Who owns Surgery Partners, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SGRY from SEC Form 13F filings across 187 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 187 institutions disclosed 157.8M shares of Surgery Partners, Inc. worth $2.65B — about 122.5% of shares outstanding; the largest disclosed holder is Bain Capital Investors LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
187
13F holders
$2.65B
value, 2026 filers
122.5%
of shares outstanding (157.8M sh)
36
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SGRY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Bain Capital Investors LLC | 49.9M | $839.1M | 17.4% | 38.8% | 0.0% |
| 2 | Jupiter Topco LLCNEW | 13.9M | $233.2M | 0.1% | 10.8% | new |
| 3 | Pentwater Capital Management LP | 11.6M | $195.4M | 1.2% | 9% | -8.1% |
| 4 | UBS Group AG | 8.6M | $144.0M | 0.0% | 6.7% | -15.9% |
| 5 | BlackRock, Inc. | 6.2M | $104.9M | 0.0% | 4.8% | +10.3% |
| 6 | KING STREET CAPITAL MANAGEMENT, L.P. | 6.1M | $101.8M | 53.7% | 4.7% | -40.8% |
| 7 | T. Rowe Price Investment Management, Inc. | 5.9M | $99.4M | 0.1% | 4.6% | +203.4% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 4.9M | $83.1M | 0.0% | 3.8% | -6.7% |
| 9 | Clearbridge Investments, LLC | 3.8M | $64.2M | 0.1% | 3% | -7.2% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $62.8M | 0.0% | 2.9% | +3.0% |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $59.0M | 0.0% | 2.7% | +2.3% |
| 12 | Davidson Kempner Capital Management LP | 3.3M | $56.1M | 0.7% | 2.6% | 0.0% |
| 13 | HSBC HOLDINGS PLC | 3.0M | $48.9M | 0.0% | 2.3% | +54.5% |
| 14 | FMR LLC | 2.1M | $36.1M | 0.0% | 1.7% | -1.9% |
| 15 | STATE STREET CORP | 2.1M | $36.0M | 0.0% | 1.7% | +9.6% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $35.6M | 0.0% | 1.6% | +5.7% |
| 17 | NOMURA HOLDINGS INC | 1.5M | $25.6M | 0.0% | 1.2% | +110.9% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.5M | $24.7M | 0.0% | 1.1% | -7.4% |
| 19 | LMR Partners LLP | 1.4M | $22.9M | 0.1% | 1.1% | +23.7% |
| 20 | MORGAN STANLEY | 1.2M | $20.7M | 0.0% | 1% | +21.8% |
| 21 | BANK OF AMERICA CORP /DE/ | 1.2M | $20.4M | 0.0% | 0.9% | -2.2% |
| 22 | VICTORY CAPITAL MANAGEMENT INC | 1.1M | $18.2M | 0.0% | 0.8% | +42.5% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $18.2M | 0.0% | 0.8% | -2.3% |
| 24 | GOLDMAN SACHS GROUP INC | 1.1M | $18.1M | 0.0% | 0.8% | -15.7% |
| 25 | Hein Park Capital Management LPNEW | 1.1M | $18.0M | 35.7% | 0.8% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.