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Serve Robotics (SERV) Institutional Ownership

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$12.01 -1.09 (-8.32%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$11.94 -0.07 (-0.62%)
As of 02/21/2025 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Serve Robotics (NASDAQ:SERV)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$123.86M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$8.90M
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SERV Institutional Buying and Selling by Quarter

Serve Robotics Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Two Sigma Investments LP60,404$815K0.0%N/A0.136%
2/17/2025 Tidal Investments LLC51,846$700K0.0%+57.6%0.117%
2/17/2025 Man Group plc34,556$467K0.0%N/A0.078%
2/17/2025 OMERS ADMINISTRATION Corp31,900$431K0.0%N/A0.072%
2/17/2025 Millennium Management LLC46,067$622K0.0%-67.3%0.104%
2/17/2025 MIRAE 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%
2/17/2025 Captrust Financial Advisors271,994$3.67M0.0%N/A0.614%
2/17/2025 683 Capital Management LLC52,500$709K0.0%N/A0.119%
2/14/2025 Uber Technologies Inc5,298,833$71.53M1.5%N/A11.962%
2/14/2025 Schonfeld Strategic Advisors LLC100,309$1.35M0.0%N/A0.226%
2/14/2025 Northern Trust Corp31,633$427K0.0%+178.0%0.071%
2/14/2025 Tower Research Capital LLC TRC 6,219$84K0.0%-32.1%0.014%
2/13/2025 CreativeOne Wealth LLC11,567$156K0.0%N/A0.026%
2/13/2025 Raymond James Financial Inc.146,492$1.98M0.0%N/A0.331%
2/13/2025 Legal & General Group Plc447,164$6.63M0.0%N/A1.009%
2/13/2025 Bank of Montreal Can20,013$270K0.0%-62.7%0.045%
2/13/2025 Wells 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%
2/12/2025 CIBC Private Wealth Group LLC2,513$34K0.0%N/A0.006%
2/12/2025 DnB 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%
2/11/2025 LPL Financial LLC21,765$294K0.0%N/A0.049%
2/11/2025 Virtu 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%
2/6/2025 Raymond James Financial Inc.146,492$1.98M0.0%N/A0.331%
2/6/2025 Charles 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%
1/27/2025 Choreo 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%
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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%
1/17/2025 Atomi Financial Group Inc.15,474$209K0.0%N/A0.035%
1/13/2025 Harbour Capital Advisors LLC50,365$680K0.2%+102.4%0.114%
11/25/2024 Tidal Investments LLC32,898$262K0.0%N/A0.074%
11/16/2024 Geode Capital Management LLC130,853$1.04M0.0%+128.1%0.295%
11/15/2024 Gordian Capital Singapore Pte Ltd8,593$68K0.0%N/A0.019%
11/15/2024 State Street Corp41,900$333K0.0%N/A0.095%
11/15/2024 Quadrature 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%
11/1/2024 Quantum 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%
8/12/2024 Thomist Capital Management LP208,910$407K0.2%N/A0.563%
8/7/2024 PFG Investments LLC56,408$110K0.0%N/A0.152%
(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, 50 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), Yong Rong HK Asset Management Ltd ($9.50M), Exchange Traded Concepts LLC ($9.07M), Legal & General Group Plc ($6.63M), Captrust Financial Advisors ($3.67M), and Geode Capital Management LLC ($2.42M).Learn more on SERV's institutional investors.

Which institutional investors have been buying Serve Robotics stock?

Of the 47 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 ($671.55K), Vanguard Group Inc. ($544.54K), Legal & General Group Plc ($447.16K), Raymond James Financial Inc. ($292.98K), and Captrust Financial Advisors ($271.99K).

How much institutional buying is happening at Serve Robotics?

Institutional investors have bought a total of 9,997,520 shares in the last 24 months. This purchase volume represents approximately $123.86M in transactions.

Which Serve Robotics major shareholders have been selling company stock?

The following institutional investors have sold Serve Robotics stock in the last 24 months: Yong Rong HK Asset Management Ltd ($508K), Millennium Management LLC ($94.81K), Bank of Montreal Can ($33.63K), PFG Investments LLC ($23.91K), and Tower Research Capital LLC TRC ($2.94K).

How much institutional selling is happening at Serve Robotics?

Institutional investors have sold a total of 663,288 shares in the last 24 months. This volume of shares sold represents approximately $8.90M in transactions.



This page (NASDAQ:SERV) was last updated on 2/22/2025 by MarketBeat.com Staff
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