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, Q3 2025
Institutional positions in SurgePays, Inc. as of Sep 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
- 32
- −3 vs. Q2 2025
- Shares held
- 1.78M
- +88.1K (+5.2%) vs. Q2 2025
- Total value
- $4.99M
- −$269.6K (−5.1%) vs. Q2 2025
- New holders
- 4
- 11 more added
- Sold out
- 7
- 7 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 84 | $0 | 0.00% | +84 | New |
| Bank of America Corp | 12 | $34 | 0.00% | −125−91.2% | Reduced |
| Citigroup Inc | 39 | $110 | 0.00% | +39 | New |
| Federation des caisses Desjardins du Quebec | 100 | $281 | 0.00% | −416−80.6% | Reduced |
| Morgan Stanley | 1,000 | $2.81K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,000 | $2.81K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,429 | $4.09K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,825 | $13.6K | 0.00% | +20.0% | Added |
| UBS Group AG | 5,226 | $14.7K | 0.00% | −24,149−82.2% | Reduced |
| Truvestments Capital LLC | 6,319 | $17.8K | 0.00% | −12,201−65.9% | Reduced |
| Commonwealth Equity Services, LLC | 10,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 11,812 | $33.2K | 0.00% | +6,322+115.2% | Added |
| Simplex Trading, LLC | 12,534 | $35.0K | 0.00% | −3,293−20.8% | Reduced |
| Gerber, LLC | 13,400 | $37.7K | 0.02% | +13,400 | New |
| XTX Topco Ltd | 16,193 | $45.5K | 0.00% | −23,813−59.5% | Reduced |
| HighTower Advisors, LLC | 23,875 | $67.1K | 0.00% | +433+1.8% | Added |
| Northern Trust Corp | 27,151 | $76.3K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 32,500 | $91.3K | 0.01% | +13,500+71.1% | Added |
| GWM Advisors LLC | 32,500 | $91.3K | 0.00% | +13,500+71.1% | Added |
| Two Sigma Investments, LP | 38,071 | $107.0K | 0.00% | −2,300−5.7% | Reduced |
| Bailard, Inc. | 45,075 | $126.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 47,150 | $132.5K | 0.00% | +1,750+3.9% | Added |
| Ethos Financial Group, LLC | 48,754 | $137.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 49,300 | $138.5K | 0.00% | +4,100+9.1% | Added |
| State Street Corp | 61,800 | $173.7K | 0.00% | +26,000+72.6% | Added |
| BlackRock, Inc. | 65,289 | $183.5K | 0.00% | +997+1.6% | Added |
| Susquehanna International Group, LLP | 68,533 | $192.6K | 0.00% | +31,401+84.6% | Added |
| Millennium Capital Advisors, LLC | 75,000 | $210.8K | 0.13% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 75,000 | $210.8K | 0.00% | +75,000 | New |
| Geode Capital Management, LLC | 163,541 | $459.6K | 0.00% | 00.0% | Unchanged |
| Cable Car Capital LLC | 181,667 | $510.5K | 0.22% | 00.0% | Unchanged |
| Vanguard Group Inc | 656,900 | $1.85M | 0.00% | +35,286+5.7% | Added |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −18,461−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,364−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −12,397−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,771−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −10,947−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −150−100.0% | Sold out |