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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 2,927 | $34.0K | 0.00% | +2+0.1% | Added |
| BFSG, LLC | 2,375 | $27.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,367 | $27.5K | 0.00% | +2,367 | New |
| Farther Finance Advisors, LLC | 2,355 | $27.4K | 0.00% | +2,355 | New |
| Amalgamated Bank | 1,601 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,550 | $18.0K | 0.00% | −10,425−87.1% | Reduced |
| Harbour Investments, Inc. | 1,500 | $17.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,347 | $15.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,170 | $13.6K | 0.00% | +700+148.9% | Added |
| Tower Research Capital LLC (TRC) | 1,137 | $13.2K | 0.00% | −26,275−95.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 915 | $10.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 875 | $10.2K | 0.00% | +875 | New |
| EverSource Wealth Advisors, LLC | 800 | $9.30K | 0.00% | +54+7.2% | Added |
| Armstrong Advisory Group, Inc | 697 | $8.11K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 560 | $7.00K | 0.00% | −540−49.1% | Reduced |
| FNY Investment Advisers, LLC | 682 | $7.00K | 0.00% | +682 | New |
| Aspect Partners, LLC | 556 | $6.47K | 0.00% | +556 | New |
| Nisa Investment Advisors, LLC | 517 | $6.01K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 516 | $6.00K | 0.00% | +516 | New |
| Sterling Capital Management LLC | 457 | $5.32K | 0.00% | +217+90.4% | Added |
| Kerr Financial Planning Corp | 500 | $4.58K | 0.01% | +500 | New |
| Principal Securities, Inc. | 363 | $4.22K | 0.00% | +63+21.0% | Added |
| TD Capital Management LLC | 357 | $4.15K | 0.00% | +357 | New |
| GWM Advisors LLC | 335 | $3.90K | 0.00% | +75+28.8% | Added |
| Spire Wealth Management | 300 | $3.48K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 293 | $3.41K | 0.00% | +154+110.8% | Added |
| Sunbelt Securities, Inc. | 285 | $3.31K | 0.00% | +285 | New |
| Larson Financial Group LLC | 258 | $3.00K | 0.00% | −2,742−91.4% | Reduced |
| TSFG, LLC | 281 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 250 | $2.91K | 0.00% | −280−52.8% | Reduced |
| Signaturefd, LLC | 201 | $2.34K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $2.33K | 0.00% | +200 | New |
| N.E.W. Advisory Services LLC | 196 | $2.28K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 180 | $2.09K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $1.75K | 0.00% | +150 | New |
| Golden State Wealth Management, LLC | 144 | $1.68K | 0.00% | +144 | New |
| Crowley Wealth Management, Inc. | 120 | $1.40K | 0.00% | +120 | New |
| 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 |
| SJS Investment Consulting Inc. | 88 | $1.02K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 111 | $1.00K | 0.00% | +44+65.7% | Added |
| Rothschild Investment LLC | 80 | $930 | 0.00% | +80 | New |
| GAMMA Investing LLC | 55 | $640 | 0.00% | +55 | New |
| Hoey Investments, Inc | 48 | $559 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $558 | 0.00% | +48 | New |
| Your Advocates Ltd., LLP | 10 | $116 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9 | $105 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −130,194−100.0% | Sold out |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −20,700−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −15,474−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −14,972−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −14,874−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −12,885−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −12,846−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,657−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,825−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −10,782−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −6,632−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −3,976−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |