Skip to main content

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.

Institutional holdersQ2 2026: 195 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 23 institutionsQ3 2024: 54 institutionsQ4 2024: 95 institutionsQ1 2025: 119 institutionsQ2 2025: 132 institutionsQ3 2025: 149 institutionsQ4 2025: 187 institutionsQ1 2026: 198 institutionsQ2 2026: 195 institutions
Value heldQ2 2026: $213.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $16.5MQ3 2024: $68.5MQ4 2024: $161.7MQ1 2025: $101.7MQ2 2025: $242.9MQ3 2025: $296.0MQ4 2025: $311.4MQ1 2026: $264.8MQ2 2026: $213.2M
Institutions holding SERV and their total value by quarter
QuarterHoldersValue
Q2 2026195$213.2M
Q1 2026198$264.8M
Q4 2025187$311.4M
Q3 2025149$296.0M
Q2 2025132$242.9M
Q1 2025119$101.7M
Q4 202495$161.7M
Q3 202454$68.5M
Q2 202423$16.5M
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Serve Robotics Inc.; share changes are against Q1 2026.

Institutions holding SERV in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.19,607$129.0K0.00%+9,875+101.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)19,671$129.4K0.00%−19,530−49.8%Reduced
Viawealth, LLC20,000$131.6K0.07%+6,350+46.5%Added
Creative Planning20,385$134.1K0.00%−274−1.3%Reduced
Brevan Howard Capital Management LP21,201$139.5K0.00%−93,405−81.5%Reduced
SG Americas Securities, LLC22,720$149.0K0.00%+3,356+17.3%Added
Atom Investors LP23,116$152.1K0.01%+23,116New
Purpose Unlimited Inc.22,804$152.7K0.01%00.0%Unchanged
International Assets Investment Management, LLC23,400$152.8K0.01%+2,190+10.3%Added
Harbour Capital Advisors, LLC26,190$155.0K0.03%+26,190New
Thoroughbred Financial Services, LLC23,750$156.0K0.01%−500−2.1%Reduced
Vanguard Global Advisers, LLC23,909$157.3K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey24,093$158.5K0.00%+7,320+43.6%Added
Advisor Group Holdings, Inc.24,993$164.4K0.00%−3,739−13.0%Reduced
Summit Trail Advisors, LLC25,235$166.0K0.00%00.0%Unchanged
Next Capital Management LLC26,425$173.9K0.05%00.0%Unchanged
Envestnet Asset Management Inc27,228$179.2K0.00%+1,973+7.8%Added
Royal Bank of Canada27,830$183.0K0.00%−11,488−29.2%Reduced
Russell Investments Group, Ltd.28,360$186.6K0.00%+17,473+160.5%Added
Jupiter Topco LLC28,400$187.0K0.00%+28,400New
Wedbush Securities Inc31,130$205.0K0.01%+10,750+52.7%Added
Jones Financial Companies LLLP34,246$205.8K0.00%+7,900+30.0%Added
Sanctuary Advisors, LLC31,307$206.0K0.00%+12,122+63.2%Added
Engineers Gate Manager LP32,465$213.6K0.00%+32,465New
TD Waterhouse Canada Inc.35,040$228.6K0.00%+32,600+1,336.1%Added
Gruss & Co., LLC35,600$234.2K0.61%+35,600New
Quantinno Capital Management LP36,037$237.1K0.00%+4,054+12.7%Added
Vanguard Asset Management, Ltd37,972$249.9K0.00%00.0%Unchanged
Invesco Ltd.38,362$252.4K0.00%−27,466−41.7%Reduced
PEAK6 LLC38,721$254.8K0.01%+38,721New
SNS Financial Group, LLC38,735$254.9K0.00%+38,735New
Laffer Tengler Investments40,404$265.9K0.03%+12,112+42.8%Added
Jain Global LLC40,818$268.6K0.00%+40,818New
Raymond James Financial Inc41,341$272.0K0.00%−157,275−79.2%Reduced
MetLife Investment Management43,057$283.3K0.00%+7,664+21.7%Added
Alliancebernstein L.P.34,100$287.8K0.00%−21,100−38.2%Reduced
Cambridge Investment Research Advisors, Inc.44,412$292.0K0.00%−3,734−7.8%Reduced
American Century Companies Inc55,575$365.7K0.00%+11,997+27.5%Added
Snowden Capital Advisors LLC61,690$405.9K0.01%+61,690New
Capstone Capital Management Ltd65,076$428.2K0.19%+65,076New
Vontobel Holding Ltd.67,922$446.9K0.00%+5,249+8.4%Added
PFG Investments, LLC69,521$457.4K0.02%+9,450+15.7%Added
Deutsche Bank AG71,196$468.5K0.00%+14,873+26.4%Added
Price T Rowe Associates Inc77,009$507.0K0.00%+18,483+31.6%Added
California State Teachers Retirement System77,103$507.3K0.00%+22,456+41.1%Added
Sphera Management Technology Funds Ltd80,000$526.4K0.18%00.0%Unchanged
Rhumbline Advisers84,291$554.6K0.00%+11,397+15.6%Added
National Bank of Canada97,345$640.5K0.00%−241,079−71.2%Reduced
AlphaCentric Advisors LLC100,000$658.0K0.56%+25,000+33.3%Added
Squarepoint Ops LLC100,903$663.9K0.00%+70,992+237.3%Added
Citigroup Inc102,324$673.3K0.00%+36,184+54.7%Added
CWM Advisors, LLC102,484$674.3K0.03%+40,419+65.1%Added
White Pine Capital LLC105,970$697.3K0.16%+54,504+105.9%Added
UBS Asset Management Americas Inc114,835$755.6K0.00%+13,965+13.8%Added
Swiss National Bank121,500$799.5K0.00%+3,700+3.1%Added
Advisory Services Network, LLC122,539$806.3K0.01%+74,509+155.1%Added
Wells Fargo & Company123,162$810.4K0.00%+52,573+74.5%Added
Walleye Trading LLC126,804$834.4K0.01%+126,804New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.130,597$859.3K0.00%+130,597New
Millennium Management LLC132,774$873.7K0.00%+132,774New
Simplex Trading, LLC137,005$901.5K0.02%+137,005New
Bank of America Corp145,137$955.0K0.00%−9,712−6.3%Reduced
JPMorgan Chase & Co156,229$992.1K0.00%+109,898+237.2%Added
DnB Asset Management AS162,225$1.07M0.00%−20,146−11.0%Reduced
Commonwealth Equity Services, LLC174,574$1.15M0.00%−13,506−7.2%Reduced
Goldman Sachs Group Inc175,024$1.15M0.00%−20,510−10.5%Reduced
Group One Trading, L.P.177,644$1.17M0.03%+119,774+207.0%Added
Daiwa Securities Group Inc.214,500$1.41M0.00%+181,100+542.2%Added
Bank of New York Mellon Corp233,084$1.53M0.00%+53,303+29.6%Added
Themes Management Co LLC237,530$1.56M1.04%+152,827+180.4%Added
XTX Topco Ltd242,265$1.59M0.02%+242,265New
IMC-Chicago, LLC251,782$1.66M0.02%+251,782New
Dimensional Fund Advisors LP265,773$1.75M0.00%+265,773New
ExodusPoint Capital Management, LP266,693$1.75M0.02%+266,693New
Landscape Capital Management, L.L.C.271,781$1.79M0.12%+60,375+28.6%Added
Tudor Investment Corp Et Al272,448$1.79M0.01%+272,448New
LPL Financial LLC280,996$1.85M0.00%+24,923+9.7%Added
Citadel Advisors LLC358,163$2.36M0.00%−158,723−30.7%Reduced
Vanguard Fiduciary Trust Co423,146$2.78M0.00%+7,258+1.7%Added
Vanguard Portfolio Management LLC483,620$3.18M0.00%+96,620+25.0%Added
Charles Schwab Investment Management Inc504,252$3.32M0.00%−7,212−1.4%Reduced
Northern Trust Corp606,373$3.99M0.00%+73,602+13.8%Added
Nuveen, LLC614,892$4.05M0.00%+6,127+1.0%Added
UBS Group AG695,130$4.57M0.00%+213,312+44.3%Added
Captrust Financial Advisors788,465$5.19M0.01%+27,329+3.6%Added
Mirae Asset Global ETFs Holdings Ltd.815,926$5.33M0.01%+14,879+1.9%Added
Morgan Stanley857,318$5.64M0.00%+170,367+24.8%Added
First Trust Advisors LP1,167,709$7.68M0.00%+208,856+21.8%Added
Legal & General Group Plc1,371,454$8.41M0.00%+263,595+23.8%Added
Exchange Traded Concepts, LLC1,522,616$10.0M0.05%−74,636−4.7%Reduced
Susquehanna International Group, LLP1,541,027$10.1M0.01%+706,149+84.6%Added
Geode Capital Management, LLC1,755,095$11.6M0.00%+208,429+13.5%Added
State Street Corp2,456,658$16.2M0.00%+1,168,714+90.7%Added
Vanguard Capital Management LLC2,931,905$19.3M0.00%+160,144+5.8%Added
BlackRock, Inc.6,040,854$39.7M0.00%+1,190,622+24.5%Added
Uber Technologies, Inc0$00.00%−2,070,629−100.0%Sold out
Ameriprise Financial Inc0$00.00%−786,046−100.0%Sold out
Creek Drive Management Group LLC0$00.00%−335,000−100.0%Sold out
Capital Fund Management S.A.0$00.00%−318,346−100.0%Sold out
Grange Capital, LLC0$00.00%−287,427−100.0%Sold out