Who owns Surgery Partners, Inc.?
Institutional ownership of SGRY from SEC Form 13F filings across 131 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.
131
13F holders
$1.37B
value, 2026 filers
62.5%
of shares outstanding (81.8M sh)
25
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 | Jupiter Topco LLCNEW | 13.9M | $233.2M | 0.1% | 10.6% | new |
| 2 | Pentwater Capital Management LP | 11.6M | $195.4M | 1.2% | 8.9% | -8.1% |
| 3 | UBS Group AG | 8.6M | $144.0M | 0.0% | 6.6% | -15.9% |
| 4 | BlackRock, Inc. | 6.2M | $104.9M | 0.0% | 4.8% | +10.3% |
| 5 | Clearbridge Investments, LLC | 3.8M | $64.2M | 0.1% | 2.9% | -7.2% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $62.8M | 0.0% | 2.9% | +3.0% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $59.0M | 0.0% | 2.7% | -48.9% |
| 8 | Davidson Kempner Capital Management LP | 3.3M | $56.1M | 0.7% | 2.6% | 0.0% |
| 9 | HSBC HOLDINGS PLC | 3.0M | $48.9M | 0.0% | 2.3% | +54.5% |
| 10 | FMR LLC | 2.1M | $36.1M | 0.0% | 1.6% | -1.9% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $35.6M | 0.0% | 1.6% | +5.7% |
| 12 | NOMURA HOLDINGS INC | 1.5M | $25.6M | 0.0% | 1.2% | +110.9% |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.5M | $24.7M | 0.0% | 1.1% | -7.4% |
| 14 | LMR Partners LLP | 1.4M | $22.9M | 0.1% | 1% | +23.7% |
| 15 | MORGAN STANLEY | 1.2M | $20.7M | 0.0% | 0.9% | +21.8% |
| 16 | BANK OF AMERICA CORP /DE/ | 1.2M | $20.4M | 0.0% | 0.9% | -2.2% |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 1.1M | $18.2M | 0.0% | 0.8% | +42.5% |
| 18 | Sixth Street Partners Management Company, L.P.NEW | 1.1M | $18.2M | 3.1% | 0.8% | new |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $18.2M | 0.0% | 0.8% | -2.3% |
| 20 | GOLDMAN SACHS GROUP INC | 1.1M | $18.1M | 0.0% | 0.8% | -15.7% |
| 21 | RAYMOND JAMES FINANCIAL INC | 867,776 | $14.6M | 0.0% | 0.7% | +8.8% |
| 22 | NORTHERN TRUST CORP | 741,577 | $12.5M | 0.0% | 0.6% | +9.3% |
| 23 | Man Group plc | 697,552 | $11.7M | 0.0% | 0.5% | -26.3% |
| 24 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 653,470 | $11.0M | 0.0% | 0.5% | +2.4% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 508,254 | $8.5M | 0.0% | 0.4% | +3.8% |
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.