Serina TherapeuticsSER
13F holders, Q3 2025 (September 30)25holders +2
6new positions
4sold out
$5.36avg. 13F price*
At the end of Q3 2025, 25 institutions reported holding Serina Therapeutics Inc. (SER) in their 13F filings, up 2 from Q2 2025. 6 opened new positions and 4 sold out. The largest holders were Vanguard Group Inc. ($965K), Broadwood Capital Inc. ($446K) and Waverly Advisors, LLC ($362K).
- Company
- Serina Therapeutics Inc.
- CUSIP
- 81751A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $183K |
| Exits | 4 | $104K |
All 13F filers, Q2 2025 → Q3 2025: 69,475 shares bought and 20,845 shares sold, net +48,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Vanguard Group Inc. | 0.00% | Add +19.5% | 180,013 | $965K |
| Broadwood Capital Inc. | 0.03% | Reduce -2.4% | 83,195 | $446K |
| Waverly Advisors, LLC | 0.00% | No change | 67,492 | $362K |
| Geode Capital Management, LLC | 0.00% | Add +2.5% | 29,608 | $159K |
| Linscomb Wealth, Inc. | 0.00% | New | 18,800 | $101K |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 18,211 | $98K |
| Keel Point, LLC | 0.01% | No change | 17,774 | $95K |
| Northern Trust Corp. | 0.00% | Reduce -11.9% | 14,537 | $78K |
| BlackRock, Inc. | 0.00% | Add +11.5% | 13,122 | $70K |
| State Street Corp. | 0.00% | New | 12,758 | $68K |
| UBS Group AG | 0.00% | Add +346500.0% | 3,466 | $19K |
| Citigroup Inc. | 0.00% | New | 2,323 | $12K |
| Bank of America Corp. | 0.00% | Add +641.4% | 215 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 163 | $874 |
| Piscataqua Savings Bank | 0.00% | No change | 28 | $150 |
| Advisory Services Network, LLC | 0.00% | New | 14 | $75 |
| JPMorgan Chase & Co. | 0.00% | Add +11.1% | 10 | $54 |
| Osaic Holdings, Inc. | 0.00% | No change | 11 | $54 |
| Morgan Stanley | 0.00% | No change | 8 | $43 |
| Albion Financial Group | 0.00% | No change | 8 | $43 |
| Pacifica Partners Inc. | 0.00% | No change | 8 | $41 |
| Wells Fargo & Company | 0.00% | No change | 2 | $11 |
| BNP Paribas Financial Markets | 0.00% | No change | 2 | $11 |
| Rockefeller Capital Management L.P. | 0.00% | New | 2 | $11 |
| Global Retirement Partners, LLC | 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.