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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1,581 | $18.1K | 0.00% | −926−36.9% | Reduced |
| Amalgamated Bank | 1,601 | $18.0K | 0.00% | +1,601 | New |
| Harbour Investments, Inc. | 1,500 | $17.2K | 0.00% | +1,000+200.0% | Added |
| Strategic Wealth Partners, Ltd. | 1,347 | $15.4K | 0.00% | +1,347 | New |
| CWM, LLC | 1,100 | $13.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,017 | $11.6K | 0.00% | +432+73.8% | Added |
| Global Retirement Partners, LLC | 1,000 | $11.4K | 0.00% | +1,000 | New |
| Federation des caisses Desjardins du Quebec | 915 | $10.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 746 | $8.53K | 0.00% | +246+49.2% | Added |
| Armstrong Advisory Group, Inc | 697 | $7.97K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 530 | $6.06K | 0.00% | +95+21.8% | Added |
| Nisa Investment Advisors, LLC | 517 | $5.91K | 0.00% | +517 | New |
| Newbridge Financial Services Group, Inc. | 470 | $5.38K | 0.00% | −150−24.2% | Reduced |
| Principal Securities, Inc. | 300 | $3.43K | 0.00% | −950−76.0% | Reduced |
| Spire Wealth Management | 300 | $3.43K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 281 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 260 | $2.97K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 250 | $2.86K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 240 | $2.75K | 0.00% | +240 | New |
| Signaturefd, LLC | 201 | $2.30K | 0.00% | −152−43.1% | Reduced |
| N.E.W. Advisory Services LLC | 196 | $2.24K | 0.00% | −196−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 180 | $2.06K | 0.00% | −10−5.3% | Reduced |
| US Bancorp | 139 | $1.59K | 0.00% | −2,152−93.9% | Reduced |
| Sierra Ocean, LLC | 107 | $1.22K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $1.14K | 0.00% | +30+42.9% | Added |
| SJS Investment Consulting Inc. | 88 | $1.01K | 0.00% | +88 | New |
| Roble, Belko & Company, Inc | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $572 | 0.00% | −2,850−98.3% | Reduced |
| Hoey Investments, Inc | 48 | $550 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 80 | $460 | 0.00% | +80 | New |
| Your Advocates Ltd., LLP | 10 | $114 | 0.00% | −500−98.0% | Reduced |
| Parallel Advisors, LLC | 9 | $103 | 0.00% | −299−97.1% | Reduced |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −358,994−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −217,672−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −215,345−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −188,179−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −109,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −65,406−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −62,261−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −34,906−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −32,768−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −28,271−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −22,362−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −18,301−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −18,178−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −15,314−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Sphera Management Technology Funds Ltd | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −14,029−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| KLP Kapitalforvaltning AS | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Marshall Investment Management, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |