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Who owns SER?

Institutional ownership of Serina Therapeutics Inc. from Form 13F, Q2 2026

27 institutional managers reported holding Serina Therapeutics Inc. (SER) in Form 13F filings for Q2 2026, with 1,406,561 shares worth $2.7M. The largest reported holder was Sio Capital Management, LLC. Managers that filed both quarters cut a net 65,910 shares (-4.5%). 4 opened new positions and 3 sold out.

Funds holding
27
Value held
$2.7M
New / sold out
4 / 3
Net shares, same filers
-4.5%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of SER

FundValueShare of 13F holdingsSharesMove
Sio Capital Management, LLC$1.9M71.1%1,000,000Unchanged
Vanguard Capital Management LLC$315K11.5%162,198Added
Waverly Advisors, LLC$131K4.8%67,492Unchanged
Geode Capital Management, LLC$99K3.6%51,007Trimmed
Keel Point, LLC$42K1.5%21,508First report
Northern Trust Corp$40K1.5%20,771New
Vanguard Fiduciary Trust Co$39K1.4%20,009Unchanged
Avidian Wealth Enterprises, LLC$36K1.3%18,800Unchanged
Jane Street Group, LLC$30K1.1%15,444Trimmed
State Street Corp$25K0.9%12,758Unchanged
Caitong International Asset Management Co., Ltd$7K0.3%3,744Trimmed
Wells Fargo & Company$7K0.3%3,611Added
Tower Research Capital LLC (TRC)$5K0.2%2,570Added
BlackRock, Inc.$5K0.2%2,378Trimmed
Osaic Holdings, Inc.$4K0.1%2,002Added
UBS Group AG$3K0.1%1,347Added
Barclays PLC$1K0.0%545New
Avion Wealth$6050.0%312New
Piscataqua Savings Bank$540.0%28Unchanged
Morgan Stanley$280.0%14Added
Albion Financial Group$160.0%8Unchanged
Pacifica Partners Inc.$150.0%8Unchanged
Rockefeller Capital Management L.P.$40.0%2Unchanged
BNP Paribas Financial Markets$40.0%2Unchanged
JPMorgan Chase & Co$20.0%1New

Share of 13F holdings is each fund's shares as a share of the 1,406,561 SER shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Northern Trust Corp New+$40K
  2. Vanguard Capital Management LLC Added+$6K
  3. Tower Research Capital LLC (TRC) Added+$3K
  4. UBS Group AG Added+$3K
  5. Osaic Holdings, Inc. Added+$2K
  6. Barclays PLC New+$1K
  7. Avion Wealth New+$605
  8. Morgan Stanley Added+$12
  9. Wells Fargo & Company Added+$10
  10. JPMorgan Chase & Co New+$2

Biggest sellers in Q2 2026

  1. BlackRock, Inc. Trimmed-$108K
  2. Jane Street Group, LLC Trimmed-$47K
  3. Geode Capital Management, LLC Trimmed-$27K
  4. Vanguard Global Advisers, LLC Sold out-$714
  5. Caitong International Asset Management Co., Ltd Trimmed-$462
  6. Advisory Services Network, LLC Sold out-$27
  7. Federation des caisses Desjardins du Quebec Sold out-$2

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $56K and sold $184K; 6 added and 4 trimmed.

Schedule 13D and 13G filings on SER

Owners of more than 5% must file within days, so these can be newer than the 13F data.

Questions about SER ownership

Who owns SER stock?
27 institutional investment managers reported SER positions in their Form 13F filings for Q2 2026, holding 1,406,561 shares worth $2.7M in total. Sio Capital Management, LLC reported the largest position.
Are funds buying or selling SER?
In Q2 2026, 4 managers opened new SER positions, 6 added, 4 trimmed and 3 sold out. Managers that filed in both quarters sold a net 65,910 shares.
How current is this SER institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to SER by CUSIP. Options are left out. SER news and filings · SER insider trades · Top funds