| 1.19% |
| 4 | UBS Group AG | 8.6M | $144.0M | -15.9% | 6.555% | 0.02% |
| 5 | BlackRock, Inc. | 6.2M | $104.9M | +10.3% | 4.772% | 0.00% |
| 6 | KING STREET CAPITAL MANAGEMENT, L.P. | 6.1M | $101.8M | -40.8% | 4.632% | 53.66% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 4.9M | $83.1M | -6.7% | 3.780% | 0.02% |
| 8 | Clearbridge Investments, LLC | 3.8M | $64.2M | -7.2% | 2.923% | 0.05% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $62.8M | +3.0% | 2.858% | 0.00% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 3.5M | $59.0M | +2.3% | 2.683% | 0.00% |
| 11 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3.3M | $56.1M | 0.0% | 2.551% | 0.67% |
| 12 | HSBC HOLDINGS PLC | 3.0M | $48.9M | +54.5% | 2.262% | 0.02% |
| 13 | FMR LLC | 2.1M | $36.1M | -1.9% | 1.643% | 0.00% |
| 14 | STATE STREET CORP | 2.1M | $36.0M | +9.6% | 1.637% | 0.00% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $35.6M | +5.7% | 1.618% | 0.00% |
| 16 | LMR Partners LLP | 1.6M | $26.2M | +13.1% | 1.193% | 0.10% |
| 17 | NOMURA HOLDINGS INC | 1.5M | $25.6M | +110.9% | 1.166% | 0.03% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.5M | $24.7M | -7.4% | 1.125% | 0.00% |
| 19 | MORGAN STANLEY | 1.2M | $20.7M | +21.8% | 0.943% | 0.00% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.2M | $20.4M | -2.2% | 0.927% | 0.00% |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 1.1M | $18.2M | +42.5% | 0.829% | 0.01% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $18.2M | -2.3% | 0.827% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 1.1M | $18.1M | -15.7% | 0.826% | 0.00% |
| 24 | Hein Park Capital Management LP | 1.1M | $18.0M | — | 0.817% | 35.74% |
| 25 | Varde Management, L.P. | 1.0M | $16.9M | +32.8% | 0.767% | 24.64% |
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.
| 109.08% |
| 2.17 pp |
| $3.31B |
| +11% |
| Q4 2024 | 182 | 0.5% | 111.25% | +3.01 pp | $2.98B | 33% |
| Q3 2024 | 183 | — | 108.24% | — | $4.41B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
36 institutions opened new positions in SGRY during Q2 2026, while 28 fully exited. 124 added to existing positions and 28 trimmed.
SGRY institutional ownership fell by 2.81 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 73.8% of all reported 13F value in SGRY, and the top 25 account for 90.2%.
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