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, Q1 2025
Institutional positions in Serve Robotics Inc. as of Mar 31, 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
- 119
- +25 vs. Q4 2024
- Shares held
- 17.5M
- +5.60M (+46.9%) vs. Q4 2024
- Total value
- $101.7M
- −$60.0M (−37.1%) vs. Q4 2024
- New holders
- 54
- 41 more added
- Sold out
- 29
- 14 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Uber Technologies, Inc | 4,748,833 | $27.3M | 0.57% | −550,000−10.4% | Reduced |
| Vanguard Group Inc | 2,138,082 | $12.3M | 0.00% | +863,779+67.8% | Added |
| UBS Group AG | 945,390 | $5.44M | 0.00% | +695,398+278.2% | Added |
| Exchange Traded Concepts, LLC | 882,522 | $5.07M | 0.09% | +210,977+31.4% | Added |
| Susquehanna International Group, LLP | 826,665 | $4.75M | 0.01% | +807,494+4,212.1% | Added |
| Capital Fund Management S.A. | 738,028 | $4.24M | 0.05% | +738,028 | New |
| Legal & General Group Plc | 604,120 | $4.19M | 0.00% | +156,956+35.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 679,014 | $3.97M | 0.01% | +584,302+616.9% | Added |
| Two Sigma Investments, LP | 564,516 | $3.25M | 0.01% | +504,112+834.6% | Added |
| BlackRock, Inc. | 531,338 | $3.06M | 0.00% | +3,255+0.6% | Added |
| Morgan Stanley | 413,493 | $2.38M | 0.00% | +322,046+352.2% | Added |
| Captrust Financial Advisors | 411,577 | $2.37M | 0.01% | +139,583+51.3% | Added |
| Cubist Systematic Strategies, LLC | 358,994 | $2.06M | 0.03% | +358,994 | New |
| Geode Capital Management, LLC | 318,307 | $1.83M | 0.00% | +139,527+78.0% | Added |
| Goldman Sachs Group Inc | 297,138 | $1.71M | 0.00% | +219,018+280.4% | Added |
| Ameriprise Financial Inc | 217,672 | $1.25M | 0.00% | +217,672 | New |
| Balyasny Asset Management LLC | 215,345 | $1.24M | 0.00% | +215,345 | New |
| Citadel Advisors LLC | 190,840 | $1.10M | 0.00% | +190,621+87,041.6% | Added |
| Marshall Wace, LLP | 188,179 | $1.08M | 0.00% | +188,179 | New |
| Bank of America Corp | 166,999 | $960.2K | 0.00% | +166,839+104,274.4% | Added |
| National Bank of Canada | 164,725 | $947.1K | 0.00% | −568,375−77.5% | Reduced |
| State Street Corp | 140,048 | $805.3K | 0.00% | +83,330+146.9% | Added |
| Renaissance Technologies LLC | 109,000 | $626.8K | 0.00% | +109,000 | New |
| Raymond James Financial Inc | 99,904 | $574.4K | 0.00% | −46,588−31.8% | Reduced |
| Sculptor Capital LP | 92,100 | $529.6K | 0.01% | +92,100 | New |
| Northern Trust Corp | 67,653 | $389.0K | 0.00% | +36,020+113.9% | Added |
| ExodusPoint Capital Management, LP | 65,406 | $376.0K | 0.00% | +65,406 | New |
| Wolverine Trading, LLC | 59,367 | $373.4K | 0.01% | +59,367 | New |
| EntryPoint Capital, LLC | 62,261 | $358.0K | 0.16% | +62,261 | New |
| Cambria Investment Management, L.P. | 61,167 | $351.7K | 0.02% | +61,167 | New |
| Virtu Financial LLC | 59,054 | $340.0K | 0.02% | +24,614+71.5% | Added |
| Walleye Capital LLC | 58,035 | $333.7K | 0.00% | +58,035 | New |
| Swiss National Bank | 53,000 | $304.8K | 0.00% | +53,000 | New |
| Main Management ETF Advisors, LLC | 50,470 | $290.0K | 0.02% | +50,470 | New |
| Verition Fund Management LLC | 50,267 | $289.0K | 0.00% | +50,267 | New |
| Walleye Trading LLC | 47,543 | $273.4K | 0.01% | +47,543 | New |
| Harbour Capital Advisors, LLC | 48,495 | $262.4K | 0.06% | −1,870−3.7% | Reduced |
| LPL Financial LLC | 45,555 | $261.9K | 0.00% | +23,790+109.3% | Added |
| Tudor Investment Corp Et Al | 37,938 | $218.1K | 0.00% | +37,938 | New |
| Group One Trading, L.P. | 37,209 | $214.0K | 0.01% | +23,713+175.7% | Added |
| PFG Investments, LLC | 36,498 | $209.9K | 0.01% | +4,000+12.3% | Added |
| Royal Bank of Canada | 35,213 | $202.0K | 0.00% | +30,927+721.6% | Added |
| Dark Forest Capital Management LP | 34,906 | $200.7K | 0.01% | +34,906 | New |
| Freestone Grove Partners LP | 32,768 | $188.4K | 0.00% | +32,768 | New |
| California State Teachers Retirement System | 28,600 | $164.4K | 0.00% | +28,600 | New |
| Bayesian Capital Management, LP | 28,271 | $162.6K | 0.03% | +28,271 | New |
| DnB Asset Management AS | 26,453 | $152.1K | 0.00% | +5,097+23.9% | Added |
| Caitong International Asset Management Co., Ltd | 25,343 | $145.7K | 0.11% | +25,343 | New |
| Omers Administration Corp | 23,500 | $135.1K | 0.00% | −8,400−26.3% | Reduced |
| Options Solutions, LLC | 22,362 | $128.6K | 0.06% | +22,362 | New |
| Millennium Management LLC | 19,383 | $111.5K | 0.00% | −26,684−57.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,966 | $109.0K | 0.00% | +8,566+82.4% | Added |
| Commonwealth Equity Services, LLC | 18,702 | $108.0K | 0.00% | +348+1.9% | Added |
| Jain Global LLC | 18,301 | $105.2K | 0.00% | +18,301 | New |
| Jefferies Financial Group Inc. | 18,178 | $104.5K | 0.00% | +978+5.7% | Added |
| Advisor Group Holdings, Inc. | 16,593 | $95.4K | 0.00% | +12,867+345.3% | Added |
| Barclays PLC | 15,892 | $91.4K | 0.00% | +15,892 | New |
| Atomi Financial Group, Inc. | 15,474 | $89.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 15,314 | $88.1K | 0.00% | +829+5.7% | Added |
| Janus Henderson Group PLC | 14,000 | $88.0K | 0.00% | +14,000 | New |
| Citigroup Inc | 15,246 | $87.7K | 0.00% | +7,765+103.8% | Added |
| Phoenix Holdings Ltd. | 15,000 | $86.7K | 0.00% | +15,000 | New |
| Sphera Management Technology Funds Ltd | 15,000 | $86.3K | 0.07% | +15,000 | New |
| RSM US Wealth Management LLC | 14,972 | $86.1K | 0.00% | −50.0% | Reduced |
| Atom Investors LP | 14,606 | $84.0K | 0.01% | +14,606 | New |
| Diametric Capital, LP | 14,029 | $80.7K | 0.10% | +14,029 | New |
| Arkadios Wealth Advisors | 12,846 | $73.9K | 0.00% | +12,846 | New |
| Charles Schwab Investment Management Inc | 12,728 | $73.2K | 0.00% | +1,545+13.8% | Added |
| Bank of Montreal | 10,782 | $62.0K | 0.00% | −9,231−46.1% | Reduced |
| Brevan Howard Capital Management LP | 10,701 | $61.5K | 0.00% | +10,701 | New |
| Balboa Wealth Partners | 10,430 | $60.0K | 0.01% | −715−6.4% | Reduced |
| Creative Planning | 10,268 | $59.0K | 0.00% | +10,268 | New |
| KLP Kapitalforvaltning AS | 8,500 | $48.9K | 0.00% | +8,500 | New |
| Mirae Asset Global Investments Co., Ltd. | 7,768 | $48.9K | 0.00% | +7,768 | New |
| BNP Paribas Arbitrage, SA | 8,478 | $48.7K | 0.00% | +8,473+169,460.0% | Added |
| JPMorgan Chase & Co | 7,585 | $43.6K | 0.00% | +6,730+787.1% | Added |
| FNY Investment Advisers, LLC | 4,000 | $23.0K | 0.01% | +4,000 | New |
| Larson Financial Group LLC | 3,000 | $17.3K | 0.00% | −300−9.1% | Reduced |
| Principal Securities, Inc. | 1,250 | $16.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,900 | $16.7K | 0.00% | +2,900 | New |
| Jones Financial Companies LLLP | 2,586 | $16.3K | 0.00% | +1,086+72.4% | Added |
| Wells Fargo & Company | 2,636 | $15.2K | 0.00% | −8,219−75.7% | Reduced |
| SBI Securities Co., Ltd. | 2,507 | $14.4K | 0.00% | +2,507 | New |
| BFSG, LLC | 2,375 | $13.7K | 0.00% | −2,375−50.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 2,293 | $13.2K | 0.01% | +2,200+2,365.6% | Added |
| US Bancorp | 2,291 | $13.2K | 0.00% | +2,291 | New |
| Armstrong Advisory Group, Inc | 697 | $9.41K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,103 | $6.34K | 0.00% | −5,116−82.3% | Reduced |
| Allworth Financial LP | 936 | $6.23K | 0.00% | +36+4.0% | Added |
| CWM, LLC | 1,100 | $6.00K | 0.00% | +1,000+1,000.0% | Added |
| Federation des caisses Desjardins du Quebec | 915 | $5.26K | 0.00% | +300+48.8% | Added |
| Bogart Wealth, LLC | 900 | $5.17K | 0.00% | −1,825−67.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 620 | $3.56K | 0.00% | +370+148.0% | Added |
| Proffitt & Goodson Inc | 600 | $3.45K | 0.00% | +600 | New |
| UMA Financial Services, Inc. | 585 | $3.36K | 0.00% | +168+40.3% | Added |
| Your Advocates Ltd., LLP | 510 | $2.93K | 0.00% | +510 | New |
| Harbour Investments, Inc. | 500 | $2.88K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $2.88K | 0.00% | +500 | New |
| CoreCap Advisors, LLC | 435 | $2.50K | 0.00% | +155+55.4% | Added |
| N.E.W. Advisory Services LLC | 392 | $2.25K | 0.00% | +392 | New |