Surgepays Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 567.36 K | $426.09 K | 100.00% | 2.39% |
| 05/05/2026 | 438.29 K | $329.15 K | 15.97% | 1.85% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 224.00 K | $168.24 K | 35.72% | 0.95% |
| CABLE CAR CAPITAL LLC | 05/15/2026 | 181.67 K | $136.43 K | 0.00% | 0.77% |
| 05/12/2026 | 85.00 K | $63.84 K | 0.00% | 0.36% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 83.24 K | $62.51 K | 100.00% | 0.35% |
| UBS GROUP AG | 05/05/2026 | 74.80 K | $56.18 K | 229.21% | 0.32% |
| BLACKROCK, INC. | 05/13/2026 | 70.25 K | $52.76 K | 16.75% | 0.30% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 66.00 K | $49.57 K | 43.48% | 0.28% |
| 05/12/2026 | 65.00 K | $48.82 K | 100.00% | 0.27% | |
| STATE STREET CORP | 05/15/2026 | 61.80 K | $46.41 K | 0.00% | 0.26% |
| NORTHERN TRUST CORP | 05/14/2026 | 52.66 K | $39.55 K | 0.00% | 0.22% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 49.90 K | $37.48 K | 3.96% | 0.21% |
| JAMES INVESTMENT RESEARCH INC | 04/24/2026 | 32.50 K | $24.41 K | 0.00% | 0.14% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 32.50 K | $24.41 K | 0.00% | 0.14% |
| BAILARD, INC. | 05/11/2026 | 27.98 K | $21.01 K | 0.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 20.70 K | $15.55 K | 2.80% | 0.09% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 19.80 K | $14.87 K | 100.00% | 0.08% |
| GERBER, LLC | 04/22/2026 | 13.40 K | $10.06 K | 0.00% | 0.06% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 12.87 K | $21.49 K | 0.00% | 0.05% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 5.82 K | $4.37 K | 20.73% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 4.11 K | $3.08 K | 100.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 3.58 K | $2.69 K | 100.00% | 0.02% |
| TRUVESTMENTS CAPITAL LLC | 05/13/2026 | 3.28 K | $2.46 K | -44.37% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 2.78 K | $2.06 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.43 K | $1.07 K | 0.00% | 0.01% |
| MORGAN STANLEY | 05/15/2026 | 1.00 K | $751 | 0.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 1.00 K | $751 | 100.00% | 0.00% |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 05/14/2026 | 1.00 K | $751 | 0.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 393 | $295 | -67.57% | 0.00% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 109 | $81 | -86.58% | 0.00% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 05/06/2026 | 15 | $12 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 1 | $1 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Surgepays Inc institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of Surgepays Inc. The most heavily invested institutionals were:
Caitong International Asset Management Co., Ltd: 0
GERBER, LLC: 0
Financial Network Wealth Advisors LLC: 0
GEODE CAPITAL MANAGEMENT, LLC: 223,997
Cable Car Capital LLC: 181,667
VANGUARD FIDUCIARY TRUST CO: 83,235
9.30% of Surgepays Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.23 M shares in the last 24 months. This purchase volume represents approximately $1.76 M in transactions.