Serve Robotics SERV Institutional Ownership

NASDAQ SERV

$4.63 +0.20 (+4.51%)

At close: Sep 29, 2026 · 4:00 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%

▼-0.42 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

▲+1 vs prior quarter

Net Shares Added (QoQ)

+7.69Mn

accumulated since last quarter

Value of Holdings

$146.42Mn

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.

Collectively, these holders controlled 41.2% of Serve Robotics's outstanding shares in June 2026, down from 41.6% in March 2026.
Their total shares held in SERV increased 30.3% from the prior quarter, while the number of investors in Serve Robotics increased 53.08% year over year.
During the quarter, 133 of these 199 funds increased positions in SERV, 32 reduced exposure, and 34 held steady.
In total, institutional investors held 33.05Mn shares in Serve Robotics as of June 2026, up by 7.69Mn shares quarter on quarter, and up 13.36Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Serve Robotics with 6.04Mn shares, accounting for 7.52% of total shares outstanding.
Top purchasers of SERV stock for the quarter ending June 2026 included BlackRock, Inc. (1.19Mn), State Street Corp (1.17Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (706.15K), Sixth Street Partners Management Company, L.P. (504.25K), TUDOR INVESTMENT CORP ET AL (272.45K).
Leading sellers of Serve Robotics shares for the quarter ending June 2026 were NATIONAL BANK OF CANADA /FI/ (241.08K), Sculptor Capital LP (200.3K), CITADEL ADVISORS LLC (158.72K), Raymond James Financial Inc (157.28K), Brevan Howard Capital Management LP (93.4K).
Business Quant data shows the 10 biggest positions in Serve Robotics as of June 2026 are held by BlackRock, Inc. (6.04Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.93Mn), State Street Corp (2.46Mn), GEODE CAPITAL MANAGEMENT, LLC (1.76Mn), SUSQUEHANNA INTERNATIONAL GROUP, LLP (1.54Mn), EXCHANGE TRADED CONCEPTS, LLC (1.52Mn), Legal & General Group Plc (1.37Mn), FIRST TRUST ADVISORS LP (1.17Mn), Morgan Stanley (857.32K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (815.93K).

Form 13F Holdings

199 Institutional Holders

Report period 30 Jun, 2026

Total shares held 33.05Mn

Of outstanding 41.16%

#	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

Showing 1 to 20 of 199 holders