SURF AIR MOBILITY INC (SRFM)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| HRT FINANCIAL LP | $454.0K | 392,233 | 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 | -50.4%-$376.8K |
| 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 |
| BESSEMER GROUP INC | $145.0K | 125,000 | 0.00% | new | NEW |
| 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 |
| Parrish Capital LLC | $26.7K | 23,050 | 0.03% | new | NEW |
| 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 | HELD |
| Leonteq Securities AG | $11.6K | 10,000 | 0.00% | 3q | HELD |
| Cloud Capital Management, LLC | $11.0K | 10,000 | 0.00% | 2q | 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% |
| 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 | +29.3% |
| 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 |
| 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 |
| LANARK FINANCIAL, INC. | $232 | 200 | 0.00% | 4q | HELD |
| 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 |
| Roble, Belko & Company, Inc | $0 | 10 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $0 | 400 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-28 | 2026-09-28 | Directors or officers departed or appointed | filing |
| 2026-08-11 | 2026-08-10 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-08 | Reeves Oliver | Chief Financial Officer | Sold | 76,569 | $100.6K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $483.9K | 403,242 | 2 | 2 | 2 | 0.0% |
| Q2 2026 | 70 | $22.3M | 19,245,092 | 21 | 19 | 12 | 0.0% |
| Q1 2026 | 67 | $14.4M | 12,529,445 | 22 | 15 | 11 | 0.0% |
| Q4 2025 | 65 | $15.5M | 8,008,045 | 24 | 19 | 10 | 0.0% |
| Q3 2025 | 57 | $30.3M | 7,059,884 | 31 | 19 | 4 | 0.0% |
| Q2 2025 | 31 | $9.7M | 2,638,977 | 14 | 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 | 1,361,025 | 16 | 0 | 1 | 0.0% |
| Q2 2024 | 30 | $4.0M | 10,310,639 | 11 | 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 | 24 | $15.9M | 9,822,171 | 24 | 0 | 0 | 0.0% |