SURGERY PARTNERS INC (SGRY) Top Institutional Shareholders

SURGERY PARTNERS INC (SGRY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.87B in SGRY holdings during the latest filing period.

Bain Capital Investors Llc is currently the largest disclosed institutional shareholder of SGRY tracked by InsiderSet, reporting ownership valued at approximately $595.37M in its March 31, 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 $710.75M, representing an estimated gain of +19.38% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed SGRY value among the investors covered in this analysis. Major shareholders include Bain Capital Investors Llc, Janus Henderson Group Plc, Pentwater Capital Management Lp, 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

181

Total Reported Value

$1.87B

Largest Holder

Bain Capital Investors Llc

Largest Position

$595.37M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

184

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bain Capital Investors Llc18.22%49,946,972$595,367,906$710,745,412+$115,377,506+19.38%
Janus Henderson Group Plc0.08%13,540,385$161,400,529$192,679,679+$31,279,150+19.38%
Pentwater Capital Management Lp1.07%12,655,000$150,847,600$180,080,650+$29,233,050+19.38%
King Street Capital Management, L.P.37.17%10,229,730$121,938,382$145,569,058+$23,630,676+19.38%
Ubs Group Ag0.02%10,191,781$121,486,029$145,029,044+$23,543,015+19.38%
Blackrock, Inc.0.00%5,660,788$67,476,592$80,553,013+$13,076,421+19.38%
Dimensional Fund Advisors Lp0.01%5,296,411$63,130,850$75,367,929+$12,237,079+19.38%
Clearbridge Investments, Llc0.04%4,118,056$49,087,222$58,599,937+$9,512,715+19.38%
Vanguard Portfolio Management Llc0.00%3,628,431$43,250,898$51,632,573+$8,381,675+19.38%
Vanguard Capital Management Llc0.00%3,430,795$40,895,076$48,820,213+$7,925,137+19.38%
Davidson Kempner Capital Management Lp0.86%3,336,464$39,770,651$47,477,883+$7,707,232+19.38%
Fmr Llc0.00%2,191,465$26,122,264$31,184,547+$5,062,283+19.38%
Geode Capital Management, Llc0.00%2,002,374$23,872,449$28,493,782+$4,621,333+19.36%
State Street Corp0.00%1,953,778$23,289,034$27,802,261+$4,513,227+19.38%
Hsbc Holdings Plc0.01%1,915,668$22,567,082$27,259,956+$4,692,874+20.80%
Glenview Capital Management, Llc0.58%1,800,000$21,456,000$25,614,000+$4,158,000+19.38%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%1,589,368$18,945,266$22,616,707+$3,671,441+19.38%
Goldman Sachs Group Inc0.00%1,280,552$15,264,180$18,222,255+$2,958,075+19.38%
Bank Of America Corp0.00%1,239,982$14,780,584$17,644,944+$2,864,360+19.38%
Charles Schwab Investment Management Inc0.00%1,107,250$13,198,420$15,756,168+$2,557,748+19.38%
Lmr Partners Llp0.12%1,100,000$13,112,000$15,653,000+$2,541,000+19.38%
Sea Cliff Partners Management, Lp6.40%1,039,799$12,394,404$14,796,340+$2,401,936+19.38%
Morgan Stanley0.00%1,012,177$12,065,151$14,403,279+$2,338,128+19.38%
Man Group Plc0.02%946,519$11,282,506$13,468,965+$2,186,459+19.38%
Whitefort Capital Management, Lp3.31%911,136$10,860,741$12,965,465+$2,104,724+19.38%
Raymond James Financial Inc0.00%797,794$9,509,698$11,352,609+$1,842,911+19.38%
Victory Capital Management Inc0.01%760,341$9,063,265$10,819,652+$1,756,387+19.38%
Varde Management, L.P.18.26%755,438$9,004,821$10,749,883+$1,745,062+19.38%
Nomura Holdings Inc0.07%723,240$8,621,020$10,291,705+$1,670,685+19.38%
Irenic Capital Management Lp0.77%711,000$8,475,120$10,117,530+$1,642,410+19.38%
Northern Trust Corp0.00%678,645$8,089,449$9,657,118+$1,567,669+19.38%
Manufacturers Life Insurance Company, The0.01%638,047$7,605,520$9,079,409+$1,473,889+19.38%
Hudson Bay Capital Management Lp0.05%607,762$7,244,523$8,648,453+$1,403,930+19.38%
Dimension Capital Management Llc0.89%530,606$6,324,824$7,550,523+$1,225,699+19.38%
Vanguard Fiduciary Trust Co0.00%489,576$5,835,746$6,966,666+$1,130,920+19.38%
Millennium Management Llc0.00%423,840$5,052,173$6,031,243+$979,070+19.38%
Quinn Opportunity Partners Llc0.26%413,860$4,933,211$5,889,228+$956,017+19.38%
Citadel Advisors Llc0.00%401,551$4,786,488$5,714,071+$927,583+19.38%
Pier Capital, Llc0.63%322,246$3,841,172$4,585,561+$744,389+19.38%
Clearline Capital Lp0.29%314,144$3,744,596$4,470,269+$725,673+19.38%
Bank Of New York Mellon Corp0.00%301,021$3,588,171$4,283,529+$695,358+19.38%
Bnp Paribas Financial Markets0.00%281,352$3,353,716$4,003,639+$649,923+19.38%
Tudor Investment Corp Et Al0.02%270,153$3,220,224$3,844,277+$624,053+19.38%
Centiva Capital, Lp0.12%211,299$2,518,684$3,006,785+$488,101+19.38%
Invesco Ltd.0.00%208,923$2,490,363$2,972,974+$482,611+19.38%
Rock Springs Capital Management Lp0.15%208,000$2,479,360$2,959,840+$480,480+19.38%
Castleknight Management Lp0.11%200,700$2,392,344$2,855,961+$463,617+19.38%
Sirios Capital Management L P0.29%199,054$2,372,724$2,832,538+$459,814+19.38%
Nuveen, Llc0.00%166,797$1,988,220$2,373,521+$385,301+19.38%
Kennedy Capital Management Llc0.04%156,622$1,866,934$2,228,731+$361,797+19.38%

Frequently asked questions about SGRY

  • Who owns the most SGRY stock?

    The largest holders of SGRY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SURGERY PARTNERS INC (SGRY).

  • Is SGRY widely held by superinvestors?

    Many widely followed stocks like SGRY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SGRY is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.