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Surgery Partners (SGRY) Institutional Ownership

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$14.05 +0.10 (+0.72%)
Closing price 04:00 PM Eastern
Extended Trading
$14.04 -0.01 (-0.04%)
As of 04:20 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)
89
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$157.72M
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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
8/24/2026California State Teachers Retirement System1,717,800$28.86M0.0%+1,411.2%1.312%
8/22/2026 TD Waterhouse Canada Inc.166,411$2.76M0.0%+19.8%0.127%
8/20/2026 Penn Capital Management Company LLC175,083$2.94M0.2%N/A0.134%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,471,492$24.72M0.0%-7.4%1.124%
8/19/2026 Hsbc Holdings PLC2,958,912$48.91M0.0%+54.5%2.260%
8/18/2026 Empowered Funds LLC12,858$216K0.0%N/A0.010%
8/18/2026 Public Employees Retirement System of Ohio2,260$38K0.0%N/A0.002%
8/17/2026 One68 Global Capital LLC27,000$454K1.0%N/A0.021%
8/17/2026 Corient Private Wealth LP72,056$1.21M0.0%N/A0.055%
8/17/2026 Pentwater Capital Management LP11,630,000$195.38M1.2%N/A8.883%
8/17/2026 Bank of America Corp DE1,212,766$20.37M0.0%N/A0.926%
8/15/2026 Man Group plc697,552$11.72M0.0%N/A0.533%
8/15/2026 Jupiter Topco LLC13,882,155$233.22M0.1%N/A10.604%
8/14/2026 Hsbc Holdings PLC2,958,912$48.91M0.0%N/A2.260%
8/14/2026 Whitefort Capital Management LP901,332$15.14B3.7%N/A0.688%
8/14/2026 Legal & General Group Plc71,702$1.21M0.0%N/A0.055%
8/14/2026 The Manufacturers Life Insurance Company 653,470$10.98M0.0%N/A0.499%
8/13/2026 Sanctuary Advisors LLC27,960$470K0.0%N/A0.021%
8/7/2026 BlackRock Inc.6,241,503$104.86M0.0%N/A4.772%
8/7/2026 Deutsche Bank AG88,977$1.50M0.0%N/A0.068%
8/6/2026 Bank of New York Mellon Corp320,206$5.38M0.0%N/A0.245%
8/6/2026 State of Wyoming15,571$262K0.0%N/A0.012%
6/3/2026 NewEdge Advisors LLC8,550$102K0.0%-18.6%0.007%
5/19/2026 Bank 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%
5/19/2026 Irenic 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%
5/18/2026 Royal Bank of Canada6,584$79K0.0%-33.0%0.005%
5/18/2026 Rock Springs Capital Management LP208,000$2.48M0.1%-32.9%0.159%
5/18/2026 Empowered Funds LLC108,491$1.29M0.0%-32.8%0.083%
5/16/2026 The Manufacturers Life Insurance Company638,047$7.61M0.0%+0.2%0.488%
5/16/2026 Quantinno Capital Management LP82,520$984K0.0%+435.0%0.063%
5/15/2026 Entropy Technologies LP19,686$235K0.0%N/A0.015%
5/14/2026 Gabelli Funds LLC101,197$1.21M0.0%-44.4%0.077%
5/13/2026 First Trust Advisors LP40,738$486K0.0%N/A0.031%
5/8/2026 PNC Financial Services Group Inc.2,907$35K0.0%+239.6%0.002%
5/7/2026 Dimensional Fund Advisors LP5,296,411$63.13M0.0%+7.9%4.049%
5/7/2026 Swiss National Bank153,500$1.83M0.0%+1.1%0.117%
5/5/2026 Bank of New York Mellon Corp301,021$3.59M0.0%-2.4%0.230%
5/5/2026 Sanctuary Advisors LLC27,074$323K0.0%-5.0%0.021%
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5/4/2026 Principal Financial Group Inc.140,574$1.68M0.0%+15.7%0.107%
5/1/2026 Fifth Third Bancorp4,068$48K0.0%+5,324.0%0.003%
4/30/2026 Hsbc 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%
4/16/2026 SG Americas Securities LLC258,141$3.08M0.0%-54.5%0.199%
3/20/2026 Hsbc Holdings PLC1,931,577$30.15M0.0%+104.2%1.492%
3/6/2026 Hsbc Holdings PLC1,931,577$30.15M0.0%+104.2%1.492%
2/26/2026 Alpine Global Management LLC11,341$175K0.0%N/A0.009%
2/19/2026 T. Rowe Price Investment Management Inc.474,323$7.33M0.0%-5.0%0.367%
2/19/2026 Invesco Ltd.183,362$2.83M0.0%-89.6%0.142%
2/18/2026 Empowered Funds LLC161,419$2.49M0.0%+1,340.9%0.125%
2/18/2026 One68 Global Capital LLC24,000$371K4.4%N/A0.019%
2/18/2026 Man Group plc328,794$5.08M0.0%N/A0.254%
2/18/2026 Inspire Investing LLC30,073$465K0.0%+45.4%0.023%
2/18/2026 Irenic 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%
2/18/2026 CastleKnight Management LP200,700$3.10M0.1%+135.8%0.155%
2/18/2026 Clearline Capital LP199,876$3.09M0.2%N/A0.155%
2/18/2026 Bridgeway Capital Management LLC150,192$2.32M0.0%N/A0.116%
2/18/2026 AYAL Capital Advisors Ltd225,000$3.48M1.2%+80.0%0.174%
2/17/2026 Whitefort Capital Management LP600,000$9.27M2.4%+61.7%0.464%
2/17/2026 Jain Global LLC174,114$2.69M0.0%N/A0.135%
2/17/2026 TIG Advisors LLC364,373$5.63M0.3%N/A0.282%
2/17/2026 Pentwater Capital Management LP10,000,000$154.50M0.8%-14.4%7.732%
2/17/2026 Price T Rowe Associates Inc. MD86,646$1.34M0.0%+10.4%0.067%
2/17/2026 T. Rowe Price Investment Management Inc.15,337$237K0.0%-96.9%0.012%
2/17/2026 Rock Springs Capital Management LP310,000$4.79M0.2%N/A0.240%
2/17/2026 Weiss 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%
2/17/2026 Russell Investments Group Ltd.6,126$95K0.0%-71.9%0.005%
2/17/2026 Atom Investors LP134,053$2.07M0.2%N/A0.104%
2/17/2026 State of Wisconsin Investment Board151,504$2.34M0.0%+0.4%0.117%
2/17/2026 Royal Bank of Canada9,830$152K0.0%-20.7%0.008%
2/16/2026 Verition Fund Management LLC281,196$4.34M0.0%+66.8%0.217%
2/16/2026 Barclays PLC246,966$3.82M0.0%-74.9%0.191%
2/13/2026 Marshall Wace LLP30,814$476K0.0%-19.4%0.024%
2/13/2026 Quinn Opportunity Partners LLC413,860$6.39M0.3%+2.7%0.320%
2/13/2026 CANADA LIFE ASSURANCE Co10,023$155K0.0%-47.0%0.008%
2/13/2026 Hudson Bay Capital Management LP605,455$9.35M0.0%+78.3%0.468%
2/13/2026 Sirios Capital Management L P51,186$791K0.1%-86.3%0.040%
2/13/2026 Headlands Technologies LLC28,978$448K0.0%-27.8%0.022%
2/13/2026 Charles Schwab Investment Management Inc.990,648$15.31M0.0%+6.4%0.766%
2/13/2026 State Street Corp1,872,877$28.94M0.0%+1.0%1.448%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,100,546$17.00M0.0%+5.3%0.851%
2/13/2026 Wells Fargo & Company MN91,501$1.41M0.0%+44.0%0.071%
2/12/2026 Jane Street Group LLC287,376$4.44M0.0%+10.5%0.222%
2/12/2026 HRT Financial LP17,700$273K0.0%-79.4%0.014%
2/12/2026 Dimensional Fund Advisors LP4,906,580$75.81M0.0%+1.0%3.794%
2/12/2026 Swiss National Bank151,800$2.35M0.0%+1.8%0.117%
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2/12/2026 Nuveen LLC165,747$2.56M0.0%-2.4%0.128%
2/11/2026 Empowered Funds LLC161,419$2.49M0.0%+1,340.9%0.125%
2/11/2026 Deutsche Bank AG159,907$2.47M0.0%+154.8%0.124%
2/11/2026 Cerity Partners LLC30,005$464K0.0%N/A0.023%
2/11/2026 LPL Financial LLC25,407$393K0.0%+6.6%0.020%
2/11/2026 Clearbridge Investments LLC4,228,451$65.33M0.1%-0.3%3.269%
2/10/2026 TD Asset Management Inc16,180$250K0.0%-18.5%0.013%
2/10/2026 Goldman Sachs Group Inc.1,959,686$30.28M0.0%+528.2%1.515%
2/10/2026 Clear Harbor Asset Management LLC39,451$610K0.0%+30.2%0.031%
2/10/2026 Norges Bank223,742$3.46M0.0%N/A0.173%


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 Whitefort Capital Management LP ($15.14B), 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), and King Street Capital Management L.P. ($138.38M).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 66,691,796 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

Of the 57 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 9,330,408 shares in the last 24 months. This volume of shares sold represents approximately $157.72M 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 8/24/2026. New 13F filings are added each quarter as they're published.
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