SURGERY PARTNERS INC SGRY
$17.23
+3.8% 52w: $11.49 – $23.84
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data11.4917.6623.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
182
+2 QoQ
13F value
$1.90B
-22.7% QoQ
Smart-money holders
15
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
1.3×
$20.9M calls / $15.8M puts
Institutional value by quarter
Number of holders
Who owns SGRY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bain Capital Investors LLC ★2 | Fundamental diversified | 49.9M | $595.4M | 18.2% | Held |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 13.5M | $161.4M | 0.1% | 0.0% |
| Pentwater Capital Management LP ★2 | Fundamental concentrated | 12.7M | $150.8M | 1.1% | +26.6% |
| KING STREET CAPITAL MANAGEMENT, L.P. ★2 | Fundamental concentrated | 10.2M | $121.9M | 37.2% | Held |
| UBS Group AG | Bank broker | 10.2M | $121.5M | 0.0% | +30.6% |
| BlackRock, Inc. | Index provider | 5.7M | $67.5M | 0.0% | -0.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 5.3M | $63.1M | 0.0% | +7.9% |
| Clearbridge Investments, LLC | Other | 4.1M | $49.1M | 0.0% | -2.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 3.6M | $43.3M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.4M | $40.9M | 0.0% | — |
| Davidson Kempner Capital Management LP | Quant stat arb | 3.3M | $39.8M | 1.5% | +40.7% |
| FMR LLC | Long only active | 2.2M | $26.1M | 0.0% | -66.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 2.0M | $23.9M | 0.0% | +3.0% |
| STATE STREET CORP | Index provider | 2.0M | $23.3M | 0.0% | +4.3% |
| T. Rowe Price Investment Management, Inc. | Long only active | 1.9M | $23.2M | 0.0% | +298.2% |
| HSBC HOLDINGS PLC | Bank broker | 1.9M | $22.6M | 0.0% | -50.4% |
| GLENVIEW CAPITAL MANAGEMENT, LLC ★2 | Fundamental diversified | 1.8M | $21.5M | 0.6% | -53.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.6M | $18.9M | 0.0% | +44.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.3M | $15.3M | 0.0% | -34.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $14.8M | 0.0% | +97.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.1M | $13.2M | 0.0% | +11.8% |
| LMR Partners LLP | Quant stat arb | 1.1M | $13.1M | 0.2% | +205.3% |
| Sea Cliff Partners Management, LP ★3 | Fundamental concentrated | 1.0M | $12.4M | 6.4% | +54.4% |
| MORGAN STANLEY | Bank broker | 1.0M | $12.1M | 0.0% | -11.3% |
| Man Group plc | Quant stat arb | 946.5K | $11.3M | 0.0% | +187.9% |
| Whitefort Capital Management, LP ★3 | Fundamental concentrated | 911.1K | $10.9M | 3.4% | +51.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 797.8K | $9.5M | 0.0% | +13.8% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 760.3K | $9.1M | 0.0% | -1.0% |
| Varde Management, L.P. ★2 | Fundamental diversified | 755.4K | $9.0M | 18.3% | New |
| NOMURA HOLDINGS INC | Bank broker | 723.2K | $8.6M | 0.1% | -58.0% |
| Irenic Capital Management LP ★2 | Fundamental concentrated | 711.0K | $8.5M | 0.8% | +740.2% |
| NORTHERN TRUST CORP | Index provider | 678.6K | $8.1M | 0.0% | +4.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 638.0K | $7.6M | 0.0% | +0.2% |
| Hudson Bay Capital Management LP | Multistrat pod | 607.8K | $7.2M | 0.0% | +0.4% |
| DIMENSION CAPITAL MANAGEMENT LLC | Wealth advisor | 530.6K | $6.3M | 0.9% | +36.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 489.6K | $5.8M | 0.0% | — |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 423.8K | $5.1M | 0.0% | +3132.5% |
| Quinn Opportunity Partners LLC | Other | 413.9K | $4.9M | 0.3% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 401.6K | $4.8M | 0.0% | -31.9% |
| JPMORGAN CHASE & CO | Bank broker | 336.4K | $3.9M | 0.0% | +131.3% |
| Pier Capital, LLC | Other | 322.2K | $3.8M | 0.6% | -0.8% |
| Clearline Capital LP | Other | 314.1K | $3.7M | 0.3% | +57.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 301.0K | $3.6M | 0.0% | -2.4% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 281.4K | $3.4M | 0.0% | +141.8% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 270.2K | $3.2M | 0.0% | New |
| SG Americas Securities, LLC | Diversified mechanical | 258.1K | $3.1M | 0.0% | -54.5% |
| Centiva Capital, LP | Diversified mechanical | 211.3K | $2.5M | 0.1% | +40.3% |
| Invesco Ltd. | Index provider | 208.9K | $2.5M | 0.0% | +13.9% |
| Rock Springs Capital Management LP ★2 | Fundamental diversified | 208.0K | $2.5M | 0.1% | -32.9% |
| CastleKnight Management LP | Other | 200.7K | $2.4M | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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