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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 14 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 214 | $0 | 0.00% | +214 | New |
| GWM Advisors LLC | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $19 | 0.00% | +30 | New |
| UBS Group AG | 35 | $23 | 0.00% | −13,467−99.7% | Reduced |
| BNP Paribas Arbitrage, SA | 74 | $49 | 0.00% | −260−77.8% | Reduced |
| Strategic Investment Solutions, Inc. | 150 | $99 | 0.00% | +150 | New |
| Lindbrook Capital, LLC | 172 | $114 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 200 | $133 | 0.00% | −24−10.7% | Reduced |
| Pacifica Partners Inc. | 292 | $195 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 304 | $202 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 486 | $322 | 0.00% | +41+9.2% | Added |
| Advisory Services Network, LLC | 550 | $365 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 809 | $536 | 0.00% | +3+0.4% | Added |
| Piscataqua Savings Bank | 1,000 | $660 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,060 | $703 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,287 | $2.18K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,893 | $8.55K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,421 | $8.90K | 0.00% | +13,421 | New |
| Tower Research Capital LLC (TRC) | 13,525 | $9.00K | 0.00% | −3,260−19.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 18,000 | $11.9K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 26,801 | $17.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 30,596 | $20.3K | 0.00% | −21,785−41.6% | Reduced |
| Northern Trust Corp | 31,533 | $20.9K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 32,500 | $21.5K | 0.01% | −500−1.5% | Reduced |
| Creative Planning | 72,360 | $48.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 86,026 | $57.0K | 0.01% | −414−0.5% | Reduced |
| Geode Capital Management, LLC | 97,764 | $64.8K | 0.00% | −1,847−1.9% | Reduced |
| Sigma Planning Corp | 131,200 | $87.0K | 0.00% | −3,777−2.8% | Reduced |
| BlackRock Inc. | 131,800 | $87.4K | 0.00% | −145−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 169,770 | $112.6K | 0.00% | 00.0% | Unchanged |
| Prescott General Partners LLC | 185,185 | $122.8K | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 698,414 | $463.0K | 0.00% | 00.0% | Unchanged |
| Broadwood Capital Inc | 2,997,156 | $1.99M | 0.14% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |