Latest Period
Q2 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 Q2 2026
Institutions Reporting
187
Shares (Excl. Options)
157,808,320
Price
$16.80
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- Security type / class
- Equity / Common Stock, par value $0.01 per share
- Symbol
- SGRY on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 157,808,320
- Total 13F value
- $2,649,880,256
- Portfolio coverage rank
- 0.02%
- Share change
- -1,527,196
- Value change
- -$7,043,952
- Number of holders
- 187
- Shares outstanding
- 131,698,717
- SEC-reported price per share
- $15.90
- Insider filing price
- $15.90
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SGRY - Surgery Partners, Inc. - Common Stock, par value $0.01 per share is tracked under CUSIP 86881A100.
- 187 institutions reported positions in Q2 2026.
- 7 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 183 to 187 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,897,226,003 to $2,649,880,256.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 187 institutions filings for Q2 2026.
Security key
86881A100
Latest holder period
Q2 2026
13F holders
187
13D/G owners
7
CIK / CUSIP context first
Open Q2 2026 holders
SGRY full holder history
Surgery Partners, Inc. SEC filings
Surgery Partners, Inc. company facts
Surgery Partners, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 86881A100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
7
Security
SGRY
| 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. | 4.6% | -37% | $104,018,281 | -$56,348,317 | 6,058,141 | -35% | King Street Capital Management, L.P. | 30 Jun 2026 |
| 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 30 Jun 2026, 187 institutional investors reported holding 157,808,320 shares of Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY). This represents 120% of the company’s total 131,698,717 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
108%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 38% | 49,946,972 | 0% | 17% | $839,109,130 |
| Jupiter Topco LLC | 11% | 13,882,155 | 0% | 0.1% | $233,219,662 |
| Pentwater Capital Management LP | 8.8% | 11,630,000 | -8.1% | 1.6% | $195,384,000 |
| UBS Group AG | 6.5% | 8,573,413 | -16% | 0.02% | $144,033,338 |
| BlackRock, Inc. | 4.7% | 6,241,503 | +10% | 0% | $104,857,250 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 4.6% | 6,058,141 | -41% | 54% | $101,776,768 |
| T. Rowe Price Investment Management, Inc. | 4.5% | 5,916,197 | +203% | 0.07% | $99,393,000 |
| DIMENSIONAL FUND ADVISORS LP | 3.8% | 4,943,713 | -6.7% | 0.02% | $83,052,442 |
| Clearbridge Investments, LLC | 2.9% | 3,823,179 | -7.2% | 0.05% | $64,229,408 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8% | 3,737,712 | +3% | 0% | $62,793,562 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.7% | 3,509,535 | +2.3% | 0% | $58,960,188 |
| Davidson Kempner Capital Management LP | 2.5% | 3,336,464 | 0% | 0.9% | $56,052,595 |
| HSBC HOLDINGS PLC | 2.2% | 2,958,912 | +54% | 0.02% | $48,911,721 |
| FMR LLC | 1.6% | 2,149,009 | -1.9% | 0% | $36,103,353 |
| STATE STREET CORP | 1.6% | 2,140,905 | +9.6% | 0% | $35,967,204 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 2,116,579 | +5.7% | 0% | $35,564,894 |
| NOMURA HOLDINGS INC | 1.2% | 1,525,108 | +111% | 0.12% | $25,621,814 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.1% | 1,471,492 | -7.4% | 0% | $24,721,065 |
| LMR Partners LLP | 1% | 1,360,587 | +24% | 0.17% | $22,857,862 |
| MORGAN STANLEY | 0.94% | 1,232,751 | +22% | 0% | $20,710,216 |
| BANK OF AMERICA CORP /DE/ | 0.92% | 1,212,766 | -2.2% | 0% | $20,374,469 |
| VICTORY CAPITAL MANAGEMENT INC | 0.82% | 1,083,812 | +43% | 0.01% | $18,208,042 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.82% | 1,081,600 | -2.3% | 0% | $18,170,880 |
| GOLDMAN SACHS GROUP INC | 0.82% | 1,079,626 | -16% | 0% | $18,137,717 |
| Hein Park Capital Management LP | 0.81% | 1,068,621 | 36% | $17,952,833 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
43
Latest
Q2 2026
Rows shown
1-25 of 43
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 157,808,320 | $2,649,880,256 | -$7,043,952 | $16.80 | 187 |
| 2026 Q1 | 159,165,130 | $1,897,226,003 | +$17,564,437 | $11.92 | 183 |
| 2025 Q4 | 156,841,358 | $2,423,515,367 | +$56,378,840 | $15.45 | 180 |
| 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 |