Surgery PartnersSGRY
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $47.7M |
| Exits | 31 | $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.