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
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.