Exploring SES AI Corporation (SES) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind SES AI Corporation (SES) and what motivates their investment decisions? With institutional investors holding a significant 27.65% of the company's shares and a total value of holdings reaching $61 million, it's crucial to understand who these key stakeholders are and why they're investing in SES. Are they in it for the long haul, driven by the projected $95 billion battery technology market by 2030, or are they short-term traders looking to capitalize on quick gains? Let's delve into the investor profile of SES, examining the major shareholders like Temasek Holdings (Private) Ltd with 30,675,757 shares and General Motors Holdings LLC with 19,724,337 shares, their investment strategies, and the financial metrics that attract them, such as the 34.5% year-over-year revenue growth and $456 million in cash reserves.

SES AI Corporation (SES) Who Invests in SES AI Corporation (SES) and Why?

Understanding the investor profile of SES AI Corporation (SES) involves identifying the various types of investors who hold the company’s stock and examining their motivations and strategies. This insight is crucial for current and prospective investors, as it sheds light on the overall market sentiment and potential future performance of SES. You might be also interested in: SES AI Corporation (SES): History, Ownership, Mission, How It Works & Makes Money

The investor base of SES AI Corporation (SES) can be broadly categorized into retail investors, institutional investors, and hedge funds.

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors may be attracted to SES due to its growth prospects in the electric vehicle (EV) battery technology sector.
• Institutional Investors: These include investment banks, mutual funds, pension funds, and insurance companies. Institutional investors often have a longer-term investment horizon and conduct in-depth research before investing.
• Hedge Funds: These are investment partnerships that use pooled funds and employ different strategies to earn active return, or alpha, for their investors. Hedge funds may invest in SES based on short-term trading opportunities or specific market events.

The motivations for investing in SES AI Corporation (SES) are diverse and typically revolve around the company's growth prospects, market position, and potential for innovation.

• Growth Prospects: Investors are drawn to SES AI Corporation (SES) due to its potential for high growth in the rapidly expanding EV market. The company's focus on developing advanced battery technology positions it to capitalize on the increasing demand for high-performance batteries.
• Market Position: SES AI Corporation (SES) holds a competitive edge with its innovative battery solutions and strategic partnerships. This strong market position makes it an attractive investment for those looking to invest in leading technology companies.

Different investors adopt various strategies when investing in SES AI Corporation (SES), depending on their investment goals and risk tolerance.

• Long-Term Holding: Many institutional investors and some retail investors adopt a long-term holding strategy, focusing on the long-term growth potential of SES. This strategy involves holding the stock for an extended period, often several years, to benefit from the anticipated increase in value as the company grows and expands its market share.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, aiming to profit from short-term price fluctuations. This strategy involves buying and selling the stock within a shorter timeframe, such as days or weeks, to capitalize on market volatility.
• Value Investing: Some investors may view SES AI Corporation (SES) as a value investment, believing that the stock is undervalued by the market. These investors look for companies with strong fundamentals and growth potential that are trading at a discount to their intrinsic value.

Analyzing the ownership structure and the investment strategies employed by different investor types provides valuable insights into the market dynamics and future prospects of SES AI Corporation (SES). Understanding who is investing and why can help inform investment decisions and provide a more comprehensive view of the company’s potential.

SES AI Corporation (SES) Institutional Ownership and Major Shareholders of SES AI Corporation (SES)

Institutional ownership in SES AI Corporation (SES) provides insights into the company's stability, investor confidence, and potential stock performance. Examining the major shareholders and their recent activities can help understand the dynamics influencing SES's market behavior.

As of the latest reports, several institutional investors hold significant stakes in SES AI Corporation (SES). These institutions play a crucial role in shaping the company's stock price and strategic direction. Here's an overview of some of the top institutional investors:

• Vanguard Group Inc.: Holds a substantial number of shares, reflecting its investment strategy in growth-oriented companies.
• BlackRock Fund Advisors: Another major institutional holder, indicating strong confidence in SES's long-term potential.
• Geode Capital Management, LLC: Shows a significant position, contributing to the stability of SES's investor base.

Changes in institutional ownership can signal important shifts in sentiment towards SES AI Corporation (SES). Recent activities of institutional investors include:

• Increased Stakes: Some institutions have increased their holdings, suggesting a positive outlook on SES's future prospects and technological advancements.
• Decreased Stakes: Conversely, some institutions have reduced their positions, potentially due to portfolio rebalancing or concerns about near-term performance.
• New Positions: The entry of new institutional investors can indicate growing interest and validation of SES's business model.

The presence and actions of large institutional investors have a notable impact on SES AI Corporation (SES). Their investments can:

• Influence Stock Price: Large trades by these investors can lead to significant price movements, affecting overall market sentiment.
• Support Company Strategy: Institutional investors often engage with company management, providing input on strategic decisions and corporate governance.
• Provide Stability: A strong base of institutional ownership can reduce volatility and provide a stable foundation for long-term growth.

Understanding the investor profile of SES AI Corporation (SES) is essential for assessing the company's market position and future potential. Monitoring the activities of major shareholders offers valuable insights into the factors driving SES's performance.

For more detailed information about SES AI Corporation (SES), you might find this resource helpful: SES AI Corporation (SES): History, Ownership, Mission, How It Works & Makes Money

SES AI Corporation (SES) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of SES AI Corporation (SES) provides valuable insights into the company's strategic direction, stability, and potential for growth. Examining the key investors, their recent activities, and their influence can help stakeholders gauge market sentiment and make informed decisions. As of April 2025, 191 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities and Exchange Commission (SEC), holding a total of 95,967,954 shares.

Here’s an overview of notable investors and their impact:

• Temasek Holdings (Private) Ltd: As a major shareholder, Temasek's investment reflects a strong belief in SES AI Corporation's long-term potential. As of December 31, 2024, Temasek Holdings (Private) Ltd held 30,675,757 shares.
• General Motors Holdings LLC: With a significant stake, General Motors' involvement underscores the strategic importance of SES AI Corporation's battery technology for the automotive industry. As of December 31, 2024, General Motors Holdings LLC held 19,724,337 shares.
• BlackRock, Inc.: BlackRock's investment signifies confidence in SES AI Corporation's market position and growth prospects. As of December 31, 2024, BlackRock, Inc. held 9,724,719 shares.
• Vanguard Group Inc: Vanguard's position indicates a belief in the company's stability and potential for long-term value creation. As of December 31, 2024, Vanguard Group Inc held 7,847,316 shares.
• UBS Group AG: UBS Group AG held 4,097,588 shares as of December 31, 2024.

These major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The institutional ownership structure of SES AI Corporation (NYSE:SES) reveals current positions in the company by institutions and funds, along with the latest changes in position size.

Recent moves by key investors include:

• BlackRock, Inc. increased its holdings by 455,349 shares, a 4.912% change, as of December 31, 2024.
• Vanguard Group Inc increased its holdings by 608,676 shares, an 8.409% change, as of December 31, 2024.
• General Motors Holdings LLC decreased their holdings by -13,332,000 shares, a -40.331% change as of December 31, 2024.

Here is a summary of the top institutional holders as of December 31, 2024:

These investors can significantly influence [Company Name]'s stock movements and strategic decisions. For example, a large purchase or sale of shares by a major investor can create momentum in the stock price, while active engagement from investors holding more than 5% stake could drive changes in the company's business strategy.

Between February 4, 2025 and April 17, 2025 there were some notable shifts in SES AI Corporation's stock and strategic direction. For example, on April 10, 2025, SES AI announced the launch of its Molecular Universe MU-0 platform, designed to transform material discovery in the battery industry using physics and AI. Furthermore, the company's preliminary results for the first quarter of 2025 were released on April 8, 2025.

For more insights into SES AI Corporation's mission, vision, and core values, you can explore: Mission Statement, Vision, & Core Values of SES AI Corporation (SES).

SES AI Corporation (SES) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to SES AI Corporation (SES) is crucial for assessing the company's current standing and future prospects. Examining the perspectives of major shareholders, recent market behaviors, and analyst insights provides a comprehensive view of SES's financial health and investor confidence.

Investor sentiment toward SES plays a significant role in its stock performance and overall market perception. Positive sentiment from major shareholders can drive up the stock price, attract new investors, and signal confidence in the company's strategic direction. Conversely, negative sentiment may lead to a decline in stock value and decreased investor interest. Monitoring the attitudes and actions of key investors is essential for gauging the prevailing market mood.

Recent market reactions to changes in ownership or large investor moves offer valuable insights into how the market perceives SES. Significant investments or divestments by major shareholders often trigger immediate price fluctuations, reflecting the market's assessment of the company's prospects. Analyzing these reactions helps in understanding the market's sensitivity to investor behavior and its potential impact on SES's valuation.

Analyst perspectives further enrich the understanding of how key investors influence SES's future. Financial analysts closely monitor the company's performance, strategic decisions, and investor activities to provide informed opinions and recommendations. Their insights can shed light on the potential long-term effects of major investor moves on SES's growth trajectory and market position.

To provide a clearer picture, consider the following aspects of investor sentiment and market impact:

• Major Shareholders: Identification of key institutional and individual investors holding substantial stakes in SES.
• Sentiment Analysis: Assessment of the current sentiment (positive, neutral, or negative) of these major shareholders based on their public statements, trading activity, and other available information.
• Market Reactions: Examination of how the stock market has responded to changes in ownership or large investor moves, including price fluctuations and trading volumes.
• Analyst Ratings: Review of analyst ratings and price targets for SES, taking into account the impact of key investors on their assessments.

Here is an example of how analyst ratings might be tracked over time:

Understanding these dynamics is crucial for stakeholders seeking to make informed decisions about SES. For additional insights into the company's broader vision and values, refer to Mission Statement, Vision, & Core Values of SES AI Corporation (SES).