Serina TherapeuticsSER

13F holders, Q1 2026 (March 31)
25holders +3
7new positions
5sold out
$1.94avg. 13F price*

At the end of Q1 2026, 25 institutions reported holding Serina Therapeutics Inc. (SER) in their 13F filings, up 3 from Q4 2025. 7 opened new positions and 5 sold out. The largest holders were Sio Capital Management, LLC ($1.9M), Vanguard Capital Management LLC ($309K) and Waverly Advisors, LLC ($131K).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$2.1M
Exits5$190K

All 13F filers, Q4 2025 → Q1 2026: 1,143,159 shares bought and 99,777 shares sold, net +1,043,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

Sio Capital Management, LLC 0.28% New 1,000,000 $1.9M
Vanguard Capital Management LLC 0.00% — 159,136 $309K
Waverly Advisors, LLC 0.00% No change 67,492 $131K
Geode Capital Management, LLC 0.00% Add +113.7% 64,973 $126K
BlackRock, Inc. 0.00% Add +237.8% 58,264 $113K
Jane Street Group, LLC 0.00% New 39,653 $77K
Keel Point, LLC 0.00% Add +21.0% 21,508 $42K
Vanguard Fiduciary Trust Co. 0.00% — 20,009 $39K
Avidian Wealth Enterprises, LLC 0.00% New 18,800 $36K
State Street Corp. 0.00% No change 12,758 $25K
Caitong International Asset Management Co., Ltd 0.00% New 3,982 $8K
Wells Fargo & Company 0.00% Add +0.1% 3,606 $7K
Osaic Holdings, Inc. 0.00% Add +49950.0% 1,001 $2K
Tower Research Capital LLC (TRC) 0.00% Add +87.8% 843 $2K
Vanguard Global Advisers, LLC 0.00% — 368 $714
Piscataqua Savings Bank 0.00% No change 28 $54
Advisory Services Network, LLC 0.00% New 14 $27
Morgan Stanley 0.00% No change 8 $16
Albion Financial Group 0.00% No change 8 $16
Pacifica Partners Inc. 0.00% No change 8 $16
UBS Group AG 0.00% Reduce -98.8% 5 $10
BNP Paribas Financial Markets 0.00% No change 2 $4
Rockefeller Capital Management L.P. 0.00% No change 2 $4
Farther Finance Advisors, LLC 0.00% New 1 $2
Federation des caisses Desjardins du Quebec 0.00% New 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.