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 2026
Institutional positions in Serina Therapeutics, Inc. as of Mar 31, 2026. 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. Q4 2025
- Shares held
- 1.47M
- +1.22M (+490.0%) vs. Q4 2025
- Total value
- $2.86M
- +$2.38M (+498.3%) vs. Q4 2025
- New holders
- 10
- 6 more added
- Sold out
- 5
- 1 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Serina Therapeutics, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sio Capital Management, LLC | 1,000,000 | $1.94M | 0.28% | +1,000,000 | New |
| Vanguard Capital Management LLC | 159,136 | $308.7K | 0.00% | +159,136 | New |
| Warren Averett Asset Management, LLC | 67,492 | $130.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 64,973 | $126.0K | 0.00% | +34,564+113.7% | Added |
| BlackRock, Inc. | 58,264 | $113.0K | 0.00% | +41,015+237.8% | Added |
| Jane Street Group, LLC | 39,653 | $76.9K | 0.00% | +39,653 | New |
| Keel Point, LLC | 21,508 | $41.7K | 0.00% | +3,734+21.0% | Added |
| Vanguard Fiduciary Trust Co | 20,009 | $38.8K | 0.00% | +20,009 | New |
| Avidian Wealth Solutions, LLC | 18,800 | $36.5K | 0.00% | +18,800 | New |
| State Street Corp | 12,758 | $24.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,982 | $7.72K | 0.00% | +3,982 | New |
| Wells Fargo & Company | 3,606 | $7.00K | 0.00% | +2+0.1% | Added |
| Advisor Group Holdings, Inc. | 1,001 | $1.94K | 0.00% | +999+49,950.0% | Added |
| Tower Research Capital LLC (TRC) | 843 | $1.64K | 0.00% | +394+87.8% | Added |
| Vanguard Global Advisers, LLC | 368 | $714 | 0.00% | +368 | New |
| Piscataqua Savings Bank | 28 | $54 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14 | $27 | 0.00% | +14 | New |
| Pacifica Partners Inc. | 8 | $16 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $16 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8 | $16 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5 | $10 | 0.00% | −428−98.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2 | $4 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2 | $4 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $2 | 0.00% | +1 | New |
| Federation des caisses Desjardins du Quebec | 1 | $2 | 0.00% | +1 | New |
| Broadwood Capital Inc | 0 | $0 | 0.00% | −54,484−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −14,082−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,980−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |