Who Owns Serina Therapeutics Stock?
NYSE: SERHealth CareBiotechnology: Pharmaceutical PreparationsUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 5.55%
- Held by insiders
- 50.76%
- Institutional holders
- 31
- Institutions 5.5%
- Insiders 50.8%
- Public and other 43.7%
Who owns Serina Therapeutics stock?
Institutional investors own about 5.5% of Serina Therapeutics's shares, spread across 31 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 50.76% of SER.
The largest institutional holders are Sio Capital Management, LLC (3.94%), Vanguard Capital Management LLC (0.64%) and Waverly Advisors, LLC (0.27%). Together, the top 10 institutions control 5.5% of shares outstanding. In their latest filings, 2 of the top 10 institutions increased their SER positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SER
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Sio Capital Management, LLC | 1.00M | 3.94% | 0.0% |
| Vanguard Capital Management LLC | 162.20K | 0.64% | +1.9% |
| Waverly Advisors, LLC | 67.49K | 0.27% | 0.0% |
| Geode Capital Management, LLC | 51.01K | 0.20% | -21.5% |
| Keel Point, Llc | 21.51K | 0.08% | 0.0% |
| Northern Trust Corporation | 20.77K | 0.08% | +100.0% |
| Vanguard Fiduciary Trust Co | 20.01K | 0.08% | 0.0% |
| Avidian Wealth Enterprises, LLC | 18.80K | 0.07% | 0.0% |
| Jane Street Group, LLC | 15.44K | 0.06% | -61.0% |
| State Street Corporation | 12.76K | 0.05% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SER
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 125.81K | 0.50% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 41.63K | 0.16% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 33.33K | 0.13% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 4.74K | 0.02% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 2.59K | 0.01% |
Frequently asked questions
Who is the largest shareholder of Serina Therapeutics?
Sio Capital Management, LLC is the largest institutional shareholder of SER, owning 3.94% of shares outstanding (1.00M shares) as of its latest 13F filing.
What percentage of Serina Therapeutics is owned by institutions?
Institutions own about 5.5% of SER shares and 11.3% of the public float.
How much of Serina Therapeutics do insiders own?
Insiders, such as officers and directors, own about 50.76% of SER shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.