Surgery PartnersSGRY

13F holders, Q4 2024 (December 31)
183holders −2
28new positions
34sold out
5famous investors
$21.17avg. 13F price*

At the end of Q4 2024, 183 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, down 2 from Q3 2024. 28 opened new positions and 34 sold out. The largest holders were Bain Capital Investors LLC ($1.1B), FMR LLC ($344.7M) and Janus Henderson Group PLC ($244.6M). 5 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Surgery Partners Inc.
CUSIP
86881A100
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 180Q1 2024Q2 2024: 180Q2 2024Q3 2024: 185Q3 2024Q4 2024: 183Q4 2024Q1 2025: 209Q1 2025Q2 2025: 202Q2 2025Q3 2025: 200Q3 2025Q4 2025: 181Q4 2025Q1 2026: 182Q1 2026Q2 2026: 187Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions28$55.7M
Exits34$126.7M

All 13F filers, Q3 2024 → Q4 2024: 17,003,791 shares bought and 13,741,146 shares sold, net +3,262,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 183 holders

Bain Capital Investors LLC 30.24% No change 49,946,972 $1.1B
FMR LLC 0.02% Reduce -11.1% 16,281,863 $344.7M
Janus Henderson Group PLC 0.12% Add +110.2% 11,554,845 $244.6M
BlackRock, Inc. 0.00% Add +1.3% 7,750,517 $164.1M
Vanguard Group Inc. 0.00% Add +2.3% 7,618,404 $161.3M
Wellington Management Group LLP 0.02% Reduce -39.8% 5,926,089 $125.5M
Clearbridge Investments, LLC 0.07% Reduce -5.9% 4,234,536 $89.6M
Dimensional Fund Advisors LP 0.02% Add +18.7% 3,577,861 $75.7M
King Street Capital Management, L.P. 24.40% Add +93.1% 2,800,000 $59.3M
Invesco Ltd. 0.01% Reduce -22.0% 2,161,904 $45.8M
State Street Corp. 0.00% Add +3.9% 1,869,110 $39.6M
Geode Capital Management, LLC 0.00% Reduce -0.6% 1,853,816 $39.3M
Point72 Asset Management 0.10% Add +224.7% 1,746,554 $37.0M
American Century Companies Inc. 0.02% Add +223.8% 1,399,756 $29.6M
Goldman Sachs Group Inc. 0.01% Add +17.9% 1,269,396 $26.9M
E. Ohman J:or Asset Management AB 0.61% Add +40.3% 1,243,111 $26.3M
Victory Capital Management Inc. 0.03% Reduce -6.7% 1,241,865 $26.3M
Hein Park Capital Management LP 19.06% New 1,139,227 $24.1M
Silvercrest Asset Management Group LLC 0.14% Add +44.9% 998,505 $21.1M
UBS Group AG 0.00% Add +568.4% 990,158 $21.0M
Charles Schwab Investment Management Inc. 0.00% Add +8.0% 834,417 $17.7M
Northern Trust Corp. 0.00% Add +2.1% 761,790 $16.1M
Norges Bank 0.00% Reduce -8.7% 746,169 $15.8M
Mesirow Institutional Investment Management, Inc. 1.10% Add +12.9% 677,464 $14.3M
Nuveen Asset Management, LLC 0.00% Reduce -18.0% 563,554 $11.9M
Hudson Bay Capital Management LP 0.08% Add +954.3% 555,767 $11.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.0% 555,154 $11.8M
Avidity Partners Management LP 1.09% Reduce -37.8% 514,200 $10.9M
WCM Investment Management, LLC 0.02% Reduce -1.9% 512,057 $10.5M
Raymond James Financial Inc. 0.00% — 478,488 $10.1M
Morgan Stanley 0.00% Add +3.9% 462,809 $9.8M
Pentwater Capital Management LP 0.16% New 425,000 $9.0M
Dimension Capital Management LLC 1.46% Add +144.8% 422,476 $8.9M
Troluce Capital Advisors LLC 0.87% New 409,154 $8.7M
Kennedy Capital Management LLC 0.18% Add +58.7% 392,087 $8.3M
Walleye Capital LLC 0.09% Reduce -21.8% 390,500 $8.3M
Pier Capital, LLC 1.16% Add +15.9% 382,493 $8.1M
Susquehanna International Group, LLP 0.01% Reduce -9.6% 369,557 $7.8M
Bank of New York Mellon Corp 0.00% Add +17.7% 340,776 $7.2M
Segall Bryant & Hamill, LLC 0.09% Reduce -1.3% 299,438 $6.3M
First Eagle Investment Management, LLC 0.01% Add +17.3% 292,278 $6.2M
Ardsley Advisory Partners LP 1.11% Add +6.0% 270,200 $5.7M
BNP Paribas Financial Markets 0.00% Add +1448.0% 257,213 $5.4M
Bank of America Corp. 0.00% Reduce -60.3% 220,276 $4.7M
Caption Management, LLC 0.18% New 208,033 $4.4M
Sivik Global Healthcare LLC 2.34% Reduce -13.0% 200,000 $4.2M
Lombard Odier Asset Management (Europe) Ltd 0.29% Reduce -0.5% 199,012 $4.2M
JPMorgan Chase & Co. 0.00% Reduce -0.3% 188,966 $4.0M
ExodusPoint Capital Management, LP 0.04% Add +686.8% 182,300 $3.9M
State of Wisconsin Investment Board 0.01% Add +8.8% 164,260 $3.5M
Barclays PLC 0.00% Add +9.3% 141,094 $3.0M
Swiss National Bank 0.00% No change 137,100 $2.9M
Voya Investment Management LLC 0.00% Add +411.9% 127,707 $2.7M
Rhumbline Advisers 0.00% Add +1.3% 121,852 $2.6M
Royal Bank of Canada 0.00% Reduce -0.6% 103,035 $2.2M
Centiva Capital, LP 0.08% Add +171.7% 102,150 $2.2M
LMR Partners LLP 0.05% New 101,800 $2.2M
Deutsche Bank AG 0.00% Add +20.4% 96,512 $2.0M
Alliancebernstein L.P. 0.00% No change 93,308 $2.0M
Citigroup Inc. 0.00% Add +61.8% 93,218 $2.0M
Thornburg Investment Management Inc. 0.03% Reduce -1.5% 89,687 $1.9M
Holocene Advisors, LP 0.01% Reduce -33.5% 87,511 $1.9M
Sterling Capital Management LLC 0.02% Add +41.6% 84,065 $1.8M
Freestone Grove Partners LP 0.02% — 79,211 $1.7M
Legal & General Group Plc 0.00% Add +3.0% 77,737 $1.6M
Redwood Investments, LLC 0.44% Reduce -2.1% 76,882 $1.6M
Jane Street Group, LLC 0.00% Reduce -42.5% 71,337 $1.5M
Boothbay Fund Management, LLC 0.05% New 68,442 $1.4M
Harbor Capital Advisors, Inc. 0.06% Add +25.2% 67,443 $1.4M
Alberta Investment Management Corp 0.01% Add +128.9% 67,180 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +8.8% 66,144 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% No change 66,028 $1.4M
California State Teachers Retirement System 0.00% Reduce -1.1% 65,864 $1.4M
Tranquility Partners, LLC 0.49% No change 61,892 $1.3M
Engineers Gate Manager LP 0.02% New 58,442 $1.2M
Wells Fargo & Company 0.00% Add +1.4% 56,931 $1.2M
Citadel Advisors 0.00% Add +472.1% 53,364 $1.1M
NFJ Investment Group, LLC 0.04% Reduce -1.2% 51,736 $1.1M
Moore Capital Management, LP 0.02% No change 50,000 $1.1M
Principal Financial Group Inc. 0.00% Add +8.8% 49,549 $1.0M
MetLife Investment Management, LLC 0.01% Add +6.0% 47,027 $996K
Versor Investments LP 0.17% Add +450.0% 46,200 $978K
Cubist Systematic Strategies, LLC 0.02% New 45,677 $967K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.6% 43,902 $929K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.9% 43,678 $925K
Sei Investments Co. 0.00% Add +13.9% 43,666 $924K
Two Sigma Investments, LP 0.00% Add +93.6% 43,338 $917K
Wesbanco Bank Inc. 0.03% No change 39,363 $833K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 38,182 $808K
Tudor Investment Corporation 0.01% New 34,954 $740K
Envestnet Asset Management Inc. 0.00% Add +17.9% 32,707 $692K
Intech Investment Management LLC 0.01% Add +60.1% 31,160 $660K
Sanctuary Advisors, LLC 0.00% Add +27.5% 24,778 $638K
NINE MASTS CAPITAL Ltd 0.12% New 28,648 $606K
MIdWestOne Financial Group, Inc. 0.08% Reduce -61.9% 27,984 $592K
HSBC Holdings PLC 0.00% Reduce -14.0% 27,182 $574K
Ameriprise Financial Inc. 0.00% Reduce -97.7% 26,570 $562K
Maven Securities LTD 0.09% New 25,000 $529K
Pathstone Holdings, LLC 0.00% Reduce -56.7% 24,833 $526K
Group One Trading LLC 0.02% Add +2015.0% 24,830 $526K

"% of holder's portfolio" is SGRY's weight in each manager's 13F, not the share of Surgery Partners Inc. the manager owns.

Show all 183 holders