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 2025
Institutional positions in Serina Therapeutics, Inc. as of Sep 30, 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
- +2 vs. Q2 2025
- Shares held
- 461.8K
- +48.6K (+11.8%) vs. Q2 2025
- Total value
- $2.48M
- −$69.9K (−2.7%) vs. Q2 2025
- New holders
- 6
- 7 more added
- Sold out
- 4
- 2 more reduced
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1 | $5 | 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 |
| Rockefeller Capital Management L.P. | 2 | $11 | 0.00% | +2 | New |
| Pacifica Partners Inc. | 8 | $41 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $43 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8 | $43 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11 | $54 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10 | $54 | 0.00% | +1+11.1% | Added |
| Advisory Services Network, LLC | 14 | $75 | 0.00% | +14 | New |
| Piscataqua Savings Bank | 28 | $150 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 163 | $874 | 0.00% | +163 | New |
| Bank of America Corp | 215 | $1.15K | 0.00% | +186+641.4% | Added |
| Citigroup Inc | 2,323 | $12.5K | 0.00% | +2,323 | New |
| UBS Group AG | 3,466 | $18.6K | 0.00% | +3,465+346,500.0% | Added |
| State Street Corp | 12,758 | $68.4K | 0.00% | +12,758 | New |
| BlackRock, Inc. | 13,122 | $70.3K | 0.00% | +1,349+11.5% | Added |
| Northern Trust Corp | 14,537 | $77.9K | 0.00% | −1,968−11.9% | Reduced |
| Keel Point, LLC | 17,774 | $95.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,211 | $97.6K | 0.00% | +300+1.7% | Added |
| Linscomb & Williams, Inc. | 18,800 | $100.8K | 0.00% | +18,800 | New |
| Geode Capital Management, LLC | 29,608 | $158.7K | 0.00% | +724+2.5% | Added |
| Warren Averett Asset Management, LLC | 67,492 | $361.8K | 0.00% | 00.0% | Unchanged |
| Broadwood Capital Inc | 83,195 | $445.9K | 0.03% | −2,024−2.4% | Reduced |
| Vanguard Group Inc | 180,013 | $964.9K | 0.00% | +29,390+19.5% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,237−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −3,554−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |