Surgery Partners Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | 02/17/2026 | 49.95 M | $771.68 M | 0.00% | 39.35% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 13.54 M | $209.16 M | 3.85% | 10.67% |
| KING STREET CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 10.23 M | $158.05 M | 9.53% | 8.06% |
| PENTWATER CAPITAL MANAGEMENT LP | 02/17/2026 | 10.00 M | $154.50 M | -14.39% | 7.88% |
| UBS GROUP AG | 01/29/2026 | 7.80 M | $120.57 M | 111.44% | 6.15% |
| VANGUARD GROUP INC | 01/29/2026 | 7.57 M | $116.89 M | -0.64% | 5.96% |
| FMR LLC | 02/17/2026 | 6.58 M | $101.58 M | -37.30% | 5.18% |
| BLACKROCK, INC. | 02/12/2026 | 5.69 M | $87.93 M | 0.58% | 4.48% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 4.91 M | $75.81 M | 0.95% | 3.87% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 4.23 M | $65.33 M | -0.33% | 3.33% |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 02/17/2026 | 3.86 M | $59.61 M | 51.49% | 3.04% |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 02/17/2026 | 2.37 M | $36.64 M | 100.00% | 1.87% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.96 M | $30.28 M | 528.16% | 1.54% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.94 M | $30.03 M | 0.59% | 1.53% |
| HSBC HOLDINGS PLC | 03/20/2026 | 1.93 M | $30.15 M | 104.22% | 1.52% |
| STATE STREET CORP | 02/13/2026 | 1.87 M | $28.94 M | 0.99% | 1.48% |
| NOMURA HOLDINGS INC | 02/17/2026 | 1.72 M | $26.58 M | 665.86% | 1.36% |
| MORGAN STANLEY | 02/13/2026 | 1.14 M | $17.63 M | 14.40% | 0.90% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 1.10 M | $17.00 M | 5.31% | 0.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 990.65 K | $15.31 M | 6.45% | 0.78% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 767.73 K | $11.86 M | -3.37% | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 701.09 K | $10.83 M | -15.90% | 0.55% |
| SEA CLIFF PARTNERS MANAGEMENT, LP | 02/17/2026 | 673.35 K | $10.40 M | 100.00% | 0.53% |
| NORTHERN TRUST CORP | 02/17/2026 | 650.43 K | $10.05 M | -9.01% | 0.51% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 636.73 K | $9.84 M | 0.09% | 0.50% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 626.48 K | $9.68 M | -33.62% | 0.49% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 02/13/2026 | 605.46 K | $9.35 M | 78.28% | 0.48% |
| WHITEFORT CAPITAL MANAGEMENT, LP | 02/17/2026 | 600.00 K | $9.27 M | 61.73% | 0.47% |
| CITADEL ADVISORS LLC | 02/17/2026 | 589.82 K | $9.11 M | 1,606.66% | 0.46% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 566.98 K | $8.76 M | 3,229.08% | 0.45% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 474.32 K | $7.33 M | -4.97% | 0.37% |
| QUINN OPPORTUNITY PARTNERS LLC | 02/13/2026 | 413.86 K | $6.39 M | 2.73% | 0.33% |
| DIMENSION CAPITAL MANAGEMENT LLC | 02/17/2026 | 390.12 K | $6.03 M | 19.69% | 0.31% |
| WALLEYE CAPITAL LLC | 02/13/2026 | 372.00 K | $5.75 M | -19.72% | 0.29% |
| TIG ADVISORS, LLC | 02/17/2026 | 364.37 K | $5.63 M | 100.00% | 0.29% |
| LMR PARTNERS LLP | 02/17/2026 | 360.32 K | $5.57 M | 100.00% | 0.28% |
| MAN GROUP PLC | 02/17/2026 | 328.79 K | $5.08 M | 100.00% | 0.26% |
| PIER CAPITAL, LLC | 02/03/2026 | 324.83 K | $5.02 M | -1.18% | 0.26% |
| ROCK SPRINGS CAPITAL MANAGEMENT LP | 02/17/2026 | 310.00 K | $4.79 M | 100.00% | 0.24% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 308.56 K | $4.77 M | -0.77% | 0.24% |
| LMR PARTNERS LLP | 02/17/2026 | 295.20 K | $4.56 M | 100.00% | 0.23% |
| CENTIVA CAPITAL, LP | 02/13/2026 | 288.40 K | $4.46 M | 100.00% | 0.23% |
| JANE STREET GROUP, LLC | 02/12/2026 | 287.38 K | $4.44 M | -43.41% | 0.23% |
| VERITION FUND MANAGEMENT LLC | 02/13/2026 | 281.20 K | $4.34 M | 66.84% | 0.22% |
| BARCLAYS PLC | 02/13/2026 | 246.97 K | $3.82 M | -27.79% | 0.19% |
| AYAL CAPITAL ADVISORS LTD | 02/17/2026 | 225.00 K | $3.48 M | 80.00% | 0.18% |
| NORGES BANK | 02/10/2026 | 223.74 K | $3.46 M | 100.00% | 0.18% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 215.71 K | $3.33 M | 0.21% | 0.17% |
| WALLEYE TRADING LLC | 02/13/2026 | 212.80 K | $3.29 M | 100.00% | 0.17% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 200.90 K | $3.10 M | 100.00% | 0.16% |
Surgery Partners Inc institutional Ownership - FAQ's
During the previous two years, 278 institutional investors and hedge funds held shares of Surgery Partners Inc. The most heavily invested institutionals were:
UBS Group AG: 10.19 M
HSBC HOLDINGS PLC: 1.92 M
Bank of New York Mellon Corp: 301,021
SG Americas Securities, LLC: 258,141
Nuveen, LLC: 166,797
PRINCIPAL FINANCIAL GROUP INC: 140,574
123.56% of Surgery Partners Inc stock is owned by institutional investors.
Institutional investors have bought a total of 171.31 M shares in the last 24 months. This purchase volume represents approximately $2.28 B in transactions.