Surgery PartnersSGRY

13F holders, Q2 2025 (June 30)
202holders −7
39new positions
42sold out
3famous investors
$22.23avg. 13F price*

At the end of Q2 2025, 202 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, down 7 from Q1 2025. 39 opened new positions and 42 sold out. The largest holders were Bain Capital Investors LLC ($1.1B), Janus Henderson Group PLC ($288.0M) and FMR LLC ($251.3M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions39$126.9M
Exits42$245.8M

All 13F filers, Q1 2025 → Q2 2025: 19,989,418 shares bought and 15,913,806 shares sold, net +4,075,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 202 holders

Bain Capital Investors LLC 35.40% No change 49,946,972 $1.1B
Janus Henderson Group PLC 0.14% Add +11.3% 12,954,916 $288.0M
FMR LLC 0.01% Add +11.9% 11,304,366 $251.3M
Vanguard Group Inc. 0.00% Add +0.3% 7,189,996 $159.8M
Pentwater Capital Management LP 1.99% Add +155.3% 7,000,000 $155.6M
King Street Capital Management, L.P. 37.33% Add +24.5% 6,225,000 $138.4M
BlackRock, Inc. 0.00% Reduce -5.5% 5,831,438 $129.6M
Clearbridge Investments, LLC 0.08% Add +4.4% 4,275,807 $95.1M
Dimensional Fund Advisors LP 0.02% Add +6.4% 3,871,259 $86.1M
UBS Group AG 0.01% Add +45.1% 2,451,373 $54.5M
Farallon Capital Management, L.L.C. 0.20% New 1,926,000 $42.8M
Geode Capital Management, LLC 0.00% Add +0.5% 1,916,384 $42.6M
State Street Corp. 0.00% Add +1.6% 1,855,534 $41.2M
Invesco Ltd. 0.01% Add +7.4% 1,683,311 $37.4M
Glenview Capital Management, LLC 0.96% New 1,529,225 $34.0M
Norges Bank 0.00% Add +66.9% 1,196,983 $26.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +127.0% 1,161,627 $25.8M
TIG Advisors, LLC 1.24% Reduce -48.2% 1,023,621 $22.8M
E. Ohman J:or Asset Management AB 0.53% Reduce -11.1% 965,828 $21.5M
Charles Schwab Investment Management Inc. 0.00% Add +2.0% 908,432 $20.2M
Victory Capital Management Inc. 0.01% Reduce -8.1% 800,047 $17.8M
Northern Trust Corp. 0.00% Reduce -4.0% 710,586 $15.8M
Manufacturers Life Insurance Company, The 0.01% Add +1376.9% 639,262 $14.2M
Raymond James Financial Inc. 0.00% Add +3.5% 618,260 $13.7M
Morgan Stanley 0.00% Add +54.5% 553,813 $12.3M
Goldman Sachs Group Inc. 0.00% Reduce -21.1% 552,268 $12.3M
Alpine Associates Management Inc. 0.64% Reduce -5.3% 540,025 $12.0M
Tudor Investment Corporation 0.09% Add +199.2% 518,044 $11.5M
Twin Securities, Inc. 10.07% Add +54.9% 511,716 $11.4M
Hudson Bay Capital Management LP 0.08% Add +0.7% 473,246 $10.5M
Susquehanna International Group, LLP 0.02% Add +92.7% 453,028 $10.1M
P Schoenfeld Asset Management LP 3.21% New 450,236 $10.0M
Quinn Opportunity Partners LLC 0.81% Add +74.4% 423,360 $9.4M
Millennium Management 0.01% Add +97.8% 400,134 $8.9M
Whitefort Capital Management, LP 3.45% New 371,000 $8.2M
Walleye Capital LLC 0.08% Add +139.2% 348,107 $7.7M
Harvest Management LLC 3.67% Reduce -5.9% 340,664 $7.6M
Balyasny Asset Management L.P. 0.02% Reduce -52.9% 315,492 $7.0M
Gabelli Funds LLC 0.05% Add +117.3% 315,002 $7.0M
Jane Street Group, LLC 0.01% Add +12.3% 306,893 $6.8M
Bank of New York Mellon Corp 0.00% Reduce -10.9% 304,355 $6.8M
Bank of America Corp. 0.00% Reduce -17.9% 302,792 $6.7M
Dimension Capital Management LLC 1.05% Reduce -2.8% 301,456 $6.7M
Ardsley Advisory Partners LP 1.09% Add +20.0% 300,000 $6.7M
Weiss Asset Management LP 0.13% Add +136.8% 299,886 $6.7M
Barclays PLC 0.00% Add +200.7% 279,246 $6.2M
Nomura Holdings Inc. 0.05% Reduce -6.2% 272,665 $6.1M
Irenic Capital Management LP 1.33% New 257,499 $5.7M
Verition Fund Management LLC 0.03% Reduce -77.7% 257,457 $5.7M
Citadel Advisors 0.00% Reduce -29.5% 248,968 $5.5M
Credit Industriel Et Commercial 1.17% Add +33.4% 244,112 $5.4M
Taconic Capital Advisors LP 0.56% Reduce -44.0% 217,893 $4.8M
Kennedy Capital Management LLC 0.11% Reduce -0.1% 216,087 $4.8M
MIdWestOne Financial Group, Inc. 0.59% Add +81.0% 203,760 $4.5M
JPMorgan Chase & Co. 0.00% Reduce -52.5% 193,540 $4.3M
Groupe la Francaise 0.07% Add +26.6% 186,088 $4.1M
Segall Bryant & Hamill, LLC 0.06% Add +20.3% 178,578 $4.0M
Pier Capital, LLC 0.59% Add +22335.0% 174,544 $3.9M
Nuveen, LLC 0.00% Reduce -46.2% 169,873 $3.8M
Rangeley Capital, LLC 4.80% Add +82.7% 166,060 $3.7M
ExodusPoint Capital Management, LP 0.04% Add +7.7% 163,434 $3.6M
State of Wisconsin Investment Board 0.01% Add +0.2% 150,667 $3.3M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.50% Add +87.9% 146,250 $3.3M
Swiss National Bank 0.00% Add +7.9% 146,200 $3.3M
Caption Management, LLC 0.28% New 135,677 $3.0M
Dark Forest Capital Management LP 0.12% New 133,568 $3.0M
Sivik Global Healthcare LLC 1.24% No change 125,000 $2.8M
AYAL Capital Advisors Ltd 1.51% New 125,000 $2.8M
Rhumbline Advisers 0.00% Add +3.2% 121,415 $2.7M
Wesbanco Bank Inc. 0.08% Add +204.8% 120,000 $2.7M
CastleKnight Management LP 0.18% New 118,800 $2.6M
Caxton Associates LLP 0.06% Reduce -43.5% 103,589 $2.3M
Voya Investment Management LLC 0.00% Add +16.3% 102,247 $2.3M
KRYGER CAPITAL Ltd 0.42% New 100,920 $2.2M
Troluce Capital Advisors LLC 1.13% New 100,000 $2.2M
Moore Capital Management, LP 0.05% Add +42.9% 100,000 $2.2M
Ameriprise Financial Inc. 0.00% Add +660.4% 99,743 $2.2M
Lombard Odier Asset Management (Europe) Ltd 0.19% Reduce -52.3% 95,000 $2.1M
XTX Topco Ltd 0.08% Add +349.3% 90,542 $2.0M
Centiva Capital, LP 0.13% Add +80.0% 90,000 $2.0M
Holocene Advisors, LP 0.00% Add +27.4% 88,933 $2.0M
Legal & General Group Plc 0.00% Add +14.1% 85,647 $1.9M
Alliancebernstein L.P. 0.00% Reduce -11.6% 82,508 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +6.0% 75,405 $1.7M
LMR Partners LLP 0.04% Add +18.9% 74,053 $1.6M
Royal Bank of Canada 0.00% Add +27.9% 69,440 $1.5M
Wolverine Asset Management LLC 0.11% No change 66,529 $1.5M
Principal Financial Group Inc. 0.00% Add +21.6% 66,005 $1.5M
California State Teachers Retirement System 0.00% Add +1.6% 65,091 $1.4M
Toronto Dominion Bank 0.00% New 65,000 $1.4M
Prelude Capital Management, LLC 0.14% New 63,939 $1.4M
Tranquility Partners, LLC 0.49% No change 61,892 $1.4M
Deutsche Bank AG 0.00% Reduce -7.8% 55,804 $1.2M
TD Waterhouse Canada Inc. 0.01% New 53,660 $1.2M
Wells Fargo & Company 0.00% Add +6.6% 54,278 $1.2M
Squarepoint Ops LLC 0.00% Reduce -74.5% 53,066 $1.2M
MetLife Investment Management, LLC 0.01% Reduce -87.9% 46,364 $1.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -7.2% 42,389 $942K
Governors Lane LP 0.13% Reduce -82.3% 41,000 $911K
Susquehanna Portfolio Strategies, LLC 0.02% New 40,592 $902K
ADAR1 Capital Management, LLC 0.15% No change 40,000 $889K
Woodline Partners LP 0.00% Reduce -92.5% 39,688 $882K
Intech Investment Management LLC 0.01% No change 36,364 $808K
Citigroup Inc. 0.00% Reduce -42.5% 35,948 $799K
Wolverine Trading, LLC 0.02% Add +114.6% 35,188 $772K
Envestnet Asset Management Inc. 0.00% Add +7.5% 32,763 $728K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -61.0% 32,759 $728K
Cinctive Capital Management LP 0.04% New 32,324 $719K
Fred Alger Management, LLC 0.00% New 35,431 $683K
Sanctuary Advisors, LLC 0.00% Add +10.8% 27,966 $622K
New York State Common Retirement Fund 0.00% No change 23,438 $521K
Arizona State Retirement System 0.00% Add +11.5% 22,314 $496K
Pathstone Holdings, LLC 0.00% Reduce -56.0% 21,263 $473K
Teacher Retirement System of Texas 0.00% Add +9.5% 20,597 $458K
Franklin Resources Inc. 0.00% Reduce -0.3% 20,563 $457K
Graypoint LLC 0.03% New 20,000 $445K
LPL Financial LLC 0.00% Add +13.6% 19,692 $438K
Covestor Ltd 0.25% Add +49.2% 19,399 $431K
State Board of Administration of Florida Retirement System 0.00% No change 19,273 $428K
CANADA LIFE ASSURANCE Co 0.00% Add +26.2% 18,927 $422K
Handelsbanken Fonder AB 0.00% No change 18,100 $402K
Two Sigma Investments, LP 0.00% Reduce -35.4% 17,897 $398K
Inspire Investing, LLC 0.04% Add +21.6% 17,647 $392K
Police & Firemen's Retirement System of New Jersey 0.00% Add +7.2% 17,582 $391K
Boothbay Fund Management, LLC 0.01% New 17,484 $389K
Headlands Technologies LLC 0.04% Add +101.8% 16,556 $368K
Cannon Global Investment Management, LLC 1.00% New 16,500 $367K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -23.6% 16,171 $359K
ProShare Advisors LLC 0.00% Reduce -4.6% 15,860 $353K
KLP Kapitalforvaltning As 0.00% Add +22.5% 15,800 $351K
Walled Lake Planning & Wealth Management, LLC 0.11% No change 15,632 $347K
Creative Planning 0.00% Reduce -43.5% 15,487 $344K
Russell Investments Group, Ltd. 0.00% Reduce -27.5% 15,411 $343K
Sei Investments Co. 0.00% Reduce -52.4% 14,844 $330K
Camelot Portfolios, LLC 0.19% New 14,442 $321K
Simplex Trading, LLC 0.01% New 14,458 $321K
Hunting Hill Global Capital, LLC 0.17% New 14,435 $321K
Captrust Financial Advisors 0.00% Add +0.1% 12,208 $271K
Natixis Advisors, LLC 0.00% Reduce -3.9% 11,801 $262K
Aristeia Capital, L.L.C. 0.01% New 11,748 $261K
Pension & Wealth Management Advisors, Inc. 0.08% Add +28.9% 11,026 $245K
HSBC Holdings PLC 0.00% Reduce -11.2% 11,004 $243K
Olympiad Research LP 0.40% New 10,912 $243K
Empowered Funds, LLC 0.00% Reduce -15.5% 10,856 $241K
Group One Trading LLC 0.01% New 10,601 $236K
SG Americas Securities, LLC 0.00% Add +31.6% 10,507 $234K
NewEdge Advisors, LLC 0.00% New 10,500 $233K
Modera Wealth Management, LLC 0.00% No change 10,257 $228K
Diametric Capital, LP 0.12% Reduce -32.1% 10,000 $222K
Prudential Financial Inc. 0.00% New 9,700 $219K
Cibc World Markets Corp. 0.00% Reduce -44.1% 9,530 $212K
Pictet Asset Management Holding SA 0.00% Reduce -5.3% 9,412 $209K
Tower Research Capital LLC (TRC) 0.01% Add +68.7% 9,313 $207K
Walleye Trading LLC 0.00% New 7,971 $177K
Ameritas Investment Partners, Inc. 0.01% No change 7,666 $170K
BNP Paribas Financial Markets 0.00% Reduce -97.5% 7,600 $169K
Public Employees Retirement Association of Colorado 0.00% No change 7,083 $157K
Brooklyn Investment Group 0.02% New 6,611 $147K
FNY Investment Advisers, LLC 0.05% New 5,193 $115K
Amalgamated Bank 0.00% No change 2,664 $59K
KBC Group NV 0.00% Reduce -35.5% 2,555 $57K
Sterling Capital Management LLC 0.00% Add +55.3% 2,058 $46K
AlphaQuest LLC 0.00% Add +94.4% 2,057 $46K
Pinnacle Financial Partners Inc 0.00% No change 2,000 $44K
PNC Financial Services Group, Inc. 0.00% Add +1.2% 1,183 $26K
Public Employees Retirement System of Ohio 0.00% Add +6.4% 1,173 $26K
Farther Finance Advisors, LLC 0.00% Add +17433.3% 1,052 $23K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $20K
Principal Securities, Inc. 0.00% Add +2.4% 851 $19K
Nisa Investment Advisors, LLC 0.00% Reduce -6.2% 831 $18K
Harbor Capital Advisors, Inc. 0.00% Add +13.0% 722 $16K
Comerica Bank 0.00% Reduce -21.9% 711 $16K
Cwm, LLC 0.00% Add +20.9% 683 $15K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 682 $15K
US Bancorp \de 0.00% Reduce -38.7% 513 $11K
Osaic Holdings, Inc. 0.00% Reduce -74.2% 427 $9K
Optiver Holding B.V. 0.00% Reduce -25.8% 363 $8K
Allworth Financial LP 0.00% Add +12.7% 355 $8K
Jones Financial Companies LLLP 0.00% No change 297 $7K
Signaturefd, LLC 0.00% Reduce -77.7% 251 $6K
J.Safra Asset Management Corp 0.00% No change 221 $5K
Kestra Investment Management, LLC 0.00% Add +808.7% 209 $5K
Parallel Advisors, LLC 0.00% Add +15.9% 204 $5K
Northwestern Mutual Wealth Management Co. 0.00% No change 175 $4K
Rothschild Investment LLC 0.00% Add +19.2% 155 $3K
GAMMA Investing LLC 0.00% Reduce -58.8% 154 $3K
Fifth Third Bancorp 0.00% Add +152.6% 96 $2K
Smartleaf Asset Management LLC 0.00% New 55 $1K
Physician Wealth Advisors, Inc. 0.00% New 47 $1K
Parkside Financial Bank & Trust 0.00% Add +80.0% 45 $1K
Kilter Group LLC 0.00% New 44 $979
IFP Advisors, Inc 0.00% New 14 $577
Fortitude Family Office, LLC 0.00% New 23 $511
EverSource Wealth Advisors, LLC 0.00% Reduce -64.1% 23 $511
Larson Financial Group LLC 0.00% New 20 $445
True Wealth Design, LLC 0.00% Add +325.0% 17 $378
WealthTrak Capital Management LLC 0.00% New 5 $112
Caitong International Asset Management Co., Ltd 0.00% Reduce -91.5% 5 $111
DiNuzzo Private Wealth, Inc. 0.00% Reduce -66.7% 2 $45
SBI Securities Co., Ltd. 0.00% No change 2 $44
Avion Wealth 0.00% Reduce -12.0% 22 $0
Hemington Wealth Management 0.00% Reduce -20.0% 16 $0

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