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Surgery Partners (SGRY) Institutional Ownership

Surgery Partners logo
$13.69 -0.23 (-1.65%)
Closing price 05/19/2026 04:00 PM Eastern
Extended Trading
$13.80 +0.11 (+0.80%)
As of 05/19/2026 07:56 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.

Institutional Ownership Changes (13F Filings) for Surgery Partners (NASDAQ:SGRY)

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$598.42M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$193.29M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE1,239,982$14.78M0.0%+97.9%0.948%
5/19/2026 Janus 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%
5/18/2026 California 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 Company 638,047$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%
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%
2/18/2026 Janus 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%
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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%
2/17/2026 California 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%
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%
2/9/2026 Geode Capital Management LLC1,943,449$30.03M0.0%+0.6%1.503%
2/6/2026 Covestor Ltd5,246$81K0.0%-14.4%0.004%
2/6/2026 ProShare Advisors LLC14,135$218K0.0%+6.9%0.011%
2/5/2026 Gabelli Funds LLC181,897$2.81M0.0%-23.2%0.141%
2/3/2026 Pier Capital LLC324,834$5.02M0.8%-1.2%0.251%
2/2/2026 Wolverine Asset Management LLC76,529$1.18M0.0%+15.0%0.059%
1/29/2026 UBS Group AG7,803,974$120.57M0.0%+111.4%6.034%
1/29/2026 Sanctuary Advisors LLC28,488$440K0.0%+4.5%0.022%
1/29/2026Vanguard Group Inc.7,565,905$116.89M0.0%-0.6%5.850%
1/28/2026 Arizona State Retirement System21,312$329K0.0%-6.3%0.016%
1/27/2026 TD Waterhouse Canada Inc.115,338$1.78M0.0%+108.7%0.089%
1/27/2026 Zurcher Kantonalbank Zurich Cantonalbank26,148$404K0.0%+61.7%0.020%
1/27/2026 Bayforest Capital Ltd11,169$173K0.1%-37.0%0.009%
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1/21/2026 Sivik Global Healthcare LLC200,000$3.09M0.9%-9.1%0.155%
1/16/2026 FNY Investment Advisers LLC6,500$100K0.0%-36.5%0.005%
1/9/2026 SG Americas Securities LLC566,976$8.76M0.0%+3,229.1%0.438%
1/1/2026 JPMorgan Chase & Co.323,932$7.01M0.0%+67.4%0.250%
12/15/2025 FNY Investment Advisers LLC10,229$221K0.1%+97.0%0.008%
12/15/2025 Hudson Bay Capital Management LP339,609$7.35M0.0%-28.2%0.263%
11/19/2025 Caitong International Asset Management Co. Ltd2,287$49K0.0%+45,640.0%0.002%
11/17/2025 Dark Forest Capital Management LP117,474$2.54M0.1%-12.0%0.091%
11/17/2025 Verition Fund Management LLC168,543$3.65M0.0%-34.5%0.130%
11/17/2025 Prelude Capital Management LLC61,205$1.32M0.1%-4.3%0.047%


SGRY Institutional Ownership - Frequently Asked Questions

During the previous two years, 217 institutional investors and hedge funds held shares of Surgery Partners. The most heavily invested institutionals were FMR LLC ($344.69M), Wellington Management Group LLP ($168.43M), Janus Henderson Group PLC ($161.40M), Pentwater Capital Management LP ($154.50M), King Street Capital Management L.P. ($138.38M), UBS Group AG ($120.57M), and Vanguard Group Inc. ($116.89M).Learn more on Surgery Partners' institutional investors.

Of the 193 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: Janus Henderson Group PLC ($7.75M), Pentwater Capital Management LP ($7.42M), UBS Group AG ($5.35M), King Street Capital Management L.P. ($4.03M), Dimensional Fund Advisors LP ($2.58M), Point72 Asset Management L.P. ($2.44M), and TIG Advisors LLC ($2.34M).

Institutional investors have bought a total of 31,819,744 shares in the last 24 months. This purchase volume represents approximately $598.42M in transactions.

Of the 71 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 10,897,237 shares in the last 24 months. This volume of shares sold represents approximately $193.29M in transactions.



This page (NASDAQ:SGRY) was last updated on 5/20/2026 by MarketBeat.com Staff.
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