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 |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 67 | $0 | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 28 | $161 | 0.00% | +28 | New |
| ORG Partners LLC | 35 | $198 | 0.00% | +35 | New |
| Hoey Investments, Inc | 48 | $276 | 0.00% | 00.0% | Unchanged |
| City State Bank | 70 | $403 | 0.00% | +70 | New |
| Aspect Partners, LLC | 80 | $460 | 0.00% | +80 | New |
| Salem Investment Counselors Inc | 100 | $575 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 107 | $615 | 0.00% | +107 | New |
| Hazlett, Burt & Watson, Inc. | 170 | $1.00K | 0.00% | +170 | New |
| Tradewinds Capital Management, LLC | 190 | $1.09K | 0.00% | +190 | New |
| Stone House Investment Management, LLC | 200 | $1.15K | 0.00% | +200 | New |
| Missouri Trust & Investment Co | 250 | $1.44K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 260 | $1.50K | 0.00% | +260 | New |
| Marshall Investment Management, LLC | 272 | $1.56K | 0.00% | +272 | New |
| Spire Wealth Management | 300 | $1.72K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 308 | $1.94K | 0.00% | +52+20.3% | Added |
| Valley National Advisers Inc | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 281 | $2.00K | 0.00% | +281 | New |
| Signaturefd, LLC | 353 | $2.03K | 0.00% | +253+253.0% | Added |
| N.E.W. Advisory Services LLC | 392 | $2.25K | 0.00% | +392 | New |
| CoreCap Advisors, LLC | 435 | $2.50K | 0.00% | +155+55.4% | Added |
| Harbour Investments, Inc. | 500 | $2.88K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $2.88K | 0.00% | +500 | New |
| Your Advocates Ltd., LLP | 510 | $2.93K | 0.00% | +510 | New |
| UMA Financial Services, Inc. | 585 | $3.36K | 0.00% | +168+40.3% | Added |
| Proffitt & Goodson Inc | 600 | $3.45K | 0.00% | +600 | New |
| Newbridge Financial Services Group, Inc. | 620 | $3.56K | 0.00% | +370+148.0% | Added |
| Bogart Wealth, LLC | 900 | $5.17K | 0.00% | −1,825−67.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 915 | $5.26K | 0.00% | +300+48.8% | Added |
| CWM, LLC | 1,100 | $6.00K | 0.00% | +1,000+1,000.0% | Added |
| Allworth Financial LP | 936 | $6.23K | 0.00% | +36+4.0% | Added |
| Tower Research Capital LLC (TRC) | 1,103 | $6.34K | 0.00% | −5,116−82.3% | Reduced |
| Armstrong Advisory Group, Inc | 697 | $9.41K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,291 | $13.2K | 0.00% | +2,291 | New |
| Gordian Capital Singapore Pte Ltd | 2,293 | $13.2K | 0.01% | +2,200+2,365.6% | Added |
| BFSG, LLC | 2,375 | $13.7K | 0.00% | −2,375−50.0% | Reduced |
| SBI Securities Co., Ltd. | 2,507 | $14.4K | 0.00% | +2,507 | New |
| Wells Fargo & Company | 2,636 | $15.2K | 0.00% | −8,219−75.7% | Reduced |
| Jones Financial Companies LLLP | 2,586 | $16.3K | 0.00% | +1,086+72.4% | Added |
| IFP Advisors, Inc | 2,900 | $16.7K | 0.00% | +2,900 | New |
| Principal Securities, Inc. | 1,250 | $16.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,000 | $17.3K | 0.00% | −300−9.1% | Reduced |
| FNY Investment Advisers, LLC | 4,000 | $23.0K | 0.01% | +4,000 | New |
| JPMorgan Chase & Co | 7,585 | $43.6K | 0.00% | +6,730+787.1% | Added |
| BNP Paribas Arbitrage, SA | 8,478 | $48.7K | 0.00% | +8,473+169,460.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,768 | $48.9K | 0.00% | +7,768 | New |
| KLP Kapitalforvaltning AS | 8,500 | $48.9K | 0.00% | +8,500 | New |
| Creative Planning | 10,268 | $59.0K | 0.00% | +10,268 | New |
| Balboa Wealth Partners | 10,430 | $60.0K | 0.01% | −715−6.4% | Reduced |
| Brevan Howard Capital Management LP | 10,701 | $61.5K | 0.00% | +10,701 | New |
| Bank of Montreal | 10,782 | $62.0K | 0.00% | −9,231−46.1% | Reduced |
| Charles Schwab Investment Management Inc | 12,728 | $73.2K | 0.00% | +1,545+13.8% | Added |
| Arkadios Wealth Advisors | 12,846 | $73.9K | 0.00% | +12,846 | New |
| Diametric Capital, LP | 14,029 | $80.7K | 0.10% | +14,029 | New |
| Atom Investors LP | 14,606 | $84.0K | 0.01% | +14,606 | New |
| RSM US Wealth Management LLC | 14,972 | $86.1K | 0.00% | −50.0% | Reduced |
| Sphera Management Technology Funds Ltd | 15,000 | $86.3K | 0.07% | +15,000 | New |
| Phoenix Holdings Ltd. | 15,000 | $86.7K | 0.00% | +15,000 | New |
| Citigroup Inc | 15,246 | $87.7K | 0.00% | +7,765+103.8% | Added |
| Janus Henderson Group PLC | 14,000 | $88.0K | 0.00% | +14,000 | New |
| PEAK6 LLC | 15,314 | $88.1K | 0.00% | +829+5.7% | Added |
| Atomi Financial Group, Inc. | 15,474 | $89.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 15,892 | $91.4K | 0.00% | +15,892 | New |
| Advisor Group Holdings, Inc. | 16,593 | $95.4K | 0.00% | +12,867+345.3% | Added |
| Jefferies Financial Group Inc. | 18,178 | $104.5K | 0.00% | +978+5.7% | Added |
| Jain Global LLC | 18,301 | $105.2K | 0.00% | +18,301 | New |
| Commonwealth Equity Services, LLC | 18,702 | $108.0K | 0.00% | +348+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,966 | $109.0K | 0.00% | +8,566+82.4% | Added |
| Millennium Management LLC | 19,383 | $111.5K | 0.00% | −26,684−57.9% | Reduced |
| Options Solutions, LLC | 22,362 | $128.6K | 0.06% | +22,362 | New |
| Omers Administration Corp | 23,500 | $135.1K | 0.00% | −8,400−26.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 25,343 | $145.7K | 0.11% | +25,343 | New |
| DnB Asset Management AS | 26,453 | $152.1K | 0.00% | +5,097+23.9% | Added |
| Bayesian Capital Management, LP | 28,271 | $162.6K | 0.03% | +28,271 | New |
| California State Teachers Retirement System | 28,600 | $164.4K | 0.00% | +28,600 | New |
| Freestone Grove Partners LP | 32,768 | $188.4K | 0.00% | +32,768 | New |
| Dark Forest Capital Management LP | 34,906 | $200.7K | 0.01% | +34,906 | New |
| Royal Bank of Canada | 35,213 | $202.0K | 0.00% | +30,927+721.6% | Added |
| PFG Investments, LLC | 36,498 | $209.9K | 0.01% | +4,000+12.3% | Added |
| Group One Trading, L.P. | 37,209 | $214.0K | 0.01% | +23,713+175.7% | Added |
| Tudor Investment Corp Et Al | 37,938 | $218.1K | 0.00% | +37,938 | New |
| LPL Financial LLC | 45,555 | $261.9K | 0.00% | +23,790+109.3% | Added |
| Harbour Capital Advisors, LLC | 48,495 | $262.4K | 0.06% | −1,870−3.7% | Reduced |
| Walleye Trading LLC | 47,543 | $273.4K | 0.01% | +47,543 | New |
| Verition Fund Management LLC | 50,267 | $289.0K | 0.00% | +50,267 | New |
| Main Management ETF Advisors, LLC | 50,470 | $290.0K | 0.02% | +50,470 | New |
| Swiss National Bank | 53,000 | $304.8K | 0.00% | +53,000 | New |
| Walleye Capital LLC | 58,035 | $333.7K | 0.00% | +58,035 | New |
| Virtu Financial LLC | 59,054 | $340.0K | 0.02% | +24,614+71.5% | Added |
| Cambria Investment Management, L.P. | 61,167 | $351.7K | 0.02% | +61,167 | New |
| EntryPoint Capital, LLC | 62,261 | $358.0K | 0.16% | +62,261 | New |
| Wolverine Trading, LLC | 59,367 | $373.4K | 0.01% | +59,367 | New |
| ExodusPoint Capital Management, LP | 65,406 | $376.0K | 0.00% | +65,406 | New |
| Northern Trust Corp | 67,653 | $389.0K | 0.00% | +36,020+113.9% | Added |
| Sculptor Capital LP | 92,100 | $529.6K | 0.01% | +92,100 | New |
| Raymond James Financial Inc | 99,904 | $574.4K | 0.00% | −46,588−31.8% | Reduced |
| Renaissance Technologies LLC | 109,000 | $626.8K | 0.00% | +109,000 | New |
| State Street Corp | 140,048 | $805.3K | 0.00% | +83,330+146.9% | Added |
| National Bank of Canada | 164,725 | $947.1K | 0.00% | −568,375−77.5% | Reduced |
| Bank of America Corp | 166,999 | $960.2K | 0.00% | +166,839+104,274.4% | Added |