Surgery PartnersSGRY
13F holders, Q3 2024 (September 30)185holders +5
34new positions
29sold out
4famous investors
$32.23avg. 13F price*
At the end of Q3 2024, 185 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, up 5 from Q2 2024. 34 opened new positions and 29 sold out. The largest holders were Bain Capital Investors LLC ($1.6B), FMR LLC ($590.4M) and Wellington Management Group LLP ($317.4M). 4 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Surgery Partners Inc.
- CUSIP
- 86881A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $80.3M |
| Exits | 29 | $101.4M |
All 13F filers, Q2 2024 → Q3 2024: 9,041,390 shares bought and 13,143,496 shares sold, net −4,102,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Bain Capital Investors LLC | 42.12% | No change | 49,946,972 | $1.6B |
| FMR LLC | 0.04% | Add +3.1% | 18,311,867 | $590.4M |
| Wellington Management Group LLP | 0.06% | Reduce -5.9% | 9,846,001 | $317.4M |
| BlackRock, Inc. | 0.01% | — | 7,652,504 | $246.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.3% | 7,446,133 | $240.1M |
| Janus Henderson Group PLC | 0.09% | Add +27.5% | 5,497,368 | $177.2M |
| Clearbridge Investments, LLC | 0.11% | Reduce -19.4% | 4,501,055 | $145.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.6% | 3,014,049 | $97.2M |
| Invesco Ltd. | 0.02% | Add +174.5% | 2,770,330 | $89.3M |
| Geode Capital Management, LLC | 0.00% | Add +2.4% | 1,864,346 | $60.1M |
| State Street Corp. | 0.00% | Reduce -0.6% | 1,799,054 | $58.0M |
| Deerfield Management Company, L.P. | 0.95% | Reduce -62.2% | 1,780,287 | $57.4M |
| King Street Capital Management, L.P. | 41.38% | New | 1,450,000 | $46.7M |
| Victory Capital Management Inc. | 0.04% | Add +140.4% | 1,330,399 | $42.9M |
| Ameriprise Financial Inc. | 0.01% | Add +161.0% | 1,157,188 | $37.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -27.2% | 1,076,564 | $34.7M |
| E. Ohman J:or Asset Management AB | 0.71% | Add +31.0% | 886,088 | $28.6M |
| Avidity Partners Management LP | 1.36% | Reduce -36.7% | 827,000 | $26.7M |
| Norges Bank | 0.00% | Reduce -3.0% | 817,369 | $26.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.3% | 772,746 | $24.9M |
| Northern Trust Corp. | 0.00% | Add +4.3% | 746,133 | $24.1M |
| ThornTree Capital Partners LP | 4.96% | Reduce -26.3% | 736,999 | $23.8M |
| Silvercrest Asset Management Group LLC | 0.15% | Add +50.9% | 689,024 | $22.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +41.3% | 687,283 | $22.2M |
| Mesirow Institutional Investment Management, Inc. | 1.48% | Add +16.0% | 599,861 | $19.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.3% | 578,548 | $18.7M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 555,035 | $17.9M |
| Columbus Hill Capital Management, L.P. | 3.81% | No change | 541,046 | $17.4M |
| Point72 Asset Management | 0.06% | Reduce -56.3% | 537,915 | $17.3M |
| WCM Investment Management, LLC | 0.04% | Add +0.3% | 522,084 | $16.7M |
| Royce & Associates LP | 0.15% | Add +12.2% | 510,261 | $16.5M |
| Walleye Capital LLC | 0.19% | Add +27.6% | 499,394 | $16.1M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 445,460 | $14.4M |
| American Century Companies Inc. | 0.01% | New | 432,222 | $13.9M |
| Susquehanna International Group, LLP | 0.02% | Reduce -26.2% | 408,676 | $13.2M |
| Pier Capital, LLC | 1.50% | Add +0.5% | 329,882 | $10.6M |
| Segall Bryant & Hamill, LLC | 0.13% | Reduce -3.9% | 303,467 | $9.8M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -45.4% | 292,736 | $9.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.7% | 289,589 | $9.3M |
| Ardsley Advisory Partners LP | 1.56% | Add +34.2% | 255,000 | $8.2M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -19.5% | 249,178 | $8.0M |
| Kennedy Capital Management LLC | 0.18% | Reduce -39.8% | 247,055 | $8.0M |
| Sivik Global Healthcare LLC | 3.16% | Reduce -8.0% | 230,000 | $7.4M |
| Lombard Odier Asset Management (Europe) Ltd | 0.43% | Add +14.3% | 200,000 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.0% | 189,436 | $6.1M |
| Dimension Capital Management LLC | 1.05% | Reduce -18.0% | 172,598 | $5.6M |
| Shay Capital LLC | 1.57% | New | 165,000 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Add +9.4% | 150,917 | $4.9M |
| UBS Group AG | 0.00% | Add +0.4% | 148,138 | $4.8M |
| Swiss National Bank | 0.00% | No change | 137,100 | $4.4M |
| Holocene Advisors, LP | 0.02% | Add +34.4% | 131,504 | $4.2M |
| Barclays PLC | 0.00% | Reduce -62.1% | 129,133 | $4.2M |
| Jane Street Group, LLC | 0.01% | Reduce -49.5% | 123,972 | $4.0M |
| Rhumbline Advisers | 0.00% | Reduce -6.0% | 120,264 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +2.8% | 103,695 | $3.3M |
| Alliancebernstein L.P. | 0.00% | Add +3.6% | 93,308 | $3.0M |
| Thornburg Investment Management Inc. | 0.04% | Reduce -2.2% | 91,031 | $2.9M |
| Deutsche Bank AG | 0.00% | Add +15.4% | 80,172 | $2.6M |
| Redwood Investments, LLC | 0.75% | Reduce -18.8% | 78,496 | $2.5M |
| Legal & General Group Plc | 0.00% | Add +10.2% | 75,500 | $2.4M |
| MIdWestOne Financial Group, Inc. | 0.33% | Add +3.8% | 73,502 | $2.4M |
| Dark Forest Capital Management LP | 0.28% | Add +64.7% | 68,394 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 66,627 | $2.1M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 66,028 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 66,028 | $2.1M |
| Tranquility Partners, LLC | 0.72% | No change | 61,892 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 61,033 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -84.0% | 60,817 | $2.0M |
| Raymond James & Associates | 0.00% | Reduce -12.8% | 60,039 | $1.9M |
| Sterling Capital Management LLC | 0.02% | — | 59,371 | $1.9M |
| Citigroup Inc. | 0.00% | Add +170.3% | 57,604 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +30.9% | 57,347 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +4.5% | 56,148 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +16.0% | 53,855 | $1.7M |
| Hudson Bay Capital Management LP | 0.01% | New | 52,717 | $1.7M |
| NFJ Investment Group, LLC | 0.05% | New | 52,368 | $1.7M |
| Moore Capital Management, LP | 0.05% | Reduce -33.3% | 50,000 | $1.6M |
| Principal Financial Group Inc. | 0.00% | New | 45,552 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -45.6% | 44,601 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | No change | 44,343 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.7% | 42,038 | $1.4M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 41,064 | $1.3M |
| Baron Capital (BAMCO) | 0.00% | Reduce -52.9% | 40,000 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | No change | 39,363 | $1.3M |
| ClariVest Asset Management LLC | 0.13% | No change | 53,244 | $1.3M |
| Sei Investments Co. | 0.00% | Add +30.5% | 38,333 | $1.2M |
| Centiva Capital, LP | 0.05% | Add +130.5% | 37,600 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -37.1% | 31,607 | $1.0M |
| Alberta Investment Management Corp | 0.01% | New | 29,353 | $946K |
| Cannon Global Investment Management, LLC | 2.24% | Add +61.1% | 29,000 | $935K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.7% | 27,753 | $895K |
| Voya Investment Management LLC | 0.00% | Reduce -2.0% | 24,948 | $804K |
| Jefferies Financial Group Inc. | 0.01% | New | 24,811 | $800K |
| New York State Common Retirement Fund | 0.00% | Reduce -23.8% | 23,438 | $756K |
| Wolverine Asset Management LLC | 0.07% | No change | 23,193 | $748K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -93.2% | 23,169 | $747K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -51.2% | 22,930 | $739K |
| Two Sigma Investments, LP | 0.00% | Add +6.1% | 22,389 | $722K |
| Mackenzie Financial Corp. | 0.00% | Add +6.9% | 21,375 | $689K |
| Franklin Resources Inc. | 0.00% | Add +19.6% | 21,324 | $677K |
"% of holder's portfolio" is SGRY's weight in each manager's 13F, not the share of Surgery Partners Inc. the manager owns.