SURF AIR MOBILITY INC. - SRFM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 2,786,193 | 5,405 | 0.0% | 0.0% | 1 | +899,764 | 47.7% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 552,374 | 1,072 | 0.0% | 0.0% | 2 | +281,045 | 103.58% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 415,847 | 806 | 0.0% | 0.0% | 3 | +130,396 | 45.68% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 387,831 | 752 | 0.0% | 0.0% | 4 | +2,500 | 0.65% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 325,609 | 631 | 0.0% | 0.0% | 5 | -121,651 | -27.2% | Q4 2025 | Jan 29, 2026 |
| Rathbones Group PLC | History | Added to | 322,326 | 625 | 0.0% | 0.0% | 6 | +155,567 | 93.29% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 288,159 | 559 | 0.0% | — | 7 | +288,159 | New | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 281,548 | 546 | 0.0% | 0.0% | 8 | +58,983 | 26.5% | Q4 2025 | Feb 11, 2026 |
| 683 Capital Management, LLC | History | New | 202,971 | 393 | 0.02% | — | 9 | +202,971 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 201,755 | 391 | 0.0% | 0.0% | 10 | -750,737 | -78.82% | Q4 2025 | Feb 18, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 187,800 | 364 | 0.0% | — | 11 | +187,800 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 168,765 | 327 | 0.0% | — | 12 | +168,765 | New | Q4 2025 | Feb 17, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 159,000 | 308 | 0.07% | — | 13 | +159,000 | New | Q4 2025 | Mar 23, 2026 |
| Centiva Capital, LP | History | New | 143,838 | 279 | 0.0% | — | 14 | +143,838 | New | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | No change | 126,401 | 245 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| United Bank | History | New | 125,000 | 242 | 0.08% | — | 16 | +125,000 | New | Q4 2025 | Feb 05, 2026 |
| Aristides Capital LLC | History | New | 100,600 | 195 | 0.03% | — | 17 | +100,600 | New | Q4 2025 | Feb 26, 2026 |
| NORTHERN TRUST CORP | History | Added to | 90,994 | 176 | 0.0% | 0.0% | 18 | +30,766 | 51.08% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | Added to | 90,015 | 174 | 0.0% | 0.0% | 19 | +16,593 | 22.6% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 65,218 | 126 | 0.0% | — | 20 | +65,218 | New | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 58,750 | 113 | 0.01% | — | 21 | +58,750 | New | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 53,389 | 103 | 0.0% | 0.0% | 22 | +144 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 50,720 | 98 | 0.0% | 0.0% | 23 | +34,692 | 216.45% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 49,437 | 95 | 0.0% | 0.0% | 24 | +42,059 | 570.06% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 46,233 | 89 | 0.0% | 0.0% | 25 | +31,278 | 209.15% | Q4 2025 | Feb 13, 2026 |
| DnB Asset Management AS | History | Added to | 44,251 | 85 | 0.0% | 0.0% | 26 | +25,775 | 139.51% | Q4 2025 | Feb 05, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 40,000 | 77 | 0.02% | 0.03% | 27 | +15,000 | 60.0% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 38,302 | 74 | 0.0% | 0.0% | 28 | +25,448 | 197.98% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 38,446 | 74 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 38,099 | 73 | 0.0% | 0.0% | 30 | -450,173 | -92.2% | Q4 2025 | Feb 17, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Reduced | 29,550 | 57 | 0.02% | 0.14% | 31 | -126,860 | -81.11% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 22,900 | 45 | 0.0% | — | 32 | +22,900 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 18,959 | 36 | 0.0% | 0.0% | 33 | -39,980 | -67.83% | Q4 2025 | Mar 25, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 16,090 | 31 | 0.01% | — | 35 | +16,090 | New | Q4 2025 | Mar 03, 2026 |
| Cetera Investment Advisers | History | Added to | 16,208 | 31 | 0.0% | 0.0% | 34 | +1,747 | 12.08% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,474 | 28 | 0.0% | 0.0% | 36 | +2,924 | 25.32% | Q4 2025 | Feb 05, 2026 |
| Scientech Research LLC | History | New | 12,812 | 24 | 0.02% | — | 37 | +12,812 | New | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 10,450 | 20 | 0.0% | 0.0% | 38 | -550 | -5.0% | Q4 2025 | Feb 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 10,177 | 19 | 0.0% | — | 41 | +10,177 | New | Q4 2025 | Feb 13, 2026 |
| EWA, LLC | History | New | 10,006 | 19 | 0.0% | — | 42 | +10,006 | New | Q4 2025 | Feb 03, 2026 |
| Leonteq Securities AG | History | New | 10,000 | 19 | 0.0% | — | 40 | +10,000 | New | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,000 | 19 | 0.0% | 0.0% | 39 | -1,185 | -10.59% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,600 | 12 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,892 | 11 | 0.0% | 0.0% | 44 | +3,408 | 137.2% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,000 | 9 | 0.0% | 0.0% | 45 | +1,321 | 35.91% | Q4 2025 | Feb 12, 2026 |
| FNY Investment Advisers, LLC | History | New | 2,500 | 4 | 0.0% | — | 47 | +2,500 | New | Q4 2025 | Jan 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 2,413 | 4 | 0.0% | — | 46 | +2,413 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,832 | 3 | 0.0% | 0.0% | 48 | -8,329 | -81.97% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | No change | 2,000 | 3 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 675 | 1 | 0.0% | 0.0% | 54 | -3,280 | -82.93% | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,000 | 1 | 0.0% | — | 51 | +1,000 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 781 | 1 | 0.0% | — | 52 | +781 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,000 | 1 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | No change | 915 | 1 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -720,211 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -244,983 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,018 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,960 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,765 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SHERMAN PORFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -29,219 | -100.0% | Q3 2025 | Dec 22, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -17,440 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14,352 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,242 | -100.0% | Q3 2025 | Nov 13, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,886 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CIBC Private Wealth Group LLC | History | New | 500 | 0 | — | — | — | +500 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -457 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Atlantic Union Bankshares Corp | History | Added to | 400 | 0 | — | — | — | +300 | 300.0% | Q4 2025 | Feb 04, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IFC & Insurance Marketing, Inc. | History | New | 200 | 0 | — | — | — | +200 | New | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 144 | 0 | — | — | — | +144 | New | Q4 2025 | Feb 10, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -110 | -100.0% | Q3 2025 | Oct 17, 2025 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | New | 73 | 0 | — | — | — | +73 | New | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | New | 52 | 0 | — | — | — | +52 | New | Q4 2025 | Jan 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Feb 18, 2026 |
| Roble, Belko & Company, Inc | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 93 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |