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Who owns SERWhat SER owns — n/a

Who owns Serina Therapeutics, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of SER from SEC Form 13F filings across 27 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.

As of the 2026-06-30 reporting period, 27 institutions disclosed 1.4M shares of Serina Therapeutics, Inc. worth $2.7M — about 8.6% of shares outstanding; the largest disclosed holder is Sio Capital Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

27

13F holders

$2.7M

value, 2026 filers

8.6%

of shares outstanding (1.4M sh)

6

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%6.1%0.0%
2VANGUARD CAPITAL MANAGEMENT LLC162,198$314,6640.0%1%+1.9%
3Waverly Advisors, LLC67,492$130,9340.0%0.4%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%
10STATE STREET CORP12,758$24,7510.0%0.1%0.0%
11Caitong International Asset Management Co., Ltd3,744$7,2630.0%0%-6.0%
12WELLS FARGO & COMPANY/MN3,611$7,0060.0%0%+0.1%
13Tower Research Capital LLC (TRC)2,570$4,9860.0%0%+204.9%
14BlackRock, Inc.2,378$4,6130.0%0%-95.9%
15OSAIC HOLDINGS, INC.2,002$3,8820.0%0%+100.0%
16UBS Group AG1,347$2,6130.0%0%+26840.0%
17BARCLAYS PLCNEW545$1,0570.0%0%new
18Avion WealthNEW312$00.0%0%new
19Piscataqua Savings Bank28$540.0%0%0.0%
20MORGAN STANLEY14$280.0%0%+75.0%
21Pacifica Partners Inc.8$150.0%0%0.0%
22ALBION FINANCIAL GROUP /UT8$160.0%0%0.0%
23Rockefeller Capital Management L.P.2$40.0%0%0.0%
24BNP PARIBAS FINANCIAL MARKETS2$40.0%0%0.0%
25JPMORGAN 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.