Latest Period
Q1 2026
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
Institutions Reporting
194
Shares (Excl. Options)
31,070,041
Price
$8.44
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- Type / Class
- Equity / Common Stock, $0.0001 par value per share
- Symbol
- SERV on Nasdaq
- Shares outstanding
- 75,660,714
- Price per share
- $8.99
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 31,070,041
- Total reported value
- $262,612,223
- % of total 13F portfolios
- 0%
- Share change
- +1,356,509
- Value change
- +$8,294,666
- Number of holders
- 194
- Price from insider filings
- $8.99
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SERV - Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share is tracked under CUSIP 81758H106.
- 194 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 184 to 194 between Q4 2025 and Q1 2026.
- Reported value moved from $308,541,774 to $262,612,223.
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
Open SEC Evidence
Latest holder context comes from 194 institutions filings for Q1 2026.
Security key
81758H106
Latest holder period
Q1 2026
13F holders
194
13D/G owners
4
CIK / CUSIP context first
Open Q1 2026 holders
SERV full holder history
Serve Robotics Inc. /DE/ SEC filings
Serve Robotics Inc. /DE/ company facts
Serve Robotics Inc. /DE/ insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 81758H106:
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 Mar 2026, 194 institutional investors reported holding 31,070,041 shares of Serve Robotics Inc. /DE/ - Common Stock, $0.0001 par value per share (SERV). This represents 41% 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. | 6.4% | 4,850,232 | +1.5% | 0% | $40,935,957 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.7% | 2,771,761 | 0% | 0% | $23,393,663 |
| Uber Technologies, Inc | 2.7% | 2,070,629 | 0% | 0.49% | $17,476,109 |
| EXCHANGE TRADED CONCEPTS, LLC | 2.1% | 1,597,252 | +28% | 0.1% | $13,480,807 |
| GEODE CAPITAL MANAGEMENT, LLC | 2% | 1,546,666 | +6.1% | 0% | $13,056,979 |
| STATE STREET CORP | 1.7% | 1,287,944 | +3.4% | 0% | $10,870,247 |
| Legal & General Group Plc | 1.5% | 1,107,859 | +32% | 0% | $9,794,439 |
| FIRST TRUST ADVISORS LP | 1.3% | 958,853 | -6.2% | 0.01% | $8,092,719 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 834,878 | -1.1% | 0.01% | $7,046,370 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.1% | 801,047 | +3.5% | 0.01% | $6,626,036 |
| AMERIPRISE FINANCIAL INC | 1% | 786,046 | 0% | $6,634,229 | |
| CAPTRUST FINANCIAL ADVISORS | 1% | 761,136 | +7.7% | 0.01% | $6,422,720 |
| MORGAN STANLEY | 0.91% | 686,951 | +59% | 0% | $5,797,867 |
| Nuveen, LLC | 0.8% | 608,765 | +0.09% | 0% | $5,137,976 |
| NORTHERN TRUST CORP | 0.7% | 532,771 | +8.7% | 0% | $4,496,588 |
| CITADEL ADVISORS LLC | 0.68% | 516,886 | -25% | 0% | $4,362,518 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.68% | 511,464 | +3.3% | 0% | $4,316,756 |
| UBS Group AG | 0.64% | 481,818 | -9.8% | 0% | $4,066,544 |
| VANGUARD FIDUCIARY TRUST CO | 0.55% | 415,888 | 0% | 0% | $3,510,095 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.51% | 387,000 | 0% | 0% | $3,266,280 |
| NATIONAL BANK OF CANADA /FI/ | 0.45% | 338,424 | +9.5% | 0% | $2,856,383 |
| Creek Drive Management Group LLC | 0.44% | 335,000 | -29% | 1.8% | $2,827,400 |
| CAPITAL FUND MANAGEMENT S.A. | 0.42% | 318,346 | -56% | 0.02% | $2,686,840 |
| Grange Capital, LLC | 0.38% | 287,427 | 2.4% | $2,425,884 | |
| LPL Financial LLC | 0.34% | 256,073 | +68% | 0% | $2,161,256 |
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 | 31,070,041 | $262,612,223 | +$8,294,666 | $8.44 | 194 |
| 2025 Q4 | 29,709,837 | $308,541,774 | +$35,775,822 | $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 |