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
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.