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, Q1 2026
Institutional positions in Serve Robotics Inc. as of Mar 31, 2026. 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
- 198
- +15 vs. Q4 2025
- Shares held
- 31.3M
- +4.95M (+18.8%) vs. Q4 2025
- Total value
- $264.8M
- −$9.24M (−3.4%) vs. Q4 2025
- New holders
- 47
- 76 more added
- Sold out
- 32
- 42 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | +8 | New |
| Your Advocates Ltd., LLP | 10 | $84 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 14 | $118 | 0.00% | +14 | New |
| Leo H. Evart, Inc. | 20 | $169 | 0.00% | +20 | New |
| Larson Financial Group LLC | 25 | $211 | 0.00% | −719−96.6% | Reduced |
| SJS Investment Consulting Inc. | 34 | $287 | 0.00% | −9−20.9% | Reduced |
| Hoey Investments, Inc | 48 | $406 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 52 | $439 | 0.00% | +52 | New |
| Bare Financial Services, Inc | 53 | $447 | 0.00% | +53 | New |
| Rothschild Investment LLC | 70 | $591 | 0.00% | −36−34.0% | Reduced |
| Parallel Advisors, LLC | 80 | $675 | 0.00% | +71+788.9% | Added |
| Golden State Equity Partners | 80 | $675 | 0.00% | +80 | New |
| Root Financial Partners, LLC | 86 | $726 | 0.00% | +86 | New |
| Sound Income Strategies, LLC | 100 | $841 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $844 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 100 | $844 | 0.00% | +100 | New |
| Hollencrest Capital Management | 113 | $954 | 0.00% | −33−22.6% | Reduced |
| IFP Advisors, Inc | 116 | $979 | 0.00% | −29,693−99.6% | Reduced |
| TSFG, LLC | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 80 | $1.00K | 0.00% | +80 | New |
| Golden State Wealth Management, LLC | 144 | $1.22K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 154 | $1.30K | 0.00% | +154 | New |
| Aspect Partners, LLC | 193 | $1.63K | 0.00% | +41+27.0% | Added |
| Gen-Wealth Partners Inc | 196 | $1.65K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $1.69K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 208 | $1.76K | 0.00% | +208 | New |
| Los Angeles Capital Management LLC | 233 | $1.97K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 272 | $2.30K | 0.00% | +272 | New |
| Sunbelt Securities, Inc. | 285 | $2.40K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 293 | $2.47K | 0.00% | +154+110.8% | Added |
| Hurley Capital, LLC | 331 | $2.79K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 357 | $3.01K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 513 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 578 | $4.86K | 0.00% | +578 | New |
| GAMMA Investing LLC | 616 | $5.20K | 0.00% | +177+40.3% | Added |
| Sterling Capital Management LLC | 639 | $5.39K | 0.00% | −80−11.1% | Reduced |
| CWM, LLC | 673 | $5.68K | 0.00% | −2,766−80.4% | Reduced |
| Bank of Jackson Hole Trust | 728 | $6.14K | 0.00% | +238+48.6% | Added |
| Clear Street Markets LLC | 785 | $6.63K | 0.00% | +785 | New |
| Federation des caisses Desjardins du Quebec | 975 | $8.23K | 0.00% | −200−17.0% | Reduced |
| Atlantic Trust, LLC | 1,007 | $8.50K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,212 | $10.2K | 0.00% | −988−44.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,216 | $10.3K | 0.00% | +1,216 | New |
| Farther Finance Advisors, LLC | 1,221 | $10.3K | 0.00% | +13+1.1% | Added |
| GWM Advisors LLC | 1,228 | $10.4K | 0.00% | +468+61.6% | Added |
| St Germain D J Co Inc | 1,275 | $10.8K | 0.00% | +1,275 | New |
| Westfuller Advisors, LLC | 1,421 | $12.0K | 0.01% | +1,421 | New |
| Rockefeller Capital Management L.P. | 1,432 | $12.1K | 0.00% | −1,440−50.1% | Reduced |
| Parkside Financial Bank & Trust | 1,660 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,910 | $16.1K | 0.00% | +1,610+536.7% | Added |
| BFSG, LLC | 2,375 | $20.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,440 | $20.5K | 0.00% | +2,440 | New |
| MAI Capital Management | 2,523 | $21.3K | 0.00% | +1,023+68.2% | Added |
| KBC Group NV | 2,711 | $23.0K | 0.00% | +2,711 | New |
| Quadrant Capital Group LLC | 3,000 | $25.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,253 | $27.5K | 0.00% | −138−4.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,917 | $33.1K | 0.01% | −48,957−92.6% | Reduced |
| Harbour Investments, Inc. | 4,011 | $33.9K | 0.00% | +271+7.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,240 | $35.8K | 0.00% | +4,031+1,928.7% | Added |
| Signaturefd, LLC | 4,331 | $36.6K | 0.00% | +4,100+1,774.9% | Added |
| Quantbot Technologies LP | 4,496 | $37.9K | 0.00% | −15,166−77.1% | Reduced |
| AdvisorShares Investments LLC | 4,822 | $40.7K | 0.01% | −5,260−52.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,075 | $42.8K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 5,196 | $43.9K | 0.00% | +4,000+334.4% | Added |
| EverSource Wealth Advisors, LLC | 5,274 | $44.5K | 0.00% | +2,082+65.2% | Added |
| Nisa Investment Advisors, LLC | 5,760 | $48.6K | 0.00% | +5,133+818.7% | Added |
| FMR LLC | 7,433 | $62.7K | 0.00% | −1,357−15.4% | Reduced |
| EFG International AG | 7,849 | $66.2K | 0.00% | +7,849 | New |
| SBI Securities Co., Ltd. | 9,732 | $82.1K | 0.00% | +1,400+16.8% | Added |
| HighTower Advisors, LLC | 10,016 | $84.5K | 0.00% | −1,492−13.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,066 | $85.0K | 0.00% | +758+8.1% | Added |
| Archford Capital Strategies, LLC | 10,200 | $86.1K | 0.01% | +10,200 | New |
| Sigma Planning Corp | 10,446 | $88.2K | 0.00% | +300+3.0% | Added |
| Voya Investment Management LLC | 10,564 | $89.2K | 0.00% | −208−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 10,725 | $90.5K | 0.00% | +8,896+486.4% | Added |
| Russell Investments Group, Ltd. | 10,887 | $91.9K | 0.00% | +3,884+55.5% | Added |
| Cetera Investment Advisers | 10,935 | $92.3K | 0.00% | +194+1.8% | Added |
| Newbridge Financial Services Group, Inc. | 11,570 | $97.7K | 0.02% | +2,500+27.6% | Added |
| Polymer Capital Management (US) LLC | 11,871 | $100.2K | 0.01% | +11,871 | New |
| Pallas Capital Advisors LLC | 12,000 | $101.3K | 0.00% | +12,000 | New |
| KLP Kapitalforvaltning AS | 12,100 | $102.1K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 12,300 | $103.8K | 0.13% | +12,300 | New |
| Viawealth, LLC | 13,650 | $115.2K | 0.06% | +13,650 | New |
| Vanguard Capital Wealth Advisors | 14,300 | $120.7K | 0.11% | +14,300 | New |
| SEI Investments Co | 14,473 | $122.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 14,565 | $122.9K | 0.00% | +14,565 | New |
| Virtu Financial LLC | 14,581 | $123.0K | 0.01% | −1,443−9.0% | Reduced |
| Wealthfront Advisers LLC | 14,791 | $124.8K | 0.00% | +3,302+28.7% | Added |
| New York State Common Retirement Fund | 14,800 | $124.9K | 0.00% | 00.0% | Unchanged |
| McAdam, LLC | 15,715 | $132.6K | 0.01% | −1,240−7.3% | Reduced |
| Intech Investment Management LLC | 15,933 | $134.5K | 0.00% | +1,520+10.5% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 16,012 | $135.1K | 0.06% | +4,962+44.9% | Added |
| Arizona State Retirement System | 16,367 | $138.1K | 0.00% | +634+4.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,773 | $141.6K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 16,930 | $142.9K | 0.00% | +5,062+42.7% | Added |
| Scientech Research LLC | 16,979 | $143.3K | 0.12% | −37,116−68.6% | Reduced |
| Phoenix Holdings Ltd. | 17,000 | $143.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,710 | $149.5K | 0.00% | −1,176−6.2% | Reduced |
| FORA Capital, LLC | 17,788 | $150.3K | 0.01% | +17,788 | New |