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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 15,733 | $163.3K | 0.00% | +15,733 | New |
| New York State Common Retirement Fund | 14,800 | $153.6K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 14,473 | $150.2K | 0.00% | +481+3.4% | Added |
| Intech Investment Management LLC | 14,413 | $149.6K | 0.00% | −3,967−21.6% | Reduced |
| Balyasny Asset Management LLC | 14,392 | $149.4K | 0.00% | +350+2.5% | Added |
| BNP Paribas Arbitrage, SA | 13,263 | $137.7K | 0.00% | +3,985+43.0% | Added |
| KLP Kapitalforvaltning AS | 12,100 | $125.6K | 0.00% | +12,100 | New |
| Quest Partners LLC | 12,063 | $125.2K | 0.01% | +12,063 | New |
| Foundations Investment Advisors, LLC | 11,868 | $123.2K | 0.00% | +11,868 | New |
| HighTower Advisors, LLC | 11,508 | $119.5K | 0.00% | +11,508 | New |
| Wealthfront Advisers LLC | 11,489 | $119.3K | 0.00% | +249+2.2% | Added |
| ProShare Advisors LLC | 11,423 | $118.6K | 0.00% | +11,423 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 11,050 | $114.7K | 0.06% | +11,050 | New |
| Voya Investment Management LLC | 10,772 | $111.8K | 0.00% | +10,772 | New |
| Cetera Investment Advisers | 10,741 | $111.5K | 0.00% | −489−4.4% | Reduced |
| Stifel Financial Corp | 10,685 | $110.9K | 0.00% | +10,685 | New |
| Mercer Global Advisors Inc | 10,259 | $106.5K | 0.00% | +10,259 | New |
| Sigma Planning Corp | 10,146 | $105.3K | 0.00% | +10,146 | New |
| AdvisorShares Investments LLC | 10,082 | $104.7K | 0.02% | +10,082 | New |
| Strategic Investment Solutions, Inc. | 0 | $96.8K | 0.02% | 0 | New |
| Mirae Asset Global Investments Co., Ltd. | 9,308 | $96.6K | 0.00% | +769+9.0% | Added |
| Newbridge Financial Services Group, Inc. | 9,070 | $94.1K | 0.01% | +7,900+675.2% | Added |
| FMR LLC | 8,790 | $91.2K | 0.00% | +4,619+110.7% | Added |
| SBI Securities Co., Ltd. | 8,332 | $86.5K | 0.00% | +4,114+97.5% | Added |
| Russell Investments Group, Ltd. | 7,003 | $72.7K | 0.00% | +1,927+38.0% | Added |
| Ameritas Investment Partners, Inc. | 5,075 | $52.7K | 0.00% | +1,159+29.6% | Added |
| Kestra Advisory Services, LLC | 3,755 | $39.0K | 0.00% | +3,755 | New |
| Harbour Investments, Inc. | 3,740 | $38.8K | 0.00% | +2,240+149.3% | Added |
| CWM, LLC | 3,439 | $36.0K | 0.00% | +2,879+514.1% | Added |
| Allworth Financial LP | 3,391 | $35.2K | 0.00% | −626−15.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,192 | $33.1K | 0.00% | +2,392+299.0% | Added |
| Quadrant Capital Group LLC | 3,000 | $31.1K | 0.00% | +3,000 | New |
| Rockefeller Capital Management L.P. | 2,872 | $29.8K | 0.00% | −5,080−63.9% | Reduced |
| BFSG, LLC | 2,375 | $24.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,352 | $24.4K | 0.00% | −15−0.6% | Reduced |
| Bogart Wealth, LLC | 2,200 | $22.8K | 0.00% | +650+41.9% | Added |
| Amalgamated Bank | 1,964 | $20.0K | 0.00% | +363+22.7% | Added |
| Tower Research Capital LLC (TRC) | 1,829 | $19.0K | 0.00% | +692+60.9% | Added |
| Parkside Financial Bank & Trust | 1,660 | $17.2K | 0.00% | +785+89.7% | Added |
| Aster Capital Management (DIFC) Ltd | 1,642 | $17.0K | 0.01% | +1,642 | New |
| MAI Capital Management | 1,500 | $15.6K | 0.00% | +1,500 | New |
| The PNC Financial Services Group, Inc. | 1,239 | $12.9K | 0.00% | +1,239 | New |
| Farther Finance Advisors, LLC | 1,208 | $12.5K | 0.00% | −1,147−48.7% | Reduced |
| N.E.W. Advisory Services LLC | 1,196 | $12.4K | 0.00% | +1,000+510.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,175 | $12.2K | 0.00% | +260+28.4% | Added |
| Atlantic Trust, LLC | 1,007 | $10.5K | 0.00% | +1,007 | New |
| Global Retirement Partners, LLC | 1,001 | $10.4K | 0.00% | −12,500−92.6% | Reduced |
| Tucker Asset Management LLC | 826 | $8.57K | 0.00% | +826 | New |
| GWM Advisors LLC | 760 | $7.89K | 0.00% | +425+126.9% | Added |
| Larson Financial Group LLC | 744 | $7.72K | 0.00% | +486+188.4% | Added |
| Sterling Capital Management LLC | 719 | $7.46K | 0.00% | +262+57.3% | Added |
| Nisa Investment Advisors, LLC | 627 | $6.51K | 0.00% | +110+21.3% | Added |
| Geneos Wealth Management Inc. | 513 | $5.33K | 0.00% | +513 | New |
| Bank of Jackson Hole Trust | 490 | $5.09K | 0.00% | +490 | New |
| CIBC Private Wealth Group, LLC | 447 | $4.64K | 0.00% | +447 | New |
| Kerr Financial Planning Corp | 500 | $4.61K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 439 | $4.56K | 0.00% | +384+698.2% | Added |
| IFC & Insurance Marketing, Inc. | 350 | $4.00K | 0.00% | +350 | New |
| TD Capital Management LLC | 357 | $3.71K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 331 | $3.44K | 0.00% | +331 | New |
| Spire Wealth Management | 300 | $3.11K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 233 | $3.04K | 0.00% | +233 | New |
| Sunbelt Securities, Inc. | 285 | $2.96K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 231 | $2.40K | 0.00% | +30+14.9% | Added |
| Northwestern Mutual Wealth Management Co | 209 | $2.17K | 0.00% | +59+39.3% | Added |
| Atlantic Union Bankshares Corp | 200 | $2.08K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 196 | $2.03K | 0.00% | +196 | 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 |
| Aspect Partners, LLC | 152 | $1.58K | 0.00% | −404−72.7% | Reduced |
| Nvest Wealth Strategies, Inc. | 152 | $1.58K | 0.00% | +152 | New |
| Hollencrest Capital Management | 146 | $1.51K | 0.00% | +146 | New |
| Golden State Wealth Management, LLC | 144 | $1.50K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $1.48K | 0.00% | +100 | New |
| US Bancorp | 139 | $1.44K | 0.00% | −154−52.6% | Reduced |
| Rothschild Investment LLC | 106 | $1.10K | 0.00% | +26+32.5% | Added |
| City State Bank | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 80 | $830 | 0.00% | +80 | New |
| ORG Partners LLC | 80 | $830 | 0.00% | +80 | New |
| SWAN Capital LLC | 50 | $519 | 0.00% | +50 | New |
| Hoey Investments, Inc | 48 | $499 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $447 | 0.00% | −45−51.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 3,010 | $165 | 0.00% | +3,010 | New |
| Modus Advisors, LLC | 12 | $125 | 0.00% | +12 | New |
| Your Advocates Ltd., LLP | 10 | $104 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9 | $93 | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −251,408−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −61,348−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −53,100−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −50,016−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −49,736−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −33,784−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −30,289−100.0% | Sold out |
| Chico Wealth RIA | 0 | $0 | 0.00% | −29,473−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,847−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −12,833−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,779−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −1,347−100.0% | Sold out |