Serina TherapeuticsSER
13F holders, Q2 2025 (June 30)23holders −2
2new positions
5sold out
$6.16avg. 13F price*
At the end of Q2 2025, 23 institutions reported holding Serina Therapeutics Inc. (SER) in their 13F filings, down 2 from Q1 2025. 2 opened new positions and 5 sold out. The largest holders were Vanguard Group Inc. ($928K), Broadwood Capital Inc. ($525K) and Waverly Advisors, LLC ($416K).
- Company
- Serina Therapeutics Inc.
- CUSIP
- 81751A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $82K |
| Exits | 5 | $141K |
All 13F filers, Q1 2025 → Q2 2025: 107,275 shares bought and 29,919 shares sold, net +77,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Vanguard Group Inc. | 0.00% | Add +130.6% | 150,623 | $928K |
| Broadwood Capital Inc. | 0.03% | No change | 85,219 | $525K |
| Waverly Advisors, LLC | 0.00% | No change | 67,492 | $416K |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 28,884 | $178K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.4% | 17,911 | $110K |
| Keel Point, LLC | 0.01% | No change | 17,774 | $109K |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 16,505 | $102K |
| Susquehanna International Group, LLP | 0.00% | New | 13,237 | $82K |
| BlackRock, Inc. | 0.00% | Add +283.9% | 11,773 | $73K |
| Toronto Dominion Bank | 0.00% | No change | 3,554 | $22K |
| Raymond James Financial Inc. | 0.00% | New | 38 | $234 |
| Bank of America Corp. | 0.00% | Add +11.5% | 29 | $178 |
| Piscataqua Savings Bank | 0.00% | No change | 28 | $172 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 24 | $148 |
| Osaic Holdings, Inc. | 0.00% | Add +10.0% | 11 | $67 |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.0% | 9 | $55 |
| Albion Financial Group | 0.00% | No change | 8 | $50 |
| Morgan Stanley | 0.00% | No change | 8 | $49 |
| Pacifica Partners Inc. | 0.00% | No change | 8 | $49 |
| Wells Fargo & Company | 0.00% | No change | 2 | $12 |
| BNP Paribas Financial Markets | 0.00% | No change | 2 | $12 |
| UBS Group AG | 0.00% | Reduce -99.9% | 1 | $6 |
| Global Retirement Partners, LLC | 0.00% | — | 1 | $6 |
"% of holder's portfolio" is SER's weight in each manager's 13F, not the share of Serina Therapeutics Inc. the manager owns.