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
128,362,637
Price per share
$15.45
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
151,405,935
Total reported value
$3,276,543,856
% of total 13F portfolios
0.01%
Share change
+7,120,738
Value change
+$150,915,435
Number of holders
195
Price from insider filings
$15.45
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 9.1% +60% $252,776,840 +$101,296,840 11,681,000 +67% Pentwater Capital Management LP 30 Sep 2025
FMR LLC 7.9% -37% $223,772,847 -$135,759,433 10,021,175 -38% FMR LLC 31 Mar 2025
KING STREET CAPITAL MANAGEMENT, L.P. 7.2% $202,116,085 9,339,930 King Street Capital Management, L.P. 30 Oct 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 30 Sep 2025, 195 institutional investors reported holding 151,405,935 shares of Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY). This represents 118% of the company’s total 128,362,637 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 108% 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 39% 49,946,972 0% 32% $1,080,852,474
JANUS HENDERSON GROUP PLC 10% 13,036,583 +0.63% 0.13% $282,111,197
Pentwater Capital Management LP 9.1% 11,681,000 +67% 2.3% $252,776,840
FMR LLC 8.2% 10,486,710 -7.2% 0.01% $226,932,414
KING STREET CAPITAL MANAGEMENT, L.P. 7.3% 9,339,930 +50% 28% $202,116,085
VANGUARD GROUP INC 5.9% 7,614,514 +5.9% 0% $164,778,084
BlackRock, Inc. 4.4% 5,658,392 -3% 0% $122,447,602
DIMENSIONAL FUND ADVISORS LP 3.8% 4,860,215 +26% 0.02% $105,177,350
Clearbridge Investments, LLC 3.3% 4,242,620 -0.78% 0.07% $91,810,286
UBS Group AG 2.9% 3,690,922 +51% 0.02% $79,871,552
GLENVIEW CAPITAL MANAGEMENT, LLC 2% 2,546,735 +67% 1.3% $55,111,345
GEODE CAPITAL MANAGEMENT, LLC 1.5% 1,932,083 +0.82% 0% $41,816,098
STATE STREET CORP 1.4% 1,854,477 -0.06% 0% $40,130,882
Invesco Ltd. 1.4% 1,759,500 +4.5% 0.01% $38,075,580
Irenic Capital Management LP 0.88% 1,132,203 +340% 4.8% $24,500,873
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.81% 1,045,045 -10% 0% $22,614,775
MORGAN STANLEY 0.78% 997,183 +80% 0% $21,579,041
E. Ohman J:or Asset Management AB 0.75% 965,828 0% 0.49% $20,900,518
HSBC HOLDINGS PLC 0.74% 945,829 +8495% 0.01% $20,580,844
BANK OF AMERICA CORP /DE/ 0.74% 943,811 +212% 0% $20,424,070
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.73% 930,665 +2.4% 0% $20,139,591
FARALLON CAPITAL MANAGEMENT LLC 0.68% 871,830 -55% 0.11% $18,866,401
RAYMOND JAMES FINANCIAL INC 0.65% 833,637 +35% 0.01% $18,039,900
VICTORY CAPITAL MANAGEMENT INC 0.62% 794,519 -0.69% 0.01% $17,193,391
NORTHERN TRUST CORP 0.56% 714,804 +0.59% 0% $15,468,359

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 774,907 $11,971,792 -$13,013,329 $15.45 7
2025 Q3 151,405,935 $3,276,543,856 +$150,915,435 $21.64 195
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