Surgery Partners SGRY Institutional Ownership

NASDAQ SGRY

$13.87 -0.54 (-3.75%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

190 Institutions

Increased 112 58.9%

Unchanged 28 14.7%

Reduced 50 26.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

123.33%

▼-0.65 pp QoQ

Shares Held by Institutions

158.88Mn

of 128.83Mn outstanding

▲+12.09% QoQ

Shares Outstanding

128.83Mn

-30.06Mn held outside 13F filers

Institutional Investors

190

filed 13F for Jun 2026

▲+9 vs prior quarter

Net Shares Added (QoQ)

+17.14Mn

accumulated since last quarter

Value of Holdings

$2.20Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Surgery Partners, Inc. (NASDAQ:SGRY) has 190 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 123.3% of outstanding shares in June 2026, down from 124.0% in March 2026.
They increased total shares held in Surgery Partners by 12.09% from last quarter, and the number of investors in SGRY decreased 5.47% annually.
Of these 190 funds, 112 grew their exposure to Surgery Partners, 50 cut back, and 28 maintained positions.
Altogether, these fund groups held 158.88Mn shares in SGRY by June 2026, up by 17.14Mn shares quarter on quarter, and up 15.37Mn shares year over year.
As of June 30, 2026, BAIN CAPITAL INVESTORS LLC held the largest stake in Surgery Partners with 49.95Mn shares, accounting for 38.77% of total shares outstanding.
The largest buyers of Surgery Partners for the quarter ending June 2026 were Jupiter Topco LLC (13.88Mn), T. Rowe Price Investment Management, Inc. (3.97Mn), Sixth Street Partners Management Company, L.P. (1.08Mn), Hein Park Capital Management LP (1.07Mn), HSBC HOLDINGS PLC (1.04Mn).
The biggest sellers of Surgery Partners for the quarter ending June 2026 included KING STREET CAPITAL MANAGEMENT, L.P. (4.17Mn), UBS Group AG (1.62Mn), Pentwater Capital Management LP (1.02Mn), DIMENSIONAL FUND ADVISORS LP (352.7K), Clearbridge Investments, LLC (294.88K).
According to Business Quant data, leading holders of SGRY for June 2026 are BAIN CAPITAL INVESTORS LLC (49.95Mn), Jupiter Topco LLC (13.88Mn), Pentwater Capital Management LP (11.63Mn), UBS Group AG (8.57Mn), BlackRock, Inc. (6.24Mn), KING STREET CAPITAL MANAGEMENT, L.P. (6.06Mn), T. Rowe Price Investment Management, Inc. (5.92Mn), DIMENSIONAL FUND ADVISORS LP (4.94Mn), Clearbridge Investments, LLC (3.82Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.74Mn).

Form 13F Holdings

190 Institutional Holders

Report period 30 Jun, 2026

Total shares held 158.88Mn

Of outstanding 123.33%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BAIN CAPITAL INVESTORS LLC	0001040508	49,946,972	38.77%	0	0.00%	$839.11Mn
2	Jupiter Topco LLC	0002146052	13,882,155	10.78%	▲13,882,155	0.00%	$233.22Mn
3	Pentwater Capital Management LP	0001425851	11,630,000	9.03%	▼1,025,000	-8.10%	$195.38Mn
4	UBS Group AG	0001610520	8,573,413	6.66%	▼1,618,368	-15.88%	$144.03Mn
5	BlackRock, Inc.	0002012383	6,241,503	4.84%	▲580,715	+10.26%	$104.86Mn
6	KING STREET CAPITAL MANAGEMENT, L.P.	0001218199	6,058,141	4.70%	▼4,171,589	-40.78%	$101.78Mn
7	T. Rowe Price Investment Management, Inc.	0001897612	5,916,197	4.59%	▲3,966,477	+203.44%	$99.39K
8	DIMENSIONAL FUND ADVISORS LP	0000354204	4,943,713	3.84%	▼352,698	-6.66%	$83.05Mn
9	Clearbridge Investments, LLC	0001348883	3,823,179	2.97%	▼294,877	-7.16%	$64.23Mn
10	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,737,712	2.90%	▲109,281	+3.01%	$62.79Mn
11	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,509,535	2.72%	▲78,740	+2.30%	$58.96Mn
12	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	0001595082	3,336,464	2.59%	0	0.00%	$56.05Mn
13	HSBC HOLDINGS PLC	0000873630	2,958,912	2.30%	▲1,043,244	+54.46%	$48.91Mn
14	FMR LLC	0000315066	2,149,009	1.67%	▼42,456	-1.94%	$36.10Mn
15	State Street Corp	0000093751	2,140,905	1.66%	▲187,127	+9.58%	$35.97Mn
16	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,116,579	1.64%	▲114,205	+5.70%	$35.56Mn
17	Nomura Holdings Inc	0001163653	1,525,108	1.18%	▲801,868	+110.87%	$25.62Mn
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	1,471,492	1.14%	▼117,876	-7.42%	$24.72Mn
19	LMR Partners LLP	0001578621	1,360,587	1.06%	▲260,587	+23.69%	$22.86Mn
20	Morgan Stanley	0000895421	1,232,751	0.96%	▲220,574	+21.79%	$20.71Mn

Showing 1 to 20 of 190 holders