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, Q3 2025
Institutional positions in Serve Robotics Inc. as of Sep 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
- 149
- +17 vs. Q2 2025
- Shares held
- 25.4M
- +4.13M (+19.4%) vs. Q2 2025
- Total value
- $296.0M
- +$53.1M (+21.9%) vs. Q2 2025
- New holders
- 40
- 64 more added
- Sold out
- 23
- 24 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 9 | $105 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $116 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $558 | 0.00% | +48 | New |
| Hoey Investments, Inc | 48 | $559 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 55 | $640 | 0.00% | +55 | New |
| Rothschild Investment LLC | 80 | $930 | 0.00% | +80 | New |
| Roble, Belko & Company, Inc | 111 | $1.00K | 0.00% | +44+65.7% | Added |
| SJS Investment Consulting Inc. | 88 | $1.02K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 100 | $1.16K | 0.00% | +100 | New |
| Ameritas Advisory Services, LLC | 100 | $1.16K | 0.00% | +100 | New |
| Arlington Trust Co LLC | 100 | $1.16K | 0.00% | +100 | New |
| Crowley Wealth Management, Inc. | 120 | $1.40K | 0.00% | +120 | New |
| Golden State Wealth Management, LLC | 144 | $1.68K | 0.00% | +144 | New |
| Northwestern Mutual Wealth Management Co | 150 | $1.75K | 0.00% | +150 | New |
| Tradewinds Capital Management, LLC | 180 | $2.09K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 196 | $2.28K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $2.33K | 0.00% | +200 | New |
| Signaturefd, LLC | 201 | $2.34K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 250 | $2.91K | 0.00% | −280−52.8% | Reduced |
| TSFG, LLC | 281 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 258 | $3.00K | 0.00% | −2,742−91.4% | Reduced |
| Sunbelt Securities, Inc. | 285 | $3.31K | 0.00% | +285 | New |
| US Bancorp | 293 | $3.41K | 0.00% | +154+110.8% | Added |
| Spire Wealth Management | 300 | $3.48K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 335 | $3.90K | 0.00% | +75+28.8% | Added |
| TD Capital Management LLC | 357 | $4.15K | 0.00% | +357 | New |
| Principal Securities, Inc. | 363 | $4.22K | 0.00% | +63+21.0% | Added |
| Kerr Financial Planning Corp | 500 | $4.58K | 0.01% | +500 | New |
| Sterling Capital Management LLC | 457 | $5.32K | 0.00% | +217+90.4% | Added |
| Wealthspire Advisors, LLC | 516 | $6.00K | 0.00% | +516 | New |
| Nisa Investment Advisors, LLC | 517 | $6.01K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 556 | $6.47K | 0.00% | +556 | New |
| CWM, LLC | 560 | $7.00K | 0.00% | −540−49.1% | Reduced |
| FNY Investment Advisers, LLC | 682 | $7.00K | 0.00% | +682 | New |
| Armstrong Advisory Group, Inc | 697 | $8.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 800 | $9.30K | 0.00% | +54+7.2% | Added |
| Parkside Financial Bank & Trust | 875 | $10.2K | 0.00% | +875 | New |
| Federation des caisses Desjardins du Quebec | 915 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,137 | $13.2K | 0.00% | −26,275−95.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,170 | $13.6K | 0.00% | +700+148.9% | Added |
| Strategic Wealth Partners, Ltd. | 1,347 | $15.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,500 | $17.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,550 | $18.0K | 0.00% | −10,425−87.1% | Reduced |
| Amalgamated Bank | 1,601 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,355 | $27.4K | 0.00% | +2,355 | New |
| SRS Capital Advisors, Inc. | 2,367 | $27.5K | 0.00% | +2,367 | New |
| BFSG, LLC | 2,375 | $27.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,927 | $34.0K | 0.00% | +2+0.1% | Added |
| Ameritas Investment Partners, Inc. | 3,916 | $45.5K | 0.00% | −869−18.2% | Reduced |
| Allworth Financial LP | 4,017 | $46.7K | 0.00% | +117+3.0% | Added |
| FMR LLC | 4,171 | $48.5K | 0.00% | +767+22.5% | Added |
| SBI Securities Co., Ltd. | 4,218 | $49.1K | 0.00% | +2,637+166.8% | Added |
| Russell Investments Group, Ltd. | 5,076 | $59.0K | 0.00% | +5,076 | New |
| Jones Financial Companies LLLP | 6,632 | $77.5K | 0.00% | +3,579+117.2% | Added |
| Rockefeller Capital Management L.P. | 7,952 | $92.5K | 0.00% | +7,952 | New |
| Caitong International Asset Management Co., Ltd | 8,432 | $98.1K | 0.07% | +6,080+258.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,539 | $99.3K | 0.00% | +198+2.4% | Added |
| BNP Paribas Arbitrage, SA | 9,278 | $107.9K | 0.00% | +3,950+74.1% | Added |
| Cetera Investment Advisers | 11,230 | $130.6K | 0.00% | +11,230 | New |
| Wealthfront Advisers LLC | 11,240 | $130.7K | 0.00% | +11,240 | New |
| Envestnet Asset Management Inc | 11,861 | $137.9K | 0.00% | +11,861 | New |
| Bridgewater Associates, LP | 12,779 | $148.6K | 0.00% | +12,779 | New |
| Independent Financial Group, LLC | 12,833 | $149.2K | 0.00% | +12,833 | New |
| Quadrature Capital Ltd | 12,847 | $149.4K | 0.00% | +12,847 | New |
| Global Retirement Partners, LLC | 13,501 | $157.0K | 0.00% | +12,501+1,250.1% | Added |
| Oppenheimer & Co Inc | 13,700 | $159.3K | 0.00% | −43,175−75.9% | Reduced |
| SEI Investments Co | 13,992 | $162.7K | 0.00% | +13,992 | New |
| Balyasny Asset Management LLC | 14,042 | $163.3K | 0.00% | +14,042 | New |
| Citigroup Inc | 14,127 | $164.3K | 0.00% | −9,325−39.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,194 | $165.1K | 0.00% | +3,218+29.3% | Added |
| New York State Common Retirement Fund | 14,800 | $172.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,800 | $172.1K | 0.00% | +1,877+14.5% | Added |
| Manufacturers Life Insurance Company, The | 15,727 | $182.9K | 0.00% | −1,111−6.6% | Reduced |
| Next Capital Management LLC | 16,425 | $191.0K | 0.06% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 17,000 | $197.8K | 0.00% | +2,000+13.3% | Added |
| White Pine Capital LLC | 17,093 | $198.8K | 0.06% | +17,093 | New |
| Walleye Capital LLC | 17,824 | $207.3K | 0.00% | +9,848+123.5% | Added |
| Intech Investment Management LLC | 18,380 | $213.8K | 0.00% | −5,142−21.9% | Reduced |
| Wedbush Securities Inc | 20,200 | $235.0K | 0.01% | +20,200 | New |
| Advisor Group Holdings, Inc. | 21,045 | $237.1K | 0.00% | +3,594+20.6% | Added |
| Alliancebernstein L.P. | 21,100 | $245.4K | 0.00% | +21,100 | New |
| Vontobel Holding Ltd. | 22,427 | $260.8K | 0.00% | +1,417+6.7% | Added |
| Brevan Howard Capital Management LP | 22,937 | $266.8K | 0.00% | +8,537+59.3% | Added |
| Thoroughbred Financial Services, LLC | 24,250 | $282.0K | 0.02% | +2,000+9.0% | Added |
| Invesco Ltd. | 24,755 | $287.9K | 0.00% | +217+0.9% | Added |
| Price T Rowe Associates Inc | 24,813 | $289.0K | 0.00% | +1,371+5.8% | Added |
| American Century Companies Inc | 26,062 | $303.1K | 0.00% | +15,406+144.6% | Added |
| MetLife Investment Management | 28,905 | $336.2K | 0.00% | 00.0% | Unchanged |
| Chico Wealth RIA | 29,473 | $342.8K | 0.23% | +29,473 | New |
| Change Path, LLC | 30,289 | $352.3K | 0.01% | +30,289 | New |
| Royal Bank of Canada | 32,873 | $383.0K | 0.00% | +2,444+8.0% | Added |
| Gsa Capital Partners LLP | 33,784 | $393.0K | 0.03% | −19,014−36.0% | Reduced |
| Deutsche Bank AG | 35,517 | $413.1K | 0.00% | +5,533+18.5% | Added |
| Wells Fargo & Company | 35,527 | $413.2K | 0.00% | +5,878+19.8% | Added |
| Simplex Trading, LLC | 36,765 | $427.0K | 0.01% | +34,607+1,603.7% | Added |
| JPMorgan Chase & Co | 38,422 | $446.8K | 0.00% | +8,517+28.5% | Added |
| Himension Fund | 39,734 | $462.1K | 0.03% | +39,734 | New |
| CWM Advisors, LLC | 39,827 | $463.2K | 0.05% | +39,827 | New |
| Prosperity Wealth Management, Inc. | 42,000 | $488.5K | 0.17% | +26,000+162.5% | Added |