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