Who Owns SGRY?

Surgery Partners, Inc. — Institutional Ownership & 13F Holdings

$14.73

+0.41 (+2.86%)

Market Cap

$1.9B

Shares Outstanding

129,419,836

Institutional Holders

204

Total Inst. Value

$3.0B

% of Float Held

180.3%

QoQ Holder Change

+52

Institutional data as of Q1 2025

New Positions

68

Closed Positions

40

Increased

54

Decreased

59

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BAIN CAPITAL INVESTORS LLC$1.2B49,946,972
2FMR LLC$240.0M10,106,175
3VANGUARD GROUP INC$170.2M7,166,713
4WELLINGTON MANAGEMENT GROUP LLP$168.4M7,091,756
5BlackRock, Inc.$146.6M6,173,007
6KING STREET CAPITAL MANAGEMENT, L.P.$118.8M5,000,000
7Clearbridge Investments, LLC$97.2M4,094,558
8DIMENSIONAL FUND ADVISORS LP$86.4M3,639,656
9Pentwater Capital Management LP$65.1M2,742,000
10TIG Advisors, LLCNew$46.9M1,974,838

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
FMR LLC-6.2M$240.0M
BlackRock, Inc.-1.6M$146.6M
Point72 Asset Management, L.P.-1.6M$4.3M
Invesco Ltd.-594K$37.2M
GOLDMAN SACHS GROUP INC-569K$16.6M

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Frequently Asked Questions

How many institutional investors hold SGRY?

As of Q1 2025, 204 institutional investors report holding SGRY (Surgery Partners, Inc.) in their 13F filings.

What percentage of Surgery Partners, Inc. is owned by institutions?

Institutional investors hold approximately 180.3% of Surgery Partners, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most SGRY?

The largest institutional holder of SGRY is BAIN CAPITAL INVESTORS LLC with $1.2B in shares.

Are institutions buying or selling SGRY?

This quarter, 68 institutions opened new positions in SGRY and 40 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.