Serve RoboticsSERV

13F holders, Q2 2026 (June 30)
195holders −3
49new positions
51sold out
3famous investors
$6.56avg. 13F price*

At the end of Q2 2026, 195 institutions reported holding Serve Robotics Inc. (SERV) in their 13F filings, down 3 from Q1 2026. 49 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($39.7M), Vanguard Capital Management LLC ($19.3M) and State Street Corp. ($16.2M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions49$15.5M
Exits51$49.9M

All 13F filers, Q1 2026 → Q2 2026: 8,215,753 shares bought and 7,050,296 shares sold, net +1,165,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 195 holders

BlackRock, Inc. 0.00% Add +24.6% 6,040,854 $39.7M
Vanguard Capital Management LLC 0.00% Add +5.8% 2,931,905 $19.3M
State Street Corp. 0.00% Add +90.7% 2,456,658 $16.2M
Geode Capital Management, LLC 0.00% Add +13.5% 1,755,095 $11.6M
Susquehanna International Group, LLP 0.01% Add +84.6% 1,541,027 $10.1M
Exchange Traded Concepts, LLC 0.05% Reduce -4.7% 1,522,616 $10.0M
Legal & General Group Plc 0.00% Add +23.8% 1,371,454 $8.4M
First Trust Advisors LP 0.00% Add +21.8% 1,167,709 $7.7M
Morgan Stanley 0.00% Add +24.8% 857,318 $5.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +1.9% 815,926 $5.3M
Captrust Financial Advisors 0.01% Add +3.6% 788,465 $5.2M
UBS Group AG 0.00% Add +44.3% 695,130 $4.6M
Nuveen, LLC 0.00% Add +1.0% 614,892 $4.0M
Northern Trust Corp. 0.00% Add +13.8% 606,373 $4.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.4% 504,252 $3.3M
Vanguard Portfolio Management LLC 0.00% Add +25.0% 483,620 $3.2M
Vanguard Fiduciary Trust Co. 0.00% Add +1.8% 423,146 $2.8M
Citadel Advisors 0.00% Reduce -30.7% 358,163 $2.4M
LPL Financial LLC 0.00% Add +9.7% 280,996 $1.8M
Tudor Investment Corporation 0.01% New 272,448 $1.8M
Landscape Capital Management, L.L.C. 0.12% Add +28.6% 271,781 $1.8M
ExodusPoint Capital Management, LP 0.02% New 266,693 $1.8M
Dimensional Fund Advisors LP 0.00% New 265,773 $1.7M
IMC-Chicago, LLC 0.02% New 251,782 $1.7M
XTX Topco Ltd 0.02% New 242,265 $1.6M
Themes Management Co LLC 1.04% Add +180.4% 237,530 $1.6M
Bank of New York Mellon Corp 0.00% Add +29.6% 233,084 $1.5M
Daiwa Securities Group Inc. 0.00% Add +542.2% 214,500 $1.4M
Group One Trading LLC 0.03% Add +207.0% 177,644 $1.2M
Goldman Sachs Group Inc. 0.00% Reduce -10.5% 175,024 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -7.2% 174,574 $1.1M
DNB Asset Management AS 0.00% Reduce -11.1% 162,225 $1.1M
JPMorgan Chase & Co. 0.00% Add +237.2% 156,229 $992K
Bank of America Corp. 0.00% Reduce -6.3% 145,137 $955K
Simplex Trading, LLC 0.02% New 137,005 $901K
Millennium Management 0.00% New 132,774 $874K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 130,597 $859K
Walleye Trading LLC 0.01% New 126,804 $834K
Wells Fargo & Company 0.00% Add +74.5% 123,162 $810K
Advisory Services Network, LLC 0.01% Add +155.1% 122,539 $806K
Swiss National Bank 0.00% Add +3.1% 121,500 $799K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +13.8% 114,835 $756K
White Pine Capital LLC 0.16% Add +105.9% 105,970 $697K
Inspire Investing, LLC 0.03% Add +65.1% 102,484 $674K
Citigroup Inc. 0.00% Add +54.7% 102,324 $673K
Squarepoint Ops LLC 0.00% Add +237.3% 100,903 $664K
AlphaCentric Advisors LLC 0.56% Add +33.3% 100,000 $658K
National Bank of Canada 0.00% Reduce -71.2% 97,345 $641K
Rhumbline Advisers 0.00% Add +15.6% 84,291 $555K
Sphera Management Technology Funds Ltd 0.18% No change 80,000 $526K
California State Teachers Retirement System 0.00% Add +41.1% 77,103 $507K
T. Rowe Price Associates Inc. 0.00% Add +31.6% 77,009 $507K
Deutsche Bank AG 0.00% Add +26.4% 71,196 $468K
PFG Investments, LLC 0.02% Add +15.7% 69,521 $457K
Vontobel Holding Ltd. 0.00% Add +8.4% 67,922 $447K
Capstone Capital Management Ltd 0.19% New 65,076 $428K
Snowden Capital Advisors LLC 0.01% New 61,690 $406K
American Century Companies Inc. 0.00% Add +27.5% 55,575 $366K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.8% 44,412 $292K
Alliancebernstein L.P. 0.00% Reduce -38.2% 34,100 $288K
MetLife Investment Management, LLC 0.00% Add +21.6% 43,057 $283K
Raymond James Financial Inc. 0.00% Reduce -79.2% 41,341 $272K
Jain Global LLC 0.00% New 40,818 $269K
Laffer Tengler Investments, Inc. 0.04% Add +42.8% 40,404 $266K
Bluespring Wealth Management, LLC 0.00% New 38,735 $255K
PEAK6 LLC 0.01% New 38,721 $255K
Invesco Ltd. 0.00% Reduce -41.7% 38,362 $252K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 37,972 $250K
Quantinno Capital Management LP 0.00% Add +12.7% 36,037 $237K
Gruss & Co., LLC 0.61% New 35,600 $234K
TD Waterhouse Canada Inc. 0.00% Add +1336.1% 35,040 $229K
Engineers Gate Manager LP 0.00% New 32,465 $214K
Sanctuary Advisors, LLC 0.00% Add +63.2% 31,307 $206K
Jones Financial Companies LLLP 0.00% Add +30.0% 34,246 $206K
Wedbush Securities Inc. 0.01% Add +52.8% 31,130 $205K
Jupiter Topco LLC 0.00% — 28,400 $187K
Russell Investments Group, Ltd. 0.00% Add +160.5% 28,360 $187K
Royal Bank of Canada 0.00% Reduce -29.2% 27,830 $183K
Envestnet Asset Management Inc. 0.00% Add +7.8% 27,228 $179K
Next Capital Management LLC 0.05% No change 26,425 $174K
Summit Trail Advisors, LLC 0.00% No change 25,235 $166K
Osaic Holdings, Inc. 0.00% Reduce -13.0% 24,993 $164K
Police & Firemen's Retirement System of New Jersey 0.00% Add +43.6% 24,093 $159K
Vanguard Global Advisers, LLC 0.00% No change 23,909 $157K
Thoroughbred Financial Services, LLC 0.01% Reduce -2.1% 23,750 $156K
Harbour Capital Advisors, LLC 0.03% New 26,190 $155K
International Assets Investment Management, LLC 0.01% Add +10.3% 23,400 $153K
Purpose Unlimited Inc. 0.01% No change 22,804 $153K
Atom Investors LP 0.01% New 23,116 $152K
SG Americas Securities, LLC 0.00% Add +17.3% 22,720 $149K
Brevan Howard Capital Management LP 0.00% Reduce -81.5% 21,201 $140K
Creative Planning 0.00% Reduce -1.3% 20,385 $134K
Viawealth, LLC 0.07% Add +46.5% 20,000 $132K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -49.8% 19,671 $129K
SBI Securities Co., Ltd. 0.00% Add +101.5% 19,607 $129K
Manufacturers Life Insurance Company, The 0.00% Add +7.5% 19,032 $125K
Sculptor Capital LP 0.00% Reduce -91.3% 19,000 $125K
Intech Investment Management LLC 0.00% Add +19.0% 18,958 $125K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 18,391 $121K
HighTower Advisors, LLC 0.00% Add +81.5% 18,176 $120K
Allstate Corp. 0.00% New 17,990 $118K
Oppenheimer & Co. Inc. 0.00% Reduce -13.7% 17,783 $117K
Independent Financial Group, LLC 0.00% New 17,287 $114K
Phoenix Financial Ltd. 0.00% No change 17,000 $112K
Arizona State Retirement System 0.00% Add +2.1% 16,708 $110K
Wealthfront Advisers LLC 0.00% Add +4.6% 15,472 $102K
New York State Common Retirement Fund 0.00% No change 14,800 $97K
Vanguard Investments Australia, Ltd. 0.00% No change 14,565 $96K
Sei Investments Co. 0.00% Reduce -0.6% 14,388 $95K
Voya Investment Management LLC 0.00% Add +30.8% 13,822 $91K
Vanguard Capital Wealth Advisors 0.06% Reduce -5.6% 13,500 $89K
WINTON GROUP Ltd 0.00% New 13,500 $89K
Tower Research Capital LLC (TRC) 0.00% Add +21.3% 13,008 $86K
Sage Capital Management, LLC 0.03% New 12,485 $82K
Mariner, LLC 0.00% New 12,268 $81K
KLP Kapitalforvaltning As 0.00% No change 12,100 $80K
Pallas Capital Advisors LLC 0.00% No change 12,000 $79K
Sigma Planning Corp 0.00% Add +13.6% 11,871 $78K
EFG International AG 0.00% Add +47.8% 11,599 $76K
FORA Capital, LLC 0.01% Reduce -35.3% 11,506 $76K
Prudential Financial Inc. 0.00% New 11,510 $76K
Cetera Investment Advisers 0.00% Add +3.7% 11,335 $75K
Global Retirement Partners, LLC 0.00% — 11,080 $73K
BNP Paribas Financial Markets 0.00% Reduce -60.3% 10,979 $72K
Barclays PLC 0.00% Reduce -51.6% 10,921 $72K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +7.8% 10,854 $71K
Concurrent Investment Advisors, LLC 0.00% New 10,843 $71K
Independent Advisor Alliance 0.00% New 10,624 $70K
Archford Capital Strategies, LLC 0.01% No change 10,200 $67K
Venture Visionary Partners LLC 0.00% New 10,200 $67K
Mercer Global Advisors Inc. 0.00% New 10,052 $66K
Wealth Enhancement Advisory Services, LLC 0.00% New 10,287 $61K
Caitong International Asset Management Co., Ltd 0.01% Add +75.2% 6,861 $45K
Ameritas Investment Partners, Inc. 0.00% Add +28.3% 6,511 $43K
NFSG Corp 0.01% Reduce -46.4% 6,200 $41K
Bogart Wealth, LLC 0.00% Add +329.0% 5,200 $34K
N.E.W. Advisory Services LLC 0.00% Reduce -3.8% 5,000 $33K
FMR LLC 0.00% Reduce -33.7% 4,929 $32K
Signaturefd, LLC 0.00% Add +7.3% 4,646 $31K
Arax Advisory Partners 0.00% New 4,143 $27K
Harbour Investments, Inc. 0.00% No change 4,011 $26K
FNY Investment Advisers, LLC 0.01% New 4,000 $26K
Allworth Financial LP 0.00% Add +21.2% 3,942 $26K
EverSource Wealth Advisors, LLC 0.00% Reduce -43.1% 3,003 $20K
KBC Group NV 0.00% No change 2,711 $18K
Bfsg, LLC 0.00% No change 2,375 $16K
IFP Advisors, Inc 0.00% Add +1724.1% 2,116 $14K
Spire Wealth Management 0.00% No change 1,910 $13K
Rockefeller Capital Management L.P. 0.00% Add +30.7% 1,872 $12K
Parkside Financial Bank & Trust 0.00% No change 1,660 $11K
Vermillion Wealth Management, Inc. 0.00% New 1,500 $10K
Westfuller Advisors, LLC 0.00% No change 1,421 $9K
Farther Finance Advisors, LLC 0.00% Add +6.5% 1,300 $8K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -2.5% 1,186 $8K
Sterling Capital Management LLC 0.00% Add +74.7% 1,116 $7K
Tradewinds Capital Management, LLC 0.00% New 1,099 $7K
Geneos Wealth Management Inc. 0.00% Add +97.5% 1,013 $7K
Clearstead Trust, LLC 0.00% No change 1,007 $7K
Federation des caisses Desjardins du Quebec 0.00% No change 975 $6K
Belvedere Trading LLC 0.00% New 957 $6K
NewEdge Advisors, LLC 0.00% Reduce -35.0% 798 $5K
Summit Securities Group LLC 0.00% Reduce -21.7% 615 $4K
GAMMA Investing LLC 0.00% Reduce -0.8% 611 $4K
Nisa Investment Advisors, LLC 0.00% Reduce -89.7% 591 $4K
Steward Partners Investment Advisory, LLC 0.00% New 500 $3K
Hurley Capital, LLC 0.00% No change 331 $2K
Barrett & Company, Inc. 0.00% New 310 $2K
IFG Advisory, LLC 0.00% New 300 $2K
Marshall Investment Management, LLC 0.00% No change 272 $2K
Aspect Partners, LLC 0.00% Add +28.5% 248 $2K
Quarry LP 0.00% New 241 $2K
Los Angeles Capital Management LLC 0.00% No change 233 $2K
CrossGen Wealth, LLC 0.00% No change 208 $1K
Harborfront Financial Group LLC 0.01% — 200 $1K
Atlantic Union Bankshares Corp 0.00% No change 200 $1K
Gen-Wealth Partners Inc 0.00% No change 196 $1K
Hazlett, Burt & Watson, Inc. 0.00% New 130 $1K
Tsfg, LLC 0.00% No change 175 $1K
Signature Resources Capital Management, LLC 0.00% New 125 $822
City State Bank 0.00% No change 100 $658
Acumen Wealth Advisors, LLC 0.00% New 100 $658
Ameritas Advisory Services, LLC 0.00% New 100 $658
Parallel Advisors, LLC 0.00% No change 80 $526
Rialto Wealth Management, LLC 0.00% Add +51.9% 79 $520
Silver Grove Financial Group, Inc. 0.00% New 78 $513
Hoey Investments, Inc. 0.00% No change 48 $316
PNC Financial Services Group, Inc. 0.00% New 36 $237
SJS Investment Consulting Inc. 0.00% No change 34 $224
Continuum Advisory, LLC 0.00% New 23 $151
Leo H. Evart, Inc. 0.00% No change 20 $132
Transamerica Financial Advisors, LLC 0.00% New 14 $92
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% New 10 $66
Your Advocates Ltd., LLP 0.00% No change 10 $66
Clearstead Advisors, LLC 0.00% New 3 $20
Covestor Ltd 0.00% Add +237.5% 27 $0

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