SRX Global Inc.
SRXH- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0001471727
No open-market purchases or sales by SRX Global Inc. insiders were filed in the last 90 days; 32 institutions reported holding it in 13F filings for Q2 2026, worth $4.36M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in SRX Global Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 21
- −3 vs. Q4 2022
- Shares held
- 6.85M
- +248.2K (+3.8%) vs. Q4 2022
- Total value
- $2.55M
- −$920.2K (−26.5%) vs. Q4 2022
- New holders
- 1
- 4 more added
- Sold out
- 4
- 3 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SRXH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 32 | $4.36M |
| Q1 2026 | 19 | $195.5K |
| Q4 2025 | 17 | $150.2K |
| Q3 2025 | 14 | $105.1K |
| Q2 2025 | 17 | $78.6K |
| Q1 2025 | 12 | $132.5K |
| Q4 2024 | 12 | $414.0K |
| Q3 2024 | 12 | $379.0K |
| Q2 2024 | 12 | $122.2K |
| Q1 2024 | 11 | $45.7K |
| Q4 2023 | 25 | $456.2K |
| Q3 2023 | 26 | $512.0K |
| Q2 2023 | 22 | $1.41M |
| Q1 2023 | 21 | $2.55M |
| Q4 2022 | 24 | $3.47M |
| Q3 2022 | 22 | $5.93M |
| Q2 2022 | 24 | $18.4M |
| Q1 2022 | 25 | $19.2M |
| Q4 2021 | 32 | $22.7M |
| Q3 2021 | 22 | $14.3M |
| Q2 2021 | 17 | $14.8M |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding SRX Global Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Must Asset Management Inc. | 2,851,142 | $1.07M | 2.67% | −46,755−1.6% | Reduced |
| Brandywine Global Investment Management, LLC | 1,324,739 | $490.2K | 0.00% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 870,334 | $322.0K | 0.30% | −6,000−0.7% | Reduced |
| Vanguard Group Inc | 683,410 | $252.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 236,837 | $87.6K | 0.09% | +178,572+306.5% | Added |
| Brown Brothers Harriman & Co | 227,241 | $84.1K | 0.00% | +178,572+366.9% | Added |
| Geode Capital Management, LLC | 151,292 | $56.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 101,700 | $37.6K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 72,658 | $26.9K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 60,001 | $22.2K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 57,245 | $21.2K | 0.00% | +1,734+3.1% | Added |
| Perritt Capital Management Inc | 50,000 | $18.5K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 43,306 | $16.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 39,910 | $14.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 34,545 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,500 | $6.11K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,951 | $4.00K | 0.00% | −249−2.0% | Reduced |
| Morgan Stanley | 7,800 | $2.89K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,000 | $1.48K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 734 | $316 | 0.00% | +734 | New |
| Wells Fargo & Company | 108 | $40 | 0.00% | +2+1.9% | Added |
| UBS Group AG | 0 | $0 | 0.00% | −22,211−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −22,136−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −14,007−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −44−100.0% | Sold out |