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, Q3 2022
Institutional positions in Serina Therapeutics, Inc. as of Sep 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
- 32
- −1 vs. Q2 2022
- Shares held
- 4.75M
- −33.6K (−0.7%) vs. Q2 2022
- Total value
- $2.67M
- −$87.0K (−3.2%) vs. Q2 2022
- New holders
- 2
- 2 more added
- Sold out
- 3
- 9 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwood Capital Inc | 2,997,156 | $1.68M | 0.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 699,864 | $393.0K | 0.00% | 00.0% | Unchanged |
| Prescott General Partners LLC | 185,185 | $104.0K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 169,770 | $95.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 132,130 | $74.0K | 0.00% | −7,237−5.2% | Reduced |
| Sigma Planning Corp | 117,200 | $66.0K | 0.00% | +550+0.5% | Added |
| Geode Capital Management, LLC | 99,863 | $56.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 82,010 | $46.0K | 0.01% | −24,028−22.7% | Reduced |
| Creative Planning | 72,360 | $41.0K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 32,500 | $18.0K | 0.01% | −500−1.5% | Reduced |
| Northern Trust Corp | 31,533 | $18.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 26,801 | $15.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 20,590 | $12.0K | 0.00% | +20,590 | New |
| Millennium Management LLC | 17,313 | $10.0K | 0.00% | −7,252−29.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 18,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,793 | $7.00K | 0.00% | −250−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 12,150 | $7.00K | 0.00% | +2,423+24.9% | Added |
| Citadel Advisors LLC | 10,029 | $6.00K | 0.00% | −5,988−37.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,287 | $2.00K | 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 |
| BNP Paribas Arbitrage, SA | 334 | $188 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 200 | $0 | 0.00% | −1,000−83.3% | Reduced |
| JPMorgan Chase & Co | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 803 | $0 | 0.00% | −1−0.1% | Reduced |
| Morgan Stanley | 300 | $0 | 0.00% | −55−15.5% | Reduced |
| 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 |
| Trust Co of Vermont | 100 | $0 | 0.00% | +100 | New |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,875−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |