Ranked by reported Q2 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. | 6.0M | $39.7M | +24.6% | 7.807% | 0.00% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.9M | $32.0M | +67.5% | 6.286% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2.9M | $19.3M | +5.8% | 3.789% | 0.00% |
| 4 | CITADEL ADVISORS LLC | 2.8M | $18.6M | +9.1% | 3.655% | 0.00% |
| 5 | STATE STREET CORP | 2.5M | $16.2M | +90.7% | 3.175% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $11.6M | +13.5% | 2.268% | 0.00% |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | 1.5M | $10.0M | -4.7% | 1.968% | 0.02% |
| 8 | JANE STREET GROUP, LLC | 1.4M | $9.2M | +111.2% | 1.814% | 0.00% |
| 9 | Legal & General Group Plc | 1.4M | $8.4M | +23.8% | 1.773% | 0.00% |
| 10 | FIRST TRUST ADVISORS LP | 1.2M | $7.7M | +21.8% | 1.509% | 0.00% |
| 11 | MORGAN STANLEY | 857K | $5.6M | +24.8% | 1.108% | 0.00% |
| 12 | Walleye Trading LLC | 832K | $5.5M | +107.9% | 1.076% | 0.01% |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 816K | $5.3M | +1.9% | 1.054% | 0.01% |
| 14 | CAPTRUST FINANCIAL ADVISORS | 788K | $5.2M | +3.6% | 1.019% | 0.01% |
| 15 | UBS Group AG | 695K | $4.6M | +44.3% | 0.898% | 0.00% |
| 16 | Nuveen, LLC | 615K | $4.0M | +1.0% | 0.795% | 0.00% |
| 17 | NORTHERN TRUST CORP | 606K | $4.0M | +13.8% | 0.784% | 0.00% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 504K | $3.3M | -1.4% | 0.652% | 0.00% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 484K | $3.2M | +25.0% | 0.625% | 0.00% |
| 20 | Daiwa Securities Group Inc. | 429K | $2.8M | -17.9% | 0.554% | 0.01% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 423K | $2.8M | +1.8% | 0.547% | 0.00% |
| 22 | TUDOR INVESTMENT CORP ET AL | 399K | $2.6M | — | 0.516% | 0.00% |
| 23 | PensionDanmark Pensionsforsikringsaktieselskab | 242K | $2.5M | — | 0.313% | 0.01% |
| 24 | Clear Street Group Inc. | 364K | $2.4M | — | 0.470% | 0.01% |
| 25 | LPL Financial LLC | 281K | $1.8M | +9.7% | 0.363% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SERV — a direct measure of their conviction.
Filings activity in SERV during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SERV position in Q2 2026
Institutions that fully closed their SERV position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 202 | +0.0% | 54.13% | 1.32 pp | $274M | 12% |
| Q1 2026 | 202 | +6.9% | 55.45% | +2.21 pp | $312M | 15% |
| Q4 2025 | 189 | +24% | 53.24% | 5.35 pp | $366M | 9.8% |
| Q3 2025 | 153 | +15% | 58.59% | +13.57 pp | $406M | +51% |
| Q2 2025 | 133 | +11% | 45.02% | +7.22 pp | $268M | +144% |
| Q1 2025 | 120 | +28% | 37.80% | +7.28 pp | $110M | 38% |
| Q4 2024 | 94 | +74% | 30.52% | +17.75 pp | $179M | +166% |
| Q3 2024 | 54 | — | 12.77% | — | $67M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SERV stock.
Based on Q2 2026 13F filings, institutional ownership of Serve Robotics Inc. stands at 54.1%, held across 202 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SERV, with approximately 6,040,854 shares worth $0.04B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of SERV, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for SERV is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
50 institutions opened new positions in SERV during Q2 2026, while 48 fully exited. 40 added to existing positions and 104 trimmed.
SERV institutional ownership fell by 1.32 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 62.9% of all reported 13F value in SERV, and the top 25 account for 83.2%.
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