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, Q3 2024
Institutional positions in Serina Therapeutics, Inc. as of Sep 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
- 25
- +5 vs. Q2 2024
- Shares held
- 300.0K
- +98.9K (+49.2%) vs. Q2 2024
- Total value
- $2.01M
- +$82.8K (+4.3%) vs. Q2 2024
- New holders
- 5
- 5 more added
- Sold out
- 0
- 7 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1 | $7 | 0.00% | −1,026−99.9% | Reduced |
| Trust Co of Vermont | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2 | $13 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2 | $13 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2 | $13 | 0.00% | +2 | New |
| Reuter James Wealth Management, LLC | 2 | $13 | 0.00% | +2 | New |
| Strategic Investment Solutions, Inc. | 4 | $27 | 0.00% | −246−98.4% | Reduced |
| Albion Financial Group | 8 | $54 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $54 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8 | $54 | 0.00% | +4+100.0% | Added |
| Advisor Group Holdings, Inc. | 10 | $66 | 0.00% | −1−9.1% | Reduced |
| JPMorgan Chase & Co | 13 | $87 | 0.00% | +2+18.2% | Added |
| Bank of America Corp | 24 | $161 | 0.00% | −7−22.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 24 | $161 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 28 | $187 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 804 | $5.38K | 0.00% | −1,151−58.9% | Reduced |
| BlackRock, Inc. | 3,572 | $23.9K | 0.00% | +3,572 | New |
| Northern Trust Corp | 14,787 | $98.9K | 0.00% | +14,787 | New |
| Keel Point, LLC | 17,774 | $118.9K | 0.01% | +17,774 | New |
| Millennium Management LLC | 19,256 | $128.8K | 0.00% | −2,416−11.1% | Reduced |
| HighTower Advisors, LLC | 22,434 | $150.0K | 0.00% | −48−0.2% | Reduced |
| Geode Capital Management, LLC | 24,026 | $160.7K | 0.00% | +1,279+5.6% | Added |
| Vanguard Group Inc | 44,500 | $297.7K | 0.00% | +22,368+101.1% | Added |
| Warren Averett Asset Management, LLC | 67,492 | $451.5K | 0.01% | +44,007+187.4% | Added |
| Broadwood Capital Inc | 85,219 | $570.1K | 0.04% | 00.0% | Unchanged |
| BlackRock Inc. | – | – | – | – | Not filed |