Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2015 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
SGRY on Nasdaq
Shares outstanding
129,870,130
Price per share
$14.85
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
154,909,819
Total reported value
$2,393,364,597
% of total 13F portfolios
0.01%
Share change
+4,338,880
Value change
+$41,055,862
Number of holders
179
Price from insider filings
$14.85
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BCPE Seminole Holdings LP 23% -0.62% $687,963,459 30,055,197 0% BCPE Seminole Holdings II Intermediate, LP 16 Jun 2025
JANUS HENDERSON GROUP PLC 10% +1% $282,111,656 +$1,767,274 13,036,583 +0.63% JANUS HENDERSON GROUP PLC 30 Sep 2025
Pentwater Capital Management LP 7.7% -16% $160,800,000 -$27,030,480 10,000,000 -14% Pentwater Capital Management LP 31 Dec 2025
KING STREET CAPITAL MANAGEMENT, L.P. 7.2% $202,116,085 9,339,930 King Street Capital Management, L.P. 30 Oct 2025
FMR LLC 5.1% -35% $100,999,508 -$53,831,666 6,537,016 -35% FMR LLC 31 Dec 2025
BlackRock, Inc. 4.4% $126,722,839 5,675,004 BlackRock, Inc. 31 Mar 2025
WELLINGTON MANAGEMENT GROUP LLP 0% -93% $4,783 -$156,297,520 217 -100% Wellington Management Group LLP 30 Jun 2025

As of 31 Dec 2025, 179 institutional investors reported holding 154,909,819 shares of Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY). This represents 119% of the company’s total 129,870,130 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY) together control 109% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Bain Capital Investors LLC 38% 49,946,972 0% 17% $771,680,717
JANUS HENDERSON GROUP PLC 10% 13,537,984 +3.8% 0.09% $209,161,693
KING STREET CAPITAL MANAGEMENT, L.P. 7.9% 10,229,730 +9.5% 22% $158,049,328
Pentwater Capital Management LP 7.7% 10,000,000 -14% 1.1% $154,500,000
UBS Group AG 6% 7,803,974 +111% 0.02% $120,571,398
VANGUARD GROUP INC 5.8% 7,565,905 -0.64% 0% $116,893,233
FMR LLC 5.1% 6,575,016 -37% 0.01% $101,583,994
BlackRock, Inc. 4.4% 5,691,031 +0.58% 0% $87,926,429
DIMENSIONAL FUND ADVISORS LP 3.8% 4,906,580 +0.95% 0.02% $75,808,355
Clearbridge Investments, LLC 3.3% 4,228,451 -0.33% 0.05% $65,329,565
GLENVIEW CAPITAL MANAGEMENT, LLC 3% 3,858,088 +51% 1.3% $59,607,460
Davidson Kempner Capital Management LP 1.8% 2,371,464 0.8% $36,639,119
GOLDMAN SACHS GROUP INC 1.5% 1,959,686 +528% 0% $30,277,149
GEODE CAPITAL MANAGEMENT, LLC 1.5% 1,943,449 +0.59% 0% $30,031,292
STATE STREET CORP 1.4% 1,872,877 +0.99% 0% $28,935,950
NOMURA HOLDINGS INC 1.3% 1,720,159 +666% 0.2% $26,576,457
MORGAN STANLEY 0.88% 1,140,803 +14% 0% $17,625,407
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.85% 1,100,546 +5.3% 0% $17,003,436
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.76% 990,648 +6.4% 0% $15,305,512
VICTORY CAPITAL MANAGEMENT INC 0.59% 767,730 -3.4% 0.01% $11,861,429
RAYMOND JAMES FINANCIAL INC 0.54% 701,089 -16% 0% $10,831,820
Sea Cliff Partners Management, LP 0.52% 673,351 4.4% $10,403,273
NORTHERN TRUST CORP 0.5% 650,427 -9% 0% $10,049,097
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.49% 636,730 +0.09% 0.01% $9,837,479
BANK OF AMERICA CORP /DE/ 0.48% 626,477 -34% 0% $9,679,069

Institutional Holders of Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 154,909,819 $2,393,364,597 +$41,055,862 $15.45 179
2025 Q3 151,406,137 $3,276,548,227 +$150,915,327 $21.64 197
2025 Q2 144,278,301 $3,207,216,275 +$96,557,278 $22.23 197
2025 Q1 139,643,559 $3,318,979,664 -$12,576,150 $23.75 204
2024 Q4 141,590,930 $2,997,289,879 +$19,892,991 $21.17 179
2024 Q3 137,923,250 $4,445,824,164 -$93,744,817 $32.24 184
2024 Q2 141,883,973 $3,375,681,923 +$113,712,319 $23.79 176
2024 Q1 136,901,931 $4,083,856,130 +$38,695,342 $29.83 178
2023 Q4 135,040,344 $4,320,033,899 +$5,014,626 $31.99 173
2023 Q3 134,819,136 $3,943,422,688 +$14,620,005 $29.25 164
2023 Q2 132,665,983 $5,968,815,677 +$151,844,535 $44.99 166
2023 Q1 130,043,383 $4,482,475,885 +$52,737,369 $34.47 151
2022 Q4 128,874,004 $3,590,376,282 +$982,835,667 $27.86 158
2022 Q3 93,927,789 $2,198,657,234 +$8,876,623 $23.40 130
2022 Q2 92,368,659 $2,671,774,444 +$36,680,603 $28.92 131
2022 Q1 90,688,899 $4,990,971,268 +$127,182,466 $55.05 142
2021 Q4 88,382,048 $4,720,313,294 +$406,797,201 $53.41 133
2021 Q3 81,052,523 $3,431,762,979 +$5,393,826 $42.34 133
2021 Q2 80,625,719 $5,370,104,650 +$1,564,829,794 $66.62 134
2021 Q1 57,619,712 $2,550,066,106 +$478,555,256 $44.26 119
2020 Q4 47,610,695 $1,381,528,968 -$18,908,903 $29.01 114
2020 Q3 47,513,254 $1,040,400,198 +$2,262,549 $21.90 99
2020 Q2 48,235,131 $557,972,424 +$27,624,491 $11.57 97
2020 Q1 46,997,441 $306,469,825 -$2,816,295 $6.53 83
2019 Q4 45,555,720 $715,530,434 -$26,037,507 $15.65 96
2019 Q3 47,534,648 $351,174,009 -$360,668 $7.38 85
2019 Q2 47,665,322 $387,959,241 -$59,203 $8.14 89
2019 Q1 47,815,066 $539,355,255 +$3,158,341 $11.28 79
2018 Q4 47,570,471 $465,711,541 -$7,762,616 $9.79 79
2018 Q3 47,408,913 $782,246,275 -$2,998,520 $16.50 78
2018 Q2 47,697,157 $710,694,056 -$6,654,865 $14.90 81
2018 Q1 48,029,358 $823,698,997 -$18,384,290 $17.15 80
2017 Q4 49,397,866 $597,717,238 +$37,469,838 $12.10 82
2017 Q3 46,315,129 $479,287,393 +$237,951,990 $10.35 88
2017 Q2 18,654,721 $424,409,724 -$4,197,428 $22.75 87
2017 Q1 18,970,601 $369,720,474 +$43,505,768 $19.50 84
2016 Q4 18,110,074 $287,048,179 -$13,797,345 $15.85 89
2016 Q3 18,657,986 $377,631,305 -$19,731,223 $20.24 84
2016 Q2 18,594,156 $332,832,883 +$30,979,903 $17.90 83
2016 Q1 17,330,334 $229,805,000 +$10,525,960 $13.26 62
2015 Q4 16,268,455 $333,415,137 +$333,382,137 $20.49 59