Serve RoboticsSERV

13F holders, Q1 2026 (March 31)
198holders +12
39new positions
31sold out
1famous investor
$8.45avg. 13F price*

At the end of Q1 2026, 198 institutions reported holding Serve Robotics Inc. (SERV) in their 13F filings, up 12 from Q4 2025. 39 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($40.9M), Vanguard Capital Management LLC ($23.4M) and Uber Technologies, Inc ($17.5M). One famous investor held it 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions39$18.9M
Exits31$18.0M

All 13F filers, Q4 2025 → Q1 2026: 4,703,675 shares bought and 3,394,114 shares sold, net +1,309,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 198 holders

BlackRock, Inc. 0.00% Add +1.5% 4,850,232 $40.9M
Vanguard Capital Management LLC 0.00% — 2,771,761 $23.4M
Uber Technologies, Inc 0.49% No change 2,070,629 $17.5M
Exchange Traded Concepts, LLC 0.10% Add +28.0% 1,597,252 $13.5M
Geode Capital Management, LLC 0.00% Add +6.1% 1,546,666 $13.1M
State Street Corp. 0.00% Add +3.4% 1,287,944 $10.9M
Legal & General Group Plc 0.00% Add +31.9% 1,107,859 $9.8M
First Trust Advisors LP 0.01% Reduce -6.2% 958,853 $8.1M
Susquehanna International Group, LLP 0.01% Reduce -1.1% 834,878 $7.0M
Ameriprise Financial Inc. 0.00% New 786,046 $6.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +3.5% 801,047 $6.6M
Captrust Financial Advisors 0.01% Add +7.7% 761,136 $6.4M
Morgan Stanley 0.00% Add +59.4% 686,951 $5.8M
Nuveen, LLC 0.00% Add +0.1% 608,765 $5.1M
Northern Trust Corp. 0.00% Add +8.7% 532,771 $4.5M
Citadel Advisors 0.00% Reduce -25.3% 516,886 $4.4M
Charles Schwab Investment Management Inc. 0.00% Add +3.3% 511,464 $4.3M
UBS Group AG 0.00% Reduce -9.8% 481,818 $4.1M
Vanguard Fiduciary Trust Co. 0.00% — 415,888 $3.5M
Vanguard Portfolio Management LLC 0.00% — 387,000 $3.3M
National Bank of Canada 0.00% Add +9.6% 338,424 $2.9M
Creek Drive Management Group LLC 1.77% Reduce -29.2% 335,000 $2.8M
Capital Fund Management S.A. 0.02% Reduce -56.0% 318,346 $2.7M
Grange Capital, LLC 2.42% New 287,427 $2.4M
LPL Financial LLC 0.00% Add +67.9% 256,073 $2.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% No change 242,000 $2.0M
Headlands Technologies LLC 0.21% Add +54.1% 221,394 $1.9M
Sculptor Capital LP 0.04% Add +138.1% 219,300 $1.9M
Landscape Capital Management, L.L.C. 0.11% New 211,406 $1.8M
Toronto Dominion Bank 0.00% New 200,000 $1.7M
Raymond James Financial Inc. 0.00% Reduce -41.9% 198,616 $1.7M
Goldman Sachs Group Inc. 0.00% Add +28.2% 195,534 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +8.0% 188,080 $1.6M
DNB Asset Management AS 0.01% Reduce -23.8% 182,371 $1.5M
Bank of New York Mellon Corp 0.00% Add +18.4% 179,781 $1.5M
HSBC Holdings PLC 0.00% Add +65.6% 169,304 $1.4M
HRT Financial LP 0.00% New 166,714 $1.4M
Bank of America Corp. 0.00% Add +42.3% 154,849 $1.3M
Walleye Capital LLC 0.01% Add +5.4% 150,962 $1.3M
Aquatic Capital Management LLC 0.04% Add +522.2% 149,822 $1.3M
Balyasny Asset Management L.P. 0.00% Add +938.4% 149,452 $1.3M
Mirae Asset Securities (usa) Inc. 0.06% New 147,826 $1.2M
Longaeva Partners L.P. 0.05% New 129,367 $1.1M
Swiss National Bank 0.00% Add +5.2% 117,800 $994K
Brevan Howard Capital Management LP 0.01% Add +343.7% 114,606 $967K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -27.8% 100,870 $851K
Themes Management Co LLC 0.44% Add +110.0% 84,703 $715K
Sphera Management Technology Funds Ltd 0.38% No change 80,000 $675K
AlphaCentric Advisors LLC 0.63% No change 75,000 $633K
Cambria Investment Management, L.P. 0.04% Add +25.7% 74,978 $633K
Rhumbline Advisers 0.00% Add +7.3% 72,894 $615K
Wells Fargo & Company 0.00% Reduce -17.0% 70,589 $596K
Alliancebernstein L.P. 0.00% No change 55,200 $573K
Citigroup Inc. 0.00% Add +98.9% 66,140 $558K
Invesco Ltd. 0.00% Add +85.8% 65,828 $556K
Vontobel Holding Ltd. 0.00% Add +113.5% 62,673 $529K
Inspire Investing, LLC 0.03% Add +37.5% 62,065 $524K
PFG Investments, LLC 0.02% Add +18.3% 60,071 $507K
T. Rowe Price Associates Inc. 0.00% Add +32.8% 58,526 $494K
Group One Trading LLC 0.02% Reduce -78.3% 57,870 $488K
Deutsche Bank AG 0.00% Add +0.9% 56,323 $475K
California State Teachers Retirement System 0.00% Reduce -0.5% 54,647 $461K
Two Sigma Investments, LP 0.00% Reduce -53.7% 52,147 $440K
White Pine Capital LLC 0.12% Add +33.4% 51,466 $434K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -16.5% 48,146 $406K
Advisory Services Network, LLC 0.01% Add +2.0% 48,030 $405K
American Century Companies Inc. 0.00% Reduce -3.1% 43,578 $368K
JPMorgan Chase & Co. 0.00% Add +3.9% 46,331 $358K
Royal Bank of Canada 0.00% Reduce -3.2% 39,318 $332K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +23.6% 39,201 $331K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 37,972 $320K
MetLife Investment Management, LLC 0.00% No change 35,393 $299K
Schonfeld Strategic Advisors LLC 0.00% New 34,687 $293K
Daiwa Securities Group Inc. 0.00% New 33,400 $282K
Quantinno Capital Management LP 0.00% New 31,983 $270K
Squarepoint Ops LLC 0.00% New 29,911 $252K
WCG Wealth Advisors LLC 0.01% Reduce -2.9% 29,670 $250K
Osaic Holdings, Inc. 0.00% Reduce -15.4% 28,732 $242K
Janus Henderson Group PLC 0.00% No change 28,400 $240K
Laffer Tengler Investments, Inc. 0.04% Add +54.1% 28,292 $239K
BNP Paribas Financial Markets 0.00% Add +108.6% 27,662 $233K
Axq Capital, LP 0.03% Add +26.1% 27,193 $230K
Next Capital Management LLC 0.07% Add +60.9% 26,425 $223K
Jones Financial Companies LLLP 0.00% Add +57.7% 26,346 $219K
Envestnet Asset Management Inc. 0.00% Add +25.3% 25,255 $213K
Summit Trail Advisors, LLC 0.00% New 25,235 $213K
Thoroughbred Financial Services, LLC 0.01% No change 24,250 $204K
Vanguard Global Advisers, LLC 0.00% — 23,909 $202K
Arlington Capital Management, Inc. 0.11% New 23,000 $194K
Purpose Unlimited Inc. 0.01% No change 22,804 $193K
Barclays PLC 0.00% Reduce -76.8% 22,576 $191K
International Assets Investment Management, LLC 0.01% Add +20.9% 21,210 $178K
Creative Planning 0.00% Add +12.8% 20,659 $174K
Oppenheimer & Co. Inc. 0.00% Add +26.0% 20,608 $174K
Wedbush Securities Inc. 0.01% Reduce -24.2% 20,380 $172K
SG Americas Securities, LLC 0.00% New 19,364 $163K
Sanctuary Advisors, LLC 0.00% Add +17.3% 19,185 $162K
Verition Fund Management LLC 0.00% Reduce -76.2% 18,339 $155K
FORA Capital, LLC 0.01% New 17,788 $150K
Manufacturers Life Insurance Company, The 0.00% Reduce -6.2% 17,710 $149K
Phoenix Financial Ltd. 0.00% No change 17,000 $143K
Scientech Research LLC 0.12% Reduce -68.6% 16,979 $143K
Foundations Investment Advisors, LLC 0.00% Add +42.6% 16,930 $143K
Police & Firemen's Retirement System of New Jersey 0.00% No change 16,773 $142K
Arizona State Retirement System 0.00% Add +4.0% 16,367 $138K
Walser Wealth Management Company, A Ltd Liability Co 0.06% Add +44.9% 16,012 $135K
Intech Investment Management LLC 0.00% Add +10.6% 15,933 $134K
McAdam, LLC 0.01% Reduce -7.3% 15,715 $133K
New York State Common Retirement Fund 0.00% No change 14,800 $125K
Wealthfront Advisers LLC 0.00% Add +28.7% 14,791 $125K
Virtu Financial LLC 0.01% Reduce -9.0% 14,581 $123K
Vanguard Investments Australia, Ltd. 0.00% — 14,565 $123K
Sei Investments Co. 0.00% No change 14,473 $122K
Vanguard Capital Wealth Advisors 0.11% New 14,300 $121K
Viawealth, LLC 0.06% New 13,650 $115K
Bayesian Capital Management, LP 0.13% New 12,300 $104K
KLP Kapitalforvaltning As 0.00% No change 12,100 $102K
Pallas Capital Advisors LLC 0.00% New 12,000 $101K
Polymer Capital Management (US) LLC 0.01% New 11,871 $100K
NFSG Corp 0.02% Add +27.6% 11,570 $98K
Cetera Investment Advisers 0.00% Add +1.8% 10,935 $92K
Russell Investments Group, Ltd. 0.00% Add +55.5% 10,887 $92K
Tower Research Capital LLC (TRC) 0.00% Add +486.4% 10,725 $91K
Voya Investment Management LLC 0.00% Reduce -1.9% 10,564 $89K
Sigma Planning Corp 0.00% Add +3.0% 10,446 $88K
Archford Capital Strategies, LLC 0.01% New 10,200 $86K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +8.1% 10,066 $85K
HighTower Advisors, LLC 0.00% Reduce -13.0% 10,016 $85K
SBI Securities Co., Ltd. 0.00% Add +16.8% 9,732 $82K
EFG International AG 0.00% New 7,849 $66K
FMR LLC 0.00% Reduce -15.4% 7,433 $63K
Nisa Investment Advisors, LLC 0.00% Add +818.7% 5,760 $49K
EverSource Wealth Advisors, LLC 0.00% Add +65.2% 5,274 $45K
N.E.W. Advisory Services LLC 0.00% Add +334.4% 5,196 $44K
Ameritas Investment Partners, Inc. 0.00% No change 5,075 $43K
AdvisorShares Investments LLC 0.01% Reduce -52.2% 4,822 $41K
Quantbot Technologies LP 0.00% Reduce -77.1% 4,496 $38K
Signaturefd, LLC 0.00% Add +1774.9% 4,331 $37K
Northwestern Mutual Wealth Management Co. 0.00% Add +1928.7% 4,240 $36K
Harbour Investments, Inc. 0.00% Add +7.3% 4,011 $34K
Caitong International Asset Management Co., Ltd 0.01% Reduce -92.6% 3,917 $33K
Allworth Financial LP 0.00% Reduce -4.1% 3,253 $27K
Quadrant Capital Group LLC 0.00% No change 3,000 $25K
KBC Group NV 0.00% New 2,711 $23K
MAI Capital Management 0.00% Add +68.2% 2,523 $21K
TD Waterhouse Canada Inc. 0.00% New 2,440 $21K
Bfsg, LLC 0.00% No change 2,375 $20K
Spire Wealth Management 0.00% Add +536.7% 1,910 $16K
Parkside Financial Bank & Trust 0.00% No change 1,660 $14K
Rockefeller Capital Management L.P. 0.00% Reduce -50.1% 1,432 $12K
Westfuller Advisors, LLC 0.01% New 1,421 $12K
St Germain D J Co. Inc. 0.00% New 1,275 $11K
NewEdge Advisors, LLC 0.00% Add +61.6% 1,228 $10K
Farther Finance Advisors, LLC 0.00% Add +1.1% 1,221 $10K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,216 $10K
Bogart Wealth, LLC 0.00% Reduce -44.9% 1,212 $10K
Clearstead Trust, LLC 0.00% No change 1,007 $9K
Federation des caisses Desjardins du Quebec 0.00% Reduce -17.0% 975 $8K
Summit Securities Group LLC 0.00% New 785 $7K
2UniFi Bank 0.00% Add +48.6% 728 $6K
Cwm, LLC 0.00% Reduce -80.4% 673 $6K
Sterling Capital Management LLC 0.00% Reduce -11.1% 639 $5K
GAMMA Investing LLC 0.00% Add +40.3% 616 $5K
Bullock Wealth Management Group 0.00% New 578 $5K
Geneos Wealth Management Inc. 0.00% No change 513 $4K
TD Capital Management LLC 0.00% No change 357 $3K
Hurley Capital, LLC 0.00% No change 331 $3K
US Bancorp \de 0.00% Add +110.8% 293 $2K
Sunbelt Securities, Inc. 0.00% No change 285 $2K
Marshall Investment Management, LLC 0.00% New 272 $2K
Roble, Belko & Company, Inc 0.00% No change 192 $2K
Los Angeles Capital Management LLC 0.00% No change 233 $2K
CrossGen Wealth, LLC 0.00% New 208 $2K
Atlantic Union Bankshares Corp 0.00% No change 200 $2K
Gen-Wealth Partners Inc 0.00% No change 196 $2K
Aspect Partners, LLC 0.00% Add +27.0% 193 $2K
Kilter Group LLC 0.00% New 154 $1K
Golden State Wealth Management, LLC 0.00% No change 144 $1K
Forum Finance Group S.A. 0.00% — 80 $1K
Tsfg, LLC 0.00% No change 175 $1K
IFP Advisors, Inc 0.00% Reduce -99.6% 116 $979
Hollencrest Capital Management 0.00% Reduce -22.6% 113 $954
Clear Investment Research, LLC 0.00% New 100 $844
City State Bank 0.00% No change 100 $844
Sound Income Strategies, LLC 0.00% No change 100 $841
Root Financial Partners, LLC 0.00% New 86 $726
Ascentis Independent Advisors 0.00% New 80 $675
Parallel Advisors, LLC 0.00% Add +788.9% 80 $675
Rothschild Investment LLC 0.00% Reduce -34.0% 70 $591
Bare Financial Services, Inc 0.00% New 53 $447
Rialto Wealth Management, LLC 0.00% New 52 $439
Hoey Investments, Inc. 0.00% No change 48 $406
SJS Investment Consulting Inc. 0.00% Reduce -20.9% 34 $287
Larson Financial Group LLC 0.00% Reduce -96.6% 25 $211
Leo H. Evart, Inc. 0.00% — 20 $169
Pinnacle Wealth Planning Services, Inc. 0.00% New 14 $118
Your Advocates Ltd., LLP 0.00% No change 10 $84
Covestor Ltd 0.00% New 8 $0

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