SURF AIR MOBILITY INC. - SRFM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 2,786,193 | 5,405 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hudson Bay Capital Management LP | History | New | 3,510,638 | 4,037 | 0.01% | — | 2 | +3,510,638 | New | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,490,382 | 2,863 | 0.0% | — | 3 | +2,490,382 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,022,708 | 1,176 | 0.0% | 0.0% | 4 | +697,099 | 214.09% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 596,821 | 686 | 0.0% | 0.0% | 5 | +180,974 | 43.52% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 562,103 | 646 | 0.0% | 0.0% | 6 | +9,729 | 1.76% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 441,959 | 508 | 0.0% | — | 7 | +441,959 | New | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | New | 326,831 | 375 | 0.07% | — | 8 | +326,831 | New | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 325,532 | 374 | 0.0% | 0.0% | 9 | +43,984 | 15.62% | Q1 2026 | May 06, 2026 |
| Rathbones Group PLC | History | No change | 322,326 | 370 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 301,938 | 347 | 0.0% | — | 11 | +301,938 | New | Q1 2026 | May 08, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 293,000 | 336 | 0.08% | 0.07% | 12 | +134,000 | 84.28% | Q1 2026 | May 21, 2026 |
| STATE STREET CORP | History | Added to | 274,201 | 315 | 0.0% | 0.0% | 13 | +147,800 | 116.93% | Q1 2026 | May 15, 2026 |
| 683 Capital Management, LLC | History | No change | 202,971 | 233 | 0.01% | 0.02% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 134,672 | 154 | 0.0% | 0.0% | 15 | +115,713 | 610.33% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Added to | 125,322 | 144 | 0.0% | 0.0% | 16 | +35,307 | 39.22% | Q1 2026 | May 15, 2026 |
| United Bank | History | No change | 125,000 | 143 | 0.05% | 0.08% | 17 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | No change | 90,994 | 104 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 88,672 | 101 | 0.0% | 0.0% | 19 | -299,159 | -77.14% | Q1 2026 | May 14, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 78,600 | 90 | 0.0% | 0.0% | 20 | -109,200 | -58.15% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 74,146 | 85 | 0.0% | 0.0% | 21 | +35,700 | 92.86% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 68,318 | 78 | 0.0% | 0.0% | 22 | +30,016 | 78.37% | Q1 2026 | Apr 27, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | New | 53,278 | 61 | 0.02% | — | 23 | +53,278 | New | Q1 2026 | Apr 09, 2026 |
| Centiva Capital, LP | History | Reduced | 51,490 | 59 | 0.0% | 0.0% | 24 | -92,348 | -64.2% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 51,137 | 58 | 0.0% | 0.0% | 25 | -150,618 | -74.65% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 50,494 | 58 | 0.0% | — | 26 | +50,494 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 44,241 | 50 | 0.0% | — | 28 | +44,241 | New | Q1 2026 | May 13, 2026 |
| DnB Asset Management AS | History | No change | 44,251 | 50 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 41,982 | 48 | 0.0% | — | 29 | +41,982 | New | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 40,419 | 46 | 0.0% | 0.0% | 30 | -5,814 | -12.58% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 38,821 | 44 | 0.0% | 0.0% | 32 | -14,568 | -27.29% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 38,966 | 44 | 0.0% | 0.0% | 31 | -11,754 | -23.17% | Q1 2026 | May 15, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 30,339 | 34 | 0.0% | — | 33 | +30,339 | New | Q1 2026 | May 13, 2026 |
| T3 Companies, LLC | History | New | 27,955 | 32 | 0.04% | — | 34 | +27,955 | New | Q1 2026 | May 07, 2026 |
| Vanguard Global Advisers, LLC | History | New | 23,622 | 27 | 0.0% | — | 36 | +23,622 | New | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 22,900 | 27 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | New | 22,721 | 26 | 0.0% | — | 37 | +22,721 | New | Q1 2026 | May 05, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Reduced | 22,500 | 25 | 0.01% | 0.02% | 38 | -17,500 | -43.75% | Q1 2026 | Apr 17, 2026 |
| James J. Burns & Company, LLC | History | New | 20,000 | 23 | 0.0% | — | 39 | +20,000 | New | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,490 | 17 | 0.0% | 0.0% | 40 | +16 | 0.11% | Q1 2026 | Apr 30, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 12,900 | 14 | 0.0% | — | 41 | +12,900 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,008 | 12 | 0.0% | 0.0% | 42 | -5,200 | -32.08% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,138 | 12 | 0.0% | 0.0% | 43 | +961 | 9.44% | Q1 2026 | May 14, 2026 |
| Cloud Capital Management, LLC | History | New | 10,000 | 11 | 0.0% | — | 47 | +10,000 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,892 | 11 | 0.0% | 0.0% | 45 | +5,000 | 84.86% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,215 | 11 | 0.0% | 0.0% | 44 | +215 | 2.15% | Q1 2026 | May 11, 2026 |
| Leonteq Securities AG | History | No change | 10,000 | 11 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Reduced | 9,031 | 10 | 0.0% | 0.0% | 48 | -40,406 | -81.73% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 6,937 | 7 | 0.0% | 0.0% | 49 | +6,262 | 927.7% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,000 | 5 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 3,000 | 3 | 0.0% | — | 51 | +3,000 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | New | 2,501 | 2 | 0.0% | — | 52 | +2,501 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,220 | 1 | 0.0% | — | 55 | +1,220 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | New | 1,000 | 1 | 0.0% | — | 56 | +1,000 | New | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,000 | 1 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -288,159 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -168,765 | -100.0% | Q1 2026 | May 15, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -100,600 | -100.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65,218 | -100.0% | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -58,750 | -100.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,099 | -100.0% | Q1 2026 | May 15, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -29,550 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -16,090 | -100.0% | Q1 2026 | May 11, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,812 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,450 | -100.0% | Q1 2026 | May 07, 2026 |
| EWA, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,006 | -100.0% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,600 | -100.0% | Q1 2026 | May 13, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,413 | -100.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,832 | -100.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 85 | 0 | — | 0.0% | — | -830 | -90.71% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | New | 634 | 0 | — | — | — | +634 | New | Q1 2026 | Apr 02, 2026 |
| Hickory Point Bank & Trust | History | New | 600 | 0 | — | — | — | +600 | New | Q1 2026 | Apr 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 470 | 0 | — | — | — | +326 | 226.39% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | — | — | -200 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 13, 2026 |
| Coston, McIsaac & Partners | History | New | 60 | 0 | — | — | — | +60 | New | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Quantbot Technologies LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 400 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | No change | 781 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Bogart Wealth, LLC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 93 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |