MORGAN STANLEY

Position in SGRY — Surgery Partners, Inc.

CIK 895421 NEW YORK, NY

Back to SGRY Full portfolio

Position in SGRY

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

Position Value

$20,710,216

+$8,645,070 QoQ

Shares Held

1,232,751

+21.8% QoQ

Ownership

0.942%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#20

of 187 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in SGRY Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

MORGAN STANLEY holds $2,977,336,818 across 48 Medical Care Facilities names. SGRY ranks #21 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	2,586,771	$1,008,556,137
2	DVA	Davita Inc.	1,601,710	$356,348,435
3	AGL	agilon health, inc.	2,011,196	$215,559,982
4	THC	Tenet Healthcare Corp	831,612	$155,577,966
5	ACHC	Acadia Healthcare Company, Inc.	4,534,269	$133,896,959
6	EHC	Encompass Health Corp	1,146,873	$115,925,917
7	UHS	Universal Health Services Inc	749,754	$111,480,915
8	CHE	Chemed Corp	232,302	$108,192,327

All Filings in SGRY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,710,216	1,232,751	+21.8%	Shares	Defined	2026-08-13
2026-03-31	$12,065,146	1,012,177	-11.3%	Shares	Defined	2026-05-15
2025-12-31	$17,625,403	1,140,803	+14.4%	Shares	Defined	2026-05-27
2025-09-30	$21,579,037	997,183	+80.1%	Shares	Defined	2026-05-27
2025-06-30	$12,311,259	553,813	+54.5%	Shares	Defined	2025-08-15
2025-03-31	$8,511,356	358,373	-22.6%	Shares	Defined	2025-05-15
2024-12-31	$9,797,664	462,809	+3.9%	Shares	Defined	2025-05-15
2024-09-30	$14,361,626	445,460	-1.4%	Shares	Defined	2025-05-14
2024-06-30	$10,751,481	451,933	+15.6%	Shares	Defined	2025-05-14
2024-03-31	$11,658,572	390,834	-9.7%	Shares	Defined	2024-10-17
2023-12-31	$13,839,221	432,611	+76.8%	Shares	Defined	2024-08-16
2023-09-30	$7,155,395	244,629	-28.9%	Shares	Defined	2023-11-15
2023-06-30	$15,483,035	344,144	+207.1%	Shares	Defined	2023-08-14
2023-03-31	$3,862,876	112,065	-47.0%	Shares	Defined	2023-05-15
2022-12-31	$5,893,667	211,546	+7.6%	Shares	Defined	2023-02-14
2022-09-30	$4,600,671	196,610	+1.3%	Shares	Defined	2022-11-14
2022-06-30	$5,613,570	194,107	+9.4%	Shares	Defined	2022-10-27
2022-03-31	$9,765,703	177,397	+146.4%	Shares	Defined	2022-10-27
2021-12-31	$3,844,610	71,983	-47.6%	Shares	Defined	2022-02-14
2021-09-30	$5,814,635	137,332	-71.2%	Shares	Defined	2021-11-15
2021-06-30	$31,790,795	477,196	+4.9%	Shares	Defined	2021-08-23
2021-03-31	$20,131,394	454,844	+1663.2%	Shares	Defined	2021-05-17
2020-12-31	$748,370	25,797	+95.4%	Shares	Defined	2021-02-16
2020-09-30	$289,057	13,199	+59.7%	Shares	Defined	2020-11-13
2020-06-30	$95,613	8,264	+234.7%	Shares	Defined	2020-08-14
2020-03-31	$16,122	2,469	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.