SERV Institutional Ownership & Shareholders

SERVE ROBOTICS INC (SERV) is currently held by 185 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $208.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of SERV tracked by InsiderSet, reporting ownership valued at approximately $39.75M 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 $15.16M, representing an estimated loss of -61.85% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed SERV value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in SERVE ROBOTICS INC (SERV).

This page ranks the largest institutional SERV 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

185

Total Reported Value

$208.99M

Largest Holder

Blackrock, Inc.

Largest Position

$39.75M

Insider Transactions (90d)

9

Latest Filing Quarter

Q2 2026

New Institutional Positions

80

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%6,040,854$39,748,822$15,162,544-$24,586,278-61.85%
Vanguard Capital Management Llc0.00%2,931,905$19,291,935$7,359,082-$11,932,853-61.85%
State Street Corp0.00%2,456,658$16,164,810$6,166,212-$9,998,598-61.85%
Geode Capital Management, Llc0.00%1,755,095$11,551,125$4,405,288-$7,145,837-61.86%
Susquehanna International Group, Llp0.01%1,541,027$10,139,958$3,867,978-$6,271,980-61.85%
Exchange Traded Concepts, Llc0.04%1,834,280$8,529,402$4,604,043-$3,925,359-46.02%
Legal & General Group Plc0.00%1,371,454$8,410,262$3,442,350-$4,967,912-59.07%
First Trust Advisors Lp0.00%1,167,709$7,683,525$2,930,950-$4,752,575-61.85%
Morgan Stanley0.00%857,318$5,641,153$2,151,868-$3,489,285-61.85%
Mirae Asset Global Etfs Holdings Ltd.0.01%815,926$5,327,758$2,047,974-$3,279,784-61.56%
Captrust Financial Advisors0.01%788,465$5,188,103$1,979,047-$3,209,056-61.85%
Ubs Group Ag0.00%695,130$4,573,955$1,744,776-$2,829,179-61.85%
Nuveen, Llc0.00%614,892$4,045,990$1,543,379-$2,502,611-61.85%
Northern Trust Corp0.00%606,373$3,989,934$1,521,996-$2,467,938-61.85%
Charles Schwab Investment Management Inc0.00%504,252$3,317,978$1,265,673-$2,052,305-61.85%
Vanguard Portfolio Management Llc0.00%483,620$3,182,220$1,213,886-$1,968,334-61.85%
Vanguard Fiduciary Trust Co0.00%423,146$2,784,301$1,062,096-$1,722,205-61.85%
Citadel Advisors Llc0.00%358,163$2,356,713$898,989-$1,457,724-61.85%
Themes Management Co Llc1.28%418,324$1,945,207$1,049,993-$895,214-46.02%
Lpl Financial Llc0.00%280,996$1,848,954$705,300-$1,143,654-61.85%
Tudor Investment Corp Et Al0.01%272,448$1,792,708$683,844-$1,108,864-61.85%
Landscape Capital Management, L.L.C.0.12%271,781$1,788,319$682,170-$1,106,149-61.85%
Exoduspoint Capital Management, Lp0.02%266,693$1,754,840$669,399-$1,085,441-61.85%
Dimensional Fund Advisors Lp0.00%265,773$1,748,786$667,090-$1,081,696-61.85%
Imc-Chicago, Llc0.02%251,782$1,656,726$631,973-$1,024,753-61.85%
Daiwa Securities Group Inc.0.00%347,700$1,616,805$872,727-$744,078-46.02%
Xtx Topco Ltd0.02%242,265$1,594,104$608,085-$986,019-61.85%
Bank Of New York Mellon Corp0.00%233,084$1,533,693$585,041-$948,652-61.85%
Group One Trading Llc0.03%177,644$1,168,898$445,886-$723,012-61.85%
Goldman Sachs Group Inc0.00%175,024$1,151,658$439,310-$712,348-61.85%
Commonwealth Equity Services, Llc0.00%174,574$1,148,700$438,181-$710,519-61.85%
Dnb Asset Management As0.00%162,225$1,067,441$407,185-$660,256-61.85%
Jpmorgan Chase & Co0.00%156,229$992,055$392,135-$599,920-60.47%
Bank Of America Corp0.00%145,137$955,001$364,294-$590,707-61.85%
Simplex Trading, Llc0.02%137,005$901,492$343,883-$557,609-61.85%
Millennium Management Llc0.00%132,774$873,653$333,263-$540,390-61.85%
Mitsubishi Ufj Asset Management Co., Ltd.0.00%130,597$859,328$327,798-$531,530-61.85%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%100,870$851,343$253,184-$598,159-70.26%
Walleye Trading Llc0.01%126,804$834,370$318,278-$516,092-61.85%
Wells Fargo & Company/Mn0.00%123,162$810,406$309,137-$501,269-61.85%
Advisory Services Network, Llc0.01%122,539$806,305$307,573-$498,732-61.85%
Swiss National Bank0.00%121,500$799,470$304,965-$494,505-61.85%
Citigroup Inc0.00%102,324$673,292$256,833-$416,459-61.85%
Squarepoint Ops Llc0.00%100,903$663,942$253,267-$410,675-61.85%
Alphacentric Advisors Llc0.56%100,000$658,000$251,000-$407,000-61.85%
Vontobel Holding Ltd.0.00%138,659$644,764$348,034-$296,730-46.02%
National Bank Of Canada0.00%97,345$640,530$244,336-$396,194-61.85%
Rhumbline Advisers0.00%84,291$554,625$211,570-$343,055-61.85%
Sphera Management Technology Funds Ltd0.18%80,000$526,400$200,800-$325,600-61.85%
California State Teachers Retirement System0.00%77,103$507,338$193,529-$313,809-61.85%
Showing 50 of 183

Frequently asked questions about SERV

  • Who are the largest institutional holders of SERV?

    The largest institutional holders of SERV reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, State Street Corp, Geode Capital Management, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported SERV position.

  • What is SERV institutional ownership?

    This page tracks SERV positions reported by institutional investment managers through SEC Form 13F. SERVE ROBOTICS INC (SERV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SERV?

    InsiderSet currently tracks 185 institutional managers reporting SERV 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 SERV shareholders.

  • How much SERV stock do institutions own?

    Institutional investment managers disclosed approximately $208.99M in SERV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SERV institutional ownership last updated?

    The latest SERV 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 SERV 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 SERV position after the reporting date.

  • Are institutions buying or selling SERV?

    Institutional buying and selling can be analyzed by comparing SERV positions across consecutive 13F reporting periods. InsiderSet's SERV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SERV ownership changes.

  • How has SERV institutional ownership changed over time?

    InsiderSet tracks SERV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.