SRFM Institutional Ownership & Shareholders

SURF AIR MOBILITY INC (SRFM) is currently held by 60 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Citadel Advisors Llc is currently the largest disclosed institutional shareholder of SRFM tracked by InsiderSet, reporting ownership valued at approximately $8.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.74M, representing an estimated loss of -21.33% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed SRFM value among the investors covered in this analysis. Major shareholders include Citadel Advisors Llc, Vanguard Capital Management Llc, Geode Capital Management, Llc, and several other long-term asset managers with concentrated positions in SURF AIR MOBILITY INC (SRFM).

This page ranks the largest institutional SRFM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

60

Total Reported Value

$22.30M

Largest Holder

Citadel Advisors Llc

Largest Position

$8.56M

Insider Transactions (90d)

1

Latest Filing Quarter

Q2 2026

New Institutional Positions

97

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Citadel Advisors Llc0.00%7,380,092$8,560,906$6,735,072-$1,825,834-21.33%
Vanguard Capital Management Llc0.00%4,440,661$5,151,167$4,052,547-$1,098,620-21.33%
Geode Capital Management, Llc0.00%981,575$1,138,924$895,785-$243,139-21.35%
Blackrock, Inc.0.00%745,474$864,751$680,320-$184,431-21.33%
Ubs Group Ag0.00%642,364$745,142$586,221-$158,921-21.33%
Vanguard Fiduciary Trust Co0.00%523,747$607,547$477,972-$129,575-21.33%
State Street Corp0.00%513,701$595,893$468,804-$127,089-21.33%
Citigroup Inc0.00%459,568$533,099$419,402-$113,697-21.33%
Hrt Financial Lp0.00%392,233$454,000$357,952-$96,048-21.16%
Balefire, Llc0.06%324,331$389,197$295,984-$93,213-23.95%
Rathbones Group Plc0.00%319,826$370,998$291,873-$79,125-21.33%
Lpl Financial Llc0.00%304,889$353,671$278,242-$75,429-21.33%
Xtx Topco Ltd0.00%285,357$331,014$260,417-$70,597-21.33%
Northern Trust Corp0.00%198,997$230,837$181,605-$49,232-21.33%
Dnb Asset Management As0.00%161,608$187,465$147,483-$39,982-21.33%
Goldman Sachs Group Inc0.00%141,417$164,044$129,057-$34,987-21.33%
Bessemer Group Inc0.00%125,000$145,000$114,075-$30,925-21.33%
United Bank0.04%125,000$145,000$114,075-$30,925-21.33%
J. Derek Lewis & Associates Inc.0.03%121,000$140,360$110,425-$29,935-21.33%
Centiva Capital, Lp0.00%117,999$136,879$107,686-$29,193-21.33%
Two Sigma Securities, Llc0.01%116,461$135,095$106,282-$28,813-21.33%
Bridgeway Capital Management, Llc0.00%114,146$132,409$104,170-$28,239-21.33%
Engineers Gate Manager Lp0.00%96,389$111,811$87,965-$23,846-21.33%
Focus Partners Wealth0.00%88,500$102,660$80,765-$21,895-21.33%
Commonwealth Equity Services, Llc0.00%65,900$76,440$60,140-$16,300-21.32%
Osaic Holdings, Inc.0.00%49,457$57,363$45,134-$12,229-21.32%
Raymond James Financial Inc0.00%46,667$54,134$42,588-$11,546-21.33%
Squarepoint Ops Llc0.00%45,710$53,024$41,715-$11,309-21.33%
Sherman Porfolios, Llc0.00%30,339$34,890$27,687-$7,203-20.64%
Morgan Stanley0.00%25,029$29,034$22,841-$6,193-21.33%
Perennial Investment Advisors, Llc0.00%24,222$28,098$22,105-$5,993-21.33%
Vanguard Global Advisers, Llc0.00%23,622$27,402$21,557-$5,845-21.33%
Parrish Capital Llc0.03%22,800$27,360$20,807-$6,553-23.95%
Vanguard Personalized Indexing Management, Llc0.00%20,105$23,322$18,348-$4,974-21.33%
Jones Financial Companies Lllp0.00%21,851$19,688$19,941+$253+1.29%
Kestra Private Wealth Services, Llc0.00%15,601$18,097$14,237-$3,860-21.33%
Symmetry Peak Management Llc0.38%15,000$17,400$13,689-$3,711-21.33%
Cetera Investment Advisers0.00%13,617$15,796$12,427-$3,369-21.33%
Kestra Advisory Services, Llc0.00%11,522$13,366$10,515-$2,851-21.33%
Barclays Plc0.00%10,557$12,246$9,634-$2,612-21.33%
Mariner, Llc0.00%10,534$12,220$9,613-$2,607-21.33%
Sowell Financial Services Llc0.00%10,340$11,994$9,436-$2,558-21.32%
Wells Fargo & Company/Mn0.00%10,185$11,815$9,295-$2,520-21.33%
Leonteq Securities Ag0.00%10,000$11,600$9,126-$2,474-21.33%
Tower Research Capital Llc (Trc)0.00%7,479$8,676$6,825-$1,851-21.33%
Sbi Securities Co., Ltd.0.00%7,299$8,467$6,661-$1,806-21.33%
Gk Wealth Management Llc0.00%4,032$4,838$3,680-$1,158-23.94%
Steward Partners Investment Advisory, Llc0.00%3,200$3,712$2,920-$792-21.33%
Royal Bank Of Canada0.00%1,578$2,000$1,440-$560-28.00%
Ifp Advisors, Inc0.00%1,559$1,808$1,423-$385-21.31%
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Frequently asked questions about SRFM

  • Who are the largest institutional holders of SRFM?

    The largest institutional holders of SRFM reported in the latest SEC Form 13F filings include Citadel Advisors Llc, Vanguard Capital Management Llc, Geode Capital Management, Llc, Blackrock, Inc., and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported SRFM position.

  • What is SRFM institutional ownership?

    This page tracks SRFM positions reported by institutional investment managers through SEC Form 13F. SURF AIR MOBILITY INC (SRFM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SRFM?

    InsiderSet currently tracks 60 institutional managers reporting SRFM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SRFM shareholders.

  • How much SRFM stock do institutions own?

    Institutional investment managers disclosed approximately $22.30M in SRFM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SRFM institutional ownership last updated?

    The latest SRFM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional SRFM holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SRFM position after the reporting date.

  • Are institutions buying or selling SRFM?

    Institutional buying and selling can be analyzed by comparing SRFM positions across consecutive 13F reporting periods. InsiderSet's SRFM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SRFM ownership changes.

  • How has SRFM institutional ownership changed over time?

    InsiderSet tracks SRFM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.