Surgery PartnersSGRY

13F holders, Q3 2025 (September 30)
200holders −2
32new positions
31sold out
2famous investors
$21.64avg. 13F price*

At the end of Q3 2025, 200 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, down 2 from Q2 2025. 32 opened new positions and 31 sold out. The largest holders were Bain Capital Investors LLC ($1.1B), Janus Henderson Group PLC ($282.1M) and Pentwater Capital Management LP ($252.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions32$47.7M
Exits31$101.6M

All 13F filers, Q2 2025 → Q3 2025: 17,932,801 shares bought and 9,606,558 shares sold, net +8,326,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 200 holders

Bain Capital Investors LLC 32.25% No change 49,946,972 $1.1B
Janus Henderson Group PLC 0.13% Add +0.6% 13,036,583 $282.1M
Pentwater Capital Management LP 2.27% Add +66.9% 11,681,000 $252.8M
FMR LLC 0.01% Reduce -7.2% 10,486,710 $226.9M
King Street Capital Management, L.P. 40.43% Add +50.0% 9,339,930 $202.1M
Vanguard Group Inc. 0.00% Add +5.9% 7,614,514 $164.8M
BlackRock, Inc. 0.00% Reduce -3.0% 5,658,392 $122.4M
Dimensional Fund Advisors LP 0.02% Add +25.6% 4,860,215 $105.2M
Clearbridge Investments, LLC 0.07% Reduce -0.8% 4,242,620 $91.8M
UBS Group AG 0.02% Add +50.6% 3,690,922 $79.9M
Glenview Capital Management, LLC 1.34% Add +66.5% 2,546,735 $55.1M
Geode Capital Management, LLC 0.00% Add +0.8% 1,932,083 $41.8M
State Street Corp. 0.00% Reduce -0.1% 1,854,477 $40.1M
Invesco Ltd. 0.01% Add +4.5% 1,759,500 $38.1M
Irenic Capital Management LP 5.19% Add +339.7% 1,132,203 $24.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.0% 1,045,045 $22.6M
Morgan Stanley 0.00% Add +80.1% 997,183 $21.6M
E. Ohman J:or Asset Management AB 0.49% No change 965,828 $20.9M
HSBC Holdings PLC 0.01% Add +8495.3% 945,829 $20.6M
Bank of America Corp. 0.00% Add +211.7% 943,811 $20.4M
Charles Schwab Investment Management Inc. 0.00% Add +2.5% 930,665 $20.1M
Farallon Capital Management, L.L.C. 0.11% Reduce -54.7% 871,830 $18.9M
Raymond James Financial Inc. 0.01% Add +34.8% 833,637 $18.0M
Victory Capital Management Inc. 0.01% Reduce -0.7% 794,519 $17.2M
Northern Trust Corp. 0.00% Add +0.6% 714,804 $15.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.5% 636,142 $13.8M
Jane Street Group, LLC 0.01% Add +65.5% 507,829 $11.0M
T. Rowe Price Investment Management, Inc. 0.01% New 499,130 $10.8M
Walleye Capital LLC 0.09% Add +33.1% 463,347 $10.0M
Quinn Opportunity Partners LLC 0.64% Reduce -4.8% 402,860 $8.7M
Sirios Capital Management L P 1.06% New 374,948 $8.1M
Whitefort Capital Management, LP 2.79% No change 371,000 $8.0M
Freestone Grove Partners LP 0.06% New 357,831 $7.7M
Barclays PLC 0.00% Add +22.5% 342,032 $7.4M
Hudson Bay Capital Management LP 0.05% Reduce -28.2% 339,609 $7.3M
Pier Capital, LLC 1.11% Add +88.3% 328,704 $7.1M
Susquehanna International Group, LLP 0.01% Reduce -27.9% 326,630 $7.1M
Dimension Capital Management LLC 1.03% Add +8.1% 325,956 $7.1M
JPMorgan Chase & Co. 0.00% Add +67.4% 323,932 $7.0M
Goldman Sachs Group Inc. 0.00% Reduce -43.5% 311,972 $6.8M
Bank of New York Mellon Corp 0.00% Add +2.2% 310,951 $6.7M
P Schoenfeld Asset Management LP 1.61% Reduce -41.7% 262,500 $5.7M
Renaissance Technologies 0.01% New 262,000 $5.7M
Gabelli Funds LLC 0.04% Reduce -24.8% 236,998 $5.1M
Nomura Holdings Inc. 0.02% Reduce -17.6% 224,604 $4.9M
8 Knots Management, LLC 0.54% New 220,088 $4.8M
Sivik Global Healthcare LLC 2.50% Add +76.0% 220,000 $4.8M
Kennedy Capital Management LLC 0.10% Reduce -0.4% 215,256 $4.7M
Nuveen, LLC 0.00% No change 169,873 $3.7M
Verition Fund Management LLC 0.02% Reduce -34.5% 168,543 $3.6M
Weiss Asset Management LP 0.06% Reduce -44.5% 166,524 $3.6M
MIdWestOne Financial Group, Inc. 0.42% Reduce -21.9% 159,146 $3.4M
American Century Companies Inc. 0.00% New 157,344 $3.4M
State of Wisconsin Investment Board 0.01% Add +0.1% 150,836 $3.3M
Swiss National Bank 0.00% Add +2.0% 149,100 $3.2M
Twin Securities, Inc. 1.56% Reduce -72.1% 142,872 $3.1M
AYAL Capital Advisors Ltd 1.56% No change 125,000 $2.7M
Rangeley Capital, LLC 2.58% Reduce -25.3% 124,000 $2.7M
Wesbanco Bank Inc. 0.07% No change 120,000 $2.6M
Rhumbline Advisers 0.00% Reduce -2.6% 118,204 $2.6M
Dark Forest Capital Management LP 0.10% Reduce -12.1% 117,474 $2.5M
Caxton Associates LLP 0.06% No change 103,589 $2.2M
Harvest Management LLC 1.09% Reduce -69.8% 102,760 $2.2M
Ameriprise Financial Inc. 0.00% Reduce -0.2% 99,525 $2.2M
Lombard Odier Asset Management (Europe) Ltd 0.15% No change 95,000 $2.1M
HRT Financial LP 0.01% New 85,969 $1.9M
CastleKnight Management LP 0.10% Reduce -28.4% 85,100 $1.8M
ExodusPoint Capital Management, LP 0.03% Reduce -48.4% 84,330 $1.8M
Principal Financial Group Inc. 0.00% Add +26.6% 83,574 $1.8M
Alliancebernstein L.P. 0.00% No change 82,508 $1.8M
Legal & General Group Plc 0.00% Reduce -5.1% 81,251 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +4.1% 78,497 $1.7M
California State Teachers Retirement System 0.00% Add +12.4% 73,140 $1.6M
Tranquility Partners, LLC 0.50% Add +10.0% 68,062 $1.5M
Wolverine Asset Management LLC 0.10% No change 66,529 $1.4M
Wells Fargo & Company 0.00% Add +17.1% 63,559 $1.4M
Deutsche Bank AG 0.00% Add +12.5% 62,762 $1.4M
Prelude Capital Management, LLC 0.10% Reduce -4.3% 61,205 $1.3M
Citigroup Inc. 0.00% Add +62.5% 58,417 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +3.0% 55,275 $1.2M
Moore Capital Management, LP 0.02% Reduce -50.0% 50,000 $1.1M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.17% Reduce -67.0% 48,200 $1.0M
MetLife Investment Management, LLC 0.00% No change 46,364 $1.0M
Headlands Technologies LLC 0.07% Add +142.3% 40,123 $868K
Marshall Wace, LLP 0.00% New 38,241 $828K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 35,935 $778K
Citadel Advisors 0.00% Reduce -86.1% 34,560 $748K
Caption Management, LLC 0.04% Reduce -76.2% 32,362 $700K
Keybank National Association 0.00% New 32,098 $695K
Holocene Advisors, LP 0.00% Reduce -65.4% 30,753 $665K
Clear Harbor Asset Management, LLC 0.05% New 30,311 $656K
Intech Investment Management LLC 0.01% Reduce -19.2% 29,386 $636K
Envestnet Asset Management Inc. 0.00% Reduce -12.3% 28,749 $622K
Sanctuary Advisors, LLC 0.00% Reduce -2.5% 27,270 $590K
Toronto Dominion Bank 0.00% Reduce -61.5% 25,000 $541K
LPL Financial LLC 0.00% Add +21.1% 23,842 $516K
New York State Common Retirement Fund 0.00% No change 23,438 $507K
Arizona State Retirement System 0.00% Add +1.9% 22,739 $492K
Two Sigma Investments, LP 0.00% Add +23.1% 22,034 $477K
Russell Investments Group, Ltd. 0.00% Add +41.7% 21,834 $472K
Police & Firemen's Retirement System of New Jersey 0.00% Add +21.7% 21,403 $463K
Inspire Investing, LLC 0.04% Add +17.2% 20,689 $448K
Franklin Resources Inc. 0.00% No change 20,563 $445K
ADAR1 Capital Management, LLC 0.04% Reduce -50.0% 20,000 $433K
TD Asset Management Inc 0.00% New 19,852 $430K
XTX Topco Ltd 0.02% Reduce -78.4% 19,550 $423K
State Board of Administration of Florida Retirement System 0.00% No change 19,273 $417K
Creative Planning 0.00% Add +24.1% 19,215 $416K
CANADA LIFE ASSURANCE Co 0.00% No change 18,927 $414K
Pathstone Holdings, LLC 0.00% Reduce -10.9% 18,948 $410K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -54.0% 18,688 $404K
Handelsbanken Fonder AB 0.00% No change 18,100 $392K
Aigen Investment Management, LP 0.06% New 17,745 $384K
Bayforest Capital Ltd 0.18% New 17,728 $384K
SG Americas Securities, LLC 0.00% Add +62.1% 17,031 $369K
Brevan Howard Capital Management LP 0.01% New 16,464 $356K
Squarepoint Ops LLC 0.00% Reduce -69.3% 16,265 $352K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 16,171 $350K
BNP Paribas Financial Markets 0.00% Add +111.9% 16,104 $348K
KLP Kapitalforvaltning As 0.00% No change 15,800 $342K
Walled Lake Planning & Wealth Management, LLC 0.11% No change 15,632 $338K
Natixis Advisors, LLC 0.00% Add +18.6% 13,994 $303K
Camelot Portfolios, LLC 0.18% Reduce -3.1% 13,996 $303K
Voya Investment Management LLC 0.00% Reduce -86.5% 13,842 $300K
ProShare Advisors LLC 0.00% Reduce -16.6% 13,226 $286K
Tower Research Capital LLC (TRC) 0.01% Add +38.9% 12,939 $280K
Verdence Capital Advisors LLC 0.02% New 12,209 $280K
Royal Bank of Canada 0.00% Reduce -82.1% 12,399 $268K
Captrust Financial Advisors 0.00% Reduce -0.4% 12,162 $263K
Two Sigma Securities, LLC 0.04% New 11,685 $253K
Aristeia Capital, L.L.C. 0.01% Reduce -0.9% 11,645 $252K
Pictet Asset Management Holding SA 0.00% Add +22.5% 11,528 $249K
Certuity, LLC 0.02% New 11,360 $246K
Empowered Funds, LLC 0.00% Add +3.2% 11,203 $242K
Olympiad Research LP 0.33% No change 10,912 $236K
Pension & Wealth Management Advisors, Inc. 0.07% Reduce -1.4% 10,866 $235K
Wolverine Trading, LLC 0.00% Reduce -69.5% 10,726 $235K
NewEdge Advisors, LLC 0.00% No change 10,500 $227K
Level Four Advisory Services, LLC 0.01% New 10,432 $226K
Modera Wealth Management, LLC 0.00% No change 10,257 $222K
FNY Investment Advisers, LLC 0.07% Add +97.0% 10,229 $221K
Teacher Retirement System of Texas 0.00% Reduce -51.5% 9,989 $216K
Prudential Financial Inc. 0.00% Add +0.3% 9,730 $211K
Persistent Asset Partners Ltd 0.15% New 9,704 $210K
Group One Trading LLC 0.01% Reduce -22.8% 8,180 $177K
Public Employees Retirement Association of Colorado 0.00% No change 7,083 $153K
State of Alaska, Department of Revenue 0.00% New 7,023 $151K
Ameritas Investment Partners, Inc. 0.00% Reduce -15.7% 6,462 $140K
Covestor Ltd 0.07% Reduce -68.4% 6,127 $132K
Aquatic Capital Management LLC 0.00% New 5,605 $121K
Sterling Capital Management LLC 0.00% Add +160.3% 5,356 $116K
PNC Financial Services Group, Inc. 0.00% Add +128.4% 2,702 $58K
Amalgamated Bank 0.00% No change 2,664 $58K
KBC Group NV 0.00% No change 2,555 $55K
Caitong International Asset Management Co., Ltd 0.03% Add +45640.0% 2,287 $49K
Rockefeller Capital Management L.P. 0.00% New 1,460 $32K
Public Employees Retirement System of Ohio 0.00% Add +14.6% 1,344 $29K
Jones Financial Companies LLLP 0.00% Add +313.1% 1,227 $27K
AlphaQuest LLC 0.00% Reduce -41.0% 1,213 $26K
Quadrant Capital Group LLC 0.00% New 1,115 $24K
Principal Securities, Inc. 0.00% Add +23.6% 1,052 $23K
Quarry LP 0.01% New 984 $21K
Nisa Investment Advisors, LLC 0.00% Add +8.4% 901 $19K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $19K
Harbor Capital Advisors, Inc. 0.00% Add +21.5% 877 $19K
Comerica Bank 0.00% Add +0.4% 714 $15K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 682 $15K
Optiver Holding B.V. 0.00% Add +40.2% 509 $11K
Parallel Advisors, LLC 0.00% Add +137.3% 484 $10K
Farther Finance Advisors, LLC 0.00% Reduce -54.3% 481 $10K
Cwm, LLC 0.00% Reduce -34.9% 445 $10K
Allworth Financial LP 0.00% Add +21.4% 431 $9K
Federation des caisses Desjardins du Quebec 0.00% New 400 $9K
Osaic Holdings, Inc. 0.00% Reduce -10.5% 382 $8K
Signaturefd, LLC 0.00% Add +6.8% 268 $6K
US Bancorp \de 0.00% Reduce -48.0% 267 $6K
J.Safra Asset Management Corp 0.00% No change 221 $5K
GAMMA Investing LLC 0.00% Add +38.3% 213 $5K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.6% 190 $4K
IFP Advisors, Inc 0.00% Add +1064.3% 163 $4K
Rothschild Investment LLC 0.00% Reduce -12.9% 135 $3K
Advisory Services Network, LLC 0.00% New 116 $3K
Arax Advisory Partners 0.00% New 83 $2K
Fifth Third Bancorp 0.00% Reduce -21.9% 75 $2K
Smartleaf Asset Management LLC 0.00% Add +34.5% 74 $2K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 64 $1K
Physician Wealth Advisors, Inc. 0.00% No change 47 $1K
Parkside Financial Bank & Trust 0.00% No change 45 $973
Transamerica Financial Advisors, LLC 0.00% New 43 $931
Kilter Group LLC 0.00% Reduce -11.4% 39 $844
Fortitude Family Office, LLC 0.00% No change 23 $498
Financial Consulate, Inc. 0.00% New 21 $455
Larson Financial Group LLC 0.00% No change 20 $433
True Wealth Design, LLC 0.00% No change 17 $368
EverSource Wealth Advisors, LLC 0.00% Reduce -56.5% 10 $216
SBI Securities Co., Ltd. 0.00% Add +1800.0% 38 $156
Steward Partners Investment Advisory, LLC 0.00% New 4 $87
Root Financial Partners, LLC 0.00% New 3 $65
Avion Wealth 0.00% No change 22 $0
Hemington Wealth Management 0.00% Reduce -6.3% 15 $0

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