Surf Air Mobility Inc. Com NewSRFM

13F holders, Q1 2024 (March 31)
29holders
$0.84avg. 13F price*

At the end of Q1 2024, 29 institutions reported holding Surf Air Mobility Inc. Com New (SRFM) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.1M), Rathbones Group PLC ($955K) and BlackRock Inc. ($779K).

Company
Surf Air Mobility Inc. Com New
CUSIP
868927104
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 29Q1 2024Q2 2024: 31Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 7Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$308K
Exits5$43K

Ownership 29 holders

Vanguard Group Inc. 0.00% Add +0.3% 3,660,127 $3.1M
Rathbones Group PLC 0.01% No change 1,132,331 $955K
BlackRock Inc. 0.00% Add +2.0% 924,381 $779K
Geode Capital Management, LLC 0.00% Add +10.5% 581,044 $490K
Covalent Partners LLC 2.71% Add +66.7% 250,000 $211K
Institutional Venture Management Xv, LLC 0.11% No change 248,156 $209K
Baker Avenue Asset Management, LP 0.01% No change 233,113 $197K
NEA Management Company, LLC 0.01% No change 220,209 $186K
Bridgeway Capital Management, LLC 0.00% New 175,000 $148K
Susquehanna International Group, LLP 0.00% Add +0.0% 130,967 $110K
Northern Trust Corp. 0.00% Reduce -3.3% 111,878 $94K
Morgan Stanley 0.00% No change 101,600 $86K
State Street Corp. 0.00% Reduce -8.9% 93,667 $79K
Corient Private Wealth LP 0.00% Add +16.3% 52,202 $44K
Balyasny Asset Management L.P. 0.00% New 50,780 $43K
Marathon Trading Investment Management LLC 0.02% New 48,293 $41K
Charles Schwab Investment Management Inc. 0.00% No change 48,023 $40K
Ieq Capital, LLC 0.00% No change 36,762 $31K
LPL Financial LLC 0.00% New 22,500 $19K
Wealthspire Advisors, LLC 0.00% New 20,300 $17K
Osaic Holdings, Inc. 0.00% New 20,000 $17K
Jane Street Group, LLC 0.00% New 18,323 $15K
True North Advisors, LLC 0.00% No change 13,281 $11K
HighTower Advisors, LLC 0.00% No change 11,058 $9K
Qube Research & Technologies Ltd 0.00% New 10,323 $9K
Retirement Group, LLC 0.00% No change 2,133 $2K
Wells Fargo & Company 0.00% Add +2.2% 1,461 $1K
National Bank of Canada 0.00% Reduce -7.4% 1,250 $528
JPMorgan Chase & Co. 0.00% Add +26.1% 179 $151

"% of holder's portfolio" is SRFM's weight in each manager's 13F, not the share of Surf Air Mobility Inc. Com New the manager owns.