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, Q4 2023
Institutional positions in Serina Therapeutics, Inc. as of Dec 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
- 35
- +5 vs. Q3 2023
- Shares held
- 4.97M
- +141.9K (+2.9%) vs. Q3 2023
- Total value
- $1.91M
- −$1.37M (−41.8%) vs. Q3 2023
- New holders
- 6
- 6 more added
- Sold out
- 1
- 8 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwood Capital Inc | 2,997,156 | $1.15M | 0.10% | 00.0% | Unchanged |
| Vanguard Group Inc | 701,755 | $270.2K | 0.00% | +3,341+0.5% | Added |
| Sigma Planning Corp | 286,425 | $110.3K | 0.01% | +105,040+57.9% | Added |
| Prescott General Partners LLC | 185,185 | $71.3K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 144,770 | $55.7K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 140,994 | $54.3K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 124,301 | $47.9K | 0.00% | −7,645−5.8% | Reduced |
| Strategic Wealth Designers | 97,375 | $37.5K | 0.01% | +4,772+5.2% | Added |
| Creative Planning | 70,700 | $27.2K | 0.00% | −200−0.3% | Reduced |
| Northern Trust Corp | 31,533 | $12.1K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 28,712 | $11.0K | 0.00% | +28,712 | New |
| State Street Corp | 26,801 | $10.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,849 | $9.57K | 0.00% | +573+2.4% | Added |
| Summit X, LLC | 22,500 | $8.66K | 0.00% | −14,500−39.2% | Reduced |
| Citadel Advisors LLC | 21,448 | $8.26K | 0.00% | +21,448 | New |
| Beirne Wealth Consulting Services, LLC | 18,000 | $6.93K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,293 | $4.73K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,542 | $4.44K | 0.00% | +11,542 | New |
| Tower Research Capital LLC (TRC) | 10,725 | $4.13K | 0.00% | −2,474−18.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,237 | $1.25K | 0.00% | −150−4.4% | Reduced |
| JPMorgan Chase & Co | 2,054 | $790 | 0.00% | +15+0.7% | Added |
| Piscataqua Savings Bank | 1,000 | $380 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 960 | $370 | 0.00% | −100−9.4% | Reduced |
| UBS Group AG | 618 | $238 | 0.00% | +383+163.0% | Added |
| Advisory Services Network, LLC | 500 | $193 | 0.00% | +500 | New |
| Wells Fargo & Company | 465 | $179 | 0.00% | −32−6.4% | Reduced |
| Morgan Stanley | 441 | $170 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 304 | $118 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 292 | $99 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 172 | $66 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 150 | $58 | 0.00% | −9,300−98.4% | Reduced |
| BNP Paribas Arbitrage, SA | 74 | $28 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $11 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 26 | $10 | 0.00% | +26 | New |
| Planning Capital Management Corp | 10 | $4 | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |