| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Crosby Bradley James | 6% | $3,505,141 | 1,217,063 | Bradley James Crosby | 18 Aug 2025 |
As of 31 Dec 2025, 30 institutional investors reported holding 2,061,901 shares of SurgePays, Inc. - Class A Common Stock (SURG). This represents 10% of the company’s total 20,420,520 outstanding shares.
The largest institutional shareholders of SurgePays, Inc. - Class A Common Stock (SURG) together control 10% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 3.2% | 656,900 | 0% | 0% | $1,097,023 |
| Gaddis Premier Wealth Advisors LLC | 1.9% | 377,924 | 0% | 0.48% | $631,133 |
| Cable Car Capital, LP | 0.89% | 181,667 | 0% | 0.02% | $303,384 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.81% | 165,039 | +0.92% | 0% | $275,653 |
| Millennium Capital Advisors, LLC | 0.42% | 85,000 | +13% | 0.08% | $141,950 |
| CIBC Private Wealth Group LLC | 0.32% | 65,000 | -13% | 0% | $108,550 |
| STATE STREET CORP | 0.3% | 61,800 | 0% | 0% | $103,206 |
| BlackRock, Inc. | 0.29% | 60,177 | -7.8% | 0% | $100,495 |
| NORTHERN TRUST CORP | 0.26% | 52,661 | +94% | 0% | $87,944 |
| RENAISSANCE TECHNOLOGIES LLC | 0.24% | 48,000 | -2.6% | 0% | $80,160 |
| Cetera Investment Advisers | 0.23% | 46,000 | -2.4% | 0% | $76,820 |
| TWO SIGMA INVESTMENTS, LP | 0.17% | 33,871 | -11% | 0% | $56,565 |
| NewEdge Advisors, LLC | 0.16% | 32,500 | 0% | 0% | $54,275 |
| JAMES INVESTMENT RESEARCH, INC. | 0.16% | 32,500 | 0% | 0.01% | $54,275 |
| Squarepoint Ops LLC | 0.15% | 31,282 | 0% | $52,241 | |
| BAILARD, INC. | 0.14% | 27,975 | -38% | 0% | $46,718 |
| UBS Group AG | 0.11% | 22,722 | +335% | 0% | $37,946 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.1% | 20,135 | -71% | 0% | $33,625 |
| XTX Topco Ltd | 0.08% | 15,519 | -4.2% | 0% | $25,917 |
| GERBER, LLC | 0.07% | 13,400 | 0% | 0.01% | $22,378 |
| Ethos Financial Group, LLC | 0.06% | 12,867 | -74% | 0% | $21,488 |
| Truvestments Capital LLC | 0.03% | 5,889 | -6.8% | 0% | $9,835 |
| SBI Securities Co., Ltd. | 0.02% | 4,823 | -0.04% | 0% | $8,054 |
| JONES FINANCIAL COMPANIES LLLP | 0.01% | 2,783 | 0% | $4,648 | |
| OSAIC HOLDINGS, INC. | 0.01% | 1,429 | 0% | 0% | $2,386 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,061,901 | $3,443,412 | -$192,345 | $1.67 | 30 |
| 2025 Q3 | 1,775,995 | $4,990,364 | +$226,063 | $2.81 | 31 |
| 2025 Q2 | 1,612,952 | $5,026,698 | -$763,920 | $3.11 | 34 |
| 2025 Q1 | 1,867,374 | $3,857,777 | -$188,000 | $2.07 | 28 |
| 2024 Q4 | 1,979,896 | $3,523,277 | +$150,425 | $1.78 | 30 |
| 2024 Q3 | 1,882,689 | $3,463,205 | -$158,408 | $1.84 | 27 |
| 2024 Q2 | 1,812,594 | $5,777,172 | -$639,606 | $3.19 | 31 |
| 2024 Q1 | 1,959,910 | $7,545,271 | +$1,436,425 | $3.85 | 33 |
| 2023 Q4 | 1,339,300 | $8,638,701 | -$2,065,477 | $6.45 | 32 |
| 2023 Q3 | 1,795,705 | $8,404,004 | -$3,466,504 | $4.68 | 28 |
| 2023 Q2 | 2,333,285 | $17,056,806 | +$5,248,305 | $7.31 | 30 |
| 2023 Q1 | 1,662,514 | $7,464,120 | -$6,279,171 | $4.49 | 16 |
| 2022 Q4 | 2,140,116 | $14,037,604 | +$3,789,222 | $6.56 | 25 |
| 2022 Q3 | 1,016,519 | $4,625,000 | +$623,281 | $4.55 | 19 |
| 2022 Q2 | 872,971 | $4,215,000 | +$1,557,547 | $4.82 | 17 |
| 2022 Q1 | 550,131 | $2,244,000 | +$115,308 | $4.08 | 11 |
| 2021 Q4 | 556,056 | $1,121,000 | +$1,121,000 | $2.00 | 11 |