Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SERV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.9M | $40.9M | +1.5% | 7.282% | 0.00% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.9M | $24.5M | -7.8% | 4.359% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | $23.4M | β | 4.162% | 0.00% |
| 4 | CITADEL ADVISORS LLC | 2.6M | $21.9M | +36.4% | 3.891% | 0.01% |
| 5 | Uber Technologies, Inc | 2.1M | $17.5M | 0.0% | 3.109% | 0.49% |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | 1.6M | $13.5M | +28.0% | 2.398% | 0.10% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $13.1M | +6.1% | 2.322% | 0.00% |
| 8 | STATE STREET CORP | 1.3M | $10.9M | +3.4% | 1.934% | 0.00% |
| 9 | Legal & General Group Plc | 1.1M | $9.8M | +31.9% | 1.663% | 0.00% |
| 10 | FIRST TRUST ADVISORS LP | 959K | $8.1M | -6.2% | 1.440% | 0.01% |
| 11 | AMERIPRISE FINANCIAL INC | 786K | $6.6M | β | 1.180% | 0.00% |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 801K | $6.6M | +3.5% | 1.203% | 0.01% |
| 13 | CAPTRUST FINANCIAL ADVISORS | 761K | $6.4M | +7.7% | 1.143% | 0.01% |
| 14 | MORGAN STANLEY | 687K | $5.8M | +59.4% | 1.031% | 0.00% |
| 15 | Nuveen, LLC | 609K | $5.1M | +0.1% | 0.914% | 0.00% |
| 16 | NORTHERN TRUST CORP | 533K | $4.5M | +8.7% | 0.800% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 511K | $4.3M | +3.3% | 0.768% | 0.00% |
| 18 | UBS Group AG | 482K | $4.1M | -9.8% | 0.723% | 0.00% |
| 19 | Sculptor Capital LP | 439K | $3.7M | +138.1% | 0.658% | 0.04% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 416K | $3.5M | β | 0.624% | 0.00% |
| 21 | TORONTO DOMINION BANK | 400K | $3.4M | β | 0.601% | 0.00% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 387K | $3.3M | β | 0.581% | 0.00% |
| 23 | NATIONAL BANK OF CANADA /FI/ | 338K | $2.9M | +9.6% | 0.508% | 0.00% |
| 24 | Creek Drive Management Group LLC | 335K | $2.8M | -29.2% | 0.503% | 1.69% |
| 25 | CAPITAL FUND MANAGEMENT S.A. | 318K | $2.7M | -58.4% | 0.478% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SERV β a direct measure of their conviction.
Filings activity in SERV during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SERV position in Q1 2026
Institutions that fully closed their SERV position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 195 | +6.0% | 64.65% | 9.90 pp | $300M | 13% |
| Q4 2025 | 184 | +26% | 74.55% | 2.98 pp | $346M | 3.8% |
| Q3 2025 | 146 | +9.8% | 77.53% | +19.74 pp | $360M | +34% |
| Q2 2025 | 133 | +11% | 57.79% | +34.06 pp | $268M | +144% |
| Q1 2025 | 120 | +28% | 23.73% | 14.83 pp | $110M | 38% |
| Q4 2024 | 94 | +74% | 38.56% | +24.05 pp | $179M | +166% |
| Q3 2024 | 54 | +125% | 14.51% | +10.54 pp | $67M | +265% |
| Q2 2024 | 24 | β | 3.97% | β | $18M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SERV stock.
Based on Q1 2026 13F filings, institutional ownership of Serve Robotics Inc. stands at 64.6%, held across 195 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SERV, with approximately 4,850,232 shares worth $0.04B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of SERV, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for SERV is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
48 institutions opened new positions in SERV during Q1 2026, while 37 fully exited. 46 added to existing positions and 98 trimmed.
SERV institutional ownership fell by 9.90 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 61.1% of all reported 13F value in SERV, and the top 25 account for 83.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Serve Robotics Inc. (SERV) Institutional Ownership