Institutional ownership · Form 13F
SGRY institutional ownership
Surgery Partners, Inc. - Common Stock: reported institutional holdings as of 2026-06-30 (filed through 2026-08-31), aggregated by StockEyes from SEC Form 13F information tables. SGRY is one of 2732 tickers in the validated publication set. Mapping coverage in this publication set: 4562 of 6046 universe tickers have at least one validated CUSIP mapping (75.5%). Latest-quarter filed value resolved to any listed ticker: 77.3%; resolved to this universe: 77.2%.
SGRY: change since the prior quarter's filings
More managers reported a position, with the count rising from 181 in the quarter ended 2026-03-31 to 187 in the quarter ended 2026-06-30 (+6, 3.3%). Total reported shares fell to 157,808,321 (-1,330,259, 0.8%), against the direction of the manager count. Among the 26 managers listed as top holders in both quarters, the largest increases were HSBC HOLDINGS PLC (+1,043,244 shares) and NOMURA HOLDINGS INC (+801,868 shares), among 12 managers who added shares, and the largest decreases were KING STREET CAPITAL MANAGEMENT, L.P. (-4,171,589 shares) and UBS Group AG (-1,618,368 shares), among 12 managers who reduced shares. Jupiter Topco LLC (13,882,155 shares), Hein Park Capital Management LP (1,068,621 shares) and 2 more entered the listed top holders; JANUS HENDERSON GROUP PLC (13,540,385 shares in the prior quarter), GLENVIEW CAPITAL MANAGEMENT, LLC (1,800,000 shares in the prior quarter) and 2 more dropped out of the listed top holders.
New to 13F data? Read how to read a 13F filing, or see where institutions moved overall in the Smart Money Report.
Reported totals, quarter ended 2026-06-30
187 reporting managers held 157,808,321 shares, reported value $2,546,821,418 exactly as filed. Values are position values transcribed from the filings, not current market prices.
Reported quarter-over-quarter change (quarter ended 2026-03-31 to quarter ended 2026-06-30): reporting managers +6, reported shares -1,330,259 (-0.84%), reported value +36.28%. These changes compare two filing snapshots.
Shares outstanding check: 128,825,000 shares reported by the issuer (SEC XBRL, period ended 2026-06-30). Reported 13F shares equal 122.5% of that figure. This page passed the publication sanity gate before listing.
SGRY in this quarter's filings
Concentration check: the largest reported position, Bain Capital Investors LLC with 49,946,972 shares, is 31.7% of all shares reported for SGRY this quarter. The five largest reporting managers together account for 57.2% of the reported total, so the headline total is dominated by a handful of large managers.
Reported quarter-over-quarter change: the reporting-manager count rose by 6 versus the quarter ended 2026-03-31, and reported shares moved -0.84% (-1,330,259 shares). That is a comparison of two filing snapshots, not a record of trades on any single day.
Shares-outstanding cross-check: reported 13F shares equal 122.5% of the issuer share count used at the publication gate (128,825,000 shares, issuer period ended 2026-06-30). The gate publishes a ticker only when that relationship is plausible; lending chains can push reported totals above a simple ownership share, which is why the figure is a sanity check and not an ownership percentage.
Largest reporting managers, SGRY
| # | Manager | Shares | Value as filed | Share of reported total |
|---|---|---|---|---|
| 1 | Bain Capital Investors LLC | 49,946,972 | $839,109,130 | 31.7% |
| 2 | Jupiter Topco LLC | 13,882,155 | $233,219,662 | 8.8% |
| 3 | Pentwater Capital Management LP | 11,630,000 | $195,384,000 | 7.4% |
| 4 | UBS Group AG | 8,573,413 | $144,033,338 | 5.4% |
| 5 | BlackRock, Inc. | 6,241,503 | $104,857,250 | 4.0% |
| 6 | KING STREET CAPITAL MANAGEMENT, L.P. | 6,058,141 | $101,776,768 | 3.8% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 4,943,713 | $83,052,442 | 3.1% |
| 8 | Clearbridge Investments, LLC | 3,823,179 | $64,229,408 | 2.4% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,737,712 | $62,793,562 | 2.4% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 3,509,535 | $58,960,188 | 2.2% |
| 11 | Davidson Kempner Capital Management LP | 3,336,464 | $56,052,595 | 2.1% |
| 12 | HSBC HOLDINGS PLC | 2,958,912 | $48,911,721 | 1.9% |
| 13 | FMR LLC | 2,149,009 | $36,103,353 | 1.4% |
| 14 | STATE STREET CORP | 2,140,905 | $35,967,204 | 1.4% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 2,116,579 | $35,564,894 | 1.3% |
Manager names and figures are transcribed from each manager's own Form 13F information table. A manager listing shares in this snapshot does not mean it holds them today.
Reported change, 2026-03-31 to 2026-06-30
| Quarter ended | Filed through | Reporting managers | Reported shares | Value as filed |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-29 | 181 | 159,138,580 | $1,868,772,692 |
| 2026-06-30 | 2026-08-31 | 187 | 157,808,321 | $2,546,821,418 |
Every change figure on this page is a reported quarter-over-quarter change between filing snapshots. It is not real-time trading activity.
SGRY reported totals over time
Quarter ended 2026-06-30: 187 reporting managers · 157,808,321 reported shares · $2,546,821,418 value as filed.
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Quarter-end 13F filed data, long positions only; filings arrive up to 45 days after quarter end.
CUSIPs behind the SGRY total
The validated bridge mapped 1 current CUSIP(s) to SGRY for this quarter: 86881A100. Option pseudo-CUSIPs, units, warrants, and preferred classes are excluded from these common-share totals. Mapping coverage in this publication set: 4562 of 6046 universe tickers have at least one validated CUSIP mapping (75.5%). Latest-quarter filed value resolved to any listed ticker: 77.3%; resolved to this universe: 77.2%.
What this page is and is not
Form 13F reports are quarterly holdings snapshots. Managers file up to about 45 days after quarter-end, so these figures describe reported positions as of the quarter-end date, not holdings today. 13F lists reportable long positions from managers above the SEC reporting threshold and omits short positions entirely.
This page is informational only. It is not investment advice, a recommendation, or a signal to buy or sell. Source: SEC Form 13F bulk data set for filings through 2026-08-31 (period ended 2026-06-30), joined to tickers through StockEyes' validated CUSIP bridge. Methodology and coverage are documented on the institutional ownership hub.
Insider transactions for SGRY (officer and director buys and sells) are covered by InsiderTrace: insidertrace.com/stock/sgry. StockEyes does not duplicate insider transaction tables.
Related StockEyes pages
Latest headlines tagged SGRY are on the market news wire. Upcoming earnings and market dates are on the events calendar. The term itself is defined in the institutional investor glossary entry, and the research workflow behind pages like this one is walked through in how to research a stock and how to compare SEC filings.