SurgePays, Inc. - Class A Common Stock (SURG)

CUSIP: 86882L204

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / Class A Common Stock
Shares outstanding
20,420,520
Total 13F shares
1,612,952
Share change
-254,422
Total reported value
$5,026,698
Put/Call ratio
93%
Price per share
$3.11
Number of holders
34
Value change
-$763,920
Number of buys
18
Number of sells
14

Quarterly Holders Quick Answers

What is CUSIP 86882L204?
CUSIP 86882L204 identifies SURG - SurgePays, Inc. - Class A Common Stock in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of SURG - SurgePays, Inc. - Class A Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Anthony P. Nuzzo Jr.
3/4/5
PRESIDENT, Director, 10%+ Owner
class O/S missing
1,740,759
$8,216,382 10 Sep 2021
VANGUARD GROUP INC
13F
Company
2.8%
578,879
$1,198,279 31 Mar 2025
13F
Cable Car Capital, LP
13F
Company
2.5%
515,000
$1,066,050 31 Mar 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.79%
161,307
$333,961 31 Mar 2025
13F
UBS Group AG
13F
Company
0.39%
78,624
$162,751 31 Mar 2025
13F
Millennium Capital Advisors, LLC
13F
Company
0.37%
75,000
$155,250 31 Mar 2025
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.34%
69,465
$143,793 31 Mar 2025
13F
BlackRock, Inc.
13F
Company
0.31%
63,346
$131,126 31 Mar 2025
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.29%
59,000
$122,130 31 Mar 2025
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
0.24%
48,600
$101,000 31 Mar 2025
13F
BAILARD, INC.
13F
Company
0.22%
45,480
$94,144 31 Mar 2025
13F
Richard Earl Schurfeld
3/4/5
Director
mixed-class rows
145,002
mixed-class rows
$77,892 22 May 2025
STATE STREET CORP
13F
Company
0.18%
35,800
$74,106 31 Mar 2025
13F
Cetera Investment Advisers
13F
Company
0.14%
28,200
$58,374 31 Mar 2025
13F
Ethos Financial Group, LLC
13F
Company
0.14%
27,568
$57,066 31 Mar 2025
13F
NORTHERN TRUST CORP
13F
Company
0.13%
27,151
$56,203 31 Mar 2025
13F
John Mott
3/4/5
CHIEF TECHNOLOGY OFFICER, Director
class O/S missing
9,788
$44,340 03 Jun 2022
Truvestments Capital LLC
13F
Company
0.09%
19,370
$40,096 31 Mar 2025
13F
SIMPLEX TRADING, LLC
13F
Company
0.09%
18,697
$38,000 31 Mar 2025
13F
Baader Bank Aktiengesellschaft
13F
Company
0.08%
17,047
$27,892 31 Mar 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.07%
13,456
$27,854 31 Mar 2025
13F
JAMES INVESTMENT RESEARCH, INC.
13F
Company
0.06%
13,000
$26,910 31 Mar 2025
13F
NewEdge Advisors, LLC
13F
Company
0.06%
13,000
$26,910 31 Mar 2025
13F
D.A. DAVIDSON & CO.
13F
Company
0.06%
12,264
$25,386 31 Mar 2025
13F
TWO SIGMA INVESTMENTS, LP
13F
Company
0.05%
10,449
$21,629 31 Mar 2025
13F
Laurie Weisberg
3/4/5
Director
mixed-class rows
65,618
mixed-class rows
$14,368 22 May 2025
SBI Securities Co., Ltd.
13F
Company
0.03%
5,858
$12,126 31 Mar 2025
13F
Tower Research Capital LLC (TRC)
13F
Company
0.02%
3,417
$7,073 31 Mar 2025
13F
MORGAN STANLEY
13F
Company
0.01%
1,099
$2,275 31 Mar 2025
13F
Financial Network Wealth Advisors LLC
13F
Company
0%
1,000
$2,070 31 Mar 2025
13F
Jeremy Gies
3/4/5
President
class O/S missing
100
$453 08 Jan 2024
JONES FINANCIAL COMPANIES LLLP
13F
Company
0%
150
$269 31 Mar 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0%
117
$242 31 Mar 2025
13F
JPMORGAN CHASE & CO
13F
Company
0%
30
$62 31 Mar 2025
13F
David N. Keys
3/4/5
Director
class O/S missing
67,043
22 May 2025

Institutional Holders of SurgePays, Inc. - Class A Common Stock (SURG) as of Q2 2025

As of 30 Jun 2025, SurgePays, Inc. - Class A Common Stock (SURG) was held by 34 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,612,952 shares. The largest 10 holders included VANGUARD GROUP INC, Cable Car Capital, LP, GEODE CAPITAL MANAGEMENT, LLC, Millennium Capital Advisors, LLC, BlackRock, Inc., Ethos Financial Group, LLC, Cetera Investment Advisers, RENAISSANCE TECHNOLOGIES LLC, BAILARD, INC., and TWO SIGMA INVESTMENTS, LP. This page lists 35 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
28
Q2 2025 holders
34
Holder diff
6
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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