SURGERY PARTNERS INC (SGRY) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.49B 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 $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 $717.24M, representing an estimated loss of -14.52% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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

$2.49B

Largest Holder

Bain Capital Investors Llc

Largest Position

$839.11M

Insider Transactions (90d)

8

Latest Filing Quarter

Q2 2026

New Institutional Positions

62

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bain Capital Investors Llc17.42%49,946,972$839,109,130$717,238,518-$121,870,612-14.52%
Pentwater Capital Management Lp1.56%11,630,000$195,384,000$167,006,800-$28,377,200-14.52%
Janus Henderson Group Plc0.08%13,540,385$161,400,529$194,439,929+$33,039,400+20.47%
Ubs Group Ag0.02%8,573,413$144,033,338$123,114,211-$20,919,127-14.52%
Blackrock, Inc.0.00%6,241,503$104,857,250$89,627,983-$15,229,267-14.52%
King Street Capital Management, L.P.53.66%6,058,141$101,776,768$86,994,905-$14,781,863-14.52%
Dimensional Fund Advisors Lp0.02%4,943,713$83,052,442$70,991,719-$12,060,723-14.52%
Clearbridge Investments, Llc0.05%3,823,179$64,229,408$54,900,850-$9,328,558-14.52%
Vanguard Portfolio Management Llc0.00%3,737,712$62,793,562$53,673,544-$9,120,018-14.52%
Vanguard Capital Management Llc0.00%3,509,535$58,960,188$50,396,923-$8,563,265-14.52%
Davidson Kempner Capital Management Lp0.90%3,336,464$56,052,595$47,911,623-$8,140,972-14.52%
Hsbc Holdings Plc0.02%2,958,912$48,911,721$42,489,976-$6,421,745-13.13%
Fmr Llc0.00%2,149,009$36,103,353$30,859,769-$5,243,584-14.52%
State Street Corp0.00%2,140,905$35,967,204$30,743,396-$5,223,808-14.52%
Geode Capital Management, Llc0.00%2,116,579$35,564,894$30,394,074-$5,170,820-14.54%
Nomura Holdings Inc0.11%1,525,108$25,621,814$21,900,551-$3,721,263-14.52%
Lmr Partners Llp0.17%1,360,587$22,857,862$19,538,029-$3,319,833-14.52%
Morgan Stanley0.00%1,232,751$20,710,216$17,702,304-$3,007,912-14.52%
Bank Of America Corp0.00%1,212,766$20,374,469$17,415,320-$2,959,149-14.52%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%1,589,368$18,945,266$22,823,324+$3,878,058+20.47%
Victory Capital Management Inc0.01%1,083,812$18,208,042$15,563,540-$2,644,502-14.52%
Charles Schwab Investment Management Inc0.00%1,081,600$18,170,880$15,531,776-$2,639,104-14.52%
Sixth Street Partners Management Company, L.P.0.00%1,081,600$18,170,880$15,531,776-$2,639,104-14.52%
Goldman Sachs Group Inc0.00%1,079,626$18,137,717$15,503,429-$2,634,288-14.52%
Hein Park Capital Management Lp35.74%1,068,621$17,952,833$15,345,398-$2,607,435-14.52%
Varde Management, L.P.25.12%1,003,447$16,857,910$14,409,499-$2,448,411-14.52%
Whitefort Capital Management, Lp3.73%901,332$15,142,378$12,943,128-$2,199,250-14.52%
Raymond James Financial Inc0.00%867,776$14,578,637$12,461,263-$2,117,374-14.52%
Oaktree Capital ManagementHoward Marks0.27%862,588$14,491,478$12,386,764-$2,104,714-14.52%
Sea Cliff Partners Management, Lp6.30%845,864$14,210,515$12,146,607-$2,063,908-14.52%
Northern Trust Corp0.00%741,577$12,458,494$10,649,046-$1,809,448-14.52%
Man Group Plc0.02%697,552$11,718,874$10,016,847-$1,702,027-14.52%
Manufacturers Life Insurance Company, The0.01%653,470$10,978,296$9,383,829-$1,594,467-14.52%
Kennedy Capital Management Llc0.16%547,967$9,205,846$7,868,806-$1,337,040-14.52%
Vanguard Fiduciary Trust Co0.00%508,254$8,538,667$7,298,527-$1,240,140-14.52%
Dimension Capital Management Llc0.89%450,606$7,570,181$6,470,702-$1,099,479-14.52%
Hudson Bay Capital Management Lp0.04%426,592$7,166,746$6,125,861-$1,040,885-14.52%
Quinn Opportunity Partners Llc0.25%323,860$5,440,848$4,650,630-$790,218-14.52%
Pier Capital, Llc0.72%322,265$5,414,052$4,627,725-$786,327-14.52%
Bank Of New York Mellon Corp0.00%320,206$5,379,460$4,598,158-$781,302-14.52%
Jpmorgan Chase & Co0.00%320,288$5,365,457$4,599,336-$766,121-14.28%
Citadel Advisors Llc0.00%291,280$4,893,504$4,182,781-$710,723-14.52%
Prelude Capital Management, Llc0.27%218,805$3,675,924$3,142,040-$533,884-14.52%
Invesco Ltd.0.00%203,358$3,416,415$2,920,221-$496,194-14.52%
Castleknight Management Lp0.12%200,700$3,371,760$2,882,052-$489,708-14.52%
Nuveen, Llc0.00%191,487$3,216,982$2,749,753-$467,229-14.52%
Penn Capital Management Company, Llc0.19%175,083$2,941,394$2,514,192-$427,202-14.52%
Sirios Capital Management L P0.35%172,976$2,905,997$2,483,935-$422,062-14.52%
Td Waterhouse Canada Inc.0.01%166,411$2,762,438$2,389,662-$372,776-13.49%
Td Asset Management Inc0.00%158,094$2,655,979$2,270,230-$385,749-14.52%

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.