Security Snapshot

Serina Therapeutics, Inc. - Common Stock, par value, $0.0001 per share (SER) Institutional Ownership

CUSIP: 81751A108

13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

25

Shares (Excl. Options)

1,472,470

Price

$1.94

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,043,382
Value change
+$2,026,817
Number of holders
25
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
14,903,130
SEC-reported price per share
$1.80
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SER - Serina Therapeutics, Inc. - Common Stock, par value, $0.0001 per share is tracked under CUSIP 81751A108.
  • 25 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 22 to 25 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $821,806 to $2,856,595.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 25 institutions filings for Q1 2026.

Open SEC evidence

Security key

81751A108

Latest holder period

Q1 2026

13F holders

25

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
SER
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Sio Capital Management, LLC 6.7% $1,970,000 1,000,000 Sio Capital Management, LLC 31 Mar 2026

As of 31 Mar 2026, 25 institutional investors reported holding 1,472,470 shares of Serina Therapeutics, Inc. - Common Stock, par value, $0.0001 per share (SER). This represents 9.9% of the company’s total 14,903,130 outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,472,470 $2,856,595 +$2,026,817 $1.94 25
2025 Q4 429,589 $821,806 -$69,670 $1.91 22
2025 Q3 461,771 $2,475,090 +$258,024 $5.36 25
2025 Q2 413,141 $2,544,951 +$488,798 $6.16 23
2025 Q1 335,784 $1,903,898 +$94,423 $5.67 25
2024 Q4 319,143 $1,598,910 +$95,398 $5.01 25
2024 Q3 299,999 $2,006,915 +$639,098 $6.69 24
2024 Q2 204,827 $1,961,849 +$906,286 $9.58 20
2024 Q1 109,919 $1,479,506 +$1,479,479 $13.46 13
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