Serve Robotics Inc.
SERV- Exchange
- Nasdaq
- Industry
- General Industrial Machinery & Equipment, NEC
- SEC CIK
- 0001832483
In the last 90 days, Serve Robotics Inc. insiders filed 0 open-market purchases and 3 sales; 195 institutions reported holding it in 13F filings for Q2 2026, worth $213.2M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Serve Robotics 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
- 54
- +32 vs. Q2 2024
- Shares held
- 8.60M
- −29.9K (−0.3%) vs. Q2 2024
- Total value
- $68.5M
- +$52.1M (+317.0%) vs. Q2 2024
- New holders
- 39
- 6 more added
- Sold out
- 7
- 6 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 SERV 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 | 195 | $213.2M |
| Q1 2026 | 198 | $264.8M |
| Q4 2025 | 187 | $311.4M |
| Q3 2025 | 149 | $296.0M |
| Q2 2025 | 132 | $242.9M |
| Q1 2025 | 119 | $101.7M |
| Q4 2024 | 95 | $161.7M |
| Q3 2024 | 54 | $68.5M |
| Q2 2024 | 23 | $16.5M |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 10 | $80 | 0.00% | +10 | New |
| Signaturefd, LLC | 12 | $95 | 0.00% | +12 | New |
| Proequities, Inc. | 225 | $1.79K | 0.00% | +225 | New |
| Newbridge Financial Services Group, Inc. | 250 | $1.99K | 0.00% | +250 | New |
| Missouri Trust & Investment Co | 250 | $1.99K | 0.00% | +250 | New |
| CoreCap Advisors, LLC | 280 | $2.23K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $3.00K | 0.00% | −1,500−75.0% | Reduced |
| The PNC Financial Services Group, Inc. | 550 | $4.37K | 0.00% | +550 | New |
| Armstrong Advisory Group, Inc | 697 | $5.54K | 0.00% | +697 | New |
| Jones Financial Companies LLLP | 775 | $6.65K | 0.00% | +775 | New |
| JPMorgan Chase & Co | 855 | $6.80K | 0.00% | +831+3,462.5% | Added |
| Advisor Group Holdings, Inc. | 1,064 | $8.46K | 0.00% | +814+325.6% | Added |
| Citigroup Inc | 1,198 | $9.52K | 0.00% | +1,198 | New |
| Principal Securities, Inc. | 1,250 | $9.94K | 0.00% | +1,250 | New |
| Jaffetilchin Investment Partners, LLC | 2,000 | $15.9K | 0.00% | +2,000 | New |
| AlphaMark Advisors, LLC | 2,510 | $20.0K | 0.01% | +2,510 | New |
| Wells Fargo & Company | 2,755 | $21.9K | 0.00% | −9,275−77.1% | Reduced |
| Larson Financial Group LLC | 3,300 | $26.2K | 0.00% | +3,300 | New |
| BFSG, LLC | 4,750 | $37.8K | 0.00% | +4,750 | New |
| Gordian Capital Singapore Pte Ltd | 8,593 | $68.3K | 0.03% | +8,593 | New |
| Tower Research Capital LLC (TRC) | 9,155 | $72.8K | 0.00% | +6,359+227.4% | Added |
| Quantum Private Wealth, LLC | 10,000 | $79.5K | 0.03% | +10,000 | New |
| Scientech Research LLC | 11,360 | $90.3K | 0.02% | +11,360 | New |
| Northern Trust Corp | 11,380 | $90.5K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,601 | $100.2K | 0.00% | +12,601 | New |
| Jefferies Financial Group Inc. | 13,200 | $104.9K | 0.00% | +13,200 | New |
| DnB Asset Management AS | 14,020 | $111.6K | 0.00% | +14,020 | New |
| Wolverine Trading, LLC | 13,137 | $112.7K | 0.00% | +13,137 | New |
| Morgan Stanley | 17,407 | $138.4K | 0.00% | +17,407 | New |
| Quadrature Capital Ltd | 18,613 | $148.3K | 0.00% | +18,613 | New |
| Gsa Capital Partners LLP | 19,119 | $152.0K | 0.01% | +19,119 | New |
| HRT Financial LP | 21,000 | $166.0K | 0.00% | +21,000 | New |
| Royal Bank of Canada | 22,758 | $181.0K | 0.00% | +22,758 | New |
| Balyasny Asset Management LLC | 30,475 | $242.3K | 0.00% | +30,475 | New |
| Harbour Capital Advisors, LLC | 24,890 | $251.4K | 0.06% | +24,890 | New |
| Toroso Investments, LLC | 32,898 | $261.5K | 0.00% | +32,898 | New |
| State Street Corp | 41,900 | $333.1K | 0.00% | +41,900 | New |
| PFG Investments, LLC | 46,498 | $369.7K | 0.02% | −9,910−17.6% | Reduced |
| Group One Trading, L.P. | 47,543 | $378.0K | 0.01% | +47,543 | New |
| Marex Group plc | 50,889 | $404.6K | 0.01% | +50,889 | New |
| Bank of Montreal | 53,645 | $460.3K | 0.00% | +53,645 | New |
| Simplex Trading, LLC | 70,229 | $558.0K | 0.02% | +70,229 | New |
| Jane Street Group, LLC | 96,626 | $768.2K | 0.00% | +67,909+236.5% | Added |
| Cowen and Company, LLC | 120,000 | $954.0K | 0.03% | +120,000 | New |
| MYDA Advisors LLC | 130,000 | $1.03M | 0.29% | −348,000−72.8% | Reduced |
| Geode Capital Management, LLC | 130,853 | $1.04M | 0.00% | +73,496+128.1% | Added |
| Millennium Management LLC | 140,877 | $1.12M | 0.00% | −172,908−55.1% | Reduced |
| Susquehanna International Group, LLP | 332,298 | $2.64M | 0.00% | +332,298 | New |
| BlackRock, Inc. | 335,065 | $2.66M | 0.00% | +335,065 | New |
| Bank of America Corp | 350,448 | $2.79M | 0.00% | +350,365+422,126.5% | Added |
| Alyeska Investment Group, L.P. | 675,000 | $5.37M | 0.03% | −249,846−27.0% | Reduced |
| Vanguard Group Inc | 729,766 | $5.80M | 0.00% | +729,766 | New |
| Yong Rong (HK) Asset Management Ltd | 1,212,000 | $9.64M | 2.82% | +1,212,000 | New |
| NVIDIA Corp | 3,727,033 | $29.6M | 6.84% | 00.0% | Unchanged |
| AWM Investment Company, Inc. | 0 | $0 | 0.00% | −1,818,455−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −541,765−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −320,192−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −91,991−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −13,096−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −208,910−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |