Among active 13F managers last quarter, 12 opened and 15 added, while 14 reduced; the largest holder to move was Renaissance Technologies LLC (+57%). Over the last 180 days, 1 insider sold and none bought, a net -$30K in open-market trades.
The legs disagree, or only one of them leans.
118 tracked 13F filers disclose a position in SES as of the latest SEC 13F filings, a combined $79.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.9M | $18.2M | ▲+246% Added · +13.5M sh | Q2 2026 | |
| 2 | State Street Corp | 9.6M | $9.2M | ▲+217% Added · +6.6M sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 9.6M | $9.2M | ▲+1.2% Added · +115K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 6.6M | $6.4M | ▲+107% Added · +3.4M sh | Q2 2026 | |
| 5 | Renaissance Technologies LLC | 4.6M | $4.4M | ▲+57% Added · +1.7M sh | Q1 2026 | |
| 6 | Millennium Management LLC | 3.2M | $3.1M | ▲+26% Added · +664K sh | Q1 2026 | |
| 7 | Temasek Holdings (Private) Ltd | 3.2M | $3.0M | —Held | Q2 2026 | |
| 8 | Marshall Wace, LLP | 2.7M | $2.6M | ▲New +2.7M sh | Q1 2026 | |
| 9 | Goldman Sachs Group Inc | 2.6M | $2.5M | ▼−7.5% Reduced · −213K sh | Q1 2026 | |
| 10 | Two Sigma Investments, LP | 2.0M | $1.9M | ▼−62% Reduced · −3.2M sh | Q1 2026 | |
| 11 | Vanguard Portfolio Management LLC | 2.0M | $1.9M | ▲+714% Added · +1.7M sh | Q2 2026 | |
| 12 | UBS Group AG | 1.7M | $1.7M | ▼−46% Reduced · −1.5M sh | Q1 2026 | |
| 13 | Vanguard Fiduciary Trust Co | 1.7M | $1.7M | ▲+14% Added · +214K sh | Q2 2026 | |
| 14 | Charles Schwab Investment Management Inc | 1.6M | $1.5M | ▲+0.7% Added · +12K sh | Q1 2026 | |
| 15 | Qube Research & Technologies Ltd | 1.6M | $1.5M | ▲+142% Added · +920K sh | Q1 2026 | |
| 16 | Morgan Stanley | 1.1M | $1.0M | ▼−25% Reduced · −357K sh | Q1 2026 | |
| 17 | Dimensional Fund Advisors LP | 943K | $906K | ▲+273% Added · +690K sh | Q1 2026 | |
| 18 | Inspire Investing, LLC | 696K | $668K | ▲+27% Added · +149K sh | Q2 2026 | |
| 19 | Northern Trust Corp | 638K | $614K | ▼−14% Reduced · −104K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | 619K | $594K | ▲+56% Added · +222K sh | Q2 2026 | |
| 21 | Bank Of America Corp | 610K | $587K | ▲+115% Added · +326K sh | Q1 2026 | |
| 22 | XTX Topco Ltd | 460K | $442K | ▲+36% Added · +122K sh | Q1 2026 | |
| 23 | Swiss National Bank | 411K | $396K | —Held | Q1 2026 | |
| 24 | FIL Ltd | 400K | $385K | —Held | Q1 2026 | |
| 25 | Squarepoint Ops LLC | 393K | $378K | ▼−41% Reduced · −273K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 12 funds opened a new position in SES and 15 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 59 funds | $180.8B |
| Apple IncAAPL | 58 funds | $126.2B |
| Microsoft CorpMSFT | 58 funds | $102.9B |
| Broadcom IncAVGO | 57 funds | $69.1B |
| Meta Platforms Inc-Class AMETA | 57 funds | $45.2B |
| Amazon.com IncAMZN | 56 funds | $78.8B |
| Tesla IncTSLA | 56 funds | $31.4B |
| Alphabet Inc-CL AGOOGL | 55 funds | $78.4B |
| Alphabet Inc-CL CGOOG | 55 funds | $52.8B |
| Advanced Micro DevicesAMD | 55 funds | $31.1B |
| Micron Technology IncMU | 55 funds | $30.7B |
| Visa Inc-Class A SharesV | 55 funds | $25.7B |
Ranked by how many of SES's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SES.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 22, 2026 | Pilkington Kyle | CHIEF LEGAL OFFICER | Sell (S) | 25K | $30K |
| Mar 9, 2026 | Pilkington Kyle | CHIEF LEGAL OFFICER | Sell (S) | 25K | $30K |
| Jan 23, 2026 | Gan Hong | CHIEF SCIENCE OFFICER | Sell (S) | 100K | $250K |
| Jan 22, 2026 | Gan Hong | CHIEF SCIENCE OFFICER | Sell (S) | 150K | $375K |
| Dec 15, 2025 | Gan Hong | CHIEF SCIENCE OFFICER | Sell (S) | 100K | $198K |
| Nov 17, 2025 | Gan Hong | CHIEF SCIENCE OFFICER | Sell (S) | 150K | $285K |
| Feb 10, 2025 | Li Gang | CHIEF MANUFACTURING OFFICER | Sell (S) | 16K | $19K |
| Feb 10, 2025 | Gan Hong | CHIEF SCIENCE OFFICER | Sell (S) | 52K | $60K |
| Feb 10, 2025 | Nealis Jing | CHIEF FINANCIAL OFFICER | Sell (S) | 81K | $95K |
| Feb 10, 2025 | Pilkington Kyle | CHIEF LEGAL OFFICER | Sell (S) | 44K | $52K |
| Feb 10, 2025 | Xu Kang | CHIEF TECHNOLOGY OFFICER | Sell (S) | 28K | $33K |
| Feb 10, 2025 | Hu Qichao | CEO & CHAIRMAN, Director, 10% Owner | Sell (S) | 194K | $228K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 33 | 25 | – |
Insiders Form 4 open-market | 0 | 1 | -$30K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| SESthis pageStock | 118 funds | $79.8M |
| 78397Q117Stock | 13 funds | $138K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SES
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SES/capital-change-brief"
Use Arkolith's capital_change_brief for SES. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.