Serina Therapeutics, Inc. (SER) — Institutional Holders, Q2 2026
27 institutional investment managers reported a SER position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SER in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- NORTHERNNew · +20,771 sh+$40.3K
- VANGUARD CAPITAL MANAGEMENTAdded · +3,062 sh+$5.9K
- Tower Research Capital (TRC)Added · +1,727 sh+$3.4K
- UBS Group AGNew · +1,347 sh+$2.6K
- OSAICAdded · +1,001 sh+$1.9K
Biggest sellers
- BlackRockTrimmed · -55,886 sh-$108.4K
- JANE STREET GROUPTrimmed · -24,209 sh-$47.0K
- GEODE CAPITAL MANAGEMENTTrimmed · -13,966 sh-$27.1K
- Vanguard Global AdvisersSold out · -368 sh-$714.00
- Caitong International Asset Management , LtdTrimmed · -238 sh-$462.00
SER 13F holders ranked 1–27 of 27
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Sio Capital Management#1 · 1,000,000 sh | 1,000,000 | $1.9M | 0.32% | 0.0% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 162,198 sh | 162,198 | $314.7K | 0.00% | +1.9% |
| 3 | Waverly Advisors#3 · 67,492 sh | 67,492 | $130.9K | <0.01% | 0.0% |
| 4 | GEODE CAPITAL MANAGEMENT#4 · 51,007 sh | 51,007 | $99.0K | 0.00% | -21.5% |
| 5 | Keel Point#5 · 21,508 sh | 21,508 | $41.7K | <0.01% | 0.0% |
| 6 | NORTHERN#6 · 20,771 sh | 20,771 | $40.3K | 0.00% | New |
| 7 | VANGUARD FIDUCIARY#7 · 20,009 sh | 20,009 | $38.8K | 0.00% | 0.0% |
| 8 | Avidian Wealth Solutions#8 · 18,800 sh | 18,800 | $36.5K | — | 0.0% |
| 9 | JANE STREET GROUP#9 · 15,444 sh | 15,444 | $30.0K | 0.00% | -61.1% |
| 10 | STATE STREET#10 · 12,758 sh | 12,758 | $24.8K | 0.00% | 0.0% |
| 11 | Caitong International Asset Management , Ltd#11 · 3,744 sh | 3,744 | $7.3K | <0.01% | -6.0% |
| 12 | WELLS FARGO & COMPANY#12 · 3,611 sh | 3,611 | $7.0K | 0.00% | +0.1% |
| 13 | Tower Research Capital (TRC)#13 · 2,570 sh | 2,570 | $5.0K | <0.01% | +204.9% |
| 14 | BlackRock#14 · 2,378 sh | 2,378 | $4.6K | 0.00% | -95.9% |
| 15 | OSAIC#15 · 2,002 sh | 2,002 | $3.9K | 0.00% | +100.0% |
| 16 | UBS Group AG#16 · 1,347 sh | 1,347 | $2.6K | 0.00% | New |
| 17 | BARCLAYS PLC#17 · 545 sh | 545 | $1.1K | 0.00% | New |
| 18 | Piscataqua Savings Bank#18 · 28 sh | 28 | $54.00 | — | 0.0% |
| 19 | MORGAN STANLEY#19 · 14 sh | 14 | $28.00 | 0.00% | +75.0% |
| 20 | ALBION FINANCIAL GROUP#20 · 8 sh | 8 | $16.00 | — | 0.0% |
| 21 | Pacifica Partners#21 · 8 sh | 8 | $15.00 | — | 0.0% |
| 22 | BNP PARIBAS FINANCIAL MARKETS#22 · 2 sh | 2 | $4.00 | 0.00% | 0.0% |
| 23 | Rockefeller Capital Management L.P.#23 · 2 sh | 2 | $4.00 | 0.00% | 0.0% |
| 24 | Global Retirement Partners#24 · 1 sh | 1 | $2.00 | 0.00% | — |
| 25 | JPMORGAN CHASE#25 · 1 sh | 1 | $2.00 | 0.00% | New |
| 26 | Farther Finance Advisors#26 · 1 sh | 1 | $2.00 | — | 0.0% |
| 27 | Avion Wealth#27 · 312 sh | 312 | $0.00 | 0.00% | New |
Funds that sold out of SER in Q2 2026 (3)
Held SER at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Vanguard Global Advisers368 sh | 368 | $714.00 |
| Advisory Services Network14 sh | 14 | $27.00 |
| Federation des caisses Desjardins du Quebec1 sh | 1 | $2.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.