Surf Air Mobility Inc.
SRFM- Exchange
- NYSE
- Industry
- Air Transportation, Nonscheduled
- SEC CIK
- 0001936224
No open-market purchases or sales by Surf Air Mobility Inc. insiders were filed in the last 90 days; 70 institutions reported holding it in 13F filings for Q2 2026, worth $22.3M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Surf Air Mobility Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 27
- +4 vs. Q3 2023
- Shares held
- 7.80M
- −2.88K (0.0%) vs. Q3 2023
- Total value
- $12.1M
- −$555.9K (−4.4%) vs. Q3 2023
- New holders
- 7
- 9 more added
- Sold out
- 3
- 5 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SRFM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 70 | $22.3M |
| Q1 2026 | 69 | $14.0M |
| Q4 2025 | 67 | $14.9M |
| Q3 2025 | 58 | $30.3M |
| Q2 2025 | 32 | $9.74M |
| Q1 2025 | 23 | $9.62M |
| Q4 2024 | 23 | $7.87M |
| Q3 2024 | 19 | $1.82M |
| Q2 2024 | 31 | $3.96M |
| Q1 2024 | 29 | $6.93M |
| Q4 2023 | 27 | $12.1M |
| Q3 2023 | 24 | $15.9M |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Surf Air Mobility Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 265 | $0 | 0.00% | +265 | New |
| Glassman Wealth Services | 15 | $23 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 96 | $148 | 0.00% | +96 | New |
| JPMorgan Chase & Co | 142 | $220 | 0.00% | +142 | New |
| National Bank of Canada | 1,350 | $1.94K | 0.00% | −750−35.7% | Reduced |
| Wells Fargo & Company | 1,430 | $2.22K | 0.00% | +19+1.3% | Added |
| Retirement Group, LLC | 2,133 | $3.31K | 0.00% | +2,133 | New |
| Tower Research Capital LLC (TRC) | 4,203 | $6.51K | 0.00% | −10,980−72.3% | Reduced |
| HighTower Advisors, LLC | 11,058 | $17.0K | 0.00% | +11,058 | New |
| True North Advisors, LLC | 13,281 | $20.6K | 0.01% | +13,281 | New |
| Bank of New York Mellon Corp | 23,441 | $36.3K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 36,762 | $57.0K | 0.00% | +15,755+75.0% | Added |
| CI Private Wealth, LLC | 44,902 | $69.6K | 0.00% | +13,787+44.3% | Added |
| Charles Schwab Investment Management Inc | 48,023 | $74.4K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 93,352 | $144.7K | 0.01% | −29,305−23.9% | Reduced |
| Morgan Stanley | 101,600 | $157.5K | 0.00% | +100,000+6,250.0% | Added |
| State Street Corp | 102,867 | $159.4K | 0.00% | +102,867 | New |
| Northern Trust Corp | 115,695 | $179.3K | 0.00% | +11,548+11.1% | Added |
| Susquehanna International Group, LLP | 130,955 | $203.0K | 0.00% | +95,786+272.4% | Added |
| Covalent Partners LLC | 150,000 | $232.5K | 1.27% | 00.0% | Unchanged |
| NEA Management Company, LLC | 220,209 | $307.2K | 0.02% | −220,209−50.0% | Reduced |
| Baker Avenue Asset Management, LP | 233,113 | $361.3K | 0.02% | +99,906+75.0% | Added |
| Institutional Venture Management XV, LLC | 248,156 | $384.6K | 0.19% | −248,156−50.0% | Reduced |
| Geode Capital Management, LLC | 526,002 | $815.5K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 906,032 | $1.40M | 0.00% | +126,343+16.2% | Added |
| Rathbone Brothers plc | 1,132,331 | $1.76M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,651,005 | $5.66M | 0.00% | +21,428+0.6% | Added |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −39,839−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −36,854−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,200−100.0% | Sold out |
| Palantir Technologies Inc. | – | – | – | – | Not filed |