SRFM — SURF AIR MOBILITY INC
As of Q2 2026, 10 SEC-registered investment managers reported holding SRFM (SURF AIR MOBILITY INC) in their latest 13F filings, with a combined reported value of $12.28M across 10.58M shares. That is +262.9% by share count (+7.67M shares) versus the previous quarter, while reported value moved +268.9%. Ownership is concentrated: the five largest holders account for 96.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 2 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SRFM is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 7.38M | $8.56M | 0.00% | New |
| Vanguard Group history | Q4 2025 | 2.79M | $5.41M | 0.00% | Add |
| Renaissance Technologies history | Q3 2025 | 720.21K | $3.09M | 0.00% | New |
| Geode Capital Management history | Q2 2026 | 981.58K | $1.14M | 0.00% | Add |
| Invesco Ltd history | Q3 2025 | 244.98K | $1.05M | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 745.47K | $864.75K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 642.36K | $745.14K | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 459.57K | $533.10K | 0.00% | New |
| Marshall Wace history | Q1 2026 | 441.96K | $508.25K | 0.00% | New |
| Northern Trust Corp history | Q2 2026 | 199.00K | $230.84K | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 141.42K | $164.04K | 0.00% | Add |
| Millennium Management history | Q4 2025 | 38.10K | $73.91K | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2025 | 12.53K | $46.25K | 0.00% | New |
| Balyasny Asset Management history | Q1 2024 | 50.78K | $42.81K | 0.00% | New |
| Charles Schwab Investment Management history | Q1 2024 | 48.02K | $40.48K | 0.00% | Hold |
| Morgan Stanley history | Q2 2026 | 25.03K | $29.03K | 0.00% | Add |
| BNY Mellon history | Q1 2026 | 22.72K | $26.13K | 0.00% | New |
| JPMorgan Chase & Co history | Q4 2025 | 6.60K | $12.80K | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 10.19K | $11.81K | 0.00% | Hold |
| Bank of America Corp history | Q4 2025 | 1.83K | $3.55K | 0.00% | Reduce |
New Positions (Q2 2026)
- Citadel Advisors 7.38M sh · $8.56M
- Citigroup Inc 459.57K sh · $533.10K
Fully Exited (vs previous quarter)
- Marshall Wace sold 441.96K sh · $508.25K
- BNY Mellon sold 22.72K sh · $26.13K
- T. Rowe Price Associates sold 22.90K sh · $27
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | — | — | — | — | — | — | 91.30K | — | — | — | 7.38M |
| Geode Capital Management | 526.00K | 526.00K | 581.04K | 623.00K | 89.00K | 93.21K | 111.33K | 127.60K | 271.33K | 552.37K | 562.10K | 981.58K |
| BlackRock Inc | — | — | — | — | 111.52K | 111.52K | 111.52K | 143.24K | 285.45K | 415.85K | 596.82K | 745.47K |
| UBS Group AG | — | — | — | 38.76K | 3 | 2.51K | 63.31K | 129.15K | 447.26K | 325.61K | 1.02M | 642.36K |
| Citigroup Inc | — | — | — | — | — | — | — | — | 457 | — | — | 459.57K |
| Northern Trust Corp | 104.15K | 115.69K | 111.88K | 111.88K | 15.98K | 15.98K | 22.88K | 29.05K | 60.23K | 90.99K | 90.99K | 199.00K |
| Goldman Sachs Group | — | — | — | — | — | 21.00K | 17.60K | — | 58.94K | 18.96K | 134.67K | 141.42K |
| Morgan Stanley | 1.60K | 101.60K | 101.60K | 101.60K | 14.51K | 14.51K | 14.51K | 57.97K | 7.38K | 49.44K | 9.03K | 25.03K |
| Wells Fargo & Co | 1.41K | 1.43K | 1.46K | 1.00K | 142 | 642 | 142 | 10.14K | 11.19K | 10.00K | 10.21K | 10.19K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | 250 | — | 2.50K | 50 |
| JPMorgan Chase & Co | — | 142 | 179 | 180 | 27 | 72 | — | 35 | 6.60K | 6.60K | — | — |
| Renaissance Technologies | 31.20K | — | — | — | — | — | — | — | 720.21K | — | — | — |
| Bank of America Corp | — | 96 | — | 548 | 74 | 80 | 95 | 140 | 10.16K | 1.83K | — | — |
| BNY Mellon | 23.44K | 23.44K | — | — | — | — | — | — | — | — | 22.72K | — |
| Invesco Ltd | — | — | — | — | — | — | — | — | 244.98K | — | — | — |
| Marshall Wace | — | — | — | — | — | 69.55K | 387.21K | — | — | — | 441.96K | — |
| Millennium Management | — | — | — | 15.55K | — | — | — | 13.75K | 488.27K | 38.10K | — | — |
| T. Rowe Price Associates | — | — | — | — | — | — | — | — | — | 22.90K | 22.90K | — |
| Vanguard Group | 3.63M | 3.65M | 3.66M | 3.66M | 522.87K | 505.06K | 538.26K | 566.08K | 1.89M | 2.79M | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | 12.53K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details