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SGRY · Surgery Partners, Inc. · Shareholders & Ownership

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$23.21 -0.15 (-0.64%) Q2 2026 earnings call transcript
Market Cap
$3.06B
Shares
130.92M
Volume · Oct 28 1.66M Avg daily vol (3M) 3.27M

Every disclosed holder of SGRY in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

Who Owns SGRY

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group Shares % Out
Institutional (13F) 157,822,032 120.55%
Insiders (Forms 3, 4, 5) 2,433,883 1.86%
13D/G-only blocks 7,023,555 5.36%
Remaining 36,361,210 -27.77%
Registered funds (N-PORT, not summed) 42,890,676 32.76%

Shares outstanding: 130,918,260, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SGRY

# Holder Shares
1
Bain Capital Investors LLC
13F CIK 1040508 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
49,946,972
1.1
BCPE Seminole Holdings LP
13D CIK 1712856 · Unknown · Oct 23, 2026
Item 4 purpose: Merger opposition or support
not summed
10,708,102
2
Jupiter Topco LLC
13F CIK 2146052 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
13,882,155
3
Janus Henderson Contrarian Fund
Fund S000010475 · Registered fund · Jun 30, 2026
Janus Investment Fund, not summed
13,258,236
4
Pentwater Capital Management LP
13F CIK 1425851 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
11,630,000
5
UBS Group AG
13F CIK 1610520 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
8,573,413
6
GLENVIEW CAPITAL MANAGEMENT, LLC
13G CIK 1138995 · Registered investment adviser · Oct 6, 2026
Rule 13d-1(c), passive investor
7,023,338
7
BlackRock, Inc.
13F CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
6,241,503
7.1
iShares Russell 2000 ETF
Fund S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
2,084,803
7.2
iShares Russell 2000 Value ETF
Fund S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
738,268
7.3
Master Small Cap Index Series
Fund S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
149,427
7.4
iShares U.S. Healthcare Providers ETF
Fund S000009418 · Registered fund · Jun 30, 2026
iShares Trust, not summed
138,432
7.5
iShares Core S&P Total U.S. Stock Market ETF
Fund S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
107,661
8
KING STREET CAPITAL MANAGEMENT, L.P.
13F CIK 1218199 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
6,058,141
8.1
KING STREET CAPITAL MANAGEMENT, L.P.
13G CIK 1218199 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
6,058,141
9
T. Rowe Price Investment Management, Inc.
13F CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
5,916,197
10
DIMENSIONAL FUND ADVISORS LP
13F CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
4,943,713
10.1
U.S. SMALL CAP VALUE PORTFOLIO
Fund S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
1,395,620
10.2
Dimensional US Small Cap Value ETF
Fund S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
568,914
10.3
Dimensional U.S. Targeted Value ETF
Fund S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
566,865
10.4
U.S. SMALL CAP PORTFOLIO
Fund S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
521,139
10.5
U.S. Targeted Value Portfolio
Fund S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
397,699
11
Clearbridge Investments, LLC
13F CIK 1348883 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
3,823,179
12
VANGUARD PORTFOLIO MANAGEMENT LLC
13F CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
3,737,712
13
VANGUARD CAPITAL MANAGEMENT LLC
13F CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
3,509,535
14
Davidson Kempner Capital Management LP
13F CIK 1595082 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
3,336,464
15
HSBC HOLDINGS PLC
13F CIK 873630 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
2,958,912
16
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
2,481,034
17
FMR LLC
13F CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
2,149,009
17.1
Fidelity Small Cap Index Fund
Fund S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
873,939
17.2
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund S000061481 · Registered fund · Aug 31, 2026
Fidelity Rutland Square Trust II, not summed
423,700
17.3
Select Health Care Services Portfolio
Fund S000007472 · Registered fund · Aug 31, 2026
Fidelity Select Portfolios, not summed
410,057
17.4
Fidelity Extended Market Index Fund
Fund S000006021 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
388,726
17.5
Fidelity High Income Fund
Fund S000017690 · Registered fund · Jul 31, 2026
Fidelity Summer Street Trust, not summed
226,600
18
STATE STREET CORP
13F CIK 93751 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
2,140,905
18.1
State Street(R) SPDR(R) S&P(R) Health Care Services ETF
Fund S000012331 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
159,191
18.2
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
27,895
18.3
State Street Total Return V.I.S. Fund
Fund S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
2,018
18.4
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
469
18.5
State Street Balanced Index Fund
Fund S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
454
19
GEODE CAPITAL MANAGEMENT, LLC
13F CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
2,116,579
20
VANGUARD SMALL-CAP INDEX FUND
Fund S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
1,798,439
21
ClearBridge Select Fund
Fund S000039065 · Registered fund · Jul 31, 2026
Legg Mason Partners Investment Trust, not summed
1,594,774
22
NOMURA HOLDINGS INC
13F CIK 1163653 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
1,525,108
23
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,471,492
24
LMR Partners LLP
13F CIK 1578621 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,360,587
25
ClearBridge Small Cap Growth Fund
Fund S000016663 · Registered fund · Jul 31, 2026
Legg Mason Partners Investment Trust, not summed
1,236,408
26
MORGAN STANLEY
13F CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
1,232,751
26.1
E*TRADE No Fee Total Market Index Fund
Fund S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
86
27
BANK OF AMERICA CORP /DE/
13F CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
1,212,766
28
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
1,140,030
29
VICTORY CAPITAL MANAGEMENT INC
13F CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,083,812
29.1
Victory Integrity Small-Cap Value Fund
Fund S000046393 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
320,630
29.2
Victory Small Cap Stock Fund
Fund S000012914 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
63,000
29.3
Victory Integrity Discovery Fund
Fund S000046401 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
44,350
29.4
Victory Extended Market Index Fund
Fund S000012941 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
9,024
30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,081,600
30.1
Schwab Fundamental U.S. Small Company ETF
Fund S000040878 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
413,746
30.2
Schwab U.S. Small-Cap ETF
Fund S000026636 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
362,812
30.3
Schwab Small-Cap Index Fund
Fund S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
194,389
30.4
Schwab Fundamental U.S. Small Company Index Fund
Fund S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
107,215
30.5
Schwab Total Stock Market Index Fund
Fund S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
46,000
31
GOLDMAN SACHS GROUP INC
13F CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
1,079,626
31.1
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund S000048296 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
43,909
31.2
Goldman Sachs Absolute Return Tracker Fund
Fund S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
4,909
32
Hein Park Capital Management LP
13F CIK 1826937 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,068,621
33
Varde Management, L.P.
13F CIK 1559130 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,003,447
34
Evans Jason Eric
Insider CIK 1670094 · Mar 16, 2026
Director, issuer-wide
920,386
35
Whitefort Capital Management, LP
13F CIK 1884931 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
901,332
36
VANGUARD EXTENDED MARKET INDEX FUND
Fund S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
883,040
37
RAYMOND JAMES FINANCIAL INC
13F CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
867,776
38
OAKTREE CAPITAL MANAGEMENT LP
13F CIK 949509 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
862,588
39
Sea Cliff Partners Management, LP
13F CIK 2011655 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
845,864
40
NORTHERN TRUST CORP
13F CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
741,577
40.1
Small Cap Index Fund
Fund S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
40,594
40.2
Small Cap Value Fund
Fund S000001246 · Registered fund · Jun 30, 2026
Northern Funds, not summed
32,524
40.3
Small Cap Core Fund
Fund S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
7,583
40.4
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
3,078
41
Man Group plc
13F CIK 1637460 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
697,552
42
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
653,470
43
Focused Growth Portfolio
Fund S000026035 · Registered fund · Jun 30, 2026
PACIFIC SELECT FUND, not summed
586,356
44
KENNEDY CAPITAL MANAGEMENT LLC
13F CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
547,967
44.1
Kennedy Capital Small Cap Growth Fund
Fund S000076117 · Registered fund · Jun 30, 2026
INVESTMENT MANAGERS SERIES TRUST II, not summed
342
45
VANGUARD FIDUCIARY TRUST CO
13F CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
508,254
46
DIMENSION CAPITAL MANAGEMENT LLC
13F CIK 1041773 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
450,606
47
Hudson Bay Capital Management LP
13F CIK 1393825 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
426,592
48
VANGUARD RUSSELL 2000 INDEX FUND
Fund S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
397,113
49
Baldock Jennifer
Insider CIK 1650314 · Mar 12, 2026
Chief Admin & Dev Officer, issuer-wide
326,474
50
Quinn Opportunity Partners LLC
13F CIK 1633275 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
323,860

39 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 288 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1638833 CUSIP 86881A100 13F (30d) 26 filings 26 filers Visit website Investor relations