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 2025
Institutional positions in SurgePays, Inc. as of Jun 30, 2025. 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
- 35
- +6 vs. Q1 2025
- Shares held
- 1.69M
- −254.4K (−13.1%) vs. Q1 2025
- Total value
- $5.26M
- +$1.25M (+31.1%) vs. Q1 2025
- New holders
- 8
- 10 more added
- Sold out
- 2
- 12 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 137 | $426 | 0.00% | +20+17.1% | Added |
| Jones Financial Companies LLLP | 150 | $477 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 300 | $933 | 0.00% | −3,117−91.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 516 | $1.60K | 0.00% | +516 | New |
| Morgan Stanley | 1,000 | $3.11K | 0.00% | −99−9.0% | Reduced |
| Financial Network Wealth Advisors LLC | 1,000 | $3.11K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,429 | $4.44K | 0.00% | +1,429 | New |
| SBI Securities Co., Ltd. | 4,823 | $15.0K | 0.00% | −1,035−17.7% | Reduced |
| Group One Trading, L.P. | 5,490 | $17.1K | 0.00% | +5,490 | New |
| Commonwealth Equity Services, LLC | 10,000 | $31.0K | 0.00% | −38,600−79.4% | Reduced |
| D.A. Davidson & Co. | 10,947 | $34.0K | 0.00% | −1,317−10.7% | Reduced |
| Wolverine Trading, LLC | 11,771 | $37.4K | 0.00% | +11,771 | New |
| Dimensional Fund Advisors LP | 12,397 | $38.9K | 0.00% | +12,397 | New |
| Jane Street Group, LLC | 13,364 | $41.6K | 0.00% | +13,364 | New |
| Simplex Trading, LLC | 15,827 | $49.0K | 0.00% | −2,870−15.4% | Reduced |
| Goldman Sachs Group Inc | 18,461 | $57.4K | 0.00% | +5,005+37.2% | Added |
| Truvestments Capital LLC | 18,520 | $57.6K | 0.01% | −850−4.4% | Reduced |
| James Investment Research Inc | 19,000 | $59.1K | 0.01% | +6,000+46.2% | Added |
| GWM Advisors LLC | 19,000 | $59.1K | 0.00% | +6,000+46.2% | Added |
| HighTower Advisors, LLC | 23,442 | $72.9K | 0.00% | +23,442 | New |
| Northern Trust Corp | 27,151 | $84.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 29,375 | $91.4K | 0.00% | −49,249−62.6% | Reduced |
| State Street Corp | 35,800 | $111.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 37,132 | $115.9K | 0.00% | −32,333−46.5% | Reduced |
| XTX Topco Ltd | 40,006 | $124.8K | 0.01% | +40,006 | New |
| Two Sigma Investments, LP | 40,371 | $125.6K | 0.00% | +29,922+286.4% | Added |
| Renaissance Technologies LLC | 45,200 | $140.6K | 0.00% | −13,800−23.4% | Reduced |
| Bailard, Inc. | 45,075 | $140.6K | 0.00% | −405−0.9% | Reduced |
| Cetera Investment Advisers | 45,400 | $141.2K | 0.00% | +17,200+61.0% | Added |
| Ethos Financial Group, LLC | 48,754 | $151.6K | 0.01% | +21,186+76.8% | Added |
| BlackRock, Inc. | 64,292 | $199.9K | 0.00% | +946+1.5% | Added |
| Millennium Capital Advisors, LLC | 75,000 | $233.3K | 0.16% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 163,541 | $510.3K | 0.00% | +2,234+1.4% | Added |
| Cable Car Capital LLC | 181,667 | $565.0K | 0.24% | −333,333−64.7% | Reduced |
| Vanguard Group Inc | 621,614 | $1.94M | 0.00% | +42,735+7.4% | Added |
| Baader Bank INC | 0 | $0 | 0.00% | −17,047−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |