Surgery Partners, Inc. (SGRY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

126,111,111Shares Outstanding

50,443,972Shares held by institutions

$786,925,963Value of institutional holdings

122.06%Institutional ownership %

6.76%Shares Changed QoQ

174No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Surgery Partners, Inc. (NASDAQ:SGRY) is held by 174 institutional firms.

Surgery Partners saw its institutional ownership percentage rose to 122.1% in December 2025 from 120.8% in September 2025.
Institutional share ownership changed by 6.76% QoQ, while the number of institutional owners saw a decrease of 5.43% YoY.
The latest 13F cycle for Surgery Partners reveals that of 174 total investors, 85 funds grew their exposure, whereas 65 reduced theirs and 24 made no changes.
This class of investors increased its holdings in Surgery Partners to 153.94Mn shares for the 13F-cycle ending December 2025, up by 9.75Mn shares quarter on quarter, and up 11.48Mn shares year over year.
With 49.95Mn shares, BAIN CAPITAL INVESTORS LLC commands the largest institutional position in Surgery Partners as of December 31, 2025, equating to 39.61% of the company.
Among the most significant buyers of Surgery Partners during December 2025 were UBS Group AG (4.11Mn), DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (2.37Mn), GOLDMAN SACHS GROUP INC (1.65Mn), NOMURA HOLDINGS INC (1.50Mn), GLENVIEW CAPITAL MANAGEMENT, LLC (1.31Mn).
Leading sellers of Surgery Partners stock in December 2025 included FMR LLC (3.91Mn), Pentwater Capital Management LP (1.68Mn), Irenic Capital Management LP (1.05Mn), JANE STREET GROUP, LLC (828.75K), T. Rowe Price Investment Management, Inc. (483.79K).
The top 10 institutional holders of Surgery Partners for the quarter ending December 2025 included BAIN CAPITAL INVESTORS LLC (49.95Mn), JANUS HENDERSON GROUP PLC (13.54Mn), KING STREET CAPITAL MANAGEMENT, L.P. (10.23Mn), Pentwater Capital Management LP (10.00Mn), UBS Group AG (7.80Mn), VANGUARD GROUP INC (7.57Mn), FMR LLC (6.58Mn), BlackRock, Inc. (5.69Mn), DIMENSIONAL FUND ADVISORS LP (4.91Mn), Clearbridge Investments, LLC (4.23Mn).

174 Institutional Holders

50,443,972 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
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
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,959,686	1,647,714	528.16%	$30,277,149.00
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
VICTORY CAPITAL MANAGEMENT INC	31 Dec, 2025	767,730	-26,789	-3.37%	$11,861,429.00

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