Surgery Partners Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | 08/14/2026 | 49.95 M | $839.11 M | 0.00% | 38.77% |
| JUPITER TOPCO LLC | 08/14/2026 | 13.88 M | $233.22 M | 100.00% | 10.78% |
| PENTWATER CAPITAL MANAGEMENT LP | 08/14/2026 | 11.63 M | $195.38 M | -8.10% | 9.03% |
| UBS GROUP AG | 08/13/2026 | 8.57 M | $144.03 M | -15.88% | 6.66% |
| BLACKROCK, INC. | 08/07/2026 | 6.24 M | $104.86 M | 10.26% | 4.84% |
| KING STREET CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 6.06 M | $101.78 M | -40.78% | 4.70% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 5.92 M | $99.39 M | 203.44% | 4.59% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 4.94 M | $83.05 M | -6.66% | 3.84% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 3.82 M | $64.23 M | -7.16% | 2.97% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 3.74 M | $62.79 M | 3.01% | 2.90% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.51 M | $58.96 M | 2.30% | 2.72% |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 08/14/2026 | 3.34 M | $56.05 M | 0.00% | 2.59% |
| HSBC HOLDINGS PLC | 08/14/2026 | 2.96 M | $48.91 M | 54.46% | 2.30% |
| FMR LLC | 08/13/2026 | 2.15 M | $36.10 M | -1.94% | 1.67% |
| STATE STREET CORP | 08/07/2026 | 2.14 M | $35.97 M | 9.58% | 1.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.12 M | $35.56 M | 5.70% | 1.64% |
| NOMURA HOLDINGS INC | 08/14/2026 | 1.53 M | $25.62 M | 110.87% | 1.18% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 1.47 M | $24.72 M | -7.42% | 1.14% |
| LMR PARTNERS LLP | 08/14/2026 | 1.36 M | $22.86 M | 23.69% | 1.06% |
| MORGAN STANLEY | 08/13/2026 | 1.23 M | $20.71 M | 21.79% | 0.96% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.21 M | $20.37 M | -2.19% | 0.94% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 1.08 M | $18.21 M | 42.54% | 0.84% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.08 M | $18.17 M | -2.32% | 0.84% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.08 M | $18.17 M | 100.00% | 0.84% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.08 M | $18.14 M | -15.69% | 0.84% |
| HEIN PARK CAPITAL MANAGEMENT LP | 08/14/2026 | 1.07 M | $17.95 M | 100.00% | 0.83% |
| VARDE MANAGEMENT, L.P. | 08/14/2026 | 1.00 M | $16.86 M | 32.83% | 0.78% |
| WHITEFORT CAPITAL MANAGEMENT, LP | 08/14/2026 | 901.33 K | $15.14 M | -1.08% | 0.70% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 867.78 K | $14.58 M | 8.77% | 0.67% |
| OAKTREE CAPITAL MANAGEMENT LP | 08/14/2026 | 862.59 K | $14.49 M | 100.00% | 0.67% |
| SEA CLIFF PARTNERS MANAGEMENT, LP | 08/14/2026 | 845.86 K | $14.21 M | -18.65% | 0.66% |
| NORTHERN TRUST CORP | 08/13/2026 | 741.58 K | $12.46 M | 9.27% | 0.58% |
| MAN GROUP PLC | 08/14/2026 | 697.55 K | $11.72 M | -26.30% | 0.54% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 653.47 K | $10.98 M | 2.42% | 0.51% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 547.97 K | $9.21 M | 249.87% | 0.43% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 508.25 K | $8.54 M | 3.82% | 0.39% |
| DIMENSION CAPITAL MANAGEMENT LLC | 08/14/2026 | 450.61 K | $7.57 M | -15.08% | 0.35% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 08/14/2026 | 426.59 K | $7.17 M | -29.81% | 0.33% |
| QUINN OPPORTUNITY PARTNERS LLC | 08/14/2026 | 323.86 K | $5.44 M | -21.75% | 0.25% |
| PIER CAPITAL, LLC | 08/05/2026 | 322.27 K | $5.41 M | 0.01% | 0.25% |
| JPMORGAN CHASE & CO | 08/12/2026 | 320.29 K | $5.37 M | -4.79% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 320.21 K | $5.38 M | 6.37% | 0.25% |
| CITADEL ADVISORS LLC | 09/02/2026 | 291.28 K | $4.89 M | -27.46% | 0.23% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 218.81 K | $3.68 M | 688.69% | 0.17% |
| INVESCO LTD. | 08/14/2026 | 203.36 K | $3.42 M | -2.66% | 0.16% |
| CASTLEKNIGHT MANAGEMENT LP | 08/14/2026 | 200.70 K | $3.37 M | 0.00% | 0.16% |
| LMR PARTNERS LLP | 08/14/2026 | 200.00 K | $3.36 M | -28.57% | 0.16% |
| NUVEEN, LLC | 08/11/2026 | 191.49 K | $3.22 M | 14.80% | 0.15% |
| CITADEL ADVISORS LLC | 09/02/2026 | 184.40 K | $3.10 M | -80.84% | 0.14% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 07/30/2026 | 175.08 K | $2.94 M | 100.00% | 0.14% |
Surgery Partners Inc institutional Ownership - FAQ's
During the previous two years, 279 institutional investors and hedge funds held shares of Surgery Partners Inc. The most heavily invested institutionals were:
BAIN CAPITAL INVESTORS LLC: 49.95 M
Jupiter Topco LLC: 13.88 M
Pentwater Capital Management LP: 11.63 M
UBS Group AG: 8.57 M
BlackRock, Inc.: 6.24 M
KING STREET CAPITAL MANAGEMENT, L.P.: 6.06 M
123.34% of Surgery Partners Inc stock is owned by institutional investors.
Institutional investors have bought a total of 192.32 M shares in the last 24 months. This purchase volume represents approximately $2.56 B in transactions.