SERV · Company research
Serve Robotics Inc. Common Stock (SERV): 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.
80records availableIndustrials
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 |
|---|---|---|---|---|---|---|---|---|---|
| Aspect Partners, LLC | 1985284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248 | 1632 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HAZLETT, BURT & WATSON, INC. | 46392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 1 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19671 | 129435 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6861 | 45145 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| IFG Advisory, LLC | 1728319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 1974 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43057 | 283315 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10843 | 71346 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Acumen Wealth Advisors, LLC | 1939202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 658 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AlphaCentric Advisors LLC | 1913464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 658000 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 615 | 4047 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 557964 | 3671403 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67922 | 446927 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 788465 | 5188103 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140934 | 927346 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130597 | 859328 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31307 | 206000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162225 | 1067441 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265773 | 1748786 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 2022427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 272 | 1790 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Purpose Unlimited Inc. | 2115120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22804 | 152661 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23400 | 152802 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Independent Advisor Alliance | 1696899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10620 | 69879 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121500 | 799470 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 224 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18958 | 124744 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100903 | 663942 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 577307 | 3798680 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NFSG Corp | 1879757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6200 | 40796 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4011 | 26392 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 975 | 6416 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1515343 | 9973557 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LAFFER TENGLER INVESTMENTS, INC. | 1307878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40404 | 265858 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12100 | 79618 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3942 | 25939 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1091370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23750 | 156 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10052 | 66142 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14800 | 97384 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18176 | 119598 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Gruss & Co., LLC | 1103738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35600 | 234248 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Themes Management Co LLC | 2107564 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 237530 | 1562947 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 20 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Pallas Capital Advisors LLC | 1862282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 78960 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Leo H. Evart, Inc. | 1920405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 132 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9412 | 61931 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Harborfront Financial Group LLC | 2110061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 1316 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25235 | 166046 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 543 | 3573 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 382 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 1316 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Verition Fund Management LLC | 1454027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34800 | 228984 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79 | 520 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WHITE PINE CAPITAL LLC | 1137429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105970 | 697283 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14876 | 98000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bluespring Wealth Management, LLC | 1557485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38735 | 254876 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 92 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| EXCHANGE TRADED CONCEPTS, LLC | 1457320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1522616 | 10018813 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| N.E.W. Advisory Services LLC | 1803456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 32900 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 0 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 658 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 144700 | 952126 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WINTON GROUP Ltd | 1612063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13500 | 88830 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clearstead Trust, LLC | 1708001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1007 | 6627 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Sculptor Capital LP | 1054587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19000 | 125020 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17990 | 118374 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EFG International AG | 2109868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11599 | 76321 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11080 | 72906 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WEDBUSH SECURITIES INC | 1142495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31130 | 205 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Gen-Wealth Partners Inc | 2023375 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 196 | 1290 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28400 | 187014 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crawford Fund Management, LLC | 1816427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100600 | 661948 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233 | 1533 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2711 | 18 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65000 | 427700 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15472 | 101806 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150432 | 989843 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32465 | 213620 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1300 | 8478 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 905500 | 5958190 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 507338 | 77103 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12268 | 80723 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.