Surgery Partners Ownership | Who Owns Surgery Partners?
Surgery Partners Ownership Summary
Surgery Partners is owned by 35.83% institutional investors, 1.43% insiders, and 62.74% retail investors. Bain capital investors is the largest institutional shareholder, holding 39.33% of SGRY shares. Janus Henderson Contrarian D is the top mutual fund, with 10.04% of its assets in Surgery Partners shares.
SGRY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Surgery Partners | 35.83% | 1.43% | 62.74% |
| Sector | Healthcare Stocks | 232.01% | 10.74% | -142.75% |
| Industry | Medical Care Facilities Stocks | 33.52% | 12.46% | 54.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bain capital investors | 49.95M | 39.33% | $1.08B |
| Pentwater capital management lp | 11.68M | 9.20% | $252.78M |
| Janus henderson group | 11.55M | 9.16% | $244.62M |
| Fmr | 10.49M | 8.26% | $226.93M |
| King street capital management | 9.34M | 7.36% | $202.12M |
| Ubs group | 7.80M | 6.15% | $120.57M |
| Blackrock | 7.64M | 6.06% | $181.68M |
| Vanguard group | 7.57M | 5.96% | $116.89M |
| Blackrock funding, inc. /de | 5.69M | 4.48% | $87.93M |
| Dimensional fund advisors lp | 4.91M | 3.87% | $75.81M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bain capital investors | 49.95M | 32.25% | $1.08B |
| King street capital management | 9.34M | 8.65% | $202.12M |
| Irenic capital management lp | 1.13M | 2.57% | $24.50M |
| Whitefort capital management, lp | 371.00K | 2.37% | $8.03M |
| Rangeley capital | 124.00K | 2.32% | $2.68M |
| Twin securities | 142.87K | 1.54% | $3.09M |
| Pentwater capital management lp | 11.68M | 1.41% | $252.78M |
| Glenview capital management | 2.55M | 1.23% | $55.11M |
| Mesirow institutional investment management | 677.46K | 1.10% | $14.34M |
| Ayal capital advisors | 125.00K | 1.06% | $2.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Janus henderson group | 11.55M | 0.12% | 6.06M |
| Pentwater capital management lp | 11.68M | 1.41% | 4.68M |
| Ubs group | 7.80M | 0.02% | 4.11M |
| King street capital management | 9.34M | 8.65% | 3.11M |
| Goldman sachs group | 1.96M | 0.00% | 1.65M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | - | - | -7.09M |
| Durable capital partners lp | - | - | -2.88M |
| Deerfield management company, l.p. (series c) | - | - | -1.78M |
| Hein park capital management lp | - | - | -1.37M |
| Farallon capital management | 871.83K | 0.08% | -1.05M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| T. rowe price investment management | 499.13K | 0.01% | 499.13K | $10.80M |
| Sirios capital management l p | 374.95K | 1.06% | 374.95K | $8.11M |
| Freestone grove partners lp | 357.83K | 0.06% | 357.83K | $7.74M |
| Norges bank | 223.74K | 0.00% | 223.74K | $3.46M |
| American century companies | 157.34K | 0.00% | 157.34K | $3.40M |
Sold Out
| Holder | Change |
|---|---|
| Sjs investment consulting | -1.00 |
| Dinuzzo private wealth | -2.00 |
| Claris advisors, llc / mo / | -5.00 |
| Global financial private client | -5.00 |
| Wealthtrak capital management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 110 | -48.84% | 45,479,644 | -69.96% | 35 | 0.25% | 42 | -60.00% | 44 | -26.67% |
| Sep 30, 2025 | 201 | -4.29% | 151,208,474 | 5.91% | 119 | 0.94% | 99 | -17.50% | 55 | 5.77% |
| Jun 30, 2025 | 215 | -1.38% | 144,281,032 | 3.38% | 113 | 0.93% | 123 | 7.89% | 54 | -15.63% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson Contrarian D | 12.98M | 10.04% | - |
| Janus Henderson US Opportunistic Alpha | 12.98M | 10.04% | 500.00K |
| 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 | 2.45M | 1.90% | - |
| iShares Russell 2000 ETF | 1.88M | 1.45% | 1.01M |
| Vanguard Small Cap Index | 1.76M | 1.36% | 2.86K |
| ClearBridge Select I | 1.59M | 1.23% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 06, 2026 | Evans Jason Eric | Chief Executive Officer | Sell | $158.06K |
| Mar 06, 2026 | Doherty David T | Chief Financial Officer | Sell | $201.70K |
| Mar 06, 2026 | Baldock Jennifer | Chief Admin & Dev Officer | Sell | $138.12K |
| Mar 06, 2026 | Burkhalter Danielle | Chief Human Resources Officer | Sell | $105.21K |
| Mar 06, 2026 | Webb William Trenton | American Group President | Sell | $3.79K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 16 |
| 2024 Q4 | - | - |
SGRY Ownership FAQ
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