Schwab U.S. Small-Cap ETF | 1,253,516 | 0.38% | $1.64M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 920,120 | 0.28% | $1.21M | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 846,758 | 0.26% | $813.06K | 0.05% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 610,765 | 0.19% | $336.17K | 0.00% | Jul 31, 2026 |
| Inspire Small/Mid Cap ETF | 571,143 | 0.17% | $748.20K | 0.24% | May 31, 2026 |
| Fidelity Total Market Index Fund | 490,576 | 0.15% | $642.65K | 0.00% | May 31, 2026 |
| Master Small Cap Index Series | 471,161 | 0.14% | $452.41K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Qichao Hu | CEO & CHAIRMAN, Director, 10% owner | 5,449,607 | 1.66% | May 20, 2026 |
| Kang Xu | CHIEF TECHNOLOGY OFFICER | 766,437 | 0.23% | Sep 3, 2026 |
| Kyle Pilkington | CHIEF LEGAL OFFICER | 1,023,548 | 0.31% | May 27, 2026 |
| Yi Ray Liu | CHIEF FINANCIAL OFFICER | 331,858 | 0.10% | May 20, 2026 |
| Jing Nealis | CHIEF FINANCIAL OFFICER | 2,305,943 | 0.70% | Apr 16, 2026 |
| Hong Gan | CHIEF SCIENCE OFFICER | 1,031,576 | 0.32% | Apr 16, 2026 |
| Gang Li | CHIEF MANUFACTURING OFFICER | 353,720 | 0.11% | Apr 18, 2025 |
| Paul Diemer | Director | – | – | Aug 13, 2026 |
| Jiong Ma | Director | 524,993 | 0.16% | May 20, 2026 |
| Eric Luo | Director | 524,993 | 0.16% | May 20, 2026 |
| Andrew J. Boyd | Director | 437,889 | 0.13% | May 20, 2026 |
| Jangwook Choi | Director | 383,400 | 0.12% | Apr 1, 2025 |
| Michael Noonen | Director | 383,400 | 0.12% | Apr 1, 2025 |
| Inc. Sk | 10% owner | 31,843,210 | 9.73% | Dec 19, 2024 |
| Motors Ventures LLC General | 10% owner | 33,056,337 | 10.10% | Nov 19, 2024 |
| Motors Co General | 10% owner | – | – | Nov 19, 2024 |
| Motors Holdings LLC General | 10% owner | 33,019,244 | 10.09% | Nov 19, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kang Xu CHIEF TECHNOLOGY OFFICER | Sep 1, 2026 | Tax withholding | −35,198 | $0.52 | $18.30K | 766,437 |
| Kyle Pilkington CHIEF LEGAL OFFICER | May 22, 2026 | Sale(10b5-1 plan) | −25,000 | $1.20 | $30.00K | 1,023,548 |
| Andrew J. Boyd Director | May 18, 2026 | Award | +141,593 | – | – | 437,889 |
| Eric Luo Director | May 18, 2026 | Award | +141,593 | – | – | 524,993 |
| Yi Ray Liu CHIEF FINANCIAL OFFICER | May 18, 2026 | Award | +331,858 | – | – | 331,858 |
| Kang Xu CHIEF TECHNOLOGY OFFICER | May 18, 2026 | Award | +221,239 | – | – | 801,635 |
| Kyle Pilkington CHIEF LEGAL OFFICER | May 18, 2026 | Award | +353,982 | – | – | 1,048,548 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | May 18, 2026 | Award | +1,504,425 | – | – | 5,449,607 |
| Jiong Ma Director | May 18, 2026 | Award | +141,593 | – | – | 524,993 |
| Hong Gan CHIEF SCIENCE OFFICER | Apr 14, 2026 | Tax withholding | −32,138 | $1.10 | $35.35K | 1,031,576 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Apr 14, 2026 | Tax withholding | −36,145 | $1.10 | $39.76K | 2,305,943 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Apr 14, 2026 | Tax withholding | −133,303 | $1.10 | $146.63K | 3,945,182 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Apr 14, 2026 | Tax withholding | −25,185 | $1.10 | $27.70K | 694,566 |
| Kang Xu CHIEF TECHNOLOGY OFFICER | Mar 27, 2026 | Tax withholding | −39,593 | $0.99 | $39.20K | 580,396 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Mar 27, 2026 | Tax withholding | −310,446 | $0.99 | $307.34K | 4,078,485 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Mar 27, 2026 | Tax withholding | −163,968 | $0.99 | $162.33K | 2,342,088 |
| Hong Gan CHIEF SCIENCE OFFICER | Mar 27, 2026 | Tax withholding | −74,682 | $0.99 | $73.94K | 1,063,714 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Mar 27, 2026 | Tax withholding | −60,452 | $0.99 | $59.85K | 719,751 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Mar 9, 2026 | Sale(10b5-1 plan) | −25,000 | $1.20 | $30.00K | 780,203 |
| Hong Gan CHIEF SCIENCE OFFICER | Feb 9, 2026 | Tax withholding | −63,290 | $1.99 | $125.95K | 1,138,396 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Feb 9, 2026 | Tax withholding | −56,074 | $1.99 | $111.59K | 805,203 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Feb 9, 2026 | Tax withholding | −110,231 | $1.99 | $219.36K | 2,506,056 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Feb 9, 2026 | Tax withholding | −267,934 | $1.99 | $533.19K | 4,388,931 |
| Kang Xu CHIEF TECHNOLOGY OFFICER | Feb 6, 2026 | Tax withholding | −35,063 | $1.88 | $65.92K | 619,989 |
| Hong Gan CHIEF SCIENCE OFFICER | Jan 23, 2026 | Option exercise | +100,000 | $0.16 | $16.00K | 1,353,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Jan 23, 2026 | Sale(10b5-1 plan) | −100,000 | $2.50 | $250.00K | 1,253,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Jan 22, 2026 | Sale(10b5-1 plan) | −150,000 | $2.50 | $375.00K | 1,253,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Jan 22, 2026 | Option exercise | +150,000 | $0.16 | $24.00K | 1,403,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Dec 15, 2025 | Sale(10b5-1 plan) | −100,000 | $1.98 | $198.00K | 1,253,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Dec 15, 2025 | Option exercise | +6,723 | $0.16 | $1.08K | 1,353,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Dec 15, 2025 | Option exercise | +93,277 | $0.15 | $13.99K | 1,346,563 |
| Hong Gan CHIEF SCIENCE OFFICER | Nov 17, 2025 | Option exercise | +150,000 | $0.15 | $22.50K | 1,403,286 |
| Hong Gan CHIEF SCIENCE OFFICER | Nov 17, 2025 | Sale(10b5-1 plan) | −150,000 | $1.90 | $285.00K | 1,253,286 |
| Andrew J. Boyd Director | Sep 8, 2025 | Award | +296,296 | – | – | 296,296 |
| Kang Xu CHIEF TECHNOLOGY OFFICER | Sep 3, 2025 | Tax withholding | −39,238 | $1.09 | $42.77K | 655,052 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Aug 18, 2025 | Tax withholding | −15,691 | $1.08 | $16.95K | 2,616,287 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Aug 8, 2025 | Tax withholding | −5,452 | $1.13 | $6.16K | 861,277 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Jul 16, 2025 | Tax withholding | −15,691 | $0.98 | $15.38K | 2,631,978 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Jun 16, 2025 | Tax withholding | −15,691 | $0.96 | $15.06K | 2,647,669 |
| Jing Nealis CHIEF FINANCIAL OFFICER | May 16, 2025 | Tax withholding | −15,691 | $0.94 | $14.75K | 2,663,360 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Apr 18, 2025 | Tax withholding | −37,825 | $0.69 | $26.10K | 2,679,051 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Apr 18, 2025 | Tax withholding | −90,038 | $0.69 | $62.13K | 4,656,865 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Apr 18, 2025 | Tax withholding | −4,558 | $0.69 | $3.15K | 866,729 |
| Hong Gan CHIEF SCIENCE OFFICER | Apr 18, 2025 | Tax withholding | −41,294 | $0.69 | $28.49K | 1,253,286 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Apr 17, 2025 | Tax withholding | −35,410 | $0.62 | $21.95K | 2,732,567 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Apr 17, 2025 | Tax withholding | −15,691 | $0.64 | $10.04K | 2,716,876 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Apr 17, 2025 | Tax withholding | −134,866 | $0.62 | $83.62K | 4,746,903 |
| Gang Li CHIEF MANUFACTURING OFFICER | Apr 17, 2025 | Tax withholding | −20,753 | $0.62 | $12.87K | 353,720 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Apr 17, 2025 | Tax withholding | −25,293 | $0.62 | $15.68K | 871,287 |
| Hong Gan CHIEF SCIENCE OFFICER | Apr 17, 2025 | Tax withholding | −30,926 | $0.62 | $19.17K | 1,294,580 |
| Gang Li CHIEF MANUFACTURING OFFICER | Apr 1, 2025 | Award | +150,000 | – | – | 374,473 |
| Eric Luo Director | Mar 28, 2025 | Award | +160,000 | – | – | 383,400 |
| Jangwook Choi Director | Mar 28, 2025 | Award | +160,000 | – | – | 383,400 |
| Qichao Hu CEO & CHAIRMAN, Director, 10% owner | Mar 28, 2025 | Award | +2,100,000 | – | – | 4,881,769 |
| Jing Nealis CHIEF FINANCIAL OFFICER | Mar 28, 2025 | Award | +950,000 | – | – | 2,767,977 |
| Michael Noonen Director | Mar 28, 2025 | Award | +160,000 | – | – | 383,400 |
| Jiong Ma Director | Mar 28, 2025 | Award | +160,000 | – | – | 383,400 |
| Hong Gan CHIEF SCIENCE OFFICER | Mar 28, 2025 | Award | +500,000 | – | – | 1,325,506 |
| Kang Xu CHIEF TECHNOLOGY OFFICER | Mar 28, 2025 | Award | +250,000 | – | – | 694,290 |
| Kyle Pilkington CHIEF LEGAL OFFICER | Mar 28, 2025 | Award | +400,000 | – | – | 896,580 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| L. Nealis Jing Former Affiliate | Jun 15, 2026 | 156,500 | $180.33K | Jun 15, 2026 | Exercise of Options Under a Registered Plan |
| Gan Hong Officer | Jun 8, 2026 | 150,000 | $177.00K | Jun 8, 2026 | Exercise of Stock Options |
| L. Nealis Jing Former Affiliate | Jun 4, 2026 | 200,000 | $267.42K | Jun 4, 2026 | Exercise of Options Under a Registered Plan |
| L. Nealis Jing Former Affiliate | Jun 2, 2026 | 250,000 | $353.63K | Jun 2, 2026 | Exercise of options under a registered plan |
| L. Nealis Jing Former Affiliate | May 27, 2026 | 96,069 | $125.22K | May 27, 2026 | Exercise of options under a registered plan |
| H. Pilkington Kyle Officer | May 22, 2026 | 25,000 | $28.75K | May 22, 2026 | Restricted Stock Units |
| H. Pilkington Kyle Officer | Mar 9, 2026 | 25,000 | $28.25K | Mar 9, 2026 | Restricted Stock Units |
| Gan Hong Officer | Jan 22, 2026 | 250,000 | $590.00K | Jan 22, 2026 | Exercise of Stock Options |
| Gan Hong Officer | Nov 17, 2025 | 250,000 | $497.50K | Nov 17, 2025 | Exercise of Stock Options |
| Gan Hong Officer | Feb 11, 2025 | 51,600 | $60.44K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |
| Xu Kang Officer | Feb 11, 2025 | 27,969 | $32.76K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |
| Nealis Jing Officer | Feb 11, 2025 | 80,992 | $94.87K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |
| Hu Qichao Officer, Director, 10% Stockholder | Feb 11, 2025 | 194,459 | $227.78K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |
| Pilkington Kyle Officer | Feb 11, 2025 | 44,051 | $51.60K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |
| Li Gang Officer | Feb 11, 2025 | 15,909 | $18.63K | Feb 10, 2025 | Shares acquired upon vesting of a restricted stock unit award issued under the Issuer's equity incentive plan |