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, Q4 2025
Institutional positions in SurgePays, Inc. as of Dec 31, 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
- 30
- −2 vs. Q3 2025
- Shares held
- 2.06M
- +285.8K (+16.1%) vs. Q3 2025
- Total value
- $3.44M
- −$1.55M (−31.0%) vs. Q3 2025
- New holders
- 3
- 5 more added
- Sold out
- 5
- 13 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding SurgePays, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 14 | $23 | 0.00% | +2+16.7% | Added |
| Simplex Trading, LLC | 812 | $1.36K | 0.00% | −11,722−93.5% | Reduced |
| Morgan Stanley | 1,000 | $1.67K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,000 | $1.67K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,212 | $2.02K | 0.00% | −10,600−89.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,429 | $2.39K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,783 | $4.65K | 0.00% | +2,783 | New |
| SBI Securities Co., Ltd. | 4,823 | $8.05K | 0.00% | −20.0% | Reduced |
| Truvestments Capital LLC | 5,889 | $9.84K | 0.00% | −430−6.8% | Reduced |
| Ethos Financial Group, LLC | 12,867 | $21.5K | 0.00% | −35,887−73.6% | Reduced |
| Gerber, LLC | 13,400 | $22.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,519 | $25.9K | 0.00% | −674−4.2% | Reduced |
| Susquehanna International Group, LLP | 20,135 | $33.6K | 0.00% | −48,398−70.6% | Reduced |
| UBS Group AG | 22,722 | $37.9K | 0.00% | +17,496+334.8% | Added |
| Bailard, Inc. | 27,975 | $46.7K | 0.00% | −17,100−37.9% | Reduced |
| Squarepoint Ops LLC | 31,282 | $52.2K | 0.00% | +31,282 | New |
| James Investment Research Inc | 32,500 | $54.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 32,500 | $54.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 33,871 | $56.6K | 0.00% | −4,200−11.0% | Reduced |
| Cetera Investment Advisers | 46,000 | $76.8K | 0.00% | −1,150−2.4% | Reduced |
| Renaissance Technologies LLC | 48,000 | $80.2K | 0.00% | −1,300−2.6% | Reduced |
| Northern Trust Corp | 52,661 | $87.9K | 0.00% | +25,510+94.0% | Added |
| BlackRock, Inc. | 60,177 | $100.5K | 0.00% | −5,112−7.8% | Reduced |
| State Street Corp | 61,800 | $103.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 65,000 | $108.5K | 0.00% | −10,000−13.3% | Reduced |
| Millennium Capital Advisors, LLC | 85,000 | $141.9K | 0.08% | +10,000+13.3% | Added |
| Geode Capital Management, LLC | 165,039 | $275.7K | 0.00% | +1,498+0.9% | Added |
| Cable Car Capital LLC | 181,667 | $303.4K | 0.02% | 00.0% | Unchanged |
| Gaddis Premier Wealth Advisors LLC | 377,924 | $631.1K | 0.48% | +377,924 | New |
| Vanguard Group Inc | 656,900 | $1.10M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −23,875−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −84−100.0% | Sold out |