Serve Robotics Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBER TECHNOLOGIES, INC | 02/14/2025 | 5.30 M | $71.53 M | 100.00% | 14.45% |
| VANGUARD GROUP INC | 02/11/2025 | 1.27 M | $17.20 M | 74.62% | 3.48% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 1.21 M | $16.29 M | 358.20% | 3.29% |
| NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 733,100 | $9.90 M | 100.00% | 2.00% |
| YONG RONG (HK) ASSET MANAGEMENT LTD | 02/04/2025 | 704,000 | $9.50 M | -41.91% | 1.92% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/21/2025 | 671,545 | $9.07 M | 100.00% | 1.83% |
| CITADEL ADVISORS LLC | 02/14/2025 | 648,200 | $8.75 M | 137.52% | 1.77% |
| BLACKROCK, INC. | 02/07/2025 | 528,083 | $7.13 M | 57.61% | 1.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 470,400 | $6.35 M | -29.08% | 1.28% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 447,164 | $6.63 M | 100.00% | 1.22% |
| CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 271,994 | $3.67 M | 100.00% | 0.74% |
| CITADEL ADVISORS LLC | 02/14/2025 | 225,800 | $3.05 M | 112.22% | 0.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 178,780 | $2.41 M | 36.63% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 146,492 | $1.98 M | 100.00% | 0.40% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 100,309 | $1.35 M | 100.00% | 0.27% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 94,712 | $1.45 M | 100.00% | 0.26% |
| MORGAN STANLEY | 02/14/2025 | 91,447 | $1.23 M | 425.35% | 0.25% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 78,120 | $1.05 M | 100.00% | 0.21% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 60,404 | $815,454 | 100.00% | 0.16% |
| STATE STREET CORP | 02/14/2025 | 56,718 | $765,693 | 35.37% | 0.15% |
| 683 CAPITAL MANAGEMENT, LLC | 02/14/2025 | 52,500 | $708,750 | 100.00% | 0.14% |
| TOROSO INVESTMENTS, LLC | 02/14/2025 | 51,846 | $699,921 | 57.60% | 0.14% |
| HARBOUR CAPITAL ADVISORS, LLC | 01/13/2025 | 50,365 | $958,446 | 102.35% | 0.14% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 46,067 | $621,904 | -67.30% | 0.13% |
| MACQUARIE GROUP LTD | 02/14/2025 | 44,708 | $604 | 100.00% | 0.12% |
| MAN GROUP PLC | 02/14/2025 | 34,556 | $466,506 | 100.00% | 0.09% |
| VIRTU FINANCIAL LLC | 02/11/2025 | 34,440 | $465,000 | 100.00% | 0.09% |
| PFG INVESTMENTS, LLC | 01/22/2025 | 32,498 | $438,723 | -30.11% | 0.09% |
| OMERS ADMINISTRATION CORP | 02/14/2025 | 31,900 | $430,650 | 100.00% | 0.09% |
| NORTHERN TRUST CORP | 02/14/2025 | 31,633 | $427,046 | 177.97% | 0.09% |
| LPL FINANCIAL LLC | 02/11/2025 | 21,765 | $293,828 | 100.00% | 0.06% |
| DNB ASSET MANAGEMENT AS | 02/12/2025 | 21,356 | $288,306 | 52.33% | 0.06% |
| OPPENHEIMER & CO INC | 02/05/2025 | 20,777 | $280,490 | 100.00% | 0.06% |
| BELVEDERE TRADING LLC | 01/31/2025 | 20,100 | $271,350 | 100.00% | 0.05% |
| PEAK6 LLC | 02/13/2025 | 20,000 | $270,000 | 100.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 19,171 | $258,809 | -94.23% | 0.05% |
| ENGINEERS GATE MANAGER LP | 02/14/2025 | 18,761 | $253,274 | 100.00% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 18,354 | $248,000 | 100.00% | 0.05% |
| CORTON CAPITAL INC. | 02/14/2025 | 17,466 | $235,791 | 100.00% | 0.05% |
| JEFFERIES FINANCIAL GROUP INC. | 02/27/2025 | 17,200 | $232,200 | 30.30% | 0.05% |
| PROSPERITY WEALTH MANAGEMENT, INC. | 02/07/2025 | 17,200 | $232,200 | 100.00% | 0.05% |
| ATOMI FINANCIAL GROUP, INC. | 01/17/2025 | 15,474 | $208,899 | 100.00% | 0.04% |
| 02/07/2025 | 15,200 | $205,200 | 100.00% | 0.04% | |
| CHOREO, LLC | 01/27/2025 | 14,977 | $228,549 | 100.00% | 0.04% |
| PEAK6 LLC | 02/13/2025 | 14,485 | $195,548 | 100.00% | 0.04% |
| GROUP ONE TRADING, L.P. | 02/14/2025 | 13,496 | $182,196 | -71.61% | 0.04% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 13,000 | $175,500 | 100.00% | 0.04% |
| SCIENTECH RESEARCH LLC | 02/14/2025 | 11,574 | $156,249 | 1.88% | 0.03% |
| CREATIVEONE WEALTH, LLC | 02/13/2025 | 11,567 | $156,155 | 100.00% | 0.03% |
| ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES, LLC | 01/21/2025 | 11,380 | $153,630 | 100.00% | 0.03% |
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Serve Robotics Inc. institutional Ownership - FAQ's
During the previous two years, 148 institutional investors and hedge funds held shares of Serve Robotics Inc.. The most heavily invested institutionals were:
SG Americas Securities, LLC: 0
OPPENHEIMER & CO INC: 0
Ronald Blue Trust, Inc.: 0
Nelson, Van Denburg & Campbell Wealth Management Group, LLC: 0
Prosperity Wealth Management, Inc.: 0
Uber Technologies, Inc: 5.3 M
32.58% of Serve Robotics Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 33.77 M shares in the last 24 months. This purchase volume represents approximately $224.94 M in transactions.