Surgery PartnersSGRY

13F holders, Q4 2025 (December 31)
181holders −19
28new positions
50sold out
2famous investors
$15.45avg. 13F price*

At the end of Q4 2025, 181 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, down 19 from Q3 2025. 28 opened new positions and 50 sold out. The largest holders were Bain Capital Investors LLC ($771.7M), Janus Henderson Group PLC ($209.2M) and King Street Capital Management, L.P. ($158.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions28$89.6M
Exits50$90.9M

All 13F filers, Q3 2025 → Q4 2025: 19,716,923 shares bought and 14,517,214 shares sold, net +5,199,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 181 holders

Bain Capital Investors LLC 16.69% No change 49,946,972 $771.7M
Janus Henderson Group PLC 0.09% Add +3.9% 13,537,984 $209.2M
King Street Capital Management, L.P. 32.10% Add +9.5% 10,229,730 $158.0M
Pentwater Capital Management LP 1.12% Reduce -14.4% 10,000,000 $154.5M
UBS Group AG 0.02% Add +111.4% 7,803,974 $120.6M
Vanguard Group Inc. 0.00% Reduce -0.6% 7,565,905 $116.9M
FMR LLC 0.01% Reduce -37.3% 6,575,016 $101.6M
BlackRock, Inc. 0.00% Add +0.6% 5,691,031 $87.9M
Dimensional Fund Advisors LP 0.02% Add +0.9% 4,906,580 $75.8M
Clearbridge Investments, LLC 0.05% Reduce -0.3% 4,228,451 $65.3M
Glenview Capital Management, LLC 1.27% Add +51.5% 3,858,088 $59.6M
Davidson Kempner Capital Management LP 0.75% New 2,371,464 $36.6M
Goldman Sachs Group Inc. 0.00% Add +528.2% 1,959,686 $30.3M
HSBC Holdings PLC 0.02% Add +104.2% 1,931,577 $30.2M
Geode Capital Management, LLC 0.00% Add +0.6% 1,943,449 $30.0M
State Street Corp. 0.00% Add +1.0% 1,872,877 $28.9M
Nomura Holdings Inc. 0.08% Add +665.9% 1,720,159 $26.6M
Morgan Stanley 0.00% Add +14.4% 1,140,803 $17.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5.3% 1,100,546 $17.0M
Charles Schwab Investment Management Inc. 0.00% Add +6.5% 990,648 $15.3M
Victory Capital Management Inc. 0.01% Reduce -3.4% 767,730 $11.9M
Raymond James Financial Inc. 0.00% Reduce -15.9% 701,089 $10.8M
Sea Cliff Partners Management, LP 4.38% New 673,351 $10.4M
Northern Trust Corp. 0.00% Reduce -9.0% 650,427 $10.0M
Manufacturers Life Insurance Company, The 0.01% Add +0.1% 636,730 $9.8M
Bank of America Corp. 0.00% Reduce -33.6% 626,477 $9.7M
Hudson Bay Capital Management LP 0.06% Add +78.3% 605,455 $9.4M
Whitefort Capital Management, LP 2.92% Add +61.7% 600,000 $9.3M
Citadel Advisors 0.01% Add +1606.7% 589,821 $9.1M
SG Americas Securities, LLC 0.01% Add +3229.1% 566,976 $8.8M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -5.0% 474,323 $7.3M
Quinn Opportunity Partners LLC 0.28% Add +2.7% 413,860 $6.4M
Dimension Capital Management LLC 0.84% Add +19.7% 390,122 $6.0M
Walleye Capital LLC 0.04% Reduce -19.7% 371,995 $5.7M
TIG Advisors, LLC 0.27% New 364,373 $5.6M
LMR Partners LLP 0.07% New 360,315 $5.6M
Man Group plc 0.01% New 328,794 $5.1M
Pier Capital, LLC 0.80% Reduce -1.2% 324,834 $5.0M
Rock Springs Capital Management LP 0.25% New 310,000 $4.8M
Bank of New York Mellon Corp 0.00% Reduce -0.8% 308,561 $4.8M
Jane Street Group, LLC 0.01% Reduce -43.4% 287,376 $4.4M
Verition Fund Management LLC 0.02% Add +66.8% 281,196 $4.3M
Barclays PLC 0.00% Reduce -27.8% 246,966 $3.8M
AYAL Capital Advisors Ltd 1.90% Add +80.0% 225,000 $3.5M
Norges Bank 0.00% — 223,742 $3.5M
Kennedy Capital Management LLC 0.07% Add +0.2% 215,705 $3.3M
CastleKnight Management LP 0.18% Add +135.8% 200,700 $3.1M
Sivik Global Healthcare LLC 1.51% Reduce -9.1% 200,000 $3.1M
Clearline Capital LP 0.23% New 199,876 $3.1M
Invesco Ltd. 0.00% Reduce -89.6% 183,362 $2.8M
Gabelli Funds LLC 0.02% Reduce -23.3% 181,897 $2.8M
Susquehanna International Group, LLP 0.00% Reduce -44.5% 181,336 $2.8M
Jain Global LLC 0.03% New 174,114 $2.7M
Twin Securities, Inc. 1.01% Add +19.2% 170,258 $2.6M
Nuveen, LLC 0.00% Reduce -2.4% 165,747 $2.6M
Empowered Funds, LLC 0.04% Add +1340.9% 161,419 $2.5M
Deutsche Bank AG 0.00% Add +154.8% 159,907 $2.5M
Weiss Asset Management LP 0.04% Reduce -4.8% 158,589 $2.5M
Swiss National Bank 0.00% Add +1.8% 151,800 $2.3M
State of Wisconsin Investment Board 0.01% Add +0.4% 151,504 $2.3M
Centiva Capital, LP 0.14% New 150,556 $2.3M
Bridgeway Capital Management, LLC 0.05% New 150,192 $2.3M
JPMorgan Chase & Co. 0.00% Reduce -55.1% 145,417 $2.2M
Walleye Trading LLC 0.03% New 134,613 $2.1M
Edgestream Partners, L.P. 0.06% New 134,572 $2.1M
Atom Investors LP 0.16% New 134,053 $2.1M
Principal Financial Group Inc. 0.00% Add +45.4% 121,518 $1.9M
Wesbanco Bank Inc. 0.05% No change 120,000 $1.9M
BNP Paribas Financial Markets 0.00% Add +622.5% 116,358 $1.8M
TD Waterhouse Canada Inc. 0.01% Add +108.7% 115,338 $1.8M
Deerfield Management Company, L.P. 0.03% New 112,623 $1.7M
Deeter Investments LLP 0.34% — 102,502 $1.6M
Rhumbline Advisers 0.00% Reduce -15.3% 100,151 $1.5M
Wells Fargo & Company 0.00% Add +44.0% 91,501 $1.4M
Alliancebernstein L.P. 0.00% Add +6.4% 87,808 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +10.4% 86,646 $1.3M
Irenic Capital Management LP 0.18% Reduce -92.5% 84,620 $1.3M
California State Teachers Retirement System 0.00% Add +12.2% 82,072 $1.3M
Wolverine Asset Management LLC 0.07% Add +15.0% 76,529 $1.2M
Legal & General Group Plc 0.00% Reduce -7.9% 74,797 $1.2M
American Century Companies Inc. 0.00% Reduce -56.1% 69,099 $1.1M
Tranquility Partners, LLC 0.38% No change 68,062 $1.1M
Prelude Capital Management, LLC 0.07% Add +2.5% 62,743 $969K
Sirios Capital Management L P 0.10% Reduce -86.3% 51,186 $791K
Moore Capital Management, LP 0.02% No change 50,000 $773K
Holocene Advisors, LP 0.00% Add +52.5% 46,903 $725K
MetLife Investment Management, LLC 0.00% No change 46,364 $716K
Shay Capital LLC 0.11% New 46,000 $711K
Clear Harbor Asset Management, LLC 0.04% Add +30.1% 39,451 $610K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.1% 35,903 $555K
Marshall Wace, LLP 0.00% Reduce -19.4% 30,814 $476K
Inspire Investing, LLC 0.04% Add +45.4% 30,073 $465K
Cerity Partners LLC 0.00% New 30,005 $464K
Intech Investment Management LLC 0.00% No change 29,386 $454K
Simplex Trading, LLC 0.01% New 29,357 $454K
Headlands Technologies LLC 0.04% Reduce -27.8% 28,978 $448K
Sanctuary Advisors, LLC 0.00% Add +4.5% 28,488 $440K
Bessemer Group Inc. 0.00% New 27,999 $433K
Envestnet Asset Management Inc. 0.00% Reduce -3.4% 27,787 $429K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +61.7% 26,148 $404K
LPL Financial LLC 0.00% Add +6.6% 25,407 $393K
One68 Global Capital, LLC 4.37% New 24,000 $371K
New York State Common Retirement Fund 0.00% No change 23,438 $362K
Police & Firemen's Retirement System of New Jersey 0.00% No change 21,403 $331K
Arizona State Retirement System 0.00% Reduce -6.3% 21,312 $329K
Group One Trading LLC 0.01% Add +155.1% 20,864 $322K
Franklin Resources Inc. 0.00% Reduce -0.4% 20,488 $317K
ADAR1 Capital Management, LLC 0.02% No change 20,000 $309K
State Board of Administration of Florida Retirement System 0.00% No change 19,273 $298K
Handelsbanken Fonder AB 0.00% No change 18,100 $280K
HRT Financial LP 0.00% Reduce -79.4% 17,700 $273K
KLP Kapitalforvaltning As 0.00% Add +4.4% 16,500 $255K
TD Asset Management Inc 0.00% Reduce -18.5% 16,180 $250K
Walled Lake Planning & Wealth Management, LLC 0.08% No change 15,632 $242K
Quantinno Capital Management LP 0.00% New 15,425 $238K
ProShare Advisors LLC 0.00% Add +6.9% 14,135 $218K
Voya Investment Management LLC 0.00% No change 13,842 $214K
Camelot Portfolios, LLC 0.13% Reduce -3.1% 13,557 $209K
Millennium Management 0.00% New 13,112 $203K
Captrust Financial Advisors 0.00% Reduce -3.5% 11,730 $181K
Pictet Asset Management Holding SA 0.00% No change 11,528 $178K
Certuity, LLC 0.01% No change 11,360 $176K
Alpine Global Management, LLC 0.04% New 11,341 $175K
Bayforest Capital Ltd 0.13% Reduce -37.0% 11,169 $173K
Olympiad Research LP 0.45% No change 10,912 $169K
Level Four Advisory Services, LLC 0.01% Add +1.4% 10,575 $163K
Marble Bar Asset Management LLP 3.78% — 10,552 $163K
NewEdge Advisors, LLC 0.00% No change 10,500 $162K
CANADA LIFE ASSURANCE Co 0.00% Reduce -47.0% 10,023 $155K
Royal Bank of Canada 0.00% Reduce -20.7% 9,830 $152K
Citigroup Inc. 0.00% Reduce -86.2% 8,067 $125K
State of Alaska, Department of Revenue 0.00% Add +3.7% 7,282 $112K
Toronto Dominion Bank 0.00% Reduce -71.6% 7,100 $110K
Public Employees Retirement Association of Colorado 0.00% No change 7,083 $109K
Tower Research Capital LLC (TRC) 0.00% Reduce -48.6% 6,648 $103K
FNY Investment Advisers, LLC 0.03% Reduce -36.5% 6,500 $100K
Ameritas Investment Partners, Inc. 0.00% No change 6,462 $100K
Russell Investments Group, Ltd. 0.00% Reduce -71.9% 6,126 $95K
Covestor Ltd 0.04% Reduce -14.4% 5,246 $81K
Sterling Capital Management LLC 0.00% Reduce -16.8% 4,458 $69K
KBC Group NV 0.00% No change 2,555 $39K
Amalgamated Bank 0.00% Reduce -8.8% 2,430 $38K
Rockefeller Capital Management L.P. 0.00% Add +32.7% 1,938 $30K
Public Employees Retirement System of Ohio 0.00% Add +12.9% 1,518 $23K
Luken Investment Analytics, LLC 0.01% New 1,275 $20K
Quadrant Capital Group LLC 0.00% Reduce -1.9% 1,094 $17K
Oakum Bay Capital LLC 0.01% — 1,000 $15K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +34.3% 916 $14K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $14K
PNC Financial Services Group, Inc. 0.00% Reduce -68.3% 856 $13K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.7% 862 $13K
Jones Financial Companies LLLP 0.00% Reduce -38.6% 753 $12K
Osaic Holdings, Inc. 0.00% Add +91.9% 733 $11K
Comerica Bank 0.00% Reduce -5.2% 677 $10K
Los Angeles Capital Management LLC 0.00% New 422 $9K
AlphaQuest LLC 0.00% Reduce -58.9% 499 $8K
Allworth Financial LP 0.00% Reduce -5.3% 408 $6K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $6K
Farther Finance Advisors, LLC 0.00% Reduce -28.9% 342 $5K
GAMMA Investing LLC 0.00% Add +54.0% 328 $5K
J.Safra Asset Management Corp 0.00% No change 221 $3K
Versant Capital Management, Inc 0.00% New 199 $3K
Optiver Holding B.V. 0.00% Reduce -62.1% 193 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.9% 175 $3K
Kilter Group LLC 0.00% Add +307.7% 159 $2K
Parallel Advisors, LLC 0.00% Reduce -69.0% 150 $2K
Cwm, LLC 0.00% Reduce -67.4% 145 $2K
IFP Advisors, Inc 0.00% Reduce -29.4% 115 $2K
Quarry LP 0.00% Reduce -88.8% 110 $2K
US Bancorp \de 0.00% Reduce -66.3% 90 $1K
Fifth Third Bancorp 0.00% No change 75 $1K
Smartleaf Asset Management LLC 0.00% Reduce -8.1% 68 $1K
Blue Trust, Inc. 0.00% New 42 $649
Rothschild Investment LLC 0.00% Reduce -81.5% 25 $386
Godfrey Financial Associates, Inc. 0.00% — 21 $324
Transamerica Financial Advisors, LLC 0.00% Reduce -81.4% 8 $124
SBI Securities Co., Ltd. 0.00% Reduce -84.2% 6 $93
Essential Partners LLC 0.00% New 5 $77
Steward Partners Investment Advisory, LLC 0.00% No change 4 $62
Dunhill Financial, LLC 0.00% New 2 $34
Root Financial Partners, LLC 0.00% Reduce -33.3% 2 $31

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