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Serve Robotics (SERV) Institutional Ownership

Serve Robotics logo
$11.68 -0.32 (-2.67%)
Closing price 09/26/2025 04:00 PM Eastern
Extended Trading
$11.79 +0.11 (+0.94%)
As of 09/26/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Serve Robotics (NASDAQ:SERV)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$160.56M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$11.75M
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SERV Institutional Buying and Selling by Quarter

Serve Robotics Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025 Total Investment Management Inc.6,632$76K0.0%N/A0.011%
8/19/2025 Advisory Services Network LLC43,651$499K0.0%N/A0.073%
8/16/2025 Headlands Technologies LLC16,423$188K0.0%+58,553.6%0.027%
8/15/2025 Tower Research Capital LLC TRC 27,412$314K0.0%+2,385.2%0.046%
8/15/2025 Captrust Financial Advisors479,347$5.48M0.0%+16.5%0.801%
8/15/2025 Militia Capital Partners LP80,733$924K0.4%N/A0.135%
8/15/2025 Engineers Gate Manager LP11,000$126K0.0%N/A0.018%
8/15/2025 BNP Paribas Financial Markets5,328$61K0.0%-37.2%0.009%
8/15/2025 Brevan Howard Capital Management LP14,400$165K0.0%+34.6%0.024%
8/15/2025 Bank of America Corp DE401,557$4.59M0.0%+157.9%0.671%
8/14/2025 California State Teachers Retirement System2,925$33K0.0%-89.8%0.005%
8/14/2025 Raymond James Financial Inc.282,306$3.23M0.0%+182.6%0.471%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.721,826$8.26M0.0%+6.3%1.205%
8/14/2025 Caption Management LLC20,700$237K0.0%N/A0.035%
8/14/2025 The Manufacturers Life Insurance Company 16,838$193K0.0%N/A0.028%
8/14/2025 Soviero Asset Management LP35,000$400K0.2%N/A0.058%
8/13/2025 Jump Financial LLC69,550$796K0.0%N/A0.116%
8/13/2025 Invesco Ltd.24,538$281K0.0%N/A0.041%
8/13/2025 New York State Common Retirement Fund14,800$169K0.0%N/A0.025%
8/13/2025 Capital Fund Management S.A.550,168$6.29M0.0%-25.5%0.919%
8/12/2025 XTX Topco Ltd74,160$848K0.0%N/A0.130%
8/12/2025 Ameritas Investment Partners Inc.4,785$55K0.0%N/A0.008%
8/12/2025 American Century Companies Inc.10,656$122K0.0%N/A0.019%
8/12/2025 Rhumbline Advisers67,024$767K0.0%N/A0.118%
8/12/2025 Legal & General Group Plc693,929$7.26M0.0%+14.9%1.217%
8/12/2025 JPMorgan Chase & Co.29,905$342K0.0%+294.3%0.052%
8/12/2025 DNB Asset Management AS69,737$798K0.0%+163.6%0.122%
8/12/2025 Entropy Technologies LP17,100$196K0.0%N/A0.030%
8/11/2025 Bulltick Wealth Management LLC31,000$355K0.1%N/A0.054%
8/8/2025 Intech Investment Management LLC23,522$269K0.0%N/A0.041%
8/8/2025 Thoroughbred Financial Services LLC22,250$254K0.0%N/A0.039%
8/8/2025 Creative Planning12,923$148K0.0%+25.9%0.023%
8/8/2025 Police & Firemen s Retirement System of New Jersey10,976$126K0.0%N/A0.019%
8/8/2025 Geode Capital Management LLC878,668$10.05M0.0%+176.0%1.541%
8/7/2025 Allworth Financial LP3,900$45K0.0%+316.7%0.007%
8/5/2025 Next Capital Management LLC16,425$188K0.1%N/A0.029%
7/31/2025 Caitong International Asset Management Co. Ltd2,352$27K0.0%-90.7%0.004%
7/30/2025 Bogart Wealth LLC11,975$137K0.0%+1,230.6%0.021%
7/23/2025 Vontobel Holding Ltd.21,010$240K0.0%N/A0.037%
7/18/2025 PFG Investments LLC33,691$385K0.0%-7.7%0.059%
7/11/2025 Harbour Capital Advisors LLC47,010$515K0.1%-3.1%0.082%
7/10/2025 Exchange Traded Concepts LLC996,283$11.40M0.1%+12.9%1.748%
5/16/2025Goldman Sachs Group Inc.297,138$1.71M0.0%+280.4%0.521%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.679,014$3.97M0.0%+616.9%1.191%
5/16/2025Bosun Asset Management LLC22,362$129K0.1%N/A0.039%
5/15/2025Cubist Systematic Strategies LLC358,994$2.06M0.0%N/A0.630%
5/15/2025OMERS ADMINISTRATION Corp23,500$135K0.0%-26.3%0.041%
5/14/2025PEAK6 LLC15,314$88K0.0%-377.7%0.027%
5/14/2025Capital Fund Management S.A.738,028$4.24M0.0%N/A1.295%
5/14/2025EntryPoint Capital LLC62,261$358K0.2%N/A0.109%
5/13/2025Caitong International Asset Management Co. Ltd25,343$146K0.1%N/A0.044%
5/12/2025Virtu Financial LLC59,054$340K0.0%+71.5%0.104%
5/12/2025Swiss National Bank53,000$305K0.0%N/A0.093%
5/9/2025Charles Schwab Investment Management Inc.12,728$73K0.0%+13.8%0.022%
5/8/2025Arkadios Wealth Advisors12,846$74K0.0%N/A0.023%
5/7/2025Phoenix Financial Ltd.15,000$87K0.0%N/A0.026%
5/6/2025KLP Kapitalforvaltning AS8,500$49K0.0%N/A0.015%
4/24/2025Mirae Asset Global Investments Co. Ltd.7,768$49K0.0%N/A0.014%
4/23/2025Harbour Capital Advisors LLC48,495$262K0.1%-3.7%0.085%
4/22/2025Cambridge Investment Research Advisors Inc.18,966$109K0.0%+82.4%0.033%
4/22/2025PFG Investments LLC36,498$210K0.0%+12.3%0.064%
4/17/2025Exchange 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%
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 TRC6,219$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%
2/10/2025Balboa Wealth Partners11,145$150K0.0%N/A0.025%
2/7/2025Prosperity Wealth Management Inc.17,200$232K0.1%N/A0.039%
2/7/2025Clare 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%
2/5/2025Oppenheimer & 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%
1/30/2025Blue Trust Inc.2,000$27K0.0%N/A0.005%
1/30/2025Bogart 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%
(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, 92 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), Exchange Traded Concepts LLC ($11.40M), Geode Capital Management LLC ($10.05M), Yong Rong HK Asset Management Ltd ($9.50M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($8.26M), and Legal & General Group Plc ($7.26M).Learn more on Serve Robotics' institutional investors.

Which institutional investors have been buying Serve Robotics' stock?

Of the 88 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 ($996.28K), Capital Fund Management S.A. ($738.03K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($721.83K), Geode Capital Management LLC ($681.78K), and Vanguard Group Inc. ($544.54K).

How much institutional buying is happening at Serve Robotics?

Institutional investors have bought a total of 14,167,979 shares in the last 24 months. This purchase volume represents approximately $160.56M in transactions.

Which of Serve Robotics' major shareholders have been selling company stock?

Of the 11 institutional investors that sold Serve Robotics' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Yong Rong HK Asset Management Ltd ($508K), Capital Fund Management S.A. ($187.86K), Millennium Management LLC ($94.81K), Bank of Montreal Can ($33.63K), PFG Investments LLC ($26.72K), California State Teachers Retirement System ($25.68K), and Caitong International Asset Management Co. Ltd ($22.99K).

How much institutional selling is happening at Serve Robotics?

Institutional investors have sold a total of 917,526 shares in the last 24 months. This volume of shares sold represents approximately $11.75M in transactions.


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This page (NASDAQ:SERV) was last updated on 9/29/2025 by MarketBeat.com Staff
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