Tamarly Intelligence

Who Holds Serina Therapeutics, Inc. (SER)? 27 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 27 holders, $3 million in total.

Largest holders

The 27 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
Sio Capital Management, LLC1,000,000$2 million+0%13F
VANGUARD CAPITAL MANAGEMENT LLC162,198$314,664+2%13F
Waverly Advisors, LLC67,492$130,934+0%13F
GEODE CAPITAL MANAGEMENT, LLC51,007$98,955-21%13F
Keel Point, LLC21,508$41,726+0%13F
NORTHERN TRUST CORP20,771$40,296New13F
VANGUARD FIDUCIARY TRUST CO20,009$38,817+0%13F
Avidian Wealth Enterprises, LLC18,800$36,472+0%13F
JANE STREET GROUP, LLC15,444$29,962-61%13F
STATE STREET CORP12,758$24,751+0%13F
Caitong International Asset Management Co., Ltd3,744$7,263-6%13F
WELLS FARGO & COMPANY/MN3,611$7,006+0%13F
Tower Research Capital LLC (TRC)2,570$4,986+205%13F
BlackRock, Inc.2,378$4,613-96%13F
OSAIC HOLDINGS, INC.2,002$3,882+100%13F
UBS Group AG1,347$2,613+26840%13F
BARCLAYS PLC545$1,057New13F
Piscataqua Savings Bank28$54+0%13F
MORGAN STANLEY14$28+75%13F
ALBION FINANCIAL GROUP /UT8$16+0%13F
Pacifica Partners Inc.8$15+0%13F
BNP PARIBAS FINANCIAL MARKETS2$4+0%13F
Rockefeller Capital Management L.P.2$4+0%13F
JPMORGAN CHASE & CO1$2New13F
Global Retirement Partners, LLC1$2New13F
Farther Finance Advisors, LLC1$2+0%13F
Avion Wealth312$0New13F

Questions and answers

How many institutions hold Serina Therapeutics, Inc.?
27 managers reported Serina Therapeutics, Inc. on Form 13F for the quarter ended 30 June 2026, against 25 the quarter before.
Who is the largest institutional holder of Serina Therapeutics, Inc.?
Sio Capital Management, LLC, with 1,000,000 shares worth $2 million on its 13F for Q2 2026.
How many institutions bought or sold out of Serina Therapeutics, Inc. in Q2 2026?
5 managers reported a new position and 3 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Serina Therapeutics, Inc., Q2 2026", https://app.tamarly.ai/holders/serina-therapeutics, built from SEC EDGAR.

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