ZACKS INVESTMENT MANAGEMENT

Position in SGRY — Surgery Partners, Inc.

CIK 1086483 Chicago, IL

Position in SGRY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,078,240

+$752,778 QoQ

Shares Held

64,181

+535.8% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#76

of 186 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $9,805,683 across 8 Medical Care Facilities names. SGRY ranks #5 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MD	Pediatrix Medical Group, Inc.	109,134	$2,764,364
2	HCSG	Healthcare Services Group Inc	83,785	$2,057,759
3	PACS	PACS Group, Inc.	36,631	$1,561,945
4	LFST	LifeStance Health Group, Inc.	107,147	$1,147,544
5	SGRY	Surgery Partners, Inc. This page	64,181	$1,078,240
6	GRDN	Guardian Pharmacy Services, Inc.	11,405	$477,527
7	INNV	InnovAge Holding Corp.	35,907	$425,497
8	HCA	HCA Healthcare, Inc.	751	$292,807

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,078,240	64,181	+535.8%	Shares	Sole	2026-08-13
2024-09-30	$325,462	10,095	-14.1%	Shares	Sole	2024-11-14
2024-06-30	$279,651	11,755	-10.0%	Shares	Sole	2024-08-14
2024-03-31	$389,490	13,057	+30.5%	Shares	Sole	2024-05-15
2023-12-31	$319,963	10,002	-29.5%	Shares	Sole	2024-02-14
2023-09-30	$414,999	14,188	0.0%	Shares	Sole	2023-11-14
2023-06-30	$638,318	14,188	0.0%	Shares	Sole	2023-08-15
2023-03-31	$489,060	14,188	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$394,720	14,168	-12.2%	Shares	Sole	2023-02-14
2022-09-30	$377,629	16,138	-4.8%	Shares	Sole	2022-11-14
2022-06-30	$490,251	16,952	-8.2%	Shares	Sole	2022-08-15
2022-03-31	$1,016,498	18,465	+0.1%	Shares	Sole	2022-05-13
2021-12-31	$985,414	18,450	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.