SER · Company research
Serina Therapeutics, Inc. (SER): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
41records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Piscataqua Savings Bank | 1855835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 54 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20009 | 38817 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49042 | 95143 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12758 | 24751 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 12 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21508 | 41726 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 545 | 1057 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3744 | 7263 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 4 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 2 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 2 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2378 | 4613 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3604 | 6992 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 312 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Sio Capital Management, LLC | 1482416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000000 | 1940000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2002 | 3882 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALBION FINANCIAL GROUP /UT | 1054677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 16 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 4 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 10 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67492 | 130934 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2570 | 4986 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pacifica Partners Inc. | 1799900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 15 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12758 | 24751000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20770 | 40294000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2378 | 4613000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162198 | 314664 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1342 | 2603 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 2 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20770 | 40294 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15241 | 29568 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avidian Wealth Enterprises, LLC | 1471474 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18800 | 36472 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21508 | 41726 | — | — | — | Jun 1, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12758 | 24751000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 658 | 1277000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3606 | 6996 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 14081 | 26937000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 12758 | 24406000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 658 | 1259000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 12758 | 68383000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 658 | 3527000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2323 | 12451000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.