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 2022
Institutional positions in Serina Therapeutics, Inc. as of Jun 30, 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
- 0 vs. Q1 2022
- Shares held
- 4.78M
- −5.57K (−0.1%) vs. Q1 2022
- Total value
- $2.75M
- −$1.34M (−32.7%) vs. Q1 2022
- New holders
- 5
- 5 more added
- Sold out
- 5
- 6 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 355 | $0 | 0.00% | −2,564−87.8% | Reduced |
| JPMorgan Chase & Co | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 804 | $0 | 0.00% | +212+35.8% | Added |
| Royal Bank of Canada | 45 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 304 | $0 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 35 | $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 |
| CoreCap Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| BNP Paribas Arbitrage, SA | 334 | $192 | 0.00% | −300−47.3% | Reduced |
| Bank of America Corp | 1,200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,060 | $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 |
| Advisor Group Holdings, Inc. | 3,287 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,727 | $6.00K | 0.00% | +3,570+58.0% | Added |
| Two Sigma Securities, LLC | 10,875 | $6.00K | 0.00% | +10,875 | New |
| LPL Financial LLC | 13,043 | $8.00K | 0.00% | +13,043 | New |
| Citadel Advisors LLC | 16,017 | $9.00K | 0.00% | +16,017 | New |
| Beirne Wealth Consulting Services, LLC | 18,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 24,565 | $14.0K | 0.00% | +24,565 | New |
| State Street Corp | 26,801 | $15.0K | 0.00% | −60−0.2% | Reduced |
| Northern Trust Corp | 31,533 | $18.0K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 33,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 72,360 | $42.0K | 0.00% | +20,000+38.2% | Added |
| Geode Capital Management, LLC | 99,863 | $57.0K | 0.00% | +1,465+1.5% | Added |
| Strategic Wealth Designers | 106,038 | $61.0K | 0.02% | −9,175−8.0% | Reduced |
| Sigma Planning Corp | 116,650 | $67.0K | 0.00% | +29,000+33.1% | Added |
| BlackRock Inc. | 139,367 | $80.0K | 0.00% | −54,073−28.0% | Reduced |
| Bridgeway Capital Management, LLC | 169,770 | $98.0K | 0.00% | 00.0% | Unchanged |
| Prescott General Partners LLC | 185,185 | $107.0K | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 699,864 | $403.0K | 0.00% | −1,156−0.2% | Reduced |
| Broadwood Capital Inc | 2,997,156 | $1.73M | 0.13% | 00.0% | Unchanged |
| Defender Capital, LLC. | 0 | $0 | 0.00% | −34,090−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,790−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,571−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |