Surgery Partners Ownership | Who Owns Surgery Partners?
Surgery Partners Ownership Summary
Surgery Partners is owned by 21.90% institutional investors, 1.70% insiders, and 76.40% retail investors. Bain capital investors is the largest institutional shareholder, holding 39.26% of SGRY shares. Janus Henderson Contrarian D is the top mutual fund, with 9.92% of its assets in Surgery Partners shares.
SGRY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Surgery Partners | 21.90% | 1.70% | 76.40% |
| Sector | Healthcare Stocks | 35.58% | 11.87% | 52.55% |
| Industry | Medical Care Facilities Stocks | 38.65% | 13.46% | 47.90% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bain capital investors | 49.95M | 39.26% | $595.37M |
| Janus henderson group | 13.54M | 10.64% | $161.40M |
| Pentwater capital management lp | 12.65M | 9.95% | $150.85M |
| King street capital management | 10.23M | 8.04% | $121.94M |
| Ubs group | 10.19M | 8.01% | $121.49M |
| Blackrock | 7.64M | 6.06% | $181.68M |
| Vanguard group | 7.57M | 5.96% | $116.89M |
| Blackrock funding, inc. /de | 5.66M | 4.45% | $67.48M |
| Dimensional fund advisors lp | 5.30M | 4.16% | $63.13M |
| Clearbridge investments | 4.12M | 3.24% | $49.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| King street capital management | 10.23M | 37.17% | $121.94M |
| Varde management | 755.44K | 18.26% | $9.00M |
| Bain capital investors | 49.95M | 18.22% | $595.37M |
| Sea cliff partners management, lp | 1.04M | 6.40% | $12.39M |
| Whitefort capital management, lp | 911.14K | 3.20% | $10.86M |
| Irenic capital management lp | 1.13M | 2.57% | $24.50M |
| Rangeley capital | 124.00K | 2.32% | $2.68M |
| One68 global capital | 45.00K | 1.74% | $536.40K |
| Mesirow institutional investment management | 677.46K | 1.10% | $14.34M |
| Harvest management | 102.76K | 0.96% | $2.22M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pentwater capital management lp | 12.65M | 0.78% | 2.65M |
| Ubs group | 10.19M | 0.02% | 2.39M |
| T. rowe price investment management | 1.95M | 0.02% | 1.48M |
| Blackrock | 7.64M | 0.00% | 1.28M |
| Davidson kempner capital management lp | 3.34M | 0.54% | 965.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | - | - | -7.09M |
| Fmr | 2.19M | 0.00% | -4.38M |
| Durable capital partners lp | - | - | -2.88M |
| Glenview capital management | 1.80M | 0.54% | -2.06M |
| Hein park capital management lp | - | - | -1.37M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Varde management | 755.44K | 18.26% | 755.44K | $9.00M |
| Vanguard fiduciary trust | 489.58K | 0.00% | 489.58K | $5.84M |
| Freestone grove partners lp | 357.83K | 0.06% | 357.83K | $7.74M |
| Tudor investment corp et al | 270.15K | 0.01% | 270.15K | $3.22M |
| Norges bank | 223.74K | 0.00% | 223.74K | $3.46M |
Sold Out
| Holder | Change |
|---|---|
| Sjs investment consulting | -1.00 |
| Dinuzzo private wealth | -2.00 |
| Global financial private client | -5.00 |
| Claris advisors, llc / mo / | -5.00 |
| Wealthtrak capital management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 6 | -96.86% | 50,415,491 | -64.39% | 39 | 0.32% | 2 | -98.11% | 1 | -98.15% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson Contrarian D | 12.98M | 9.92% | - |
| Janus Henderson US Opportunistic Alpha | 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 | 2.45M | 1.87% | - |
| iShares Russell 2000 ETF | 1.83M | 1.40% | 15.46K |
| Vanguard Small Cap Index | 1.79M | 1.37% | -8.31K |
| ClearBridge Select I | 1.59M | 1.22% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Mar 16, 2026 | Evans Jason Eric | Chief Executive Officer | Sell | $254.39K |
| Mar 12, 2026 | Baldock Jennifer | Chief Admin & Dev Officer | Sell | $76.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 12 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 16 |
| 2024 Q4 | - | - |
SGRY Ownership FAQ
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