Skip to main content

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, Q1 2021

Institutional positions in Serina Therapeutics, Inc. as of Mar 31, 2021. 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
38
No complete 13F data for Q4 2020
Shares held
5.07M
No complete 13F data for Q4 2020
Total value
$8.21M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 38 institutions
Q1 2021: 38 institutionsQ2 2021: 35 institutionsQ3 2021: 32 institutionsQ4 2021: 38 institutionsQ1 2022: 33 institutionsQ2 2022: 33 institutionsQ3 2022: 32 institutionsQ4 2022: 31 institutionsQ1 2023: 34 institutionsQ2 2023: 32 institutionsQ3 2023: 30 institutionsQ4 2023: 35 institutionsQ1 2024: 13 institutionsQ2 2024: 21 institutionsQ3 2024: 25 institutionsQ4 2024: 25 institutionsQ1 2025: 25 institutionsQ2 2025: 23 institutionsQ3 2025: 25 institutionsQ4 2025: 22 institutionsQ1 2026: 25 institutionsQ2 2026: 27 institutions
Value heldQ1 2021: $8.21M
Q1 2021: $8.21MQ2 2021: $7.48MQ3 2021: $4.46MQ4 2021: $5.28MQ1 2022: $4.09MQ2 2022: $2.75MQ3 2022: $2.67MQ4 2022: $2.66MQ1 2023: $3.15MQ2 2023: $4.24MQ3 2023: $3.29MQ4 2023: $1.91MQ1 2024: $1.48MQ2 2024: $1.96MQ3 2024: $2.01MQ4 2024: $1.60MQ1 2025: $1.90MQ2 2025: $2.54MQ3 2025: $2.48MQ4 2025: $821.8KQ1 2026: $2.86MQ2 2026: $2.73M
Institutions holding SER and their total value by quarter
QuarterHoldersValue
Q2 202627$2.73M
Q1 202625$2.86M
Q4 202522$821.8K
Q3 202525$2.48M
Q2 202523$2.54M
Q1 202525$1.90M
Q4 202425$1.60M
Q3 202425$2.01M
Q2 202421$1.96M
Q1 202413$1.48M
Q4 202335$1.91M
Q3 202330$3.29M
Q2 202332$4.24M
Q1 202334$3.15M
Q4 202231$2.66M
Q3 202232$2.67M
Q2 202233$2.75M
Q1 202233$4.09M
Q4 202138$5.28M
Q3 202132$4.46M
Q2 202135$7.48M
Q1 202138$8.21M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SER in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co14$00.00%––
Meeder Asset Management Inc121$00.00%––
Citigroup Inc81$00.00%––
Reilly Financial Advisors, LLC200$00.00%––
CWM, LLC300$00.00%––
Pacifica Partners Inc.292$00.00%––
Eudaimonia Partners, LLC50$00.00%––
Iron Horse Wealth Management, LLC11$00.00%––
Credential Qtrade Securities Inc.292$4730.00%––
Wells Fargo & Company796$1.00K0.00%––
Royal Bank of Canada507$1.00K0.00%––
Atlas Private Wealth Management525$1.00K0.00%––
BNP Paribas Arbitrage, SA634$1.03K0.00%––
Bank of America Corp1,288$2.00K0.00%––
Tower Research Capital LLC (TRC)1,521$2.00K0.00%––
Riggs Asset Managment Co. Inc.1,160$2.00K0.00%––
Piscataqua Savings Bank1,000$2.00K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,000$4.00K0.00%––
UBS Group AG2,017$4.00K0.00%––
Morgan Stanley3,205$5.00K0.00%––
Advisor Group Holdings, Inc.3,307$5.00K0.00%––
Iowa State Bank11,000$18.0K0.01%––
Beirne Wealth Consulting Services, LLC18,000$29.0K0.02%––
Millennium Management LLC18,523$30.0K0.00%––
Summit X, LLC20,500$33.0K0.01%––
Sigma Planning Corp23,500$38.0K0.00%––
Creative Planning30,673$50.0K0.00%––
Northern Trust Corp31,616$51.0K0.00%––
Defender Capital, LLC.34,897$57.0K0.02%––
Barclays PLC41,100$67.0K0.00%––
Strategic Wealth Designers59,148$96.0K0.05%––
Geode Capital Management, LLC98,398$159.0K0.00%––
BlackRock Inc.151,571$245.0K0.00%––
Prescott General Partners LLC185,185$300.0K0.01%––
Bridgeway Capital Management, LLC304,770$494.0K0.01%––
Renaissance Technologies LLC330,500$535.0K0.00%––
Vanguard Group Inc691,877$1.12M0.00%––
Broadwood Capital Inc2,997,156$4.86M0.26%––