Comparable stake leader
BCPE Seminole Holdings LP
SEC ownership of Surgery Partners, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001638833.
Disclosed value leader
BAIN CAPITAL INVESTORS LLC
Comparable rows
50/50
Latest evidence
18 Jun 2026
- Public ticker
- SGRY on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BCPE Seminole Holdings LP
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BCPE Seminole Holdings LP
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
18 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001638833
- Issuer location
- Brentwood, TN
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Surgery Partners, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BCPE Seminole Holdings LP
Disclosed value leader
BAIN CAPITAL INVESTORS LLC
Comparable rows
50/50
Latest evidence
18 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 23%
13D/G row: BCPE Seminole Holdings LP
Showing 1-8 of 50 holder rows.
Quick read
BCPE Seminole Holdings LP leads the comparable SEC ownership view at 23%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BCPE Seminole Holdings LP's linked filing trail.
Comparable ownership
Top 5
BCPE Seminole Holdings LP
23%
JANUS HENDERSON GROUP PLC
10%
Pentwater Capital Management LP
9.7%
KING STREET CAPITAL MANAGEMENT, L.P.
7.2%
BlackRock, Inc.
4.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BCPE Seminole Holdings LP |
13D/G
BCPE Seminole Holdings II Intermediate, LP
|
23%
|
$687,963,459
30,055,197 shares
|
$0 | 16 Jun 2025 |
| JANUS HENDERSON GROUP PLC |
13D/G
13F
Company
|
10%
|
$282,111,656
13,036,583 shares
|
+$1,767,274 | 30 Sep 2025 |
| Pentwater Capital Management LP |
13D/G
13F
Company
|
9.7%
|
$165,653,950
12,655,000 shares
|
+$34,753,950 | 31 Mar 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. |
13D/G
13F
Company
|
7.2%
|
$202,116,085
9,339,930 shares
|
$0 | 30 Oct 2025 |
| BlackRock, Inc. |
13D/G
13F
Company
|
4.4%
|
$126,722,839
5,675,004 shares
|
$0 | 31 Mar 2025 |
| FMR LLC |
13D/G
13F
Company
|
1.7%
|
$28,686,278
2,191,465 shares
|
-$56,883,263 | 31 Mar 2026 |
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
|
0%
|
$4,783
217 shares
|
-$156,297,520 | 30 Jun 2025 |
| Jason Eric Evans |
3/4/5
Chief Executive Officer
|
0.71%
|
$11,477,213
920,386 shares
|
-$412,449 | 16 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$3,060,022.
Buys
$0
Insiders: 0
Sells
$3,060,022
Insiders: 8
Net
-$3,060,022
Shares: -173,744
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 173,744
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 96,896 | $0 | $1,284,058 | -$1,284,058 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 76,848 | $0 | $1,775,965 | -$1,775,965 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 25 reporting-owner rows connected to Surgery Partners, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
25
Largest Forms 3/4/5 holder
Devin O'Reilly T.
Net 12M change
-$3,060,022
Latest report
18 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Devin O'Reilly T. | Director, 10%+ Owner | $1,670,226,744 | Mixed | 19 Dec 2023 | ||
| Kaplan Andrew T. | Director, 10%+ Owner | $1,670,226,744 | Mixed | 19 Dec 2023 | ||
| BAIN CAPITAL INVESTORS LLC | Director, 10%+ Owner | $1,670,226,744 | Mixed | 19 Dec 2023 | ||
| Jason Eric Evans | Chief Executive Officer | $11,477,213 | -$412,449 | -3.5% | Filing P/S | 16 Mar 2026 |
| Thomas F. Cowhey | Chief Financial Officer | $4,801,081 | Mixed | 06 May 2021 | ||
| Jennifer Baldock | Chief Admin & Dev Officer | $4,299,662 | -$214,483 | -4.8% | Filing P/S | 12 Mar 2026 |
| Anthony Taparo | Chief Growth Officer | $3,056,328 | Filing P/S | 11 Mar 2024 | ||
| Doherty David T. | Chief Financial Officer | $2,770,987 | -$1,423,356 | -34% | Filing P/S | 16 Mar 2026 |
| Harrison R. Bane | National Group President | $2,634,228 | -$209,941 | -7.4% | Filing P/S | 04 Sep 2025 |
| Wayne S. DeVeydt | Exec Chairman of the Board, Director | $2,546,965 | Mixed | 21 Mar 2025 | ||
| Bradley R. Owens | National Group President | $2,000,146 | Filing P/S | 31 May 2024 | ||
| Justin Robert Oppenheimer | COO & National Group President | $1,803,885 | Mixed | 05 Mar 2026 | ||
| William Trenton Webb | American Group President | $1,565,205 | -$28,654 | -1.8% | Mixed | 05 Mar 2026 |
| Laura L. Brocklehurst | Chief Human Resources Officer | $1,385,219 | Mixed | 09 Nov 2022 | ||
| Marissa Brittenham | Chief Strategy Officer | $1,181,217 | -$166,213 | -12% | Filing P/S | 13 Mar 2026 |
| Brent Turner | Director | $1,032,200 | Mixed | 05 Jun 2026 | ||
| Danielle Burkhalter | Chief Human Resources Officer | $986,165 | -$149,717 | -13% | Filing P/S | 13 Mar 2026 |
| George Goodwin | American Group President | $929,833 | Mixed | 06 Jun 2022 | ||
| Blair E. Hendrix | Director | $888,271 | Median | 18 Jun 2026 | ||
| Clifford G. Adlerz | Director | $823,719 | Mixed | 05 Jun 2026 |
Recent insider transactions for Surgery Partners, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Blair E. Hendrix | SGRY | Common Stock | Award | 185.4% | 34,364 | 52,895 | 18 Jun 2026 | Direct | ||
| Blair E. Hendrix | SGRY | Common Stock | Award | 170.1% | 11,670 | 18,531 | 05 Jun 2026 | Direct | ||
| John A. Deane | SGRY | Common Stock | Award | 34.1% | 11,670 | 45,922 | 05 Jun 2026 | Direct | ||
| Laura L. Forese | SGRY | Common Stock | Award | 170.1% | 11,670 | 18,531 | 05 Jun 2026 | Direct | ||
| Clifford G. Adlerz | SGRY | Common Stock | Award | 20.3% | 11,670 | 69,104 | 05 Jun 2026 | Direct | ||
| Lloyd H. Dean | SGRY | Common Stock | Award | 11,670 | 11,670 | 05 Jun 2026 | Direct | |||
| Teresa DeLuca | SGRY | Common Stock | Award | 25.8% | 11,670 | 56,843 | 05 Jun 2026 | Direct | ||
| Brent Turner | SGRY | Common Stock | Award | 15.6% | 11,670 | 86,594 | 05 Jun 2026 | Direct | ||
| Doherty David T. | SGRY | Common Stock | Sale | -3.85% | $110,838 | $12.50 | -8,867 | 221,679 | 16 Mar 2026 | Direct |
| Jason Eric Evans | SGRY | Common Stock | Sale | -2.17% | $254,388 | $12.47 | -20,400 | 920,386 | 16 Mar 2026 | Direct |
| Danielle Burkhalter | SGRY | Common Stock | Sale | -4.32% | $44,507 | $12.83 | -3,469 | 76,864 | 13 Mar 2026 | Direct |
| Marissa Brittenham | SGRY | Common Stock | Sale | -3.74% | $45,859 | $12.54 | -3,657 | 94,196 | 13 Mar 2026 | Direct |
| Jennifer Baldock | SGRY | Common Stock | Sale | -1.74% | $76,360 | $13.17 | -5,798 | 326,474 | 12 Mar 2026 | Direct |
| Jason Eric Evans | SGRY | Common Stock | Sale | -1.7% | $158,061 | $13.79 | -11,462 | 662,680 | 06 Mar 2026 | Direct |
| Doherty David T. | SGRY | Common Stock | Sale | -14.1% | $201,704 | $13.84 | -14,574 | 88,803 | 06 Mar 2026 | Direct |
| Jennifer Baldock | SGRY | Common Stock | Sale | -2.94% | $138,123 | $13.70 | -10,082 | 332,272 | 06 Mar 2026 | Direct |
| Danielle Burkhalter | SGRY | Common Stock | Sale | -17.2% | $105,210 | $13.60 | -7,736 | 37,103 | 06 Mar 2026 | Direct |
| William Trenton Webb | SGRY | Common Stock | Sale | -0.36% | $3,789 | $13.93 | -272 | 74,249 | 06 Mar 2026 | Direct |
| Marissa Brittenham | SGRY | Common Stock | Sale | -13.8% | $120,354 | $13.70 | -8,785 | 54,623 | 06 Mar 2026 | Direct |
| Jason Eric Evans | SGRY | Common Stock | Award | 42% | 278,106 | 940,786 | 05 Mar 2026 | Direct | ||
| Doherty David T. | SGRY | Common Stock | Award | 159.6% | 141,743 | 230,546 | 05 Mar 2026 | Direct | ||
| Jennifer Baldock | SGRY | Common Stock | Award | 45% | 106,307 | 342,354 | 05 Mar 2026 | Direct | ||
| Danielle Burkhalter | SGRY | Common Stock | Award | 116.5% | 43,230 | 80,333 | 05 Mar 2026 | Direct | ||
| William Trenton Webb | SGRY | Common Stock | Award | 44% | 31,892 | 104,347 | 05 Mar 2026 | Direct | ||
| William Trenton Webb | SGRY | Common Stock | Sale | -2.42% | $24,865 | $13.86 | -1,794 | 72,455 | 05 Mar 2026 | Direct |
| Marissa Brittenham | SGRY | Common Stock | Award | 79.1% | 43,230 | 97,853 | 05 Mar 2026 | Direct | ||
| Justin Robert Oppenheimer | SGRY | Common Stock | Award | 54.7% | 42,523 | 120,259 | 05 Mar 2026 | Direct | ||
| Justin Robert Oppenheimer | SGRY | Common Stock | Award | 77,736 | 77,736 | 13 Jan 2026 | Direct | |||
| Harrison R. Bane | SGRY | Common Stock | Sale | -7.38% | $209,941 | $22.48 | -9,339 | 117,181 | 04 Sep 2025 | Direct |
| Patricia Anne Maryland | SGRY | Common Stock | Sale | 0 | 24,583 | 11 Aug 2025 | Direct | |||
| Teresa DeLuca | SGRY | Common Stock | Sale | -30.7% | $455,209 | $22.74 | -20,018 | 45,173 | 11 Aug 2025 | Direct |
| Doherty David T. | SGRY | Common Stock | Sale | -31.5% | $1,110,814 | $23.39 | -47,491 | 103,377 | 08 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.