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