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 2023
Institutional positions in Serina Therapeutics, Inc. as of Mar 31, 2023. 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
- 34
- +4 vs. Q4 2022
- Shares held
- 4.76M
- −31.6K (−0.7%) vs. Q4 2022
- Total value
- $3.15M
- +$498.5K (+18.8%) vs. Q4 2022
- New holders
- 4
- 2 more added
- Sold out
- 0
- 10 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwood Capital Inc | 2,997,156 | $1.99M | 0.14% | 00.0% | Unchanged |
| Vanguard Group Inc | 698,414 | $463.0K | 0.00% | 00.0% | Unchanged |
| Prescott General Partners LLC | 185,185 | $122.8K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 169,770 | $112.6K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 131,800 | $87.4K | 0.00% | −145−0.1% | Reduced |
| Sigma Planning Corp | 131,200 | $87.0K | 0.00% | −3,777−2.8% | Reduced |
| Geode Capital Management, LLC | 97,764 | $64.8K | 0.00% | −1,847−1.9% | Reduced |
| Strategic Wealth Designers | 86,026 | $57.0K | 0.01% | −414−0.5% | Reduced |
| Creative Planning | 72,360 | $48.0K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 32,500 | $21.5K | 0.01% | −500−1.5% | Reduced |
| Northern Trust Corp | 31,533 | $20.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 30,596 | $20.3K | 0.00% | −21,785−41.6% | Reduced |
| State Street Corp | 26,801 | $17.8K | 0.00% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 18,000 | $11.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,525 | $9.00K | 0.00% | −3,260−19.4% | Reduced |
| Citadel Advisors LLC | 13,421 | $8.90K | 0.00% | +13,421 | New |
| LPL Financial LLC | 12,893 | $8.55K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,287 | $2.18K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,060 | $703 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,000 | $660 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 809 | $536 | 0.00% | +3+0.4% | Added |
| Advisory Services Network, LLC | 550 | $365 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 486 | $322 | 0.00% | +41+9.2% | Added |
| Albion Financial Group | 304 | $202 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 292 | $195 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 200 | $133 | 0.00% | −24−10.7% | Reduced |
| Lindbrook Capital, LLC | 172 | $114 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 150 | $99 | 0.00% | +150 | New |
| BNP Paribas Arbitrage, SA | 74 | $49 | 0.00% | −260−77.8% | Reduced |
| UBS Group AG | 35 | $23 | 0.00% | −13,467−99.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $19 | 0.00% | +30 | New |
| GWM Advisors LLC | 1 | $1 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 214 | $0 | 0.00% | +214 | New |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |