Surgery Partners SGRY Institutional Ownership

NASDAQ SGRY

$15.40 -0.09 (-0.58%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

189 Institutions

Increased 111 58.7%

Unchanged 28 14.8%

Reduced 50 26.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

157.80Mn

of 130.89Mn outstanding

▼-0.84% QoQ

Shares Outstanding

130.89Mn

Institutional Investors

189

filed 13F for Jun 2026

▲+9 vs prior quarter

Net Shares Added (QoQ)

-1.34Mn

distributed since last quarter

Value of Holdings

$2.44Bn

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

Updated Oct 11, 2026

Surgery Partners, Inc. (NASDAQ:SGRY) was reported as a holding by 189 institutional investors in 13F filings for the quarter ended June 30, 2026.

Total holdings of Surgery Partners shares fell 0.84% from Q1 2026, and the number of holders fell 5.50% from Q2 2025.
Of the 189 holders, 111 added to their positions, 50 reduced their stakes and 28 left their positions unchanged in Q2 2026.
Combined, institutional investors held 157.8Mn shares of SGRY as of Q2 2026, down 1.34Mn from the prior quarter and up 14.29Mn from a year earlier.
Bain Capital Investors LLC led 13F holders of SGRY with 49.95Mn shares as of June 30, 2026.
The biggest increases in SGRY positions during Q2 2026 came from T. Rowe Price Investment Management, Inc. (+3.97Mn shares), HSBC Holdings PLC (+1.04Mn shares), Nomura Holdings Inc (+801.87K shares), BlackRock, Inc. (+580.72K shares) and Kennedy Capital Management LLC (+391.35K shares).
On the other side, among holders that kept a position in Surgery Partners, the largest reductions in Q2 2026 came from King Street Capital Management, L.P. (-4.17Mn shares), UBS Group AG (-1.62Mn shares), Pentwater Capital Management LP (-1.02Mn shares), Dimensional Fund Advisors LP (-352.7K shares) and Clearbridge Investments, LLC (-294.88K shares).
Per Business Quant, the top 10 investors in SGRY for the quarter ended June 30, 2026 were Bain Capital Investors LLC (49.95Mn shares), Jupiter Topco LLC (13.88Mn shares), Pentwater Capital Management LP (11.63Mn shares), UBS Group AG (8.57Mn shares), BlackRock, Inc. (6.24Mn shares), King Street Capital Management, L.P. (6.06Mn shares), T. Rowe Price Investment Management, Inc. (5.92Mn shares), Dimensional Fund Advisors LP (4.94Mn shares), Clearbridge Investments, LLC (3.82Mn shares) and Vanguard Portfolio Management LLC (3.74Mn shares).

Form 13F Holdings

189 Institutional Holders

Report period 30 Jun, 2026

Total shares held 157.80Mn

Of outstanding —

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BAIN CAPITAL INVESTORS LLC	0001040508	49,946,972	38.16%	0	0.00%	$839.11Mn
2	Jupiter Topco LLC	0002146052	13,882,155	10.61%	▲13,882,155	0.00%	$233.22Mn
3	Pentwater Capital Management LP	0001425851	11,630,000	8.89%	▼1,025,000	-8.10%	$195.38Mn
4	UBS Group AG	0001610520	8,573,413	6.55%	▼1,618,368	-15.88%	$144.03Mn
5	BlackRock, Inc.	0002012383	6,241,503	4.77%	▲580,715	+10.26%	$104.86Mn
6	KING STREET CAPITAL MANAGEMENT, L.P.	0001218199	6,058,141	4.63%	▼4,171,589	-40.78%	$101.78Mn
7	T. Rowe Price Investment Management, Inc.	0001897612	5,916,197	4.52%	▲3,966,477	+203.44%	$99.39K
8	DIMENSIONAL FUND ADVISORS LP	0000354204	4,943,713	3.78%	▼352,698	-6.66%	$83.05Mn
9	Clearbridge Investments, LLC	0001348883	3,823,179	2.92%	▼294,877	-7.16%	$64.23Mn
10	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,737,712	2.86%	▲109,281	+3.01%	$62.79Mn
11	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,509,535	2.68%	▲78,740	+2.30%	$58.96Mn
12	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	0001595082	3,336,464	2.55%	0	0.00%	$56.05Mn
13	HSBC HOLDINGS PLC	0000873630	2,958,912	2.26%	▲1,043,244	+54.46%	$48.91Mn
14	FMR LLC	0000315066	2,149,009	1.64%	▼42,456	-1.94%	$36.10Mn
15	State Street Corp	0000093751	2,140,905	1.64%	▲187,127	+9.58%	$35.97Mn
16	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,116,579	1.62%	▲114,205	+5.70%	$35.56Mn
17	Nomura Holdings Inc	0001163653	1,525,108	1.17%	▲801,868	+110.87%	$25.62Mn
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	1,471,492	1.12%	▼117,876	-7.42%	$24.72Mn
19	LMR Partners LLP	0001578621	1,360,587	1.04%	▲260,587	+23.69%	$22.86Mn
20	Morgan Stanley	0000895421	1,232,751	0.94%	▲220,574	+21.79%	$20.71Mn

Showing 1 to 20 of 189 holders