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DaveManuel.com · Institutional Ownership · Who Owns It

SERVE ROBOTICS INC (SERV)

Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.

204
Reporting holders
$307.9M
Reported value
37.8%
Of shares outstanding
18.7%
Calls
11.4%
Puts
-1
Holder change

Institutions report 32,817,294 shares against 86,707,507 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
BlackRock, Inc.$39.7M6,040,8540.00%8q+24.5%+$7.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$32.0M
incl. $21.9M options CALL+PUT
1,541,0270.00%8q+84.6%+$14.7M
GROUP ONE TRADING LLC$21.5M
incl. $20.3M options CALL+PUT
177,6440.03%8q+207.0%+$14.5M
VANGUARD CAPITAL MANAGEMENT LLC$19.3M2,931,9050.00%2q+5.8%+$1.1M
CITADEL ADVISORS LLC$18.6M
incl. $16.3M options CALL+PUT
358,1630.00%8q-30.7%-$8.2M
STATE STREET CORP$16.2M2,456,6580.00%8q+90.7%+$7.7M
GEODE CAPITAL MANAGEMENT, LLC$11.6M1,755,0950.00%9q+13.5%+$1.4M
EXCHANGE TRADED CONCEPTS, LLC$10.0M1,522,6160.05%7q-4.7%-$491.1K
JANE STREET GROUP, LLC$9.2M CALL+PUToptions only0.00%9qOPTIONS
IMC-Chicago, LLC$9.2M
incl. $7.5M options CALL+PUT
251,7820.00%7qHELD
Legal & General Group Plc$8.4M1,371,4540.00%7q+23.8%+$1.6M
FIRST TRUST ADVISORS LP$7.7M1,167,7090.00%4q+21.8%+$1.4M
MORGAN STANLEY$5.6M857,3180.00%8q+24.8%+$1.1M
Walleye Trading LLC$5.5M
incl. $4.6M options CALL+PUT
126,8040.01%6qHELD
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.3M815,9260.01%7q+1.9%+$97.2K
CAPTRUST FINANCIAL ADVISORS$5.2M788,4650.01%7q+3.6%+$179.8K
SIMPLEX TRADING, LLC$5.0M
incl. $4.1M options CALL+PUT
137,0050.00%8qHELD
UBS Group AG$4.6M695,1300.00%7q+44.3%+$1.4M
Nuveen, LLC$4.0M614,8920.00%5q+1.0%+$40.3K
NORTHERN TRUST CORP$4.0M606,3730.00%9q+13.8%+$484.3K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.3M504,2520.00%7q-1.4%-$47.5K
VANGUARD PORTFOLIO MANAGEMENT LLC$3.2M483,6200.00%2q+25.0%+$635.8K
Daiwa Securities Group Inc.$2.8M
incl. $1.4M options PUT
214,5000.01%2q+542.2%+$2.4M
VANGUARD FIDUCIARY TRUST CO$2.8M423,1460.00%2q+1.7%+$47.8K
TUDOR INVESTMENT CORP ET AL$2.6M
incl. $834.3K options CALL
272,4480.00%newNEW
Clear Street Group Inc.$2.4M CALLoptions only0.01%newOPTIONS
LPL Financial LLC$1.8M280,9960.00%7q+9.7%+$164.0K
HRT FINANCIAL LP$1.8M
incl. $1.8M options OPT
273,9000.00%newNEW
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.8M271,7810.12%2q+28.6%+$397.3K
ExodusPoint Capital Management, LP$1.8M266,6930.01%newNEW
DIMENSIONAL FUND ADVISORS LP$1.7M265,7730.00%newNEW
XTX Topco Ltd$1.6M242,2650.02%newNEW
Themes Management Co LLC$1.6M237,5301.04%3q+180.4%+$1.0M
Bank of New York Mellon Corp$1.5M233,0840.00%5q+29.6%+$350.7K
NATIONAL BANK OF CANADA /FI/$1.2M
incl. $563.2K options PUT
97,3450.00%7q-71.2%-$3.0M
GOLDMAN SACHS GROUP INC$1.2M175,0240.00%7q-10.5%-$135.0K
COMMONWEALTH EQUITY SERVICES, LLC$1.1M174,5740.00%7q-7.2%-$88.9K
DNB Asset Management AS$1.1M162,2250.00%8q-11.0%-$132.6K
Crawford Fund Management, LLC$1.1M PUToptions only0.16%2qOPTIONS
JPMORGAN CHASE & CO$992.1K156,2290.00%9q+237.2%+$697.9K
BANK OF AMERICA CORP /DE/$955.0K145,1370.00%9q-6.3%-$63.9K
PEAK6 LLC$936.5K
incl. $681.7K options CALL
38,7210.00%newNEW
MILLENNIUM MANAGEMENT LLC$873.7K132,7740.00%newNEW
Mitsubishi UFJ Asset Management Co., Ltd.$859.3K130,5970.00%newNEW
Advisory Services Network, LLC$820.1K
incl. $13.8K options CALL
122,5390.01%5q+155.1%+$498.7K
WELLS FARGO & COMPANY/MN$810.4K123,1620.00%9q+74.5%+$345.9K
Swiss National Bank$799.5K121,5000.00%3q+3.1%+$24.3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$755.6K114,8350.00%3q+13.8%+$91.9K
Walleye Capital LLC$717.2K CALL+PUToptions only0.00%6qOPTIONS
WHITE PINE CAPITAL LLC$697.3K105,9700.16%4q+13.9%+$85.0K
Inspire Investing, LLC$674.3K102,4840.03%4q+65.1%+$266.0K
CITIGROUP INC$673.3K102,3240.00%8q+54.7%+$238.1K
Squarepoint Ops LLC$663.9K100,9030.00%3q+237.3%+$467.1K
AlphaCentric Advisors LLC$658.0K100,0000.56%3q+33.3%+$164.5K
Cambridge Investment Research Advisors, Inc.$584.0K88,8240.00%7q+84.5%+$267.4K
RHUMBLINE ADVISERS$554.6K84,2910.00%5q+15.6%+$75.0K
Sphera Management Technology Funds Ltd$526.4K80,0000.18%3qHELD
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$507.3K77,1030.00%6q+41.1%+$147.8K
PRICE T ROWE ASSOCIATES INC /MD/$507.0K77,0090.00%5q+31.6%+$121.7K
DEUTSCHE BANK AG\$468.5K71,1960.00%5q+26.4%+$97.9K
PFG Investments, LLC$457.4K69,5210.02%9q+15.7%+$62.2K
Vontobel Holding Ltd.$446.9K67,9220.00%5q+8.4%+$34.5K
Capstone Capital Management Ltd$428.2K65,0760.19%newNEW
D. E. Shaw & Co., Inc.$427.7K CALLoptions only0.00%newOPTIONS
Verition Fund Management LLC$409.9K CALL+PUToptions only0.00%6qOPTIONS
Snowden Capital Advisors LLC$405.9K61,6900.01%newNEW
AMERICAN CENTURY COMPANIES INC$365.7K55,5750.00%5q+27.5%+$78.9K
ALLIANCEBERNSTEIN L.P.$287.8K34,1000.00%4q-38.2%-$178.1K
MetLife Investment Management, LLC$283.3K43,0570.00%5q+21.7%+$50.4K
RAYMOND JAMES FINANCIAL INC$272.0K41,3410.00%7q-79.2%-$1.0M
Jain Global LLC$268.6K40,8180.00%newNEW
LAFFER TENGLER INVESTMENTS, INC.$265.9K40,4040.03%3q+42.8%+$79.7K
Bluespring Wealth Management, LLC$254.9K38,7350.00%newNEW
Invesco Ltd.$252.4K38,3620.00%5q-41.7%-$180.7K
Sculptor Capital LP$250.0K
incl. $125.0K options PUT
19,0000.00%6q-91.3%-$2.6M
VANGUARD ASSET MANAGEMENT, Ltd$249.9K37,9720.00%2qHELD
Quantinno Capital Management LP$237.1K36,0370.00%2q+12.7%+$26.7K
Gruss & Co., LLC$234.2K35,6000.57%newNEW
TD Waterhouse Canada Inc.$228.6K35,0400.00%2q+1336.1%+$212.6K
Engineers Gate Manager LP$213.6K32,4650.00%newNEW
Sanctuary Advisors, LLC$206.0K31,3070.00%3q+63.2%+$79.8K
JONES FINANCIAL COMPANIES LLLP$205.8K34,2460.00%8q+30.0%+$47.5K
WEDBUSH SECURITIES INC$205.0K31,1300.01%4q+52.7%+$70.8K
Jupiter Topco LLC$187.0K28,4000.00%newFIRST
Russell Investments Group, Ltd.$186.6K28,3600.00%4q+160.5%+$115.0K
ROYAL BANK OF CANADA$183.0K27,8300.00%8q-29.2%-$75.5K
ENVESTNET ASSET MANAGEMENT INC$179.2K27,2280.00%4q+7.8%+$13.0K
Next Capital Management LLC$173.9K26,4250.05%5qHELD
Summit Trail Advisors, LLC$166.0K25,2350.00%2qHELD
OSAIC HOLDINGS, INC.$164.4K24,9930.00%9q-13.0%-$24.6K
Police & Firemen's Retirement System of New Jersey$158.5K24,0930.00%5q+43.6%+$48.2K
Vanguard Global Advisers, LLC$157.3K23,9090.00%2qHELD
THOROUGHBRED FINANCIAL SERVICES, LLC$156.0K23,7500.01%5q-2.1%-$3.3K
Harbour Capital Advisors, LLC$155.0K26,1900.03%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$152.8K23,4000.01%3q+10.3%+$14.3K
Purpose Unlimited Inc.$152.7K22,8040.01%3qHELD
Atom Investors LP$152.1K23,1160.01%newNEW
SG Americas Securities, LLC$149.0K22,7200.00%2q+17.3%+$22.0K
Brevan Howard Capital Management LP$139.5K21,2010.00%6q-81.5%-$614.6K
Creative Planning$134.1K20,3850.00%6q-1.3%-$1.8K

Showing the largest 100 of 204 reported holders.

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-18Kashani AliChief Executive OfficerSold45,158$205.9K
2026-08-18Parang TourajPresident & COOSold37,993$172.7K ×2
2026-08-17Read BrianChief Financial OfficerSold25,240$132.3K
2026-06-10Kashani AliChief Executive OfficerSold15,885$115.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202635$15.3M3,072,885814810.5%
Q2 2026204$307.9M32,817,29454773530.7%
Q1 2026205$331.1M31,365,51441744419.9%
Q4 2025193$402.8M30,082,22255802822.4%
Q3 2025157$445.7M25,490,79841622633.4%
Q2 2025141$313.5M21,481,71547423022.1%
Q1 2025126$127.6M17,540,19956421420.3%
Q4 202499$234.8M11,899,09452191331.1%
Q3 202456$84.3M8,605,363446618.8%
Q2 202423$18.5M8,659,43923000.0%
Q2 20221$40.4M993,9011000.0%
Q3 20211$3.0K640000.0%
Q2 20211$3.0K640000.0%
Q1 20211$3.0K640000.0%
Q4 20201$3.0K640000.0%
Q3 2020233$9.1B227,293,5504268860.3%
Q2 2020255$5.1B142,357,6076587760.7%
Q1 2020226$4.1B149,953,0073294760.5%
Q4 2019272$5.3B135,885,3185990761.2%
Q3 2019260$13.2B236,152,3402389880.3%
Q2 2019275$12.9B246,239,3124290990.4%
Q1 2019277$11.6B247,242,92246821030.4%
Q4 2018262$9.5B257,892,9637270.1%