Surgery Partners, Inc. (SGRY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

127,206,000Shares Outstanding

160,864,937Shares held by institutions

$2,257,739,391Value of institutional holdings

126.46%Institutional ownership %

7.77%Shares Changed QoQ

177No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Surgery Partners, Inc. (NASDAQ:SGRY) is held by 177 institutional investors per 13F filings through December 2025.

These investors collectively held 123.4% of Surgery Partners's outstanding shares in December 2025, up from 121.1% in September 2025.
They increased total shares held in Surgery Partners by 5.5% from the prior quarter, while the number of investors in SGRY decreased 3.8% year over year.
Of these 177 funds, 84 grew their exposure to Surgery Partners, 69 cut back, and 24 maintained positions.
In total, institutional investors held 156.97Mn shares in Surgery Partners as of December 2025, up by 8.18Mn shares quarter on quarter, and up 12.94Mn shares year over year.
SG Americas Securities, LLC leads ownership in SGRY with 258.14K shares as of December 31, 2025, equal to 0.2% of outstanding shares.
Top purchasers of SGRY stock for the quarter ending December 2025 included Inspire Investing, LLC (13.34K), Hickory Point Bank & Trust (150), SIGNATUREFD, LLC (85), GAMMA Investing LLC (31), MassMutual Private Wealth & Trust, FSB (30).
The largest sellers of Surgery Partners for the quarter ending December 2025 were SG Americas Securities, LLC (308.83K), Sterling Capital Management LLC (1.9K), Farther Finance Advisors, LLC (284).
Surgery Partners's 10 largest shareholders as of December 2025 include SG Americas Securities, LLC (258.14K), WESBANCO BANK INC (120.0K), Tranquility Partners, LLC (68.06K), Inspire Investing, LLC (43.41K), Pictet Asset Management Holding SA (11.53K), State of Alaska, Department of Revenue (7.28K), FNY Investment Advisers, LLC (6.5K), Sterling Capital Management LLC (2.56K), GAMMA Investing LLC (359), Hickory Point Bank & Trust (150) per Business Quant data.

177 Institutional Holders

160,864,937 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BAIN CAPITAL INVESTORS LLC	31 Dec, 2025	49,946,972	0	0.00%	$771,680,717.00
Janus Henderson Group Plc	31 Dec, 2025	13,537,984	501,401	3.85%	$209,161,693.00
KING STREET CAPITAL MANAGEMENT, L.P.	31 Dec, 2025	10,229,730	889,800	9.53%	$158,049,328.00
Pentwater Capital Management LP	31 Dec, 2025	10,000,000	-1,681,000	-14.39%	$154,500,000.00
UBS Group AG	31 Dec, 2025	7,803,974	4,113,052	111.44%	$120,571,398.00
VANGUARD GROUP INC	31 Dec, 2025	7,565,905	-48,609	-0.64%	$116,893,233.00
FMR LLC	31 Dec, 2025	6,575,016	-3,911,694	-37.30%	$101,583,994.00
BlackRock, Inc.	31 Dec, 2025	5,691,031	32,639	0.58%	$87,926,429.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	4,906,580	46,365	0.95%	$75,808,355.00
Clearbridge Investments, LLC	31 Dec, 2025	4,228,451	-14,169	-0.33%	$65,329,565.00
Goldman Sachs Group Inc	31 Dec, 2025	3,919,372	3,607,400	1,156.32%	$60,554,298.00
HSBC HOLDINGS PLC	31 Dec, 2025	3,863,154	2,917,325	308.44%	$60,302,714.00
GLENVIEW CAPITAL MANAGEMENT, LLC	31 Dec, 2025	3,858,088	1,311,353	51.49%	$59,607,460.00
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	31 Dec, 2025	2,371,464	2,371,464	0.00%	$36,639,119.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,943,449	11,366	0.59%	$30,031,292.00
State Street Corp	31 Dec, 2025	1,872,877	18,400	0.99%	$28,935,950.00
Nomura Holdings Inc	31 Dec, 2025	1,720,159	1,495,555	665.86%	$26,576,457.00
Morgan Stanley	31 Dec, 2025	1,140,803	143,620	14.40%	$17,625,407.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	1,100,546	55,501	5.31%	$17,003,436.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	990,648	59,983	6.45%	$15,305,512.00

1 - 20 of 177

Research Tools