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Serve Robotics (SERV) Institutional Ownership

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$10.00 +0.06 (+0.60%)
Closing price 04:00 PM Eastern
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$10.18 +0.18 (+1.75%)
As of 07:59 PM Eastern
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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%
5/16/2025 Goldman Sachs Group Inc.297,138$1.71M0.0%+280.4%0.521%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.679,014$3.97M0.0%+616.9%1.191%
5/16/2025 Bosun Asset Management LLC22,362$129K0.1%N/A0.039%
5/15/2025 Cubist Systematic Strategies LLC358,994$2.06M0.0%N/A0.630%
5/15/2025 OMERS ADMINISTRATION Corp23,500$135K0.0%-26.3%0.041%
5/14/2025 PEAK6 LLC15,314$88K0.0%-377.7%0.027%
5/14/2025 Capital Fund Management S.A.738,028$4.24M0.0%N/A1.295%
5/14/2025 EntryPoint Capital LLC62,261$358K0.2%N/A0.109%
5/13/2025 Caitong International Asset Management Co. Ltd25,343$146K0.1%N/A0.044%
5/12/2025 Virtu Financial LLC59,054$340K0.0%+71.5%0.104%
5/12/2025 Swiss National Bank53,000$305K0.0%N/A0.093%
5/9/2025 Charles Schwab Investment Management Inc.12,728$73K0.0%+13.8%0.022%
5/8/2025 Arkadios Wealth Advisors12,846$74K0.0%N/A0.023%
5/7/2025 Phoenix Financial Ltd.15,000$87K0.0%N/A0.026%
5/6/2025 KLP Kapitalforvaltning AS8,500$49K0.0%N/A0.015%
4/24/2025 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%
2/17/2025 Two Sigma Investments LP60,404$815K0.0%N/A0.136%
2/17/2025 Tidal Investments LLC51,846$700K0.0%+57.6%0.117%
2/17/2025 Man Group plc34,556$467K0.0%N/A0.078%
2/17/2025 OMERS ADMINISTRATION Corp31,900$431K0.0%N/A0.072%
2/17/2025 Millennium Management LLC46,067$622K0.0%-67.3%0.104%
2/17/2025 MIRAE 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%
2/17/2025 Corton Capital Inc.17,466$236K0.1%N/A0.039%
2/17/2025 Captrust Financial Advisors271,994$3.67M0.0%N/A0.614%
2/17/2025 683 Capital Management LLC52,500$709K0.0%N/A0.119%
2/14/2025 Uber Technologies Inc5,298,833$71.53M1.5%N/A11.962%
2/14/2025 Schonfeld Strategic Advisors LLC100,309$1.35M0.0%N/A0.226%
2/14/2025 Northern Trust Corp31,633$427K0.0%+178.0%0.071%
2/14/2025 Tower Research Capital LLC TRC6,219$84K0.0%-32.1%0.014%
2/13/2025 CreativeOne Wealth LLC11,567$156K0.0%N/A0.026%
2/13/2025 Raymond James Financial Inc.146,492$1.98M0.0%N/A0.331%
2/13/2025 Legal & General Group Plc447,164$6.63M0.0%N/A1.009%
2/13/2025 Bank of Montreal Can20,013$270K0.0%-62.7%0.045%
2/13/2025 Wells Fargo & Company MN10,855$147K0.0%+294.0%0.025%
2/12/2025 Geode Capital Management LLC178,780$2.42M0.0%+36.6%0.404%
2/12/2025 CIBC Private Wealth Group LLC2,513$34K0.0%N/A0.006%
2/12/2025 DnB Asset Management AS21,356$288K0.0%+52.3%0.048%
2/11/2025 Vanguard Group Inc.1,274,303$17.20M0.0%+74.6%2.877%
2/11/2025 LPL Financial LLC21,765$294K0.0%N/A0.049%
2/11/2025 Virtu Financial LLC34,440$465K0.0%N/A0.078%
2/10/2025 Commonwealth 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%
2/6/2025 Raymond James Financial Inc.146,492$1.98M0.0%N/A0.331%
2/6/2025 Charles Schwab Investment Management Inc.11,183$151K0.0%N/A0.025%
2/5/2025 Oppenheimer & Co. Inc.20,777$280K0.0%N/A0.047%
2/4/2025 Yong 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%
1/30/2025 Bogart Wealth LLC2,725$37K0.0%N/A0.006%
1/28/2025 Stephens Inc. AR10,550$142K0.0%N/A0.024%
1/27/2025 Choreo 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 9/5/2025 by MarketBeat.com Staff
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