Serve Robotics SERV Institutional Ownership

NASDAQ SERV
$4.66 -0.24 (-4.99%)
As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

199 Institutions
Increased 133 66.8%
Unchanged 34 17.1%
Reduced 32 16.1%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
41.16%
-0.46 pp QoQ
Shares Held by Institutions
33.05Mn
of 80.31Mn outstanding
+30.30% QoQ
Shares Outstanding
80.31Mn
47.26Mn held outside 13F filers
Institutional Investors
199
filed 13F for Jun 2026
+2 vs prior quarter
Net Shares Added (QoQ)
+7.69Mn
accumulated since last quarter
Value of Holdings
$163.61Mn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter
Net over range
Accumulating quarters

Ownership Summary

Quarter ending 30 Jun, 2026

Serve Robotics Inc. /DE/ (NASDAQ:SERV) is held by 199 institutional investors per 13F filings through June 2026.

Form 13F Holdings

199 Institutional Holders

Report period 30 Jun, 2026
Total shares held 33.05Mn
Of outstanding 41.16%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 6,040,854 7.52% 1,190,622 +24.55% $39.75Mn
2 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 2,931,905 3.65% 160,144 +5.78% $19.29Mn
3 State Street Corp 0000093751 2,456,658 3.06% 1,168,714 +90.74% $16.16Mn
4 GEODE CAPITAL MANAGEMENT, LLC 0001214717 1,755,095 2.19% 208,429 +13.48% $11.55Mn
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0001446194 1,541,027 1.92% 706,149 +84.58% $10.14Mn
6 EXCHANGE TRADED CONCEPTS, LLC 0001457320 1,522,616 1.90% 74,636 -4.67% $10.02Mn
7 Legal & General Group Plc 0000764068 1,371,454 1.71% 263,595 +23.79% $8.41Mn
8 FIRST TRUST ADVISORS LP 0001125816 1,167,709 1.45% 208,856 +21.78% $7.68Mn
9 Morgan Stanley 0000895421 857,318 1.07% 170,367 +24.80% $5.64Mn
10 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0001705339 815,926 1.02% 14,879 +1.86% $5.33Mn
11 CAPTRUST FINANCIAL ADVISORS 0001512024 788,465 0.98% 27,329 +3.59% $5.19Mn
12 UBS Group AG 0001610520 695,130 0.87% 213,312 +44.27% $4.57Mn
13 Nuveen, LLC 0001871926 614,892 0.77% 6,127 +1.01% $4.05Mn
14 Northern Trust Corp 0000073124 606,373 0.76% 73,602 +13.81% $3.99Mn
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 504,252 0.63% 7,212 -1.41% $3.32Mn
15 Sixth Street Partners Management Company, L.P. 0001812095 504,252 0.63% 504,252 0.00% $3.32Mn
16 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 483,620 0.60% 96,620 +24.97% $3.18Mn
17 VANGUARD FIDUCIARY TRUST CO 0000933478 423,146 0.53% 7,258 +1.75% $2.78Mn
18 CITADEL ADVISORS LLC 0001423053 358,163 0.45% 158,723 -30.71% $2.36Mn
19 LPL Financial LLC 0001403438 280,996 0.35% 24,923 +9.73% $1.85Mn