Surgery PartnersSGRY
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $17.7M |
| Exits | 28 | $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 |
| Boothbay Fund Management, LLC | 0.01% | New | 21,500 | $256K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 21,403 | $255K |
| Arizona State Retirement System | 0.00% | Add +0.0% | 21,316 | $254K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -47.1% | 20,851 | $249K |
| Franklin Resources Inc. | 0.00% | No change | 20,488 | $244K |
| ADAR1 Capital Management, LLC | 0.01% | No change | 20,000 | $238K |
| Entropy Technologies, LP | 0.01% | New | 19,686 | $235K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,273 | $230K |
| Handelsbanken Fonder AB | 0.00% | No change | 18,100 | $216K |
| Intech Investment Management LLC | 0.00% | Reduce -40.3% | 17,558 | $209K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 17,368 | $207K |
| KLP Kapitalforvaltning As | 0.00% | No change | 16,500 | $197K |
| Marble Bar Asset Management LLP | 0.19% | Add +50.0% | 15,828 | $189K |
| Walled Lake Planning & Wealth Management, LLC | 0.05% | No change | 15,632 | $186K |
| Jones Financial Companies LLLP | 0.00% | Add +1795.6% | 14,274 | $164K |
| Camelot Portfolios, LLC | 0.12% | Add +1.3% | 13,732 | $164K |
| XTX Topco Ltd | 0.00% | New | 13,682 | $163K |
| Voya Investment Management LLC | 0.00% | Reduce -1.8% | 13,588 | $162K |
| Creative Planning | 0.00% | New | 13,253 | $158K |
| Marshall Wace, LLP | 0.00% | Reduce -58.4% | 12,826 | $153K |
| Citigroup Inc. | 0.00% | Add +52.3% | 12,284 | $146K |
| Prudential Financial Inc. | 0.00% | New | 12,025 | $143K |
| AQR Capital Management | 0.00% | New | 11,953 | $142K |
| Level Four Advisory Services, LLC | 0.00% | Add +12.1% | 11,853 | $141K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,528 | $137K |
| ProShare Advisors LLC | 0.00% | Reduce -20.7% | 11,213 | $134K |
| Olympiad Research LP | 0.40% | No change | 10,912 | $130K |
| Graham Capital Management, L.P. | 0.01% | New | 10,323 | $123K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 10,023 | $120K |
| Twin Securities, Inc. | 0.06% | Reduce -94.1% | 10,025 | $119K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.6% | 8,550 | $102K |
| State of Alaska, Department of Revenue | 0.00% | No change | 7,282 | $86K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,083 | $84K |
| Royal Bank of Canada | 0.00% | Reduce -33.0% | 6,584 | $79K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,462 | $77K |
| FNY Investment Advisers, LLC | 0.03% | No change | 6,500 | $77K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.4% | 5,917 | $71K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.3% | 5,697 | $68K |
| Fifth Third Bancorp | 0.00% | Add +5324.0% | 4,068 | $48K |
| Rockefeller Capital Management L.P. | 0.00% | Add +98.3% | 3,843 | $46K |
| Covestor Ltd | 0.03% | Reduce -36.6% | 3,326 | $40K |
| Walleye Capital LLC | 0.00% | Reduce -99.2% | 3,162 | $38K |
| PNC Financial Services Group, Inc. | 0.00% | Add +239.6% | 2,907 | $35K |
| Simplex Trading, LLC | 0.00% | Reduce -90.5% | 2,798 | $33K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 2,563 | $31K |
| KBC Group NV | 0.00% | No change | 2,555 | $30K |
| Public Employees Retirement System of Ohio | 0.00% | Add +19.2% | 1,809 | $22K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +90.8% | 1,645 | $20K |
| Nisa Investment Advisors, LLC | 0.00% | New | 1,591 | $19K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +35.4% | 1,240 | $15K |
| Oakum Bay Capital LLC | 0.01% | Add +20.9% | 1,209 | $14K |
| Quadrant Capital Group LLC | 0.00% | Reduce -8.6% | 1,000 | $12K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 900 | $11K |
| Cwm, LLC | 0.00% | Add +376.6% | 691 | $8K |
| Allworth Financial LP | 0.00% | Add +35.3% | 552 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +260.0% | 540 | $6K |
| US Bancorp \de | 0.00% | Add +417.8% | 466 | $6K |
| Los Angeles Capital Management LLC | 0.00% | No change | 422 | $5K |
| Optiver Holding B.V. | 0.00% | Add +87.0% | 361 | $4K |
| GAMMA Investing LLC | 0.00% | Add +9.4% | 359 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.8% | 192 | $2K |
| Kilter Group LLC | 0.00% | Add +11.9% | 178 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 175 | $2K |
| Hickory Point Bank & Trust | 0.00% | New | 150 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 115 | $1K |
| Advisory Services Network, LLC | 0.00% | New | 107 | $1K |
| Signaturefd, LLC | 0.00% | New | 85 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Add +17.6% | 80 | $928 |
| SBI Securities Co., Ltd. | 0.00% | Add +1033.3% | 68 | $811 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -83.0% | 58 | $711 |
| Sunrise Financial Services, LLC | 0.00% | New | 36 | $429 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 30 | $358 |
| Arlington Trust Co LLC | 0.00% | New | 29 | $346 |
| Rothschild Investment LLC | 0.00% | No change | 25 | $298 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 25 | $298 |
| MAI Capital Management | 0.00% | New | 21 | $251 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 21 | $250 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +25.0% | 10 | $119 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4 | $48 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $26 |
| Root Financial Partners, LLC | 0.00% | No change | 2 | $24 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $12 |
"% of holder's portfolio" is SGRY's weight in each manager's 13F, not the share of Surgery Partners Inc. the manager owns.