Serve Robotics Inc. /DE/ (SERV) — Institutional Holders, Q2 2026

198 institutional investment managers reported a SERV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $213.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SERV stock profile

SERV 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.

New positions

Added to

Trimmed

Sold out

Biggest buyers

BlackRockAdded · +1,190,622 sh+$7.8M
STATE STREETAdded · +1,168,714 sh+$7.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPAdded · +706,149 sh+$4.6M
TUDOR INVESTMENT ET ALNew · +272,448 sh+$1.8M
ExodusPoint Capital ManagementNew · +266,693 sh+$1.8M

Biggest sellers

Uber TechnologiesSold out · -2,070,629 sh-$13.6M
AMERIPRISE FINANCIALSold out · -786,046 sh-$5.2M
Creek Drive Management GroupSold out · -335,000 sh-$2.2M
CAPITAL FUND MANAGEMENT S.A.Sold out · -318,346 sh-$2.1M
Grange CapitalSold out · -287,427 sh-$1.9M

SERV 13F holders ranked 1–100 of 198

Institutional investors reporting a position in Serve Robotics Inc. /DE/ on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 6,040,854 sh	6,040,854	$39.7M	<0.01%	+24.5%
2	VANGUARD CAPITAL MANAGEMENT#2 · 2,931,905 sh	2,931,905	$19.3M	<0.01%	+5.8%
3	STATE STREET#3 · 2,456,658 sh	2,456,658	$16.2M	<0.01%	+90.7%
4	GEODE CAPITAL MANAGEMENT#4 · 1,755,095 sh	1,755,095	$11.6M	<0.01%	+13.5%
5	SUSQUEHANNA INTERNATIONAL GROUP, LLP#5 · 1,541,027 sh	1,541,027	$10.1M	<0.01%	+84.6%
6	EXCHANGE TRADED CONCEPTS#6 · 1,522,616 sh	1,522,616	$10.0M	0.05%	-4.7%
7	Legal & General Group Plc#7 · 1,371,454 sh	1,371,454	$8.4M	<0.01%	+23.8%
8	FIRST ADVISORS#8 · 1,167,709 sh	1,167,709	$7.7M	<0.01%	+21.8%
9	MORGAN STANLEY#9 · 857,318 sh	857,318	$5.6M	<0.01%	+24.8%
10	MIRAE ASSET GLOBAL ETFS Ltd.#10 · 815,926 sh	815,926	$5.3M	<0.01%	+1.9%
11	CAPTRUST FINANCIAL ADVISORS#11 · 788,465 sh	788,465	$5.2M	<0.01%	+3.6%
12	UBS Group AG#12 · 695,130 sh	695,130	$4.6M	<0.01%	+44.3%
13	Nuveen#13 · 614,892 sh	614,892	$4.0M	<0.01%	+1.0%
14	NORTHERN#14 · 606,373 sh	606,373	$4.0M	<0.01%	+13.8%
15	CHARLES SCHWAB INVESTMENT MANAGEMENT#15 · 504,252 sh	504,252	$3.3M	<0.01%	-1.4%
16	VANGUARD PORTFOLIO MANAGEMENT#16 · 483,620 sh	483,620	$3.2M	<0.01%	+25.0%
17	VANGUARD FIDUCIARY#17 · 423,146 sh	423,146	$2.8M	<0.01%	+1.7%
18	CITADEL ADVISORS#18 · 358,163 sh	358,163	$2.4M	<0.01%	-30.7%
19	LPL Financial#19 · 280,996 sh	280,996	$1.8M	<0.01%	+9.7%
20	TUDOR INVESTMENT ET AL#20 · 272,448 sh	272,448	$1.8M	<0.01%	New
21	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#21 · 271,781 sh	271,781	$1.8M	0.12%	+28.6%
22	ExodusPoint Capital Management#22 · 266,693 sh	266,693	$1.8M	0.01%	New
23	DIMENSIONAL FUND ADVISORS#23 · 265,773 sh	265,773	$1.7M	<0.01%	New
24	IMC-Chicago#24 · 251,782 sh	251,782	$1.7M	<0.01%	New
25	XTX Topco Ltd#25 · 242,265 sh	242,265	$1.6M	0.02%	New
26	Themes Management#26 · 237,530 sh	237,530	$1.6M	1.04%	+180.4%
27	Bank of New York Mellon#27 · 233,084 sh	233,084	$1.5M	<0.01%	+29.6%
28	Daiwa Securities Group#28 · 214,500 sh	214,500	$1.4M	<0.01%	+542.2%
29	GROUP ONE TRADING, L.P.#29 · 177,644 sh	177,644	$1.2M	<0.01%	+207.0%
30	GOLDMAN SACHS GROUP#30 · 175,024 sh	175,024	$1.2M	<0.01%	-10.5%
31	COMMONWEALTH EQUITY SERVICES#31 · 174,574 sh	174,574	$1.1M	<0.01%	-7.2%
32	DnB Asset Management AS#32 · 162,225 sh	162,225	$1.1M	<0.01%	-11.0%
33	JPMORGAN CHASE#33 · 156,229 sh	156,229	$992.1K	<0.01%	+237.2%
34	BANK OF AMERICA#34 · 145,137 sh	145,137	$955.0K	<0.01%	-6.3%
35	SIMPLEX TRADING#35 · 137,005 sh	137,005	$901.5K	<0.01%	New
36	MILLENNIUM MANAGEMENT#36 · 132,774 sh	132,774	$873.7K	<0.01%	New
37	Mitsubishi UFJ Asset Management , Ltd.#37 · 130,597 sh	130,597	$859.3K	<0.01%	New
38	Walleye Trading#38 · 126,804 sh	126,804	$834.4K	<0.01%	New
39	WELLS FARGO & COMPANY#39 · 123,162 sh	123,162	$810.4K	<0.01%	+74.5%
40	Advisory Services Network#40 · 122,539 sh	122,539	$806.3K	<0.01%	+155.1%
41	Swiss National Bank#41 · 121,500 sh	121,500	$799.5K	<0.01%	+3.1%
42	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#42 · 114,835 sh	114,835	$755.6K	<0.01%	+13.8%
43	WHITE PINE CAPITAL#43 · 105,970 sh	105,970	$697.3K	0.16%	+154.8%
44	Inspire Investing#44 · 102,484 sh	102,484	$674.3K	—	+65.1%
45	CITIGROUP#45 · 102,324 sh	102,324	$673.3K	<0.01%	+54.7%
46	Squarepoint Ops#46 · 100,903 sh	100,903	$663.9K	<0.01%	+237.3%
47	AlphaCentric Advisors#47 · 100,000 sh	100,000	$658.0K	0.56%	+33.3%
48	NATIONAL BANK OF CANADA#48 · 97,345 sh	97,345	$640.5K	<0.01%	-71.2%
49	RHUMBLINE ADVISERS#49 · 84,291 sh	84,291	$554.6K	<0.01%	+15.6%
50	Sphera Management Technology Funds Ltd#50 · 80,000 sh	80,000	$526.4K	0.18%	0.0%
51	PRICE T ROWE ASSOCIATES#51 · 77,009 sh	77,009	$507.0K	<0.01%	+31.6%
52	DEUTSCHE BANK AG\#52 · 71,196 sh	71,196	$468.5K	<0.01%	+26.4%
53	PFG Investments#53 · 69,521 sh	69,521	$457.4K	0.02%	+15.7%
54	Vontobel Holding Ltd.#54 · 67,922 sh	67,922	$446.9K	—	+8.4%
55	Capstone Capital Management Ltd#55 · 65,076 sh	65,076	$428.2K	—	New
56	Snowden Capital Advisors#56 · 61,690 sh	61,690	$405.9K	<0.01%	New
57	AMERICAN CENTURY COMPANIES#57 · 55,575 sh	55,575	$365.7K	<0.01%	+27.5%
58	Arete Wealth Advisors#58 · 46,930 sh	46,930	$308.8K	0.01%	New
59	Cambridge Investment Research Advisors#59 · 44,412 sh	44,412	$292.0K	<0.01%	-7.8%
60	ALLIANCEBERNSTEIN L.P.#60 · 34,100 sh	34,100	$287.8K	<0.01%	-38.2%
61	MetLife Investment Management#61 · 43,057 sh	43,057	$283.3K	<0.01%	+21.7%
62	RAYMOND JAMES FINANCIAL#62 · 41,341 sh	41,341	$272.0K	<0.01%	-79.2%
63	Jain Global#63 · 40,818 sh	40,818	$268.6K	<0.01%	New
64	LAFFER TENGLER INVESTMENTS#64 · 40,404 sh	40,404	$265.9K	0.03%	+42.8%
65	SNS Financial Group#65 · 38,735 sh	38,735	$254.9K	<0.01%	New
66	PEAK6#66 · 38,721 sh	38,721	$254.8K	<0.01%	New
67	Invesco Ltd.#67 · 38,362 sh	38,362	$252.4K	0.00%	-41.7%
68	VANGUARD ASSET MANAGEMENT, Ltd#68 · 37,972 sh	37,972	$249.9K	<0.01%	0.0%
69	Quantinno Capital Management#69 · 36,037 sh	36,037	$237.1K	<0.01%	+12.7%
70	Gruss#70 · 35,600 sh	35,600	$234.2K	0.57%	New
71	TD Waterhouse Canada#71 · 35,040 sh	35,040	$228.6K	—	+1336.1%
72	Engineers Gate Manager#72 · 32,465 sh	32,465	$213.6K	<0.01%	New
73	Sanctuary Advisors#73 · 31,307 sh	31,307	$206.0K	<0.01%	+63.2%
74	JONES FINANCIAL COMPANIES LLLP#74 · 34,246 sh	34,246	$205.8K	<0.01%	+30.0%
75	WEDBUSH SECURITIES#75 · 31,130 sh	31,130	$205.0K	—	+52.7%
76	Jupiter Topco#76 · 28,400 sh	28,400	$187.0K	<0.01%	—
77	Russell Investments Group, Ltd.#77 · 28,360 sh	28,360	$186.6K	<0.01%	+160.5%
78	ROYAL BANK OF CANADA#78 · 27,830 sh	27,830	$183.0K	0.00%	-29.2%
79	ENVESTNET ASSET MANAGEMENT#79 · 27,228 sh	27,228	$179.2K	0.00%	+7.8%
80	Next Capital Management#80 · 26,425 sh	26,425	$173.9K	0.05%	0.0%
81	Summit Trail Advisors#81 · 25,235 sh	25,235	$166.0K	<0.01%	0.0%
82	OSAIC#82 · 24,993 sh	24,993	$164.4K	<0.01%	-13.0%
83	Police & Firemen's Retirement System of New Jersey#83 · 24,093 sh	24,093	$158.5K	<0.01%	+43.6%
84	Vanguard Global Advisers#84 · 23,909 sh	23,909	$157.3K	<0.01%	0.0%
85	THOROUGHBRED FINANCIAL SERVICES#85 · 23,750 sh	23,750	$156.0K	<0.01%	-2.1%
86	Harbour Capital Advisors#86 · 26,190 sh	26,190	$155.0K	—	New
87	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#87 · 23,400 sh	23,400	$152.8K	<0.01%	+10.3%
88	Purpose Unlimited#88 · 22,804 sh	22,804	$152.7K	<0.01%	0.0%
89	Atom Investors#89 · 23,116 sh	23,116	$152.1K	0.01%	New
90	SG Americas Securities#90 · 22,720 sh	22,720	$149.0K	<0.01%	+17.3%
91	Brevan Howard Capital Management#91 · 21,201 sh	21,201	$139.5K	<0.01%	-81.5%
92	Creative Planning#92 · 20,385 sh	20,385	$134.1K	<0.01%	-1.3%
93	VIAWEALTH#93 · 20,000 sh	20,000	$131.6K	0.07%	+46.5%
94	Zurcher Kantonalbank (Zurich Cantonalbank)#94 · 19,671 sh	19,671	$129.4K	<0.01%	-49.8%
95	SBI Securities , Ltd.#95 · 19,607 sh	19,607	$129.0K	—	+101.5%
96	MANUFACTURERS LIFE INSURANCE COMPANY, THE#96 · 19,032 sh	19,032	$125.2K	<0.01%	+7.5%
97	Sculptor Capital#97 · 19,000 sh	19,000	$125.0K	<0.01%	-91.3%
98	INTECH INVESTMENT MANAGEMENT#98 · 18,958 sh	18,958	$124.7K	<0.01%	+19.0%
99	Universal- Beteiligungs- und Servicegesellschaft mbH#99 · 18,391 sh	18,391	$121.0K	<0.01%	New
100	HighTower Advisors#100 · 18,176 sh	18,176	$119.6K	<0.01%	+81.5%

Funds that sold out of SERV in Q2 2026 (51)

Held SERV 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.

Institutions that held SERV in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Uber Technologies2,070,629 sh	2,070,629	$17.5M
AMERIPRISE FINANCIAL786,046 sh	786,046	$6.6M
Creek Drive Management Group335,000 sh	335,000	$2.8M
CAPITAL FUND MANAGEMENT S.A.318,346 sh	318,346	$2.7M
Grange Capital287,427 sh	287,427	$2.4M
PensionDanmark Pensionsforsikringsaktieselskab242,000 sh	242,000	$2.0M
Headlands Technologies221,394 sh	221,394	$1.9M
TORONTO DOMINION BANK200,000 sh	200,000	$1.7M
HSBC PLC169,304 sh	169,304	$1.4M
HRT FINANCIAL166,714 sh	166,714	$1.4M
Walleye Capital150,962 sh	150,962	$1.3M
Aquatic Capital Management149,822 sh	149,822	$1.3M
BALYASNY ASSET MANAGEMENT L.P.149,452 sh	149,452	$1.3M
MIRAE ASSET SECURITIES (USA)147,826 sh	147,826	$1.2M
Longaeva Partners L.P.129,367 sh	129,367	$1.1M
Cambria Investment Management, L.P.74,978 sh	74,978	$632.8K
TWO SIGMA INVESTMENTS52,147 sh	52,147	$440.1K
Schonfeld Strategic Advisors34,687 sh	34,687	$292.8K
WCG Wealth Advisors29,670 sh	29,670	$250.4K
AXQ CAPITAL27,193 sh	27,193	$229.5K
Arlington Capital Management23,000 sh	23,000	$194.1K
Verition Fund Management18,339 sh	18,339	$154.8K
Scientech Research16,979 sh	16,979	$143.3K
Foundations Investment Advisors16,930 sh	16,930	$142.9K
Walser Wealth Management Company, A Ltd Liability16,012 sh	16,012	$135.1K
McAdam15,715 sh	15,715	$132.6K
Virtu Financial14,581 sh	14,581	$123.0K
Bayesian Capital Management12,300 sh	12,300	$103.8K
Polymer Capital Management (US)11,871 sh	11,871	$100.2K
QUADRANT CAPITAL GROUP6,000 sh	6,000	$74.3K
AdvisorShares Investments4,822 sh	4,822	$40.7K
Quantbot Technologies4,496 sh	4,496	$37.9K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT4,240 sh	4,240	$35.8K
MAI Capital Management2,523 sh	2,523	$21.3K
ST GERMAIN D J1,275 sh	1,275	$10.8K
Bullock Wealth Management Group578 sh	578	$4.9K
TD Capital Management357 sh	357	$3.0K
US BANCORP \DE\293 sh	293	$2.5K
Roble, Belko & Company192 sh	192	$2.0K
Kilter Group154 sh	154	$1.3K
Golden State Wealth Management144 sh	144	$1.2K
Forum Finance Group S.A.80 sh	80	$1.0K
HOLLENCREST SECURITIES113 sh	113	$954.00
CLEAR INVESTMENT RESEARCH100 sh	100	$844.00
Sound Income Strategies100 sh	100	$841.00
Root Financial Partners86 sh	86	$726.00
Golden State Equity Partners80 sh	80	$675.00
ROTHSCHILD INVESTMENT70 sh	70	$591.00
Bare Financial Services53 sh	53	$447.00
Larson Financial Group25 sh	25	$211.00
Pinnacle Wealth Planning Services14 sh	14	$118.00

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.