SRFM · Surf Air Mobility Inc.

$0.72 -0.01 (-1.01%) At close · Aug 28

Market Cap

$69.98M

100.40M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 66

Total Value: $22,295,609

Total Shares: 19,220,375

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 66 13F filers · Δ vs Mar 31, 2026

Top Holder

38.4%

+9.6 pts

Top 5

73.8%

+6.8 pts

Top 10

85.3%

+4.2 pts

HHI

2,101

Moderately concentrated+681

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: +58.8%

Shares held: +57.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	+1,950,279	4,440,661
Mega GEODE CAPITAL MANAGEMENT, LLC	+419,472	981,575
Mega STATE STREET CORP	+239,500	513,701
Mega VANGUARD FIDUCIARY TRUST CO	+221,809	523,747
Mega BlackRock, Inc.	+148,653	745,474

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega UBS Group AG	−380,344	642,364
Small J. Derek Lewis & Associates Inc.	−172,000	121,000
Mid Tower Research Capital LLC (TRC)	−43,015	7,479
Large Mariner, LLC	−33,707	10,534
Mega BARCLAYS PLC	−29,862	10,557

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	7,380,092	$8,560,906
Mega CITIGROUP INC	459,568	$533,098
Large HRT FINANCIAL LP	392,233	$454,990
Mid XTX Topco Ltd	285,357	$331,014
Large BESSEMER GROUP INC	125,000	$145,000

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Hudson Bay Capital Management LP	3,510,638	$4,037,233
Large MARSHALL WACE, LLP	441,959	$508,252
Mid 683 Capital Management, LLC	202,971	$233,416
Large Quadrature Capital Ltd	125,322	$144,120
Large OMERS ADMINISTRATION Corp	78,600	$90,390

Filter: New 19 Increased 19 Reduced 14 Sold out 22 Unchanged 14

Showing 66 of 66

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

CITADEL ADVISORS LLC

$8,560,906

38.40%

7,380,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	558,952	$648,384	7.6%	Defined
Held directly	6,821,140	$7,912,522	92.4%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$5,151,166

23.10%

4,440,661

GEODE CAPITAL MANAGEMENT, LLC

$1,138,626

5.11%

981,575

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	242,824	$281,675	24.7%	Defined
Held directly	738,751	$856,951	75.3%	Defined

BlackRock, Inc.

$864,748

3.88%

745,474

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	18,104	$21,000	2.4%	Sole
BlackRock Fund Advisors	268,829	$311,841	36.1%	Sole
BlackRock Institutional Trust Company, N.A.	458,541	$531,907	61.5%	Sole

UBS Group AG

$745,142

3.34%

642,364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	234,739	$272,297	36.5%	Defined
UBS Switzerland AG	372,625	$432,245	58.0%	Defined
UBS Securities LLC	35,000	$40,600	5.4%	Defined

VANGUARD FIDUCIARY TRUST CO

$607,546

2.72%

523,747

STATE STREET CORP

$595,893

2.67%

513,701

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	513,701	$595,893	100.0%	Defined

CITIGROUP INC

$533,098

2.39%

459,568

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	459,568	$533,098	100.0%	Defined

HRT FINANCIAL LP

$454,990

2.04%

392,233

Balefire, LLC

$376,223

1.69%

324,331

Rathbones Group PLC

$370,998

1.66%

319,826

LPL Financial LLC

$353,671

1.59%

304,889

XTX Topco Ltd

$331,014

1.48%

285,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	285,357	$331,014	100.0%	Defined

NORTHERN TRUST CORP

$230,836

1.04%

198,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	198,997	$230,836	100.0%	Defined

DNB Asset Management AS

$187,465

0.84%

161,608

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DNB FUND	161,608	$187,465	100.0%	Other

GOLDMAN SACHS GROUP INC

$164,043

0.74%

141,417

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	141,417	$164,043	100.0%	Defined

BESSEMER GROUP INC

$145,000

0.65%

125,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bessemer Trust CO of Delaware, N.A.	125,000	$145,000	100.0%	Defined

United Bank

$145,000

0.65%

125,000

J. Derek Lewis & Associates Inc.

$140,360

0.63%

121,000

Centiva Capital, LP

$136,878

0.61%

117,999

TWO SIGMA SECURITIES, LLC

$135,094

0.61%

116,461

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$132,409

0.59%

114,146

Engineers Gate Manager LP

$111,811

0.50%

96,389

Focus Partners Wealth

$102,660

0.46%

88,500

COMMONWEALTH EQUITY SERVICES, LLC

$76,444

0.34%

65,900

OSAIC HOLDINGS, INC.

$57,370

0.26%

49,457

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	19,457	$22,570	39.3%	Defined
Osaic Advisory Services, LLC	30,000	$34,800	60.7%	Defined

RAYMOND JAMES FINANCIAL INC

$54,132

0.24%

46,667

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	11,268	$13,070	24.1%	Defined
Raymond James Financial Services Advisors, Inc.	35,399	$41,062	75.9%	Defined

Squarepoint Ops LLC

$53,023

0.24%

45,710

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	45,710	$53,023	100.0%	Defined

SHERMAN PORFOLIOS, LLC

$35,193

0.16%

30,339

MORGAN STANLEY

$29,033

0.13%

25,029

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	20,900	$24,244	83.5%	Defined
MORGAN STANLEY SMITH BARNEY LLC	4,129	$4,789	16.5%	Defined

Perennial Investment Advisors, LLC

$28,097

0.13%

24,222

Vanguard Global Advisers, LLC

$27,401

0.12%

23,622

JONES FINANCIAL COMPANIES LLLP

$25,347

0.11%

21,851

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	21,851	$25,347	100.0%	Sole

Vanguard Personalized Indexing Management, LLC

$23,321

0.10%

20,105

KESTRA PRIVATE WEALTH SERVICES, LLC

$18,097

0.08%

15,601

SYMMETRY PEAK MANAGEMENT LLC

$17,400

0.08%

15,000

Cetera Investment Advisers

$15,795

0.07%

13,617

Kestra Advisory Services, LLC

$13,365

0.06%

11,522

BARCLAYS PLC

$12,246

0.05%

10,557

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	10,557	$12,246	100.0%	Defined

Mariner, LLC

$12,219

0.05%

10,534

Sowell Financial Services LLC

$11,994

0.05%

10,340

WELLS FARGO & COMPANY/MN

$11,814

0.05%

10,185

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	10,185	$11,814	100.0%	Defined

Cloud Capital Management, LLC

$11,600

0.05%

10,000

Leonteq Securities AG

$11,600

0.05%

10,000

Tower Research Capital LLC (TRC)

$8,675

0.04%

7,479

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	7,479	$8,675	100.0%	Defined

SBI Securities Co., Ltd.

$8,466

0.04%

7,299

Steward Partners Investment Advisory, LLC

$3,712

0.02%

3,200

ROYAL BANK OF CANADA

$1,830

0.01%

1,578

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	1,578	$1,830	100.0%	Defined

IFP Advisors, Inc

$1,808

0.01%

1,559

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$1,327

0.01%

1,144

RMG Wealth Management LLC

$1,160

0.01%

1,000

HARBOUR INVESTMENTS, INC.

$1,160

0.01%

1,000

Arax Advisory Partners

$1,160

0.01%

1,000

SIGNATUREFD, LLC

$1,160

0.01%

1,000

Allworth Financial LP

$905

0.00%

781

Integrated Wealth Concepts LLC

$740

0.00%

638

Hickory Point Bank & Trust

$696

0.00%

600

Grove Bank & Trust

$580

0.00%

500

FNY Investment Advisers, LLC

$464

0.00%

400

NBC SECURITIES, INC.

$232

0.00%

200

Federation des caisses Desjardins du Quebec

$116

0.00%

100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	100	$116	100.0%	Defined

Rockefeller Capital Management L.P.

$107

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	93	$107	100.0%	Defined

Larson Financial Group LLC

$98

0.00%

Caitong International Asset Management Co., Ltd

$76

0.00%

FMR LLC

$58

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	50	$58	100.0%	Defined

Roble, Belko & Company, Inc

$11

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	441,959	$508,252	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
683 Capital Partners, LP	202,971	$233,416	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	125,322	$144,120	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	41,982	$48,279	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T3 TRADING GROUP, LLC	27,955	$32,148	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	22,900	$26,335	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
The Bank of New York Mellon	7,720	$8,878	34.0%	Defined
BNY Mellon, NA	15,000	$17,250	66.0%	Defined
Held directly	1	$1	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSB Wealth Management, Inc.	400	$460	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1 joint	1	$1	100.0%	Sole

Key facts CIK 1936224 CUSIP 868927203 13F (30d) 50 filings 50 filers Visit website Investor relations