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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 17,000 | $143.4K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 16,979 | $143.3K | 0.12% | −37,116−68.6% | Reduced |
| Foundations Investment Advisors, LLC | 16,930 | $142.9K | 0.00% | +5,062+42.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,773 | $141.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,367 | $138.1K | 0.00% | +634+4.0% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 16,012 | $135.1K | 0.06% | +4,962+44.9% | Added |
| Intech Investment Management LLC | 15,933 | $134.5K | 0.00% | +1,520+10.5% | Added |
| McAdam, LLC | 15,715 | $132.6K | 0.01% | −1,240−7.3% | Reduced |
| New York State Common Retirement Fund | 14,800 | $124.9K | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 14,791 | $124.8K | 0.00% | +3,302+28.7% | Added |
| Virtu Financial LLC | 14,581 | $123.0K | 0.01% | −1,443−9.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 14,565 | $122.9K | 0.00% | +14,565 | New |
| SEI Investments Co | 14,473 | $122.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 14,300 | $120.7K | 0.11% | +14,300 | New |
| Viawealth, LLC | 13,650 | $115.2K | 0.06% | +13,650 | New |
| Bayesian Capital Management, LP | 12,300 | $103.8K | 0.13% | +12,300 | New |
| KLP Kapitalforvaltning AS | 12,100 | $102.1K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 12,000 | $101.3K | 0.00% | +12,000 | New |
| Polymer Capital Management (US) LLC | 11,871 | $100.2K | 0.01% | +11,871 | New |
| Newbridge Financial Services Group, Inc. | 11,570 | $97.7K | 0.02% | +2,500+27.6% | Added |
| Cetera Investment Advisers | 10,935 | $92.3K | 0.00% | +194+1.8% | Added |
| Russell Investments Group, Ltd. | 10,887 | $91.9K | 0.00% | +3,884+55.5% | Added |
| Tower Research Capital LLC (TRC) | 10,725 | $90.5K | 0.00% | +8,896+486.4% | Added |
| Voya Investment Management LLC | 10,564 | $89.2K | 0.00% | −208−1.9% | Reduced |
| Sigma Planning Corp | 10,446 | $88.2K | 0.00% | +300+3.0% | Added |
| Archford Capital Strategies, LLC | 10,200 | $86.1K | 0.01% | +10,200 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,066 | $85.0K | 0.00% | +758+8.1% | Added |
| HighTower Advisors, LLC | 10,016 | $84.5K | 0.00% | −1,492−13.0% | Reduced |
| SBI Securities Co., Ltd. | 9,732 | $82.1K | 0.00% | +1,400+16.8% | Added |
| EFG International AG | 7,849 | $66.2K | 0.00% | +7,849 | New |
| FMR LLC | 7,433 | $62.7K | 0.00% | −1,357−15.4% | Reduced |
| Nisa Investment Advisors, LLC | 5,760 | $48.6K | 0.00% | +5,133+818.7% | Added |
| EverSource Wealth Advisors, LLC | 5,274 | $44.5K | 0.00% | +2,082+65.2% | Added |
| N.E.W. Advisory Services LLC | 5,196 | $43.9K | 0.00% | +4,000+334.4% | Added |
| Ameritas Investment Partners, Inc. | 5,075 | $42.8K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,822 | $40.7K | 0.01% | −5,260−52.2% | Reduced |
| Quantbot Technologies LP | 4,496 | $37.9K | 0.00% | −15,166−77.1% | Reduced |
| Signaturefd, LLC | 4,331 | $36.6K | 0.00% | +4,100+1,774.9% | Added |
| Northwestern Mutual Wealth Management Co | 4,240 | $35.8K | 0.00% | +4,031+1,928.7% | Added |
| Harbour Investments, Inc. | 4,011 | $33.9K | 0.00% | +271+7.2% | Added |
| Caitong International Asset Management Co., Ltd | 3,917 | $33.1K | 0.01% | −48,957−92.6% | Reduced |
| Allworth Financial LP | 3,253 | $27.5K | 0.00% | −138−4.1% | Reduced |
| Quadrant Capital Group LLC | 3,000 | $25.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,711 | $23.0K | 0.00% | +2,711 | New |
| MAI Capital Management | 2,523 | $21.3K | 0.00% | +1,023+68.2% | Added |
| TD Waterhouse Canada Inc. | 2,440 | $20.5K | 0.00% | +2,440 | New |
| BFSG, LLC | 2,375 | $20.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,910 | $16.1K | 0.00% | +1,610+536.7% | Added |
| Parkside Financial Bank & Trust | 1,660 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,432 | $12.1K | 0.00% | −1,440−50.1% | Reduced |
| Westfuller Advisors, LLC | 1,421 | $12.0K | 0.01% | +1,421 | New |
| St Germain D J Co Inc | 1,275 | $10.8K | 0.00% | +1,275 | New |
| GWM Advisors LLC | 1,228 | $10.4K | 0.00% | +468+61.6% | Added |
| Farther Finance Advisors, LLC | 1,221 | $10.3K | 0.00% | +13+1.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,216 | $10.3K | 0.00% | +1,216 | New |
| Bogart Wealth, LLC | 1,212 | $10.2K | 0.00% | −988−44.9% | Reduced |
| Atlantic Trust, LLC | 1,007 | $8.50K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 975 | $8.23K | 0.00% | −200−17.0% | Reduced |
| Clear Street Markets LLC | 785 | $6.63K | 0.00% | +785 | New |
| Bank of Jackson Hole Trust | 728 | $6.14K | 0.00% | +238+48.6% | Added |
| CWM, LLC | 673 | $5.68K | 0.00% | −2,766−80.4% | Reduced |
| Sterling Capital Management LLC | 639 | $5.39K | 0.00% | −80−11.1% | Reduced |
| GAMMA Investing LLC | 616 | $5.20K | 0.00% | +177+40.3% | Added |
| Bullock Wealth Management Group | 578 | $4.86K | 0.00% | +578 | New |
| Geneos Wealth Management Inc. | 513 | $4.33K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 357 | $3.01K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 331 | $2.79K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 293 | $2.47K | 0.00% | +154+110.8% | Added |
| Sunbelt Securities, Inc. | 285 | $2.40K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 272 | $2.30K | 0.00% | +272 | New |
| Roble, Belko & Company, Inc | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 233 | $1.97K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 208 | $1.76K | 0.00% | +208 | New |
| Atlantic Union Bankshares Corp | 200 | $1.69K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 196 | $1.65K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 193 | $1.63K | 0.00% | +41+27.0% | Added |
| Kilter Group LLC | 154 | $1.30K | 0.00% | +154 | New |
| Golden State Wealth Management, LLC | 144 | $1.22K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 80 | $1.00K | 0.00% | +80 | New |
| IFP Advisors, Inc | 116 | $979 | 0.00% | −29,693−99.6% | Reduced |
| Hollencrest Capital Management | 113 | $954 | 0.00% | −33−22.6% | Reduced |
| City State Bank | 100 | $844 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 100 | $844 | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 100 | $841 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 86 | $726 | 0.00% | +86 | New |
| Parallel Advisors, LLC | 80 | $675 | 0.00% | +71+788.9% | Added |
| Golden State Equity Partners | 80 | $675 | 0.00% | +80 | New |
| Rothschild Investment LLC | 70 | $591 | 0.00% | −36−34.0% | Reduced |
| Bare Financial Services, Inc | 53 | $447 | 0.00% | +53 | New |
| Rialto Wealth Management, LLC | 52 | $439 | 0.00% | +52 | New |
| Hoey Investments, Inc | 48 | $406 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $287 | 0.00% | −9−20.9% | Reduced |
| Larson Financial Group LLC | 25 | $211 | 0.00% | −719−96.6% | Reduced |
| Leo H. Evart, Inc. | 20 | $169 | 0.00% | +20 | New |
| Pinnacle Wealth Planning Services, Inc. | 14 | $118 | 0.00% | +14 | New |
| Your Advocates Ltd., LLP | 10 | $84 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | +8 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −264,477−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −213,003−100.0% | Sold out |