Serina TherapeuticsSER
13F holders, Q2 2026 (June 30)27holders +2
4new positions
3sold out
$1.94avg. 13F price*
At the end of Q2 2026, 27 institutions reported holding Serina Therapeutics Inc. (SER) in their 13F filings, up 2 from Q1 2026. 4 opened new positions and 3 sold out. The largest holders were Sio Capital Management, LLC ($1.9M), Vanguard Capital Management LLC ($315K) and Waverly Advisors, LLC ($131K).
- Company
- Serina Therapeutics Inc.
- CUSIP
- 81751A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $41K |
| Exits | 3 | $743 |
All 13F filers, Q1 2026 → Q2 2026: 28,772 shares bought and 94,682 shares sold, net −65,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Sio Capital Management, LLC | 0.33% | No change | 1,000,000 | $1.9M |
| Vanguard Capital Management LLC | 0.00% | Add +1.9% | 162,198 | $315K |
| Waverly Advisors, LLC | 0.00% | No change | 67,492 | $131K |
| Geode Capital Management, LLC | 0.00% | Reduce -21.5% | 51,007 | $99K |
| Keel Point, LLC | 0.00% | No change | 21,508 | $42K |
| Northern Trust Corp. | 0.00% | New | 20,771 | $40K |
| Vanguard Fiduciary Trust Co. | 0.00% | No change | 20,009 | $39K |
| Avidian Wealth Enterprises, LLC | 0.00% | No change | 18,800 | $36K |
| Jane Street Group, LLC | 0.00% | Reduce -61.0% | 15,444 | $30K |
| State Street Corp. | 0.00% | No change | 12,758 | $25K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -6.0% | 3,744 | $7K |
| Wells Fargo & Company | 0.00% | Add +0.1% | 3,611 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +204.9% | 2,570 | $5K |
| BlackRock, Inc. | 0.00% | Reduce -95.9% | 2,378 | $5K |
| Osaic Holdings, Inc. | 0.00% | Add +100.0% | 2,002 | $4K |
| UBS Group AG | 0.00% | Add +26840.0% | 1,347 | $3K |
| Barclays PLC | 0.00% | New | 545 | $1K |
| Piscataqua Savings Bank | 0.00% | No change | 28 | $54 |
| Morgan Stanley | 0.00% | Add +75.0% | 14 | $28 |
| Albion Financial Group | 0.00% | No change | 8 | $16 |
| Pacifica Partners Inc. | 0.00% | No change | 8 | $15 |
| BNP Paribas Financial Markets | 0.00% | No change | 2 | $4 |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2 | $4 |
| JPMorgan Chase & Co. | 0.00% | New | 1 | $2 |
| Global Retirement Partners, LLC | 0.00% | — | 1 | $2 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $2 |
| Avion Wealth | 0.00% | New | 312 | $0 |
"% of holder's portfolio" is SER's weight in each manager's 13F, not the share of Serina Therapeutics Inc. the manager owns.