Serve RoboticsSERV

13F holders, Q3 2025 (September 30)
149holders +17
39new positions
23sold out
4famous investors
$11.64avg. 13F price*

At the end of Q3 2025, 149 institutions reported holding Serve Robotics Inc. (SERV) in their 13F filings, up 17 from Q2 2025. 39 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($43.0M), Vanguard Group Inc. ($30.2M) and Uber Technologies, Inc ($24.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions39$20.6M
Exits23$5.4M

All 13F filers, Q2 2025 → Q3 2025: 8,780,559 shares bought and 4,646,588 shares sold, net +4,133,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 149 holders

BlackRock, Inc. 0.00% Add +56.3% 3,697,900 $43.0M
Vanguard Group Inc. 0.00% Add +25.2% 2,594,869 $30.2M
Uber Technologies, Inc 0.44% Reduce -56.4% 2,070,629 $24.1M
Susquehanna International Group, LLP 0.03% Add +280.4% 1,636,475 $19.0M
Citadel Advisors 0.02% Add +1003.6% 1,594,678 $18.5M
Geode Capital Management, LLC 0.00% Add +28.6% 1,129,560 $13.1M
Exchange Traded Concepts, LLC 0.12% Add +11.3% 1,109,001 $12.9M
State Street Corp. 0.00% Add +41.3% 961,914 $11.2M
First Trust Advisors LP 0.01% New 760,111 $8.8M
Legal & General Group Plc 0.00% Add +8.3% 751,834 $8.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +3.0% 743,662 $8.7M
UBS Group AG 0.00% Reduce -21.8% 697,635 $8.1M
Captrust Financial Advisors 0.01% Add +23.0% 589,441 $6.9M
Morgan Stanley 0.00% Reduce -44.7% 488,656 $5.7M
Capital Fund Management S.A. 0.06% Reduce -12.7% 480,286 $5.6M
Nuveen, LLC 0.00% Add +283.0% 404,993 $4.7M
Charles Schwab Investment Management Inc. 0.00% Add +206.7% 401,525 $4.7M
D. E. Shaw & Co. 0.00% New 392,405 $4.6M
Northern Trust Corp. 0.00% Add +13.6% 375,503 $4.4M
Bank of America Corp. 0.00% Reduce -8.1% 369,129 $4.3M
Raymond James Financial Inc. 0.00% Add +10.8% 312,802 $3.6M
Group One Trading LLC 0.09% Add +0.9% 256,154 $3.0M
Wellington Management Group LLP 0.00% New 251,408 $2.9M
National Bank of Canada 0.00% Add +3372.5% 187,409 $2.2M
Goldman Sachs Group Inc. 0.00% Reduce -71.0% 182,975 $2.1M
Commonwealth Equity Services, LLC 0.00% Add +1009.7% 173,499 $2.0M
Main Management ETF Advisors, LLC 0.07% Add +221.7% 165,075 $1.9M
Verition Fund Management LLC 0.01% Add +101.0% 127,515 $1.5M
Bank of New York Mellon Corp 0.00% Add +6.2% 127,340 $1.5M
Two Sigma Investments, LP 0.00% Reduce -43.5% 115,990 $1.3M
Headlands Technologies LLC 0.10% Add +587.3% 112,874 $1.3M
LPL Financial LLC 0.00% Add +53.5% 101,782 $1.2M
Sculptor Capital LP 0.02% No change 92,100 $1.1M
IMC-Chicago, LLC 0.02% Add +150.3% 85,970 $1000K
DNB Asset Management AS 0.00% Add +23.0% 85,769 $997K
Cambria Investment Management, L.P. 0.05% Add +25.0% 74,391 $865K
Cambridge Investment Research Advisors, Inc. 0.00% Add +73.3% 72,172 $839K
Barclays PLC 0.00% Reduce -34.9% 66,587 $774K
Virtu Financial LLC 0.04% Add +39.8% 66,391 $772K
Rhumbline Advisers 0.00% Reduce -2.9% 65,078 $757K
Tudor Investment Corporation 0.00% Reduce -52.2% 61,348 $713K
Harbour Capital Advisors, LLC 0.13% Reduce -3.1% 45,535 $648K
Jump Financial, LLC 0.01% Reduce -23.6% 53,100 $618K
Wolverine Trading, LLC 0.01% Add +50.4% 51,472 $603K
Prelude Capital Management, LLC 0.05% New 50,016 $582K
XTX Topco Ltd 0.03% Reduce -32.9% 49,736 $578K
Walleye Trading LLC 0.01% Add +176.6% 47,241 $549K
Advisory Services Network, LLC 0.01% Add +6.4% 46,448 $540K
PFG Investments, LLC 0.03% Add +30.6% 43,991 $512K
Prosperity Wealth Management, Inc. 0.17% Add +162.5% 42,000 $488K
Inspire Investing, LLC 0.05% New 39,827 $463K
Himension Capital (singapore) Pte. LTD. 0.03% New 39,734 $462K
JPMorgan Chase & Co. 0.00% Add +28.5% 38,422 $447K
Simplex Trading, LLC 0.01% Add +1603.7% 36,765 $427K
Wells Fargo & Company 0.00% Add +19.8% 35,527 $413K
Deutsche Bank AG 0.00% Add +18.4% 35,517 $413K
Gsa Capital Partners LLP 0.03% Reduce -36.0% 33,784 $393K
Royal Bank of Canada 0.00% Add +8.0% 32,873 $383K
CreativeOne Wealth, LLC 0.01% New 30,289 $352K
Chico Wealth RIA 0.23% New 29,473 $343K
MetLife Investment Management, LLC 0.00% No change 28,905 $336K
American Century Companies Inc. 0.00% Add +144.6% 26,062 $303K
T. Rowe Price Associates Inc. 0.00% Add +5.8% 24,813 $289K
Invesco Ltd. 0.00% Add +0.9% 24,755 $288K
Thoroughbred Financial Services, LLC 0.02% Add +9.0% 24,250 $282K
Brevan Howard Capital Management LP 0.00% Add +59.3% 22,937 $267K
Vontobel Holding Ltd. 0.00% Add +6.7% 22,427 $261K
Alliancebernstein L.P. 0.00% New 21,100 $245K
Osaic Holdings, Inc. 0.00% Add +20.6% 21,045 $237K
Wedbush Securities Inc. 0.01% New 20,200 $235K
Intech Investment Management LLC 0.00% Reduce -21.9% 18,380 $214K
Walleye Capital LLC 0.00% Add +123.5% 17,824 $207K
White Pine Capital LLC 0.06% New 17,093 $199K
Phoenix Financial Ltd. 0.00% Add +13.3% 17,000 $198K
Next Capital Management LLC 0.06% No change 16,425 $191K
Manufacturers Life Insurance Company, The 0.00% Reduce -6.6% 15,727 $183K
New York State Common Retirement Fund 0.00% No change 14,800 $172K
Creative Planning 0.00% Add +14.5% 14,800 $172K
Police & Firemen's Retirement System of New Jersey 0.00% Add +29.3% 14,194 $165K
Citigroup Inc. 0.00% Reduce -39.8% 14,127 $164K
Balyasny Asset Management L.P. 0.00% New 14,042 $163K
Sei Investments Co. 0.00% New 13,992 $163K
Oppenheimer & Co. Inc. 0.00% Reduce -75.9% 13,700 $159K
Global Retirement Partners, LLC 0.00% Add +1250.1% 13,501 $157K
Quadrature Capital Ltd 0.00% New 12,847 $149K
Independent Financial Group, LLC 0.00% New 12,833 $149K
Bridgewater Associates 0.00% New 12,779 $149K
Envestnet Asset Management Inc. 0.00% New 11,861 $138K
Wealthfront Advisers LLC 0.00% New 11,240 $131K
Cetera Investment Advisers 0.00% New 11,230 $131K
BNP Paribas Financial Markets 0.00% Add +74.1% 9,278 $108K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +2.4% 8,539 $99K
Caitong International Asset Management Co., Ltd 0.07% Add +258.5% 8,432 $98K
Rockefeller Capital Management L.P. 0.00% New 7,952 $92K
Jones Financial Companies LLLP 0.00% Add +117.2% 6,632 $77K
Russell Investments Group, Ltd. 0.00% New 5,076 $59K
SBI Securities Co., Ltd. 0.00% Add +166.8% 4,218 $49K
FMR LLC 0.00% Add +22.5% 4,171 $49K
Allworth Financial LP 0.00% Add +3.0% 4,017 $47K
Ameritas Investment Partners, Inc. 0.00% Reduce -18.2% 3,916 $46K
California State Teachers Retirement System 0.00% Add +0.1% 2,927 $34K
Bfsg, LLC 0.00% No change 2,375 $28K
Arax Advisory Partners 0.00% New 2,367 $28K
Farther Finance Advisors, LLC 0.00% New 2,355 $27K
Amalgamated Bank 0.00% No change 1,601 $19K
Bogart Wealth, LLC 0.00% Reduce -87.1% 1,550 $18K
Harbour Investments, Inc. 0.00% No change 1,500 $17K
Strategic Wealth Partners, Ltd. 0.00% No change 1,347 $16K
NFSG Corp 0.00% Add +148.9% 1,170 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.8% 1,137 $13K
Federation des caisses Desjardins du Quebec 0.00% No change 915 $11K
Parkside Financial Bank & Trust 0.00% New 875 $10K
EverSource Wealth Advisors, LLC 0.00% Add +7.2% 800 $9K
Armstrong Advisory Group, Inc. 0.00% No change 697 $8K
FNY Investment Advisers, LLC 0.00% New 682 $7K
Cwm, LLC 0.00% Reduce -49.1% 560 $7K
Aspect Partners, LLC 0.00% New 556 $6K
Nisa Investment Advisors, LLC 0.00% No change 517 $6K
Wealthspire Advisors, LLC 0.00% New 516 $6K
Sterling Capital Management LLC 0.00% Add +90.4% 457 $5K
KERR FINANCIAL PLANNING Corp 0.01% — 500 $5K
Principal Securities, Inc. 0.00% Add +21.0% 363 $4K
TD Capital Management LLC 0.00% New 357 $4K
NewEdge Advisors, LLC 0.00% Add +28.9% 335 $4K
Spire Wealth Management 0.00% No change 300 $3K
US Bancorp \de 0.00% Add +110.8% 293 $3K
Sunbelt Securities, Inc. 0.00% New 285 $3K
Larson Financial Group LLC 0.00% Reduce -91.4% 258 $3K
Tsfg, LLC 0.00% No change 281 $3K
CoreCap Advisors, LLC 0.00% Reduce -52.8% 250 $3K
Signaturefd, LLC 0.00% No change 201 $2K
Atlantic Union Bankshares Corp 0.00% New 200 $2K
N.E.W. Advisory Services LLC 0.00% No change 196 $2K
Tradewinds Capital Management, LLC 0.00% No change 180 $2K
Northwestern Mutual Wealth Management Co. 0.00% New 150 $2K
Golden State Wealth Management, LLC 0.00% New 144 $2K
Crowley Wealth Management, Inc. 0.00% New 120 $1K
City State Bank 0.00% No change 100 $1K
Arlington Trust Co LLC 0.00% New 100 $1K
Silver Oak Securities, Incorporated 0.00% New 100 $1K
Ameritas Advisory Services, LLC 0.00% New 100 $1K
SJS Investment Consulting Inc. 0.00% No change 88 $1K
Roble, Belko & Company, Inc 0.00% Add +65.7% 111 $1K
Rothschild Investment LLC 0.00% New 80 $930
GAMMA Investing LLC 0.00% New 55 $640
Hoey Investments, Inc. 0.00% No change 48 $559
Fortitude Family Office, LLC 0.00% New 48 $558
Your Advocates Ltd., LLP 0.00% No change 10 $116
Parallel Advisors, LLC 0.00% No change 9 $105

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