Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY)

Historical Holders from Q4 2015 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
SGRY on Nasdaq
Shares outstanding
128,362,637
Price per share
$15.45
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
151,401,358
Total reported value
$3,276,498,373
% of total 13F portfolios
0.01%
Share change
+7,118,702
Value change
+$150,865,433
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
194
Price from insider filings
$22.48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BCPE Seminole Holdings LP 23% -0.62% $699,083,882 30,055,197 0% BCPE Seminole Holdings II Intermediate, LP 16 Jun 2025
JANUS HENDERSON GROUP PLC 10% +1% $282,112,960 +$1,767,282 13,036,583 +0.63% JANUS HENDERSON GROUP PLC 30 Sep 2025
Pentwater Capital Management LP 9.1% +60% $252,778,008 +$101,297,308 11,681,000 +67% Pentwater Capital Management LP 30 Sep 2025
FMR LLC 7.9% -37% $205,534,307 -$124,694,401 10,021,175 -38% FMR LLC 31 Mar 2025
KING STREET CAPITAL MANAGEMENT, L.P. 7.2% $202,117,019 9,339,930 King Street Capital Management, L.P. 30 Oct 2025
BlackRock, Inc. 4.4% $116,394,332 5,675,004 BlackRock, Inc. 31 Mar 2025
WELLINGTON MANAGEMENT GROUP LLP 0% -93% $4,824 -$157,644,912 217 -100% Wellington Management Group LLP 30 Jun 2025
As of 30 Sep 2025, Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY) has 194 institutional shareholders filing 13F forms. They hold 151,401,358 shares. .

Top 25 institutional shareholders own 108% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Bain Capital Investors LLC 39% 49,946,972 0% 32% $1,080,852,474
JANUS HENDERSON GROUP PLC 10% 13,036,583 +0.63% 0.13% $282,111,197
Pentwater Capital Management LP 9.1% 11,681,000 +67% 2.3% $252,776,840
FMR LLC 8.2% 10,486,710 -7.2% 0.01% $226,932,414
KING STREET CAPITAL MANAGEMENT, L.P. 7.3% 9,339,930 +50% 28% $202,116,085
VANGUARD GROUP INC 5.9% 7,614,514 +5.9% 0% $164,778,084
BlackRock, Inc. 4.4% 5,658,392 -3% 0% $122,447,602
DIMENSIONAL FUND ADVISORS LP 3.8% 4,860,215 +26% 0.02% $105,177,350
Clearbridge Investments, LLC 3.3% 4,242,620 -0.78% 0.07% $91,810,286
UBS Group AG 2.9% 3,690,922 +51% 0.02% $79,871,552
GLENVIEW CAPITAL MANAGEMENT, LLC 2% 2,546,735 +67% 1.3% $55,111,345
GEODE CAPITAL MANAGEMENT, LLC 1.5% 1,932,083 +0.82% 0% $41,816,098
STATE STREET CORP 1.4% 1,854,477 -0.06% 0% $40,130,882
Invesco Ltd. 1.4% 1,759,500 +4.5% 0.01% $38,075,580
Irenic Capital Management LP 0.88% 1,132,203 +340% 4.8% $24,500,873
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.81% 1,045,045 -10% 0% $22,614,775
MORGAN STANLEY 0.78% 997,183 +80% 0% $21,579,041
E. Ohman J:or Asset Management AB 0.75% 965,828 0% 0.49% $20,900,518
HSBC HOLDINGS PLC 0.74% 945,829 +8495% 0.01% $20,580,844
BANK OF AMERICA CORP /DE/ 0.74% 943,811 +212% 0% $20,424,070
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.73% 930,665 +2.4% 0% $20,139,591
FARALLON CAPITAL MANAGEMENT LLC 0.68% 871,830 -55% 0.11% $18,866,401
RAYMOND JAMES FINANCIAL INC 0.65% 833,637 +35% 0.01% $18,039,900
VICTORY CAPITAL MANAGEMENT INC 0.62% 794,519 -0.69% 0.01% $17,193,391
NORTHERN TRUST CORP 0.56% 714,804 +0.59% 0% $15,468,359

Institutional Holders of Surgery Partners, Inc. - Common Stock, par value $0.01 per share (SGRY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 567,503 $8,768,143 +$8,501,354 1,545.12% 3
2025 Q3 151,401,358 $3,276,498,373 +$150,865,433 2,164% 194
2025 Q2 144,278,315 $3,207,216,852 +$96,557,828 2,223% 198
2025 Q1 139,569,172 $3,317,213,319 -$14,342,838 2,375% 203
2024 Q4 141,585,818 $2,997,181,478 +$37,088,479 2,117% 179
2024 Q3 137,105,881 $4,419,472,546 -$113,136,411 3,224% 185
2024 Q2 141,888,990 $3,375,801,020 +$124,832,750 2,379% 176
2024 Q1 136,045,179 $4,058,298,722 +$13,015,635 2,983% 178
2023 Q4 30,140 $964,179 -$368,459 3,199% 1
2023 Q3 134,118,047 $3,922,915,527 +$11,861,426 2,925% 162
2023 Q2 132,057,934 $5,941,459,820 +$129,952,045 4,499% 165
2023 Q1 130,043,383 $4,482,475,428 +$66,947,809 3,447% 151
2022 Q4 128,852,747 $3,589,784,698 +$962,911,065 2,786% 156
2022 Q3 93,553,255 $2,189,891,758 +$8,468,124 2,340.02% 124
2022 Q2 92,368,659 $2,671,774,444 +$37,047,455 2,892% 131
2022 Q1 90,320,865 $4,970,710,268 +$127,164,055 5,505.01% 138
2021 Q4 87,878,701 $4,693,428,294 +$405,517,527 5,341% 130
2021 Q3 80,698,878 $3,416,788,979 +$9,138,361 4,234% 132
2021 Q2 80,351,254 $5,351,819,650 +$1,561,498,908 6,662% 132
2021 Q1 57,272,464 $2,534,696,106 +$477,915,687 4,426% 116
2020 Q4 47,570,883 $1,380,386,968 -$19,189,919 2,900.99% 110
2020 Q3 47,400,761 $1,037,937,198 +$2,993,454 2,190.01% 97
2020 Q2 48,234,741 $557,967,424 +$26,460,212 1,157% 95
2020 Q1 46,972,003 $306,301,825 -$2,777,510 653.01% 79
2019 Q4 45,555,597 $715,528,434 -$26,046,926 1,565.48% 95
2019 Q3 47,520,713 $351,072,009 -$7,916 738.5% 82
2019 Q2 47,603,014 $387,454,166 -$362,456 813.97% 86
2019 Q1 47,815,066 $539,355,255 +$3,156,682 1,128.03% 79
2018 Q4 47,540,518 $465,418,541 -$7,761,218 979% 78
2018 Q3 47,189,909 $778,633,275 -$4,276,460 1,649.99% 76
2018 Q2 47,693,749 $710,636,056 -$2,081,728 1,490% 80
2018 Q1 48,029,358 $823,698,997 -$18,390,016 1,715% 80
2017 Q4 49,294,602 $596,468,238 +$37,220,638 1,210.01% 81
2017 Q3 46,007,147 $476,098,393 +$237,948,742 1,034.97% 86
2017 Q2 18,633,649 $423,931,724 -$7,857,595 2,275.01% 86
2017 Q1 18,970,526 $369,719,474 +$43,502,852 1,950% 84
2016 Q4 18,106,159 $286,986,179 -$13,616,634 1,585.01% 87
2016 Q3 18,657,986 $377,631,305 -$19,706,584 2,023.99% 84
2016 Q2 18,521,451 $331,531,883 +$30,572,779 1,790% 82
2016 Q1 17,270,778 $229,015,000 +$10,459,603 1,326.03% 60
2015 Q4 16,268,455 $333,415,137 +$333,382,296 2,049% 59