Surgery Partners Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | 05/15/2026 | 49.95 M | $595.37 M | 0.00% | 38.91% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 13.54 M | $161.40 M | 0.02% | 10.55% |
| PENTWATER CAPITAL MANAGEMENT LP | 05/15/2026 | 12.66 M | $150.85 M | 26.55% | 9.86% |
| KING STREET CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 10.23 M | $121.94 M | 0.00% | 7.97% |
| UBS GROUP AG | 05/05/2026 | 10.19 M | $121.49 M | 30.60% | 7.94% |
| BLACKROCK, INC. | 05/13/2026 | 5.66 M | $67.48 M | -0.53% | 4.41% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 5.30 M | $63.13 M | 7.95% | 4.13% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 4.12 M | $49.09 M | -2.61% | 3.21% |
| 05/08/2026 | 3.63 M | $43.25 M | 100.00% | 2.83% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 3.43 M | $40.90 M | 100.00% | 2.67% |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 05/15/2026 | 3.34 M | $39.77 M | 40.69% | 2.60% |
| FMR LLC | 05/15/2026 | 2.19 M | $26.12 M | -66.67% | 1.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.00 M | $23.87 M | 3.03% | 1.56% |
| STATE STREET CORP | 05/15/2026 | 1.95 M | $23.29 M | 4.32% | 1.52% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 1.95 M | $23.24 M | 311.05% | 1.52% |
| HSBC HOLDINGS PLC | 04/30/2026 | 1.92 M | $22.57 M | -0.82% | 1.49% |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.80 M | $21.46 M | -53.34% | 1.40% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 1.59 M | $18.95 M | 44.42% | 1.24% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.28 M | $15.26 M | -34.66% | 1.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.24 M | $14.78 M | 97.93% | 0.97% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.11 M | $13.20 M | 11.77% | 0.86% |
| LMR PARTNERS LLP | 05/15/2026 | 1.10 M | $13.11 M | 205.29% | 0.86% |
| SEA CLIFF PARTNERS MANAGEMENT, LP | 05/15/2026 | 1.04 M | $12.39 M | 54.42% | 0.81% |
| MORGAN STANLEY | 05/15/2026 | 1.01 M | $12.07 M | -11.28% | 0.79% |
| CITADEL ADVISORS LLC | 05/15/2026 | 962.20 K | $11.47 M | 100.00% | 0.75% |
| MAN GROUP PLC | 05/15/2026 | 946.52 K | $11.28 M | 187.88% | 0.74% |
| WHITEFORT CAPITAL MANAGEMENT, LP | 05/15/2026 | 911.14 K | $10.86 M | 51.86% | 0.71% |
| CITADEL ADVISORS LLC | 05/15/2026 | 887.20 K | $10.58 M | 689.32% | 0.69% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 797.79 K | $9.51 M | 13.79% | 0.62% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 760.34 K | $9.06 M | -0.96% | 0.59% |
| VARDE MANAGEMENT, L.P. | 05/15/2026 | 755.44 K | $9.00 M | 100.00% | 0.59% |
| NOMURA HOLDINGS INC | 05/15/2026 | 723.24 K | $8.62 M | -57.96% | 0.56% |
| IRENIC CAPITAL MANAGEMENT LP | 05/18/2026 | 711.00 K | $8.48 M | 740.23% | 0.55% |
| NORTHERN TRUST CORP | 05/14/2026 | 678.65 K | $8.09 M | 4.34% | 0.53% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 638.05 K | $7.61 M | 0.21% | 0.50% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 607.76 K | $7.24 M | 0.38% | 0.47% |
| DIMENSION CAPITAL MANAGEMENT LLC | 05/15/2026 | 530.61 K | $6.32 M | 36.01% | 0.41% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 489.58 K | $5.84 M | 100.00% | 0.38% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 423.84 K | $5.05 M | 3,132.46% | 0.33% |
| QUINN OPPORTUNITY PARTNERS LLC | 05/15/2026 | 413.86 K | $4.93 M | 0.00% | 0.32% |
| CITADEL ADVISORS LLC | 05/15/2026 | 401.55 K | $4.79 M | -31.92% | 0.31% |
| JPMORGAN CHASE & CO | 05/13/2026 | 336.38 K | $3.90 M | 131.32% | 0.26% |
| PIER CAPITAL, LLC | 05/14/2026 | 322.25 K | $3.84 M | -0.80% | 0.25% |
| CLEARLINE CAPITAL LP | 05/15/2026 | 314.14 K | $3.74 M | 57.17% | 0.24% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 301.02 K | $3.59 M | -2.44% | 0.23% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 281.35 K | $3.35 M | 141.80% | 0.22% |
| LMR PARTNERS LLP | 05/15/2026 | 280.00 K | $3.34 M | -5.15% | 0.22% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 270.15 K | $3.22 M | 100.00% | 0.21% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 258.14 K | $3.08 M | -54.47% | 0.20% |
| CENTIVA CAPITAL, LP | 05/14/2026 | 254.40 K | $3.03 M | -11.79% | 0.20% |
Surgery Partners Inc institutional Ownership - FAQ's
During the previous two years, 273 institutional investors and hedge funds held shares of Surgery Partners Inc. The most heavily invested institutionals were:
Pier Capital, LLC: 322,265
Bank of New York Mellon Corp: 320,206
Penn Capital Management Company, LLC: 175,083
TD Waterhouse Canada Inc.: 166,411
TD ASSET MANAGEMENT INC: 158,094
PRINCIPAL FINANCIAL GROUP INC: 150,939
123.99% of Surgery Partners Inc stock is owned by institutional investors.
Institutional investors have bought a total of 173.11 M shares in the last 24 months. This purchase volume represents approximately $2.30 B in transactions.