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Surgery Partners (SGRY) Institutional Ownership

Surgery Partners logo
$15.75 -0.15 (-0.94%)
Closing price 10/23/2026 04:00 PM Eastern
Extended Trading
$15.76 +0.01 (+0.06%)
As of 10/23/2026 07:38 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Surgery Partners (NASDAQ:SGRY)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$152.36M
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Skip Chart & View Institutional Buying and Selling Data

SGRY Institutional Buying and Selling by Quarter

Surgery Partners Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2026 Inspire Investing LLC44,768$621K0.0%+10.1%0.034%
10/16/2026 TD Waterhouse Canada Inc.196,887$2.60M0.0%+18.3%0.150%
9/9/2026Squarepoint Ops LLC18,333$308K0.0%N/A0.014%
9/8/2026Varde Management L.P.1,003,447$16.86M24.6%+32.8%0.766%
8/22/2026 TD Waterhouse Canada Inc.166,411$2.76M0.0%+19.8%0.127%
8/20/2026Penn Capital Management Company LLC175,083$2.94M0.2%N/A0.134%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,471,492$24.72M0.0%-7.4%1.124%
8/19/2026Hsbc Holdings PLC2,958,912$48.91M0.0%+54.5%2.260%
8/18/2026Empowered Funds LLC12,858$216K0.0%N/A0.010%
8/18/2026Public Employees Retirement System of Ohio2,260$38K0.0%N/A0.002%
8/17/2026One68 Global Capital LLC27,000$454K1.0%N/A0.021%
8/17/2026Corient Private Wealth LP72,056$1.21M0.0%N/A0.055%
8/17/2026Pentwater Capital Management LP11,630,000$195.38M1.2%N/A8.883%
8/17/2026Bank of America Corp DE1,212,766$20.37M0.0%N/A0.926%
8/15/2026Man Group plc697,552$11.72M0.0%N/A0.533%
8/15/2026Jupiter Topco LLC13,882,155$233.22M0.1%N/A10.604%
8/14/2026Hsbc Holdings PLC2,958,912$48.91M0.0%N/A2.260%
8/14/2026Whitefort Capital Management LP901,332$15.14M0.0%N/A0.688%
8/14/2026Legal & General Group Plc71,702$1.21M0.0%N/A0.055%
8/14/2026The Manufacturers Life Insurance Company653,470$10.98M0.0%N/A0.499%
8/13/2026Sanctuary Advisors LLC27,960$470K0.0%N/A0.021%
8/7/2026BlackRock Inc.6,241,503$104.86M0.0%N/A4.772%
8/7/2026Deutsche Bank AG88,977$1.50M0.0%N/A0.068%
8/6/2026Bank of New York Mellon Corp320,206$5.38M0.0%N/A0.245%
8/6/2026State of Wyoming15,571$262K0.0%N/A0.012%
6/3/2026NewEdge Advisors LLC8,550$102K0.0%-18.6%0.007%
5/19/2026Bank of America Corp DE1,239,982$14.78M0.0%+97.9%0.948%
5/19/2026Janus Henderson Group PLC13,540,385$161.40M0.1%+0.0%10.353%
5/19/2026Irenic Capital Management LP711,000$8.48M0.6%+740.2%0.544%
5/18/2026California State Teachers Retirement System113,671$1.36M0.0%+38.5%0.087%
5/18/2026Royal Bank of Canada6,584$79K0.0%-33.0%0.005%
5/18/2026Rock Springs Capital Management LP208,000$2.48M0.1%-32.9%0.159%
5/18/2026Empowered Funds LLC108,491$1.29M0.0%-32.8%0.083%
5/16/2026The Manufacturers Life Insurance Company638,047$7.61M0.0%+0.2%0.488%
5/16/2026Quantinno Capital Management LP82,520$984K0.0%+435.0%0.063%
5/15/2026Entropy Technologies LP19,686$235K0.0%N/A0.015%
5/14/2026Gabelli Funds LLC101,197$1.21M0.0%-44.4%0.077%
5/13/2026First Trust Advisors LP40,738$486K0.0%N/A0.031%
5/8/2026PNC Financial Services Group Inc.2,907$35K0.0%+239.6%0.002%
5/7/2026Dimensional Fund Advisors LP5,296,411$63.13M0.0%+7.9%4.049%
SpaceX is worth trillions. This one's $14. (Ad)

It is not SpaceX, Tesla, Starlink, or Neuralink. But Elon's rocket company shows up in this stock's paperwork, and anyone with a brokerage account can buy shares for about 14 dollars. When SpaceX went public, roughly 4,400 employees became what Dylan Jovine calls the first wave of Space Millionaires. He believes a second wave begins December 8th, when the lockup ends.tc pixel

Get the name and ticker before the December 8 lockup ends
5/7/2026Swiss National Bank153,500$1.83M0.0%+1.1%0.117%
5/5/2026Bank of New York Mellon Corp301,021$3.59M0.0%-2.4%0.230%
5/5/2026Sanctuary Advisors LLC27,074$323K0.0%-5.0%0.021%
5/4/2026Principal Financial Group Inc.140,574$1.68M0.0%+15.7%0.107%
5/1/2026Fifth Third Bancorp4,068$48K0.0%+5,324.0%0.003%
4/30/2026Hsbc Holdings PLC1,915,668$22.57M0.0%-0.8%1.465%
4/23/2026 Inspire Investing LLC43,409$517K0.0%+44.3%0.034%
4/22/2026 Sterling Capital Management LLC2,563$31K0.0%-42.5%0.002%
4/16/2026SG Americas Securities LLC258,141$3.08M0.0%-54.5%0.199%
3/20/2026Hsbc Holdings PLC1,931,577$30.15M0.0%+104.2%1.492%
3/6/2026Hsbc Holdings PLC1,931,577$30.15M0.0%+104.2%1.492%
2/26/2026Alpine Global Management LLC11,341$175K0.0%N/A0.009%
2/19/2026T. Rowe Price Investment Management Inc.474,323$7.33M0.0%-5.0%0.367%
2/19/2026Invesco Ltd.183,362$2.83M0.0%-89.6%0.142%
2/18/2026Empowered Funds LLC161,419$2.49M0.0%+1,340.9%0.125%
2/18/2026One68 Global Capital LLC24,000$371K4.4%N/A0.019%
2/18/2026Man Group plc328,794$5.08M0.0%N/A0.254%
2/18/2026 Inspire Investing LLC30,073$465K0.0%+45.4%0.023%
2/18/2026Irenic Capital Management LP84,620$1.31M0.1%-92.5%0.065%
2/18/2026Janus Henderson Group PLC13,537,984$209.16M0.1%+3.8%10.467%
2/18/2026CastleKnight Management LP200,700$3.10M0.1%+135.8%0.155%
2/18/2026Clearline Capital LP199,876$3.09M0.2%N/A0.155%
2/18/2026Bridgeway Capital Management LLC150,192$2.32M0.0%N/A0.116%
2/18/2026AYAL Capital Advisors Ltd225,000$3.48M1.2%+80.0%0.174%
2/17/2026Whitefort Capital Management LP600,000$9.27M2.4%+61.7%0.464%
2/17/2026Jain Global LLC174,114$2.69M0.0%N/A0.135%
2/17/2026TIG Advisors LLC364,373$5.63M0.3%N/A0.282%
2/17/2026Pentwater Capital Management LP10,000,000$154.50M0.8%-14.4%7.732%
2/17/2026Price T Rowe Associates Inc. MD86,646$1.34M0.0%+10.4%0.067%
2/17/2026T. Rowe Price Investment Management Inc.15,337$237K0.0%-96.9%0.012%
2/17/2026Rock Springs Capital Management LP310,000$4.79M0.2%N/A0.240%
2/17/2026Weiss Asset Management LP158,589$2.45M0.0%-4.8%0.123%
2/17/2026California State Teachers Retirement System82,072$1.27M0.0%+12.2%0.063%
2/17/2026Russell Investments Group Ltd.6,126$95K0.0%-71.9%0.005%
2/17/2026Atom Investors LP134,053$2.07M0.2%N/A0.104%
2/17/2026State of Wisconsin Investment Board151,504$2.34M0.0%+0.4%0.117%
2/17/2026Royal Bank of Canada9,830$152K0.0%-20.7%0.008%
2/16/2026Verition Fund Management LLC281,196$4.34M0.0%+66.8%0.217%
2/16/2026Barclays PLC246,966$3.82M0.0%-74.9%0.191%
2/13/2026Marshall Wace LLP30,814$476K0.0%-19.4%0.024%
2/13/2026Quinn Opportunity Partners LLC413,860$6.39M0.3%+2.7%0.320%
2/13/2026CANADA LIFE ASSURANCE Co10,023$155K0.0%-47.0%0.008%
2/13/2026Hudson Bay Capital Management LP605,455$9.35M0.0%+78.3%0.468%
2/13/2026Sirios Capital Management L P51,186$791K0.1%-86.3%0.040%
2/13/2026Headlands Technologies LLC28,978$448K0.0%-27.8%0.022%
2/13/2026Charles Schwab Investment Management Inc.990,648$15.31M0.0%+6.4%0.766%
2/13/2026State Street Corp1,872,877$28.94M0.0%+1.0%1.448%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,100,546$17.00M0.0%+5.3%0.851%
2/13/2026Wells Fargo & Company MN91,501$1.41M0.0%+44.0%0.071%
2/12/2026Jane Street Group LLC287,376$4.44M0.0%+10.5%0.222%
SpaceX is worth trillions. This one's $14. (Ad)

It is not SpaceX, Tesla, Starlink, or Neuralink. But Elon's rocket company shows up in this stock's paperwork, and anyone with a brokerage account can buy shares for about 14 dollars. When SpaceX went public, roughly 4,400 employees became what Dylan Jovine calls the first wave of Space Millionaires. He believes a second wave begins December 8th, when the lockup ends.tc pixel

Get the name and ticker before the December 8 lockup ends
2/12/2026HRT Financial LP17,700$273K0.0%-79.4%0.014%
2/12/2026Dimensional Fund Advisors LP4,906,580$75.81M0.0%+1.0%3.794%
2/12/2026Swiss National Bank151,800$2.35M0.0%+1.8%0.117%
2/12/2026Nuveen LLC165,747$2.56M0.0%-2.4%0.128%
2/11/2026Empowered Funds LLC161,419$2.49M0.0%+1,340.9%0.125%
2/11/2026Deutsche Bank AG159,907$2.47M0.0%+154.8%0.124%
2/11/2026Cerity Partners LLC30,005$464K0.0%N/A0.023%
2/11/2026LPL Financial LLC25,407$393K0.0%+6.6%0.020%
2/11/2026Clearbridge Investments LLC4,228,451$65.33M0.1%-0.3%3.269%
2/10/2026TD Asset Management Inc16,180$250K0.0%-18.5%0.013%


SGRY Institutional Ownership - Frequently Asked Questions

During the previous two years, 214 institutional investors and hedge funds held shares of Surgery Partners. The most heavily invested institutionals were FMR LLC ($344.69M), Jupiter Topco LLC ($233.22M), Pentwater Capital Management LP ($195.38M), Wellington Management Group LLP ($168.43M), Janus Henderson Group PLC ($161.40M), King Street Capital Management L.P. ($138.38M), and UBS Group AG ($120.57M).Learn more on Surgery Partners' institutional investors.

Of the 188 institutional investors that purchased Surgery Partners' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pentwater Capital Management LP ($19.05M), Jupiter Topco LLC ($13.88M), Janus Henderson Group PLC ($7.75M), BlackRock Inc. ($6.24M), Hsbc Holdings PLC ($5.97M), UBS Group AG ($5.35M), and King Street Capital Management L.P. ($4.03M).

Institutional investors have bought a total of 65,228,956 shares in the last 24 months. This purchase volume represents approximately $1.12B in transactions.

Of the 56 institutional investors that sold Surgery Partners' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pentwater Capital Management LP ($1.68M), Invesco Ltd. ($1.58M), Farallon Capital Management LLC ($1.05M), Irenic Capital Management LP ($1.05M), Barclays PLC ($735.07K), T. Rowe Price Investment Management Inc. ($508.60K), and Twin Securities Inc. ($368.84K).

Institutional investors have sold a total of 9,087,032 shares in the last 24 months. This volume of shares sold represents approximately $152.36M in transactions.


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Institutional ownership data for NASDAQ:SGRY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/23/2026. New 13F filings are added each quarter as they're published.
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