Institutional Ownership
Surgepays Inc
CUSIP 86882L204COM NEWSURGQ1 2026
Institutional Holders
30
13F filers
Shares Held
1.55M
Aggregate institutional
Institutional Value
$1.18M
Q1 2026
Net New Holders
+2
6 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased8
Decreased3
Sold out4
Institutional Holders
30 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Gaddis Premier Wealth Advisors LLC | 438.3K | $329.2K | +60.4K | Added |
| 2 | Geode Capital Management, LLC | 224.0K | $168.2K | +59.0K | Added |
| 3 | Cable Car Capital, LP | 181.7K | $136.4K | 0 | Held |
| 4 | Millennium Capital Advisors, LLC | 85.0K | $63.8K | 0 | Held |
| 5 | Ubs Group AG | 74.8K | $56.2K | +52.1K | Added |
| 6 | Blackrock, Inc. | 70.3K | $52.8K | +10.1K | Added |
| 7 | Cetera Investment Advisers | 66.0K | $49.6K | +20.0K | Added |
| 8 | Cibc Bancorp USA Inc. | 65.0K | $48.8K | +65.0K | New |
| 9 | State Street Corp | 61.8K | $46.4K | 0 | Held |
| 10 | Northern Trust Corp | 52.7K | $39.5K | 0 | Held |
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