Serina Therapeutics, Inc. (SER) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

174,111Shares held by institutions

$322,105Value of institutional holdings

4.13%Institutional ownership %

32.86%Shares Changed QoQ

23No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Serina Therapeutics, Inc. (NYSE:SER) is held by 22 institutional investors per 13F filings through December 2025.

Collectively, these holders controlled 4.2% of Serina Therapeutics's outstanding shares in December 2025, down from 4.5% in September 2025.
They decreased total shares held in Serina Therapeutics by -6.54% from last quarter, and the number of investors in SER decreased 15.38% annually.
Activity in SER broke down as 4 buyers, 6 sellers, and 12 unchanged among 22 total holders.
The aggregate institutional position in Serina Therapeutics amounted to 429.59K shares as of December 2025, down by 30.05K shares quarter on quarter, and up 110.43K shares year over year.
VANGUARD GROUP INC holds the largest position in SER at 180.01K shares as of December 31, 2025, or 1.74% of 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).
The largest sellers of Serina Therapeutics for the quarter ending December 2025 were 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).
Business Quant data shows the 10 biggest positions in Serina Therapeutics as of December 2025 are held by 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

174,111 Total Shares Held

Rows:

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Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	4,127	31.45%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	0	0.00%	$0.00
UBS Group AG	31 Dec, 2025	-3,033	-87.51%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	2	100.00%	$0.00
Waverly Advisors, LLC	31 Dec, 2025	0	0.00%	$0.00
Piscataqua Savings Bank	31 Dec, 2025	0	0.00%	$0.00
BROADWOOD CAPITAL INC	31 Dec, 2025	-28,711	-34.51%	$0.00
Pacifica Partners Inc.	31 Dec, 2025	0	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	801	2.71%	$0.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	-9	-81.82%	$0.00
Linscomb Wealth, Inc.	31 Dec, 2025	0	0.00%	$0.00
Global Retirement Partners, LLC	31 Dec, 2025	0	0.00%	$0.00
Keel Point, LLC	31 Dec, 2025	0	0.00%	$0.00
Northern Trust Corp	31 Dec, 2025	-455	-3.13%	$0.00
State Street Corp	31 Dec, 2025	0	0.00%	$0.00
HighTower Advisors, LLC	31 Dec, 2025	-6,231	-34.22%	$0.00
Wells Fargo & Company/Mn	31 Dec, 2025	3,602	180,100.00%	$0.00
Tower Research Capital LLC (TRC)	31 Dec, 2025	286	175.46%	$0.00
ALBION FINANCIAL GROUP /UT	31 Dec, 2025	0	0.00%	$0.00
Morgan Stanley	31 Dec, 2025	0	0.00%	$0.00

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