Tamarly Intelligence

Who Holds Surf Air Mobility Inc. (SRFM)? 63 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 63 holders, $22 million in total.

Largest holders

The 63 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
CITADEL ADVISORS LLC7,380,092$9 millionNew13F
VANGUARD CAPITAL MANAGEMENT LLC4,440,661$5 million+78%13F
GEODE CAPITAL MANAGEMENT, LLC981,575$1 million+75%13F
BlackRock, Inc.745,474$864,751+25%13F
UBS Group AG642,364$745,142-37%13F
VANGUARD FIDUCIARY TRUST CO523,747$607,547+73%13F
STATE STREET CORP513,701$595,893+87%13F
CITIGROUP INC459,568$533,099New13F
Balefire, LLC324,331$376,224-1%13F
Rathbones Group PLC319,826$370,998-1%13F
LPL Financial LLC304,889$353,671-6%13F
XTX Topco Ltd285,357$331,014New13F
NORTHERN TRUST CORP198,997$230,837+119%13F
DNB Asset Management AS161,608$187,465+265%13F
GOLDMAN SACHS GROUP INC141,417$164,044+5%13F
United Bank125,000$145,000+0%13F
J. Derek Lewis & Associates Inc.121,000$140,360-59%13F
Centiva Capital, LP117,999$136,879+129%13F
TWO SIGMA SECURITIES, LLC116,461$135,095New13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC114,146$132,409+54%13F
Engineers Gate Manager LP96,389$111,811+147%13F
Focus Partners Wealth88,500$102,6600%13F
COMMONWEALTH EQUITY SERVICES, LLC65,900$76,440-4%13F
OSAIC HOLDINGS, INC.49,457$57,363+27%13F
RAYMOND JAMES FINANCIAL INC46,667$54,134-9%13F
Squarepoint Ops LLC45,710$53,024New13F
True Freedom Investing, LLC30,339$34,890+0%13F
MORGAN STANLEY25,029$29,034+177%13F
Perennial Investment Advisors, LLC24,222$28,098New13F
Vanguard Global Advisers, LLC23,622$27,402+0%13F
Vanguard Personalized Indexing Management, LLC20,105$23,322+81%13F
JONES FINANCIAL COMPANIES LLLP21,851$19,688+101%13F
KESTRA PRIVATE WEALTH SERVICES, LLC15,601$18,097New13F
SYMMETRY PEAK MANAGEMENT LLC15,000$17,400New13F
Cetera Investment Advisers13,617$15,796+24%13F
Kestra Advisory Services, LLC11,522$13,366New13F
BARCLAYS PLC10,557$12,246-74%13F
Mariner, LLC10,534$12,220-76%13F
Sowell Financial Services LLC10,340$11,994New13F
WELLS FARGO & COMPANY/MN10,185$11,8150%13F
Leonteq Securities AG10,000$11,600+0%13F
Tower Research Capital LLC (TRC)7,479$8,676-85%13F
SBI Securities Co., Ltd.7,299$8,467+5%13F
Steward Partners Investment Advisory, LLC3,200$3,712-36%13F
ROYAL BANK OF CANADA1,578$2,000+29%13F
IFP Advisors, Inc1,559$1,808New13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,144$1,327+143%13F
SIGNATUREFD, LLC1,000$1,160+0%13F
Arax Advisory Partners1,000$1,160New13F
Allworth Financial LP781$906+0%13F
Integrated Wealth Concepts LLC638$740New13F
Hickory Point Bank & Trust600$696+0%13F
Grove Bank & Trust500$580New13F
HRT FINANCIAL LP392,233$454New13F
LANARK FINANCIAL, INC.200$232+0%13F
BESSEMER GROUP INC125,000$145New13F
Federation des caisses Desjardins du Quebec100$116+0%13F
Rockefeller Capital Management L.P.93$108+0%13F
Larson Financial Group LLC85$99+0%13F
Caitong International Asset Management Co., Ltd66$77New13F
FMR LLC50$58-98%13F
FNY Investment Advisers, LLC400$0New13F
Roble, Belko & Company, Inc10$0+0%13F

Questions and answers

How many institutions hold Surf Air Mobility Inc.?
63 managers reported Surf Air Mobility Inc. on Form 13F for the quarter ended 30 June 2026, against 62 the quarter before.
Who is the largest institutional holder of Surf Air Mobility Inc.?
CITADEL ADVISORS LLC, with 7,380,092 shares worth $9 million on its 13F for Q2 2026.
How many institutions bought or sold out of Surf Air Mobility Inc. in Q2 2026?
18 managers reported a new position and 17 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Surf Air Mobility Inc., Q2 2026", https://app.tamarly.ai/holders/surf-air-mobility, built from SEC EDGAR.

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