Serve RoboticsSERV

13F holders, Q4 2025 (December 31)
186holders +37
52new positions
22sold out
3famous investors
$10.39avg. 13F price*

At the end of Q4 2025, 186 institutions reported holding Serve Robotics Inc. (SERV) in their 13F filings, up 37 from Q3 2025. 52 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($49.6M), Vanguard Group Inc. ($37.4M) and Uber Technologies, Inc ($21.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions52$15.8M
Exits22$7.5M

All 13F filers, Q3 2025 → Q4 2025: 6,779,607 shares bought and 3,293,467 shares sold, net +3,486,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 186 holders

BlackRock, Inc. 0.00% Add +29.2% 4,778,761 $49.6M
Vanguard Group Inc. 0.00% Add +39.0% 3,605,911 $37.4M
Uber Technologies, Inc 0.51% No change 2,070,629 $21.5M
Geode Capital Management, LLC 0.00% Add +29.1% 1,457,965 $15.1M
Exchange Traded Concepts, LLC 0.11% Add +12.5% 1,247,559 $12.9M
State Street Corp. 0.00% Add +29.5% 1,245,411 $12.9M
First Trust Advisors LP 0.01% Add +34.5% 1,022,459 $10.6M
Legal & General Group Plc 0.00% Add +11.7% 839,933 $8.9M
Susquehanna International Group, LLP 0.01% Reduce -48.4% 844,300 $8.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.1% 774,086 $8.0M
Capital Fund Management S.A. 0.07% Add +50.5% 722,961 $7.5M
Captrust Financial Advisors 0.01% Add +19.9% 707,002 $7.3M
Citadel Advisors 0.01% Reduce -56.6% 691,740 $7.2M
Nuveen, LLC 0.00% Add +50.2% 608,205 $6.3M
UBS Group AG 0.00% Reduce -23.5% 533,906 $5.5M
Charles Schwab Investment Management Inc. 0.00% Add +23.3% 494,999 $5.1M
Northern Trust Corp. 0.00% Add +30.6% 490,319 $5.1M
Creek Drive Management Group LLC 3.65% — 473,200 $4.9M
Morgan Stanley 0.00% Reduce -11.8% 430,919 $4.5M
Raymond James Financial Inc. 0.00% Add +9.3% 341,771 $3.5M
National Bank of Canada 0.00% Add +64.8% 308,935 $3.2M
Group One Trading LLC 0.08% Add +3.9% 266,114 $2.8M
Point72 Asset Management 0.00% New 264,477 $2.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% — 242,000 $2.5M
DNB Asset Management AS 0.01% Add +178.9% 239,205 $2.5M
Walleye Trading LLC 0.04% Add +350.9% 213,003 $2.2M
Davidson Kempner Capital Management LP 0.04% New 200,000 $2.1M
Commonwealth Equity Services, LLC 0.00% Add +0.4% 174,180 $1.8M
VARCOV Co. 0.69% — 168,672 $1.8M
Main Management ETF Advisors, LLC 0.06% Add +1.0% 166,779 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -16.6% 152,566 $1.6M
LPL Financial LLC 0.00% Add +49.9% 152,528 $1.6M
Bank of New York Mellon Corp 0.00% Add +19.3% 151,900 $1.6M
Headlands Technologies LLC 0.12% Add +27.3% 143,653 $1.5M
Walleye Capital LLC 0.01% Add +703.4% 143,203 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 139,670 $1.4M
Jupiter Asset Management Ltd. 0.01% New 137,477 $1.4M
IMC-Chicago, LLC 0.02% Add +51.9% 130,571 $1.4M
D. E. Shaw & Co. 0.00% Reduce -70.7% 114,935 $1.2M
Two Sigma Investments, LP 0.00% Reduce -2.9% 112,647 $1.2M
Swiss National Bank 0.00% New 112,000 $1.2M
Bank of America Corp. 0.00% Reduce -70.5% 108,832 $1.1M
HSBC Holdings PLC 0.00% New 102,250 $1.1M
Barclays PLC 0.00% Add +46.3% 97,425 $1.0M
Simplex Trading, LLC 0.03% Add +161.4% 96,112 $998K
Sculptor Capital LP 0.02% No change 92,100 $956K
Wells Fargo & Company 0.00% Add +139.3% 85,015 $882K
Deeter Investments LLP 0.18% — 80,503 $836K
Sphera Management Technology Funds Ltd 0.43% New 80,000 $830K
Verition Fund Management LLC 0.00% Reduce -39.7% 76,944 $799K
AlphaCentric Advisors LLC 0.78% — 75,000 $779K
Rhumbline Advisers 0.00% Add +4.4% 67,959 $705K
Cambria Investment Management, L.P. 0.04% Reduce -19.8% 59,635 $619K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -20.1% 57,666 $599K
Deutsche Bank AG 0.00% Add +57.2% 55,836 $580K
Alliancebernstein L.P. 0.00% Add +161.6% 55,200 $573K
California State Teachers Retirement System 0.00% Add +1775.7% 54,901 $570K
Scientech Research LLC 0.35% New 54,095 $562K
Caitong International Asset Management Co., Ltd 0.13% Add +527.1% 52,874 $549K
PFG Investments, LLC 0.02% Add +15.4% 50,766 $527K
Advisory Services Network, LLC 0.01% Add +1.4% 47,106 $489K
Inspire Investing, LLC 0.04% Add +13.3% 45,138 $469K
American Century Companies Inc. 0.00% Add +72.5% 44,969 $467K
JPMorgan Chase & Co. 0.00% Add +16.1% 44,613 $463K
Harbour Capital Advisors, LLC 0.09% Reduce -14.8% 38,810 $459K
T. Rowe Price Associates Inc. 0.00% Add +77.7% 44,084 $458K
Royal Bank of Canada 0.00% Add +23.6% 40,635 $421K
Themes Management Co LLC 0.33% — 40,326 $419K
Himension Capital (singapore) Pte. LTD. 0.03% Reduce -0.3% 39,619 $411K
White Pine Capital LLC 0.11% Add +125.6% 38,569 $400K
Invesco Ltd. 0.00% Add +43.1% 35,433 $368K
MetLife Investment Management, LLC 0.00% Add +22.4% 35,393 $367K
Osaic Holdings, Inc. 0.00% Add +61.4% 33,967 $353K
Citigroup Inc. 0.00% Add +135.4% 33,258 $345K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 31,730 $329K
WCG Wealth Advisors LLC 0.01% New 30,562 $317K
IFP Advisors, Inc 0.01% New 29,809 $309K
Vontobel Holding Ltd. 0.00% Add +30.9% 29,348 $305K
Janus Henderson Group PLC 0.00% New 28,400 $295K
Wedbush Securities Inc. 0.01% Add +33.1% 26,880 $279K
Brevan Howard Capital Management LP 0.01% Add +12.6% 25,830 $268K
Thoroughbred Financial Services, LLC 0.01% No change 24,250 $251K
Aquatic Capital Management LLC 0.01% New 24,079 $250K
Purpose Unlimited Inc. 0.01% — 22,804 $237K
Polen Capital Management LLC 0.00% New 21,833 $227K
Axq Capital, LP 0.05% New 21,565 $224K
Envestnet Asset Management Inc. 0.00% Add +70.0% 20,158 $209K
Quantbot Technologies LP 0.01% New 19,662 $204K
Manufacturers Life Insurance Company, The 0.00% Add +20.1% 18,886 $196K
Laffer Tengler Investments, Inc. 0.03% New 18,355 $191K
Creative Planning 0.00% Add +23.8% 18,319 $190K
International Assets Investment Management, LLC 0.01% New 17,550 $182K
McAdam, LLC 0.01% New 16,955 $176K
Police & Firemen's Retirement System of New Jersey 0.00% Add +18.2% 16,773 $174K
Jones Financial Companies LLLP 0.00% Add +151.9% 16,704 $173K
Phoenix Financial Ltd. 0.00% No change 17,000 $172K
Next Capital Management LLC 0.05% No change 16,425 $170K
Sanctuary Advisors, LLC 0.00% New 16,361 $170K
Oppenheimer & Co. Inc. 0.00% Add +19.3% 16,350 $170K
Virtu Financial LLC 0.01% Reduce -75.9% 16,024 $166K
Arizona State Retirement System 0.00% New 15,733 $163K
New York State Common Retirement Fund 0.00% No change 14,800 $154K
Sei Investments Co. 0.00% Add +3.4% 14,473 $150K
Intech Investment Management LLC 0.00% Reduce -21.6% 14,413 $150K
Balyasny Asset Management L.P. 0.00% Add +2.5% 14,392 $149K
BNP Paribas Financial Markets 0.00% Add +43.0% 13,263 $138K
KLP Kapitalforvaltning As 0.00% New 12,100 $126K
AlphaQuest LLC 0.01% New 12,063 $125K
Foundations Investment Advisors, LLC 0.00% New 11,868 $123K
HighTower Advisors, LLC 0.00% New 11,508 $119K
Wealthfront Advisers LLC 0.00% Add +2.2% 11,489 $119K
ProShare Advisors LLC 0.00% New 11,423 $119K
Walser Wealth Management Company, A Ltd Liability Co 0.06% — 11,050 $115K
Voya Investment Management LLC 0.00% New 10,772 $112K
Cetera Investment Advisers 0.00% Reduce -4.3% 10,741 $111K
Stifel Financial Corp. 0.00% New 10,685 $111K
Mercer Global Advisors Inc. 0.00% New 10,259 $106K
Sigma Planning Corp 0.00% New 10,146 $105K
AdvisorShares Investments LLC 0.02% New 10,082 $105K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +9.0% 9,308 $97K
NFSG Corp 0.01% Add +675.2% 9,070 $94K
FMR LLC 0.00% Add +110.7% 8,790 $91K
SBI Securities Co., Ltd. 0.00% Add +97.5% 8,332 $86K
Russell Investments Group, Ltd. 0.00% Add +38.0% 7,003 $73K
Ameritas Investment Partners, Inc. 0.00% Add +29.6% 5,075 $53K
Kestra Advisory Services, LLC 0.00% New 3,755 $39K
Harbour Investments, Inc. 0.00% Add +149.3% 3,740 $39K
Cwm, LLC 0.00% Add +514.1% 3,439 $36K
Allworth Financial LP 0.00% Reduce -15.6% 3,391 $35K
EverSource Wealth Advisors, LLC 0.00% Add +299.0% 3,192 $33K
Quadrant Capital Group LLC 0.00% New 3,000 $31K
Rockefeller Capital Management L.P. 0.00% Reduce -63.9% 2,872 $30K
Bfsg, LLC 0.00% No change 2,375 $25K
Arax Advisory Partners 0.00% Reduce -0.6% 2,352 $24K
Bogart Wealth, LLC 0.00% Add +41.9% 2,200 $23K
Amalgamated Bank 0.00% Add +22.7% 1,964 $20K
Tower Research Capital LLC (TRC) 0.00% Add +60.9% 1,829 $19K
Parkside Financial Bank & Trust 0.00% Add +89.7% 1,660 $17K
Aster Capital Management (DIFC) Ltd 0.01% New 1,642 $17K
MAI Capital Management 0.00% New 1,500 $16K
PNC Financial Services Group, Inc. 0.00% New 1,239 $13K
Farther Finance Advisors, LLC 0.00% Reduce -48.7% 1,208 $13K
N.E.W. Advisory Services LLC 0.00% Add +510.2% 1,196 $12K
Federation des caisses Desjardins du Quebec 0.00% Add +28.4% 1,175 $12K
Clearstead Trust, LLC 0.00% New 1,007 $10K
Global Retirement Partners, LLC 0.00% Reduce -92.6% 1,001 $10K
Tucker Asset Management LLC 0.00% New 826 $9K
NewEdge Advisors, LLC 0.00% Add +126.9% 760 $8K
Larson Financial Group LLC 0.00% Add +188.4% 744 $8K
Sterling Capital Management LLC 0.00% Add +57.3% 719 $7K
Nisa Investment Advisors, LLC 0.00% Add +21.3% 627 $7K
Geneos Wealth Management Inc. 0.00% New 513 $5K
2UniFi Bank 0.00% New 490 $5K
CIBC Private Wealth Group LLC 0.00% New 447 $5K
KERR FINANCIAL PLANNING Corp 0.01% No change 500 $5K
GAMMA Investing LLC 0.00% Add +698.2% 439 $5K
IFC & Insurance Marketing, Inc. 0.00% — 350 $4K
TD Capital Management LLC 0.00% No change 357 $4K
Hurley Capital, LLC 0.00% New 331 $3K
Spire Wealth Management 0.00% No change 300 $3K
Los Angeles Capital Management LLC 0.00% New 233 $3K
Sunbelt Securities, Inc. 0.00% No change 285 $3K
Signaturefd, LLC 0.00% Add +14.9% 231 $2K
Northwestern Mutual Wealth Management Co. 0.00% Add +39.3% 209 $2K
Atlantic Union Bankshares Corp 0.00% No change 200 $2K
Gen-Wealth Partners Inc 0.00% New 196 $2K
FNY Investment Advisers, LLC 0.00% Reduce -70.7% 200 $2K
Roble, Belko & Company, Inc 0.00% Add +73.0% 192 $2K
Tsfg, LLC 0.00% Reduce -37.7% 175 $2K
Nvest Wealth Strategies, Inc. 0.00% — 152 $2K
Aspect Partners, LLC 0.00% Reduce -72.7% 152 $2K
Hollencrest Capital Management 0.00% New 146 $2K
Golden State Wealth Management, LLC 0.00% No change 144 $1K
Sound Income Strategies, LLC 0.00% New 100 $1K
US Bancorp \de 0.00% Reduce -52.6% 139 $1K
Rothschild Investment LLC 0.00% Add +32.5% 106 $1K
City State Bank 0.00% No change 100 $1K
Strengthening Families & Communities, LLC 0.00% New 80 $830
ORG Partners LLC 0.00% New 80 $830
SWAN Capital LLC 0.00% New 50 $519
Hoey Investments, Inc. 0.00% No change 48 $499
SJS Investment Consulting Inc. 0.00% Reduce -51.1% 43 $447
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% New 3,010 $165
Modus Advisors, LLC 0.00% New 12 $125
Your Advocates Ltd., LLP 0.00% No change 10 $104
Parallel Advisors, LLC 0.00% No change 9 $93

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