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 2024
Institutional positions in SurgePays, Inc. as of Jun 30, 2024. 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
- 32
- −1 vs. Q1 2024
- Shares held
- 1.81M
- −146.7K (−7.5%) vs. Q1 2024
- Total value
- $5.78M
- −$1.77M (−23.4%) vs. Q1 2024
- New holders
- 7
- 12 more added
- Sold out
- 8
- 7 more reduced
Compare with Q1 2024: 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 | $7.55M |
| 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 | $1.12M |
| Q3 2021 | 1 | $12.0K |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 105 | $335 | 0.00% | +105 | New |
| Wells Fargo & Company | 200 | $638 | 0.00% | −87−30.3% | Reduced |
| Lazard Asset Management LLC | 582 | $1.00K | 0.00% | +582 | New |
| Morgan Stanley | 1,000 | $3.19K | 0.00% | −7,700−88.5% | Reduced |
| Financial Network Wealth Advisors LLC | 1,000 | $3.19K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 2,435 | $7.77K | 0.00% | +2,376+4,027.1% | Added |
| Redwood Wealth Management Group, LLC | 2,500 | $7.97K | 0.01% | +2,500 | New |
| The PNC Financial Services Group, Inc. | 2,652 | $8.46K | 0.00% | +2,652 | New |
| Millennium Management LLC | 10,920 | $34.8K | 0.00% | −5,809−34.7% | Reduced |
| Cetera Investment Advisers | 12,200 | $38.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,000 | $41.5K | 0.00% | −1,618−11.1% | Reduced |
| James Investment Research Inc | 13,000 | $41.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 14,113 | $45.0K | 0.00% | +8,274+141.7% | Added |
| Renaissance Technologies LLC | 14,200 | $45.3K | 0.00% | +14,200 | New |
| Advisor Group Holdings, Inc. | 16,625 | $53.0K | 0.00% | +875+5.6% | Added |
| Privium Fund Management B.V. | 17,000 | $53.0K | 0.01% | −11,200−39.7% | Reduced |
| Simplex Trading, LLC | 17,479 | $55.0K | 0.00% | −59,618−77.3% | Reduced |
| Corsair Capital Management, L.P. | 19,864 | $63.4K | 0.02% | +19,864 | New |
| Dimensional Fund Advisors LP | 24,331 | $77.5K | 0.00% | +7,998+49.0% | Added |
| Royal Bank of Canada | 26,160 | $84.0K | 0.00% | +25,503+3,881.7% | Added |
| National Bank of Canada | 36,000 | $111.2K | 0.00% | +12,000+50.0% | Added |
| State Street Corp | 35,800 | $114.2K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 37,802 | $120.6K | 0.00% | −1,461−3.7% | Reduced |
| Mariner, LLC | 43,400 | $138.4K | 0.00% | +15,900+57.8% | Added |
| Bailard, Inc. | 48,769 | $155.6K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 62,482 | $199.3K | 0.00% | +12,046+23.9% | Added |
| Truvestments Capital LLC | 68,990 | $220.1K | 0.09% | +10,867+18.7% | Added |
| IMC-Chicago, LLC | 81,231 | $259.1K | 0.01% | +23,791+41.4% | Added |
| Bank of New York Mellon Corp | 125,003 | $398.8K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 132,979 | $424.3K | 0.00% | +14,848+12.6% | Added |
| Cable Car Capital LLC | 400,000 | $1.28M | 1.35% | 00.0% | Unchanged |
| Vanguard Group Inc | 531,354 | $1.70M | 0.00% | +25,974+5.1% | Added |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −70,199−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,491−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −36,529−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −10,952−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,558−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |