Latest Period
Q4 2025
Security Snapshot
SurgePays, Inc. - Class A Common Stock (SURG) Institutional Ownership
CUSIP: 86882L204
13F Institutional Holders and Ownership History from Q4 2021 to Q1 2026
Institutions Reporting
30
Shares (Excl. Options)
2,061,901
Price
$1.67
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.
- Type / Class
- Equity / Class A Common Stock
- Symbol
- SURG on Nasdaq
- Shares outstanding
- 20,420,520
- Price per share
- $0.75
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 2,061,901
- Total reported value
- $3,443,412
- % of total 13F portfolios
- 0%
- Share change
- -92,018
- Value change
- -$192,345
- Number of holders
- 30
- Price from insider filings
- $0.75
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- SURG - SurgePays, Inc. - Class A Common Stock is tracked under CUSIP 86882L204.
- 30 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 30 to 3 between Q4 2025 and Q1 2026.
- Reported value moved from $3,443,412 to $38,844.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 30 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 86882L204?
CUSIP 86882L204 identifies SURG - SurgePays, Inc. - Class A Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 86882L204:
Significant Owners of SurgePays, Inc. - Class A Common Stock (SURG) based on Schedule 13D/G filings
| 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.
Top 25 Institutional Shareholders
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 |
Institutional Holders of SurgePays, Inc. - Class A Common Stock (SURG) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 51,723 | $38,844 | +$751 | $0.75 | 3 |
| 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 |