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Serve Robotics (SERV) Institutional Ownership

Serve Robotics logo
$5.58 +0.81 (+16.84%)
As of 03:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Serve Robotics (NASDAQ:SERV)

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$89.89M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$45.03M
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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
8/3/2026Oppenheimer & Co. Inc.17,783$117K0.0%-13.7%0.023%
8/3/2026Vontobel Holding Ltd.67,922$447K0.0%+8.4%0.088%
7/8/2026 FNY Investment Advisers LLC4,000$26K0.0%N/A0.005%
5/19/2026Bank of America Corp DE154,849$1.31M0.0%+42.3%0.200%
5/18/2026 EverSource Wealth Advisors LLC5,274$45K0.0%+65.2%0.007%
5/18/2026Royal Bank of Canada39,318$332K0.0%-3.2%0.051%
5/16/2026Quantinno Capital Management LP31,983$270K0.0%N/A0.041%
5/15/2026 Themes Management Co LLC84,703$715K0.4%+110.0%0.109%
5/13/2026First Trust Advisors LP958,853$8.09M0.0%-6.2%1.239%
5/7/2026Next Capital Management LLC26,425$223K0.1%+60.9%0.034%
5/7/2026Swiss National Bank117,800$994K0.0%+5.2%0.152%
5/5/2026Wealthfront Advisers LLC14,791$125K0.0%+28.7%0.019%
5/5/2026Bank of New York Mellon Corp179,781$1.52M0.0%+18.4%0.233%
5/5/2026NFSG Corp11,570$98K0.0%+27.6%0.015%
5/5/2026Sanctuary 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%
4/30/2026Hsbc 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%
4/28/2026AdvisorShares Investments LLC4,822$41K0.0%-52.2%0.006%
4/27/2026 PFG Investments LLC60,071$507K0.0%+18.3%0.079%
4/23/2026Inspire Investing LLC62,065$524K0.0%+37.5%0.082%
4/16/2026SG Americas Securities LLC19,364$163K0.0%N/A0.026%
3/20/2026Purpose Unlimited Inc.22,804$237K0.0%N/A0.030%
3/20/2026Hsbc Holdings PLC102,250$1.06M0.0%N/A0.135%
3/17/2026Rockefeller Capital Management L.P.2,872$30K0.0%-63.9%0.004%
3/3/2026Caitong 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%
2/19/2026Invesco 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%
2/18/2026Inspire 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%
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2/17/2026Russell 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%
2/13/2026Stifel Financial Corp10,685$111K0.0%N/A0.014%
2/13/2026First Trust Advisors LP1,022,459$10.61M0.0%+34.5%1.373%
2/13/2026Headlands 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%
2/13/2026Vontobel Holding Ltd.29,348$305K0.0%+30.9%0.039%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC139,670$1.45M0.0%N/A0.188%
2/13/2026Wells Fargo & Company MN85,015$882K0.0%+139.3%0.114%
2/13/2026Quadrant 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%
2/12/2026Swiss National Bank112,000$1.16M0.0%N/A0.150%
2/12/2026Polen Capital Management LLC21,833$227K0.0%N/A0.029%
2/12/2026Nuveen LLC608,205$6.31M0.0%+50.2%0.817%
2/11/2026Deutsche Bank AG55,836$580K0.0%+57.2%0.075%
2/11/2026Gordian Capital Singapore Pte Ltd3,010$31K0.0%N/A0.004%
2/11/2026LPL Financial LLC152,528$1.58M0.0%+49.9%0.205%
2/10/2026WCG Wealth Advisors LLC30,562$317K0.0%N/A0.041%
2/10/2026Goldman Sachs Group Inc.152,566$1.58M0.0%-16.6%0.205%
2/10/2026AXQ Capital LP21,565$224K0.1%N/A0.029%
2/10/2026Main Management ETF Advisors LLC166,779$1.73M0.1%+1.0%0.224%
2/10/2026AdvisorShares Investments LLC10,082$105K0.0%N/A0.014%
2/10/2026Jupiter Asset Management Ltd.137,477$1.43M0.0%N/A0.185%
2/10/2026Intech Investment Management LLC14,413$150K0.0%-21.6%0.019%
2/10/2026Foundations Investment Advisors LLC11,868$123K0.0%N/A0.016%
2/9/2026Geode Capital Management LLC1,457,965$15.14M0.0%+29.1%1.958%
2/9/2026 Themes Management Co LLC40,326$419K0.3%N/A0.054%
2/9/2026Harbour Investments Inc.3,740$39K0.0%+149.3%0.005%
2/9/2026Legal & General Group Plc839,933$8.86M0.0%+11.7%1.128%
2/6/2026 EverSource Wealth Advisors LLC3,192$33K0.0%+299.0%0.004%
2/6/2026 IFP Advisors Inc29,809$309K0.0%N/A0.040%
2/6/2026ProShare Advisors LLC11,423$119K0.0%N/A0.015%
2/6/2026HighTower 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%
2/2/2026Oppenheimer & Co. Inc.16,350$170K0.0%+19.3%0.022%
1/30/2026Sigma Planning Corp10,146$105K0.0%N/A0.014%
1/29/2026UBS Group AG533,906$5.54M0.0%-23.5%0.717%
1/29/2026Sanctuary Advisors LLC16,361$170K0.0%N/A0.022%
1/28/2026Arizona State Retirement System15,733$163K0.0%N/A0.021%
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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%
1/21/2026Newbridge 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%
1/1/2026JPMorgan Chase & Co.38,422$447K0.0%+28.5%0.052%
1/1/2026Tudor Investment Corp ET AL61,348$713K0.0%-52.2%0.082%
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%


SERV Institutional Ownership - Frequently Asked Questions

During the previous two years, 158 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 153 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 8,331,144 shares in the last 24 months. This purchase volume represents approximately $89.89M in transactions.

Of the 22 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 3,929,489 shares in the last 24 months. This volume of shares sold represents approximately $45.03M in transactions.


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This page (NASDAQ:SERV) was last updated on 8/3/2026 by MarketBeat.com Staff.
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