Serve Robotics (SERV) Institutional Ownership $6.24 +0.07 (+1.05%) As of 02:35 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Serve Robotics (NASDAQ:SERV)Number ofInstitutional Buyers(last 12 months)49TotalInstitutional Inflows(last 12 months)$125.24MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$8.91M Get SERV Insider Trade Alerts Want to know when executives and insiders are buying or selling Serve Robotics stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SERV Institutional Buying and Selling by Quarter Serve Robotics Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/24/2025 Mirae Asset Global Investments Co. Ltd.7,768$49K0.0%N/A0.014% 4/23/2025 Harbour Capital Advisors LLC48,495$262K0.1%-3.7%0.085% 4/22/2025 Cambridge Investment Research Advisors Inc.18,966$109K0.0%+82.4%0.033% 4/22/2025 PFG Investments LLC36,498$210K0.0%+12.3%0.064% 4/17/2025 Exchange Traded Concepts LLC882,522$5.08M0.1%+31.4%1.551% 2/27/2025Jefferies Financial Group Inc.17,200$232K0.0%+30.3%0.039% 2/17/2025Two Sigma Investments LP60,404$815K0.0%N/A0.136% 2/17/2025Tidal Investments LLC51,846$700K0.0%+57.6%0.117% 2/17/2025Man Group plc34,556$467K0.0%N/A0.078% 2/17/2025OMERS ADMINISTRATION Corp31,900$431K0.0%N/A0.072% Get the Latest News and Ratings for SERV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Serve Robotics and its competitors with MarketBeat's FREE daily newsletter. 2/17/2025Millennium Management LLC46,067$622K0.0%-67.3%0.104% 2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.94,712$1.28M0.0%N/A0.214% 2/17/2025Jefferies Financial Group Inc.17,200$232K0.0%+30.3%0.039% 2/17/2025Corton Capital Inc.17,466$236K0.1%N/A0.039% 2/17/2025Captrust Financial Advisors271,994$3.67M0.0%N/A0.614% 2/17/2025683 Capital Management LLC52,500$709K0.0%N/A0.119% 2/14/2025Uber Technologies Inc5,298,833$71.53M1.5%N/A11.962% 2/14/2025Schonfeld Strategic Advisors LLC100,309$1.35M0.0%N/A0.226% 2/14/2025Northern Trust Corp31,633$427K0.0%+178.0%0.071% 2/14/2025Tower Research Capital LLC TRC 6,219$84K0.0%-32.1%0.014% 2/13/2025CreativeOne Wealth LLC11,567$156K0.0%N/A0.026% 2/13/2025Raymond James Financial Inc.146,492$1.98M0.0%N/A0.331% 2/13/2025Legal & General Group Plc447,164$6.63M0.0%N/A1.009% 2/13/2025Bank of Montreal Can20,013$270K0.0%-62.7%0.045% 2/13/2025Wells Fargo & Company MN10,855$147K0.0%+294.0%0.025% 2/12/2025Geode Capital Management LLC178,780$2.42M0.0%+36.6%0.404% 2/12/2025CIBC Private Wealth Group LLC2,513$34K0.0%N/A0.006% 2/12/2025DnB Asset Management AS21,356$288K0.0%+52.3%0.048% 2/11/2025Vanguard Group Inc.1,274,303$17.20M0.0%+74.6%2.877% 2/11/2025LPL Financial LLC21,765$294K0.0%N/A0.049% 2/11/2025Virtu Financial LLC34,440$465K0.0%N/A0.078% 2/10/2025Commonwealth Equity Services LLC18,354$248K0.0%N/A0.041% 2/10/2025 Balboa Wealth Partners11,145$150K0.0%N/A0.025% 2/7/2025 Prosperity Wealth Management Inc.17,200$232K0.1%N/A0.039% 2/7/2025 Clare Market Investments LLC15,200$205K0.0%N/A0.034% 2/6/2025Raymond James Financial Inc.146,492$1.98M0.0%N/A0.331% 2/6/2025Charles Schwab Investment Management Inc.11,183$151K0.0%N/A0.025% 2/5/2025 Oppenheimer & Co. Inc.20,777$280K0.0%N/A0.047% 2/4/2025Yong Rong HK Asset Management Ltd704,000$9.50M4.1%-41.9%1.589% 1/30/2025 Blue Trust Inc.2,000$27K0.0%N/A0.005% Massive new energy source found in Utah (Ad)NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millions of years. And both grizzled oilmen and clean energy supporters love it: Energy Secretary Chris Wright called it "an awesome resource," while Warren Buffett, Jeff Bezos, Mark Zuckerberg, and Bill Gates are all directly invested.Find out what billionaires already know about this new energy source1/30/2025Bogart Wealth LLC2,725$37K0.0%N/A0.006% 1/28/2025Stephens Inc. AR10,550$142K0.0%N/A0.024% 1/27/2025Choreo LLC14,977$202K0.0%N/A0.034% 1/22/2025 Blue Trust Inc.2,000$27K0.0%N/A0.005% 1/22/2025 PFG Investments LLC32,498$439K0.0%-30.1%0.073% 1/21/2025 Exchange Traded Concepts LLC671,545$9.07M0.2%N/A1.516% 1/21/2025One Wealth Management Investment & Advisory Services LLC11,380$154K0.2%N/A0.026% 1/17/2025 SG Americas Securities LLC8,450$114K0.0%N/A0.019% 1/17/2025Atomi Financial Group Inc.15,474$209K0.0%N/A0.035% 1/13/2025 Harbour Capital Advisors LLC50,365$680K0.2%+102.4%0.114% 11/25/2024Tidal Investments LLC32,898$262K0.0%N/A0.074% 11/16/2024Geode Capital Management LLC130,853$1.04M0.0%+128.1%0.295% 11/15/2024Gordian Capital Singapore Pte Ltd8,593$68K0.0%N/A0.019% 11/15/2024State Street Corp41,900$333K0.0%N/A0.095% 11/15/2024Quadrature Capital Ltd18,613$148K0.0%N/A0.042% 11/12/2024Larson Financial Group LLC3,300$26K0.0%N/A0.008% 11/5/2024GSA Capital Partners LLP19,119$152K0.0%N/A0.045% 11/1/2024Quantum Private Wealth LLC10,000$80K0.0%N/A0.023% 10/29/2024Yong Rong HK Asset Management Ltd1,212,000$9.64M2.8%N/A2.825% 10/24/2024 PFG Investments LLC46,498$370K0.0%-17.6%0.125% 10/17/2024 Harbour Capital Advisors LLC24,890$198K0.0%N/A0.067% 10/16/2024 Bfsg LLC4,750$38K0.0%N/A0.013% 8/12/2024Thomist Capital Management LP208,910$407K0.2%N/A0.563% 8/7/2024 PFG Investments LLC56,408$110K0.0%N/A0.152% (Data available from 1/1/2016 forward) SERV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SERV shares? During the previous two years, 52 institutional investors and hedge funds held shares of Serve Robotics. The most heavily invested institutionals were Uber Technologies Inc ($71.53M), Vanguard Group Inc. ($17.20M), Yong Rong HK Asset Management Ltd ($9.50M), Legal & General Group Plc ($6.63M), Exchange Traded Concepts LLC ($5.08M), Captrust Financial Advisors ($3.67M), and Geode Capital Management LLC ($2.42M).Learn more on SERV's institutional investors. Which institutional investors have been buying Serve Robotics stock? Of the 49 institutional investors that purchased Serve Robotics stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Uber Technologies Inc ($5.30M), Yong Rong HK Asset Management Ltd ($1.21M), Exchange Traded Concepts LLC ($882.52K), Vanguard Group Inc. ($544.54K), Legal & General Group Plc ($447.16K), Raymond James Financial Inc. ($292.98K), and Captrust Financial Advisors ($271.99K). How much institutional buying is happening at Serve Robotics? Institutional investors have bought a total of 10,232,831 shares in the last 24 months. This purchase volume represents approximately $125.24M in transactions. Which Serve Robotics major shareholders have been selling company stock? The following institutional investors have sold Serve Robotics stock in the last 24 months: Yong Rong HK Asset Management Ltd ($508K), Millennium Management LLC ($94.81K), Bank of Montreal Can ($33.63K), PFG Investments LLC ($23.91K), Tower Research Capital LLC TRC ($2.94K), and Harbour Capital Advisors LLC ($1.87K). How much institutional selling is happening at Serve Robotics? Institutional investors have sold a total of 665,158 shares in the last 24 months. This volume of shares sold represents approximately $8.91M in transactions. 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