SurgePays, Inc.
SURG- Exchange
- Nasdaq
- Industry
- Telephone Communications (No Radiotelephone)
- SEC CIK
- 0001392694
No open-market purchases or sales by SurgePays, Inc. insiders were filed in the last 90 days; 36 institutions reported holding it in 13F filings for Q2 2026, worth $833.1K in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in SurgePays, Inc. as of Jun 30, 2026. 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
- 36
- +3 vs. Q1 2026
- Shares held
- 2.31M
- +103.2K (+4.7%) vs. Q1 2026
- Total value
- $833.1K
- −$834.1K (−50.0%) vs. Q1 2026
- New holders
- 8
- 6 more added
- Sold out
- 5
- 5 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SURG 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 | 36 | $833.1K |
| Q1 2026 | 33 | $1.67M |
| Q4 2025 | 30 | $3.44M |
| Q3 2025 | 32 | $4.99M |
| Q2 2025 | 35 | $5.26M |
| Q1 2025 | 29 | $4.01M |
| Q4 2024 | 31 | $3.65M |
| Q3 2024 | 27 | $3.46M |
| Q2 2024 | 32 | $5.78M |
| Q1 2024 | 33 | $7.70M |
| Q4 2023 | 33 | $8.64M |
| Q3 2023 | 28 | $8.40M |
| Q2 2023 | 30 | $17.1M |
| Q1 2023 | 16 | $7.46M |
| Q4 2022 | 25 | $14.0M |
| Q3 2022 | 23 | $4.63M |
| Q2 2022 | 19 | $4.21M |
| Q1 2022 | 13 | $2.25M |
| Q4 2021 | 12 | $1.19M |
| Q3 2021 | 1 | $12.0K |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 567,358 | $204.8K | 0.00% | 00.0% | Unchanged |
| Gaddis Premier Wealth Advisors LLC | 438,287 | $158.2K | 0.10% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 210,000 | $75.8K | 0.04% | +125,000+147.1% | Added |
| Cable Car Capital LLC | 181,667 | $65.6K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 168,647 | $60.9K | 0.00% | −55,350−24.7% | Reduced |
| Vanguard Fiduciary Trust Co | 83,235 | $30.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 83,163 | $30.0K | 0.00% | +83,163 | New |
| Cetera Investment Advisers | 66,000 | $23.8K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 61,800 | $22.3K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 52,661 | $19.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 50,900 | $18.4K | 0.00% | +1,000+2.0% | Added |
| Ethos Financial Group, LLC | 50,233 | $18.1K | 0.00% | +37,366+290.4% | Added |
| Jane Street Group, LLC | 44,128 | $15.9K | 0.00% | +44,128 | New |
| James Investment Research Inc | 32,500 | $11.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 32,500 | $11.7K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 29,331 | $10.6K | 0.00% | −40,923−58.3% | Reduced |
| Bailard, Inc. | 27,975 | $10.1K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 27,030 | $10.0K | 0.00% | +27,030 | New |
| UBS Group AG | 24,551 | $8.86K | 0.00% | −50,251−67.2% | Reduced |
| Tableaux LLC | 14,635 | $5.28K | 0.00% | +14,635 | New |
| Group One Trading, L.P. | 13,572 | $4.90K | 0.00% | +13,179+3,353.4% | Added |
| XTX Topco Ltd | 13,188 | $4.76K | 0.00% | +13,188 | New |
| JPMorgan Chase & Co | 9,844 | $3.36K | 0.00% | +9,844 | New |
| SBI Securities Co., Ltd. | 6,857 | $2.48K | 0.00% | +1,034+17.8% | Added |
| Vanguard Global Advisers, LLC | 4,107 | $1.48K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,296 | $1.19K | 0.00% | −284−7.9% | Reduced |
| Truvestments Capital LLC | 3,276 | $1.18K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,783 | $1.03K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,429 | $514 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,018 | $367 | 0.00% | +18+1.8% | Added |
| Ameritas Advisory Services, LLC | 1,000 | $361 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 381 | $138 | 0.00% | +381 | New |
| Northwestern Mutual Wealth Management Co | 60 | $22 | 0.00% | +60 | New |
| Simplex Trading, LLC | 29 | $10 | 0.00% | −80−73.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 15 | $6 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,699−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,801−100.0% | Sold out |
| Gerber, LLC | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |