SERA Institutional Ownership & Shareholders
SERA PROGNOSTICS INC-A (SERA) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.69M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Baker Bros. Advisors Lp is currently the largest disclosed institutional shareholder of SERA tracked by InsiderSet, reporting ownership valued at approximately $10.01M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.16M, representing an estimated gain of +11.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed SERA value among the investors covered in this analysis. Major shareholders include Baker Bros. Advisors Lp, Whetstone Capital Advisors, Llc, Aberdeen Group Plc, and several other long-term asset managers with concentrated positions in SERA PROGNOSTICS INC-A (SERA).
This page ranks the largest institutional SERA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
50
Total Reported Value
$36.69M
Largest Holder
Baker Bros. Advisors Lp
Largest Position
$10.01M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Baker Bros. Advisors Lp | 0.05% | 5,498,170 | $10,006,669 | $11,161,285 | +$1,154,616 | +11.54% | |
| Whetstone Capital Advisors, Llc | 1.59% | 3,306,889 | $6,018,538 | $6,712,985 | +$694,447 | +11.54% | |
| Aberdeen Group Plc | 0.01% | 2,753,525 | $5,011,416 | $5,589,656 | +$578,240 | +11.54% | |
| Psp Research Llc | 3.43% | 2,396,685 | $5,009,072 | $4,865,271 | -$143,801 | -2.87% | |
| Vivo Capital, Llc | 0.27% | 1,650,440 | $3,003,801 | $3,350,393 | +$346,592 | +11.54% | |
| Vanguard Capital Management Llc | 0.00% | 1,297,792 | $2,361,981 | $2,634,518 | +$272,537 | +11.54% | |
| Captrust Financial Advisors | 0.00% | 535,755 | $975,074 | $1,087,583 | +$112,509 | +11.54% | |
| Sanders Morris Harris Llc | 0.09% | 314,950 | $642,498 | $639,348 | -$3,150 | -0.49% | |
| Geode Capital Management, Llc | 0.00% | 348,967 | $635,473 | $708,403 | +$72,930 | +11.48% | |
| Blackrock, Inc. | 0.00% | 221,369 | $402,891 | $449,379 | +$46,488 | +11.54% | |
| Awm Investment Company, Inc. | 0.03% | 207,382 | $377,435 | $420,985 | +$43,550 | +11.54% | |
| Vanguard Fiduciary Trust Co | 0.00% | 170,908 | $311,053 | $346,943 | +$35,890 | +11.54% | |
| State Street Corp | 0.00% | 124,792 | $227,121 | $253,328 | +$26,207 | +11.54% | |
| Millennium Management Llc | 0.00% | 73,986 | $134,655 | $150,192 | +$15,537 | +11.54% | |
| Perigon Wealth Management, Llc | 0.00% | 72,685 | $132,287 | $147,551 | +$15,264 | +11.54% | |
| Northern Trust Corp | 0.00% | 68,595 | $124,843 | $139,248 | +$14,405 | +11.54% | |
| Bank Of New York Mellon Corp | 0.00% | 60,927 | $110,887 | $123,682 | +$12,795 | +11.54% | |
| Bridgeway Capital Management, Llc | 0.00% | 55,705 | $101,383 | $113,081 | +$11,698 | +11.54% | |
| Requisite Capital Management, Llc | 0.02% | 55,648 | $101,279 | $112,965 | +$11,686 | +11.54% | |
| Morgan Stanley | 0.00% | 50,972 | $92,769 | $103,473 | +$10,704 | +11.54% | |
| Qube Research & Technologies Ltd | 0.00% | 50,871 | $92,585 | $103,268 | +$10,683 | +11.54% | |
| Ballentine Partners, Llc | 0.00% | 49,664 | $90,388 | $100,818 | +$10,430 | +11.54% | |
| Twelve Points Wealth Management Llc | 0.02% | 43,388 | $78,966 | $88,078 | +$9,112 | +11.54% | |
| Citadel Advisors Llc | 0.00% | 41,411 | $75,368 | $84,064 | +$8,696 | +11.54% | |
| Catalyst Funds Management Pty Ltd | 0.00% | 38,890 | $70,780 | $78,947 | +$8,167 | +11.54% | |
| Goldman Sachs Group Inc | 0.00% | 32,541 | $59,225 | $66,058 | +$6,833 | +11.54% | |
| Birch Hill Investment Advisors Llc | 0.00% | 27,293 | $57,042 | $55,405 | -$1,637 | -2.87% | |
| Dimensional Fund Advisors Lp | 0.00% | 29,499 | $53,652 | $59,883 | +$6,231 | +11.61% | |
| Cetera Investment Advisers | 0.00% | 25,000 | $45,500 | $50,750 | +$5,250 | +11.54% | |
| Xtx Topco Ltd | 0.00% | 16,808 | $30,591 | $34,120 | +$3,529 | +11.54% | |
| Two Sigma Investments, Lp | 0.00% | 16,221 | $29,522 | $32,929 | +$3,407 | +11.54% | |
| Wagner Wealth Management, Llc | 0.00% | 12,400 | $25,916 | $25,172 | -$744 | -2.87% | |
| Riverview Capital Advisers, Llc | 0.01% | 12,669 | $23,058 | $25,718 | +$2,660 | +11.54% | |
| Focus Partners Wealth | 0.00% | 12,156 | $22,124 | $24,677 | +$2,553 | +11.54% | |
| Diversify Advisory Services, Llc | 0.00% | 10,591 | $21,500 | $21,500 | -$0 | -0.00% | |
| Diversify Wealth Management, Llc | 0.00% | 10,591 | $21,500 | $21,500 | -$0 | -0.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,500 | $21,210 | $21,315 | +$105 | +0.50% | |
| Ubs Group Ag | 0.00% | 11,309 | $20,583 | $22,957 | +$2,374 | +11.54% | |
| Vanguard Global Advisers, Llc | 0.00% | 11,169 | $20,328 | $22,673 | +$2,345 | +11.54% | |
| Geneos Wealth Management Inc. | 0.00% | 10,800 | $19,656 | $21,924 | +$2,268 | +11.54% | |
| Barclays Plc | 0.00% | 3,179 | $5,786 | $6,453 | +$667 | +11.53% | |
| Fmr Llc | 0.00% | 2,539 | $4,621 | $5,154 | +$533 | +11.54% | |
| Cwm, Llc | 0.00% | 1,003 | $2,036 | $2,036 | +$0 | +0.00% | |
| Toth Financial Advisory Corp | 0.00% | 255 | $533 | $518 | -$15 | -2.88% | |
| Jpmorgan Chase & Co | 0.00% | 222 | $402 | $451 | +$49 | +12.10% | |
| Bnp Paribas Financial Markets | 0.00% | 186 | $339 | $378 | +$39 | +11.38% | |
| Nisa Investment Advisors, Llc | 0.00% | 129 | $270 | $262 | -$8 | -3.01% | |
| Silicon Valley Capital Partners | 0.00% | 57 | $104 | $116 | +$12 | +11.26% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 4 | $7 | $8 | +$1 | +16.00% | |
| Sbi Securities Co., Ltd. | 0.00% | 4 | $7 | $8 | +$1 | +16.00% |
Frequently asked questions about SERA
Who are the largest institutional holders of SERA?
The largest institutional holders of SERA reported in the latest SEC Form 13F filings include Baker Bros. Advisors Lp, Whetstone Capital Advisors, Llc, Aberdeen Group Plc, Psp Research Llc, and Vivo Capital, Llc. InsiderSet ranks institutional holders by their latest reported SERA position.
What is SERA institutional ownership?
This page tracks SERA positions reported by institutional investment managers through SEC Form 13F. SERA PROGNOSTICS INC-A (SERA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SERA?
InsiderSet currently tracks 50 institutional managers reporting SERA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SERA shareholders.
How much SERA stock do institutions own?
Institutional investment managers disclosed approximately $36.69M in SERA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SERA institutional ownership last updated?
The latest SERA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SERA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SERA position after the reporting date.
Are institutions buying or selling SERA?
Institutional buying and selling can be analyzed by comparing SERA positions across consecutive 13F reporting periods. InsiderSet's SERA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SERA ownership changes.
How has SERA institutional ownership changed over time?
InsiderSet tracks SERA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.