Serina Therapeutics, Inc. (SER) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

10,339,000Shares Outstanding

429,591Shares held by institutions

$854,886Value of institutional holdings

4.16%Institutional ownership %

-6.54%Shares Changed QoQ

22No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Serina Therapeutics, Inc. (NYSE:SER) has 22 institutional investors that have filed 13F reports for the period ending December 2025.

They owned 4.2% of outstanding stock in December 2025, down from 4.5% the prior quarter.
They decreased total shares held in Serina Therapeutics by -6.54% from the prior quarter, while the number of investors in SER decreased 15.38% year over year.
Of these 22 holders, 4 added to their stakes in Serina Therapeutics, 6 trimmed positions, and 12 made no changes.
In total, institutional investors held 429.59K shares in Serina Therapeutics as of December 2025, down by 30.05K shares quarter on quarter, and up 110.43K shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held the largest stake in Serina Therapeutics with 180.01K shares, accounting for 1.74% of total shares outstanding.
The most significant purchases of SER for the quarter ending December 2025 came from BlackRock, Inc. (4.13K), Wells Fargo & Company/Mn (3.6K), GEODE CAPITAL MANAGEMENT, LLC (801), Tower Research Capital LLC (TRC) (286), Rockefeller Capital Management L.P. (2).
The biggest sellers of Serina Therapeutics for the quarter ending December 2025 included BROADWOOD CAPITAL INC (28.71K), HighTower Advisors, LLC (6.23K), UBS Group AG (3.03K), Northern Trust Corp (455), Bank Of America Corp /De/ (427).
Per Business Quant, the top 10 investors in SER for the quarter ending December 2025 include VANGUARD GROUP INC (180.01K), Waverly Advisors, LLC (67.49K), BROADWOOD CAPITAL INC (54.48K), GEODE CAPITAL MANAGEMENT, LLC (30.41K), Linscomb Wealth, Inc. (18.8K), Keel Point, LLC (17.77K), BlackRock, Inc. (17.25K), Northern Trust Corp (14.08K), State Street Corp (12.76K), HighTower Advisors, LLC (11.98K).

22 Institutional Holders

429,591 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	180,013	0	0.00%	$344,365.00
Waverly Advisors, LLC	31 Dec, 2025	67,492	0	0.00%	$129,112.00
BROADWOOD CAPITAL INC	31 Dec, 2025	54,484	-28,711	-34.51%	$104,228.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	30,409	801	2.71%	$58,173.00
Linscomb Wealth, Inc.	31 Dec, 2025	18,800	0	0.00%	$35,965.00
Keel Point, LLC	31 Dec, 2025	17,774	0	0.00%	$34,002.00
BlackRock, Inc.	31 Dec, 2025	17,249	4,127	31.45%	$32,997.00
Northern Trust Corp	31 Dec, 2025	14,082	-455	-3.13%	$26,939.00
State Street Corp	31 Dec, 2025	12,758	0	0.00%	$24,406.00
HighTower Advisors, LLC	31 Dec, 2025	11,980	-6,231	-34.22%	$22,918.00
Wells Fargo & Company/Mn	31 Dec, 2025	3,604	3,602	180,100.00%	$6,894.00
Tower Research Capital LLC (TRC)	31 Dec, 2025	449	286	175.46%	$859.00
UBS Group AG	31 Dec, 2025	433	-3,033	-87.51%	$829.00
Piscataqua Savings Bank	31 Dec, 2025	28	0	0.00%	$53.00
Morgan Stanley	31 Dec, 2025	8	0	0.00%	$15.00
ALBION FINANCIAL GROUP /UT	31 Dec, 2025	8	0	0.00%	$16.00
Pacifica Partners Inc.	31 Dec, 2025	8	0	0.00%	$17.00
Rockefeller Capital Management L.P.	31 Dec, 2025	4	2	100.00%	$8.00
Bank Of America Corp /De/	31 Dec, 2025	3	-427	-99.30%	$6.00
BNP PARIBAS FINANCIAL MARKETS	31 Dec, 2025	2	0	0.00%	$4.00

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