Serina Therapeutics, Inc. (SER) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

10,188,889Shares Outstanding

296,894Shares held by institutions

$489,875Value of institutional holdings

4.22%Institutional ownership %

-6.49%Shares Changed QoQ

22No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Serina Therapeutics, Inc. (NYSE:SER) is held by 22 institutional firms.

Serina Therapeutics saw its institutional ownership percentage fell to 4.2% in December 2025 from 4.5% in September 2025.
The company experienced a -6.49% quarterly change in institutional shares held, alongside a decrease of 15.38% in total owners annually.
Of these 22 institutional investors, 4 increased their holdings in Serina Therapeutics, while 6 of them reduced positions, and 12 investors maintained their exposure.
The total number of shares held by institutions in Serina Therapeutics decreased to 429.59K as of December 2025, a net change of down by 29.84K shares quarter on quarter, and up 110.45K shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of Serina Therapeutics as of December 31, 2025, with a position of 180.01K shares, representing 1.77% of the company's outstanding stock.
Among the most significant buyers of Serina Therapeutics during December 2025 were BlackRock, Inc. (4.13K), WELLS FARGO & COMPANY/MN (3.60K), GEODE CAPITAL MANAGEMENT, LLC (801), Tower Research Capital LLC (TRC) (286).
Leading sellers of Serina Therapeutics stock in 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/ (212).
The top 10 institutional holders of Serina Therapeutics for the quarter ending December 2025 included VANGUARD GROUP INC (180.01K), Waverly Advisors, LLC (67.49K), BROADWOOD CAPITAL INC (54.48K), GEODE CAPITAL MANAGEMENT, LLC (30.41K), Linscomb Wealth, Inc. (18.80K), 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

296,894 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
ALBION FINANCIAL GROUP /UT	31 Dec, 2025	8	0	0.00%	$16.00
MORGAN STANLEY	31 Dec, 2025	8	0	0.00%	$15.00
Pacifica Partners Inc.	31 Dec, 2025	8	0	0.00%	$17.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	3	-212	-98.60%	$6.00
Rockefeller Capital Management L.P.	31 Dec, 2025	2	0	0.00%	$4.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	2	-9	-81.82%	$2.00

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