Surgery Partners Ownership | Who Owns Surgery Partners?
Surgery Partners Ownership Summary
Surgery Partners is owned by 123.70% institutional investors, 1.79% insiders. Bain capital investors is the largest institutional shareholder, holding 38.91% of SGRY shares. Janus Henderson US Opportunistic Alpha is the top mutual fund, with 10.14% of its assets in Surgery Partners shares.
SGRY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Surgery Partners | 123.70% | 1.79% | -25.48% |
| Sector | Healthcare Stocks | 244.59% | 12.11% | -156.70% |
| Industry | Medical Care Facilities Stocks | 71.20% | 16.75% | 12.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bain capital investors | 49.95M | 38.91% | $839.11M |
| Janus henderson group | 13.54M | 10.64% | $161.40M |
| Pentwater capital management lp | 11.63M | 9.06% | $195.38M |
| Ubs group | 8.57M | 6.68% | $144.03M |
| Blackrock | 7.64M | 6.06% | $181.68M |
| Vanguard group | 7.57M | 5.96% | $116.89M |
| Blackrock funding, inc. /de | 6.24M | 4.86% | $104.86M |
| King street capital management | 6.06M | 4.72% | $101.78M |
| T. rowe price investment management | 5.92M | 4.61% | $99.39M |
| Dimensional fund advisors lp | 4.94M | 3.85% | $83.05M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| King street capital management | 6.06M | 53.66% | $101.78M |
| Hein park capital management lp | 1.07M | 35.74% | $17.95M |
| Varde management | 1.00M | 24.64% | $16.86M |
| Bain capital investors | 49.95M | 17.42% | $839.11M |
| Sea cliff partners management, lp | 845.86K | 6.30% | $14.21M |
| Whitefort capital management, lp | 901.33K | 3.73% | $15.14M |
| Rangeley capital | 124.00K | 2.32% | $2.68M |
| Pentwater capital management lp | 11.63M | 1.19% | $195.38M |
| Mesirow institutional investment management | 677.46K | 1.10% | $14.34M |
| Harvest management | 102.76K | 0.96% | $2.22M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 5.92M | 0.07% | 3.97M |
| Blackrock | 7.64M | 0.00% | 1.28M |
| Sixth street partners management company | 1.08M | 0.00% | 1.08M |
| Hein park capital management lp | 1.07M | 35.74% | 1.07M |
| Hsbc | 2.96M | 0.02% | 1.04M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | - | - | -7.09M |
| King street capital management | 6.06M | 53.66% | -4.17M |
| Durable capital partners lp | - | - | -2.88M |
| Glenview capital management | 1.80M | 0.54% | -2.06M |
| Ubs group | 8.57M | 0.02% | -1.62M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 1.08M | 0.00% | 1.08M | $18.17M |
| Hein park capital management lp | 1.07M | 35.74% | 1.07M | $17.95M |
| Oaktree capital management lp | 862.59K | 0.20% | 862.59K | $14.49M |
| Freestone grove partners lp | 357.83K | 0.06% | 357.83K | $7.74M |
| Norges bank | 223.74K | 0.00% | 223.74K | $3.46M |
Sold Out
| Holder | Change |
|---|---|
| Hughes financial services | -1.00 |
| Dinuzzo private wealth | -2.00 |
| Dunhill financial | -2.00 |
| Root financial partners | -2.00 |
| Claris advisors, llc / mo / | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 196 | 1.03% | 158,783,693 | -0.24% | 123 | 0.80% | 108 | 3.85% | 54 | 20.00% |
| Mar 31, 2026 | 79 | -58.64% | 27,852,669 | -82.24% | 21 | 0.14% | 37 | -56.98% | 18 | -74.29% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson US Opportunistic Alpha | 13.26M | 10.14% | 278.60K |
| Janus Henderson Contrarian D | 12.98M | 9.92% | - |
| 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 | 2.48M | 1.90% | 29.70K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.48M | 1.90% | 29.70K |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.48M | 1.90% | - |
| T. Rowe Price Small-Cap Stock | 2.10M | 1.60% | 730.29K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 18, 2026 | DeLuca Teresa | - | Buy | $161.21K |
| Aug 18, 2026 | DeLuca Teresa | - | Buy | $143.50K |
| Mar 13, 2026 | Burkhalter Danielle | Chief Human Resources Officer | Sell | $44.51K |
| Mar 13, 2026 | Brittenham Marissa | Chief Strategy Officer | Sell | $45.86K |
| Mar 16, 2026 | Doherty David T | Chief Financial Officer | Sell | $110.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 2 | - |
| 2026 Q2 | - | - |
| 2026 Q1 | - | 12 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | - |
SGRY Ownership FAQ
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