Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Surgery Partners, Inc.

CIK 0001638833SGRY· quarter ending 2026-06-30
Shares outstanding
130,918,260
Held by 13F filers
157,808,192
120.5% of shares outstanding
Holders
187
+5 vs 2026-03-31 · 35 new, 30 exited
Value
$2.6B
shares -0.8% vs prior quarter
13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-10, as of 2026-08-03)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockSGRY · NASDAQ130,918,260157,808,192120.5%18786881A100

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
86881A100Stock187157,808,192130,918,260120.5%$2.6B7 call / 2 put13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (187 of 187 · 86881A100)

change vs 2026-03-31
#FilerShares% of classValueChange
1Bain Capital Investors LLC49,946,97238.15%$839.1M—
2Jupiter Topco LLC13,882,15510.60%$233.2MNEW
3Pentwater Capital Management LP11,630,0008.88%$195.4M-1,025,000 (-8.1%)
4UBS Group AG8,573,4136.55%$144.0M-1,618,368 (-15.9%)
5BlackRock, Inc.6,241,5034.77%$104.9M+580,715 (+10.3%)
6KING STREET CAPITAL MANAGEMENT, L.P.6,058,1414.63%$101.8M-4,171,589 (-40.8%)
7T. Rowe Price Investment Management, Inc.5,916,1974.52%$99.4M+3,966,477 (+203.4%)
8DIMENSIONAL FUND ADVISORS LP4,943,7133.78%$83.1M-352,698 (-6.7%)
9Clearbridge Investments, LLC3,823,1792.92%$64.2M-294,877 (-7.2%)
10VANGUARD PORTFOLIO MANAGEMENT LLC3,737,7122.85%$62.8M+109,281 (+3.0%)
11VANGUARD CAPITAL MANAGEMENT LLC3,509,5352.68%$59.0M+78,740 (+2.3%)
12Davidson Kempner Capital Management LP3,336,4642.55%$56.1M—
13HSBC HOLDINGS PLC2,958,9122.26%$48.9M+1,043,244 (+54.5%)
14FMR LLC2,149,0091.64%$36.1M-42,456 (-1.9%)
15STATE STREET CORP2,140,9051.64%$36.0M+187,127 (+9.6%)
16GEODE CAPITAL MANAGEMENT, LLC2,116,5791.62%$35.6M+114,205 (+5.7%)
17NOMURA HOLDINGS INC1,525,1081.16%$25.6M+801,868 (+110.9%)
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,471,4921.12%$24.7M-117,876 (-7.4%)
19LMR Partners LLP1,360,5871.04%$22.9M+260,587 (+23.7%)
20MORGAN STANLEY1,232,7510.94%$20.7M+220,574 (+21.8%)
21BANK OF AMERICA CORP /DE/1,212,7660.93%$20.4M-27,216 (-2.2%)
22VICTORY CAPITAL MANAGEMENT INC1,083,8120.83%$18.2M+323,471 (+42.5%)
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,081,6000.83%$18.2M-25,650 (-2.3%)
24GOLDMAN SACHS GROUP INC1,079,6260.82%$18.1M-200,926 (-15.7%)
25Hein Park Capital Management LP1,068,6210.82%$18.0MNEW
26Varde Management, L.P.1,003,4470.77%$16.9M+248,009 (+32.8%)
27Whitefort Capital Management, LP901,3320.69%$15.1M-9,804 (-1.1%)
28RAYMOND JAMES FINANCIAL INC867,7760.66%$14.6M+69,982 (+8.8%)
29OAKTREE CAPITAL MANAGEMENT LP862,5880.66%$14.5MNEW
30Sea Cliff Partners Management, LP845,8640.65%$14.2M-193,935 (-18.7%)
31NORTHERN TRUST CORP741,5770.57%$12.5M+62,932 (+9.3%)
32Man Group plc697,5520.53%$11.7M-248,967 (-26.3%)
33MANUFACTURERS LIFE INSURANCE COMPANY, THE653,4700.50%$11.0M+15,423 (+2.4%)
34KENNEDY CAPITAL MANAGEMENT LLC547,9670.42%$9.2M+391,345 (+249.9%)
35VANGUARD FIDUCIARY TRUST CO508,2540.39%$8.5M+18,678 (+3.8%)
36DIMENSION CAPITAL MANAGEMENT LLC450,6060.34%$7.6M-80,000 (-15.1%)
37Hudson Bay Capital Management LP426,5920.33%$7.2M-181,170 (-29.8%)
38Quinn Opportunity Partners LLC323,8600.25%$5.4M-90,000 (-21.7%)
39Pier Capital, LLC322,2650.25%$5.4M+19 (+0.0%)
40JPMORGAN CHASE & CO320,2880.24%$5.4M-16,096 (-4.8%)
41Bank of New York Mellon Corp320,2060.24%$5.4M+19,185 (+6.4%)
42CITADEL ADVISORS LLC291,2800.22%$4.9M-110,271 (-27.5%)
43PRELUDE CAPITAL MANAGEMENT, LLC218,8050.17%$3.7M+191,062 (+688.7%)
44Invesco Ltd.203,3580.16%$3.4M-5,565 (-2.7%)
45CastleKnight Management LP200,7000.15%$3.4M—
46Nuveen, LLC191,4870.15%$3.2M+24,690 (+14.8%)
47Penn Capital Management Company, LLC175,0830.13%$2.9MNEW
48SIRIOS CAPITAL MANAGEMENT L P172,9760.13%$2.9M-26,078 (-13.1%)
49TD Waterhouse Canada Inc.166,4110.13%$2.8M+27,559 (+19.8%)
50TD Asset Management Inc158,0940.12%$2.7M+92,174 (+139.8%)
51Swiss National Bank155,8000.12%$2.6M+2,300 (+1.5%)
52TUDOR INVESTMENT CORP ET AL153,9260.12%$2.6M-116,227 (-43.0%)
53PRINCIPAL FINANCIAL GROUP INC150,9390.12%$2.5M+10,365 (+7.4%)
54FIRST TRUST ADVISORS LP141,0880.11%$2.4M+100,350 (+246.3%)
55Allianz Asset Management GmbH140,0000.11%$2.4MNEW
56Holocene Advisors, LP136,3280.10%$2.3M+14,070 (+11.5%)
57RENAISSANCE TECHNOLOGIES LLC130,1000.10%$2.2MNEW
58PRICE T ROWE ASSOCIATES INC /MD/126,0640.10%$2.1M+27,650 (+28.1%)
59BNP PARIBAS FINANCIAL MARKETS110,6980.08%$1.9M-170,654 (-60.7%)
60SUSQUEHANNA INTERNATIONAL GROUP, LLP109,2640.08%$1.8M+61,960 (+131.0%)
61RHUMBLINE ADVISERS104,5650.08%$1.8M+4,739 (+4.7%)
62CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM102,2500.08%$1.7M-11,421 (-10.0%)
63MARSHALL WACE, LLP95,3620.07%$1.6M+82,536 (+643.5%)
64GABELLI FUNDS LLC91,1970.07%$1.5M-10,000 (-9.9%)
65Quantinno Capital Management LP90,2900.07%$1.5M+7,770 (+9.4%)
66DEUTSCHE BANK AG\88,9770.07%$1.5M+16,749 (+23.2%)
67ALLIANCEBERNSTEIN L.P.87,9000.07%$1.0M+92 (+0.1%)
68Rock Springs Capital Management LP84,0000.06%$1.4M-124,000 (-59.6%)
69WELLS FARGO & COMPANY/MN78,7900.06%$1.3M+40,342 (+104.9%)
70WOLVERINE ASSET MANAGEMENT LLC76,5290.06%$1.3M—
71Tranquility Partners, LLC74,9230.06%$1.3M+6,861 (+10.1%)
72VANGUARD ASSET MANAGEMENT, Ltd72,5690.06%$1.2M+13,899 (+23.7%)
73Corient Private Wealth LP72,0560.06%$1.2M+323 (+0.5%)
74Legal & General Group Plc71,7020.05%$1.2M+768 (+1.1%)
75MIRABELLA FINANCIAL SERVICES LLP65,4300.05%$1.1MNEW
76Balyasny Asset Management L.P.64,3770.05%$1.1MNEW
77ZACKS INVESTMENT MANAGEMENT64,1810.05%$1.1MNEW
78DARK FOREST CAPITAL MANAGEMENT LP55,2470.04%$928K-34,951 (-38.7%)
79Cerity Partners LLC50,4850.04%$848K+461 (+0.9%)
80MOORE CAPITAL MANAGEMENT, LP50,0000.04%$840K—
81XTX Topco Ltd49,9490.04%$839K+36,267 (+265.1%)
82MetLife Investment Management, LLC46,7040.04%$785K+761 (+1.7%)
83Marble Bar Asset Management LLP46,5890.04%$783K+30,761 (+194.3%)
84AQR CAPITAL MANAGEMENT LLC46,1550.04%$775K+34,202 (+286.1%)
85CITIGROUP INC45,6900.03%$768K+33,406 (+271.9%)
86Russell Investments Group, Ltd.41,2440.03%$693K+35,327 (+597.0%)
87Inspire Investing, LLC40,6690.03%$683K-2,740 (-6.3%)
88ENVESTNET ASSET MANAGEMENT INC39,4770.03%$663K+11,331 (+40.3%)
89LPL Financial LLC39,3040.03%$660K+3,360 (+9.3%)
90MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.36,8080.03%$618K+517 (+1.4%)
91SEI INVESTMENTS CO32,8640.03%$552KNEW
92Vanguard Global Advisers, LLC29,5700.02%$497K-46 (-0.2%)
93NEW YORK STATE COMMON RETIREMENT FUND29,5380.02%$496K+6,100 (+26.0%)
94Sanctuary Advisors, LLC27,9600.02%$470K+886 (+3.3%)
95One68 Global Capital, LLC27,0000.02%$454K-18,000 (-40.0%)
96NATIXIS ADVISORS, LLC26,4210.02%$443KNEW
97Zurcher Kantonalbank (Zurich Cantonalbank)26,1480.02%$439K—
98JONES FINANCIAL COMPANIES LLLP24,6500.02%$390K+10,376 (+72.7%)
99Police & Firemen's Retirement System of New Jersey24,3470.02%$409K+2,944 (+13.8%)
100BARCLAYS PLC22,8580.02%$384K-22,267 (-49.3%)
101Counterpoint Mutual Funds LLC22,1720.02%$372KNEW
102ARIZONA STATE RETIREMENT SYSTEM21,4260.02%$360K+110 (+0.5%)
103Creative Planning21,2870.02%$358K+8,034 (+60.6%)
104STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM19,2730.01%$324K—
105Sterling Capital Management LLC18,7310.01%$315K+16,168 (+630.8%)
106Handelsbanken Fonder AB18,6000.01%$312K+500 (+2.8%)
107Squarepoint Ops LLC18,3330.01%$308KNEW
108EVERGREEN CAPITAL MANAGEMENT LLC18,1540.01%$305KNEW
109Vanguard Investments Australia, Ltd.17,3680.01%$292K—
110INTECH INVESTMENT MANAGEMENT LLC17,1550.01%$288K-403 (-2.3%)
111MACKENZIE FINANCIAL CORP16,8530.01%$283KNEW
112KLP KAPITALFORVALTNING AS16,5000.01%$277K—
113WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC15,6320.01%$263K—
114State of Wyoming15,5710.01%$262KNEW
115VOYA INVESTMENT MANAGEMENT LLC15,3900.01%$259K+1,802 (+13.3%)
116Blackstone Inc.15,3430.01%$258KNEW
117LEVEL FOUR ADVISORY SERVICES, LLC14,1570.01%$238K+2,304 (+19.4%)
118BOOTHBAY FUND MANAGEMENT, LLC14,0000.01%$235K-7,500 (-34.9%)
119Camelot Portfolios, LLC13,7120.01%$230K-20 (-0.1%)
120SG Americas Securities, LLC13,5850.01%$228K-244,556 (-94.7%)
121PRUDENTIAL FINANCIAL INC13,2750.01%$223K+1,250 (+10.4%)
122Shay Capital LLC13,0000.01%$218K-10,500 (-44.7%)
123Empowered Funds, LLC12,8580.01%$216K-95,633 (-88.1%)
124ARISTEIA CAPITAL, L.L.C.11,8630.01%$199K-12,118 (-50.5%)
125Pictet Asset Management Holding SA11,5280.01%$194K—
126Olympiad Research LP10,9120.01%$183K—
127ProShare Advisors LLC10,4660.01%$176K-747 (-6.7%)
128STATE OF WISCONSIN INVESTMENT BOARD10,4410.01%$175K-129,925 (-92.6%)
129Abel Hall, LLC10,3150.01%$173KNEW
130CANADA LIFE ASSURANCE Co10,0230.01%$168K—
131ROYAL BANK OF CANADA8,7950.01%$147K+2,211 (+33.6%)
132SIMPLEX TRADING, LLC8,5400.01%$143K+5,742 (+205.2%)
133Fulcrum Asset Management LLP7,3400.01%$122KNEW
134State of Alaska, Department of Revenue7,2820.01%$122K—
135Ameritas Investment Partners, Inc.7,2550.01%$122K+793 (+12.3%)
136PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO7,0830.01%$119K—
137FNY Investment Advisers, LLC6,5000.00%$109K—
138Centiva Capital, LP5,0000.00%$84K-206,299 (-97.6%)
139Covestor Ltd4,7910.00%$81K+1,465 (+44.0%)
140Rockefeller Capital Management L.P.3,8430.00%$65K—
141Walleye Capital LLC3,5290.00%$59K+367 (+11.6%)
142Tower Research Capital LLC (TRC)3,2680.00%$55K-2,429 (-42.6%)
143Cullen/Frost Bankers, Inc.3,2470.00%$55KNEW
144NISA INVESTMENT ADVISORS, LLC3,1220.00%$52K+1,531 (+96.2%)
145KBC Group NV2,5550.00%$43K—
146PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2,2600.00%$38K+451 (+24.9%)
147US BANCORP \DE\1,7160.00%$29K+1,250 (+268.2%)
148PNC Financial Services Group, Inc.1,6880.00%$28K-1,219 (-41.9%)
149HARBOR CAPITAL ADVISORS, INC.1,5570.00%$26K-88 (-5.3%)
150FIFTH THIRD BANCORP1,3470.00%$23K-2,721 (-66.9%)
151Nykredit A/S1,1700.00%$20KNEW
152Allworth Financial LP7890.00%$13K+237 (+42.9%)
153BNP PARIBAS ASSET MANAGEMENT Holding S.A.7350.00%$12K-505 (-40.7%)
154OSAIC HOLDINGS, INC.6770.00%$11K+485 (+252.6%)
155SJS Investment Consulting Inc.6160.00%$10KNEW
156Farther Finance Advisors, LLC5280.00%$9K+470 (+810.3%)
157LOS ANGELES CAPITAL MANAGEMENT LLC4220.00%$7K—
158Optiver Holding B.V.3290.00%$6K-32 (-8.9%)
159Arax Advisory Partners3170.00%$5KNEW
160Continuum Advisory, LLC2890.00%$5KNEW
161Parallel Advisors, LLC2680.00%$5K-272 (-50.4%)
162NewEdge Advisors, LLC2500.00%$4K-8,300 (-97.1%)
163GAMMA Investing LLC2480.00%$4K-111 (-30.9%)
164Kilter Group LLC1780.00%$3K—
165NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1750.00%$3K—
166Hickory Point Bank & Trust1500.00%$3K—
167Bogart Wealth, LLC1080.00%$2KNEW
168Transamerica Financial Advisors, LLC860.00%$1K+76 (+760.0%)
169SIGNATUREFD, LLC850.00%$1K—
170Smartleaf Asset Management LLC800.00%$1K—
171EverSource Wealth Advisors, LLC730.00%$1K+48 (+192.0%)
172True Wealth Design, LLC660.00%$1KNEW
173Parkside Financial Bank & Trust450.00%$756NEW
174Bare Financial Services, Inc380.00%$638NEW
175SBI Securities Co., Ltd.380.00%$638-30 (-44.1%)
176Caitong International Asset Management Co., Ltd370.00%$622NEW
177FINANCIAL CONSULATE, INC300.00%$504NEW
178MassMutual Private Wealth & Trust, FSB300.00%$504—
179Arlington Trust Co LLC290.00%$487—
180Clearstead Advisors, LLC220.00%$370NEW
181Godfrey Financial Associates, Inc.210.00%$353—
182Buck Wealth Strategies, LLC160.00%$269NEW
183ROTHSCHILD INVESTMENT LLC150.00%$252-10 (-40.0%)
184Stone House Investment Management, LLC80.00%$134NEW
185FIDUCIARY FINANCIAL ADVISORS60.00%$101NEW
186Steward Partners Investment Advisory, LLC40.00%$67—
187Essential Partners LLC10.00%$17NEW
Exited since 2026-03-31 (30 filers; largest 25 shown)
JANUS HENDERSON GROUP PLC−13,540,385
GLENVIEW CAPITAL MANAGEMENT, LLC−1,800,000
Irenic Capital Management LP−711,000
MILLENNIUM MANAGEMENT LLC−423,840
Clearline Capital LP−314,144
WESBANCO BANK INC−120,000
BRIDGEWAY CAPITAL MANAGEMENT, LLC−100,192
TIG Advisors, LLC−86,212
JANE STREET GROUP, LLC−71,790
MANGROVE PARTNERS IM, LLC−39,525
IMC-Chicago, LLC−31,676
Jump Financial, LLC−28,295
VARCOV Co.−26,187
Clear Harbor Asset Management, LLC−20,851
FRANKLIN RESOURCES INC−20,488
ADAR1 Capital Management, LLC−20,000
Entropy Technologies, LP−19,686
Graham Capital Management, L.P.−10,323
Twin Securities, Inc.−10,025
Oakum Bay Capital LLC−1,209
QUADRANT CAPITAL GROUP LLC−1,000
NOMURA ASSET MANAGEMENT CO LTD−900
CWM, LLC−691
IFP Advisors, Inc−115
Advisory Services Network, LLC−107

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Brian J. HigginsSCHEDULE 13G2026-08-142026-06-306,058,1414.6%
King Street Capital Management, L.P.SCHEDULE 13G2026-08-142026-06-306,058,1414.6%
King Street Capital Management GP, L.L.C.SCHEDULE 13G2026-08-142026-06-306,058,1414.6%
Pentwater Capital Management LPSCHEDULE 13G/A2026-05-152026-03-3112,655,0009.7%
Matthew HalbowerSCHEDULE 13G/A2026-05-152026-03-3112,655,0009.7%
FMR LLCSCHEDULE 13G/A2026-05-062026-03-312,191,465.081.7%
Abigail P. JohnsonSCHEDULE 13G/A2026-05-062026-03-312,191,465.081.7%
The Vanguard GroupSCHEDULE 13G/A2026-03-272026-03-1300%
JANUS HENDERSON GROUP PLCSCHEDULE 13G/A2025-11-142025-09-3013,036,58310.2%
Janus Henderson Contrarian FundSCHEDULE 13G/A2025-11-142025-09-3012,479,6409.7%
Wellington Group Holdings LLPSCHEDULE 13G/A2025-08-122025-06-302170%
Wellington Investment Advisors Holdings LLPSCHEDULE 13G/A2025-08-122025-06-302170%
Wellington Management Group LLPSCHEDULE 13G/A2025-08-122025-06-302170%
BCPE Seminole Holdings II Intermediate, LPSCHEDULE 13D/A2025-06-172025-06-1630,055,19723.45%
BCPE Seminole Holdings III, L.P.SCHEDULE 13D/A2025-06-172025-06-167,832,4506.11%
BCPE Seminole Holdings LPSCHEDULE 13D/A2025-06-172025-06-1610,708,1028.36%
BCPE Seminole Holdings IV, L.P.SCHEDULE 13D/A2025-06-172025-06-161,351,2231.05%
Wellington Management Company LLPSCHEDULE 13G2025-05-122025-03-317,091,7565.4%
BlackRock, Inc.SCHEDULE 13G/A2025-04-292025-03-315,675,0044.4%
BCPE Seminole Holdings IV LPSCHEDULE 13D/A2025-01-282025-01-274,951,3203.9%
BCPE Seminole Holdings II Intermediate LPSCHEDULE 13D/A2025-01-282025-01-2730,055,19723.6%
BCPE Seminole Holdings III LPSCHEDULE 13D/A2025-01-282025-01-274,232,3533.3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.