Serve Robotics Ownership | Who Owns Serve Robotics?
Serve Robotics Ownership Summary
Serve Robotics is owned by 41.69% institutional investors, 5.21% insiders, and 53.10% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.57% of SERV shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 2.54% of its assets in Serve Robotics shares.
SERV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Serve Robotics | 41.69% | 5.21% | 53.10% |
| Sector | Industrials Stocks | 67.86% | 16.45% | 15.69% |
| Industry | Industrial Machinery Stocks | 139.45% | 11.60% | -51.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.85M | 6.57% | $40.94M |
| Vanguard group | 3.61M | 6.17% | $37.43M |
| Exchange traded concepts | 1.60M | 2.16% | $13.48M |
| Geode capital management | 1.55M | 2.09% | $13.06M |
| State street | 1.29M | 1.74% | $10.87M |
| Legal & general group | 1.11M | 1.50% | $9.79M |
| First trust advisors lp | 958.85K | 1.30% | $8.09M |
| Susquehanna group, llp | 834.88K | 1.13% | $7.05M |
| Mirae asset global etfs | 801.05K | 1.08% | $6.63M |
| Captrust financial advisors | 761.14K | 1.03% | $6.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alphacentric advisors | 75.00K | 0.63% | $633.00K |
| Sphera management technology funds | 80.00K | 0.38% | $675.20K |
| Prosperity wealth management | 42.00K | 0.17% | $488.46K |
| Landscape capital management | 211.41K | 0.11% | $1.78M |
| Vanguard capital wealth advisors | 14.30K | 0.11% | $120.69K |
| White pine capital | 41.59K | 0.10% | $351.03K |
| Exchange traded concepts | 1.60M | 0.10% | $13.48M |
| Next capital management | 26.43K | 0.07% | $223.03K |
| Viawealth | 13.65K | 0.06% | $115.21K |
| Prelude capital management | 50.02K | 0.05% | $581.69K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 3.61M | 0.00% | 1.01M |
| Vanguard fiduciary trust | 415.89K | 0.00% | 415.89K |
| Exchange traded concepts | 1.60M | 0.10% | 349.69K |
| Legal & general group | 1.11M | 0.00% | 267.93K |
| Morgan stanley | 686.95K | 0.00% | 256.03K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Uber | - | - | -2.07M |
| Ameriprise financial | - | - | -786.05K |
| Yong rong (hk) asset management | - | - | -704.00K |
| Cubist systematic strategies | - | - | -358.99K |
| Capital fund management | - | - | -318.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 415.89K | 0.00% | 415.89K | $3.51M |
| Wellington management group llp | 251.41K | 0.00% | 251.41K | $2.92M |
| Landscape capital management | 211.41K | 0.11% | 211.41K | $1.78M |
| Prelude capital management | 50.02K | 0.05% | 50.02K | $581.69K |
| Vanguard asset management | 37.97K | 0.00% | 37.97K | $320.48K |
Sold Out
| Holder | Change |
|---|---|
| Modus advisors | -12.00 |
| Pinnacle wealth planning services | -14.00 |
| Larson financial group | -25.00 |
| Fortitude family office | -48.00 |
| Swan capital | -50.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 219 | 2.34% | 33,482,295 | 6.89% | 41 | 2.46% | 135 | 7.14% | 35 | -14.63% |
| Mar 31, 2026 | 137 | -31.84% | 19,236,089 | -35.14% | 26 | 1.01% | 81 | -43.75% | 24 | -14.29% |
| Dec 31, 2025 | 141 | -15.57% | 21,149,291 | -16.80% | 36 | 1.85% | 102 | -6.42% | 17 | -26.09% |
| Sep 30, 2025 | 158 | 8.97% | 24,755,664 | 26.26% | 43 | 3.70% | 99 | 11.24% | 23 | -14.81% |
| Jun 30, 2025 | 144 | 5.88% | 21,171,191 | 20.71% | 36 | 3.80% | 89 | -11.00% | 26 | 85.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 2.16M | 2.54% | 212.00K |
| Vanguard Total Stock Mkt Idx Inv | 2.16M | 2.54% | 212.00K |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.16M | 2.50% | - |
| iShares Russell 2000 ETF | 1.80M | 2.08% | -31.97K |
| Robo Global® Robotics&Automation ETF | 1.57M | 1.82% | - |
| L&G ROBO Global Rbtc and Atmtn ETF | 1.35M | 1.57% | 9.64K |
| FT Nasdaq Artfcl Intllgnc and Rbtc ETF | 1.18M | 1.36% | - |
| Stt Strt®SPDR®S&PKenshoNwEcosComposETF | 929.71K | 1.07% | 705.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 705.72K | 0.82% | 1.94K |
| Fidelity Small Cap Index | 660.02K | 0.78% | 10.29K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 19, 2026 | Read Brian | Chief Financial Officer | Sell | $46.56K |
| Aug 18, 2026 | Read Brian | Chief Financial Officer | Sell | $27.95K |
| Aug 17, 2026 | Read Brian | Chief Financial Officer | Sell | $132.26K |
| Aug 18, 2026 | Parang Touraj | President & COO | Sell | $82.37K |
| Aug 18, 2026 | Parang Touraj | President & COO | Sell | $90.33K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 6 |
| 2026 Q2 | - | 14 |
| 2026 Q1 | - | 24 |
| 2025 Q4 | - | 28 |
| 2025 Q3 | - | 24 |
SERV Ownership FAQ
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