Surgery Partners, Inc. (SGRY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

50,407,642Shares held by institutions

$584,980,685Value of institutional holdings

114.64%Institutional ownership %

10.57%Shares Changed QoQ

199No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Surgery Partners, Inc. (NASDAQ:SGRY) has 177 institutional investors with active 13F positions as of December 2025.

These investors held 123.4% of outstanding shares in December 2025, up from 121.1% in September 2025.
Their total shares held in SGRY increased 5.5% from the prior quarter, while the number of investors in Surgery Partners decreased 3.8% year over year.
Activity in SGRY broke down as 84 buyers, 69 sellers, and 24 unchanged among 177 total holders.
The aggregate institutional position in Surgery Partners amounted to 156.97Mn shares as of December 2025, up by 8.18Mn shares quarter on quarter, and up 12.94Mn shares year over year.
As of December 31, 2025, the biggest holder of Surgery Partners is BAIN CAPITAL INVESTORS LLC at 49.95Mn shares, representing 39.26% of shares outstanding.
The largest buyers of Surgery Partners for the quarter ending December 2025 were UBS Group AG (4.11Mn), DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (2.37Mn), Goldman Sachs Group Inc (1.65Mn), Nomura Holdings Inc (1.5Mn), GLENVIEW CAPITAL MANAGEMENT, LLC (1.31Mn).
Top sellers of SGRY stock for the quarter ending December 2025 included FMR LLC (3.91Mn), Pentwater Capital Management LP (1.68Mn), Invesco Ltd. (1.58Mn), Bank Of America Corp /De/ (1.26Mn), Irenic Capital Management LP (1.05Mn).
Surgery Partners's 10 largest shareholders as of December 2025 include BAIN CAPITAL INVESTORS LLC (49.95Mn), Janus Henderson Group Plc (13.54Mn), KING STREET CAPITAL MANAGEMENT, L.P. (10.23Mn), Pentwater Capital Management LP (10.0Mn), UBS Group AG (7.8Mn), VANGUARD GROUP INC (7.57Mn), FMR LLC (6.58Mn), BlackRock, Inc. (5.69Mn), DIMENSIONAL FUND ADVISORS LP (4.91Mn), Clearbridge Investments, LLC (4.23Mn) per Business Quant data.

177 Institutional Holders

50,407,642 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	32,639	0.58%	$0.00
BAIN CAPITAL INVESTORS LLC	31 Dec, 2025	0	0.00%	$0.00
UBS Group AG	31 Dec, 2025	4,113,052	111.44%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	2,917,325	308.44%	$0.00
Janus Henderson Group Plc	31 Dec, 2025	501,401	3.85%	$0.00
Sea Cliff Partners Management, LP	31 Dec, 2025	673,351	0.00%	$0.00
Barclays Plc	31 Dec, 2025	-224,199	-47.58%	$0.00
KING STREET CAPITAL MANAGEMENT, L.P.	31 Dec, 2025	889,800	9.53%	$0.00
Whitefort Capital Management, LP	31 Dec, 2025	229,000	61.73%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	2,416	165.48%	$0.00
Pentwater Capital Management LP	31 Dec, 2025	-1,681,000	-14.39%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	-9,470	-1.90%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-48,609	-0.64%	$0.00
Quinn Opportunity Partners LLC	31 Dec, 2025	11,000	2.73%	$0.00
FMR LLC	31 Dec, 2025	-3,911,694	-37.30%	$0.00
Walleye Capital LLC	31 Dec, 2025	-91,352	-19.72%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	46,365	0.95%	$0.00
Man Group plc	31 Dec, 2025	328,794	0.00%	$0.00
Clearbridge Investments, LLC	31 Dec, 2025	-14,169	-0.33%	$0.00
AYAL Capital Advisors Ltd	31 Dec, 2025	100,000	80.00%	$0.00

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