Serina Therapeutics, Inc.
SER- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001708599
In the last 90 days, Serina Therapeutics, Inc. insiders filed 1 open-market purchase and 0 sales; 27 institutions reported holding it in 13F filings for Q2 2026, worth $2.73M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Serina Therapeutics, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 27
- +2 vs. Q1 2026
- Shares held
- 1.41M
- −65.9K (−4.5%) vs. Q1 2026
- Total value
- $2.73M
- −$128.5K (−4.5%) vs. Q1 2026
- New holders
- 5
- 6 more added
- Sold out
- 3
- 4 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SER on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 27 | $2.73M |
| Q1 2026 | 25 | $2.86M |
| Q4 2025 | 22 | $821.8K |
| Q3 2025 | 25 | $2.48M |
| Q2 2025 | 23 | $2.54M |
| Q1 2025 | 25 | $1.90M |
| Q4 2024 | 25 | $1.60M |
| Q3 2024 | 25 | $2.01M |
| Q2 2024 | 20 | $1.96M |
| Q1 2024 | 13 | $1.48M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sio Capital Management, LLC | 1,000,000 | $1.94M | 0.33% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 162,198 | $314.7K | 0.00% | +3,062+1.9% | Added |
| Warren Averett Asset Management, LLC | 67,492 | $130.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 51,007 | $99.0K | 0.00% | −13,966−21.5% | Reduced |
| Keel Point, LLC | 21,508 | $41.7K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 20,771 | $40.3K | 0.00% | +20,771 | New |
| Vanguard Fiduciary Trust Co | 20,009 | $38.8K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 18,800 | $36.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,444 | $30.0K | 0.00% | −24,209−61.1% | Reduced |
| State Street Corp | 12,758 | $24.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,744 | $7.26K | 0.00% | −238−6.0% | Reduced |
| Wells Fargo & Company | 3,611 | $7.01K | 0.00% | +5+0.1% | Added |
| Tower Research Capital LLC (TRC) | 2,570 | $4.99K | 0.00% | +1,727+204.9% | Added |
| BlackRock, Inc. | 2,378 | $4.61K | 0.00% | −55,886−95.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,002 | $3.88K | 0.00% | +1,001+100.0% | Added |
| UBS Group AG | 1,347 | $2.61K | 0.00% | +1,342+26,840.0% | Added |
| Barclays PLC | 545 | $1.06K | 0.00% | +545 | New |
| Piscataqua Savings Bank | 28 | $54 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 14 | $28 | 0.00% | +6+75.0% | Added |
| Albion Financial Group | 8 | $16 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $15 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2 | $4 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2 | $4 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $2 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1 | $2 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 1 | $2 | 0.00% | +1 | New |
| Avion Wealth | 312 | $0 | 0.00% | +312 | New |
| Vanguard Global Advisers, LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −1−100.0% | Sold out |