Serve Robotics SERV Institutional Ownership

NASDAQ SERV

$3.06 +0.01 (+0.33%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

197 Institutions

Increased 132 67.0%

Unchanged 33 16.8%

Reduced 32 16.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

37.63%

▼-3.56 pp QoQ

Shares Held by Institutions

32.55Mn

of 86.50Mn outstanding

▲+3.96% QoQ

Shares Outstanding

86.50Mn

53.95Mn held outside 13F filers

Institutional Investors

197

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+1.24Mn

accumulated since last quarter

Value of Holdings

$99.27Mn

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

Updated Oct 11, 2026

Serve Robotics Inc. (NASDAQ:SERV) counted 197 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Together they owned 37.63% of the outstanding stock in Q2 2026, down from 41.19% a quarter earlier.
Total holdings of SERV shares rose 3.96% from Q1 2026, and the holder count rose 53.91% from Q2 2025.
Of the 197 holders of SERV in Q2 2026, 132 added to their positions, 32 reduced their stakes and 33 left their positions unchanged.
Institutional investors held 32.55Mn shares of Serve Robotics in total at the end of Q2 2026, up 1.24Mn from the prior quarter and up 12.86Mn from a year earlier.
BlackRock, Inc. led 13F holders of SERV with 6.04Mn shares as of June 30, 2026, or 6.98% of shares outstanding.
The largest position increases in SERV for Q2 2026 were by BlackRock, Inc. (+1.19Mn shares), State Street Corp (+1.17Mn shares), Susquehanna International Group, LLP (+706.15K shares), Legal & General Group PLC (+263.6K shares) and UBS Group AG (+213.31K shares).
Among holders that kept a stake in Serve Robotics, the biggest sellers in Q2 2026 were National Bank of Canada (-241.08K shares), Sculptor Capital LP (-200.3K shares), Citadel Advisors LLC (-158.72K shares), Raymond James Financial Inc (-157.28K shares) and Brevan Howard Capital Management LP (-93.41K shares).
Serve Robotics' 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (6.04Mn shares), Vanguard Capital Management LLC (2.93Mn shares), State Street Corp (2.46Mn shares), Geode Capital Management, LLC (1.76Mn shares), Susquehanna International Group, LLP (1.54Mn shares), Exchange Traded Concepts, LLC (1.52Mn shares), Legal & General Group PLC (1.37Mn shares), First Trust Advisors LP (1.17Mn shares), Morgan Stanley (857.32K shares) and Mirae Asset Global ETFS Holdings Ltd. (815.93K shares), per Business Quant data.

Form 13F Holdings

197 Institutional Holders

Report period 30 Jun, 2026

Total shares held 32.55Mn

Of outstanding 37.63%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	6,040,854	6.98%	▲1,190,622	+24.55%	$39.75Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,931,905	3.39%	▲160,144	+5.78%	$19.29Mn
3	State Street Corp	0000093751	2,456,658	2.84%	▲1,168,714	+90.74%	$16.16Mn
4	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,755,095	2.03%	▲208,429	+13.48%	$11.55Mn
5	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	1,541,027	1.78%	▲706,149	+84.58%	$10.14Mn
6	EXCHANGE TRADED CONCEPTS, LLC	0001457320	1,522,616	1.76%	▼74,636	-4.67%	$10.02Mn
7	Legal & General Group Plc	0000764068	1,371,454	1.59%	▲263,595	+23.79%	$8.41Mn
8	FIRST TRUST ADVISORS LP	0001125816	1,167,709	1.35%	▲208,856	+21.78%	$7.68Mn
9	Morgan Stanley	0000895421	857,318	0.99%	▲170,367	+24.80%	$5.64Mn
10	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	815,926	0.94%	▲14,879	+1.86%	$5.33Mn
11	CAPTRUST FINANCIAL ADVISORS	0001512024	788,465	0.91%	▲27,329	+3.59%	$5.19Mn
12	UBS Group AG	0001610520	695,130	0.80%	▲213,312	+44.27%	$4.57Mn
13	Nuveen, LLC	0001871926	614,892	0.71%	▲6,127	+1.01%	$4.05Mn
14	Northern Trust Corp	0000073124	606,373	0.70%	▲73,602	+13.81%	$3.99Mn
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	504,252	0.58%	▼7,212	-1.41%	$3.32Mn
16	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	483,620	0.56%	▲96,620	+24.97%	$3.18Mn
17	VANGUARD FIDUCIARY TRUST CO	0000933478	423,146	0.49%	▲7,258	+1.75%	$2.78Mn
18	CITADEL ADVISORS LLC	0001423053	358,163	0.41%	▼158,723	-30.71%	$2.36Mn
19	LPL Financial LLC	0001403438	280,996	0.32%	▲24,923	+9.73%	$1.85Mn
20	TUDOR INVESTMENT CORP ET AL	0000923093	272,448	0.31%	▲272,448	0.00%	$1.79Mn

Showing 1 to 20 of 197 holders