Surgery Partners Ownership | Who Owns Surgery Partners?
Surgery Partners Ownership Summary
Surgery Partners is owned by 39.82% institutional investors, 1.47% insiders, and 58.70% retail investors. Bain capital investors is the largest institutional shareholder, holding 39.45% of SGRY shares. Janus Henderson US Opportunistic Alpha is the top mutual fund, with 8.39% of its assets in Surgery Partners shares.
SGRY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Surgery Partners | 39.82% | 1.47% | 58.70% |
| Sector | Healthcare Stocks | 279.19% | 10.62% | -189.81% |
| Industry | Medical Care Facilities Stocks | 56.17% | 12.26% | 31.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bain capital investors | 49.95M | 39.45% | $1.19B |
| Fmr | 16.28M | 12.90% | $344.69M |
| Janus henderson group | 11.55M | 9.16% | $244.62M |
| Blackrock funding, inc. /de | 7.75M | 6.14% | $164.08M |
| Blackrock | 7.64M | 6.06% | $181.68M |
| Vanguard group | 7.62M | 6.04% | $161.28M |
| Wellington management group llp | 5.93M | 4.70% | $125.46M |
| Clearbridge investments | 4.23M | 3.36% | $89.65M |
| Dimensional fund advisors lp | 3.58M | 2.84% | $75.74M |
| Pentwater capital management lp | 2.74M | 2.17% | $65.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bain capital investors | 49.95M | 30.54% | $1.19B |
| Hein park capital management lp | 1.37M | 14.87% | $32.58M |
| Twin securities | 330.27K | 4.05% | $7.84M |
| Sivik global healthcare | 200.00K | 2.23% | $4.23M |
| Taconic capital advisors lp | 389.34K | 2.22% | $9.25M |
| Pier capital | 382.49K | 1.16% | $8.10M |
| Mesirow institutional investment management | 677.46K | 1.10% | $14.34M |
| Dimension capital management | 210.60K | 1.02% | $5.01M |
| Ardsley advisory partners lp | 270.20K | 0.91% | $5.72M |
| Pentwater capital management lp | 2.74M | 0.55% | $65.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Janus henderson group | 11.55M | 0.12% | 6.06M |
| Pentwater capital management lp | 2.74M | 0.55% | 2.32M |
| Blackrock | 7.64M | 0.00% | 1.28M |
| Point72 asset management | 1.75M | 0.08% | 1.21M |
| Ubs group | 990.16K | 0.00% | 842.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 5.93M | 0.02% | -3.92M |
| Durable capital partners lp | - | - | -2.88M |
| Fmr | 16.28M | 0.02% | -2.03M |
| Deerfield management company, l.p. (series c) | - | - | -1.78M |
| American century companies | - | - | -1.40M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 746.17K | 0.00% | 746.17K | $15.80M |
| E. ohman j:or asset management ab | 676.20K | 0.40% | 676.20K | $16.09M |
| Raymond james financial | 478.49K | 0.00% | 478.49K | $10.13M |
| Taconic capital advisors lp | 389.34K | 2.22% | 389.34K | $9.25M |
| Twin securities | 330.27K | 4.05% | 330.27K | $7.84M |
Sold Out
| Holder | Change |
|---|---|
| Sjs investment consulting | -1.00 |
| Ifp advisors | -1.00 |
| Claris advisors, llc / mo / | -5.00 |
| Innealta capital | -8.00 |
| Huntington national bank | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 6 | -96.86% | 50,415,491 | -64.39% | 39 | 0.32% | 2 | -98.11% | 1 | -98.15% |
| Dec 31, 2024 | 180 | -8.63% | 134,182,890 | -2.14% | 106 | 0.90% | 97 | -7.62% | 52 | -13.33% |
| Sep 30, 2024 | 196 | 3.70% | 137,095,474 | -3.38% | 108 | 0.86% | 104 | -11.11% | 60 | 25.00% |
| Jun 30, 2024 | 188 | - | 141,891,167 | 4.06% | 112 | 0.96% | 116 | 9.43% | 48 | -2.04% |
| Mar 31, 2024 | 188 | 2.17% | 136,361,030 | 0.97% | 108 | 0.94% | 106 | -7.83% | 49 | 4.26% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson US Opportunistic Alpha | 10.75M | 8.39% | 366.95K |
| Janus Henderson Contrarian D | 10.75M | 8.39% | -301.42K |
| Vanguard Health Care Inv | 4.60M | 3.59% | 992.41K |
| Janus Henderson Opportunistic Alpha MA | 3.86M | 3.04% | 3.86M |
| Vanguard Explorer Inv | 2.67M | 2.10% | -349.38K |
| Vanguard US Total Market Shares ETF | 2.43M | 1.90% | 2.55K |
| Vanguard Total Stock Mkt Idx Inv | 2.23M | 1.74% | 9.19K |
| iShares Russell 2000 ETF | 1.97M | 1.54% | 966.00 |
| Vanguard Small Cap Index | 1.75M | 1.37% | 12.31K |
| Fidelity Select Health Care | 1.69M | 1.32% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 14, 2025 | Baldock Jennifer | Chief Admin & Dev Officer | Sell | $14.65K |
| Mar 14, 2025 | Burkhalter Danielle | Chief Human Resources Officer | Sell | $1.76K |
| Mar 14, 2025 | Webb William Trenton | American Group President | Sell | $3.27K |
| Mar 10, 2025 | Bane Harrison R. | National Group President | Sell | $97.73K |
| Mar 10, 2025 | Baldock Jennifer | Chief Admin & Dev Officer | Sell | $72.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 16 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 2 |
SGRY Ownership FAQ
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