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Serve Robotics (SERV) Institutional Ownership

Serve Robotics logo
$4.61 -0.14 (-2.95%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$4.62 +0.01 (+0.22%)
As of 10/2/2026 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Serve Robotics (NASDAQ:SERV)

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$99.05M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$42.55M
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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
9/22/2026State Street Corp2,456,658$16.17M0.0%+90.7%2.833%
9/9/2026WINTON GROUP Ltd13,500$89K0.0%N/A0.016%
9/9/2026Engineers Gate Manager LP32,465$214K0.0%N/A0.037%
9/9/2026Squarepoint Ops LLC100,903$664K0.0%+237.3%0.116%
8/26/2026HighTower Advisors LLC18,176$120K0.0%+81.5%0.021%
8/22/2026TD Waterhouse Canada Inc.35,040$229K0.0%+1,336.1%0.040%
8/22/2026Concurrent Investment Advisors LLC10,843$71K0.0%N/A0.013%
8/20/2026Wedbush Securities Inc.31,130$205K0.0%+52.7%0.036%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC114,835$756K0.0%+13.8%0.132%
8/17/2026Bank of America Corp DE145,137$955K0.0%N/A0.167%
8/15/2026Jupiter Topco LLC28,400$187K0.0%N/A0.033%
8/14/2026EFG International AG11,599$76K0.0%N/A0.013%
8/14/2026Legal & General Group Plc1,371,454$8.41M0.0%N/A1.582%
8/14/2026The Manufacturers Life Insurance Company19,032$125K0.0%N/A0.022%
8/13/2026Sanctuary Advisors LLC31,307$206K0.0%N/A0.036%
8/12/2026Landscape Capital Management L.L.C.271,781$1.79M0.1%N/A0.313%
8/11/2026Allworth Financial LP3,942$26K0.0%N/A0.005%
8/7/2026BlackRock Inc.6,040,854$39.75M0.0%+24.5%7.808%
8/7/2026Deutsche Bank AG71,196$468K0.0%+26.4%0.092%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.130,597$859K0.0%N/A0.169%
8/6/2026Global Retirement Partners LLC11,080$73K0.0%N/A0.014%
8/6/2026Bank of New York Mellon Corp233,084$1.53M0.0%+29.6%0.301%
8/6/2026Russell Investments Group Ltd.28,360$187K0.0%+160.5%0.037%
8/5/2026HighTower Advisors LLC18,176$120K0.0%+81.5%0.023%
8/5/2026Gruss & Co. LLC35,600$234K0.6%N/A0.046%
8/5/2026Caitong International Asset Management Co. Ltd6,861$45K0.0%+75.2%0.009%
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%
7/8/2026FNY Investment Advisers LLC4,000$26K0.0%N/A0.005%
5/19/2026Bank of America Corp DE154,849$1.31M0.0%+42.3%0.200%
5/18/2026EverSource 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%
5/15/2026Themes 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%
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5/5/2026Sanctuary Advisors LLC19,185$162K0.0%+17.3%0.025%
5/2/2026International Assets Investment Management LLC21,210$178K0.0%+20.9%0.027%
5/2/2026Arlington Capital Management Inc.23,000$194K0.1%N/A0.030%
4/30/2026Hsbc Holdings PLC169,304$1.43M0.0%+65.6%0.219%
4/29/2026Grange Capital LLC287,427$2.43M2.4%N/A0.380%
4/29/2026Walser 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%
4/27/2026PFG 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%
2/23/2026Walser 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%
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%
2/13/2026Kestra 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%
2/13/2026Police & 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%
2/12/2026AlphaCentric Advisors LLC75,000$778K0.8%N/A0.101%
2/12/2026Wedbush 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%
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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%


SERV Institutional Ownership - Frequently Asked Questions

During the previous two years, 167 institutional investors and hedge funds held shares of Serve Robotics. The most heavily invested institutionals were BlackRock Inc. ($39.75M), Vanguard Group Inc. ($30.18M), Uber Technologies Inc ($24.08M), State Street Corp ($16.17M), Geode Capital Management LLC ($15.14M), Exchange Traded Concepts LLC ($12.95M), and Yong Rong HK Asset Management Ltd ($9.50M).Learn more on Serve Robotics' institutional investors.

Of the 162 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), Legal & General Group Plc ($2.05M), State Street Corp ($1.49M), Exchange Traded Concepts LLC ($1.25M), Yong Rong HK Asset Management Ltd ($1.21M), BlackRock Inc. ($1.19M), and Vanguard Group Inc. ($1.07M).

Institutional investors have bought a total of 11,132,459 shares in the last 24 months. This purchase volume represents approximately $99.05M in transactions.

Of the 20 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), Tudor Investment Corp ET AL ($133.98K), Two Sigma Investments LP ($89.22K), Capital Fund Management S.A. ($69.88K), First Trust Advisors LP ($63.61K), and Verition Fund Management LLC ($50.57K).

Institutional investors have sold a total of 3,712,804 shares in the last 24 months. This volume of shares sold represents approximately $42.55M in transactions.


Related Companies

Institutional ownership data for NASDAQ:SERV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/22/2026. New 13F filings are added each quarter as they're published.
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