Security Snapshot

Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share (SERV) Institutional Ownership

CUSIP: 81758H106

13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

184

Shares (Excl. Options)

29,709,837

Price

$10.38

Type / Class
Equity / Common Stock, $0.0001 par value per share
Symbol
SERV on Nasdaq
Shares outstanding
75,660,714
Price per share
$8.44
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
29,709,837
Total reported value
$308,541,774
% of total 13F portfolios
0%
Share change
+3,537,648
Value change
+$35,940,736
Number of holders
184
Price from insider filings
$8.44
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • SERV - Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share is tracked under CUSIP 81758H106.
  • 184 institutions reported positions in Q4 2025.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 184 to 4 between Q4 2025 and Q1 2026.
  • Reported value moved from $308,541,774 to $53,651.

Why This Matters

  • 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.

Official SEC Source

Backed by Form 13F

Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.

See Original Filing

Investment Quick Answers

What is CUSIP 81758H106?
CUSIP 81758H106 identifies SERV - Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share (SERV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Khosla Ventures VI, L.P. 7.5% $50,125,823 4,801,324 VK Services, LLC 15 Aug 2025
BlackRock, Inc. 5.9% $41,431,708 3,562,455 BlackRock, Inc. 30 Sep 2025
SUSQUEHANNA SECURITIES, LLC 2.8% -52% $30,548,770 -$20,184,554 2,118,500 -40% G1 Execution Services, LLC 31 Dec 2025
Uber Technologies, Inc 3.4% $23,294,576 2,070,629 Uber Technologies, Inc. 19 Sep 2025

As of 31 Dec 2025, 184 institutional investors reported holding 29,709,837 shares of Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share (SERV). This represents 39% of the company’s total 75,660,714 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share (SERV) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.3% 4,778,761 +29% 0% $49,603,540
VANGUARD GROUP INC 4.8% 3,605,911 +39% 0% $37,429,355
Uber Technologies, Inc 2.7% 2,070,629 0% 0.51% $21,493,129
GEODE CAPITAL MANAGEMENT, LLC 1.9% 1,457,965 +29% 0% $15,137,330
EXCHANGE TRADED CONCEPTS, LLC 1.6% 1,247,559 +12% 0.11% $12,949,662
STATE STREET CORP 1.6% 1,245,411 +29% 0% $12,927,366
FIRST TRUST ADVISORS LP 1.4% 1,022,459 +35% 0.01% $10,613,124
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.1% 844,300 -48% 0.01% $8,763,834
Legal & General Group Plc 1.1% 839,933 +12% 0% $8,864,341
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1% 774,086 +4.1% 0.01% $7,988,207
CAPITAL FUND MANAGEMENT S.A. 0.96% 722,961 +51% 0.07% $7,504,335
CAPTRUST FINANCIAL ADVISORS 0.93% 707,002 +20% 0.01% $7,338,676
CITADEL ADVISORS LLC 0.91% 691,740 -57% 0% $7,180,261
Nuveen, LLC 0.8% 608,205 +50% 0% $6,313,167
UBS Group AG 0.71% 533,906 -23% 0% $5,541,945
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.65% 494,999 +23% 0% $5,138,090
NORTHERN TRUST CORP 0.65% 490,319 +31% 0% $5,089,512
Creek Drive Management Group LLC 0.63% 473,200 0% 3.6% $4,911,816
MORGAN STANLEY 0.57% 430,919 -12% 0% $4,472,940
RAYMOND JAMES FINANCIAL INC 0.45% 341,771 +9.3% 0% $3,547,583
NATIONAL BANK OF CANADA /FI/ 0.41% 308,935 +65% 0% $3,206,745
GROUP ONE TRADING LLC 0.35% 266,114 +3.9% 0.08% $2,762,263
Point72 Asset Management, L.P. 0.35% 264,477 0% $2,745,271
DNB Asset Management AS 0.32% 239,205 +179% 0.01% $2,482,948
Walleye Trading LLC 0.28% 213,003 +351% 0.04% $2,210,971

Institutional Holders of Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share (SERV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 6,361 $53,651 +$36,553 $8.44 4
2025 Q4 29,709,837 $308,541,774 +$35,940,736 $10.38 184
2025 Q3 25,421,037 $295,850,400 +$48,309,416 $11.63 148
2025 Q2 21,270,112 $242,574,192 +$51,307,849 $11.44 132
2025 Q1 17,537,798 $101,660,618 +$23,179,475 $5.75 117
2024 Q4 11,897,768 $161,691,526 -$738,191 $13.50 92
2024 Q3 8,553,618 $68,096,876 +$15,317,883 $7.95 53
2024 Q2 8,450,505 $16,476,835 +$16,476,835 $1.95 22

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