Surgery PartnersSGRY

13F holders, Q1 2026 (March 31)
182holders +1
27new positions
28sold out
4famous investors
$11.92avg. 13F price*

At the end of Q1 2026, 182 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, up 1 from Q4 2025. 27 opened new positions and 28 sold out. The largest holders were Bain Capital Investors LLC ($595.4M), Janus Henderson Group PLC ($161.4M) and Pentwater Capital Management LP ($150.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions27$17.7M
Exits28$29.0M

All 13F filers, Q4 2025 → Q1 2026: 15,144,439 shares bought and 12,804,802 shares sold, net +2,339,637 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 182 holders

Bain Capital Investors LLC 18.22% No change 49,946,972 $595.4M
Janus Henderson Group PLC 0.08% Add +0.0% 13,540,385 $161.4M
Pentwater Capital Management LP 1.07% Add +26.6% 12,655,000 $150.8M
King Street Capital Management, L.P. 37.17% No change 10,229,730 $121.9M
UBS Group AG 0.02% Add +30.6% 10,191,781 $121.5M
BlackRock, Inc. 0.00% Reduce -0.5% 5,660,788 $67.5M
Dimensional Fund Advisors LP 0.01% Add +8.0% 5,296,411 $63.1M
Clearbridge Investments, LLC 0.04% Reduce -2.6% 4,118,056 $49.1M
Vanguard Portfolio Management LLC 0.00% — 3,628,431 $43.3M
Vanguard Capital Management LLC 0.00% — 3,430,795 $40.9M
Davidson Kempner Capital Management LP 1.09% Add +40.7% 3,336,464 $39.8M
FMR LLC 0.00% Reduce -66.7% 2,191,465 $26.1M
Geode Capital Management, LLC 0.00% Add +3.0% 2,002,374 $23.9M
State Street Corp. 0.00% Add +4.3% 1,953,778 $23.3M
T. Rowe Price Investment Management, Inc. 0.02% Add +311.1% 1,949,720 $23.2M
HSBC Holdings PLC 0.01% Reduce -0.8% 1,915,668 $22.6M
Glenview Capital Management, LLC 0.58% Reduce -53.3% 1,800,000 $21.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +44.4% 1,589,368 $18.9M
Goldman Sachs Group Inc. 0.00% Reduce -34.7% 1,280,552 $15.3M
Bank of America Corp. 0.00% Add +97.9% 1,239,982 $14.8M
Charles Schwab Investment Management Inc. 0.00% Add +11.8% 1,107,250 $13.2M
LMR Partners LLP 0.16% Add +205.3% 1,100,000 $13.1M
Sea Cliff Partners Management, LP 6.40% Add +54.4% 1,039,799 $12.4M
Morgan Stanley 0.00% Reduce -11.3% 1,012,177 $12.1M
Man Group plc 0.02% Add +187.9% 946,519 $11.3M
Whitefort Capital Management, LP 3.43% Add +51.9% 911,136 $10.9M
Raymond James Financial Inc. 0.00% Add +13.8% 797,794 $9.5M
Victory Capital Management Inc. 0.01% Reduce -1.0% 760,341 $9.1M
Varde Management, L.P. 18.26% New 755,438 $9.0M
Nomura Holdings Inc. 0.07% Reduce -58.0% 723,240 $8.6M
Irenic Capital Management LP 0.77% Add +740.2% 711,000 $8.5M
Northern Trust Corp. 0.00% Add +4.3% 678,645 $8.1M
Manufacturers Life Insurance Company, The 0.01% Add +0.2% 638,047 $7.6M
Hudson Bay Capital Management LP 0.05% Add +0.4% 607,762 $7.2M
Dimension Capital Management LLC 0.89% Add +36.0% 530,606 $6.3M
Vanguard Fiduciary Trust Co. 0.00% — 489,576 $5.8M
Millennium Management 0.00% Add +3132.5% 423,840 $5.1M
Quinn Opportunity Partners LLC 0.26% No change 413,860 $4.9M
Citadel Advisors 0.00% Reduce -31.9% 401,551 $4.8M
JPMorgan Chase & Co. 0.00% Add +131.3% 336,384 $3.9M
Pier Capital, LLC 0.63% Reduce -0.8% 322,246 $3.8M
Clearline Capital LP 0.29% Add +57.2% 314,144 $3.7M
Bank of New York Mellon Corp 0.00% Reduce -2.4% 301,021 $3.6M
BNP Paribas Financial Markets 0.00% Add +141.8% 281,352 $3.4M
Tudor Investment Corporation 0.02% New 270,153 $3.2M
SG Americas Securities, LLC 0.00% Reduce -54.5% 258,141 $3.1M
Centiva Capital, LP 0.12% Add +40.4% 211,299 $2.5M
Invesco Ltd. 0.00% Add +13.9% 208,923 $2.5M
Rock Springs Capital Management LP 0.15% Reduce -32.9% 208,000 $2.5M
CastleKnight Management LP 0.11% No change 200,700 $2.4M
Sirios Capital Management L P 0.29% Add +288.9% 199,054 $2.4M
Nuveen, LLC 0.00% Add +0.6% 166,797 $2.0M
Kennedy Capital Management LLC 0.04% Reduce -27.4% 156,622 $1.9M
Swiss National Bank 0.00% Add +1.1% 153,500 $1.8M
TD Waterhouse Canada Inc. 0.01% Add +20.4% 138,852 $1.7M
Principal Financial Group Inc. 0.00% Add +15.7% 140,574 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -7.3% 140,366 $1.7M
Holocene Advisors, LP 0.00% Add +160.7% 122,258 $1.5M
Wesbanco Bank Inc. 0.04% No change 120,000 $1.4M
Alliancebernstein L.P. 0.00% No change 87,808 $1.4M
California State Teachers Retirement System 0.00% Add +38.5% 113,671 $1.4M
Empowered Funds, LLC 0.01% Reduce -32.8% 108,491 $1.3M
Gabelli Funds LLC 0.01% Reduce -44.4% 101,197 $1.2M
Bridgeway Capital Management, LLC 0.02% Reduce -33.3% 100,192 $1.2M
Rhumbline Advisers 0.00% Reduce -0.3% 99,826 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +13.6% 98,414 $1.2M
Dark Forest Capital Management LP 0.10% New 90,198 $1.1M
TIG Advisors, LLC 0.05% Reduce -76.3% 86,212 $1.0M
Quantinno Capital Management LP 0.00% Add +435.0% 82,520 $984K
Wolverine Asset Management LLC 0.05% No change 76,529 $912K
Deutsche Bank AG 0.00% Reduce -54.8% 72,228 $861K
Jane Street Group, LLC 0.00% Reduce -75.0% 71,790 $856K
Corient Private Wealth LP 0.00% New 71,733 $855K
Legal & General Group Plc 0.00% Reduce -5.2% 70,934 $846K
Tranquility Partners, LLC 0.31% No change 68,062 $811K
TD Asset Management Inc 0.00% Add +307.4% 65,920 $786K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 58,670 $699K
Cerity Partners LLC 0.00% Add +66.7% 50,024 $596K
Moore Capital Management, LP 0.02% No change 50,000 $596K
Susquehanna International Group, LLP 0.00% Reduce -73.9% 47,304 $564K
MetLife Investment Management, LLC 0.00% Reduce -0.9% 45,943 $548K
Barclays PLC 0.00% Reduce -81.7% 45,125 $538K
One68 Global Capital, LLC 1.74% Add +87.5% 45,000 $536K
Inspire Investing, LLC 0.03% Add +44.4% 43,409 $517K
First Trust Advisors LP 0.00% New 40,738 $486K
Mangrove Partners Im, LLC 0.04% New 39,525 $471K
Wells Fargo & Company 0.00% Reduce -58.0% 38,448 $458K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.1% 36,291 $433K
LPL Financial LLC 0.00% Add +41.5% 35,944 $428K
IMC-Chicago, LLC 0.01% New 31,676 $378K
Vanguard Global Advisers, LLC 0.00% — 29,616 $353K
Jump Financial, LLC 0.01% New 28,295 $337K
Envestnet Asset Management Inc. 0.00% Add +1.3% 28,146 $336K
Prelude Capital Management, LLC 0.03% Reduce -55.8% 27,743 $331K
Sanctuary Advisors, LLC 0.00% Reduce -5.0% 27,074 $323K
VARCOV Co. 0.12% New 26,187 $312K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 26,148 $312K
Aristeia Capital, L.L.C. 0.01% New 23,981 $286K
Shay Capital LLC 0.04% Reduce -48.9% 23,500 $280K
New York State Common Retirement Fund 0.00% No change 23,438 $279K

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

Show all 182 holders