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Synergy CHC Ownership | Who Owns Synergy CHC?

OverviewRevenueFinancialsChartTranscripts

Synergy CHC Ownership Summary

Synergy CHC is owned by 14.83% institutional investors, 44.86% insiders, and 40.31% retail investors. Sanders morris harris is the largest institutional shareholder, holding 0% of SNYR shares. Heartland Value Strategy is the top mutual fund, with 4.87% of its assets in Synergy CHC shares.

SNYR Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSynergy CHC14.83%44.86%40.31%
SectorHealthcare Stocks 35.56%12.08%52.36%
IndustryMedical Distribution Stocks31.26%14.25%54.49%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Sanders morris harris---
Heartland advisors---
Gratia capital---
Ubs group---
Citigroup---
Warberg asset management---
Clearstead advisors---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Sanders morris harris---
Heartland advisors---
Gratia capital---
Ubs group---
Citigroup---
Warberg asset management---
Clearstead advisors---

Top Buyers

HolderShares% AssetsChange
Citigroup---1.00
Clearstead advisors---109.00
Ubs group---900.00
Warberg asset management---10.22K
Sanders morris harris---415.45K

Top Sellers

HolderShares% AssetsChange
Heartland advisors---550.00K
Gratia capital---550.00K
Sanders morris harris---415.45K
Warberg asset management---10.22K
Ubs group---900.00

Sold Out

HolderChange
Citigroup-1.00
Clearstead advisors-109.00
Ubs group-900.00
Warberg asset management-10.22K
Sanders morris harris-415.45K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202612-1,675,83829.20%148.33%7-22.22%4300.00%
Dec 31, 2025129.09%1,297,093-20.91%135.07%9-18.18%1-
Sep 30, 20251183.33%1,640,098283.84%1670.83%11266.67%--100.00%
Jun 30, 20256-33.33%427,288-52.81%44.28%3-40.00%2-
Mar 31, 20259-905,398-0.62%107.34%5-44.44%2-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Heartland Value Strategy550.00K4.87%-
Vanguard Total Stock Mkt Idx Inv50.86K0.45%-
Vanguard Institutional Extnd Mkt Idx Tr38.91K0.26%-
Fidelity Extended Market Index23.86K0.16%16.17K
Fidelity Series Total Market Index5.82K0.04%-
Fidelity Nasdaq Composite Index4.59K0.03%-
Spartan Total Market Index Pool A13.09K0.02%-
Spartan Total Market Index Pool G3.09K0.02%-
Vanguard Instl Ttl Stck Mkt Index Trust473.000.00%473.00
Spartan Extended Market Index Pool F209.000.00%-

Recent Insider Transactions

DateNameRoleActivityValue
Jul 25, 2025Ross Jack CEO and ChairmanBuy$1.36K
Jul 24, 2025Ross Jack CEO and ChairmanBuy$1.15K
Jul 30, 2025Ross Jack CEO and ChairmanBuy$369.00
Jul 29, 2025Ross Jack CEO and ChairmanBuy$915.00
Jul 22, 2025Ross Jack CEO and ChairmanBuy$1.06K

Insider Transactions Trends

DateBuySell
2026 Q2--
2025 Q313-
2025 Q236-
2025 Q153-
2024 Q421-

SNYR Ownership FAQ

Who Owns Synergy CHC?

Synergy CHC shareholders are primarily institutional investors at 14.83%, followed by 44.86% insiders and 40.31% retail investors. The average institutional ownership in Synergy CHC's industry, Medical Distribution Stocks, is 31.26%, which Synergy CHC falls below.

Who owns the most shares of Synergy CHC?

Synergy CHC’s largest shareholders are Sanders morris harris (0 shares, 0%), Heartland advisors (0 shares, 0%), and Gratia capital (0 shares, 0%). Together, they hold 0% of Synergy CHC’s total shares outstanding.

Does Blackrock own Synergy CHC?

BlackRock is not among the top 10 institutional shareholders of Synergy CHC.

Who is Synergy CHC’s biggest shareholder by percentage of total assets invested?

Sanders morris harris is Synergy CHC’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 Synergy CHC shares, valued at 0$.

Who is the top mutual fund holder of Synergy CHC shares?

Heartland Value Strategy is the top mutual fund holder of Synergy CHC shares, with 4.87% of its total shares outstanding invested in 550K Synergy CHC shares.

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