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 2022
Institutional positions in Serina Therapeutics, Inc. as of Mar 31, 2022. 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
- 33
- −4 vs. Q4 2021
- Shares held
- 4.79M
- −63.0K (−1.3%) vs. Q4 2021
- Total value
- $4.09M
- −$1.19M (−22.6%) vs. Q4 2021
- New holders
- 1
- 6 more added
- Sold out
- 5
- 9 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 35 | $0 | 0.00% | −15,699−99.8% | Reduced |
| 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 |
| CWM, LLC | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 172 | $0 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 292 | $0 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 634 | $541 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,200 | $1.00K | 0.00% | −41−3.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,060 | $1.00K | 0.00% | −100−8.6% | Reduced |
| Piscataqua Savings Bank | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 1,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,571 | $2.00K | 0.00% | +2,571 | New |
| Morgan Stanley | 2,919 | $3.00K | 0.00% | −98−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 6,157 | $5.00K | 0.00% | +4,636+304.8% | Added |
| FMR LLC | 5,350 | $5.00K | 0.00% | +5,335+35,566.7% | Added |
| Advisor Group Holdings, Inc. | 3,287 | $6.00K | 0.00% | −20−0.6% | Reduced |
| Susquehanna International Group, LLP | 14,790 | $13.0K | 0.00% | −11,732−44.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 18,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 26,861 | $23.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 31,533 | $27.0K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 33,000 | $28.0K | 0.01% | +7,500+29.4% | Added |
| Defender Capital, LLC. | 34,090 | $29.0K | 0.01% | −677−1.9% | Reduced |
| Creative Planning | 52,360 | $45.0K | 0.00% | +20,200+62.8% | Added |
| Sigma Planning Corp | 87,650 | $75.0K | 0.00% | −550−0.6% | Reduced |
| Geode Capital Management, LLC | 98,398 | $84.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 115,213 | $98.0K | 0.02% | +2,962+2.6% | Added |
| Bridgeway Capital Management, LLC | 169,770 | $145.0K | 0.00% | 00.0% | Unchanged |
| Prescott General Partners LLC | 185,185 | $158.0K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 193,440 | $165.0K | 0.00% | −2,907−1.5% | Reduced |
| Vanguard Group Inc | 701,020 | $599.0K | 0.00% | +2000.0% | Added |
| Broadwood Capital Inc | 2,997,156 | $2.56M | 0.18% | 00.0% | Unchanged |
| Virtu Financial LLC | 0 | $0 | 0.00% | −33,314−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,116−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,115−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |