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Serve Robotics (SERV) Institutional Ownership

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$4.98 +0.24 (+5.06%)
As of 08/21/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Serve Robotics (NASDAQ:SERV)

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$90.61M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 TD Waterhouse Canada Inc.35,040$229K0.0%+1,336.1%0.040%
8/22/2026 Concurrent Investment Advisors LLC10,843$71K0.0%N/A0.013%
8/20/2026 Wedbush Securities Inc.31,130$205K0.0%+52.7%0.036%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC114,835$756K0.0%+13.8%0.132%
8/17/2026 Bank of America Corp DE145,137$955K0.0%N/A0.167%
8/15/2026 Jupiter Topco LLC28,400$187K0.0%N/A0.033%
8/14/2026 EFG International AG11,599$76K0.0%N/A0.013%
8/14/2026 Legal & General Group Plc1,371,454$8.41M0.0%N/A1.582%
8/14/2026 The Manufacturers Life Insurance Company 19,032$125K0.0%N/A0.022%
8/13/2026 Sanctuary Advisors LLC31,307$206K0.0%N/A0.036%
8/12/2026 Landscape Capital Management L.L.C.271,781$1.79M0.1%N/A0.313%
8/11/2026 Allworth Financial LP3,942$26K0.0%N/A0.005%
8/7/2026 BlackRock Inc.6,040,854$39.75M0.0%+24.5%7.808%
8/7/2026 Deutsche Bank AG71,196$468K0.0%+26.4%0.092%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.130,597$859K0.0%N/A0.169%
8/6/2026 Global Retirement Partners LLC11,080$73K0.0%N/A0.014%
8/6/2026 Bank of New York Mellon Corp233,084$1.53M0.0%+29.6%0.301%
8/6/2026 Russell Investments Group Ltd.28,360$187K0.0%+160.5%0.037%
8/5/2026 HighTower Advisors LLC18,176$120K0.0%+81.5%0.023%
8/5/2026 Gruss & Co. LLC35,600$234K0.6%N/A0.046%
8/5/2026 Caitong International Asset Management Co. Ltd6,861$45K0.0%+75.2%0.009%
8/3/2026 Oppenheimer & Co. Inc.17,783$117K0.0%-13.7%0.023%
8/3/2026 Vontobel Holding Ltd.67,922$447K0.0%+8.4%0.088%
7/8/2026 FNY Investment Advisers LLC4,000$26K0.0%N/A0.005%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada39,318$332K0.0%-3.2%0.051%
5/16/2026 Quantinno Capital Management LP31,983$270K0.0%N/A0.041%
5/15/2026 Themes Management Co LLC84,703$715K0.4%+110.0%0.109%
5/13/2026 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%
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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%
3/20/2026 Purpose Unlimited Inc.22,804$237K0.0%N/A0.030%
3/20/2026 Hsbc Holdings PLC102,250$1.06M0.0%N/A0.135%
3/17/2026 Rockefeller 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%
2/23/2026 Virtu Financial LLC16,024$166K0.0%-75.9%0.022%
2/19/2026 Invesco Ltd.35,433$368K0.0%+43.1%0.048%
2/18/2026 Creek Drive Management Group LLC473,200$4.91M3.4%N/A0.625%
2/18/2026 Mercer Global Advisors Inc. ADV10,259$106K0.0%N/A0.014%
2/18/2026 VARCOV Co.168,672$1.75M0.7%N/A0.226%
2/18/2026 Sphera 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%
2/17/2026 Price T Rowe Associates Inc. MD44,084$458K0.0%+77.7%0.059%
2/17/2026 Osaic 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%
2/17/2026 Captrust Financial Advisors707,002$7.34M0.0%+19.9%0.949%
2/17/2026 Royal Bank of Canada40,635$421K0.0%+23.6%0.055%
2/16/2026 Verition Fund Management LLC76,944$799K0.0%-39.7%0.103%
2/16/2026 Barclays PLC97,425$1.01M0.0%+46.3%0.131%
2/13/2026 Kestra Advisory Services LLC3,755$39K0.0%N/A0.005%
2/13/2026 The Manufacturers Life Insurance Company 18,886$196K0.0%+20.1%0.025%
2/13/2026 Stifel Financial Corp10,685$111K0.0%N/A0.014%
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%
2/13/2026 Charles 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%
2/13/2026 State 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%
2/12/2026 MetLife 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%
2/12/2026 Polen 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%
2/10/2026 Goldman Sachs Group Inc.152,566$1.58M0.0%-16.6%0.205%
2/10/2026 AXQ Capital LP21,565$224K0.1%N/A0.029%
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2/10/2026 Main 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%
2/9/2026 Geode 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%
2/9/2026 Harbour 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%
2/6/2026 EverSource Wealth Advisors LLC3,192$33K0.0%+299.0%0.004%


SERV Institutional Ownership - Frequently Asked Questions

During the previous two years, 165 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), Geode Capital Management LLC ($15.14M), Exchange Traded Concepts LLC ($12.95M), State Street Corp ($12.93M), and Yong Rong HK Asset Management Ltd ($9.50M).Learn more on Serve Robotics' institutional investors.

Of the 160 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), Exchange Traded Concepts LLC ($1.25M), Yong Rong HK Asset Management Ltd ($1.21M), BlackRock Inc. ($1.19M), Vanguard Group Inc. ($1.07M), and First Trust Advisors LP ($1.02M).

Institutional investors have bought a total of 9,845,260 shares in the last 24 months. This purchase volume represents approximately $90.61M 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.



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 8/22/2026. New 13F filings are added each quarter as they're published.
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