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Surgery Partners (SGRY) Institutional Ownership

Surgery Partners logo
$16.01 +0.48 (+3.11%)
As of 10:06 AM Eastern
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Institutional Ownership Changes (13F Filings) for Surgery Partners (NASDAQ:SGRY)

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$694.19M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$187.67M
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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
8/7/2026 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%
6/3/2026NewEdge 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%
5/8/2026 PNC 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%
5/7/2026Swiss 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%
5/5/2026Sanctuary 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%
4/30/2026Hsbc Holdings PLC1,915,668$22.57M0.0%-0.8%1.465%
4/23/2026Inspire 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%
3/20/2026Hsbc 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%
2/18/2026Inspire 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%
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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%
2/17/2026 Russell 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%
2/13/2026 State 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%
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%
2/11/2026 Deutsche Bank AG159,907$2.47M0.0%+154.8%0.124%
2/11/2026Cerity Partners LLC30,005$464K0.0%N/A0.023%
2/11/2026 LPL Financial LLC25,407$393K0.0%+6.6%0.020%
2/11/2026Clearbridge Investments LLC4,228,451$65.33M0.1%-0.3%3.269%
2/10/2026 TD Asset Management Inc16,180$250K0.0%-18.5%0.013%
2/10/2026Goldman Sachs Group Inc.1,959,686$30.28M0.0%+528.2%1.515%
2/10/2026Clear Harbor Asset Management LLC39,451$610K0.0%+30.2%0.031%
2/10/2026Norges Bank223,742$3.46M0.0%N/A0.173%
2/9/2026Geode Capital Management LLC1,943,449$30.03M0.0%+0.6%1.503%
2/6/2026 Covestor Ltd5,246$81K0.0%-14.4%0.004%
2/6/2026ProShare Advisors LLC14,135$218K0.0%+6.9%0.011%
2/5/2026Gabelli Funds LLC181,897$2.81M0.0%-23.2%0.141%
2/3/2026 Pier Capital LLC324,834$5.02M0.8%-1.2%0.251%
2/2/2026Wolverine Asset Management LLC76,529$1.18M0.0%+15.0%0.059%
1/29/2026UBS Group AG7,803,974$120.57M0.0%+111.4%6.034%
1/29/2026Sanctuary Advisors LLC28,488$440K0.0%+4.5%0.022%
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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%
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank26,148$404K0.0%+61.7%0.020%
1/27/2026 Bayforest Capital Ltd11,169$173K0.1%-37.0%0.009%
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%
1/1/2026JPMorgan 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%


SGRY Institutional Ownership - Frequently Asked Questions

During the previous two years, 216 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 192 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), BlackRock Inc. ($6.24M), UBS Group AG ($5.35M), King Street Capital Management L.P. ($4.03M), Point72 Asset Management L.P. ($2.44M), and TIG Advisors LLC ($2.34M).

Institutional investors have bought a total of 37,756,129 shares in the last 24 months. This purchase volume represents approximately $694.19M in transactions.

Of the 67 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 10,649,003 shares in the last 24 months. This volume of shares sold represents approximately $187.67M 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 8/7/2026. New 13F filings are added each quarter as they're published.
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