Surgery Partners Ownership | Who Owns Surgery Partners?

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Surgery Partners Ownership Summary

Surgery Partners is owned by 113.63% institutional investors, 1.45% 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	113.63%	1.45%	-15.08%
Sector	Healthcare Stocks	487.91%	11.08%	-398.99%
Industry	Medical Care Facilities Stocks	75.76%	12.33%	11.91%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Bain capital investors	49.95M	39.33%	$1.11B
Fmr	16.28M	12.90%	$344.69M
Janus henderson group	11.55M	9.16%	$244.62M
Blackrock	7.64M	6.06%	$181.68M
Vanguard group	7.62M	6.04%	$161.28M
Pentwater capital management lp	7.00M	5.51%	$155.61M
King street capital management	6.22M	4.90%	$138.38M
Blackrock funding, inc. /de	5.83M	4.59%	$129.63M
Clearbridge investments	4.23M	3.36%	$89.65M
Dimensional fund advisors lp	3.58M	2.84%	$75.74M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bain capital investors	49.95M	35.40%	$1.11B
King street capital management	6.22M	13.18%	$138.38M
Twin securities	511.72K	6.45%	$11.38M
Harvest management	340.66K	3.22%	$7.57M
P schoenfeld asset management lp	450.24K	2.46%	$10.01M
Whitefort capital management, lp	371.00K	2.42%	$8.25M
Sivik global healthcare	220.00K	1.39%	$4.76M
Tig advisors	1.02M	1.22%	$22.76M
Mesirow institutional investment management	677.46K	1.10%	$14.34M
Dimension capital management	301.46K	1.04%	$6.70M

Top Buyers

Holder	Shares	% Assets	Change
Janus henderson group	11.55M	0.12%	6.06M
Pentwater capital management lp	7.00M	1.01%	4.26M
Farallon capital management	1.93M	0.18%	1.93M
Glenview capital management	1.53M	0.95%	1.53M
Blackrock	7.64M	0.00%	1.28M

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	-	-	-7.09M
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
Farallon capital management	1.93M	0.18%	1.93M	$42.81M
Glenview capital management	1.53M	0.95%	1.53M	$33.99M
Norges bank	746.17K	0.00%	746.17K	$15.80M
P schoenfeld asset management lp	450.24K	2.46%	450.24K	$10.01M
Whitefort capital management, lp	371.00K	2.42%	371.00K	$8.25M

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 %
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%
Jun 30, 2024	188	-	141,891,167	4.06%	112	0.96%	116	9.43%	48	-2.04%

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 113.62%, followed by 1.45% insiders and -15.07% retail investors. The average institutional ownership in Surgery Partners's industry, Medical Care Facilities Stocks, is 75.76%, 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%), Fmr (16.28M shares, 12.90%), and Janus henderson group (11.55M shares, 9.16%). Together, they hold 61.40% 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 35.40% of its assets in 49.95M Surgery Partners shares, valued at 1.11B$.

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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