Serina TherapeuticsSER

13F holders, Q4 2025 (December 31)
22holders −3
0new positions
3sold out
$1.91avg. 13F price*

At the end of Q4 2025, 22 institutions reported holding Serina Therapeutics Inc. (SER) in their 13F filings, down 3 from Q3 2025. 0 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($344K), Waverly Advisors, LLC ($129K) and Broadwood Capital Inc. ($104K).

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits3$13K

All 13F filers, Q3 2025 → Q4 2025: 8,816 shares bought and 40,998 shares sold, net −32,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Vanguard Group Inc. 0.00% No change 180,013 $344K
Waverly Advisors, LLC 0.00% No change 67,492 $129K
Broadwood Capital Inc. 0.01% Reduce -34.5% 54,484 $104K
Geode Capital Management, LLC 0.00% Add +2.7% 30,409 $58K
Linscomb Wealth, Inc. 0.00% No change 18,800 $36K
Keel Point, LLC 0.00% No change 17,774 $34K
BlackRock, Inc. 0.00% Add +31.4% 17,249 $33K
Northern Trust Corp. 0.00% Reduce -3.1% 14,082 $27K
State Street Corp. 0.00% No change 12,758 $24K
HighTower Advisors, LLC 0.00% Reduce -34.2% 11,980 $23K
Wells Fargo & Company 0.00% Add +180100.0% 3,604 $7K
Tower Research Capital LLC (TRC) 0.00% Add +175.5% 449 $859
UBS Group AG 0.00% Reduce -87.5% 433 $829
Piscataqua Savings Bank 0.00% No change 28 $53
Pacifica Partners Inc. 0.00% No change 8 $17
Albion Financial Group 0.00% No change 8 $16
Morgan Stanley 0.00% No change 8 $15
Bank of America Corp. 0.00% Reduce -98.6% 3 $6
BNP Paribas Financial Markets 0.00% No change 2 $4
Rockefeller Capital Management L.P. 0.00% No change 2 $4
Osaic Holdings, Inc. 0.00% Reduce -81.8% 2 $2
Global Retirement Partners, LLC 0.00% No change 1 $2

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