Bank of New York Mellon Corp
BankPosition in SGRY — Surgery Partners, Inc.
CIK 1390777
NEW YORK, NY
Position in SGRY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,588,168
-$1,179,096 QoQ
Shares Held
301,021
-2.4% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Bank of New York Mellon Corp holds $1,106,163,861 across 41 Medical Care Facilities names. SGRY ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
944,231 | $446,847,869 | |
| 2 | THC |
Tenet Healthcare Corp
|
606,242 | $114,403,920 | |
| 3 | ENSG |
Ensign Group, Inc
|
454,525 | $91,586,783 | |
| 4 | EHC |
Encompass Health Corp
|
865,542 | $83,723,869 | |
| 5 | DVA |
Davita Inc.
|
457,493 | $70,312,089 | |
| 6 | UHS |
Universal Health Services Inc
|
374,037 | $66,941,392 | |
| 7 | CHE |
Chemed Corp
|
108,314 | $40,914,523 | |
| 8 | OPCH |
Option Care Health, Inc.
|
1,083,023 | $29,154,973 |
All Filings in SGRY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,588,168 | 301,021 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,767,264 | 308,561 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $6,728,978 | 310,951 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $6,765,810 | 304,355 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $8,115,420 | 341,702 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $7,214,225 | 340,776 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $9,336,347 | 289,589 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,266,666 | 347,485 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $9,223,432 | 309,200 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $10,368,372 | 324,113 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $9,301,001 | 317,983 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $13,455,742 | 299,083 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $8,143,330 | 236,244 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,449,727 | 231,505 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,759,583 | 160,666 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,193,774 | 145,013 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,578,292 | 137,662 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $7,304,457 | 136,762 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,287,629 | 124,885 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $9,057,920 | 135,964 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $5,804,609 | 131,148 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $1,939,353 | 88,555 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,032,030 | 89,199 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $634,610 | 97,184 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||