SurgePays, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 656.90 K | $1.85 M | 5.68% | 3.30% |
| CABLE CAR CAPITAL LLC | 11/14/2025 | 181.67 K | $510.48 K | 0.00% | 0.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 163.54 K | $459.62 K | 0.00% | 0.82% |
| 11/12/2025 | 114.00 K | $320.34 K | 100.00% | 0.57% | |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 75.00 K | $210.75 K | 100.00% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 68.53 K | $192.58 K | 84.57% | 0.34% |
| BLACKROCK, INC. | 11/12/2025 | 65.29 K | $183.46 K | 1.55% | 0.33% |
| STATE STREET CORP | 11/14/2025 | 61.80 K | $173.66 K | 72.63% | 0.31% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 49.30 K | $138.53 K | 9.07% | 0.25% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 48.75 K | $137.00 K | 0.00% | 0.25% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 47.15 K | $132.49 K | 3.85% | 0.24% |
| BAILARD, INC. | 10/30/2025 | 45.08 K | $126.66 K | 0.00% | 0.23% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 38.07 K | $106.98 K | -5.70% | 0.19% |
| JAMES INVESTMENT RESEARCH INC | 10/31/2025 | 32.50 K | $91.33 K | 71.05% | 0.16% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 32.50 K | $91.33 K | 71.05% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2025 | 29.00 K | $81.49 K | -51.42% | 0.15% |
| NORTHERN TRUST CORP | 11/14/2025 | 27.15 K | $76.29 K | 0.00% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 26.50 K | $74.47 K | 11.81% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 23.88 K | $67.09 K | 1.85% | 0.12% |
| CITADEL ADVISORS LLC | 11/14/2025 | 16.80 K | $47.21 K | -62.91% | 0.08% |
| XTX TOPCO LTD | 11/14/2025 | 16.19 K | $45.50 K | -59.52% | 0.08% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 15.40 K | $44.04 K | 10.79% | 0.08% |
| GERBER, LLC | 10/28/2025 | 13.40 K | $37.65 K | 100.00% | 0.07% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 12.53 K | $35.00 K | -20.81% | 0.06% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 11.81 K | $33.19 K | 115.15% | 0.06% |
| JANE STREET GROUP, LLC | 11/14/2025 | 10.70 K | $30.07 K | 100.00% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 10.00 K | $28.00 K | 0.00% | 0.05% |
| TRUVESTMENTS CAPITAL LLC | 11/14/2025 | 6.32 K | $17.76 K | -65.88% | 0.03% |
| UBS GROUP AG | 11/13/2025 | 5.23 K | $14.69 K | -82.21% | 0.03% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 4.83 K | $13.56 K | 0.04% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.43 K | $4.09 K | 0.00% | 0.01% |
| MORGAN STANLEY | 11/14/2025 | 1.00 K | $2.81 K | 0.00% | 0.01% |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 10/27/2025 | 1.00 K | $2.81 K | 0.00% | 0.01% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 100 | $281 | -80.62% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 39 | $110 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 12 | $34 | -91.24% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
SurgePays, Inc. institutional Ownership - FAQ's
During the previous two years, 38 institutional investors and hedge funds held shares of SurgePays, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 656,900
Cable Car Capital LLC: 181,667
GEODE CAPITAL MANAGEMENT, LLC: 163,541
CIBC Private Wealth Group, LLC: 75,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 68,533
BlackRock, Inc.: 65,289
9.13% of SurgePays, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.24 M shares in the last 24 months. This purchase volume represents approximately $6.08 M in transactions.