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 2024
Institutional positions in Serina Therapeutics, Inc. as of Dec 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
- 25
- 0 vs. Q3 2024
- Shares held
- 319.1K
- +19.1K (+6.4%) vs. Q3 2024
- Total value
- $1.60M
- −$408.0K (−20.3%) vs. Q3 2024
- New holders
- 2
- 4 more added
- Sold out
- 2
- 4 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwood Capital Inc | 85,219 | $426.9K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 67,492 | $338.1K | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 62,073 | $311.0K | 0.00% | +17,573+39.5% | Added |
| Geode Capital Management, LLC | 26,196 | $131.2K | 0.00% | +2,170+9.0% | Added |
| HighTower Advisors, LLC | 22,433 | $112.4K | 0.00% | −10.0% | Reduced |
| Keel Point, LLC | 17,774 | $89.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 14,786 | $74.1K | 0.00% | −10.0% | Reduced |
| Millennium Management LLC | 14,551 | $72.9K | 0.00% | −4,705−24.4% | Reduced |
| UBS Group AG | 3,809 | $19.1K | 0.00% | +3,808+380,800.0% | Added |
| BlackRock, Inc. | 3,572 | $17.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,009 | $5.05K | 0.00% | +205+25.5% | Added |
| SBI Securities Co., Ltd. | 100 | $501 | 0.00% | +100 | New |
| Piscataqua Savings Bank | 28 | $140 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 24 | $121 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 24 | $120 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13 | $65 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $41 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8 | $40 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $39 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5 | $25 | 0.00% | −5−50.0% | Reduced |
| Strategic Investment Solutions, Inc. | 4 | $20 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2 | $10 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2 | $10 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2 | $9 | 0.00% | +2 | New |
| Trust Co of Vermont | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |