SERINA THERAPEUTICS INC (SER)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
28
Reporting holders
$2.7M
Reported value
5.5%
Of shares outstanding
0.0%
Held as options
+4
Holder change
Institutions report 1,406,566 shares against 25,400,473 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sio Capital Management, LLC | $1.9M | 1,000,000 | 0.32% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $314.7K | 162,198 | 0.00% | 2q | +1.9%+$5.9K |
| Waverly Advisors, LLC | $130.9K | 67,492 | 0.00% | 9q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $99.0K | 51,007 | 0.00% | 9q | -21.5%-$27.1K |
| Keel Point, LLC | $41.7K | 21,508 | 0.00% | 7q | +21.0%+$7.2K |
| NORTHERN TRUST CORP | $40.3K | 20,771 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $38.8K | 20,009 | 0.00% | 2q | HELD |
| Avidian Wealth Enterprises, LLC | $36.5K | 18,800 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $30.0K | 15,444 | 0.00% | 2q | -61.1%-$47.0K |
| STATE STREET CORP | $24.8K | 12,758 | 0.00% | 4q | HELD |
| Caitong International Asset Management Co., Ltd | $7.3K | 3,744 | 0.00% | 2q | -6.0% |
| WELLS FARGO & COMPANY/MN | $7.0K | 3,611 | 0.00% | 10q | -49.9%-$7.0K |
| Tower Research Capital LLC (TRC) | $5.0K | 2,570 | 0.00% | 4q | +204.9%+$3.4K |
| BlackRock, Inc. | $4.6K | 2,378 | 0.00% | 8q | -95.9%-$108.4K |
| OSAIC HOLDINGS, INC. | $3.9K | 2,002 | 0.00% | 10q | +100.0%+$1.9K |
| UBS Group AG | $2.6K | 1,347 | 0.00% | 10q | +26840.0%+$2.6K |
| BARCLAYS PLC | $1.1K | 545 | 0.00% | new | NEW |
| Piscataqua Savings Bank | $54 | 28 | 0.00% | 9q | HELD |
| MORGAN STANLEY | $28 | 14 | 0.00% | 10q | +75.0% |
| ALBION FINANCIAL GROUP /UT | $16 | 8 | 0.00% | 10q | HELD |
| Pacifica Partners Inc. | $15 | 8 | 0.00% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $10 | 5 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $4 | 2 | 0.00% | 10q | HELD |
| Rockefeller Capital Management L.P. | $4 | 2 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $2 | 1 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $2 | 1 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $2 | 1 | 0.00% | 2q | HELD |
| Avion Wealth | $0 | 312 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 28 | $2.7M | 1,406,566 | 5 | 6 | 5 | 0.0% |
| Q1 2026 | 24 | $2.8M | 1,454,568 | 7 | 5 | 1 | 0.0% |
| Q4 2025 | 22 | $821.8K | 429,589 | 0 | 4 | 6 | 0.0% |
| Q3 2025 | 25 | $2.5M | 461,781 | 6 | 7 | 2 | 0.0% |
| Q2 2025 | 23 | $2.5M | 413,141 | 3 | 4 | 5 | 0.0% |
| Q1 2025 | 25 | $1.9M | 335,784 | 3 | 5 | 6 | 0.0% |
| Q4 2024 | 25 | $1.6M | 319,143 | 0 | 4 | 3 | 0.0% |
| Q3 2024 | 25 | $2.0M | 300,014 | 5 | 5 | 5 | 0.0% |
| Q2 2024 | 20 | $2.0M | 204,838 | 8 | 6 | 2 | 0.0% |
| Q1 2024 | 13 | $1.5M | 109,940 | 13 | 0 | 0 | 0.0% |