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Livermore
Livermore
ZHEN

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.

Q3 2025 vs. Q2 2025

How the institutions holding Serve Robotics Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SERV: Q2 2025 compared with Q3 2025
MeasureQ2 2025Q3 2025Change
Holders132149+17
Shares21.3M25.4M+4.13M (+19.4%)
Value$242.9M$296.0M+$53.1M (+21.9%)

New holders (40)

Institutions that held Serve Robotics Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to SERV in Q3 2025
InstitutionSharesValue% of portfolio
First Trust Advisors LP760,111$8.84M0.01%
D. E. Shaw & Co., Inc.392,405$4.56M0.00%
Wellington Management Group LLP251,408$2.92M0.00%
Prelude Capital Management, LLC50,016$581.7K0.05%
CWM Advisors, LLC39,827$463.2K0.05%
Himension Fund39,734$462.1K0.03%
Change Path, LLC30,289$352.3K0.01%
Chico Wealth RIA29,473$342.8K0.23%
Alliancebernstein L.P.21,100$245.4K0.00%
Wedbush Securities Inc20,200$235.0K0.01%
White Pine Capital LLC17,093$198.8K0.06%
Balyasny Asset Management LLC14,042$163.3K0.00%
SEI Investments Co13,992$162.7K0.00%
Quadrature Capital Ltd12,847$149.4K0.00%
Independent Financial Group, LLC12,833$149.2K0.00%
Bridgewater Associates, LP12,779$148.6K0.00%
Envestnet Asset Management Inc11,861$137.9K0.00%
Wealthfront Advisers LLC11,240$130.7K0.00%
Cetera Investment Advisers11,230$130.6K0.00%
Rockefeller Capital Management L.P.7,952$92.5K0.00%
Russell Investments Group, Ltd.5,076$59.0K0.00%
SRS Capital Advisors, Inc.2,367$27.5K0.00%
Farther Finance Advisors, LLC2,355$27.4K0.00%
Parkside Financial Bank & Trust875$10.2K0.00%
FNY Investment Advisers, LLC682$7.00K0.00%
Aspect Partners, LLC556$6.47K0.00%
Wealthspire Advisors, LLC516$6.00K0.00%
Kerr Financial Planning Corp500$4.58K0.01%
TD Capital Management LLC357$4.15K0.00%
Sunbelt Securities, Inc.285$3.31K0.00%
Atlantic Union Bankshares Corp200$2.33K0.00%
Northwestern Mutual Wealth Management Co150$1.75K0.00%
Golden State Wealth Management, LLC144$1.68K0.00%
Crowley Wealth Management, Inc.120$1.40K0.00%
Silver Oak Securities, Inc100$1.16K0.00%
Ameritas Advisory Services, LLC100$1.16K0.00%
Arlington Trust Co LLC100$1.16K0.00%
Rothschild Investment LLC80$9300.00%
GAMMA Investing LLC55$6400.00%
Fortitude Family Office, LLC48$5580.00%

Sold out (23)

Institutions that held Serve Robotics Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of SERV in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Millennium Management LLC130,194$1.49M
Militia Capital Partners, LP110,000$1.26M
Soviero Asset Management, LP35,000$400.4K
Bulltick Wealth Management, LLC31,000$354.6K
Caption Management, LLC20,700$236.8K
Entropy Technologies, LP17,100$195.6K
Atomi Financial Group, Inc.15,474$177.0K
RSM US Wealth Management LLC14,972$171.3K
Atom Investors LP14,874$170.2K
Voya Investment Management LLC12,885$147.4K
Arkadios Wealth Advisors12,846$147.0K
Mariner, LLC11,657$133.4K
Engineers Gate Manager LP11,000$125.8K
Kestra Advisory Services, LLC10,825$123.8K
Bank of Montreal10,782$123.3K
Total Investment Management Inc6,632$75.9K
Wexford Capital LP3,976$45.5K
Uniplan Investment Counsel, Inc.1,637$18.7K
UMA Financial Services, Inc.1,017$11.6K
Missouri Trust & Investment Co250$2.86K
Sierra Ocean, LLC107$1.22K
IFP Advisors, Inc50$572
Strengthening Families & Communities, LLC80$460