Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SGRY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BAIN CAPITAL INVESTORS LLC | 49.9M | $595.4M | 0.0% | 38.189% | 18.22% |
| 2 | JANUS HENDERSON GROUP PLC | 13.5M | $161.4M | +0.0% | 10.353% | 0.08% |
| 3 | Pentwater Capital Management LP | 12.7M | $150.8M | +26.6% | 9.676% | 0.78% |
| 4 | KING STREET CAPITAL MANAGEMENT, L.P. | 10.2M | $121.9M | 0.0% | 7.822% | 37.17% |
| 5 | UBS Group AG | 10.2M | $121.5M | +30.6% | 7.793% | 0.02% |
| 6 | BlackRock, Inc. | 5.7M | $67.5M | -0.5% | 4.328% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 5.3M | $63.1M | +8.0% | 4.050% | 0.01% |
| 8 | Clearbridge Investments, LLC | 4.1M | $49.1M | -2.6% | 3.149% | 0.04% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | $43.3M | — | 2.774% | 0.00% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $40.9M | — | 2.623% | 0.00% |
| 11 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3.3M | $39.8M | +40.7% | 2.551% | 0.85% |
| 12 | FMR LLC | 2.2M | $26.1M | -66.7% | 1.676% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $23.9M | +3.0% | 1.531% | 0.00% |
| 14 | STATE STREET CORP | 2.0M | $23.3M | +4.3% | 1.494% | 0.00% |
| 15 | HSBC HOLDINGS PLC | 1.9M | $22.6M | — | 1.465% | 0.01% |
| 16 | GLENVIEW CAPITAL MANAGEMENT, LLC | 1.8M | $21.5M | -53.3% | 1.376% | 0.58% |
| 17 | UBS ASSET MANAGEMENT AMERICAS INC | 1.6M | $18.9M | +44.4% | 1.215% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 1.3M | $15.3M | -34.7% | 0.979% | 0.00% |
| 19 | BANK OF AMERICA CORP /DE/ | 1.2M | $14.8M | +97.9% | 0.948% | 0.00% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $13.2M | +11.8% | 0.847% | 0.00% |
| 21 | Sea Cliff Partners Management, LP | 1.0M | $12.4M | +54.4% | 0.795% | 6.40% |
| 22 | MORGAN STANLEY | 1.0M | $12.1M | -11.3% | 0.774% | 0.00% |
| 23 | Man Group plc | 947K | $11.3M | +187.9% | 0.724% | 0.02% |
| 24 | Whitefort Capital Management, LP | 911K | $10.9M | +51.9% | 0.697% | 3.31% |
| 25 | RAYMOND JAMES FINANCIAL INC | 798K | $9.5M | +13.8% | 0.610% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SGRY — a direct measure of their conviction.
Filings activity in SGRY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 179 | +1.1% | 92.67% | 25.98 pp | $1.86B | 22% |
| Q4 2025 | 177 | 8.3% | 118.65% | 48.71 pp | $2.38B | 29% |
| Q3 2025 | 193 | 0.5% | 167.36% | +5.17 pp | $3.35B | +3.2% |
| Q2 2025 | 194 | 2.5% | 162.19% | 2.95 pp | $3.25B | 1.8% |
| Q1 2025 | 199 | +9.3% | 165.14% | +16.55 pp | $3.31B | +11% |
| Q4 2024 | 182 | 0.5% | 148.59% | 51.40 pp | $2.98B | 33% |
| Q3 2024 | 183 | +4.0% | 199.99% | +33.16 pp | $4.41B | +32% |
| Q2 2024 | 176 | — | 166.83% | — | $3.34B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SGRY stock.
Based on Q1 2026 13F filings, institutional ownership of Surgery Partners, Inc. stands at 92.7%, held across 179 reporting institutions.
BAIN CAPITAL INVESTORS LLC is the largest reported institutional holder of SGRY, with approximately 49,946,972 shares worth $0.60B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SGRY.
Our composite Smart Money Score for SGRY is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
36 institutions opened new positions in SGRY during Q1 2026, while 34 fully exited. 37 added to existing positions and 105 trimmed.
SGRY institutional ownership fell by 25.98 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 76.2% of all reported 13F value in SGRY, and the top 25 account for 91.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Surgery Partners, Inc. (SGRY) Institutional Ownership