Surgery PartnersSGRY
13F holders, Q2 2026 (June 30)187holders +5
33new positions
27sold out
5famous investors
$16.79avg. 13F price*
At the end of Q2 2026, 187 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, up 5 from Q1 2026. 33 opened new positions and 27 sold out. The largest holders were Bain Capital Investors LLC ($839.1M), Jupiter Topco LLC ($233.2M) and Pentwater Capital Management LP ($195.4M). 5 famous investors held it, including Howard Marks (0.4% of Oaktree Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Surgery Partners Inc.
- CUSIP
- 86881A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $46.3M |
| Exits | 27 | $46.0M |
All 13F filers, Q1 2026 → Q2 2026: 12,248,706 shares bought and 13,928,684 shares sold, net −1,679,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Bain Capital Investors LLC | 17.42% | No change | 49,946,972 | $839.1M |
| Jupiter Topco LLC | 0.10% | — | 13,882,155 | $233.2M |
| Pentwater Capital Management LP | 1.56% | Reduce -8.1% | 11,630,000 | $195.4M |
| UBS Group AG | 0.02% | Reduce -15.9% | 8,573,413 | $144.0M |
| BlackRock, Inc. | 0.00% | Add +10.3% | 6,241,503 | $104.9M |
| King Street Capital Management, L.P. | 53.66% | Reduce -40.8% | 6,058,141 | $101.8M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +203.4% | 5,916,197 | $99.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -6.7% | 4,943,713 | $83.1M |
| Clearbridge Investments, LLC | 0.05% | Reduce -7.2% | 3,823,179 | $64.2M |
| Vanguard Portfolio Management LLC | 0.00% | Add +3.0% | 3,737,712 | $62.8M |
| Vanguard Capital Management LLC | 0.00% | Add +2.3% | 3,509,535 | $59.0M |
| Davidson Kempner Capital Management LP | 1.38% | No change | 3,336,464 | $56.1M |
| HSBC Holdings PLC | 0.02% | Add +54.5% | 2,958,912 | $48.9M |
| FMR LLC | 0.00% | Reduce -1.9% | 2,149,009 | $36.1M |
| State Street Corp. | 0.00% | Add +9.6% | 2,140,905 | $36.0M |
| Geode Capital Management, LLC | 0.00% | Add +5.7% | 2,116,579 | $35.6M |
| Nomura Holdings Inc. | 0.11% | Add +110.9% | 1,525,108 | $25.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.4% | 1,471,492 | $24.7M |
| LMR Partners LLP | 0.21% | Add +23.7% | 1,360,587 | $22.9M |
| Morgan Stanley | 0.00% | Add +21.8% | 1,232,751 | $20.7M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 1,212,766 | $20.4M |
| Victory Capital Management Inc. | 0.01% | Add +42.5% | 1,083,812 | $18.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.3% | 1,081,600 | $18.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.7% | 1,079,626 | $18.1M |
| Hein Park Capital Management LP | 35.74% | New | 1,068,621 | $18.0M |
| Varde Management, L.P. | 25.12% | Add +32.8% | 1,003,447 | $16.9M |
| Whitefort Capital Management, LP | 3.87% | Reduce -1.1% | 901,332 | $15.1M |
| Raymond James Financial Inc. | 0.00% | Add +8.8% | 867,776 | $14.6M |
| Oaktree Capital Management | 0.38% | New | 862,588 | $14.5M |
| Sea Cliff Partners Management, LP | 6.30% | Reduce -18.6% | 845,864 | $14.2M |
| Northern Trust Corp. | 0.00% | Add +9.3% | 741,577 | $12.5M |
| Man Group plc | 0.02% | Reduce -26.3% | 697,552 | $11.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +2.4% | 653,470 | $11.0M |
| Kennedy Capital Management LLC | 0.16% | Add +249.9% | 547,967 | $9.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.8% | 508,254 | $8.5M |
| Dimension Capital Management LLC | 0.89% | Reduce -15.1% | 450,606 | $7.6M |
| Hudson Bay Capital Management LP | 0.04% | Reduce -29.8% | 426,592 | $7.2M |
| Quinn Opportunity Partners LLC | 0.25% | Reduce -21.8% | 323,860 | $5.4M |
| Pier Capital, LLC | 0.72% | Add +0.0% | 322,265 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.4% | 320,206 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 320,288 | $5.4M |
| Citadel Advisors | 0.00% | Reduce -27.5% | 291,280 | $4.9M |
| Prelude Capital Management, LLC | 0.27% | Add +688.7% | 218,805 | $3.7M |
| Invesco Ltd. | 0.00% | Reduce -2.7% | 203,358 | $3.4M |
| CastleKnight Management LP | 0.12% | No change | 200,700 | $3.4M |
| Nuveen, LLC | 0.00% | Add +14.8% | 191,487 | $3.2M |
| Penn Capital Management Company, LLC | 0.19% | New | 175,083 | $2.9M |
| Sirios Capital Management L P | 0.35% | Reduce -13.1% | 172,976 | $2.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +19.9% | 166,411 | $2.8M |
| TD Asset Management Inc | 0.00% | Add +139.8% | 158,094 | $2.7M |
| Swiss National Bank | 0.00% | Add +1.5% | 155,800 | $2.6M |
| Tudor Investment Corporation | 0.01% | Reduce -43.0% | 153,926 | $2.6M |
| Principal Financial Group Inc. | 0.00% | Add +7.4% | 150,939 | $2.5M |
| First Trust Advisors LP | 0.00% | Add +246.3% | 141,088 | $2.4M |
| Allianz Asset Management GmbH | 0.00% | New | 140,000 | $2.4M |
| Holocene Advisors, LP | 0.01% | Add +11.5% | 136,328 | $2.3M |
| Renaissance Technologies | 0.00% | New | 130,100 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +28.1% | 126,064 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -60.6% | 110,698 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +131.0% | 109,264 | $1.8M |
| Rhumbline Advisers | 0.00% | Add +4.8% | 104,565 | $1.8M |
| California State Teachers Retirement System | 0.00% | Reduce -10.1% | 102,250 | $1.7M |
| Marshall Wace, LLP | 0.00% | Add +643.5% | 95,362 | $1.6M |
| Gabelli Funds LLC | 0.01% | Reduce -9.9% | 91,197 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +9.4% | 90,290 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +23.2% | 88,977 | $1.5M |
| Rock Springs Capital Management LP | 0.07% | Reduce -59.6% | 84,000 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +104.9% | 78,790 | $1.3M |
| Wolverine Asset Management LLC | 0.07% | No change | 76,529 | $1.3M |
| Tranquility Partners, LLC | 0.43% | Add +10.1% | 74,923 | $1.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +23.7% | 72,569 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 72,056 | $1.2M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 71,702 | $1.2M |
| Mirabella Financial Services LLP | 0.12% | New | 65,430 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | New | 64,377 | $1.1M |
| Zacks Investment Management | 0.01% | New | 64,181 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 87,900 | $1.0M |
| Dark Forest Capital Management LP | 0.06% | Reduce -38.8% | 55,247 | $928K |
| Cerity Partners LLC | 0.00% | Add +0.9% | 50,485 | $848K |
| Moore Capital Management, LP | 0.02% | No change | 50,000 | $840K |
| XTX Topco Ltd | 0.01% | Add +265.1% | 49,949 | $839K |
| MetLife Investment Management, LLC | 0.00% | Add +1.7% | 46,704 | $785K |
| Marble Bar Asset Management LLP | 0.54% | Add +194.3% | 46,589 | $783K |
| AQR Capital Management | 0.00% | Add +286.1% | 46,155 | $775K |
| Citigroup Inc. | 0.00% | Add +271.9% | 45,690 | $768K |
| Russell Investments Group, Ltd. | 0.00% | Add +597.0% | 41,244 | $693K |
| Inspire Investing, LLC | 0.03% | Reduce -6.3% | 40,669 | $683K |
| Envestnet Asset Management Inc. | 0.00% | Add +40.3% | 39,477 | $663K |
| LPL Financial LLC | 0.00% | Add +9.3% | 39,304 | $660K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.4% | 36,808 | $618K |
| Sei Investments Co. | 0.00% | New | 32,864 | $552K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -0.2% | 29,570 | $497K |
| New York State Common Retirement Fund | 0.00% | Add +26.0% | 29,538 | $496K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.3% | 27,960 | $470K |
| One68 Global Capital, LLC | 0.96% | Reduce -40.0% | 27,000 | $454K |
| Natixis Advisors, LLC | 0.00% | New | 26,421 | $443K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 26,148 | $439K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +13.8% | 24,347 | $409K |
| Jones Financial Companies LLLP | 0.00% | Add +72.7% | 24,650 | $390K |
| Barclays PLC | 0.00% | Reduce -49.4% | 22,858 | $384K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 22,172 | $372K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 21,426 | $360K |
| Creative Planning | 0.00% | Add +60.6% | 21,287 | $358K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,273 | $324K |
| Sterling Capital Management LLC | 0.01% | Add +630.8% | 18,731 | $315K |
| Handelsbanken Fonder AB | 0.00% | Add +2.8% | 18,600 | $312K |
| Squarepoint Ops LLC | 0.00% | New | 18,333 | $308K |
| Evergreen Capital Management LLC | 0.01% | New | 18,154 | $305K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 17,368 | $292K |
| Intech Investment Management LLC | 0.00% | Reduce -2.3% | 17,155 | $288K |
| Mackenzie Financial Corp. | 0.00% | New | 16,853 | $283K |
| KLP Kapitalforvaltning As | 0.00% | No change | 16,500 | $277K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | No change | 15,632 | $263K |
| State of Wyoming | 0.03% | New | 15,571 | $262K |
| Voya Investment Management LLC | 0.00% | Add +13.3% | 15,390 | $259K |
| Blackstone Inc. | 0.00% | New | 15,343 | $258K |
| Level Four Advisory Services, LLC | 0.01% | Add +19.4% | 14,157 | $238K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -34.9% | 14,000 | $235K |
| Camelot Portfolios, LLC | 0.16% | Reduce -0.1% | 13,712 | $230K |
| SG Americas Securities, LLC | 0.00% | Reduce -94.7% | 13,585 | $228K |
| Prudential Financial Inc. | 0.00% | Add +10.4% | 13,275 | $223K |
| Shay Capital LLC | 0.02% | Reduce -44.7% | 13,000 | $218K |
| Empowered Funds, LLC | 0.00% | Reduce -88.2% | 12,858 | $216K |
| Aristeia Capital, L.L.C. | 0.01% | Reduce -50.5% | 11,863 | $199K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,528 | $194K |
| Olympiad Research LP | 0.38% | No change | 10,912 | $183K |
| ProShare Advisors LLC | 0.00% | Reduce -6.7% | 10,466 | $176K |
| State of Wisconsin Investment Board | 0.00% | Reduce -92.6% | 10,441 | $175K |
| Abel Hall, LLC | 0.03% | New | 10,315 | $173K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 10,023 | $168K |
| Royal Bank of Canada | 0.00% | Add +33.6% | 8,795 | $147K |
| Simplex Trading, LLC | 0.00% | Add +205.2% | 8,540 | $143K |
| State of Alaska, Department of Revenue | 0.00% | No change | 7,282 | $122K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +12.3% | 7,255 | $122K |
| Fulcrum Asset Management LLP | 0.01% | New | 7,340 | $122K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,083 | $119K |
| FNY Investment Advisers, LLC | 0.04% | No change | 6,500 | $109K |
| Centiva Capital, LP | 0.00% | Reduce -97.6% | 5,000 | $84K |
| Covestor Ltd | 0.05% | Add +44.0% | 4,791 | $81K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 3,843 | $65K |
| Walleye Capital LLC | 0.00% | Add +11.6% | 3,529 | $59K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -42.6% | 3,268 | $55K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 3,247 | $55K |
| Nisa Investment Advisors, LLC | 0.00% | Add +96.2% | 3,122 | $52K |
| KBC Group NV | 0.00% | No change | 2,555 | $43K |
| Public Employees Retirement System of Ohio | 0.00% | Add +24.9% | 2,260 | $38K |
| US Bancorp \de | 0.00% | Add +268.2% | 1,716 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -41.9% | 1,688 | $28K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -5.3% | 1,557 | $26K |
| Fifth Third Bancorp | 0.00% | Reduce -66.9% | 1,347 | $23K |
| Nykredit A/S | 0.00% | — | 1,170 | $20K |
| Allworth Financial LP | 0.00% | Add +42.9% | 789 | $13K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -40.7% | 735 | $12K |
| Osaic Holdings, Inc. | 0.00% | Add +252.6% | 677 | $11K |
| SJS Investment Consulting Inc. | 0.00% | New | 616 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +810.3% | 528 | $9K |
| Los Angeles Capital Management LLC | 0.00% | No change | 422 | $7K |
| Optiver Holding B.V. | 0.00% | Reduce -8.9% | 329 | $6K |
| Arax Advisory Partners | 0.00% | New | 317 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 289 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -50.4% | 268 | $5K |
| NewEdge Advisors, LLC | 0.00% | Reduce -97.1% | 250 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -30.9% | 248 | $4K |
| Kilter Group LLC | 0.00% | No change | 178 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 175 | $3K |
| Hickory Point Bank & Trust | 0.00% | No change | 150 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 108 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +760.0% | 86 | $1K |
| Signaturefd, LLC | 0.00% | No change | 85 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 80 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +192.0% | 73 | $1K |
| True Wealth Design, LLC | 0.00% | New | 66 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 45 | $756 |
| Bare Financial Services, Inc | 0.00% | New | 38 | $638 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -44.1% | 38 | $638 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 37 | $622 |
| Financial Consulate, Inc. | 0.00% | New | 30 | $504 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 30 | $504 |
| Arlington Trust Co LLC | 0.00% | No change | 29 | $487 |
| Clearstead Advisors, LLC | 0.00% | New | 22 | $370 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 21 | $353 |
| Buck Wealth Strategies, LLC | 0.00% | New | 16 | $269 |
| Rothschild Investment LLC | 0.00% | Reduce -40.0% | 15 | $252 |
| Stone House Investment Management, LLC | 0.00% | New | 8 | $134 |
| Fiduciary Financial Advisors | 0.00% | New | 6 | $101 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4 | $67 |
| Essential Partners LLC | 0.00% | New | 1 | $17 |
"% of holder's portfolio" is SGRY's weight in each manager's 13F, not the share of Surgery Partners Inc. the manager owns.