Evid Invest
Who owns SERWhat SER owns — n/a

Who owns Serina Therapeutics, Inc.?

Institutional ownership of SER from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

23

13F holders

$2.7M

value, 2026 filers

9.3%

of shares outstanding (1.4M sh)

7

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SER's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Sio Capital Management, LLC1.0M$1.9M0.3%6.7%0.0%
2VANGUARD CAPITAL MANAGEMENT LLC162,198$314,6640.0%1.1%-49.0%
3Waverly Advisors, LLC67,492$130,9340.0%0.5%0.0%
4GEODE CAPITAL MANAGEMENT, LLC51,007$98,9550.0%0.3%-21.5%
5Keel Point, LLCNEW21,508$41,7260.0%0.1%new
6NORTHERN TRUST CORPNEW20,771$40,2960.0%0.1%new
7VANGUARD FIDUCIARY TRUST CO20,009$38,8170.0%0.1%0.0%
8Avidian Wealth Enterprises, LLC18,800$36,4720.0%0.1%0.0%
9JANE STREET GROUP, LLC15,444$29,9620.0%0.1%-61.1%
10WELLS FARGO & COMPANY/MN3,611$7,0060.0%0%+0.1%
11Tower Research Capital LLC (TRC)2,570$4,9860.0%0%+204.9%
12BlackRock, Inc.2,378$4,6130.0%0%-95.9%
13OSAIC HOLDINGS, INC.2,002$3,8820.0%0%+100.0%
14UBS Group AG1,347$2,6130.0%0%+26840.0%
15BARCLAYS PLCNEW545$1,0570.0%0%new
16Avion WealthNEW312$00.0%0%new
17MORGAN STANLEY14$280.0%0%+75.0%
18ALBION FINANCIAL GROUP /UT8$160.0%0%0.0%
19MERCER GLOBAL ADVISORS INC /ADVNEW5$100.0%0%new
20BNP PARIBAS FINANCIAL MARKETS2$40.0%0%0.0%
21Rockefeller Capital Management L.P.2$40.0%0%0.0%
22Global Retirement Partners, LLCNEW1$20.0%0%new
23JPMORGAN CHASE & CONEW1$20.0%0%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.