SGRY Institutional Ownership & Shareholders
SURGERY PARTNERS INC (SGRY) is currently held by 184 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.57B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bain Capital Investors Llc is currently the largest disclosed institutional shareholder of SGRY tracked by InsiderSet, reporting ownership valued at approximately $839.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.16B, representing an estimated gain of +38.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed SGRY value among the investors covered in this analysis. Major shareholders include Bain Capital Investors Llc, Pentwater Capital Management Lp, Janus Henderson Group Plc, and several other long-term asset managers with concentrated positions in SURGERY PARTNERS INC (SGRY).
This page ranks the largest institutional SGRY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
184
Total Reported Value
$2.57B
Largest Holder
Bain Capital Investors Llc
Largest Position
$839.11M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bain Capital Investors Llc | 17.42% | 49,946,972 | $839,109,130 | $1,159,269,220 | +$320,160,090 | +38.15% | |
| Pentwater Capital Management Lp | 1.56% | 11,630,000 | $195,384,000 | $269,932,300 | +$74,548,300 | +38.15% | |
| Janus Henderson Group Plc | 0.08% | 13,540,385 | $161,400,529 | $314,272,336 | +$152,871,807 | +94.72% | |
| Ubs Group Ag | 0.02% | 8,573,413 | $144,033,338 | $198,988,916 | +$54,955,578 | +38.15% | |
| Blackrock, Inc. | 0.00% | 6,241,503 | $104,857,250 | $144,865,285 | +$40,008,035 | +38.15% | |
| King Street Capital Management, L.P. | 53.66% | 6,058,141 | $101,776,768 | $140,609,453 | +$38,832,685 | +38.15% | |
| T. Rowe Price Investment Management, Inc. | 0.07% | 5,916,197 | $99,393,000 | $137,314,932 | +$37,921,932 | +38.15% | |
| Dimensional Fund Advisors Lp | 0.02% | 4,943,713 | $83,052,442 | $114,743,579 | +$31,691,137 | +38.16% | |
| Clearbridge Investments, Llc | 0.05% | 3,823,179 | $64,229,408 | $88,735,985 | +$24,506,577 | +38.15% | |
| Vanguard Portfolio Management Llc | 0.00% | 3,737,712 | $62,793,562 | $86,752,296 | +$23,958,734 | +38.15% | |
| Vanguard Capital Management Llc | 0.00% | 3,509,535 | $58,960,188 | $81,456,307 | +$22,496,119 | +38.15% | |
| Davidson Kempner Capital Management Lp | 0.90% | 3,336,464 | $56,052,595 | $77,439,329 | +$21,386,734 | +38.15% | |
| Hsbc Holdings Plc | 0.02% | 2,958,912 | $48,911,721 | $68,676,348 | +$19,764,627 | +40.41% | |
| Fmr Llc | 0.00% | 2,149,009 | $36,103,353 | $49,878,499 | +$13,775,146 | +38.15% | |
| State Street Corp | 0.00% | 2,140,905 | $35,967,204 | $49,690,405 | +$13,723,201 | +38.15% | |
| Geode Capital Management, Llc | 0.00% | 2,116,579 | $35,564,894 | $49,125,799 | +$13,560,905 | +38.13% | |
| Nomura Holdings Inc | 0.11% | 1,525,108 | $25,621,814 | $35,397,757 | +$9,775,943 | +38.15% | |
| Lmr Partners Llp | 0.17% | 1,360,587 | $22,857,862 | $31,579,224 | +$8,721,362 | +38.15% | |
| Morgan Stanley | 0.00% | 1,232,751 | $20,710,216 | $28,612,151 | +$7,901,935 | +38.15% | |
| Bank Of America Corp | 0.00% | 1,212,766 | $20,374,469 | $28,148,299 | +$7,773,830 | +38.15% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 1,589,368 | $18,945,266 | $36,889,231 | +$17,943,965 | +94.71% | |
| Victory Capital Management Inc | 0.01% | 1,083,812 | $18,208,042 | $25,155,277 | +$6,947,235 | +38.15% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,081,600 | $18,170,880 | $25,103,936 | +$6,933,056 | +38.15% | |
| Goldman Sachs Group Inc | 0.00% | 1,079,626 | $18,137,717 | $25,058,119 | +$6,920,402 | +38.15% | |
| Hein Park Capital Management Lp | 35.74% | 1,068,621 | $17,952,833 | $24,802,693 | +$6,849,860 | +38.15% | |
| Varde Management, L.P. | 25.12% | 1,003,447 | $16,857,910 | $23,290,005 | +$6,432,095 | +38.15% | |
| Whitefort Capital Management, Lp | 3.73% | 901,332 | $15,142,378 | $20,919,916 | +$5,777,538 | +38.15% | |
| Raymond James Financial Inc | 0.00% | 867,776 | $14,578,637 | $20,141,081 | +$5,562,444 | +38.15% | |
| Oaktree Capital Management | Howard Marks | 0.27% | 862,588 | $14,491,478 | $20,020,667 | +$5,529,189 | +38.15% |
| Sea Cliff Partners Management, Lp | 6.30% | 845,864 | $14,210,515 | $19,632,503 | +$5,421,988 | +38.15% | |
| Northern Trust Corp | 0.00% | 741,577 | $12,458,494 | $17,212,002 | +$4,753,508 | +38.15% | |
| Man Group Plc | 0.02% | 697,552 | $11,718,874 | $16,190,182 | +$4,471,308 | +38.15% | |
| Manufacturers Life Insurance Company, The | 0.01% | 653,470 | $10,978,296 | $15,167,039 | +$4,188,743 | +38.15% | |
| Kennedy Capital Management Llc | 0.16% | 547,967 | $9,205,846 | $12,718,314 | +$3,512,468 | +38.15% | |
| Vanguard Fiduciary Trust Co | 0.00% | 508,254 | $8,538,667 | $11,796,575 | +$3,257,908 | +38.15% | |
| Dimension Capital Management Llc | 0.89% | 450,606 | $7,570,181 | $10,458,565 | +$2,888,384 | +38.15% | |
| Hudson Bay Capital Management Lp | 0.04% | 426,592 | $7,166,746 | $9,901,200 | +$2,734,454 | +38.15% | |
| Quinn Opportunity Partners Llc | 0.25% | 323,860 | $5,440,848 | $7,516,791 | +$2,075,943 | +38.15% | |
| Pier Capital, Llc | 0.72% | 322,265 | $5,414,052 | $7,479,771 | +$2,065,719 | +38.15% | |
| Bank Of New York Mellon Corp | 0.00% | 320,206 | $5,379,460 | $7,431,981 | +$2,052,521 | +38.15% | |
| Jpmorgan Chase & Co | 0.00% | 320,288 | $5,365,457 | $7,433,884 | +$2,068,427 | +38.55% | |
| Citadel Advisors Llc | 0.00% | 291,280 | $4,893,504 | $6,760,609 | +$1,867,105 | +38.15% | |
| Prelude Capital Management, Llc | 0.27% | 218,805 | $3,675,924 | $5,078,464 | +$1,402,540 | +38.15% | |
| Invesco Ltd. | 0.00% | 203,358 | $3,416,415 | $4,719,939 | +$1,303,524 | +38.15% | |
| Castleknight Management Lp | 0.12% | 200,700 | $3,371,760 | $4,658,247 | +$1,286,487 | +38.15% | |
| Nuveen, Llc | 0.00% | 191,487 | $3,216,982 | $4,444,413 | +$1,227,431 | +38.15% | |
| Penn Capital Management Company, Llc | 0.19% | 175,083 | $2,941,394 | $4,063,676 | +$1,122,282 | +38.15% | |
| Sirios Capital Management L P | 0.35% | 172,976 | $2,905,997 | $4,014,773 | +$1,108,776 | +38.15% | |
| Principal Financial Group Inc | 0.00% | 208,270 | $2,888,705 | $4,833,947 | +$1,945,242 | +67.34% | |
| Td Asset Management Inc | 0.00% | 158,094 | $2,655,979 | $3,669,362 | +$1,013,383 | +38.15% |
Frequently asked questions about SGRY
Who are the largest institutional holders of SGRY?
The largest institutional holders of SGRY reported in the latest SEC Form 13F filings include Bain Capital Investors Llc, Pentwater Capital Management Lp, Janus Henderson Group Plc, Ubs Group Ag, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported SGRY position.
What is SGRY institutional ownership?
This page tracks SGRY positions reported by institutional investment managers through SEC Form 13F. SURGERY PARTNERS INC (SGRY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SGRY?
InsiderSet currently tracks 184 institutional managers reporting SGRY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SGRY shareholders.
How much SGRY stock do institutions own?
Institutional investment managers disclosed approximately $2.57B in SGRY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SGRY institutional ownership last updated?
The latest SGRY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SGRY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SGRY position after the reporting date.
Are institutions buying or selling SGRY?
Institutional buying and selling can be analyzed by comparing SGRY positions across consecutive 13F reporting periods. InsiderSet's SGRY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SGRY ownership changes.
How has SGRY institutional ownership changed over time?
InsiderSet tracks SGRY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.