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 2024
Institutional positions in Serina Therapeutics, Inc. as of Jun 30, 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
- 21
- +8 vs. Q1 2024
- Shares held
- 205.1K
- +95.2K (+86.6%) vs. Q1 2024
- Total value
- $1.96M
- +$482.7K (+32.6%) vs. Q1 2024
- New holders
- 9
- 6 more added
- Sold out
- 1
- 2 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwood Capital Inc | 85,219 | $816.4K | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 23,485 | $225.0K | 0.00% | +23,485 | New |
| Geode Capital Management, LLC | 22,747 | $217.9K | 0.00% | +22,747 | New |
| HighTower Advisors, LLC | 22,482 | $215.0K | 0.00% | +22,482 | New |
| Vanguard Group Inc | 22,132 | $212.0K | 0.00% | +2,181+10.9% | Added |
| Millennium Management LLC | 21,672 | $207.6K | 0.00% | +21,672 | New |
| BlackRock Inc. | 3,978 | $38.1K | 0.00% | +448+12.7% | Added |
| Tower Research Capital LLC (TRC) | 1,955 | $18.7K | 0.00% | +1,507+336.4% | Added |
| UBS Group AG | 1,027 | $9.84K | 0.00% | +1,022+20,440.0% | Added |
| Strategic Investment Solutions, Inc. | 250 | $405 | 0.00% | +250 | New |
| Bank of America Corp | 31 | $297 | 0.00% | +31 | New |
| Piscataqua Savings Bank | 28 | $268 | 0.00% | +28 | New |
| Riggs Asset Managment Co. Inc. | 24 | $230 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 11 | $105 | 0.00% | +10+1,000.0% | Added |
| Advisor Group Holdings, Inc. | 11 | $103 | 0.00% | +4+57.1% | Added |
| Albion Financial Group | 8 | $77 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $58 | 0.00% | +8 | New |
| Morgan Stanley | 4 | $38 | 0.00% | −6−60.0% | Reduced |
| Wells Fargo & Company | 2 | $19 | 0.00% | −56−96.6% | Reduced |
| BNP Paribas Arbitrage, SA | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $10 | 0.00% | +1 | New |
| Citigroup Inc | 0 | $0 | 0.00% | −656−100.0% | Sold out |