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Surf AIR Mobility Inc (SRFM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares1,044,065 from 981,575
Change+62,490 (+6%)
Value$1.3M (+$114.3K)
Filed 2026-11-06
Balefire, LLC
UNCHANGED
Shares324,331 from 324,331
Change0 (0%)
Value$389.2K (+$13.0K)
Filed 2026-10-09
LPL Financial LLC
DECREASED
Shares252,220 from 304,889
Change-52,669 (-17%)
Value$302.7K (-$51.0K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares209,506 from 459,568
Change-250,062 (-54%)
Value$251.4K (-$281.7K)
Filed 2026-11-04
J. Derek Lewis & Associates Inc.
INCREASED
Shares136,000 from 121,000
Change+15,000 (+12%)
Value$163.2K (+$22.8K)
Filed 2026-11-03
Bessemer Group Inc
UNCHANGED
Shares125,000 from 125,000
Change0 (0%)
Value$150 (-$144.9K)
Filed 2026-11-09
United Bank
UNCHANGED
Shares125,000 from 125,000
Change0 (0%)
Value$150.0K (+$5.0K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares67,430 from 65,900
Change+1,530 (+2%)
Value$80.9K (+$4.5K)
Filed 2026-11-02
True Freedom Investing, LLC
INCREASED
Shares31,034 from 30,339
Change+695 (+2%)
Value$37.2K (+$2.4K)
Filed 2026-10-29
Ritholtz Wealth Management
NEW
Shares30,800
Change+30,800
Value$37.0K
Filed 2026-11-05
Parrish Capital LLC
DECREASED
Shares22,800 from 23,050
Change-250 (-1%)
Value$27.4K (+$622)
Filed 2026-10-01
StoneX Group Inc.
NEW
Shares18,364
Change+18,364
Value$19.5K
Filed 2026-11-03
Clearwater Capital Advisors, LLC
NEW
Shares10,610
Change+10,610
Value$12.7K
Filed 2026-11-06
Sowell Financial Services LLC
UNCHANGED
Shares10,340 from 10,340
Change0 (0%)
Value$12.4K (+$414)
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares7,462 from 7,299
Change+163 (+2%)
Value$9.0K (+$487)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares4,032
Change+4,032
Value$4.8K
Filed 2026-10-09
Signaturefd, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1.2K (+$40)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$906 ($0)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares706 from 10,557
Change-9,851 (-93%)
Value$847 (-$11.4K)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$720 (+$24)
Filed 2026-10-01
IFP Advisors, Inc
DECREASED
Shares559 from 1,559
Change-1,000 (-64%)
Value$671 (-$1.1K)
Filed 2026-10-16
Trust Co of Vermont
NEW
Shares250
Change+250
Value$300
Filed 2026-10-21
Lanark Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$240 (+$8)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$102 (+$3)
Filed 2026-11-05
Roble, Belko & Company, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$0 ($0)
Filed 2026-11-09
Squarepoint Ops LLC
CLOSED
Shares0 from 45,710
Change-45,710 (-100%)
Value$0 (-$53.0K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 15,601
Change-15,601 (-100%)
Value$0 (-$18.1K)
Filed 2026-11-06
Kestra Advisory Services, LLC
CLOSED
Shares0 from 11,522
Change-11,522 (-100%)
Value$0 (-$13.4K)
Filed 2026-11-02
Leonteq Securities AG
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-29
Grove Bank & Trust
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$580)
Filed 2026-10-08
FNY Investment Advisers, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 ($0)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$77)
Filed 2026-10-29
Citadel Advisors LLC
N/A
Shares— from 7,380,092
Change-7,380,092 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,440,661
Change-4,440,661 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 745,474
Change-745,474 (-100%)
Value—
UBS Group AG
N/A
Shares— from 642,364
Change-642,364 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 523,747
Change-523,747 (-100%)
Value—
State Street Corp
N/A
Shares— from 513,701
Change-513,701 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 392,233
Change-392,233 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 319,826
Change-319,826 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 285,357
Change-285,357 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 198,997
Change-198,997 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 161,608
Change-161,608 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 141,417
Change-141,417 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 117,999
Change-117,999 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 116,461
Change-116,461 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 114,146
Change-114,146 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 96,389
Change-96,389 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 88,500
Change-88,500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 49,457
Change-49,457 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 46,667
Change-46,667 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 25,029
Change-25,029 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 24,222
Change-24,222 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 23,622
Change-23,622 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 21,851
Change-21,851 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 20,105
Change-20,105 (-100%)
Value—
Symmetry Peak Management LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,617
Change-13,617 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,534
Change-10,534 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,479
Change-7,479 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 93
Change-93 (-100%)
Value—
FMR LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,044,065981,575+62,490+6%$1.1M$1.3M+$114.3K2026-11-06
Balefire, LLC
UNCHANGED324,331324,33100%$376.2K$389.2K+$13.0K2026-10-09
LPL Financial LLC
DECREASED252,220304,889-52,669-17%$353.7K$302.7K-$51.0K2026-11-06
Citigroup Inc
DECREASED209,506459,568-250,062-54%$533.1K$251.4K-$281.7K2026-11-04
J. Derek Lewis & Associates Inc.
INCREASED136,000121,000+15,000+12%$140.4K$163.2K+$22.8K2026-11-03
Bessemer Group Inc
UNCHANGED125,000125,00000%$145.0K$150-$144.9K2026-11-09
United Bank
UNCHANGED125,000125,00000%$145.0K$150.0K+$5.0K2026-11-06
Commonwealth Equity Services, LLC
INCREASED67,43065,900+1,530+2%$76.4K$80.9K+$4.5K2026-11-02
True Freedom Investing, LLC
INCREASED31,03430,339+695+2%$34.9K$37.2K+$2.4K2026-10-29
Ritholtz Wealth Management
NEW30,800—+30,800——$37.0K—2026-11-05
Parrish Capital LLC
DECREASED22,80023,050-250-1%$26.7K$27.4K+$6222026-10-01
StoneX Group Inc.
NEW18,364—+18,364——$19.5K—2026-11-03
Clearwater Capital Advisors, LLC
NEW10,610—+10,610——$12.7K—2026-11-06
Sowell Financial Services LLC
UNCHANGED10,34010,34000%$12.0K$12.4K+$4142026-10-23
SBI Securities Co., Ltd.
INCREASED7,4627,299+163+2%$8.5K$9.0K+$4872026-10-22
GK Wealth Management LLC
NEW4,032—+4,032——$4.8K—2026-10-09
Signaturefd, LLC
UNCHANGED1,0001,00000%$1.2K$1.2K+$402026-10-23
Allworth Financial LP
UNCHANGED78178100%$906$906$02026-11-06
Barclays PLC
DECREASED70610,557-9,851-93%$12.2K$847-$11.4K2026-11-06
Hickory Point Bank & Trust
UNCHANGED60060000%$696$720+$242026-10-01
IFP Advisors, Inc
DECREASED5591,559-1,000-64%$1.8K$671-$1.1K2026-10-16
Trust Co of Vermont
NEW250—+250——$300—2026-10-21
Lanark Financial, Inc.
UNCHANGED20020000%$232$240+$82026-10-26
Larson Financial Group LLC
UNCHANGED858500%$99$102+$32026-11-05
Roble, Belko & Company, Inc
UNCHANGED101000%$0$0$02026-11-09
Squarepoint Ops LLC
CLOSED045,710-45,710-100%$53.0K$0-$53.0K2026-11-09
Kestra Private Wealth Services, LLC
CLOSED015,601-15,601-100%$18.1K$0-$18.1K2026-11-06
Kestra Advisory Services, LLC
CLOSED011,522-11,522-100%$13.4K$0-$13.4K2026-11-02
Leonteq Securities AG
CLOSED010,000-10,000-100%$11.6K$0-$11.6K2026-10-29
Grove Bank & Trust
CLOSED0500-500-100%$580$0-$5802026-10-08
FNY Investment Advisers, LLC
CLOSED0400-400-100%$0$0$02026-10-16
Caitong International Asset Management Co., Ltd
CLOSED066-66-100%$77$0-$772026-10-29
Citadel Advisors LLC
N/A—7,380,092-7,380,092-100%$8.6M———
Vanguard Capital Management LLC
N/A—4,440,661-4,440,661-100%$5.2M———
BlackRock, Inc.
N/A—745,474-745,474-100%$864.8K———
UBS Group AG
N/A—642,364-642,364-100%$745.1K———
Vanguard Fiduciary Trust Co
N/A—523,747-523,747-100%$607.5K———
State Street Corp
N/A—513,701-513,701-100%$595.9K———
HRT Financial LP
N/A—392,233-392,233-100%$454.0K———
Rathbones Group PLC
N/A—319,826-319,826-100%$371.0K———
XTX Topco Ltd
N/A—285,357-285,357-100%$331.0K———
Northern Trust Corp
N/A—198,997-198,997-100%$230.8K———
DnB Asset Management AS
N/A—161,608-161,608-100%$187.5K———
Goldman Sachs Group Inc
N/A—141,417-141,417-100%$164.0K———
Centiva Capital, LP
N/A—117,999-117,999-100%$136.9K———
Two Sigma Securities, LLC
N/A—116,461-116,461-100%$135.1K———
Bridgeway Capital Management, LLC
N/A—114,146-114,146-100%$132.4K———
Engineers Gate Manager LP
N/A—96,389-96,389-100%$111.8K———
Focus Partners Wealth
N/A—88,500-88,500-100%$102.7K———
Osaic Holdings, Inc.
N/A—49,457-49,457-100%$57.4K———
Raymond James Financial Inc
N/A—46,667-46,667-100%$54.1K———
Morgan Stanley
N/A—25,029-25,029-100%$29.0K———
Perennial Investment Advisors, LLC
N/A—24,222-24,222-100%$28.1K———
Vanguard Global Advisers, LLC
N/A—23,622-23,622-100%$27.4K———
Jones Financial Companies Lllp
N/A—21,851-21,851-100%$19.7K———
Vanguard Personalized Indexing Management, LLC
N/A—20,105-20,105-100%$23.3K———
Symmetry Peak Management LLC
N/A—15,000-15,000-100%$17.4K———
Cetera Investment Advisers
N/A—13,617-13,617-100%$15.8K———
Mariner, LLC
N/A—10,534-10,534-100%$12.2K———
Wells Fargo & Company
N/A—10,185-10,185-100%$11.8K———
Tower Research Capital LLC (TRC)
N/A—7,479-7,479-100%$8.7K———
Steward Partners Investment Advisory, LLC
N/A—3,200-3,200-100%$3.7K———
Royal Bank of Canada
N/A—1,578-1,578-100%$2.0K———
Northwestern Mutual Wealth Management Co
N/A—1,144-1,144-100%$1.3K———
Arax Advisory Partners
N/A—1,000-1,000-100%$1.2K———
Federation des caisses Desjardins du Quebec
N/A—100-100-100%$116———
Rockefeller Capital Management L.P.
N/A—93-93-100%$108———
FMR LLC
N/A—50-50-100%$58———
Showing 68 of 68 institutions