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, Q4 2025
Institutional positions in Serve Robotics Inc. as of Dec 31, 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
- 187
- +39 vs. Q3 2025
- Shares held
- 30.0M
- +4.60M (+18.1%) vs. Q3 2025
- Total value
- $311.4M
- +$16.0M (+5.4%) vs. Q3 2025
- New holders
- 62
- 82 more added
- Sold out
- 23
- 26 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 9 | $93 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $104 | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 12 | $125 | 0.00% | +12 | New |
| Gordian Capital Singapore Pte Ltd | 3,010 | $165 | 0.00% | +3,010 | New |
| SJS Investment Consulting Inc. | 43 | $447 | 0.00% | −45−51.1% | Reduced |
| Hoey Investments, Inc | 48 | $499 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $519 | 0.00% | +50 | New |
| Strengthening Families & Communities, LLC | 80 | $830 | 0.00% | +80 | New |
| ORG Partners LLC | 80 | $830 | 0.00% | +80 | New |
| City State Bank | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 106 | $1.10K | 0.00% | +26+32.5% | Added |
| US Bancorp | 139 | $1.44K | 0.00% | −154−52.6% | Reduced |
| Sound Income Strategies, LLC | 100 | $1.48K | 0.00% | +100 | New |
| Golden State Wealth Management, LLC | 144 | $1.50K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 146 | $1.51K | 0.00% | +146 | New |
| Aspect Partners, LLC | 152 | $1.58K | 0.00% | −404−72.7% | Reduced |
| Nvest Wealth Strategies, Inc. | 152 | $1.58K | 0.00% | +152 | New |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | −482−70.7% | Reduced |
| TSFG, LLC | 175 | $2.00K | 0.00% | −106−37.7% | Reduced |
| Roble, Belko & Company, Inc | 192 | $2.00K | 0.00% | +81+73.0% | Added |
| Gen-Wealth Partners Inc | 196 | $2.03K | 0.00% | +196 | New |
| Atlantic Union Bankshares Corp | 200 | $2.08K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 209 | $2.17K | 0.00% | +59+39.3% | Added |
| Signaturefd, LLC | 231 | $2.40K | 0.00% | +30+14.9% | Added |
| Sunbelt Securities, Inc. | 285 | $2.96K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 233 | $3.04K | 0.00% | +233 | New |
| Spire Wealth Management | 300 | $3.11K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 331 | $3.44K | 0.00% | +331 | New |
| TD Capital Management LLC | 357 | $3.71K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 350 | $4.00K | 0.00% | +350 | New |
| GAMMA Investing LLC | 439 | $4.56K | 0.00% | +384+698.2% | Added |
| Kerr Financial Planning Corp | 500 | $4.61K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 447 | $4.64K | 0.00% | +447 | New |
| Bank of Jackson Hole Trust | 490 | $5.09K | 0.00% | +490 | New |
| Geneos Wealth Management Inc. | 513 | $5.33K | 0.00% | +513 | New |
| Nisa Investment Advisors, LLC | 627 | $6.51K | 0.00% | +110+21.3% | Added |
| Sterling Capital Management LLC | 719 | $7.46K | 0.00% | +262+57.3% | Added |
| Larson Financial Group LLC | 744 | $7.72K | 0.00% | +486+188.4% | Added |
| GWM Advisors LLC | 760 | $7.89K | 0.00% | +425+126.9% | Added |
| Tucker Asset Management LLC | 826 | $8.57K | 0.00% | +826 | New |
| Global Retirement Partners, LLC | 1,001 | $10.4K | 0.00% | −12,500−92.6% | Reduced |
| Atlantic Trust, LLC | 1,007 | $10.5K | 0.00% | +1,007 | New |
| Federation des caisses Desjardins du Quebec | 1,175 | $12.2K | 0.00% | +260+28.4% | Added |
| N.E.W. Advisory Services LLC | 1,196 | $12.4K | 0.00% | +1,000+510.2% | Added |
| Farther Finance Advisors, LLC | 1,208 | $12.5K | 0.00% | −1,147−48.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,239 | $12.9K | 0.00% | +1,239 | New |
| MAI Capital Management | 1,500 | $15.6K | 0.00% | +1,500 | New |
| Aster Capital Management (DIFC) Ltd | 1,642 | $17.0K | 0.01% | +1,642 | New |
| Parkside Financial Bank & Trust | 1,660 | $17.2K | 0.00% | +785+89.7% | Added |
| Tower Research Capital LLC (TRC) | 1,829 | $19.0K | 0.00% | +692+60.9% | Added |
| Amalgamated Bank | 1,964 | $20.0K | 0.00% | +363+22.7% | Added |
| Bogart Wealth, LLC | 2,200 | $22.8K | 0.00% | +650+41.9% | Added |
| SRS Capital Advisors, Inc. | 2,352 | $24.4K | 0.00% | −15−0.6% | Reduced |
| BFSG, LLC | 2,375 | $24.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,872 | $29.8K | 0.00% | −5,080−63.9% | Reduced |
| Quadrant Capital Group LLC | 3,000 | $31.1K | 0.00% | +3,000 | New |
| EverSource Wealth Advisors, LLC | 3,192 | $33.1K | 0.00% | +2,392+299.0% | Added |
| Allworth Financial LP | 3,391 | $35.2K | 0.00% | −626−15.6% | Reduced |
| CWM, LLC | 3,439 | $36.0K | 0.00% | +2,879+514.1% | Added |
| Harbour Investments, Inc. | 3,740 | $38.8K | 0.00% | +2,240+149.3% | Added |
| Kestra Advisory Services, LLC | 3,755 | $39.0K | 0.00% | +3,755 | New |
| Ameritas Investment Partners, Inc. | 5,075 | $52.7K | 0.00% | +1,159+29.6% | Added |
| Russell Investments Group, Ltd. | 7,003 | $72.7K | 0.00% | +1,927+38.0% | Added |
| SBI Securities Co., Ltd. | 8,332 | $86.5K | 0.00% | +4,114+97.5% | Added |
| FMR LLC | 8,790 | $91.2K | 0.00% | +4,619+110.7% | Added |
| Newbridge Financial Services Group, Inc. | 9,070 | $94.1K | 0.01% | +7,900+675.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 9,308 | $96.6K | 0.00% | +769+9.0% | Added |
| Strategic Investment Solutions, Inc. | 0 | $96.8K | 0.02% | 0 | New |
| AdvisorShares Investments LLC | 10,082 | $104.7K | 0.02% | +10,082 | New |
| Sigma Planning Corp | 10,146 | $105.3K | 0.00% | +10,146 | New |
| Mercer Global Advisors Inc | 10,259 | $106.5K | 0.00% | +10,259 | New |
| Stifel Financial Corp | 10,685 | $110.9K | 0.00% | +10,685 | New |
| Cetera Investment Advisers | 10,741 | $111.5K | 0.00% | −489−4.4% | Reduced |
| Voya Investment Management LLC | 10,772 | $111.8K | 0.00% | +10,772 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 11,050 | $114.7K | 0.06% | +11,050 | New |
| ProShare Advisors LLC | 11,423 | $118.6K | 0.00% | +11,423 | New |
| Wealthfront Advisers LLC | 11,489 | $119.3K | 0.00% | +249+2.2% | Added |
| HighTower Advisors, LLC | 11,508 | $119.5K | 0.00% | +11,508 | New |
| Foundations Investment Advisors, LLC | 11,868 | $123.2K | 0.00% | +11,868 | New |
| Quest Partners LLC | 12,063 | $125.2K | 0.01% | +12,063 | New |
| KLP Kapitalforvaltning AS | 12,100 | $125.6K | 0.00% | +12,100 | New |
| BNP Paribas Arbitrage, SA | 13,263 | $137.7K | 0.00% | +3,985+43.0% | Added |
| Balyasny Asset Management LLC | 14,392 | $149.4K | 0.00% | +350+2.5% | Added |
| Intech Investment Management LLC | 14,413 | $149.6K | 0.00% | −3,967−21.6% | Reduced |
| SEI Investments Co | 14,473 | $150.2K | 0.00% | +481+3.4% | Added |
| New York State Common Retirement Fund | 14,800 | $153.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,733 | $163.3K | 0.00% | +15,733 | New |
| Virtu Financial LLC | 16,024 | $166.0K | 0.01% | −50,367−75.9% | Reduced |
| Oppenheimer & Co Inc | 16,350 | $169.7K | 0.00% | +2,650+19.3% | Added |
| Sanctuary Advisors, LLC | 16,361 | $169.8K | 0.00% | +16,361 | New |
| Next Capital Management LLC | 16,425 | $170.5K | 0.05% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 17,000 | $171.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16,704 | $173.4K | 0.00% | +10,072+151.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,773 | $174.1K | 0.00% | +2,579+18.2% | Added |
| McAdam, LLC | 16,955 | $176.0K | 0.01% | +16,955 | New |
| International Assets Investment Management, LLC | 17,550 | $182.2K | 0.01% | +17,550 | New |
| Creative Planning | 18,319 | $190.2K | 0.00% | +3,519+23.8% | Added |
| Laffer Tengler Investments | 18,355 | $190.5K | 0.03% | +18,355 | New |
| Manufacturers Life Insurance Company, The | 18,886 | $196.0K | 0.00% | +3,159+20.1% | Added |
| Quantbot Technologies LP | 19,662 | $204.1K | 0.01% | +19,662 | New |