Latest Period
Q1 2026
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
33
Shares (Excl. Options)
2,204,219
Price
$0.75
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- Type / Class
- Equity / Class A Common Stock
- Symbol
- SURG on Nasdaq
- Shares outstanding
- 20,420,520
- Price per share
- $0.55
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,204,219
- Total reported value
- $1,675,270
- % of total 13F portfolios
- 0%
- Share change
- +209,518
- Value change
- +$83,211
- Number of holders
- 33
- Price from insider filings
- $0.55
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SURG - SurgePays, Inc. - Class A Common Stock is tracked under CUSIP 86882L204.
- 33 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 30 to 33 between Q4 2025 and Q1 2026.
- Reported value moved from $3,443,412 to $1,675,270.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 33 institutions filings for Q1 2026.
Security key
86882L204
Latest holder period
Q1 2026
13F holders
33
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
SURG full holder history
SurgePays, Inc. SEC filings
SurgePays, Inc. company facts
SurgePays, Inc. insider transactions
Broader feeds
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 Mar 2026, 33 institutional investors reported holding 2,204,219 shares of SurgePays, Inc. - Class A Common Stock (SURG). This represents 11% 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 11% 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 CAPITAL MANAGEMENT LLC | 2.8% | 567,358 | 0% | 0% | $426,086 |
| Gaddis Premier Wealth Advisors LLC | 2.1% | 438,287 | +16% | 0.24% | $329,154 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 223,997 | +36% | 0% | $168,239 |
| Cable Car Capital, LP | 0.89% | 181,667 | 0% | 0.05% | $136,432 |
| Millennium Capital Advisors, LLC | 0.42% | 85,000 | 0% | 0.04% | $63,835 |
| VANGUARD FIDUCIARY TRUST CO | 0.41% | 83,235 | 0% | 0% | $62,509 |
| UBS Group AG | 0.37% | 74,802 | +229% | 0% | $56,176 |
| BlackRock, Inc. | 0.34% | 70,254 | +17% | 0% | $52,761 |
| Cetera Investment Advisers | 0.32% | 66,000 | +43% | 0% | $49,566 |
| CIBC Bancorp USA Inc. | 0.32% | 65,000 | 0% | $48,815 | |
| STATE STREET CORP | 0.3% | 61,800 | 0% | 0% | $46,412 |
| NORTHERN TRUST CORP | 0.26% | 52,661 | 0% | 0% | $39,548 |
| RENAISSANCE TECHNOLOGIES LLC | 0.24% | 49,900 | +4% | 0% | $37,475 |
| NewEdge Advisors, LLC | 0.16% | 32,500 | 0% | 0.01% | $32,500 |
| JAMES INVESTMENT RESEARCH, INC. | 0.16% | 32,500 | 0% | 0% | $24,408 |
| BAILARD, INC. | 0.14% | 27,975 | 0% | 0% | $21,009 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.1% | 20,699 | +2.8% | 0% | $15,545 |
| TWO SIGMA SECURITIES, LLC | 0.1% | 19,801 | 0% | $14,871 | |
| GERBER, LLC | 0.07% | 13,400 | 0% | 0.01% | $10,063 |
| Ethos Financial Group, LLC | 0.06% | 12,867 | 0% | 0% | $21,488 |
| SBI Securities Co., Ltd. | 0.03% | 5,823 | +21% | 0% | $4,373 |
| Vanguard Global Advisers, LLC | 0.02% | 4,107 | 0% | 0% | $3,084 |
| Tower Research Capital LLC (TRC) | 0.02% | 3,580 | 0% | $2,689 | |
| Truvestments Capital LLC | 0.02% | 3,276 | -44% | 0% | $2,460 |
| JONES FINANCIAL COMPANIES LLLP | 0.01% | 2,783 | 0% | 0% | $2,059 |
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 | 2,204,219 | $1,675,270 | +$83,211 | $0.75 | 33 |
| 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 |