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 2025
Institutional positions in Serina Therapeutics, Inc. as of Mar 31, 2025. 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. Q4 2024
- Shares held
- 335.8K
- +16.6K (+5.2%) vs. Q4 2024
- Total value
- $1.90M
- +$305.0K (+19.1%) vs. Q4 2024
- New holders
- 3
- 5 more added
- Sold out
- 3
- 6 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Broadwood Capital Inc | 85,219 | $483.2K | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 67,492 | $382.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 65,333 | $370.4K | 0.00% | +3,260+5.3% | Added |
| Geode Capital Management, LLC | 29,206 | $165.6K | 0.00% | +3,010+11.5% | Added |
| HighTower Advisors, LLC | 21,433 | $121.5K | 0.00% | −1,000−4.5% | Reduced |
| Keel Point, LLC | 17,774 | $100.8K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 17,011 | $96.5K | 0.00% | +2,225+15.0% | Added |
| Citadel Advisors LLC | 13,184 | $74.8K | 0.00% | +13,184 | New |
| Millennium Management LLC | 10,721 | $60.8K | 0.00% | −3,830−26.3% | Reduced |
| Toronto Dominion Bank | 3,554 | $20.2K | 0.00% | +3,554 | New |
| BlackRock, Inc. | 3,067 | $17.4K | 0.00% | −505−14.1% | Reduced |
| Tower Research Capital LLC (TRC) | 912 | $5.17K | 0.00% | −97−9.6% | Reduced |
| UBS Group AG | 747 | $4.24K | 0.00% | −3,062−80.4% | Reduced |
| Piscataqua Savings Bank | 28 | $158 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 26 | $147 | 0.00% | +2+8.3% | Added |
| Riggs Asset Managment Co. Inc. | 24 | $137 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12 | $68 | 0.00% | −1−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 10 | $55 | 0.00% | +5+100.0% | Added |
| Albion Financial Group | 8 | $46 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8 | $45 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $42 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2 | $11 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2 | $11 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $8 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1−100.0% | Sold out |