Surgery PartnersSGRY

13F holders, Q1 2025 (March 31)
209holders +26
61new positions
35sold out
4famous investors
$23.77avg. 13F price*

At the end of Q1 2025, 209 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, up 26 from Q4 2024. 61 opened new positions and 35 sold out. The largest holders were Bain Capital Investors LLC ($1.2B), Janus Henderson Group PLC ($278.9M) and FMR LLC ($240.0M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions61$215.9M
Exits35$95.5M

All 13F filers, Q4 2024 → Q1 2025: 17,916,382 shares bought and 18,363,145 shares sold, net −446,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 209 holders

Bain Capital Investors LLC 30.54% No change 49,946,972 $1.2B
Janus Henderson Group PLC 0.15% Add +0.8% 11,643,051 $278.9M
FMR LLC 0.02% Reduce -37.9% 10,106,175 $240.0M
Vanguard Group Inc. 0.00% Reduce -5.9% 7,166,713 $170.2M
Wellington Management Group LLP 0.03% Add +19.7% 7,091,756 $168.4M
BlackRock, Inc. 0.00% Reduce -20.4% 6,173,007 $146.6M
King Street Capital Management, L.P. 32.10% Add +78.6% 5,000,000 $118.8M
Clearbridge Investments, LLC 0.09% Reduce -3.3% 4,094,558 $97.2M
Dimensional Fund Advisors LP 0.02% Add +1.7% 3,639,656 $86.4M
Pentwater Capital Management LP 0.91% Add +545.2% 2,742,000 $65.1M
TIG Advisors, LLC 3.06% New 1,974,838 $46.9M
Geode Capital Management, LLC 0.00% Add +2.8% 1,906,548 $45.3M
State Street Corp. 0.00% Reduce -2.3% 1,827,133 $43.4M
UBS Group AG 0.01% Add +70.7% 1,689,846 $40.1M
Invesco Ltd. 0.01% Reduce -27.5% 1,567,684 $37.2M
Hein Park Capital Management LP 17.93% Add +20.4% 1,371,702 $32.6M
Verition Fund Management LLC 0.16% New 1,155,945 $27.5M
E. Ohman J:or Asset Management AB 0.69% Reduce -12.6% 1,085,959 $25.8M
Charles Schwab Investment Management Inc. 0.00% Add +6.8% 890,816 $21.2M
Victory Capital Management Inc. 0.02% Reduce -29.9% 870,670 $20.7M
Northern Trust Corp. 0.00% Reduce -2.9% 739,815 $17.6M
Norges Bank 0.00% Reduce -3.9% 717,039 $17.0M
Goldman Sachs Group Inc. 0.00% Reduce -44.8% 700,180 $16.6M
Balyasny Asset Management L.P. 0.04% New 670,378 $15.9M
Raymond James Financial Inc. 0.01% Add +24.8% 597,162 $14.2M
Alpine Associates Management Inc. 0.71% New 570,075 $13.5M
Woodline Partners LP 0.08% New 525,400 $12.5M
WCM Investment Management, LLC 0.03% Reduce -0.5% 509,413 $12.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -7.8% 511,806 $12.2M
Hudson Bay Capital Management LP 0.08% Reduce -15.4% 470,000 $11.2M
HBK Investments L P 0.21% New 434,915 $10.3M
JPMorgan Chase & Co. 0.00% Add +115.7% 407,675 $9.7M
Taconic Capital Advisors LP 0.82% New 389,340 $9.2M
MetLife Investment Management, LLC 0.05% Add +715.8% 383,642 $9.1M
Bank of America Corp. 0.00% Add +67.3% 368,574 $8.8M
Harvest Management LLC 4.00% New 361,972 $8.6M
Morgan Stanley 0.00% Reduce -22.6% 358,373 $8.5M
Citadel Advisors 0.01% Add +561.5% 352,985 $8.4M
Bank of New York Mellon Corp 0.00% Add +0.3% 341,702 $8.1M
Twin Securities, Inc. 4.51% New 330,273 $7.8M
Nuveen, LLC 0.00% — 315,630 $7.5M
Dimension Capital Management LLC 1.31% Reduce -26.6% 309,976 $7.4M
BNP Paribas Financial Markets 0.01% Add +16.9% 300,704 $7.1M
Nomura Holdings Inc. 0.04% New 290,690 $6.9M
Jane Street Group, LLC 0.01% Add +283.1% 273,326 $6.5M
Ardsley Advisory Partners LP 1.38% Reduce -7.5% 250,000 $5.9M
Quinn Opportunity Partners LLC 0.41% New 242,716 $5.8M
Susquehanna International Group, LLP 0.01% Reduce -36.4% 235,078 $5.6M
Governors Lane LP 1.23% New 231,800 $5.5M
Kennedy Capital Management LLC 0.12% Reduce -44.8% 216,261 $5.1M
Squarepoint Ops LLC 0.01% New 208,037 $4.9M
Millennium Management 0.00% Add +1522.3% 202,274 $4.8M
Lombard Odier Asset Management (Europe) Ltd 0.43% No change 199,012 $4.7M
Caxton Associates LLP 0.15% — 183,183 $4.4M
Credit Industriel Et Commercial 0.98% New 183,001 $4.3M
Point72 Asset Management 0.01% Reduce -89.7% 179,893 $4.3M
Tudor Investment Corporation 0.04% Add +395.4% 173,164 $4.1M
Kintayl Capital LP 2.81% New 164,321 $3.9M
ExodusPoint Capital Management, LP 0.05% Reduce -16.8% 151,734 $3.6M
State of Wisconsin Investment Board 0.01% Reduce -8.5% 150,322 $3.6M
Segall Bryant & Hamill, LLC 0.05% Reduce -50.4% 148,433 $3.5M
Groupe la Francaise 0.07% New 146,999 $3.5M
Walleye Capital LLC 0.04% Reduce -62.7% 145,508 $3.5M
Gabelli Funds LLC 0.03% New 144,945 $3.4M
Swiss National Bank 0.00% Reduce -1.2% 135,500 $3.2M
Weiss Asset Management LP 0.12% New 126,647 $3.0M
Sivik Global Healthcare LLC 1.62% Reduce -37.5% 125,000 $3.0M
Rhumbline Advisers 0.00% Reduce -3.5% 117,627 $2.8M
Decagon Asset Management LLP 2.51% New 115,000 $2.7M
MIdWestOne Financial Group, Inc. 0.38% Add +302.2% 112,553 $2.7M
Alliancebernstein L.P. 0.00% No change 93,308 $2.2M
Barclays PLC 0.00% Reduce -34.2% 92,869 $2.2M
Rangeley Capital, LLC 2.47% New 90,900 $2.2M
Voya Investment Management LLC 0.00% Reduce -31.2% 87,916 $2.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 84,090 $2.0M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.28% New 77,850 $1.8M
Redwood Investments, LLC 0.67% Reduce -1.5% 75,760 $1.8M
Legal & General Group Plc 0.00% Reduce -3.5% 75,040 $1.8M
Oxford Asset Management LLP 0.82% New 74,202 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +7.6% 71,166 $1.7M
Moore Capital Management, LP 0.07% Add +40.0% 70,000 $1.7M
Holocene Advisors, LP 0.00% Reduce -20.3% 69,794 $1.7M
Wolverine Asset Management LLC 0.12% Add +186.8% 66,529 $1.6M
B. Metzler seel. Sohn & Co. AG 0.02% No change 66,028 $1.6M
California State Teachers Retirement System 0.00% Reduce -2.7% 64,070 $1.5M
Citigroup Inc. 0.00% Reduce -33.0% 62,489 $1.5M
LMR Partners LLP 0.04% Reduce -38.8% 62,298 $1.5M
Tranquility Partners, LLC 0.57% No change 61,892 $1.5M
Deutsche Bank AG 0.00% Reduce -37.3% 60,556 $1.4M
CIBRA Capital Ltd 0.47% New 57,117 $1.4M
Royal Bank of Canada 0.00% Reduce -47.3% 54,313 $1.3M
Principal Financial Group Inc. 0.00% Add +9.5% 54,266 $1.3M
Eisler Capital Management Ltd. 0.04% New 51,977 $1.2M
Wells Fargo & Company 0.00% Reduce -10.6% 50,907 $1.2M
Centiva Capital, LP 0.07% Reduce -51.0% 50,000 $1.2M
Pathstone Holdings, LLC 0.01% Add +94.5% 48,292 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 45,693 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.4% 43,285 $1.0M
Bayforest Capital Ltd 0.44% New 42,803 $1.0M
ADAR1 Capital Management, LLC 0.19% New 40,000 $950K

"% 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 209 holders