Who owns Surgery Partners (SGRY)
Which tracked institutional funds hold SGRY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SGRY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SGRY is one-sided between 2026-Q1 and 2026-Q2: 78 added or opened and 21 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SGRY’s largest tracked holder by dollar value, Bain Capital Investors LLC, sizes it at 17.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 17.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SGRY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 176 tracked filers holding SGRY, 106 increased or opened the position and 87 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SGRY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- Jupiter Topco LLC$233M
- Hein Park Capital Management LP$18M
- OAKTREE CAPITAL MANAGEMENT LP$14M
- Penn Capital Management Company, LLC$3M
- Allianz Asset Management GmbH$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
Full exits 12
- JANUS HENDERSON GROUP PLC$161M
- T. Rowe Price Investment Management, Inc.$23M
- GLENVIEW CAPITAL MANAGEMENT, LLC$21M
- NORGES BANK$17M
- Irenic Capital Management LP$8M
- MILLENNIUM MANAGEMENT LLC$5M
Largest adds
- Bain Capital Investors LLC$244M
- Pentwater Capital Management LP$45M
- BlackRock, Inc.$37M
- HSBC HOLDINGS PLC$26M
- UBS Group AG$23M
- DIMENSIONAL FUND ADVISORS LP$20M
Largest trims
- KING STREET CAPITAL MANAGEMENT, L.P.$20M
- Centiva Capital, LP$2M
- STATE OF WISCONSIN INVESTMENT BOARD$1M
- BNP PARIBAS FINANCIAL MARKETS$1M
- Empowered Funds, LLC$1M
- Rock Springs Capital Management LP$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $839M | 33.0% | 2026-Q2 |
| Jupiter Topco LLC new | 13,882,155 | $233M | 9.2% | 2026-Q2 |
| Pentwater Capital Management LP trimmed | 11,630,000 | $195M | 7.7% | 2026-Q2 |
| UBS Group AG trimmed | 8,573,413 | $144M | 5.7% | 2026-Q2 |
| BlackRock, Inc. added | 6,241,503 | $105M | 4.1% | 2026-Q2 |
| KING STREET CAPITAL MANAGEMENT, L.P. trimmed | 6,058,141 | $102M | 4.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 4,943,713 | $83M | 3.3% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 3,823,179 | $64M | 2.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,737,712 | $63M | 2.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,509,535 | $59M | 2.3% | 2026-Q2 |
| Davidson Kempner Capital Management LP | 3,336,464 | $56M | 2.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 2,958,912 | $49M | 1.9% | 2026-Q2 |
| FMR LLC added | 2,149,009 | $36M | 1.4% | 2026-Q2 |
| STATE STREET CORP added | 2,140,905 | $36M | 1.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,116,579 | $36M | 1.4% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 1,525,108 | $26M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,471,492 | $25M | 1.0% | 2026-Q2 |
| LMR Partners LLP added | 1,360,587 | $23M | 0.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,232,751 | $21M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,212,766 | $20M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,083,812 | $18M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,081,600 | $18M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,079,626 | $18M | 0.7% | 2026-Q2 |
| Hein Park Capital Management LP trimmed | 1,068,621 | $18M | 0.7% | 2026-Q2 |
| Varde Management, L.P. added | 1,003,447 | $17M | 0.7% | 2026-Q2 |
| Whitefort Capital Management, LP trimmed | 901,332 | $15M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 867,776 | $15M | 0.6% | 2026-Q2 |
| OAKTREE CAPITAL MANAGEMENT LP new | 862,588 | $14M | 0.6% | 2026-Q2 |
| Sea Cliff Partners Management, LP trimmed | 845,864 | $14M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 741,577 | $12M | 0.5% | 2026-Q2 |
| Man Group plc trimmed | 697,552 | $12M | 0.5% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 653,470 | $11M | 0.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 547,967 | $9M | 0.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 508,254 | $9M | 0.3% | 2026-Q2 |
| DIMENSION CAPITAL MANAGEMENT LLC trimmed | 450,606 | $8M | 0.3% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 426,592 | $7M | 0.3% | 2026-Q2 |
| Quinn Opportunity Partners LLC trimmed | 323,860 | $5M | 0.2% | 2026-Q2 |
| Pier Capital, LLC added | 322,265 | $5M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 320,288 | $5M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 320,206 | $5M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 291,280 | $5M | 0.2% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 218,805 | $4M | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 203,358 | $3M | 0.1% | 2026-Q2 |
| CastleKnight Management LP | 200,700 | $3M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 191,487 | $3M | 0.1% | 2026-Q2 |
| Penn Capital Management Company, LLC new | 175,083 | $3M | 0.1% | 2026-Q2 |
| SIRIOS CAPITAL MANAGEMENT L P trimmed | 172,976 | $3M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 166,411 | $3M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 158,094 | $3M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 155,800 | $3M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 153,926 | $3M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 150,939 | $3M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 141,088 | $2M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 140,000 | $2M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 136,328 | $2M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 130,100 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 126,064 | $2M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 110,698 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 109,264 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 104,565 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 102,250 | $2M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 95,362 | $2M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 91,197 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 90,290 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 88,977 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 87,900 | $1M | 0.0% | 2026-Q2 |
| Rock Springs Capital Management LP trimmed | 84,000 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 78,790 | $1M | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC | 76,529 | $1M | 0.1% | 2026-Q2 |
| Tranquility Partners, LLC added | 74,923 | $1M | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 72,569 | $1M | 0.0% | 2026-Q2 |
| Corient Private Wealth LP added | 72,056 | $1M | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 71,702 | $1M | 0.0% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP new | 65,430 | $1M | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 64,377 | $1M | 0.0% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 64,181 | $1M | 0.0% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 55,247 | $928K | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 50,485 | $848K | 0.0% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP | 50,000 | $840K | 0.0% | 2026-Q2 |
| XTX Topco Ltd added | 49,949 | $839K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 46,704 | $785K | 0.0% | 2026-Q2 |
| Marble Bar Asset Management LLP added | 46,589 | $783K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 46,155 | $775K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 45,690 | $768K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 41,244 | $693K | 0.0% | 2026-Q2 |
| Inspire Investing, LLC trimmed | 40,669 | $683K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 39,477 | $663K | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 39,304 | $660K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 36,808 | $618K | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO added | 32,864 | $552K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 29,570 | $497K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 29,538 | $496K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 27,960 | $470K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,148 | $439K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 24,650 | $390K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 24,347 | $409K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 22,858 | $384K | 0.0% | 2026-Q2 |
| Counterpoint Mutual Funds LLC new | 22,172 | $372K | 0.0% | 2026-Q2 |
| ARIZONA STATE RETIREMENT SYSTEM added | 21,426 | $360K | 0.0% | 2026-Q2 |
| Creative Planning added | 21,287 | $358K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.