SURF AIR MOBILITY INC (SRFM)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
68
Reporting holders
$21.7M
Reported value
24.3%
Of shares outstanding
0.0%
Held as options
+5
Holder change
Institutions report 18,700,147 shares against 76,993,252 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $8.6M | 7,380,092 | 0.00% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.2M | 4,440,661 | 0.00% | 2q | +78.3%+$2.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1M | 981,575 | 0.00% | 8q | +74.6%+$486.7K |
| BlackRock, Inc. | $864.8K | 745,474 | 0.00% | 8q | +24.9%+$172.4K |
| UBS Group AG | $745.1K | 642,364 | 0.00% | 8q | -37.2%-$441.2K |
| VANGUARD FIDUCIARY TRUST CO | $607.5K | 523,747 | 0.00% | 2q | +73.5%+$257.3K |
| STATE STREET CORP | $595.9K | 513,701 | 0.00% | 8q | +87.3%+$277.8K |
| CITIGROUP INC | $533.1K | 459,568 | 0.00% | new | NEW |
| Balefire, LLC | $376.2K | 324,331 | 0.06% | 2q | -0.8%-$2.9K |
| Rathbones Group PLC | $371.0K | 319,826 | 0.00% | 8q | -0.8%-$2.9K |
| LPL Financial LLC | $353.7K | 304,889 | 0.00% | 5q | -6.3%-$23.9K |
| XTX Topco Ltd | $331.0K | 285,357 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $230.8K | 198,997 | 0.00% | 8q | +118.7%+$125.3K |
| DNB Asset Management AS | $187.5K | 161,608 | 0.00% | 5q | +265.2%+$136.1K |
| GOLDMAN SACHS GROUP INC | $164.0K | 141,417 | 0.00% | 4q | +5.0%+$7.8K |
| United Bank | $145.0K | 125,000 | 0.04% | 3q | HELD |
| J. Derek Lewis & Associates Inc. | $140.4K | 121,000 | 0.03% | 3q | -58.7%-$199.5K |
| Centiva Capital, LP | $136.9K | 117,999 | 0.00% | 3q | +129.2%+$77.2K |
| TWO SIGMA SECURITIES, LLC | $135.1K | 116,461 | 0.01% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $132.4K | 114,146 | 0.00% | 8q | +53.9%+$46.4K |
| Engineers Gate Manager LP | $111.8K | 96,389 | 0.00% | 4q | +147.4%+$66.6K |
| Focus Partners Wealth | $102.7K | 88,500 | 0.00% | 8q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $76.4K | 65,900 | 0.00% | 4q | -3.5%-$2.8K |
| OSAIC HOLDINGS, INC. | $57.4K | 49,457 | 0.00% | 8q | +27.4%+$12.3K |
| RAYMOND JAMES FINANCIAL INC | $54.1K | 46,667 | 0.00% | 5q | -8.7%-$5.2K |
| Squarepoint Ops LLC | $53.0K | 45,710 | 0.00% | new | NEW |
| True Freedom Investing, LLC | $34.9K | 30,339 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $29.0K | 25,029 | 0.00% | 8q | +177.1%+$18.6K |
| Perennial Investment Advisors, LLC | $28.1K | 24,222 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $27.4K | 23,622 | 0.00% | 2q | HELD |
| Vanguard Personalized Indexing Management, LLC | $23.3K | 20,105 | 0.00% | 3q | +80.5%+$10.4K |
| JONES FINANCIAL COMPANIES LLLP | $19.7K | 21,851 | 0.00% | 5q | +100.6%+$9.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $18.1K | 15,601 | 0.00% | new | NEW |
| SYMMETRY PEAK MANAGEMENT LLC | $17.4K | 15,000 | 0.00% | new | NEW |
| Cetera Investment Advisers | $15.8K | 13,617 | 0.00% | 4q | +23.7%+$3.0K |
| Kestra Advisory Services, LLC | $13.4K | 11,522 | 0.00% | new | NEW |
| BARCLAYS PLC | $12.2K | 10,557 | 0.00% | 4q | -73.9%-$34.6K |
| Mariner, LLC | $12.2K | 10,534 | 0.00% | 2q | -76.2%-$39.1K |
| Sowell Financial Services LLC | $12.0K | 10,340 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $11.8K | 10,185 | 0.00% | 8q | -50.1%-$11.9K |
| Leonteq Securities AG | $11.6K | 10,000 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $8.7K | 7,479 | 0.00% | 2q | -85.2%-$49.9K |
| SBI Securities Co., Ltd. | $8.5K | 7,299 | 0.00% | 5q | +5.2% |
| MERCER GLOBAL ADVISORS INC /ADV | $5.5K | 4,700 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $3.7K | 3,200 | 0.00% | 7q | -36.0%-$2.1K |
| ROYAL BANK OF CANADA | $2.0K | 1,578 | 0.00% | 2q | +39.9% |
| IFP Advisors, Inc | $1.8K | 1,559 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3K | 1,144 | 0.00% | 3q | +143.4% |
| HARBOUR INVESTMENTS, INC. | $1.2K | 1,000 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.2K | 1,000 | 0.00% | 3q | HELD |
| SIGNATUREFD, LLC | $1.2K | 1,000 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $1.2K | 1,000 | 0.00% | new | NEW |
| Allworth Financial LP | $906 | 781 | 0.00% | 4q | HELD |
| RMG Wealth Management LLC | $794 | 1,000 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $740 | 638 | 0.00% | new | NEW |
| Ares Financial Consulting, LLC | $735 | 634 | 0.00% | 2q | HELD |
| Hickory Point Bank & Trust | $696 | 600 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $694 | 598 | 0.00% | new | NEW |
| Grove Bank & Trust | $580 | 500 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $454 | 392,233 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $232 | 200 | 0.00% | 4q | HELD |
| BESSEMER GROUP INC | $145 | 125,000 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $116 | 100 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $108 | 93 | 0.00% | 4q | HELD |
| Larson Financial Group LLC | $99 | 85 | 0.00% | 5q | HELD |
| Bogart Wealth, LLC | $85 | 73 | 0.00% | 3q | HELD |
| Caitong International Asset Management Co., Ltd | $77 | 66 | 0.00% | new | NEW |
| FMR LLC | $58 | 50 | 0.00% | 2q | -98.0%-$2.8K |
| Cloud Capital Management, LLC | $11 | 10,000 | 0.00% | 2q | HELD |
| Roble, Belko & Company, Inc | $0 | 10 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $0 | 400 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-01 | 13G | Palantir Technologies Inc. | 7.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 68 | $21.7M | 18,700,147 | 20 | 19 | 13 | 0.0% |
| Q1 2026 | 63 | $13.9M | 12,127,870 | 20 | 15 | 11 | 0.0% |
| Q4 2025 | 62 | $14.8M | 7,645,845 | 22 | 18 | 10 | 0.0% |
| Q3 2025 | 54 | $30.0M | 6,985,462 | 28 | 19 | 4 | 0.0% |
| Q2 2025 | 30 | $7.5M | 2,039,395 | 13 | 11 | 1 | 0.0% |
| Q1 2025 | 22 | $9.6M | 3,601,211 | 3 | 8 | 5 | 0.0% |
| Q4 2024 | 22 | $9.7M | 1,802,540 | 7 | 7 | 3 | 0.0% |
| Q3 2024 | 18 | $1.8M | 1,361,508 | 17 | 0 | 0 | 0.0% |
| Q2 2024 | 28 | $3.9M | 10,235,689 | 9 | 7 | 6 | 0.0% |
| Q1 2024 | 29 | $7.1M | 8,422,720 | 8 | 7 | 3 | 0.0% |
| Q4 2023 | 26 | $12.2M | 7,899,895 | 6 | 9 | 5 | 0.0% |
| Q3 2023 | 22 | $15.8M | 9,754,117 | 22 | 0 | 0 | 0.0% |