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, Q2 2026
Institutional positions in Serve Robotics Inc. as of Jun 30, 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
- 195
- 0 vs. Q1 2026
- Shares held
- 32.5M
- +1.20M (+3.8%) vs. Q1 2026
- Total value
- $213.2M
- −$51.3M (−19.4%) vs. Q1 2026
- New holders
- 52
- 76 more added
- Sold out
- 52
- 34 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 27 | $0 | 0.00% | +19+237.5% | Added |
| Clearstead Advisors, LLC | 3 | $20 | 0.00% | +3 | New |
| Your Advocates Ltd., LLP | 10 | $66 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $66 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 14 | $92 | 0.00% | +14 | New |
| Leo H. Evart, Inc. | 20 | $132 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 23 | $151 | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 34 | $224 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 36 | $237 | 0.00% | +36 | New |
| Hoey Investments, Inc | 48 | $316 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 78 | $513 | 0.00% | +78 | New |
| Rialto Wealth Management, LLC | 79 | $520 | 0.00% | +27+51.9% | Added |
| Parallel Advisors, LLC | 80 | $526 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $658 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $658 | 0.00% | +100 | New |
| Acumen Wealth Advisors, LLC | 100 | $658 | 0.00% | +100 | New |
| Signature Resources Capital Management, LLC | 125 | $822 | 0.00% | +125 | New |
| TSFG, LLC | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 130 | $1.00K | 0.00% | +130 | New |
| Gen-Wealth Partners Inc | 196 | $1.29K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $1.32K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 200 | $1.32K | 0.00% | +200 | New |
| CrossGen Wealth, LLC | 208 | $1.37K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 233 | $1.53K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 241 | $1.59K | 0.00% | +241 | New |
| Aspect Partners, LLC | 248 | $1.63K | 0.00% | +55+28.5% | Added |
| Marshall Investment Management, LLC | 272 | $1.79K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 300 | $1.97K | 0.00% | +300 | New |
| Barrett & Company, Inc. | 310 | $2.04K | 0.00% | +310 | New |
| Hurley Capital, LLC | 331 | $2.18K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $3.29K | 0.00% | +500 | New |
| Nisa Investment Advisors, LLC | 591 | $3.89K | 0.00% | −5,169−89.7% | Reduced |
| GAMMA Investing LLC | 611 | $4.02K | 0.00% | −5−0.8% | Reduced |
| Clear Street Markets LLC | 615 | $4.05K | 0.00% | −170−21.7% | Reduced |
| GWM Advisors LLC | 798 | $5.25K | 0.00% | −430−35.0% | Reduced |
| Belvedere Trading LLC | 957 | $6.30K | 0.00% | +957 | New |
| Federation des caisses Desjardins du Quebec | 975 | $6.42K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,007 | $6.63K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,013 | $6.67K | 0.00% | +500+97.5% | Added |
| Tradewinds Capital Management, LLC | 1,099 | $7.23K | 0.00% | +1,099 | New |
| Sterling Capital Management LLC | 1,116 | $7.34K | 0.00% | +477+74.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,186 | $7.80K | 0.00% | −30−2.5% | Reduced |
| Farther Finance Advisors, LLC | 1,300 | $8.48K | 0.00% | +79+6.5% | Added |
| Westfuller Advisors, LLC | 1,421 | $9.35K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,500 | $9.87K | 0.00% | +1,500 | New |
| Parkside Financial Bank & Trust | 1,660 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,872 | $12.3K | 0.00% | +440+30.7% | Added |
| Spire Wealth Management | 1,910 | $12.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,116 | $13.9K | 0.00% | +2,000+1,724.1% | Added |
| BFSG, LLC | 2,375 | $15.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,711 | $18.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,003 | $19.8K | 0.00% | −2,271−43.1% | Reduced |
| Allworth Financial LP | 3,942 | $25.9K | 0.00% | +689+21.2% | Added |
| FNY Investment Advisers, LLC | 4,000 | $26.0K | 0.01% | +4,000 | New |
| Harbour Investments, Inc. | 4,011 | $26.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,143 | $27.3K | 0.00% | +4,143 | New |
| Signaturefd, LLC | 4,646 | $30.6K | 0.00% | +315+7.3% | Added |
| FMR LLC | 4,929 | $32.4K | 0.00% | −2,504−33.7% | Reduced |
| N.E.W. Advisory Services LLC | 5,000 | $32.9K | 0.00% | −196−3.8% | Reduced |
| Bogart Wealth, LLC | 5,200 | $34.2K | 0.00% | +3,988+329.0% | Added |
| Newbridge Financial Services Group, Inc. | 6,200 | $40.8K | 0.01% | −5,370−46.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,511 | $42.8K | 0.00% | +1,436+28.3% | Added |
| Caitong International Asset Management Co., Ltd | 6,861 | $45.1K | 0.01% | +2,944+75.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,287 | $60.9K | 0.00% | +10,287 | New |
| Mercer Global Advisors Inc | 10,052 | $66.1K | 0.00% | +10,052 | New |
| Archford Capital Strategies, LLC | 10,200 | $67.1K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,200 | $67.1K | 0.00% | +10,200 | New |
| Independent Advisor Alliance | 10,624 | $69.9K | 0.00% | +10,624 | New |
| Concurrent Investment Advisors, LLC | 10,843 | $71.3K | 0.00% | +10,843 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,854 | $71.4K | 0.00% | +788+7.8% | Added |
| Barclays PLC | 10,921 | $71.9K | 0.00% | −11,655−51.6% | Reduced |
| BNP Paribas Arbitrage, SA | 10,979 | $72.2K | 0.00% | −16,683−60.3% | Reduced |
| Global Retirement Partners, LLC | 11,080 | $72.9K | 0.00% | +11,080 | New |
| Cetera Investment Advisers | 11,335 | $74.6K | 0.00% | +400+3.7% | Added |
| Prudential Financial Inc | 11,510 | $75.7K | 0.00% | +11,510 | New |
| FORA Capital, LLC | 11,506 | $75.8K | 0.01% | −6,282−35.3% | Reduced |
| EFG International AG | 11,599 | $76.3K | 0.00% | +3,750+47.8% | Added |
| Sigma Planning Corp | 11,871 | $78.1K | 0.00% | +1,425+13.6% | Added |
| Pallas Capital Advisors LLC | 12,000 | $79.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 12,100 | $79.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 12,268 | $80.7K | 0.00% | +12,268 | New |
| Sage Capital Management, LLC | 12,485 | $82.2K | 0.03% | +12,485 | New |
| Tower Research Capital LLC (TRC) | 13,008 | $85.6K | 0.00% | +2,283+21.3% | Added |
| Vanguard Capital Wealth Advisors | 13,500 | $88.8K | 0.06% | −800−5.6% | Reduced |
| Winton Group Ltd | 13,500 | $88.8K | 0.00% | +13,500 | New |
| Voya Investment Management LLC | 13,822 | $90.9K | 0.00% | +3,258+30.8% | Added |
| SEI Investments Co | 14,388 | $94.7K | 0.00% | −85−0.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 14,565 | $95.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 14,800 | $97.4K | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 15,472 | $101.8K | 0.00% | +681+4.6% | Added |
| Arizona State Retirement System | 16,708 | $109.9K | 0.00% | +341+2.1% | Added |
| Phoenix Holdings Ltd. | 17,000 | $111.5K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 17,287 | $113.7K | 0.00% | +17,287 | New |
| Oppenheimer & Co Inc | 17,783 | $117.0K | 0.00% | −2,825−13.7% | Reduced |
| Allstate Corp | 17,990 | $118.4K | 0.00% | +17,990 | New |
| HighTower Advisors, LLC | 18,176 | $119.6K | 0.00% | +8,160+81.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 18,391 | $121.0K | 0.00% | +18,391 | New |
| Intech Investment Management LLC | 18,958 | $124.7K | 0.00% | +3,025+19.0% | Added |
| Sculptor Capital LP | 19,000 | $125.0K | 0.00% | −200,300−91.3% | Reduced |
| Manufacturers Life Insurance Company, The | 19,032 | $125.2K | 0.00% | +1,322+7.5% | Added |