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 |
|---|---|---|---|---|---|
| Allstate Corp | 17,990 | $118.4K | 0.00% | +17,990 | New |
| Oppenheimer & Co Inc | 17,783 | $117.0K | 0.00% | −2,825−13.7% | Reduced |
| Independent Financial Group, LLC | 17,287 | $113.7K | 0.00% | +17,287 | New |
| Phoenix Holdings Ltd. | 17,000 | $111.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,708 | $109.9K | 0.00% | +341+2.1% | Added |
| Wealthfront Advisers LLC | 15,472 | $101.8K | 0.00% | +681+4.6% | Added |
| New York State Common Retirement Fund | 14,800 | $97.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 14,565 | $95.8K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 14,388 | $94.7K | 0.00% | −85−0.6% | Reduced |
| Voya Investment Management LLC | 13,822 | $90.9K | 0.00% | +3,258+30.8% | 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 |
| Tower Research Capital LLC (TRC) | 13,008 | $85.6K | 0.00% | +2,283+21.3% | Added |
| Sage Capital Management, LLC | 12,485 | $82.2K | 0.03% | +12,485 | New |
| Mariner, LLC | 12,268 | $80.7K | 0.00% | +12,268 | New |
| KLP Kapitalforvaltning AS | 12,100 | $79.6K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 12,000 | $79.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,871 | $78.1K | 0.00% | +1,425+13.6% | Added |
| EFG International AG | 11,599 | $76.3K | 0.00% | +3,750+47.8% | Added |
| FORA Capital, LLC | 11,506 | $75.8K | 0.01% | −6,282−35.3% | Reduced |
| Prudential Financial Inc | 11,510 | $75.7K | 0.00% | +11,510 | New |
| Cetera Investment Advisers | 11,335 | $74.6K | 0.00% | +400+3.7% | Added |
| Global Retirement Partners, LLC | 11,080 | $72.9K | 0.00% | +11,080 | New |
| BNP Paribas Arbitrage, SA | 10,979 | $72.2K | 0.00% | −16,683−60.3% | Reduced |
| Barclays PLC | 10,921 | $71.9K | 0.00% | −11,655−51.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,854 | $71.4K | 0.00% | +788+7.8% | Added |
| Concurrent Investment Advisors, LLC | 10,843 | $71.3K | 0.00% | +10,843 | New |
| Independent Advisor Alliance | 10,624 | $69.9K | 0.00% | +10,624 | 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 |
| Mercer Global Advisors Inc | 10,052 | $66.1K | 0.00% | +10,052 | New |
| Wealth Enhancement Advisory Services, LLC | 10,287 | $60.9K | 0.00% | +10,287 | New |
| Caitong International Asset Management Co., Ltd | 6,861 | $45.1K | 0.01% | +2,944+75.2% | Added |
| Ameritas Investment Partners, Inc. | 6,511 | $42.8K | 0.00% | +1,436+28.3% | Added |
| Newbridge Financial Services Group, Inc. | 6,200 | $40.8K | 0.01% | −5,370−46.4% | Reduced |
| Bogart Wealth, LLC | 5,200 | $34.2K | 0.00% | +3,988+329.0% | Added |
| N.E.W. Advisory Services LLC | 5,000 | $32.9K | 0.00% | −196−3.8% | Reduced |
| FMR LLC | 4,929 | $32.4K | 0.00% | −2,504−33.7% | Reduced |
| Signaturefd, LLC | 4,646 | $30.6K | 0.00% | +315+7.3% | Added |
| SRS Capital Advisors, Inc. | 4,143 | $27.3K | 0.00% | +4,143 | New |
| Harbour Investments, Inc. | 4,011 | $26.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,000 | $26.0K | 0.01% | +4,000 | New |
| Allworth Financial LP | 3,942 | $25.9K | 0.00% | +689+21.2% | Added |
| EverSource Wealth Advisors, LLC | 3,003 | $19.8K | 0.00% | −2,271−43.1% | Reduced |
| KBC Group NV | 2,711 | $18.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 2,375 | $15.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,116 | $13.9K | 0.00% | +2,000+1,724.1% | Added |
| Spire Wealth Management | 1,910 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,872 | $12.3K | 0.00% | +440+30.7% | Added |
| Parkside Financial Bank & Trust | 1,660 | $10.9K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,500 | $9.87K | 0.00% | +1,500 | New |
| Westfuller Advisors, LLC | 1,421 | $9.35K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,300 | $8.48K | 0.00% | +79+6.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,186 | $7.80K | 0.00% | −30−2.5% | Reduced |
| Sterling Capital Management LLC | 1,116 | $7.34K | 0.00% | +477+74.6% | Added |
| Tradewinds Capital Management, LLC | 1,099 | $7.23K | 0.00% | +1,099 | New |
| Geneos Wealth Management Inc. | 1,013 | $6.67K | 0.00% | +500+97.5% | Added |
| Atlantic Trust, LLC | 1,007 | $6.63K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 975 | $6.42K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 957 | $6.30K | 0.00% | +957 | New |
| GWM Advisors LLC | 798 | $5.25K | 0.00% | −430−35.0% | Reduced |
| Clear Street Markets LLC | 615 | $4.05K | 0.00% | −170−21.7% | Reduced |
| GAMMA Investing LLC | 611 | $4.02K | 0.00% | −5−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 591 | $3.89K | 0.00% | −5,169−89.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 500 | $3.29K | 0.00% | +500 | New |
| Hurley Capital, LLC | 331 | $2.18K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 310 | $2.04K | 0.00% | +310 | New |
| IFG Advisory, LLC | 300 | $1.97K | 0.00% | +300 | New |
| Marshall Investment Management, LLC | 272 | $1.79K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 248 | $1.63K | 0.00% | +55+28.5% | Added |
| Quarry LP | 241 | $1.59K | 0.00% | +241 | New |
| Los Angeles Capital Management LLC | 233 | $1.53K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 208 | $1.37K | 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 |
| Gen-Wealth Partners Inc | 196 | $1.29K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 130 | $1.00K | 0.00% | +130 | New |
| Signature Resources Capital Management, LLC | 125 | $822 | 0.00% | +125 | New |
| 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 |
| Parallel Advisors, LLC | 80 | $526 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 79 | $520 | 0.00% | +27+51.9% | Added |
| Silver Grove Financial Group, Inc. | 78 | $513 | 0.00% | +78 | New |
| Hoey Investments, Inc | 48 | $316 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 36 | $237 | 0.00% | +36 | New |
| SJS Investment Consulting Inc. | 34 | $224 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 23 | $151 | 0.00% | +23 | New |
| Leo H. Evart, Inc. | 20 | $132 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $92 | 0.00% | +14 | New |
| Your Advocates Ltd., LLP | 10 | $66 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $66 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 3 | $20 | 0.00% | +3 | New |
| Covestor Ltd | 27 | $0 | 0.00% | +19+237.5% | Added |
| Uber Technologies, Inc | 0 | $0 | 0.00% | −2,070,629−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −786,046−100.0% | Sold out |
| Creek Drive Management Group LLC | 0 | $0 | 0.00% | −335,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −318,346−100.0% | Sold out |
| Grange Capital, LLC | 0 | $0 | 0.00% | −287,427−100.0% | Sold out |