SurgePays SURG Institutional Ownership

NASDAQ SURG

$0.15 0.00 (-0.33%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

37 Institutions

Increased 15 40.5%

Unchanged 17 45.9%

Reduced 5 13.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

8.90%

▼-0.40 pp QoQ

Shares Held by Institutions

2.31Mn

of 25.92Mn outstanding

▲+10.71% QoQ

Shares Outstanding

25.92Mn

23.61Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+223.15K

accumulated since last quarter

Value of Holdings

$346.12K

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

SurgePays, Inc. (NASDAQ:SURG) has 37 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 8.9% of SurgePays's outstanding shares in June 2026, down from 9.3% in March 2026.
They increased total shares held in SurgePays by 10.71% from the prior quarter, while the number of investors in SURG increased 5.71% year over year.
Activity in SURG broke down as 15 buyers, 5 sellers, and 17 unchanged among 37 total holders.
In total, institutional investors held 2.31Mn shares in SurgePays as of June 2026, up by 223.15K shares quarter on quarter, and up 620.52K shares year over year.
As of June 30, 2026, the biggest holder of SurgePays is VANGUARD CAPITAL MANAGEMENT LLC at 567.36K shares, representing 2.19% of shares outstanding.
The largest buyers of SurgePays for the quarter ending June 2026 were Millennium Capital Advisors, LLC (125.0K), CITADEL ADVISORS LLC (83.16K), JANE STREET GROUP, LLC (44.13K), Ethos Financial Group, LLC (37.37K), Virtu Financial LLC (27.03K).
The largest sales of SURG for the quarter ending June 2026 came from GEODE CAPITAL MANAGEMENT, LLC (55.35K), UBS Group AG (50.25K), BlackRock, Inc. (40.92K), Tower Research Capital LLC (TRC) (284), SIMPLEX TRADING, LLC (80).
SurgePays's 10 largest shareholders as of June 2026 include VANGUARD CAPITAL MANAGEMENT LLC (567.36K), Gaddis Premier Wealth Advisors LLC (438.29K), Millennium Capital Advisors, LLC (210.0K), Cable Car Capital, LP (181.67K), GEODE CAPITAL MANAGEMENT, LLC (168.65K), VANGUARD FIDUCIARY TRUST CO (83.24K), CITADEL ADVISORS LLC (83.16K), Cetera Investment Advisers (66.0K), State Street Corp (61.8K), Northern Trust Corp (52.66K) per Business Quant data.

Form 13F Holdings

37 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.31Mn

Of outstanding 8.90%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	567,358	2.19%	0	0.00%	$204.82K
2	Gaddis Premier Wealth Advisors LLC	0002087873	438,287	1.69%	0	0.00%	$158.22K
3	Millennium Capital Advisors, LLC	0002097025	210,000	0.81%	▲125,000	+147.06%	$75.81K
4	Cable Car Capital, LP	0001699575	181,667	0.70%	0	0.00%	$65.58K
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	168,647	0.65%	▼55,350	-24.71%	$60.89K
6	VANGUARD FIDUCIARY TRUST CO	0000933478	83,235	0.32%	0	0.00%	$30.05K
7	CITADEL ADVISORS LLC	0001423053	83,163	0.32%	▲83,163	0.00%	$30.02K
8	Cetera Investment Advisers	0001666741	66,000	0.25%	0	0.00%	$23.83K
9	State Street Corp	0000093751	61,800	0.24%	0	0.00%	$22.31K
10	Northern Trust Corp	0000073124	52,661	0.20%	0	0.00%	$19.01K
11	RENAISSANCE TECHNOLOGIES LLC	0001037389	50,900	0.20%	▲1,000	+2.00%	$18.38K
12	Ethos Financial Group, LLC	0001954242	50,233	0.19%	▲37,366	+290.40%	$18.13K
13	JANE STREET GROUP, LLC	0001595888	44,128	0.17%	▲44,128	0.00%	$15.93K
14	JAMES INVESTMENT RESEARCH, INC.	0000810384	32,500	0.13%	0	0.00%	$11.73K
14	NewEdge Advisors, LLC	0001633516	32,500	0.13%	0	0.00%	$11.73K
15	BlackRock, Inc.	0002012383	29,331	0.11%	▼40,923	-58.25%	$10.59K
16	BAILARD, INC.	0000750641	27,975	0.11%	0	0.00%	$10.10K
17	Virtu Financial LLC	0001533964	27,030	0.10%	▲27,030	0.00%	$10
18	UBS Group AG	0001610520	24,551	0.09%	▼50,251	-67.18%	$8.86K
19	TABLEAUX LLC	0002060663	14,635	0.06%	▲14,635	0.00%	$5.28K

Showing 1 to 20 of 37 holders