Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SRFM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Hudson Bay Capital Management LP | 3.5M | $4.0M | β | 10.002% | 0.04% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $2.9M | β | 7.096% | 0.00% |
| 3 | UBS Group AG | 1.0M | $1.2M | +214.1% | 2.914% | 0.00% |
| 4 | BlackRock, Inc. | 597K | $686K | +43.5% | 1.700% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 562K | $647K | +1.8% | 1.602% | 0.00% |
| 6 | MARSHALL WACE, LLP | 442K | $508K | β | 1.259% | 0.00% |
| 7 | VisionPoint Advisory Group, LLC | 327K | $376K | β | 0.931% | 0.07% |
| 8 | LPL Financial LLC | 326K | $374K | +15.6% | 0.927% | 0.00% |
| 9 | Rathbone Brothers plc | 322K | $371K | 0.0% | 0.918% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 302K | $347K | β | 0.860% | 0.00% |
| 11 | STATE STREET CORP | 274K | $315K | +116.9% | 0.781% | 0.00% |
| 12 | J. Derek Lewis & Associates Inc. | 159K | $308K | β | 0.453% | 0.07% |
| 13 | 683 Capital Management, LLC | 203K | $233K | 0.0% | 0.578% | 0.02% |
| 14 | GOLDMAN SACHS GROUP INC | 135K | $155K | +610.3% | 0.384% | 0.00% |
| 15 | Quadrature Capital Ltd | 125K | $144K | +39.2% | 0.357% | 0.00% |
| 16 | United Bank | 125K | $144K | 0.0% | 0.356% | 0.05% |
| 17 | NORTHERN TRUST CORP | 91K | $105K | 0.0% | 0.259% | 0.00% |
| 18 | Focus Partners Wealth | 89K | $102K | -77.1% | 0.253% | 0.00% |
| 19 | OMERS ADMINISTRATION Corp | 79K | $90K | -58.1% | 0.224% | 0.00% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 74K | $85K | +92.9% | 0.211% | 0.00% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 68K | $79K | +78.4% | 0.195% | 0.00% |
| 22 | BROWN WEALTH MANAGEMENT, LLC | 53K | $61K | β | 0.152% | 0.02% |
| 23 | Centiva Capital, LP | 51K | $59K | -64.2% | 0.147% | 0.00% |
| 24 | RAYMOND JAMES FINANCIAL INC | 51K | $59K | -74.7% | 0.146% | 0.00% |
| 25 | Tower Research Capital LLC (TRC) | 50K | $58K | β | 0.144% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SRFM β a direct measure of their conviction.
Filings activity in SRFM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 69 | +7.8% | 36.69% | 1.59 pp | $14M | 4.2% |
| Q4 2025 | 64 | +16% | 38.28% | 40.37 pp | $15M | 51% |
| Q3 2025 | 55 | +67% | 78.65% | +58.81 pp | $30M | +296% |
| Q2 2025 | 33 | +38% | 19.84% | 5.53 pp | $8M | 22% |
| Q1 2025 | 24 | +4.3% | 25.37% | +4.64 pp | $10M | +22% |
| Q4 2024 | 23 | +15% | 20.73% | +15.92 pp | $8M | +331% |
| Q3 2024 | 20 | 38% | 4.81% | 5.57 pp | $2M | 54% |
| Q2 2024 | 32 | β | 10.38% | β | $4M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SRFM stock.
Based on Q1 2026 13F filings, institutional ownership of Surf Air Mobility Inc. stands at 36.7%, held across 69 reporting institutions.
Hudson Bay Capital Management LP is the largest reported institutional holder of SRFM, with approximately 3,510,638 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SRFM.
Our composite Smart Money Score for SRFM is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
27 institutions opened new positions in SRFM during Q1 2026, while 22 fully exited. 7 added to existing positions and 34 trimmed.
SRFM institutional ownership fell by 1.59 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 81.9% of all reported 13F value in SRFM, and the top 25 account for 96.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Surf Air Mobility Inc. (SRFM) Institutional Ownership