SERVE ROBOTICS INC (SERV)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
195
Reporting holders
$318.1M
Reported value
39.9%
Of shares outstanding
29.3%
Held as options
+4
Holder change
Institutions report 34,573,856 shares against 86,707,507 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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $39.7M | 6,040,854 | 0.00% | 8q | +24.5%+$7.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $32.0M | 1,541,027 | 0.00% | 8q | +84.6%+$14.7M |
| GROUP ONE TRADING LLC | $21.5M | 177,644 | 0.03% | 8q | +207.0%+$14.5M |
| EXCHANGE TRADED CONCEPTS, LLC | $20.0M | 3,045,232 | 0.05% | 7q | +90.7%+$9.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.3M | 2,931,905 | 0.00% | 2q | +5.8%+$1.1M |
| CITADEL ADVISORS LLC | $18.6M | 358,163 | 0.00% | 8q | -30.7%-$8.2M |
| STATE STREET CORP | $16.2M | 2,456,658 | 0.00% | 8q | +90.7%+$7.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $11.6M | 1,755,095 | 0.00% | 9q | +13.5%+$1.4M |
| JANE STREET GROUP, LLC | $9.2M | options only | 0.00% | 9q | OPTIONS |
| IMC-Chicago, LLC | $9.2M | 251,782 | 0.00% | 7q | HELD |
| Legal & General Group Plc | $8.4M | 1,371,454 | 0.00% | 7q | +23.8%+$1.6M |
| FIRST TRUST ADVISORS LP | $7.7M | 1,167,709 | 0.00% | 4q | +21.8%+$1.4M |
| MORGAN STANLEY | $5.6M | 857,318 | 0.00% | 8q | +24.8%+$1.1M |
| Walleye Trading LLC | $5.5M | 126,804 | 0.01% | 6q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5.3M | 815,926 | 0.01% | 7q | +1.9%+$97.2K |
| CAPTRUST FINANCIAL ADVISORS | $5.2M | 788,465 | 0.01% | 7q | +3.6%+$179.8K |
| SIMPLEX TRADING, LLC | $5.0M | 137,005 | 0.00% | 8q | HELD |
| UBS Group AG | $4.6M | 695,130 | 0.00% | 7q | +44.3%+$1.4M |
| Nuveen, LLC | $4.0M | 614,892 | 0.00% | 5q | +1.0%+$40.3K |
| NORTHERN TRUST CORP | $4.0M | 606,373 | 0.00% | 9q | +13.8%+$484.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.3M | 504,252 | 0.00% | 7q | -1.4%-$47.5K |
| Sixth Street Partners Management Company, L.P. | $3.3M | 504,252 | 0.00% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.2M | 483,620 | 0.00% | 2q | +25.0%+$635.8K |
| Daiwa Securities Group Inc. | $2.8M | 214,500 | 0.01% | 2q | +542.2%+$2.4M |
| VANGUARD FIDUCIARY TRUST CO | $2.8M | 423,146 | 0.00% | 2q | +1.7%+$47.8K |
| TUDOR INVESTMENT CORP ET AL | $2.6M | 272,448 | 0.00% | new | NEW |
| Clear Street Group Inc. | $2.4M | options only | 0.01% | new | OPTIONS |
| LPL Financial LLC | $1.8M | 280,996 | 0.00% | 7q | +9.7%+$164.0K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.8M | 271,781 | 0.12% | 2q | +28.6%+$397.3K |
| ExodusPoint Capital Management, LP | $1.8M | 266,693 | 0.01% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $1.7M | 265,773 | 0.00% | new | NEW |
| XTX Topco Ltd | $1.6M | 242,265 | 0.02% | new | NEW |
| Themes Management Co LLC | $1.6M | 237,530 | 1.04% | 3q | +180.4%+$1.0M |
| Bank of New York Mellon Corp | $1.5M | 233,084 | 0.00% | 5q | +29.6%+$350.7K |
| NATIONAL BANK OF CANADA /FI/ | $1.2M | 97,345 | 0.00% | 7q | -71.2%-$3.0M |
| GOLDMAN SACHS GROUP INC | $1.2M | 175,024 | 0.00% | 7q | -10.5%-$135.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 174,574 | 0.00% | 7q | -7.2%-$88.9K |
| DNB Asset Management AS | $1.1M | 162,225 | 0.00% | 8q | -11.0%-$132.6K |
| Crawford Fund Management, LLC | $1.1M | options only | 0.16% | 2q | OPTIONS |
| JPMORGAN CHASE & CO | $992.1K | 156,229 | 0.00% | 9q | +237.2%+$697.9K |
| BANK OF AMERICA CORP /DE/ | $955.0K | 145,137 | 0.00% | 9q | -6.3%-$63.9K |
| PEAK6 LLC | $936.5K | 38,721 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $873.7K | 132,774 | 0.00% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $859.3K | 130,597 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $820.1K | 122,539 | 0.01% | 5q | +155.1%+$498.7K |
| Verition Fund Management LLC | $819.9K | options only | 0.00% | 6q | OPTIONS |
| WELLS FARGO & COMPANY/MN | $810.4K | 123,162 | 0.00% | 9q | -12.8%-$118.5K |
| Swiss National Bank | $799.5K | 121,500 | 0.00% | 3q | +3.1%+$24.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $755.6K | 114,835 | 0.00% | 3q | +13.8%+$91.9K |
| Walleye Capital LLC | $717.2K | options only | 0.00% | 6q | OPTIONS |
| WHITE PINE CAPITAL LLC | $697.3K | 105,970 | 0.16% | 4q | +13.9%+$85.0K |
| Inspire Investing, LLC | $674.3K | 102,484 | 0.03% | 4q | +65.1%+$266.0K |
| CITIGROUP INC | $673.3K | 102,324 | 0.00% | 8q | +54.7%+$238.1K |
| Squarepoint Ops LLC | $663.9K | 100,903 | 0.00% | 3q | +237.3%+$467.1K |
| AlphaCentric Advisors LLC | $658.0K | 100,000 | 0.56% | 3q | +33.3%+$164.5K |
| RHUMBLINE ADVISERS | $554.6K | 84,291 | 0.00% | 5q | +15.6%+$75.0K |
| Sphera Management Technology Funds Ltd | $526.4K | 80,000 | 0.18% | 3q | HELD |
| DEUTSCHE BANK AG\ | $468.5K | 71,196 | 0.00% | 5q | +26.4%+$97.9K |
| PFG Investments, LLC | $457.4K | 69,521 | 0.02% | 9q | +15.7%+$62.2K |
| Vontobel Holding Ltd. | $446.9K | 67,922 | 0.00% | 5q | +8.4%+$34.5K |
| Capstone Capital Management Ltd | $428.2K | 65,076 | 0.19% | new | NEW |
| D. E. Shaw & Co., Inc. | $427.7K | options only | 0.00% | new | OPTIONS |
| Snowden Capital Advisors LLC | $405.9K | 61,690 | 0.01% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $365.7K | 55,575 | 0.00% | 5q | +27.5%+$78.9K |
| Arete Wealth Advisors, LLC | $308.8K | 46,930 | 0.01% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $287.8K | 34,100 | 0.00% | 4q | -38.2%-$178.1K |
| MetLife Investment Management, LLC | $283.3K | 43,057 | 0.00% | 5q | +21.7%+$50.4K |
| RAYMOND JAMES FINANCIAL INC | $272.0K | 41,341 | 0.00% | 7q | -79.2%-$1.0M |
| Jain Global LLC | $268.6K | 40,818 | 0.00% | new | NEW |
| LAFFER TENGLER INVESTMENTS, INC. | $265.9K | 40,404 | 0.03% | 3q | +42.8%+$79.7K |
| Bluespring Wealth Management, LLC | $254.9K | 38,735 | 0.00% | new | NEW |
| Invesco Ltd. | $252.4K | 38,362 | 0.00% | 5q | -41.7%-$180.7K |
| Sculptor Capital LP | $250.0K | 19,000 | 0.00% | 6q | -91.3%-$2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $249.9K | 37,972 | 0.00% | 2q | HELD |
| Quantinno Capital Management LP | $237.1K | 36,037 | 0.00% | 2q | +12.7%+$26.7K |
| Gruss & Co., LLC | $234.2K | 35,600 | 0.57% | new | NEW |
| TD Waterhouse Canada Inc. | $228.6K | 35,040 | 0.00% | 2q | +1336.1%+$212.6K |
| Engineers Gate Manager LP | $213.6K | 32,465 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $206.0K | 31,307 | 0.00% | 3q | +63.2%+$79.8K |
| JONES FINANCIAL COMPANIES LLLP | $205.8K | 34,246 | 0.00% | 8q | +30.0%+$47.5K |
| Jupiter Topco LLC | $187.0K | 28,400 | 0.00% | new | FIRST |
| Russell Investments Group, Ltd. | $186.6K | 28,360 | 0.00% | 4q | +160.5%+$115.0K |
| ROYAL BANK OF CANADA | $183.0K | 27,830 | 0.00% | 8q | -29.2%-$75.5K |
| ENVESTNET ASSET MANAGEMENT INC | $179.2K | 27,228 | 0.00% | 4q | +7.8%+$13.0K |
| Next Capital Management LLC | $173.9K | 26,425 | 0.05% | 5q | HELD |
| Summit Trail Advisors, LLC | $166.0K | 25,235 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $164.4K | 24,993 | 0.00% | 9q | -13.0%-$24.6K |
| Police & Firemen's Retirement System of New Jersey | $158.5K | 24,093 | 0.00% | 5q | +43.6%+$48.2K |
| Vanguard Global Advisers, LLC | $157.3K | 23,909 | 0.00% | 2q | HELD |
| Harbour Capital Advisors, LLC | $155.0K | 26,190 | 0.03% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $152.8K | 23,400 | 0.01% | 3q | +10.3%+$14.3K |
| Purpose Unlimited Inc. | $152.7K | 22,804 | 0.01% | 3q | HELD |
| Atom Investors LP | $152.1K | 23,116 | 0.01% | new | NEW |
| Brevan Howard Capital Management LP | $139.5K | 21,201 | 0.00% | 6q | -81.5%-$614.6K |
| Creative Planning | $134.1K | 20,385 | 0.00% | 6q | -1.3%-$1.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $132.3K | 20,104 | 0.00% | new | NEW |
| VIAWEALTH, LLC | $131.6K | 20,000 | 0.07% | 2q | +46.5%+$41.8K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $129.4K | 19,671 | 0.00% | 3q | -49.8%-$128.5K |
| SBI Securities Co., Ltd. | $129.0K | 19,607 | 0.00% | 6q | +101.5%+$65.0K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $125.2K | 19,032 | 0.00% | 5q | +7.5%+$8.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-30 | 13G/A | BlackRock, Inc. | 7.7% |
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 | 195 | $318.1M | 34,573,856 | 56 | 71 | 34 | 29.3% |
| Q1 2026 | 191 | $335.4M | 31,875,090 | 37 | 73 | 39 | 19.7% |
| Q4 2025 | 179 | $398.4M | 29,659,711 | 55 | 74 | 23 | 22.7% |
| Q3 2025 | 143 | $429.1M | 24,922,709 | 40 | 54 | 23 | 32.4% |
| Q2 2025 | 129 | $306.0M | 21,289,614 | 41 | 39 | 28 | 20.9% |
| Q1 2025 | 115 | $123.8M | 17,320,440 | 51 | 37 | 14 | 18.9% |
| Q4 2024 | 89 | $216.9M | 11,121,018 | 46 | 19 | 11 | 30.3% |
| Q3 2024 | 51 | $72.9M | 7,280,005 | 39 | 6 | 5 | 20.5% |
| Q2 2024 | 21 | $18.4M | 8,632,439 | 21 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $40.4M | 993,901 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $3.0K | 64 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $3.0K | 64 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $3.0K | 64 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $3.0K | 64 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 235 | $5.1B | 127,054,607 | 42 | 69 | 87 | 0.5% |
| Q2 2020 | 258 | $4.9B | 135,251,182 | 65 | 87 | 79 | 0.8% |
| Q1 2020 | 229 | $3.8B | 138,891,151 | 32 | 96 | 77 | 0.6% |
| Q4 2019 | 278 | $5.5B | 139,635,634 | 60 | 93 | 78 | 1.2% |
| Q3 2019 | 264 | $7.9B | 140,066,978 | 23 | 92 | 89 | 0.5% |
| Q2 2019 | 278 | $7.4B | 140,629,021 | 42 | 91 | 101 | 0.7% |
| Q1 2019 | 281 | $6.7B | 142,520,391 | 46 | 85 | 104 | 0.6% |
| Q4 2018 | 266 | $5.2B | 140,560,235 | 7 | 2 | 8 | 0.2% |