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 | $7.55M |
| 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 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 |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 15 | $6 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 29 | $10 | 0.00% | −80−73.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 60 | $22 | 0.00% | +60 | New |
| Barclays PLC | 381 | $138 | 0.00% | +381 | New |
| Ameritas Advisory Services, LLC | 1,000 | $361 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,018 | $367 | 0.00% | +18+1.8% | Added |
| Advisor Group Holdings, Inc. | 1,429 | $514 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,783 | $1.03K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,276 | $1.18K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,296 | $1.19K | 0.00% | −284−7.9% | Reduced |
| Vanguard Global Advisers, LLC | 4,107 | $1.48K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6,857 | $2.48K | 0.00% | +1,034+17.8% | Added |
| JPMorgan Chase & Co | 9,844 | $3.36K | 0.00% | +9,844 | New |
| XTX Topco Ltd | 13,188 | $4.76K | 0.00% | +13,188 | New |
| Group One Trading, L.P. | 13,572 | $4.90K | 0.00% | +13,179+3,353.4% | Added |
| Tableaux LLC | 14,635 | $5.28K | 0.00% | +14,635 | New |
| UBS Group AG | 24,551 | $8.86K | 0.00% | −50,251−67.2% | Reduced |
| Virtu Financial LLC | 27,030 | $10.0K | 0.00% | +27,030 | New |
| Bailard, Inc. | 27,975 | $10.1K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 29,331 | $10.6K | 0.00% | −40,923−58.3% | Reduced |
| 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 |
| Jane Street Group, LLC | 44,128 | $15.9K | 0.00% | +44,128 | New |
| Ethos Financial Group, LLC | 50,233 | $18.1K | 0.00% | +37,366+290.4% | Added |
| Renaissance Technologies LLC | 50,900 | $18.4K | 0.00% | +1,000+2.0% | Added |
| Northern Trust Corp | 52,661 | $19.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 61,800 | $22.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 66,000 | $23.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 83,163 | $30.0K | 0.00% | +83,163 | New |
| Vanguard Fiduciary Trust Co | 83,235 | $30.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 168,647 | $60.9K | 0.00% | −55,350−24.7% | Reduced |
| Cable Car Capital LLC | 181,667 | $65.6K | 0.00% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 210,000 | $75.8K | 0.04% | +125,000+147.1% | Added |
| Gaddis Premier Wealth Advisors LLC | 438,287 | $158.2K | 0.10% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 567,358 | $204.8K | 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 |