SERV — SERVE ROBOTICS INC
Reported value held$153.42M
Funds holding (latest)34
SectorIndustrials
Funds holding (Q2 2026)23
Institutional value$104.22M · 16.01M sh
New / Add / Cut / Exit5 / 13 / 5 / 3
Top-5 / Top-10 concentration80.6% / 94.5%
Institutional holdings change
Accumulating +19.4%
(+2.60M sh)
Institutional value change
Down -7.9%
As of Q2 2026, 23 SEC-registered investment managers reported holding SERV (SERVE ROBOTICS INC) in their latest 13F filings, with a combined reported value of $104.22M across 16.01M shares. That is +19.4% by share count (+2.60M shares) versus the previous quarter, while reported value moved -7.9%. Ownership is concentrated: the five largest holders account for 80.6% of reported value and the top ten for 94.5%.
Compared with the prior quarter, 5 opened new positions, 13 added to existing stakes, 5 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SERV is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.04M | $39.75M | 0.00% | Add |
| Citadel Advisors history | 2.83M | $18.61M | 0.00% | Add |
| Geode Capital Management history | 1.76M | $11.55M | 0.00% | Add |
| Legal & General Investment Management America history | 1.37M | $8.41M | 0.00% | Add |
| Morgan Stanley history | 857.32K | $5.64M | 0.00% | Add |
| UBS Group AG history | 695.13K | $4.57M | 0.00% | Add |
| Northern Trust Corp history | 606.37K | $3.99M | 0.00% | Add |
| Charles Schwab Investment Management history | 504.25K | $3.32M | 0.00% | Reduce |
| BNY Mellon history | 233.08K | $1.53M | 0.00% | Add |
| Goldman Sachs Group history | 175.02K | $1.15M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 156.23K | $992.05K | 0.00% | New |
| Bank of America Corp history | 145.14K | $955.00K | 0.00% | Reduce |
| Millennium Management history | 132.77K | $873.65K | 0.00% | New |
| Wells Fargo & Co history | 123.16K | $810.41K | 0.00% | Add |
| Citigroup Inc history | 102.32K | $673.29K | 0.00% | Add |
| Deutsche Bank AG history | 71.20K | $468.47K | 0.00% | Add |
| D. E. Shaw & Co history | 65.00K | $427.70K | 0.00% | New |
| Invesco Ltd history | 38.36K | $252.42K | 0.00% | Reduce |
| Manulife Financial history | 19.03K | $125.23K | 0.00% | Add |
| Prudential Financial history | 11.51K | $75.74K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.93K | $32.44K | 0.00% | Reduce |
| T. Rowe Price Associates history | 77.01K | $507 | 0.00% | Add |
| PNC Financial Services history | 36 | $237 | 0.00% | New |
Q1 2026 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.85M | $40.94M | 0.00% | Add |
| Citadel Advisors history | 2.59M | $21.87M | 0.00% | Add |
| Geode Capital Management history | 1.55M | $13.06M | 0.00% | Add |
| Legal & General Investment Management America history | 1.11M | $9.79M | 0.00% | Add |
| Morgan Stanley history | 686.95K | $5.80M | 0.00% | Add |
| Northern Trust Corp history | 532.77K | $4.50M | 0.00% | Add |
| Charles Schwab Investment Management history | 511.46K | $4.32M | 0.00% | Add |
| UBS Group AG history | 481.82K | $4.07M | 0.00% | Reduce |
| Goldman Sachs Group history | 195.53K | $1.65M | 0.00% | Add |
| BNY Mellon history | 179.78K | $1.52M | 0.00% | Add |
| Bank of America Corp history | 154.85K | $1.31M | 0.00% | Add |
| Balyasny Asset Management history | 149.45K | $1.26M | 0.00% | Add |
| Wells Fargo & Co history | 70.59K | $595.77K | 0.00% | Reduce |
| Citigroup Inc history | 66.14K | $558.22K | 0.00% | Add |
| Invesco Ltd history | 65.83K | $555.59K | 0.00% | Add |
| Deutsche Bank AG history | 56.32K | $475.37K | 0.00% | Add |
| Two Sigma Investments history | 52.15K | $440.12K | 0.00% | Reduce |
| Janus Henderson Group history | 28.40K | $240.12K | 0.00% | Hold |
| Manulife Financial history | 17.71K | $149.47K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 7.43K | $62.73K | 0.00% | Reduce |
| T. Rowe Price Associates history | 58.53K | $494 | 0.00% | Add |
Q4 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.78M | $49.60M | 0.00% | Add |
| Vanguard Group history | 3.61M | $37.43M | 0.00% | Add |
| Citadel Advisors history | 1.90M | $19.72M | 0.00% | Reduce |
| Geode Capital Management history | 1.46M | $15.14M | 0.00% | Add |
| Legal & General Investment Management America history | 839.93K | $8.86M | 0.00% | Add |
| UBS Group AG history | 533.91K | $5.54M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 495.00K | $5.14M | 0.00% | Add |
| Northern Trust Corp history | 490.32K | $5.09M | 0.00% | Add |
| Morgan Stanley history | 430.92K | $4.47M | 0.00% | Reduce |
| Point72 Asset Management history | 264.48K | $2.75M | 0.00% | New |
| Davidson Kempner Capital Management history | 200.00K | $2.08M | 0.04% | New |
| Goldman Sachs Group history | 152.57K | $1.58M | 0.00% | Reduce |
| BNY Mellon history | 151.90K | $1.58M | 0.00% | Add |
| D. E. Shaw & Co history | 114.94K | $1.19M | 0.00% | Reduce |
| Two Sigma Investments history | 112.65K | $1.17M | 0.00% | Reduce |
| Bank of America Corp history | 108.83K | $1.13M | 0.00% | Reduce |
| Wells Fargo & Co history | 85.02K | $882.46K | 0.00% | Add |
| Deutsche Bank AG history | 55.84K | $579.58K | 0.00% | Add |
| JPMorgan Chase & Co history | 44.61K | $463.08K | 0.00% | Add |
| Invesco Ltd history | 35.43K | $367.79K | 0.00% | Add |
| Citigroup Inc history | 33.26K | $345.22K | 0.00% | Add |
| Janus Henderson Group history | 28.40K | $294.93K | 0.00% | New |
| Polen Capital Management history | 21.83K | $226.63K | 0.00% | New |
| Manulife Financial history | 18.89K | $196.04K | 0.00% | Add |
| Balyasny Asset Management history | 14.39K | $149.39K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 8.79K | $91.24K | 0.00% | Add |
| PNC Financial Services history | 1.24K | $12.86K | 0.00% | New |
| T. Rowe Price Associates history | 44.08K | $458 | 0.00% | Add |
Q3 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.70M | $43.01M | 0.00% | Add |
| Citadel Advisors history | 3.20M | $37.22M | 0.01% | Add |
| Vanguard Group history | 2.59M | $30.18M | 0.00% | Add |
| Geode Capital Management history | 1.13M | $13.14M | 0.00% | Add |
| Legal & General Investment Management America history | 751.83K | $8.82M | 0.00% | Add |
| UBS Group AG history | 697.63K | $8.11M | 0.00% | Reduce |
| Morgan Stanley history | 488.66K | $5.68M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 401.52K | $4.67M | 0.00% | Add |
| D. E. Shaw & Co history | 392.40K | $4.56M | 0.00% | New |
| Northern Trust Corp history | 375.50K | $4.37M | 0.00% | Add |
| Bank of America Corp history | 369.13K | $4.29M | 0.00% | Reduce |
| Wellington Management Group history | 251.41K | $2.92M | 0.00% | New |
| Goldman Sachs Group history | 182.97K | $2.13M | 0.00% | Reduce |
| BNY Mellon history | 127.34K | $1.48M | 0.00% | Add |
| Two Sigma Investments history | 115.99K | $1.35M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 38.42K | $446.85K | 0.00% | Add |
| Wells Fargo & Co history | 35.53K | $413.18K | 0.00% | Add |
| Deutsche Bank AG history | 35.52K | $413.06K | 0.00% | Add |
| Invesco Ltd history | 24.75K | $287.90K | 0.00% | Add |
| Manulife Financial history | 15.73K | $182.91K | 0.00% | Reduce |
| Citigroup Inc history | 14.13K | $164.30K | 0.00% | Reduce |
| Balyasny Asset Management history | 14.04K | $163.31K | 0.00% | New |
| Bridgewater Associates history | 12.78K | $148.62K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.17K | $48.51K | 0.00% | Add |
| T. Rowe Price Associates history | 24.81K | $289 | 0.00% | Add |
Q2 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.37M | $27.06M | 0.00% | Add |
| Vanguard Group history | 2.07M | $23.71M | 0.00% | Reduce |
| Citadel Advisors history | 962.40K | $11.01M | 0.00% | Add |
| UBS Group AG history | 891.95K | $10.20M | 0.00% | Reduce |
| Morgan Stanley history | 883.20K | $10.10M | 0.00% | Add |
| Geode Capital Management history | 878.67K | $10.05M | 0.00% | Add |
| Legal & General Investment Management America history | 693.93K | $7.26M | 0.00% | Add |
| Goldman Sachs Group history | 631.98K | $7.23M | 0.00% | Add |
| Bank of America Corp history | 401.56K | $4.59M | 0.00% | Add |
| Northern Trust Corp history | 330.45K | $3.78M | 0.00% | Add |
| Two Sigma Investments history | 205.21K | $2.35M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 130.91K | $1.50M | 0.00% | Add |
| Millennium Management history | 130.19K | $1.49M | 0.00% | Add |
| BNY Mellon history | 119.86K | $1.37M | 0.00% | New |
| Deutsche Bank AG history | 29.98K | $343.02K | 0.00% | New |
| JPMorgan Chase & Co history | 29.91K | $342.11K | 0.00% | Add |
| Wells Fargo & Co history | 29.65K | $339.19K | 0.00% | Add |
| Invesco Ltd history | 24.54K | $280.71K | 0.00% | New |
| Citigroup Inc history | 23.45K | $268.29K | 0.00% | Add |
| Manulife Financial history | 16.84K | $192.63K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 3.40K | $38.95K | 0.00% | New |
| T. Rowe Price Associates history | 23.44K | $269 | 0.00% | New |
Q1 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.14M | $12.29M | 0.00% | Add |
| UBS Group AG history | 945.39K | $5.44M | 0.00% | Add |
| Citadel Advisors history | 929.44K | $5.34M | 0.00% | Add |
| Legal & General Investment Management America history | 604.12K | $4.19M | 0.00% | Add |
| Two Sigma Investments history | 564.52K | $3.25M | 0.01% | Add |
| BlackRock Inc history | 531.34K | $3.06M | 0.00% | Add |
| Morgan Stanley history | 413.49K | $2.38M | 0.00% | Add |
| Geode Capital Management history | 318.31K | $1.83M | 0.00% | Add |
| Goldman Sachs Group history | 297.14K | $1.71M | 0.00% | Add |
| Balyasny Asset Management history | 215.34K | $1.24M | 0.00% | New |
| Marshall Wace history | 188.18K | $1.08M | 0.00% | New |
| Bank of America Corp history | 178.30K | $1.03M | 0.00% | Add |
| Renaissance Technologies history | 109.00K | $626.75K | 0.00% | New |
| Northern Trust Corp history | 67.65K | $389.00K | 0.00% | Add |
| Millennium Management history | 19.38K | $111.45K | 0.00% | Reduce |
| Janus Henderson Group history | 14.00K | $87.99K | 0.00% | New |
| Citigroup Inc history | 15.25K | $87.67K | 0.00% | Add |
| Charles Schwab Investment Management history | 12.73K | $73.19K | 0.00% | Add |
| JPMorgan Chase & Co history | 7.58K | $43.61K | 0.00% | Add |
| Wells Fargo & Co history | 2.64K | $15.16K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 156.23K sh · $992.05K
- Millennium Management 132.77K sh · $873.65K
- D. E. Shaw & Co 65.00K sh · $427.70K
- Prudential Financial 11.51K sh · $75.74K
- PNC Financial Services 36 sh · $237
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 149.45K sh · $1.26M
- Two Sigma Investments sold 52.15K sh · $440.12K
- Janus Henderson Group sold 28.40K sh · $240.12K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 6.04M | 4.85M | 4.78M | 3.70M | 2.37M | 531.34K | 528.08K | 335.06K | — |
| Citadel Advisors | 2.83M | 2.59M | 1.90M | 3.20M | 962.40K | 929.44K | 874.22K | 379.30K | — |
| Geode Capital Management | 1.76M | 1.55M | 1.46M | 1.13M | 878.67K | 318.31K | 178.78K | 130.85K | 57.36K |
| Legal & General Investment Management America | 1.37M | 1.11M | 839.93K | 751.83K | 693.93K | 604.12K | 447.16K | — | — |
| Morgan Stanley | 857.32K | 686.95K | 430.92K | 488.66K | 883.20K | 413.49K | 91.45K | 17.41K | — |
| UBS Group AG | 695.13K | 481.82K | 533.91K | 697.63K | 891.95K | 945.39K | 249.99K | — | — |
| Northern Trust Corp | 606.37K | 532.77K | 490.32K | 375.50K | 330.45K | 67.65K | 31.63K | 11.38K | 11.38K |
| Charles Schwab Investment Management | 504.25K | 511.46K | 495.00K | 401.52K | 130.91K | 12.73K | 11.18K | — | — |
| BNY Mellon | 233.08K | 179.78K | 151.90K | 127.34K | 119.86K | — | — | — | — |
| Goldman Sachs Group | 175.02K | 195.53K | 152.57K | 182.97K | 631.98K | 297.14K | 78.12K | — | — |
| JPMorgan Chase & Co | 156.23K | — | 44.61K | 38.42K | 29.91K | 7.58K | 855 | 855 | 24 |
| Bank of America Corp | 145.14K | 154.85K | 108.83K | 369.13K | 401.56K | 178.30K | 160 | 445.45K | 83 |
| Millennium Management | 132.77K | — | — | — | 130.19K | 19.38K | 46.07K | 140.88K | 313.79K |
| Wells Fargo & Co | 123.16K | 70.59K | 85.02K | 35.53K | 29.65K | 2.64K | 10.86K | 2.75K | 12.03K |
| Citigroup Inc | 102.32K | 66.14K | 33.26K | 14.13K | 23.45K | 15.25K | 7.48K | 1.20K | — |
| Deutsche Bank AG | 71.20K | 56.32K | 55.84K | 35.52K | 29.98K | — | — | — | — |
| D. E. Shaw & Co | 65.00K | — | 114.94K | 392.40K | — | — | — | — | — |
| Invesco Ltd | 38.36K | 65.83K | 35.43K | 24.75K | 24.54K | — | — | — | — |
| Manulife Financial | 19.03K | 17.71K | 18.89K | 15.73K | 16.84K | — | — | — | — |
| Prudential Financial | 11.51K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details