SurgePays, Inc. (SURG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

14,457,757Shares Outstanding

74,715Shares held by institutions

$65,002Value of institutional holdings

12.51%Institutional ownership %

-7.43%Shares Changed QoQ

30No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 29 institutions have reported a stake in SurgePays, Inc. (NASDAQ:SURG) as of December 2025, according to recent 13F filings with the SEC.

Institutional ownership in SurgePays edged up to 10.3% in December 2025, compared to 9.2% in September 2025.
Quarterly data indicates a 25.40% shift in institutional share volume, and the annual owner count reflects a decrease of 3.33%.
A review of institutional activity for SurgePays shows 9 of 29 filers increasing their positions, while 12 reduced their stake, and 8 remained unchanged.
The aggregate institutional position in SurgePays now stands at 2.03Mn shares as of December 2025, after investors increased their holdings (up by 411.11K shares quarter on quarter which is up 62.51K shares year over year).
VANGUARD GROUP INC's holding of 656.90K shares as of December 31, 2025 makes it the primary institutional investor in SurgePays, owning 3.35% of the stock.
Among the most significant buyers of SurgePays during December 2025 were Gaddis Premier Wealth Advisors LLC (377.92K), Millennium Capital Advisors, LLC (85.00K), Squarepoint Ops LLC (31.28K), NORTHERN TRUST CORP (25.51K), UBS Group AG (17.50K).
Leading sellers of SurgePays stock in December 2025 included SUSQUEHANNA INTERNATIONAL GROUP, LLP (48.40K), Ethos Financial Group, LLC (35.89K), BAILARD, INC. (17.10K), SIMPLEX TRADING, LLC (11.72K), GROUP ONE TRADING LLC (10.60K).
The top 10 institutional holders of SurgePays for the quarter ending December 2025 included VANGUARD GROUP INC (656.90K), Gaddis Premier Wealth Advisors LLC (377.92K), Cable Car Capital, LP (181.67K), GEODE CAPITAL MANAGEMENT, LLC (165.04K), Millennium Capital Advisors, LLC (85.00K), CIBC Private Wealth Group LLC (65.00K), STATE STREET CORP (61.80K), BlackRock, Inc. (60.18K), NORTHERN TRUST CORP (52.66K), RENAISSANCE TECHNOLOGIES LLC (48.00K).

29 Institutional Holders

74,715 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	656,900	0	0.00%	$1,097,023.00
Gaddis Premier Wealth Advisors LLC	31 Dec, 2025	377,924	377,924	0.00%	$631,133.00
Cable Car Capital, LP	31 Dec, 2025	181,667	0	0.00%	$303,384.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	165,039	1,498	0.92%	$275,653.00
Millennium Capital Advisors, LLC	31 Dec, 2025	85,000	85,000	0.00%	$141,950.00
CIBC Private Wealth Group LLC	31 Dec, 2025	65,000	-10,000	-13.33%	$108,550.00
STATE STREET CORP	31 Dec, 2025	61,800	0	0.00%	$103,206.00
BlackRock, Inc.	31 Dec, 2025	60,177	-5,112	-7.83%	$100,495.00
NORTHERN TRUST CORP	31 Dec, 2025	52,661	25,510	93.96%	$87,944.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	48,000	-1,300	-2.64%	$80,160.00
Cetera Investment Advisers	31 Dec, 2025	46,000	-1,150	-2.44%	$76,820.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	33,871	-4,200	-11.03%	$56,565.00
JAMES INVESTMENT RESEARCH, INC.	31 Dec, 2025	32,500	0	0.00%	$54,275.00
Squarepoint Ops LLC	31 Dec, 2025	31,282	31,282	0.00%	$52,241.00
BAILARD, INC.	31 Dec, 2025	27,975	-17,100	-37.94%	$46,718.00
UBS Group AG	31 Dec, 2025	22,722	17,496	334.79%	$37,946.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	20,135	-48,398	-70.62%	$33,625.00
XTX Topco Ltd	31 Dec, 2025	15,519	15,519	0.00%	$25,917.00
GERBER, LLC	31 Dec, 2025	13,400	0	0.00%	$22,378.00
Ethos Financial Group, LLC	31 Dec, 2025	12,867	-35,887	-73.61%	$21,488.00

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