Surgery PartnersSGRY
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $215.9M |
| Exits | 35 | $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 |
| Wesbanco Bank Inc. | 0.03% | No change | 39,363 | $935K |
| Marshall Wace, LLP | 0.00% | New | 38,971 | $926K |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.5% | 37,624 | $894K |
| Intech Investment Management LLC | 0.01% | Add +16.7% | 36,364 | $864K |
| HRT Financial LP | 0.01% | Add +150.6% | 35,278 | $837K |
| Sei Investments Co. | 0.00% | Reduce -28.6% | 31,164 | $740K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.8% | 30,479 | $724K |
| Two Sigma Investments, LP | 0.00% | Reduce -36.1% | 27,697 | $658K |
| Creative Planning | 0.00% | Add +90.5% | 27,428 | $651K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.9% | 25,248 | $600K |
| Bayesian Capital Management, LP | 0.10% | New | 24,776 | $588K |
| New York State Common Retirement Fund | 0.00% | No change | 23,438 | $557K |
| Russell Investments Group, Ltd. | 0.00% | Add +241.0% | 21,257 | $505K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -9.4% | 21,158 | $503K |
| One68 Global Capital, LLC | 0.24% | New | 21,000 | $499K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 20,624 | $490K |
| XTX Topco Ltd | 0.02% | New | 20,151 | $479K |
| Arizona State Retirement System | 0.00% | Reduce -1.2% | 20,020 | $475K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,273 | $458K |
| Teacher Retirement System of Texas | 0.00% | New | 18,817 | $447K |
| Aquatic Capital Management LLC | 0.01% | New | 18,644 | $443K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,100 | $430K |
| Allianz Asset Management GmbH | 0.00% | New | 17,700 | $420K |
| LPL Financial LLC | 0.00% | Add +3.5% | 17,340 | $412K |
| Cibc World Markets Corp. | 0.00% | New | 17,041 | $405K |
| Jump Financial, LLC | 0.01% | New | 16,898 | $401K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 16,627 | $395K |
| Wolverine Trading, LLC | 0.01% | New | 16,400 | $393K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 16,406 | $390K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | No change | 15,632 | $371K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 14,998 | $357K |
| Diametric Capital, LP | 0.42% | New | 14,729 | $350K |
| Catalyst Funds Management Pty Ltd | 0.09% | New | 14,600 | $347K |
| Inspire Investing, LLC | 0.04% | Reduce -23.8% | 14,509 | $345K |
| Ameriprise Financial Inc. | 0.00% | Reduce -50.6% | 13,117 | $312K |
| Covestor Ltd | 0.21% | Add +490.6% | 13,005 | $309K |
| KLP Kapitalforvaltning As | 0.00% | No change | 12,900 | $306K |
| Empowered Funds, LLC | 0.00% | Add +11.0% | 12,853 | $305K |
| HSBC Holdings PLC | 0.00% | Reduce -54.4% | 12,385 | $295K |
| Natixis Advisors, LLC | 0.00% | New | 12,281 | $292K |
| Captrust Financial Advisors | 0.00% | Add +4.7% | 12,192 | $290K |
| Two Sigma Securities, LLC | 0.04% | New | 11,690 | $278K |
| Modera Wealth Management, LLC | 0.00% | New | 10,257 | $244K |
| Mariner, LLC | 0.00% | New | 10,088 | $240K |
| Pictet Asset Management Holding SA | 0.00% | No change | 9,940 | $236K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | Reduce -13.5% | 8,551 | $203K |
| Headlands Technologies LLC | 0.02% | Reduce -61.0% | 8,203 | $195K |
| SG Americas Securities, LLC | 0.00% | New | 7,984 | $190K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,666 | $182K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,083 | $168K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.7% | 5,519 | $131K |
| Sagefield Capital LP | 0.01% | New | 5,000 | $119K |
| KBC Group NV | 0.00% | No change | 3,962 | $94K |
| DekaBank Deutsche Girozentrale | 0.00% | New | 2,723 | $65K |
| Amalgamated Bank | 0.00% | Add +0.3% | 2,664 | $63K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 2,000 | $42K |
| Osaic Holdings, Inc. | 0.00% | Reduce -67.8% | 1,656 | $39K |
| Point72 (DIFC) Ltd | 0.00% | New | 1,459 | $35K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -67.0% | 1,416 | $34K |
| Sterling Capital Management LLC | 0.00% | Reduce -98.4% | 1,325 | $31K |
| Summit Securities Group LLC | 0.02% | New | 1,318 | $31K |
| Quadrant Capital Group LLC | 0.00% | Add +3.5% | 1,303 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Add +86.4% | 1,169 | $28K |
| Signaturefd, LLC | 0.00% | Add +2.5% | 1,125 | $27K |
| Public Employees Retirement System of Ohio | 0.00% | Add +21.8% | 1,102 | $26K |
| AlphaQuest LLC | 0.00% | Add +112.0% | 1,058 | $25K |
| Comerica Bank | 0.00% | Reduce -27.6% | 911 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +0.0% | 900 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | Add +45.5% | 886 | $21K |
| US Bancorp \de | 0.00% | Add +66.4% | 837 | $20K |
| Pier Capital, LLC | 0.00% | Reduce -99.8% | 778 | $18K |
| Principal Securities, Inc. | 0.00% | No change | 831 | $18K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -99.0% | 639 | $15K |
| Cwm, LLC | 0.00% | Add +76.0% | 565 | $13K |
| Coldstream Capital Management Inc. | 0.00% | New | 511 | $12K |
| Optiver Holding B.V. | 0.00% | New | 489 | $12K |
| Lindbrook Capital, LLC | 0.00% | Add +1031.6% | 430 | $10K |
| GAMMA Investing LLC | 0.00% | Add +236.9% | 374 | $9K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 369 | $9K |
| Jones Financial Companies LLLP | 0.00% | No change | 297 | $7K |
| Allworth Financial LP | 0.00% | Add +1.0% | 315 | $7K |
| Beacon Capital Management, LLC | 0.00% | New | 243 | $6K |
| J.Safra Asset Management Corp | 0.00% | Add +513.9% | 221 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +17.3% | 176 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8650.0% | 175 | $4K |
| Sierra Ocean, LLC | 0.00% | New | 154 | $4K |
| Rothschild Investment LLC | 0.00% | Add +188.9% | 130 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 108 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +178.3% | 64 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -92.7% | 59 | $1K |
| Rise Advisors, LLC | 0.00% | New | 40 | $950 |
| Fifth Third Bancorp | 0.00% | Reduce -48.6% | 38 | $903 |
| CoreCap Advisors, LLC | 0.00% | Add +52.2% | 35 | $831 |
| Stephens Consulting, LLC | 0.00% | New | 30 | $713 |
| Hexagon Capital Partners LLC | 0.00% | No change | 27 | $641 |
| Parkside Financial Bank & Trust | 0.00% | New | 25 | $594 |
| Kestra Investment Management, LLC | 0.00% | New | 23 | $547 |
| Hughes Financial Services, LLC | 0.00% | New | 21 | $493 |
| SVB Wealth LLC | 0.00% | New | 15 | $356 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -23.5% | 13 | $309 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -14.3% | 6 | $143 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -33.3% | 6 | $141 |
| Global Financial Private Client, LLC | 0.00% | No change | 5 | $119 |
| True Wealth Design, LLC | 0.00% | New | 4 | $95 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $48 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $48 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $24 |
| Avion Wealth | 0.00% | New | 25 | $0 |
| Hemington Wealth Management | 0.00% | Reduce -39.4% | 20 | $0 |
"% of holder's portfolio" is SGRY's weight in each manager's 13F, not the share of Surgery Partners Inc. the manager owns.