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, Q2 2025
Institutional positions in Serve Robotics Inc. as of Jun 30, 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
- 132
- +13 vs. Q1 2025
- Shares held
- 21.3M
- +3.76M (+21.4%) vs. Q1 2025
- Total value
- $242.9M
- +$141.2M (+138.9%) vs. Q1 2025
- New holders
- 44
- 40 more added
- Sold out
- 31
- 29 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 9 | $103 | 0.00% | −299−97.1% | Reduced |
| Your Advocates Ltd., LLP | 10 | $114 | 0.00% | −500−98.0% | Reduced |
| Strengthening Families & Communities, LLC | 80 | $460 | 0.00% | +80 | New |
| Hoey Investments, Inc | 48 | $550 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $572 | 0.00% | −2,850−98.3% | Reduced |
| Roble, Belko & Company, Inc | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 88 | $1.01K | 0.00% | +88 | New |
| City State Bank | 100 | $1.14K | 0.00% | +30+42.9% | Added |
| Sierra Ocean, LLC | 107 | $1.22K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 139 | $1.59K | 0.00% | −2,152−93.9% | Reduced |
| Tradewinds Capital Management, LLC | 180 | $2.06K | 0.00% | −10−5.3% | Reduced |
| N.E.W. Advisory Services LLC | 196 | $2.24K | 0.00% | −196−50.0% | Reduced |
| Signaturefd, LLC | 201 | $2.30K | 0.00% | −152−43.1% | Reduced |
| Sterling Capital Management LLC | 240 | $2.75K | 0.00% | +240 | New |
| Missouri Trust & Investment Co | 250 | $2.86K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 260 | $2.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 281 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $3.43K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 300 | $3.43K | 0.00% | −950−76.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 470 | $5.38K | 0.00% | −150−24.2% | Reduced |
| Nisa Investment Advisors, LLC | 517 | $5.91K | 0.00% | +517 | New |
| CoreCap Advisors, LLC | 530 | $6.06K | 0.00% | +95+21.8% | Added |
| Armstrong Advisory Group, Inc | 697 | $7.97K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 746 | $8.53K | 0.00% | +246+49.2% | Added |
| Federation des caisses Desjardins du Quebec | 915 | $10.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,000 | $11.4K | 0.00% | +1,000 | New |
| UMA Financial Services, Inc. | 1,017 | $11.6K | 0.00% | +432+73.8% | Added |
| CWM, LLC | 1,100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,347 | $15.4K | 0.00% | +1,347 | New |
| Harbour Investments, Inc. | 1,500 | $17.2K | 0.00% | +1,000+200.0% | Added |
| Amalgamated Bank | 1,601 | $18.0K | 0.00% | +1,601 | New |
| SBI Securities Co., Ltd. | 1,581 | $18.1K | 0.00% | −926−36.9% | Reduced |
| Uniplan Investment Counsel, Inc. | 1,637 | $18.7K | 0.00% | +1,637 | New |
| Simplex Trading, LLC | 2,158 | $24.0K | 0.00% | +2,158 | New |
| Caitong International Asset Management Co., Ltd | 2,352 | $26.9K | 0.02% | −22,991−90.7% | Reduced |
| BFSG, LLC | 2,375 | $27.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,925 | $33.5K | 0.00% | −25,675−89.8% | Reduced |
| Larson Financial Group LLC | 3,000 | $34.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,053 | $34.9K | 0.00% | +467+18.1% | Added |
| FMR LLC | 3,404 | $38.9K | 0.00% | +3,404 | New |
| Allworth Financial LP | 3,900 | $44.6K | 0.00% | +2,964+316.7% | Added |
| Wexford Capital LP | 3,976 | $45.5K | 0.01% | +3,976 | New |
| Ameritas Investment Partners, Inc. | 4,785 | $54.7K | 0.00% | +4,785 | New |
| BNP Paribas Arbitrage, SA | 5,328 | $61.0K | 0.00% | −3,150−37.2% | Reduced |
| National Bank of Canada | 5,397 | $61.7K | 0.00% | −159,328−96.7% | Reduced |
| Total Investment Management Inc | 6,632 | $75.9K | 0.01% | +6,632 | New |
| Walleye Capital LLC | 7,976 | $91.2K | 0.00% | −50,059−86.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,341 | $95.4K | 0.00% | +573+7.4% | Added |
| American Century Companies Inc | 10,656 | $121.9K | 0.00% | +10,656 | New |
| Bank of Montreal | 10,782 | $123.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,825 | $123.8K | 0.00% | +10,825 | New |
| Police & Firemen's Retirement System of New Jersey | 10,976 | $125.6K | 0.00% | +10,976 | New |
| Engineers Gate Manager LP | 11,000 | $125.8K | 0.00% | +11,000 | New |
| Mariner, LLC | 11,657 | $133.4K | 0.00% | +11,657 | New |
| Bogart Wealth, LLC | 11,975 | $137.0K | 0.01% | +11,075+1,230.6% | Added |
| Arkadios Wealth Advisors | 12,846 | $147.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,885 | $147.4K | 0.00% | +12,885 | New |
| Creative Planning | 12,923 | $147.8K | 0.00% | +2,655+25.9% | Added |
| Brevan Howard Capital Management LP | 14,400 | $164.7K | 0.00% | +3,699+34.6% | Added |
| New York State Common Retirement Fund | 14,800 | $169.3K | 0.00% | +14,800 | New |
| Atom Investors LP | 14,874 | $170.2K | 0.02% | +268+1.8% | Added |
| RSM US Wealth Management LLC | 14,972 | $171.3K | 0.00% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 15,000 | $171.4K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 15,474 | $177.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,635 | $179.0K | 0.00% | −3,067−16.4% | Reduced |
| Prosperity Wealth Management, Inc. | 16,000 | $183.0K | 0.07% | +16,000 | New |
| Headlands Technologies LLC | 16,423 | $187.9K | 0.02% | +16,395+58,553.6% | Added |
| Next Capital Management LLC | 16,425 | $187.9K | 0.07% | +16,425 | New |
| Manufacturers Life Insurance Company, The | 16,838 | $192.6K | 0.00% | +16,838 | New |
| Walleye Trading LLC | 17,081 | $195.4K | 0.00% | −30,462−64.1% | Reduced |
| Entropy Technologies, LP | 17,100 | $195.6K | 0.02% | +17,100 | New |
| Advisor Group Holdings, Inc. | 17,451 | $199.6K | 0.00% | +858+5.2% | Added |
| Caption Management, LLC | 20,700 | $236.8K | 0.02% | +20,700 | New |
| Vontobel Holding Ltd. | 21,010 | $240.4K | 0.00% | +21,010 | New |
| Thoroughbred Financial Services, LLC | 22,250 | $254.0K | 0.02% | +22,250 | New |
| Citigroup Inc | 23,452 | $268.3K | 0.00% | +8,206+53.8% | Added |
| Price T Rowe Associates Inc | 23,442 | $269.0K | 0.00% | +23,442 | New |
| Intech Investment Management LLC | 23,522 | $269.1K | 0.00% | +23,522 | New |
| Invesco Ltd. | 24,538 | $280.7K | 0.00% | +24,538 | New |
| Tower Research Capital LLC (TRC) | 27,412 | $313.6K | 0.01% | +26,309+2,385.2% | Added |
| MetLife Investment Management | 28,905 | $330.7K | 0.00% | +28,905 | New |
| Wells Fargo & Company | 29,649 | $339.2K | 0.00% | +27,013+1,024.8% | Added |
| JPMorgan Chase & Co | 29,905 | $342.1K | 0.00% | +22,320+294.3% | Added |
| Deutsche Bank AG | 29,984 | $343.0K | 0.00% | +29,984 | New |
| Royal Bank of Canada | 30,429 | $348.0K | 0.00% | −4,784−13.6% | Reduced |
| Bulltick Wealth Management, LLC | 31,000 | $354.6K | 0.09% | +31,000 | New |
| PFG Investments, LLC | 33,691 | $385.4K | 0.02% | −2,807−7.7% | Reduced |
| Wolverine Trading, LLC | 34,224 | $391.5K | 0.01% | −25,143−42.4% | Reduced |
| IMC-Chicago, LLC | 34,352 | $393.0K | 0.01% | +34,352 | New |
| Soviero Asset Management, LP | 35,000 | $400.4K | 0.29% | +35,000 | New |
| Advisory Services Network, LLC | 43,651 | $444.8K | 0.01% | +43,651 | New |
| Cambridge Investment Research Advisors, Inc. | 41,649 | $476.0K | 0.00% | +22,683+119.6% | Added |
| Harbour Capital Advisors, LLC | 47,010 | $514.8K | 0.11% | −1,485−3.1% | Reduced |
| Virtu Financial LLC | 47,508 | $543.0K | 0.03% | −11,546−19.6% | Reduced |
| Main Management ETF Advisors, LLC | 51,310 | $587.0K | 0.02% | +840+1.7% | Added |
| Gsa Capital Partners LLP | 52,798 | $604.0K | 0.04% | +52,798 | New |
| Oppenheimer & Co Inc | 56,875 | $650.6K | 0.01% | +56,875 | New |
| Cambria Investment Management, L.P. | 59,514 | $680.8K | 0.05% | −1,653−2.7% | Reduced |
| Verition Fund Management LLC | 63,447 | $725.8K | 0.00% | +13,180+26.2% | Added |
| LPL Financial LLC | 66,289 | $758.3K | 0.00% | +20,734+45.5% | Added |