Serve RoboticsSERV

13F holders, Q4 2024 (December 31)
95holders +41
50new positions
13sold out
2famous investors
$13.54avg. 13F price*

At the end of Q4 2024, 95 institutions reported holding Serve Robotics Inc. (SERV) in their 13F filings, up 41 from Q3 2024. 50 opened new positions and 13 sold out. The largest holders were Uber Technologies, Inc ($71.5M), Vanguard Group Inc. ($17.2M) and National Bank of Canada ($9.9M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Serve Robotics Inc.
CUSIP
81758H106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q2 2024: 23Q2 2024Q3 2024: 54Q3 2024Q4 2024: 95Q4 2024Q1 2025: 119Q1 2025Q2 2025: 132Q2 2025Q3 2025: 149Q3 2025Q4 2025: 186Q4 2025Q1 2026: 198Q1 2026Q2 2026: 195Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions50$43.1M
Exits13$38.0M

All 13F filers, Q3 2024 → Q4 2024: 4,157,822 shares bought and 6,158,753 shares sold, net −2,000,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 95 holders

Uber Technologies, Inc 1.47% — 5,298,833 $71.5M
Vanguard Group Inc. 0.00% Add +74.6% 1,274,303 $17.2M
National Bank of Canada 0.01% New 733,100 $9.9M
Yong Rong (HK) Asset Management Ltd 4.16% Reduce -41.9% 704,000 $9.5M
Exchange Traded Concepts, LLC 0.18% New 671,545 $9.1M
BlackRock, Inc. 0.00% Add +57.6% 528,083 $7.1M
Legal & General Group Plc 0.00% New 447,164 $6.6M
Captrust Financial Advisors 0.01% New 271,994 $3.7M
UBS Group AG 0.00% New 249,992 $3.4M
Geode Capital Management, LLC 0.00% Add +36.6% 178,780 $2.4M
Raymond James Financial Inc. 0.00% — 146,492 $2.0M
Jane Street Group, LLC 0.00% Add +13.0% 109,185 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 94,712 $1.4M
Schonfeld Strategic Advisors LLC 0.01% New 100,309 $1.4M
Morgan Stanley 0.00% Add +425.4% 91,447 $1.2M
Goldman Sachs Group Inc. 0.00% New 78,120 $1.1M
Harbour Capital Advisors, LLC 0.21% Add +102.3% 50,365 $958K
Two Sigma Investments, LP 0.00% New 60,404 $815K
State Street Corp. 0.00% Add +35.4% 56,718 $766K
683 Capital Management, LLC 0.08% New 52,500 $709K
Tidal Investments LLC 0.01% Add +57.6% 51,846 $700K
Millennium Management 0.00% Reduce -67.3% 46,067 $622K
Man Group plc 0.00% New 34,556 $467K
Virtu Financial LLC 0.02% New 34,440 $465K
PFG Investments, LLC 0.03% Reduce -30.1% 32,498 $439K
OMERS ADMINISTRATION Corp 0.00% New 31,900 $431K
Northern Trust Corp. 0.00% Add +178.0% 31,633 $427K
LPL Financial LLC 0.00% New 21,765 $294K
DNB Asset Management AS 0.00% Add +52.3% 21,356 $288K
Oppenheimer & Co. Inc. 0.00% New 20,777 $280K
Bank of Montreal 0.00% Reduce -62.7% 20,013 $270K
Susquehanna International Group, LLP 0.00% Reduce -94.2% 19,171 $259K
Engineers Gate Manager LP 0.00% New 18,761 $253K
Commonwealth Equity Services, LLC 0.00% New 18,354 $248K
Corton Capital Inc. 0.14% New 17,466 $236K
Prosperity Wealth Management, Inc. 0.10% New 17,200 $232K
Jefferies Financial Group Inc. 0.00% Add +30.3% 17,200 $232K
Choreo, LLC 0.00% New 14,977 $229K
Compound Planning, Inc. 0.01% New 15,474 $209K
Clare Market Investments LLC 0.05% New 15,200 $205K
PEAK6 LLC 0.01% — 14,485 $196K
Group One Trading LLC 0.01% Reduce -71.6% 13,496 $182K
Prelude Capital Management, LLC 0.01% New 13,000 $176K
Scientech Research LLC 0.04% Add +1.9% 11,574 $156K
CreativeOne Wealth, LLC 0.00% New 11,567 $156K
One Wealth Management Investment & Advisory Services, LLC 0.24% New 11,380 $154K
Charles Schwab Investment Management Inc. 0.00% New 11,183 $151K
Balboa Wealth Partners 0.03% New 11,145 $150K
Wells Fargo & Company 0.00% Add +294.0% 10,855 $147K
Stephens Inc. 0.00% New 10,550 $142K
Cambridge Investment Research Advisors, Inc. 0.00% New 10,400 $140K
Belvedere Trading LLC 0.01% New 9,590 $129K
SG Americas Securities, LLC 0.00% New 8,450 $114K
Citigroup Inc. 0.00% Add +524.5% 7,481 $101K
Tower Research Capital LLC (TRC) 0.00% Reduce -32.1% 6,219 $84K
Bfsg, LLC 0.01% No change 4,750 $64K
Royal Bank of Canada 0.00% Reduce -81.2% 4,286 $58K
Osaic Holdings, Inc. 0.00% Add +250.2% 3,726 $50K
Larson Financial Group LLC 0.00% No change 3,300 $45K
CIBC Private Wealth Group LLC 0.00% New 2,513 $42K
Bogart Wealth, LLC 0.00% New 2,725 $37K
Blue Trust, Inc. 0.00% New 2,000 $27K
AlphaMark Advisors, LLC 0.01% Reduce -33.7% 1,665 $22K
Jones Financial Companies LLLP 0.00% Add +93.5% 1,500 $20K
Principal Securities, Inc. 0.00% No change 1,250 $17K
Allworth Financial LP 0.00% New 900 $16K
FMR LLC 0.00% New 1,150 $16K
Truvestments Capital LLC 0.00% New 1,128 $15K
JPMorgan Chase & Co. 0.00% No change 855 $12K
Tucker Asset Management LLC 0.00% New 826 $11K
Armstrong Advisory Group, Inc. 0.00% No change 697 $9K
Federation des caisses Desjardins du Quebec 0.00% New 615 $8K
PNC Financial Services Group, Inc. 0.00% No change 550 $7K
Harbour Investments, Inc. 0.00% New 500 $7K
Valley National Advisers Inc. 0.00% No change 500 $6K
Concourse Financial Group Securities, Inc. 0.00% Add +44.4% 325 $6K
Physician Wealth Advisors, Inc. 0.00% New 417 $6K
Spire Wealth Management 0.00% New 300 $4K
CoreCap Advisors, LLC 0.00% No change 280 $4K
Parallel Advisors, LLC 0.00% Add +2460.0% 256 $3K
Missouri Trust & Investment Co 0.00% No change 250 $3K
NFSG Corp 0.00% No change 250 $3K
Citadel Advisors 0.00% New 219 $3K
Capital A Wealth Management, LLC 0.00% — 215 $3K
Avior Wealth Management, LLC 0.00% New 197 $3K
Bank of America Corp. 0.00% Reduce -100.0% 160 $2K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -98.9% 93 $1K
Stonebridge Financial Group, LLC 0.00% — 100 $1K
Salem Investment Counselors Inc. 0.00% New 100 $1K
Signaturefd, LLC 0.00% Add +733.3% 100 $1K
Roble, Belko & Company, Inc 0.00% New 67 $1K
Cwm, LLC 0.00% New 100 $1K
Hoey Investments, Inc. 0.00% New 48 $648
Macquarie Group Ltd. 0.00% New 44,708 $604
BNP Paribas Financial Markets 0.00% New 5 $68

"% of holder's portfolio" is SERV's weight in each manager's 13F, not the share of Serve Robotics Inc. the manager owns.