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 2021
Institutional positions in Serina Therapeutics, Inc. as of Jun 30, 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
- 35
- −3 vs. Q1 2021
- Shares held
- 4.82M
- −243.9K (−4.8%) vs. Q1 2021
- Total value
- $7.48M
- −$732.1K (−8.9%) vs. Q1 2021
- New holders
- 2
- 5 more added
- Sold out
- 5
- 8 more reduced
Compare with Q1 2021: 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 | 21 | $1.96M |
| Q1 2024 | 13 | $1.48M |
| Q4 2023 | 35 | $1.91M |
| Q3 2023 | 30 | $3.29M |
| Q2 2023 | 32 | $4.24M |
| Q1 2023 | 34 | $3.15M |
| Q4 2022 | 31 | $2.66M |
| Q3 2022 | 32 | $2.67M |
| Q2 2022 | 33 | $2.75M |
| Q1 2022 | 33 | $4.09M |
| Q4 2021 | 38 | $5.28M |
| Q3 2021 | 32 | $4.46M |
| Q2 2021 | 35 | $7.48M |
| Q1 2021 | 38 | $8.21M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwood Capital Inc | 2,997,156 | $4.65M | 0.21% | 00.0% | Unchanged |
| Vanguard Group Inc | 691,877 | $1.07M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 244,770 | $379.0K | 0.01% | −60,000−19.7% | Reduced |
| BlackRock Inc. | 195,391 | $303.0K | 0.00% | +43,820+28.9% | Added |
| Prescott General Partners LLC | 185,185 | $287.0K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 98,398 | $152.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 75,059 | $116.0K | 0.00% | −255,441−77.3% | Reduced |
| Strategic Wealth Designers | 65,187 | $101.0K | 0.04% | +6,039+10.2% | Added |
| Sigma Planning Corp | 51,700 | $80.0K | 0.00% | +28,200+120.0% | Added |
| Barclays PLC | 41,100 | $64.0K | 0.00% | 00.0% | Unchanged |
| Defender Capital, LLC. | 34,897 | $54.0K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 31,533 | $49.0K | 0.00% | −83−0.3% | Reduced |
| Creative Planning | 30,540 | $47.0K | 0.00% | −133−0.4% | Reduced |
| State Street Corp | 26,861 | $42.0K | 0.00% | +26,861 | New |
| Summit X, LLC | 20,500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 18,000 | $28.0K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 3,165 | $5.00K | 0.00% | −40−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,307 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,466 | $5.00K | 0.00% | +1,945+127.9% | Added |
| Bank of America Corp | 1,342 | $2.00K | 0.00% | +54+4.2% | Added |
| Riggs Asset Managment Co. Inc. | 1,160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 796 | $1.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 634 | $983 | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 292 | $452 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 35 | $0 | 0.00% | −1,982−98.3% | Reduced |
| Royal Bank of Canada | 138 | $0 | 0.00% | −369−72.8% | Reduced |
| JPMorgan Chase & Co | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 121 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 80 | $0 | 0.00% | −1−1.2% | Reduced |
| Reilly Financial Advisors, LLC | 200 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 300 | $0 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 292 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 304 | $0 | 0.00% | +304 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,523−100.0% | Sold out |
| Iowa State Bank | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |