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 2023
Institutional positions in Serina Therapeutics, Inc. as of Jun 30, 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
- 32
- −2 vs. Q1 2023
- Shares held
- 4.74M
- −14.8K (−0.3%) vs. Q1 2023
- Total value
- $4.24M
- +$1.08M (+34.3%) vs. Q1 2023
- New holders
- 1
- 5 more added
- Sold out
- 3
- 11 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwood Capital Inc | 2,997,156 | $2.68M | 0.20% | 00.0% | Unchanged |
| Vanguard Group Inc | 698,414 | $623.8K | 0.00% | 00.0% | Unchanged |
| Prescott General Partners LLC | 185,185 | $165.4K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 144,770 | $129.3K | 0.00% | −25,000−14.7% | Reduced |
| Sigma Planning Corp | 139,700 | $124.8K | 0.00% | +8,500+6.5% | Added |
| BlackRock Inc. | 131,844 | $117.8K | 0.00% | +440.0% | Added |
| Geode Capital Management, LLC | 97,764 | $87.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 82,083 | $73.3K | 0.01% | −3,943−4.6% | Reduced |
| Creative Planning | 71,350 | $63.7K | 0.00% | −1,010−1.4% | Reduced |
| Susquehanna International Group, LLP | 43,634 | $39.0K | 0.00% | +13,038+42.6% | Added |
| Northern Trust Corp | 31,533 | $28.2K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 26,801 | $23.9K | 0.00% | 00.0% | Unchanged |
| Summit X, LLC | 25,000 | $22.3K | 0.01% | −7,500−23.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 18,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 12,293 | $11.0K | 0.00% | −600−4.7% | Reduced |
| Tower Research Capital LLC (TRC) | 11,571 | $10.3K | 0.00% | −1,954−14.4% | Reduced |
| Citadel Advisors LLC | 10,702 | $9.56K | 0.00% | −2,719−20.3% | Reduced |
| UBS Group AG | 5,671 | $5.06K | 0.00% | +5,636+16,102.9% | Added |
| Advisor Group Holdings, Inc. | 3,237 | $2.89K | 0.00% | −50−1.5% | Reduced |
| JPMorgan Chase & Co | 2,014 | $1.80K | 0.00% | +2,000+14,285.7% | Added |
| Riggs Asset Managment Co. Inc. | 1,060 | $947 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,000 | $890 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 495 | $441 | 0.00% | −314−38.8% | Reduced |
| Morgan Stanley | 441 | $394 | 0.00% | −45−9.3% | Reduced |
| Albion Financial Group | 304 | $272 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 292 | $219 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 172 | $154 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 100 | $89 | 0.00% | −100−50.0% | Reduced |
| Strategic Investment Solutions, Inc. | 150 | $78 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 74 | $66 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $26 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $0 | 0.00% | +22 | New |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |