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Serve Robotics (SERV) Institutional Ownership

Serve Robotics logo
$10.43 +0.01 (+0.07%)
As of 02:37 PM Eastern
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Institutional Ownership Changes (13F Filings) for Serve Robotics (NASDAQ:SERV)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$150.17M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$9.27M
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SERV Institutional Buying and Selling by Quarter

Serve Robotics Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025XTX Topco Ltd74,160$848K0.0%N/A0.130%
8/12/2025Ameritas Investment Partners Inc.4,785$55K0.0%N/A0.008%
8/12/2025American Century Companies Inc.10,656$122K0.0%N/A0.019%
8/12/2025Rhumbline Advisers67,024$767K0.0%N/A0.118%
8/12/2025Legal & General Group Plc693,929$7.26M0.0%+14.9%1.217%
8/12/2025JPMorgan Chase & Co.29,905$342K0.0%+294.3%0.052%
8/12/2025DNB Asset Management AS69,737$798K0.0%+163.6%0.122%
8/12/2025Entropy Technologies LP17,100$196K0.0%N/A0.030%
8/11/2025 Bulltick Wealth Management LLC31,000$355K0.1%N/A0.054%
8/8/2025 Intech Investment Management LLC23,522$269K0.0%N/A0.041%
8/8/2025 Thoroughbred Financial Services LLC22,250$254K0.0%N/A0.039%
8/8/2025 Creative Planning12,923$148K0.0%+25.9%0.023%
8/8/2025 Police & Firemen s Retirement System of New Jersey10,976$126K0.0%N/A0.019%
8/8/2025 Geode Capital Management LLC878,668$10.05M0.0%+176.0%1.541%
8/7/2025 Allworth Financial LP3,900$45K0.0%+316.7%0.007%
8/5/2025 Next Capital Management LLC16,425$188K0.1%N/A0.029%
7/31/2025 Caitong International Asset Management Co. Ltd2,352$27K0.0%-90.7%0.004%
7/30/2025 Bogart Wealth LLC11,975$137K0.0%+1,230.6%0.021%
7/23/2025 Vontobel Holding Ltd.21,010$240K0.0%N/A0.037%
7/18/2025 PFG Investments LLC33,691$385K0.0%-7.7%0.059%
7/11/2025 Harbour Capital Advisors LLC47,010$515K0.1%-3.1%0.082%
7/10/2025 Exchange Traded Concepts LLC996,283$11.40M0.1%+12.9%1.748%
5/16/2025Goldman Sachs Group Inc.297,138$1.71M0.0%+280.4%0.521%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.679,014$3.97M0.0%+616.9%1.191%
5/16/2025Bosun Asset Management LLC22,362$129K0.1%N/A0.039%
5/15/2025Cubist Systematic Strategies LLC358,994$2.06M0.0%N/A0.630%
5/15/2025OMERS ADMINISTRATION Corp23,500$135K0.0%-26.3%0.041%
5/14/2025PEAK6 LLC15,314$88K0.0%-377.7%0.027%
5/14/2025Capital Fund Management S.A.738,028$4.24M0.0%N/A1.295%
5/14/2025 EntryPoint Capital LLC62,261$358K0.2%N/A0.109%
5/13/2025 Caitong International Asset Management Co. Ltd25,343$146K0.1%N/A0.044%
5/12/2025Virtu Financial LLC59,054$340K0.0%+71.5%0.104%
5/12/2025Swiss National Bank53,000$305K0.0%N/A0.093%
5/9/2025Charles Schwab Investment Management Inc.12,728$73K0.0%+13.8%0.022%
5/8/2025 Arkadios Wealth Advisors12,846$74K0.0%N/A0.023%
5/7/2025 Phoenix Financial Ltd.15,000$87K0.0%N/A0.026%
5/6/2025 KLP Kapitalforvaltning AS8,500$49K0.0%N/A0.015%
4/24/2025 Mirae Asset Global Investments Co. Ltd.7,768$49K0.0%N/A0.014%
4/23/2025 Harbour Capital Advisors LLC48,495$262K0.1%-3.7%0.085%
4/22/2025 Cambridge Investment Research Advisors Inc.18,966$109K0.0%+82.4%0.033%
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4/22/2025 PFG Investments LLC36,498$210K0.0%+12.3%0.064%
4/17/2025 Exchange Traded Concepts LLC882,522$5.08M0.1%+31.4%1.551%
2/27/2025Jefferies Financial Group Inc.17,200$232K0.0%+30.3%0.039%
2/17/2025Two Sigma Investments LP60,404$815K0.0%N/A0.136%
2/17/2025Tidal Investments LLC51,846$700K0.0%+57.6%0.117%
2/17/2025Man Group plc34,556$467K0.0%N/A0.078%
2/17/2025OMERS ADMINISTRATION Corp31,900$431K0.0%N/A0.072%
2/17/2025Millennium Management LLC46,067$622K0.0%-67.3%0.104%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.94,712$1.28M0.0%N/A0.214%
2/17/2025Jefferies Financial Group Inc.17,200$232K0.0%+30.3%0.039%
2/17/2025 Corton Capital Inc.17,466$236K0.1%N/A0.039%
2/17/2025Captrust Financial Advisors271,994$3.67M0.0%N/A0.614%
2/17/2025683 Capital Management LLC52,500$709K0.0%N/A0.119%
2/14/2025Uber Technologies Inc5,298,833$71.53M1.5%N/A11.962%
2/14/2025Schonfeld Strategic Advisors LLC100,309$1.35M0.0%N/A0.226%
2/14/2025Northern Trust Corp31,633$427K0.0%+178.0%0.071%
2/14/2025Tower Research Capital LLC TRC6,219$84K0.0%-32.1%0.014%
2/13/2025CreativeOne Wealth LLC11,567$156K0.0%N/A0.026%
2/13/2025Raymond James Financial Inc.146,492$1.98M0.0%N/A0.331%
2/13/2025Legal & General Group Plc447,164$6.63M0.0%N/A1.009%
2/13/2025 Bank of Montreal Can20,013$270K0.0%-62.7%0.045%
2/13/2025Wells Fargo & Company MN10,855$147K0.0%+294.0%0.025%
2/12/2025 Geode Capital Management LLC178,780$2.42M0.0%+36.6%0.404%
2/12/2025CIBC Private Wealth Group LLC2,513$34K0.0%N/A0.006%
2/12/2025DnB Asset Management AS21,356$288K0.0%+52.3%0.048%
2/11/2025 Vanguard Group Inc.1,274,303$17.20M0.0%+74.6%2.877%
2/11/2025LPL Financial LLC21,765$294K0.0%N/A0.049%
2/11/2025Virtu Financial LLC34,440$465K0.0%N/A0.078%
2/10/2025 Commonwealth Equity Services LLC18,354$248K0.0%N/A0.041%
2/10/2025 Balboa Wealth Partners11,145$150K0.0%N/A0.025%
2/7/2025 Prosperity Wealth Management Inc.17,200$232K0.1%N/A0.039%
2/7/2025 Clare Market Investments LLC15,200$205K0.0%N/A0.034%
2/6/2025Raymond James Financial Inc.146,492$1.98M0.0%N/A0.331%
2/6/2025Charles Schwab Investment Management Inc.11,183$151K0.0%N/A0.025%
2/5/2025 Oppenheimer & Co. Inc.20,777$280K0.0%N/A0.047%
2/4/2025 Yong Rong HK Asset Management Ltd704,000$9.50M4.1%-41.9%1.589%
1/30/2025 Blue Trust Inc.2,000$27K0.0%N/A0.005%
1/30/2025 Bogart Wealth LLC2,725$37K0.0%N/A0.006%
1/28/2025 Stephens Inc. AR10,550$142K0.0%N/A0.024%
1/27/2025Choreo LLC14,977$202K0.0%N/A0.034%
1/22/2025 Blue Trust Inc.2,000$27K0.0%N/A0.005%
1/22/2025 PFG Investments LLC32,498$439K0.0%-30.1%0.073%
1/21/2025 Exchange Traded Concepts LLC671,545$9.07M0.2%N/A1.516%
1/21/2025 One Wealth Management Investment & Advisory Services LLC11,380$154K0.2%N/A0.026%
1/17/2025 SG Americas Securities LLC8,450$114K0.0%N/A0.019%
1/17/2025Atomi Financial Group Inc.15,474$209K0.0%N/A0.035%
1/13/2025 Harbour Capital Advisors LLC50,365$680K0.2%+102.4%0.114%
11/25/2024Tidal Investments LLC32,898$262K0.0%N/A0.074%
11/16/2024 Geode Capital Management LLC130,853$1.04M0.0%+128.1%0.295%
11/15/2024Gordian Capital Singapore Pte Ltd8,593$68K0.0%N/A0.019%
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11/15/2024State Street Corp41,900$333K0.0%N/A0.095%
11/15/2024Quadrature Capital Ltd18,613$148K0.0%N/A0.042%
11/12/2024 Larson Financial Group LLC3,300$26K0.0%N/A0.008%
11/5/2024 GSA Capital Partners LLP19,119$152K0.0%N/A0.045%
11/1/2024Quantum Private Wealth LLC10,000$80K0.0%N/A0.023%
10/29/2024 Yong Rong HK Asset Management Ltd1,212,000$9.64M2.8%N/A2.825%
10/24/2024 PFG Investments LLC46,498$370K0.0%-17.6%0.125%
10/17/2024 Harbour Capital Advisors LLC24,890$198K0.0%N/A0.067%
10/16/2024 Bfsg LLC4,750$38K0.0%N/A0.013%
8/12/2024Thomist Capital Management LP208,910$407K0.2%N/A0.563%
(Data available from 1/1/2016 forward)

SERV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SERV shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Serve Robotics. The most heavily invested institutionals were Uber Technologies Inc ($71.53M), Vanguard Group Inc. ($17.20M), Exchange Traded Concepts LLC ($11.40M), Geode Capital Management LLC ($10.05M), Yong Rong HK Asset Management Ltd ($9.50M), Legal & General Group Plc ($7.26M), and Capital Fund Management S.A. ($6.29M).Learn more on Serve Robotics' institutional investors.

Which institutional investors have been buying Serve Robotics' stock?

Of the 75 institutional investors that purchased Serve Robotics' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Uber Technologies Inc ($5.30M), Yong Rong HK Asset Management Ltd ($1.21M), Exchange Traded Concepts LLC ($996.28K), Capital Fund Management S.A. ($738.03K), Geode Capital Management LLC ($681.78K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($679.01K), and Vanguard Group Inc. ($544.54K).

How much institutional buying is happening at Serve Robotics?

Institutional investors have bought a total of 13,274,092 shares in the last 24 months. This purchase volume represents approximately $150.34M in transactions.

Which of Serve Robotics' major shareholders have been selling company stock?

Of the 9 institutional investors that sold Serve Robotics' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Yong Rong HK Asset Management Ltd ($508K), Capital Fund Management S.A. ($187.86K), Millennium Management LLC ($94.81K), Bank of Montreal Can ($33.63K), PFG Investments LLC ($26.72K), Caitong International Asset Management Co. Ltd ($22.99K), and OMERS ADMINISTRATION Corp ($8.40K).

How much institutional selling is happening at Serve Robotics?

Institutional investors have sold a total of 888,701 shares in the last 24 months. This volume of shares sold represents approximately $11.42M in transactions.


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This page (NASDAQ:SERV) was last updated on 8/13/2025 by MarketBeat.com Staff
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