Serve Robotics Inc.

SERV

Exchange: Nasdaq
Industry: General Industrial Machinery & Equipment, NEC
SEC CIK: 0001832483

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding Serve Robotics Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of SERV: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	187	4	198	+15
Shares	30.0M	3.61M	31.3M	+4.95M (+18.8%)
Value	$311.4M	$37.4M	$264.8M	−$9.24M (−3.4%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Serve Robotics Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SERV in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Capital Management LLC	2,771,761	$23.4M	0.00%
Ameriprise Financial Inc	786,046	$6.63M	0.00%
Vanguard Fiduciary Trust Co	415,888	$3.51M	0.00%
Vanguard Portfolio Management LLC	387,000	$3.27M	0.00%
Grange Capital, LLC	287,427	$2.43M	2.42%
Landscape Capital Management, L.L.C.	211,406	$1.78M	0.11%
Toronto Dominion Bank	200,000	$1.69M	0.00%
HRT Financial LP	166,714	$1.41M	0.00%
Mirae Asset Securities (USA) Inc.	147,826	$1.25M	0.06%
Longaeva Partners L.P.	129,367	$1.09M	0.05%
Vanguard Asset Management, Ltd	37,972	$320.5K	0.00%
Schonfeld Strategic Advisors LLC	34,687	$292.8K	0.00%
Daiwa Securities Group Inc.	33,400	$281.9K	0.00%
Quantinno Capital Management LP	31,983	$269.9K	0.00%
Squarepoint Ops LLC	29,911	$252.4K	0.00%
Summit Trail Advisors, LLC	25,235	$213.0K	0.00%
Vanguard Global Advisers, LLC	23,909	$201.8K	0.00%
Arlington Capital Management, Inc.	23,000	$194.1K	0.11%
SG Americas Securities, LLC	19,364	$163.0K	0.00%
FORA Capital, LLC	17,788	$150.3K	0.01%
Vanguard Investments Australia, Ltd.	14,565	$122.9K	0.00%
Vanguard Capital Wealth Advisors	14,300	$120.7K	0.11%
Viawealth, LLC	13,650	$115.2K	0.06%
Bayesian Capital Management, LP	12,300	$103.8K	0.13%
Pallas Capital Advisors LLC	12,000	$101.3K	0.00%
Polymer Capital Management (US) LLC	11,871	$100.2K	0.01%
Archford Capital Strategies, LLC	10,200	$86.1K	0.01%
EFG International AG	7,849	$66.2K	0.00%
KBC Group NV	2,711	$23.0K	0.00%
TD Waterhouse Canada Inc.	2,440	$20.5K	0.00%
Westfuller Advisors, LLC	1,421	$12.0K	0.01%
St Germain D J Co Inc	1,275	$10.8K	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,216	$10.3K	0.00%
Clear Street Markets LLC	785	$6.63K	0.00%
Bullock Wealth Management Group	578	$4.86K	0.00%
Marshall Investment Management, LLC	272	$2.30K	0.00%
CrossGen Wealth, LLC	208	$1.76K	0.00%
Kilter Group LLC	154	$1.30K	0.00%
Forum Finance Group S.A.	80	$1.00K	0.00%
Clear Investment Research, LLC	100	$844	0.00%
Root Financial Partners, LLC	86	$726	0.00%
Golden State Equity Partners	80	$675	0.00%
Bare Financial Services, Inc	53	$447	0.00%
Rialto Wealth Management, LLC	52	$439	0.00%
Leo H. Evart, Inc.	20	$169	0.00%
Pinnacle Wealth Planning Services, Inc.	14	$118	0.00%
Covestor Ltd	8	$0	0.00%

Sold out (32)

Institutions that held Serve Robotics Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SERV in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Point72 Asset Management, L.P.	264,477	$2.75M
Walleye Trading LLC	213,003	$2.21M
Davidson Kempner Capital Management LP	200,000	$2.08M
VARCOV Co.	168,672	$1.75M
Main Management ETF Advisors, LLC	166,779	$1.73M
Jupiter Asset Management Ltd	137,477	$1.43M
IMC-Chicago, LLC	130,571	$1.36M
D. E. Shaw & Co., Inc.	114,935	$1.19M
Simplex Trading, LLC	96,112	$997.6K
Deeter Investments LLP	80,503	$835.6K
Harbour Capital Advisors, LLC	38,810	$459.1K
Himension Fund	39,619	$411.2K
Polen Capital Management LLC	21,833	$226.6K
Quest Partners LLC	12,063	$125.2K
ProShare Advisors LLC	11,423	$118.6K
Stifel Financial Corp	10,685	$110.9K
Mercer Global Advisors Inc	10,259	$106.5K
Strategic Investment Solutions, Inc.	0	$96.8K
Kestra Advisory Services, LLC	3,755	$39.0K
SRS Capital Advisors, Inc.	2,352	$24.4K
Amalgamated Bank	1,964	$20.0K
Aster Capital Management (DIFC) Ltd	1,642	$17.0K
The PNC Financial Services Group, Inc.	1,239	$12.9K
Tucker Asset Management LLC	826	$8.57K
Kerr Financial Planning Corp	500	$4.61K
IFC & Insurance Marketing, Inc.	350	$4.00K
FNY Investment Advisers, LLC	200	$2.00K
Nvest Wealth Strategies, Inc.	152	$1.58K
Strengthening Families & Communities, LLC	80	$830
SWAN Capital LLC	50	$519
Gordian Capital Singapore Pte Ltd	3,010	$165
Modus Advisors, LLC	12	$125

Not filed for Q1 2026 yet (4)

Institutions that held Serve Robotics Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SERV in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	3,605,911	$37.4M
Global Retirement Partners, LLC	1,001	$10.4K
CIBC Private Wealth Group, LLC	447	$4.64K
ORG Partners LLC	80	$830