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Serve Robotics (SERV) Institutional Ownership

Serve Robotics logo
$8.74 +0.11 (+1.27%)
Closing price 04:00 PM Eastern
Extended Trading
$8.82 +0.08 (+0.93%)
As of 07:57 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Serve Robotics (NASDAQ:SERV)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$97.26M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$45.36M
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Skip Chart & View Institutional Buying and Selling Data

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
5/13/2026 First Trust Advisors LP958,853$8.09M0.0%-6.2%1.239%
5/7/2026 Next Capital Management LLC26,425$223K0.1%+60.9%0.034%
5/7/2026 Swiss National Bank117,800$994K0.0%+5.2%0.152%
5/5/2026 Wealthfront Advisers LLC14,791$125K0.0%+28.7%0.019%
5/5/2026 Bank of New York Mellon Corp179,781$1.52M0.0%+18.4%0.233%
5/5/2026 NFSG Corp11,570$98K0.0%+27.6%0.015%
5/5/2026 Sanctuary Advisors LLC19,185$162K0.0%+17.3%0.025%
5/2/2026 International Assets Investment Management LLC21,210$178K0.0%+20.9%0.027%
5/2/2026 Arlington Capital Management Inc.23,000$194K0.1%N/A0.030%
4/30/2026 Hsbc Holdings PLC169,304$1.43M0.0%+65.6%0.219%
4/29/2026 Grange Capital LLC287,427$2.43M2.4%N/A0.380%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co16,012$135K0.1%+44.9%0.021%
4/28/2026 AdvisorShares Investments LLC4,822$41K0.0%-52.2%0.006%
4/27/2026 PFG Investments LLC60,071$507K0.0%+18.3%0.079%
4/23/2026 Inspire Investing LLC62,065$524K0.0%+37.5%0.082%
4/16/2026 SG Americas Securities LLC19,364$163K0.0%N/A0.026%
3/20/2026Purpose Unlimited Inc.22,804$237K0.0%N/A0.030%
3/20/2026 Hsbc Holdings PLC102,250$1.06M0.0%N/A0.135%
3/17/2026Rockefeller Capital Management L.P.2,872$30K0.0%-63.9%0.004%
3/3/2026 Caitong International Asset Management Co. Ltd52,874$549K0.1%+527.1%0.071%
2/23/2026 Walser Wealth Management Company A Ltd Liability Co11,050$115K0.1%N/A0.015%
2/23/2026Virtu Financial LLC16,024$166K0.0%-75.9%0.022%
2/19/2026 Invesco Ltd.35,433$368K0.0%+43.1%0.048%
2/18/2026Creek Drive Management Group LLC473,200$4.91M3.4%N/A0.625%
2/18/2026Mercer Global Advisors Inc. ADV10,259$106K0.0%N/A0.014%
2/18/2026VARCOV Co.168,672$1.75M0.7%N/A0.226%
2/18/2026Sphera Management Technology Funds Ltd80,000$830K0.3%N/A0.107%
2/18/2026 Inspire Investing LLC45,138$469K0.0%+13.3%0.061%
2/18/2026Janus Henderson Group PLC28,400$295K0.0%N/A0.038%
2/17/2026Price T Rowe Associates Inc. MD44,084$458K0.0%+77.7%0.059%
2/17/2026Osaic Holdings Inc.33,967$353K0.0%+61.4%0.046%
2/17/2026California State Teachers Retirement System54,901$570K0.0%+1,775.7%0.074%
2/17/2026 Russell Investments Group Ltd.7,003$73K0.0%+38.0%0.009%
2/17/2026Captrust Financial Advisors707,002$7.34M0.0%+19.9%0.949%
2/17/2026Royal Bank of Canada40,635$421K0.0%+23.6%0.055%
2/16/2026Verition Fund Management LLC76,944$799K0.0%-39.7%0.103%
2/16/2026Barclays PLC97,425$1.01M0.0%+46.3%0.131%
2/13/2026 Kestra Advisory Services LLC3,755$39K0.0%N/A0.005%
2/13/2026The Manufacturers Life Insurance Company 18,886$196K0.0%+20.1%0.025%
2/13/2026 Stifel Financial Corp10,685$111K0.0%N/A0.014%
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2/13/2026 First Trust Advisors LP1,022,459$10.61M0.0%+34.5%1.373%
2/13/2026 Headlands Technologies LLC143,653$1.49M0.1%+27.3%0.193%
2/13/2026Charles Schwab Investment Management Inc.494,999$5.14M0.0%+23.3%0.665%
2/13/2026 Police & Firemen s Retirement System of New Jersey16,773$174K0.0%+18.2%0.023%
2/13/2026State Street Corp1,245,411$12.93M0.0%+29.5%1.672%
2/13/2026 Vontobel Holding Ltd.29,348$305K0.0%+30.9%0.039%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC139,670$1.45M0.0%N/A0.188%
2/13/2026 Wells Fargo & Company MN85,015$882K0.0%+139.3%0.114%
2/13/2026 Quadrant Capital Group LLC3,000$31K0.0%N/A0.004%
2/12/2026MetLife Investment Management LLC35,393$367K0.0%+22.4%0.048%
2/12/2026 AlphaCentric Advisors LLC75,000$778K0.8%N/A0.101%
2/12/2026 Wedbush Securities Inc.26,880$279K0.0%+33.1%0.036%
2/12/2026 Swiss National Bank112,000$1.16M0.0%N/A0.150%
2/12/2026Polen Capital Management LLC21,833$227K0.0%N/A0.029%
2/12/2026 Nuveen LLC608,205$6.31M0.0%+50.2%0.817%
2/11/2026 Deutsche Bank AG55,836$580K0.0%+57.2%0.075%
2/11/2026 Gordian Capital Singapore Pte Ltd3,010$31K0.0%N/A0.004%
2/11/2026 LPL Financial LLC152,528$1.58M0.0%+49.9%0.205%
2/10/2026 WCG Wealth Advisors LLC30,562$317K0.0%N/A0.041%
2/10/2026Goldman Sachs Group Inc.152,566$1.58M0.0%-16.6%0.205%
2/10/2026 AXQ Capital LP21,565$224K0.1%N/A0.029%
2/10/2026Main Management ETF Advisors LLC166,779$1.73M0.1%+1.0%0.224%
2/10/2026 AdvisorShares Investments LLC10,082$105K0.0%N/A0.014%
2/10/2026 Jupiter Asset Management Ltd.137,477$1.43M0.0%N/A0.185%
2/10/2026 Intech Investment Management LLC14,413$150K0.0%-21.6%0.019%
2/10/2026 Foundations Investment Advisors LLC11,868$123K0.0%N/A0.016%
2/9/2026Geode Capital Management LLC1,457,965$15.14M0.0%+29.1%1.958%
2/9/2026Themes Management Co LLC40,326$419K0.3%N/A0.054%
2/9/2026Harbour Investments Inc.3,740$39K0.0%+149.3%0.005%
2/9/2026 Legal & General Group Plc839,933$8.86M0.0%+11.7%1.128%
2/6/2026EverSource Wealth Advisors LLC3,192$33K0.0%+299.0%0.004%
2/6/2026 IFP Advisors Inc29,809$309K0.0%N/A0.040%
2/6/2026 ProShare Advisors LLC11,423$119K0.0%N/A0.015%
2/6/2026 HighTower Advisors LLC11,508$119K0.0%N/A0.015%
2/5/2026DNB Asset Management AS239,205$2.48M0.0%+178.9%0.321%
2/3/2026 International Assets Investment Management LLC17,550$182K0.0%N/A0.024%
2/3/2026 SBI Securities Co. Ltd.8,332$86K0.0%+97.5%0.011%
2/2/2026 Oppenheimer & Co. Inc.16,350$170K0.0%+19.3%0.022%
1/30/2026 Sigma Planning Corp10,146$105K0.0%N/A0.014%
1/29/2026 UBS Group AG533,906$5.54M0.0%-23.5%0.717%
1/29/2026 Sanctuary Advisors LLC16,361$170K0.0%N/A0.022%
1/28/2026 Arizona State Retirement System15,733$163K0.0%N/A0.021%
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank31,730$329K0.0%N/A0.043%
1/26/2026CWM LLC3,439$36K0.0%+514.1%0.005%
1/26/2026 PFG Investments LLC50,766$527K0.0%+15.4%0.068%
1/21/2026 Newbridge Financial Services Group Inc.9,070$94K0.0%+675.2%0.012%
1/14/2026 Exchange Traded Concepts LLC1,247,559$12.95M0.1%+12.5%1.675%
1/7/2026 Harbour Capital Advisors LLC38,810$403K0.1%-14.8%0.052%
1/1/2026 JPMorgan Chase & Co.38,422$447K0.0%+28.5%0.052%
1/1/2026Tudor Investment Corp ET AL61,348$713K0.0%-52.2%0.082%
Iran's New Leader Just Said Something That Should Terrify Every American (Ad)

Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of the world's oil passing through that corridor, crude has already crossed $100 per barrel. History shows gold surged 571% during the 1973 oil crisis and 425% in 1979. Today, the U.S. holds 8,133 tonnes of gold valued on the books at $42.22 per ounce - while gold trades above $5,000. American Alternative Assets has released The Great Gold Reset report detailing what this gap could mean for investors.tc pixel

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12/9/2025Tudor Investment Corp ET AL61,348$713K0.0%-52.2%0.082%
12/1/2025Cambria Investment Management L.P.74,391$865K0.0%+25.0%0.100%
11/19/2025Captrust Financial Advisors589,441$6.86M0.0%+23.0%0.791%
11/19/2025 Caitong International Asset Management Co. Ltd8,432$98K0.1%+258.5%0.011%
11/18/2025Advisory Services Network LLC46,448$540K0.0%+6.4%0.078%
11/17/2025XTX Topco Ltd49,736$578K0.0%-32.9%0.083%
11/17/2025 Uber Technologies Inc2,070,629$24.08M0.4%-56.4%3.458%
11/17/2025Verition Fund Management LLC127,515$1.48M0.0%+101.0%0.213%
11/17/2025Prosperity Wealth Management Inc.42,000$488K0.2%+162.5%0.070%
11/17/2025Prelude Capital Management LLC50,016$582K0.0%N/A0.084%


SERV Institutional Ownership - Frequently Asked Questions

During the previous two years, 156 institutional investors and hedge funds held shares of Serve Robotics. The most heavily invested institutionals were Vanguard Group Inc. ($30.18M), Uber Technologies Inc ($24.08M), Geode Capital Management LLC ($15.14M), Exchange Traded Concepts LLC ($12.95M), State Street Corp ($12.93M), Yong Rong HK Asset Management Ltd ($9.50M), and Legal & General Group Plc ($8.86M).Learn more on Serve Robotics' institutional investors.

Of the 151 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), Exchange Traded Concepts LLC ($1.25M), Yong Rong HK Asset Management Ltd ($1.21M), Vanguard Group Inc. ($1.07M), First Trust Advisors LP ($1.02M), Geode Capital Management LLC ($1.01M), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($743.66K).

Institutional investors have bought a total of 9,527,958 shares in the last 24 months. This purchase volume represents approximately $97.26M in transactions.

Of the 24 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: Uber Technologies Inc ($2.68M), UBS Group AG ($358.04K), Capital Fund Management S.A. ($257.74K), Tudor Investment Corp ET AL ($133.98K), Two Sigma Investments LP ($89.22K), First Trust Advisors LP ($63.61K), and Verition Fund Management LLC ($50.57K).

Institutional investors have sold a total of 3,961,030 shares in the last 24 months. This volume of shares sold represents approximately $45.36M in transactions.


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This page (NASDAQ:SERV) was last updated on 5/14/2026 by MarketBeat.com Staff.
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