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, Q4 2024
Institutional positions in Serve Robotics 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
- 95
- +41 vs. Q3 2024
- Shares held
- 11.9M
- +3.34M (+38.8%) vs. Q3 2024
- Total value
- $161.7M
- +$93.2M (+136.1%) vs. Q3 2024
- New holders
- 55
- 19 more added
- Sold out
- 14
- 11 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Uber Technologies, Inc | 5,298,833 | $71.5M | 1.47% | +5,298,833 | New |
| Vanguard Group Inc | 1,274,303 | $17.2M | 0.00% | +544,537+74.6% | Added |
| National Bank of Canada | 733,100 | $9.90M | 0.01% | +733,100 | New |
| Yong Rong (HK) Asset Management Ltd | 704,000 | $9.50M | 4.16% | −508,000−41.9% | Reduced |
| Exchange Traded Concepts, LLC | 671,545 | $9.07M | 0.18% | +671,545 | New |
| BlackRock, Inc. | 528,083 | $7.13M | 0.00% | +193,018+57.6% | Added |
| Legal & General Group Plc | 447,164 | $6.63M | 0.00% | +447,164 | New |
| Captrust Financial Advisors | 271,994 | $3.67M | 0.01% | +271,994 | New |
| UBS Group AG | 249,992 | $3.37M | 0.00% | +249,992 | New |
| Geode Capital Management, LLC | 178,780 | $2.41M | 0.00% | +47,927+36.6% | Added |
| Raymond James Financial Inc | 146,492 | $1.98M | 0.00% | +146,492 | New |
| Jane Street Group, LLC | 109,185 | $1.47M | 0.00% | +12,559+13.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 94,712 | $1.45M | 0.00% | +94,712 | New |
| Schonfeld Strategic Advisors LLC | 100,309 | $1.35M | 0.01% | +100,309 | New |
| Morgan Stanley | 91,447 | $1.23M | 0.00% | +74,040+425.3% | Added |
| Goldman Sachs Group Inc | 78,120 | $1.05M | 0.00% | +78,120 | New |
| Harbour Capital Advisors, LLC | 50,365 | $958.4K | 0.21% | +25,475+102.4% | Added |
| Two Sigma Investments, LP | 60,404 | $815.5K | 0.00% | +60,404 | New |
| State Street Corp | 56,718 | $765.7K | 0.00% | +14,818+35.4% | Added |
| 683 Capital Management, LLC | 52,500 | $708.8K | 0.07% | +52,500 | New |
| Toroso Investments, LLC | 51,846 | $699.9K | 0.01% | +18,948+57.6% | Added |
| Millennium Management LLC | 46,067 | $621.9K | 0.00% | −94,810−67.3% | Reduced |
| Man Group plc | 34,556 | $466.5K | 0.00% | +34,556 | New |
| Virtu Financial LLC | 34,440 | $465.0K | 0.02% | +34,440 | New |
| PFG Investments, LLC | 32,498 | $438.7K | 0.03% | −14,000−30.1% | Reduced |
| Omers Administration Corp | 31,900 | $430.6K | 0.00% | +31,900 | New |
| Northern Trust Corp | 31,633 | $427.0K | 0.00% | +20,253+178.0% | Added |
| LPL Financial LLC | 21,765 | $293.8K | 0.00% | +21,765 | New |
| DnB Asset Management AS | 21,356 | $288.3K | 0.00% | +7,336+52.3% | Added |
| Oppenheimer & Co Inc | 20,777 | $280.5K | 0.00% | +20,777 | New |
| Bank of Montreal | 20,013 | $270.2K | 0.00% | −33,632−62.7% | Reduced |
| Susquehanna International Group, LLP | 19,171 | $258.8K | 0.00% | −313,127−94.2% | Reduced |
| Engineers Gate Manager LP | 18,761 | $253.3K | 0.00% | +18,761 | New |
| Commonwealth Equity Services, LLC | 18,354 | $248.0K | 0.00% | +18,354 | New |
| Corton Capital Inc. | 17,466 | $235.8K | 0.14% | +17,466 | New |
| Jefferies Financial Group Inc. | 17,200 | $232.2K | 0.00% | +4,000+30.3% | Added |
| Prosperity Wealth Management, Inc. | 17,200 | $232.2K | 0.10% | +17,200 | New |
| RSM US Wealth Management LLC | 14,977 | $228.5K | 0.00% | +14,977 | New |
| Atomi Financial Group, Inc. | 15,474 | $208.9K | 0.01% | +15,474 | New |
| Clare Market Investments LLC | 15,200 | $205.2K | 0.05% | +15,200 | New |
| PEAK6 LLC | 14,485 | $195.5K | 0.01% | +14,485 | New |
| Group One Trading, L.P. | 13,496 | $182.2K | 0.01% | −34,047−71.6% | Reduced |
| Prelude Capital Management, LLC | 13,000 | $175.5K | 0.01% | +13,000 | New |
| Scientech Research LLC | 11,574 | $156.2K | 0.04% | +214+1.9% | Added |
| Change Path, LLC | 11,567 | $156.2K | 0.00% | +11,567 | New |
| One Wealth Management Investment & Advisory Services, LLC | 11,380 | $153.6K | 0.24% | +11,380 | New |
| Charles Schwab Investment Management Inc | 11,183 | $151.0K | 0.00% | +11,183 | New |
| Balboa Wealth Partners | 11,145 | $150.5K | 0.03% | +11,145 | New |
| Wells Fargo & Company | 10,855 | $146.5K | 0.00% | +8,100+294.0% | Added |
| Stephens Inc | 10,550 | $142.4K | 0.00% | +10,550 | New |
| Cambridge Investment Research Advisors, Inc. | 10,400 | $140.0K | 0.00% | +10,400 | New |
| Belvedere Trading LLC | 9,590 | $129.5K | 0.01% | +9,590 | New |
| SG Americas Securities, LLC | 8,450 | $114.0K | 0.00% | +8,450 | New |
| Citigroup Inc | 7,481 | $101.0K | 0.00% | +6,283+524.5% | Added |
| Tower Research Capital LLC (TRC) | 6,219 | $84.0K | 0.00% | −2,936−32.1% | Reduced |
| BFSG, LLC | 4,750 | $64.1K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,286 | $58.0K | 0.00% | −18,472−81.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,726 | $50.3K | 0.00% | +2,662+250.2% | Added |
| Larson Financial Group LLC | 3,300 | $44.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,513 | $42.2K | 0.00% | +2,513 | New |
| Bogart Wealth, LLC | 2,725 | $36.8K | 0.00% | +2,725 | New |
| Ronald Blue Trust, Inc. | 2,000 | $27.0K | 0.00% | +2,000 | New |
| AlphaMark Advisors, LLC | 1,665 | $22.0K | 0.01% | −845−33.7% | Reduced |
| Jones Financial Companies LLLP | 1,500 | $20.3K | 0.00% | +725+93.5% | Added |
| Principal Securities, Inc. | 1,250 | $16.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 900 | $16.1K | 0.00% | +900 | New |
| FMR LLC | 1,150 | $15.5K | 0.00% | +1,150 | New |
| Truvestments Capital LLC | 1,128 | $15.2K | 0.00% | +1,128 | New |
| JPMorgan Chase & Co | 855 | $11.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 826 | $11.2K | 0.00% | +826 | New |
| Armstrong Advisory Group, Inc | 697 | $9.41K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 615 | $8.30K | 0.00% | +615 | New |
| The PNC Financial Services Group, Inc. | 550 | $7.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $6.75K | 0.00% | +500 | New |
| Valley National Advisers Inc | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 325 | $5.82K | 0.00% | +100+44.4% | Added |
| UMA Financial Services, Inc. | 417 | $5.63K | 0.00% | +417 | New |
| Spire Wealth Management | 300 | $4.04K | 0.00% | +300 | New |
| CoreCap Advisors, LLC | 280 | $3.78K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 256 | $3.46K | 0.00% | +246+2,460.0% | Added |
| Newbridge Financial Services Group, Inc. | 250 | $3.38K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 250 | $3.38K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 219 | $2.96K | 0.00% | +219 | New |
| Capital A Wealth Management, LLC | 215 | $2.90K | 0.00% | +215 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 197 | $2.66K | 0.00% | +197 | New |
| Bank of America Corp | 160 | $2.16K | 0.00% | −350,288−100.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 93 | $1.42K | 0.00% | −8,500−98.9% | Reduced |
| Signaturefd, LLC | 100 | $1.35K | 0.00% | +88+733.3% | Added |
| Salem Investment Counselors Inc | 100 | $1.35K | 0.00% | +100 | New |
| Stonebridge Financial Group, LLC | 100 | $1.35K | 0.00% | +100 | New |
| CWM, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Roble, Belko & Company, Inc | 67 | $1.00K | 0.00% | +67 | New |
| Hoey Investments, Inc | 48 | $648 | 0.00% | +48 | New |
| Macquarie Group Ltd | 44,708 | $604 | 0.00% | +44,708 | New |
| BNP Paribas Arbitrage, SA | 5 | $68 | 0.00% | +5 | New |
| NVIDIA Corp | 0 | $0 | 0.00% | −3,727,033−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −675,000−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −70,229−100.0% | Sold out |