Surgery Partners Ownership | Who Owns Surgery Partners?

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Surgery Partners Ownership Summary

Surgery Partners is owned by 119.08% institutional investors, 1.43% insiders. Bain capital investors is the largest institutional shareholder, holding 39.33% of SGRY shares. Janus Henderson US Opportunistic Alpha is the top mutual fund, with 9.11% of its assets in Surgery Partners shares.

SGRY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Surgery Partners	119.08%	1.43%	-20.51%
Sector	Healthcare Stocks	42.54%	10.83%	46.63%
Industry	Medical Care Facilities Stocks	45.06%	12.64%	42.30%

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
Blackrock	7.64M	6.06%	$181.68M
Vanguard group	7.61M	6.00%	$164.78M
Blackrock funding, inc. /de	5.66M	4.46%	$122.45M
Dimensional fund advisors lp	4.86M	3.83%	$105.18M
Clearbridge investments	4.24M	3.34%	$91.81M

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
Sivik global healthcare	220.00K	1.39%	$4.76M
Glenview capital management	2.55M	1.23%	$55.11M
Pier capital	328.70K	1.11%	$7.11M

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
King street capital management	9.34M	8.65%	3.11M
Blackrock	7.64M	0.00%	1.28M
Ubs group	3.69M	0.01%	1.24M

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
Norges bank	746.17K	0.00%	746.17K	$15.80M
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
Renaissance	262.00K	0.01%	262.00K	$5.67M

Sold Out

Holder	Change
Ifp advisors	-1.00
Sjs investment consulting	-1.00
Dinuzzo private wealth	-2.00
Global financial private client	-5.00
Claris advisors, llc / mo /	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	196	3.70%	137,095,474	-3.38%	108	0.86%	104	-11.11%	60	25.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Janus Henderson US Opportunistic Alpha	11.68M	9.11%	924.80K
Janus Henderson Contrarian D	11.68M	9.11%	924.80K
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	2.19M	1.71%	-48.56K
iShares Russell 2000 ETF	1.86M	1.45%	-
Fidelity Select Health Care	1.80M	1.40%	50.00K
Vanguard Small Cap Index	1.71M	1.33%	-11.52K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 04, 2025	Bane Harrison R.	National Group President	Sell	$128.72K
Sep 04, 2025	Bane Harrison R.	National Group President	Sell	$81.22K
Aug 11, 2025	Maryland Patricia Anne	-	Sell	-
Aug 11, 2025	DeLuca Teresa	-	Sell	$455.21K
Aug 11, 2025	Maryland Patricia Anne	-	Sell	$455.21K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	2
2025 Q2	-	-
2025 Q1	-	16
2024 Q4	-	-
2024 Q3	-	1

SGRY Ownership FAQ

Who Owns Surgery Partners?

Surgery Partners shareholders are primarily institutional investors at 119.08%, followed by 1.43% insiders and -20.51% retail investors. The average institutional ownership in Surgery Partners's industry, Medical Care Facilities Stocks, is 45.06%, which Surgery Partners exceeds.

Who owns the most shares of Surgery Partners?

Surgery Partners’s largest shareholders are Bain capital investors (49.95M shares, 39.33%), Pentwater capital management lp (11.68M shares, 9.20%), and Janus henderson group (11.55M shares, 9.16%). Together, they hold 57.69% of Surgery Partners’s total shares outstanding.

Does Blackrock own Surgery Partners?

Yes, BlackRock owns 6.06% of Surgery Partners, totaling 7.64M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 181.68M$. In the last quarter, BlackRock increased its holdings by 1.28M shares, a 20.11% change.

Who is Surgery Partners’s biggest shareholder by percentage of total assets invested?

Bain capital investors is Surgery Partners’s biggest shareholder by percentage of total assets invested, with 32.25% of its assets in 49.95M Surgery Partners shares, valued at 1.08B$.

Who is the top mutual fund holder of Surgery Partners shares?

Janus Henderson US Opportunistic Alpha is the top mutual fund holder of Surgery Partners shares, with 9.11% of its total shares outstanding invested in 11.68M Surgery Partners shares.

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