Serina TherapeuticsSER

13F holders, Q4 2024 (December 31)
25holders
0new positions
2sold out
1famous investor
$5.01avg. 13F price*

At the end of Q4 2024, 25 institutions reported holding Serina Therapeutics Inc. (SER) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Broadwood Capital Inc. ($427K), Waverly Advisors, LLC ($338K) and Vanguard Group Inc. ($311K). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
Serina Therapeutics Inc.
CUSIP
81751A108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 13Q1 2024Q2 2024: 20Q2 2024Q3 2024: 25Q3 2024Q4 2024: 25Q4 2024Q1 2025: 25Q1 2025Q2 2025: 23Q2 2025Q3 2025: 25Q3 2025Q4 2025: 22Q4 2025Q1 2026: 25Q1 2026Q2 2026: 27Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits2$26

All 13F filers, Q3 2024 → Q4 2024: 23,756 shares bought and 4,716 shares sold, net +19,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

Broadwood Capital Inc. 0.03% No change 85,219 $427K
Waverly Advisors, LLC 0.01% No change 67,492 $338K
Vanguard Group Inc. 0.00% Add +39.5% 62,073 $311K
Geode Capital Management, LLC 0.00% Add +9.0% 26,196 $131K
HighTower Advisors, LLC 0.00% Reduce 0.0% 22,433 $112K
Keel Point, LLC 0.01% No change 17,774 $89K
Northern Trust Corp. 0.00% Reduce -0.0% 14,786 $74K
Millennium Management 0.00% Reduce -24.4% 14,551 $73K
UBS Group AG 0.00% Add +380800.0% 3,809 $19K
BlackRock, Inc. 0.00% No change 3,572 $18K
Tower Research Capital LLC (TRC) 0.00% Add +25.5% 1,009 $5K
SBI Securities Co., Ltd. 0.00% — 100 $501
Piscataqua Savings Bank 0.00% No change 28 $140
Riggs Asset Managment Co. Inc. 0.00% No change 24 $121
Bank of America Corp. 0.00% No change 24 $120
JPMorgan Chase & Co. 0.00% No change 13 $65
Albion Financial Group 0.00% No change 8 $41
Morgan Stanley 0.00% No change 8 $40
Pacifica Partners Inc. 0.00% No change 8 $39
Osaic Holdings, Inc. 0.00% Reduce -50.0% 5 $25
Strategic Investment Solutions, Inc. 0.00% No change 4 $20
Wells Fargo & Company 0.00% No change 2 $10
BNP Paribas Financial Markets 0.00% No change 2 $10
Ameriflex Group, Inc. 0.00% — 2 $9
Trust Co. of Vermont 0.00% No change 1 $5

"% of holder's portfolio" is SER's weight in each manager's 13F, not the share of Serina Therapeutics Inc. the manager owns.