SURGERY PARTNERS INC (SGRY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
181
Reporting holders
$2.6B
Reported value
116.7%
Of shares outstanding
0.5%
Held as options
+8
Holder change
Institutions report 152,738,217 shares against 130,918,260 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | $839.1M | 49,946,972 | 17.42% | 31q | HELD |
| Jupiter Topco LLC | $233.2M | 13,882,155 | 0.10% | new | FIRST |
| Pentwater Capital Management LP | $195.4M | 11,630,000 | 1.19% | 7q | -8.1%-$17.2M |
| UBS Group AG | $144.0M | 8,573,413 | 0.02% | 31q | -15.9%-$27.2M |
| BlackRock, Inc. | $104.9M | 6,241,503 | 0.00% | 8q | +10.3%+$9.8M |
| KING STREET CAPITAL MANAGEMENT, L.P. | $101.8M | 6,058,141 | 53.66% | 8q | -40.8%-$70.1M |
| DIMENSIONAL FUND ADVISORS LP | $83.1M | 4,943,713 | 0.02% | 31q | -6.7%-$5.9M |
| Clearbridge Investments, LLC | $64.2M | 3,823,179 | 0.05% | 31q | -7.2%-$5.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $62.8M | 3,737,712 | 0.00% | 2q | +3.0%+$1.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $59.0M | 3,509,535 | 0.00% | 2q | +2.3%+$1.3M |
| Davidson Kempner Capital Management LP | $56.1M | 3,336,464 | 0.67% | 3q | HELD |
| HSBC HOLDINGS PLC | $48.9M | 2,958,912 | 0.02% | 12q | +54.5%+$17.2M |
| FMR LLC | $36.1M | 2,149,009 | 0.00% | 30q | -1.9%-$713.3K |
| STATE STREET CORP | $36.0M | 2,140,905 | 0.00% | 31q | +9.6%+$3.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $35.6M | 2,116,579 | 0.00% | 31q | +5.7%+$1.9M |
| LMR Partners LLP | $26.2M | 1,360,587 | 0.10% | 3q | +23.7%+$5.0M |
| NOMURA HOLDINGS INC | $25.6M | 1,525,108 | 0.03% | 6q | +110.9%+$13.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $24.7M | 1,471,492 | 0.00% | 25q | -7.4%-$2.0M |
| MORGAN STANLEY | $20.7M | 1,232,751 | 0.00% | 35q | +21.8%+$3.7M |
| BANK OF AMERICA CORP /DE/ | $20.4M | 1,212,766 | 0.00% | 31q | -2.2%-$457.2K |
| VICTORY CAPITAL MANAGEMENT INC | $18.2M | 1,083,812 | 0.01% | 26q | +42.5%+$5.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18.2M | 1,081,600 | 0.00% | 31q | -2.3%-$430.9K |
| Sixth Street Partners Management Company, L.P. | $18.2M | 1,081,600 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $18.1M | 1,079,626 | 0.00% | 31q | -15.7%-$3.4M |
| Hein Park Capital Management LP | $18.0M | 1,068,621 | 35.74% | new | NEW |
| Varde Management, L.P. | $16.9M | 1,003,447 | 24.64% | 2q | +32.8%+$4.2M |
| Whitefort Capital Management, LP | $15.1M | 901,332 | 3.73% | 5q | -1.1%-$164.7K |
| RAYMOND JAMES FINANCIAL INC | $14.6M | 867,776 | 0.00% | 7q | +8.8%+$1.2M |
| OAKTREE CAPITAL MANAGEMENT LP | $14.5M | 862,588 | 0.20% | new | NEW |
| Sea Cliff Partners Management, LP | $14.2M | 845,864 | 6.30% | 3q | -18.7%-$3.3M |
| NORTHERN TRUST CORP | $12.5M | 741,577 | 0.00% | 31q | +9.3%+$1.1M |
| Man Group plc | $11.7M | 697,552 | 0.02% | 3q | -26.3%-$4.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.0M | 653,470 | 0.01% | 29q | +2.4%+$259.1K |
| KENNEDY CAPITAL MANAGEMENT LLC | $9.2M | 547,967 | 0.16% | 31q | +249.9%+$6.6M |
| VANGUARD FIDUCIARY TRUST CO | $8.5M | 508,254 | 0.00% | 2q | +3.8%+$313.8K |
| CITADEL ADVISORS LLC | $8.0M | 291,280 | 0.00% | 31q | -27.5%-$3.0M |
| DIMENSION CAPITAL MANAGEMENT LLC | $7.6M | 450,606 | 0.89% | 29q | -15.1%-$1.3M |
| Hudson Bay Capital Management LP | $7.2M | 426,592 | 0.02% | 8q | -29.8%-$3.0M |
| Quinn Opportunity Partners LLC | $5.4M | 323,860 | 0.25% | 6q | -21.7%-$1.5M |
| Pier Capital, LLC | $5.4M | 322,265 | 0.72% | 19q | HELD |
| Bank of New York Mellon Corp | $5.4M | 320,206 | 0.00% | 31q | +6.4%+$322.3K |
| JPMORGAN CHASE & CO | $5.4M | 320,288 | 0.00% | 31q | -4.8%-$269.6K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $3.7M | 218,805 | 0.27% | 5q | +688.7%+$3.2M |
| Invesco Ltd. | $3.4M | 203,358 | 0.00% | 31q | -2.7%-$93.5K |
| CastleKnight Management LP | $3.4M | 200,700 | 0.05% | 5q | HELD |
| Nuveen, LLC | $3.2M | 191,487 | 0.00% | 6q | +14.8%+$414.8K |
| Penn Capital Management Company, LLC | $2.9M | 175,083 | 0.19% | new | NEW |
| SIRIOS CAPITAL MANAGEMENT L P | $2.9M | 172,976 | 0.35% | 4q | -13.1%-$438.1K |
| Centiva Capital, LP | $2.8M | 5,000 | 0.02% | 9q | -97.6%-$115.3M |
| TD Waterhouse Canada Inc. | $2.8M | 166,411 | 0.01% | 5q | +19.8%+$457.5K |
| TD Asset Management Inc | $2.7M | 158,094 | 0.00% | 4q | +139.8%+$1.5M |
| Swiss National Bank | $2.6M | 155,800 | 0.00% | 31q | +1.5%+$38.6K |
| TUDOR INVESTMENT CORP ET AL | $2.6M | 153,926 | 0.00% | 2q | -43.0%-$2.0M |
| PRINCIPAL FINANCIAL GROUP INC | $2.5M | 150,939 | 0.00% | 8q | +7.4%+$174.1K |
| Corient Private Wealth LP | $2.4M | 144,112 | 0.00% | 2q | +100.9%+$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 109,264 | 0.00% | 30q | +131.0%+$1.4M |
| FIRST TRUST ADVISORS LP | $2.4M | 141,088 | 0.00% | 2q | +246.3%+$1.7M |
| Allianz Asset Management GmbH | $2.4M | 140,000 | 0.00% | new | NEW |
| Holocene Advisors, LP | $2.3M | 136,328 | 0.01% | 13q | +11.5%+$236.4K |
| RENAISSANCE TECHNOLOGIES LLC | $2.2M | 130,100 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $1.9M | 110,698 | 0.00% | 31q | -60.7%-$2.9M |
| RHUMBLINE ADVISERS | $1.8M | 104,565 | 0.00% | 31q | +4.7%+$79.6K |
| MARSHALL WACE, LLP | $1.6M | 95,362 | 0.00% | 4q | +643.5%+$1.4M |
| GABELLI FUNDS LLC | $1.5M | 91,197 | 0.01% | 6q | -9.9%-$168.0K |
| Quantinno Capital Management LP | $1.5M | 90,290 | 0.00% | 3q | +9.4%+$130.5K |
| DEUTSCHE BANK AG\ | $1.5M | 88,977 | 0.00% | 34q | +23.2%+$281.4K |
| Rock Springs Capital Management LP | $1.4M | 84,000 | 0.07% | 3q | -59.6%-$2.1M |
| WELLS FARGO & COMPANY/MN | $1.3M | 78,790 | 0.00% | 31q | +2.5%+$31.8K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.3M | 76,529 | 0.01% | 9q | HELD |
| Tranquility Partners, LLC | $1.3M | 74,923 | 0.43% | 24q | +10.1%+$115.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.2M | 72,569 | 0.00% | 2q | +23.7%+$233.5K |
| Legal & General Group Plc | $1.2M | 71,702 | 0.00% | 31q | +1.1%+$12.9K |
| MIRABELLA FINANCIAL SERVICES LLP | $1.1M | 65,430 | 0.11% | new | NEW |
| Balyasny Asset Management L.P. | $1.1M | 64,377 | 0.00% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $1.1M | 64,181 | 0.01% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $1.0M | 87,900 | 0.00% | 31q | HELD |
| DARK FOREST CAPITAL MANAGEMENT LP | $928.1K | 55,247 | 0.06% | 2q | -38.7%-$587.2K |
| Cerity Partners LLC | $848.1K | 50,485 | 0.00% | 3q | +0.9%+$7.7K |
| MOORE CAPITAL MANAGEMENT, LP | $840.0K | 50,000 | 0.01% | 11q | HELD |
| XTX Topco Ltd | $839.1K | 49,949 | 0.01% | 2q | +265.1%+$609.3K |
| MetLife Investment Management, LLC | $784.6K | 46,704 | 0.00% | 25q | +1.7%+$12.8K |
| Marble Bar Asset Management LLP | $782.7K | 46,589 | 0.54% | 3q | +194.3%+$516.8K |
| AQR CAPITAL MANAGEMENT LLC | $775.4K | 46,155 | 0.00% | 2q | +286.1%+$574.6K |
| CITIGROUP INC | $767.6K | 45,690 | 0.00% | 31q | +271.9%+$561.2K |
| One68 Global Capital, LLC | $737.3K | 42,786 | 0.79% | 3q | -4.9%-$38.2K |
| Crawford Fund Management, LLC | $722.4K | options only | 0.11% | 3q | OPTIONS |
| Russell Investments Group, Ltd. | $692.9K | 41,244 | 0.00% | 11q | +597.0%+$593.5K |
| Inspire Investing, LLC | $683.2K | 40,669 | 0.03% | 16q | -6.3%-$46.0K |
| ENVESTNET ASSET MANAGEMENT INC | $663.2K | 39,477 | 0.00% | 22q | +40.3%+$190.4K |
| LPL Financial LLC | $660.3K | 39,304 | 0.00% | 8q | +9.3%+$56.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $618.4K | 36,808 | 0.00% | 9q | +1.4%+$8.7K |
| SEI INVESTMENTS CO | $552.1K | 32,864 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $496.8K | 29,570 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $496.2K | 29,538 | 0.00% | 31q | +26.0%+$102.5K |
| Sanctuary Advisors, LLC | $469.7K | 27,960 | 0.00% | 8q | +3.3%+$14.9K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $439.3K | 26,148 | 0.00% | 31q | HELD |
| Police & Firemen's Retirement System of New Jersey | $409.0K | 24,347 | 0.00% | 7q | +13.8%+$49.5K |
| JONES FINANCIAL COMPANIES LLLP | $390.0K | 24,650 | 0.00% | 7q | +72.7%+$164.1K |
| BARCLAYS PLC | $384.0K | 22,858 | 0.00% | 31q | -49.3%-$374.1K |
| Counterpoint Mutual Funds LLC | $372.5K | 22,172 | 0.04% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | King Street Capital Management, L.P.with 2 co-filers | 4.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 181 | $2.6B | 152,738,217 | 37 | 67 | 45 | 0.5% |
| Q1 2026 | 173 | $1.9B | 156,832,239 | 30 | 59 | 44 | 1.9% |
| Q4 2025 | 164 | $2.5B | 157,338,149 | 26 | 48 | 57 | 0.9% |
| Q3 2025 | 186 | $3.4B | 150,776,885 | 31 | 60 | 59 | 4.2% |
| Q2 2025 | 187 | $3.3B | 143,910,157 | 36 | 74 | 53 | 3.8% |
| Q1 2025 | 196 | $3.4B | 140,032,029 | 57 | 48 | 61 | 2.3% |
| Q4 2024 | 173 | $3.0B | 141,067,480 | 27 | 66 | 50 | 0.8% |
| Q3 2024 | 171 | $4.5B | 137,645,209 | 32 | 56 | 56 | 0.5% |
| Q2 2024 | 166 | $3.4B | 140,946,397 | 27 | 74 | 43 | 0.6% |
| Q1 2024 | 167 | $4.1B | 136,325,725 | 30 | 68 | 40 | 1.1% |
| Q4 2023 | 159 | $4.3B | 134,213,020 | 27 | 71 | 41 | 0.6% |
| Q3 2023 | 146 | $3.9B | 132,816,193 | 24 | 61 | 36 | 0.5% |
| Q2 2023 | 150 | $5.9B | 131,022,362 | 32 | 65 | 36 | 0.5% |
| Q1 2023 | 131 | $3.1B | 88,710,039 | 18 | 52 | 35 | 0.2% |
| Q4 2022 | 132 | $1.9B | 66,373,351 | 41 | 58 | 19 | 0.5% |
| Q3 2022 | 134 | $2.2B | 93,916,097 | 19 | 54 | 30 | 0.7% |
| Q2 2022 | 135 | $2.7B | 92,375,925 | 18 | 58 | 32 | 0.4% |
| Q1 2022 | 149 | $5.0B | 90,692,360 | 25 | 51 | 42 | 0.6% |
| Q4 2021 | 138 | $4.8B | 88,433,431 | 26 | 52 | 28 | 0.8% |
| Q3 2021 | 140 | $3.5B | 81,052,598 | 28 | 40 | 42 | 1.2% |
| Q2 2021 | 137 | $5.5B | 80,625,742 | 28 | 45 | 44 | 1.6% |
| Q1 2021 | 121 | $2.6B | 57,623,338 | 26 | 45 | 37 | 2.2% |
| Q4 2020 | 116 | $1.4B | 47,984,216 | 24 | 36 | 36 | 1.3% |
| Q3 2020 | 104 | $1.1B | 47,512,294 | 24 | 29 | 37 | 2.0% |
| Q2 2020 | 100 | $559.0M | 48,246,882 | 28 | 25 | 29 | 0.2% |
| Q1 2020 | 87 | $307.0M | 47,069,979 | 17 | 29 | 20 | 0.0% |
| Q4 2019 | 99 | $720.9M | 45,879,391 | 21 | 26 | 30 | 0.0% |
| Q3 2019 | 89 | $356.6M | 48,250,651 | 17 | 35 | 18 | 0.0% |
| Q2 2019 | 91 | $389.1M | 47,684,689 | 18 | 34 | 21 | 0.2% |
| Q1 2019 | 83 | $542.4M | 48,023,609 | 15 | 27 | 21 | 0.1% |
| Q4 2018 | 80 | $467.9M | 47,792,216 | 2 | 2 | 2 | 0.0% |