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, Q4 2021
Institutional positions in Serina Therapeutics, Inc. as of Dec 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
- +6 vs. Q3 2021
- Shares held
- 4.85M
- +103.0K (+2.2%) vs. Q3 2021
- Total value
- $5.28M
- +$822.1K (+18.4%) vs. Q3 2021
- New holders
- 9
- 6 more added
- Sold out
- 3
- 2 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwood Capital Inc | 2,997,156 | $3.27M | 0.20% | 00.0% | Unchanged |
| Vanguard Group Inc | 700,820 | $764.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 196,347 | $214.0K | 0.00% | +1,989+1.0% | Added |
| Prescott General Partners LLC | 185,185 | $202.0K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 169,770 | $185.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 112,251 | $122.0K | 0.03% | +19,311+20.8% | Added |
| Geode Capital Management, LLC | 98,398 | $107.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 88,200 | $96.0K | 0.00% | 00.0% | Unchanged |
| Defender Capital, LLC. | 34,767 | $38.0K | 0.01% | −130−0.4% | Reduced |
| Virtu Financial LLC | 33,314 | $36.0K | 0.00% | +33,314 | New |
| Creative Planning | 32,160 | $35.0K | 0.00% | +500+1.6% | Added |
| Northern Trust Corp | 31,533 | $34.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 28,116 | $31.0K | 0.00% | +28,116 | New |
| State Street Corp | 26,861 | $29.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 26,522 | $29.0K | 0.00% | +26,522 | New |
| Summit X, LLC | 25,500 | $28.0K | 0.01% | +5,000+24.4% | Added |
| Beirne Wealth Consulting Services, LLC | 18,000 | $20.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 15,734 | $17.0K | 0.00% | +15,659+20,878.7% | Added |
| Millennium Management LLC | 13,115 | $14.0K | 0.00% | +13,115 | New |
| Morgan Stanley | 3,017 | $3.00K | 0.00% | −149−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,307 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,521 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,241 | $1.00K | 0.00% | +41+3.4% | Added |
| Riggs Asset Managment Co. Inc. | 1,160 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 634 | $691 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 592 | $0 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 45 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 304 | $0 | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 292 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 15 | $0 | 0.00% | +15 | New |
| Chilton Capital Management LLC | 40 | $0 | 0.00% | +40 | New |
| CWM, LLC | 200 | $0 | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 172 | $0 | 0.00% | +172 | New |
| CoreCap Advisors, LLC | 10 | – | – | +10 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −40,537−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −50−100.0% | Sold out |