Latest Period
Q1 2026
Security Snapshot
Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY) Institutional Ownership
CUSIP: 86881A100
13F Institutional Holders and Ownership History from Q4 2015 to Q1 2026
Institutions Reporting
177
Shares (Excl. Options)
157,071,902
Price
$11.92
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- Type / Class
- Equity / Common Stock, par value $0.01 per share
- Symbol
- SGRY on Nasdaq
- Shares outstanding
- 130,463,918
- Price per share
- $13.87
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 157,071,902
- Total reported value
- $1,872,274,727
- % of total 13F portfolios
- 0%
- Share change
- +935,922
- Value change
- +$4,510,508
- Number of holders
- 177
- Price from insider filings
- $13.87
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- SGRY - Surgery Partners, Inc. - Common Stock, par value $0.01 per share is tracked under CUSIP 86881A100.
- 177 institutions reported positions in Q1 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 179 to 177 between Q4 2025 and Q1 2026.
- Reported value moved from $2,423,515,290 to $1,872,274,727.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 177 institutions filings for Q1 2026.
Investment Quick Answers
What is CUSIP 86881A100?
CUSIP 86881A100 identifies SGRY - Surgery Partners, Inc. - Common Stock, par value $0.01 per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 86881A100:
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 | 9.7% | +25% | $165,653,950 | +$34,753,950 | 12,655,000 | +27% | Pentwater Capital Management LP | 31 Mar 2026 |
| 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 | |||
| FMR LLC | 1.7% | -68% | $28,686,278 | -$56,883,263 | 2,191,465 | -66% | FMR LLC | 31 Mar 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 0% | -93% | $4,783 | -$156,297,520 | 217 | -100% | Wellington Management Group LLP | 30 Jun 2025 |
As of 31 Mar 2026, 177 institutional investors reported holding 157,071,902 shares of Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY). This represents 120% of the company’s total 130,463,918 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% | 18% | $595,367,906 |
| JANUS HENDERSON GROUP PLC | 10% | 13,540,385 | +0.02% | 0.08% | $161,400,529 |
| Pentwater Capital Management LP | 9.7% | 12,655,000 | +27% | 1.1% | $150,847,600 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 7.8% | 10,229,730 | 0% | 37% | $121,938,382 |
| UBS Group AG | 7.8% | 10,191,781 | +31% | 0.02% | $121,486,029 |
| BlackRock, Inc. | 4.3% | 5,660,788 | -0.53% | 0% | $67,476,592 |
| DIMENSIONAL FUND ADVISORS LP | 4.1% | 5,296,411 | +7.9% | 0.01% | $63,130,850 |
| Clearbridge Investments, LLC | 3.2% | 4,118,056 | -2.6% | 0.04% | $49,087,222 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8% | 3,628,431 | 0% | 0% | $43,250,898 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.6% | 3,430,795 | 0% | 0% | $40,895,076 |
| Davidson Kempner Capital Management LP | 2.6% | 3,336,464 | +41% | 0.86% | $39,770,651 |
| FMR LLC | 1.7% | 2,191,465 | -67% | 0% | $26,122,264 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 2,002,374 | +3% | 0% | $23,872,449 |
| STATE STREET CORP | 1.5% | 1,953,778 | +4.3% | 0% | $23,289,034 |
| T. Rowe Price Investment Management, Inc. | 1.5% | 1,949,720 | +311% | 0.02% | $23,241,000 |
| HSBC HOLDINGS PLC | 1.5% | 1,915,668 | -0.82% | 0.01% | $22,567,082 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 1.4% | 1,800,000 | -53% | 0.58% | $21,456,000 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.2% | 1,589,368 | +44% | 0% | $18,945,266 |
| GOLDMAN SACHS GROUP INC | 0.98% | 1,280,552 | -35% | 0% | $15,264,180 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.85% | 1,107,250 | +12% | 0% | $13,198,420 |
| LMR Partners LLP | 0.84% | 1,100,000 | +205% | 0.12% | $13,112,000 |
| Sea Cliff Partners Management, LP | 0.8% | 1,039,799 | +54% | 6.4% | $12,394,404 |
| MORGAN STANLEY | 0.78% | 1,012,177 | -11% | 0% | $12,065,151 |
| Man Group plc | 0.73% | 946,519 | +188% | 0.02% | $11,282,506 |
| Whitefort Capital Management, LP | 0.7% | 911,136 | +52% | 3.3% | $10,860,741 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 157,071,902 | $1,872,274,727 | +$4,510,508 | $11.92 | 177 |
| 2025 Q4 | 156,841,353 | $2,423,515,290 | +$56,378,763 | $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 |