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 2024
Institutional positions in Serina Therapeutics, Inc. as of Mar 31, 2024. 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
- 13
- −20 vs. Q4 2023
- Shares held
- 109.9K
- −29.2K (−21.0%) vs. Q4 2023Converted for a 1-for-35 split
- Total value
- $1.48M
- −$395.3K (−21.1%) vs. Q4 2023
- New holders
- 1
- 2 more added
- Sold out
- 21
- 8 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwood Capital Inc | 85,219 | $1.15M | 0.09% | 00.0% | UnchangedConverted for a 1-for-35 split |
| Vanguard Group Inc | 19,951 | $268.5K | 0.00% | 00.0% | UnchangedConverted for a 1-for-35 split |
| BlackRock Inc. | 3,530 | $47.5K | 0.00% | −21−0.6% | ReducedConverted for a 1-for-35 split |
| Citigroup Inc | 656 | $8.83K | 0.00% | +656 | New |
| Tower Research Capital LLC (TRC) | 448 | $6.03K | 0.00% | +142+46.2% | AddedConverted for a 1-for-35 split |
| Wells Fargo & Company | 58 | $781 | 0.00% | +45+336.6% | AddedConverted for a 1-for-35 split |
| Riggs Asset Managment Co. Inc. | 24 | $324 | 0.00% | −3−12.5% | ReducedConverted for a 1-for-35 split |
| Morgan Stanley | 10 | $135 | 0.00% | −3−20.6% | ReducedConverted for a 1-for-35 split |
| Albion Financial Group | 8 | $108 | 0.00% | −1−7.9% | ReducedConverted for a 1-for-35 split |
| Advisor Group Holdings, Inc. | 7 | $89 | 0.00% | −85−92.4% | ReducedConverted for a 1-for-35 split |
| UBS Group AG | 5 | $67 | 0.00% | −13−71.7% | ReducedConverted for a 1-for-35 split |
| BNP Paribas Arbitrage, SA | 2 | $27 | 0.00% | −0−5.4% | ReducedConverted for a 1-for-35 split |
| JPMorgan Chase & Co | 1 | $13 | 0.00% | −58−98.3% | ReducedConverted for a 1-for-35 split |
| Sigma Planning Corp | 0 | $0 | 0.00% | −8,184−100.0% | Sold outConverted for a 1-for-35 split |
| Prescott General Partners LLC | 0 | $0 | 0.00% | −5,291−100.0% | Sold outConverted for a 1-for-35 split |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −4,136−100.0% | Sold outConverted for a 1-for-35 split |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −4,028−100.0% | Sold outConverted for a 1-for-35 split |
| Creative Planning | 0 | $0 | 0.00% | −2,020−100.0% | Sold outConverted for a 1-for-35 split |
| Northern Trust Corp | 0 | $0 | 0.00% | −901−100.0% | Sold outConverted for a 1-for-35 split |
| Virtu Financial LLC | 0 | $0 | 0.00% | −820−100.0% | Sold outConverted for a 1-for-35 split |
| State Street Corp | 0 | $0 | 0.00% | −766−100.0% | Sold outConverted for a 1-for-35 split |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −710−100.0% | Sold outConverted for a 1-for-35 split |
| Summit X, LLC | 0 | $0 | 0.00% | −643−100.0% | Sold outConverted for a 1-for-35 split |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −613−100.0% | Sold outConverted for a 1-for-35 split |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −514−100.0% | Sold outConverted for a 1-for-35 split |
| LPL Financial LLC | 0 | $0 | 0.00% | −351−100.0% | Sold outConverted for a 1-for-35 split |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold outConverted for a 1-for-35 split |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −29−100.0% | Sold outConverted for a 1-for-35 split |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold outConverted for a 1-for-35 split |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold outConverted for a 1-for-35 split |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold outConverted for a 1-for-35 split |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold outConverted for a 1-for-35 split |
| Bank of America Corp | 0 | $0 | 0.00% | −1−100.0% | Sold outConverted for a 1-for-35 split |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −0−100.0% | Sold outConverted for a 1-for-35 split |
| Strategic Wealth Designers | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |