Surgery Partners, Inc. (SGRY) Ownership
SGRY ownership summary
as of October 18, 2026- Institutions
- 126.6% of shares outstanding
- Insiders
- 1.80% of shares outstanding
- Shares outstanding
- 130.9M
- Float
- 58.8M shares available to trade
- Short interest
- 21.72% 14.3M shares short
- Days to cover
- 5.68 short interest up 8.0% vs prior month
- Institutions 126.64%
- Insiders 1.80%
SGRY top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Bain Capital Investors LLC | 38.15% | 49.9M | $729.7M | — | June 30, 2026 |
| 2 | Jupiter Topco LLC | 10.60% | 13.9M | $202.8M | +13.9M (0.0%) | June 30, 2026 |
| 3 | HHG PLC | 10.34% | 13.5M | $197.8M | +2,401 (+0.0%) | March 31, 2026 |
| 4 | Pentwater Capital Management LP | 8.88% | 11.6M | $169.9M | −1.0M (−8.1%) | June 30, 2026 |
| 5 | UBS Group AG | 6.55% | 8.6M | $125.3M | −1.6M (−15.9%) | June 30, 2026 |
| 6 | BlackRock Inc | 4.77% | 6.2M | $91.2M | +580,715 (+10.3%) | June 30, 2026 |
| 7 | King Street Capital Management LP | 4.63% | 6.1M | $88.5M | −4.2M (−40.8%) | June 30, 2026 |
| 8 | T. Rowe Price Investment Management,Inc. | 4.52% | 5.9M | $86.4M | +4.0M (+203.4%) | June 30, 2026 |
| 9 | Dimensional Fund Advisors, Inc. | 3.78% | 4.9M | $72.2M | −352,698 (−6.7%) | June 30, 2026 |
| 10 | ClearBridge Advisors, LLC | 2.92% | 3.8M | $55.9M | −294,877 (−7.2%) | June 30, 2026 |
| 11 | Vanguard Portfolio Management, LLC | 2.85% | 3.7M | $54.6M | +109,281 (+3.0%) | June 30, 2026 |
| 12 | Vanguard Capital Management, LLC | 2.68% | 3.5M | $51.3M | +78,740 (+2.3%) | June 30, 2026 |
| 13 | Davidson Kempner Capital Management LP | 2.55% | 3.3M | $48.7M | — | June 30, 2026 |
| 14 | HSBC Holdings PLC | 2.26% | 3.0M | $43.2M | +1.0M (+54.5%) | June 30, 2026 |
| 15 | FMR Inc | 1.64% | 2.1M | $31.4M | −42,456 (−1.9%) | June 30, 2026 |
| 16 | State Street Corp | 1.64% | 2.1M | $31.3M | +187,127 (+9.6%) | June 30, 2026 |
| 17 | Geode Capital Management, LLC | 1.62% | 2.1M | $30.9M | +114,205 (+5.7%) | June 30, 2026 |
| 18 | Nomura Holdings Inc | 1.16% | 1.5M | $22.3M | +801,868 (+110.9%) | June 30, 2026 |
| 19 | UBS Asset Mgmt Americas Inc | 1.12% | 1.5M | $21.5M | −117,876 (−7.4%) | June 30, 2026 |
| 20 | LMR Partners LLP | 1.04% | 1.4M | $19.9M | +260,587 (+23.7%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 21.0M shares and 7 cut 7.6M.
SGRY top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Janus Henderson Contrarian D | 8.26% | 10.8M | $158.0M | — | August 31, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 1.90% | 2.5M | $36.2M | — | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 1.58% | 2.1M | $30.1M | −23,808 (−1.1%) | September 30, 2026 |
| 4 | Vanguard Small Cap Index | 1.38% | 1.8M | $26.3M | −5,599 (−0.3%) | August 31, 2026 |
| 5 | DFA US Small Cap Value I | 1.19% | 1.6M | $22.7M | +147,215 (+10.5%) | August 31, 2026 |
| 6 | ClearBridge Small Cap Growth A | 0.94% | 1.2M | $18.1M | — | August 31, 2026 |
| 7 | Vanguard MStar Small Cap Value Index | 0.88% | 1.1M | $16.8M | +795 (+0.1%) | August 31, 2026 |
| 8 | ClearBridge Select I | 0.78% | 1.0M | $15.0M | −567,558 (−35.6%) | August 31, 2026 |
| 9 | Fidelity Small Cap Index | 0.67% | 874K | $12.8M | +7,779 (+0.9%) | July 31, 2026 |
| 10 | iShares Russell 2000 Value ETF | 0.57% | 747K | $10.9M | +1,134 (+0.2%) | September 30, 2026 |
| 11 | Dimensional US Small Cap Value ETF | 0.56% | 727K | $10.6M | — | September 24, 2026 |
| 12 | Dimensional US Targeted Value ETF | 0.52% | 680K | $9.9M | — | September 30, 2026 |
| 13 | DFA US Small Cap I | 0.40% | 521K | $7.6M | — | August 31, 2026 |
| 14 | Schwab Fundamental U.S. Small CompanyETF | 0.38% | 500K | $7.3M | +707 (+0.1%) | September 30, 2026 |
| 15 | DFA US Targeted Value I | 0.37% | 491K | $7.2M | +92,886 (+23.4%) | August 31, 2026 |
| 16 | Vanguard Russell 2000 ETF | 0.35% | 459K | $6.7M | +10,471 (+2.3%) | August 31, 2026 |
| 17 | Strategic Advisers Fidelity US TtlStk | 0.32% | 424K | $6.2M | — | August 31, 2026 |
| 18 | Schwab US Small-Cap ETF™ | 0.32% | 414K | $6.0M | +279 (+0.1%) | September 30, 2026 |
| 19 | Fidelity Select Health Care Svcs Port | 0.31% | 410K | $6.0M | −629,000 (−60.5%) | August 31, 2026 |
| 20 | Fidelity Extended Market Index | 0.30% | 389K | $5.7M | +54,001 (+16.1%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
SGRY insider transactions
latest 14| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-16 | David T Doherty | Sell | $12.50 | 8,867 | $110,838 |
| 2026-03-16 | Jason Eric Evans | Sell | $12.47 | 20,400 | $254,388 |
| 2026-03-13 | Danielle Burkhalter | Sell | $12.83 | 3,469 | $44,507 |
| 2026-03-13 | Marissa Brittenham | Sell | $12.54 | 3,657 | $45,859 |
| 2026-03-12 | Jennifer Baldock | Sell | $13.17 | 5,798 | $76,360 |
| 2026-03-06 | Danielle Burkhalter | Sell | $13.60 | 7,736 | $105,210 |
| 2026-03-06 | David T Doherty | Sell | $13.84 | 14,574 | $201,704 |
| 2026-03-06 | Jason Eric Evans | Sell | $13.79 | 11,462 | $158,061 |
| 2026-03-06 | Jennifer Baldock | Sell | $13.70 | 10,082 | $138,123 |
| 2026-03-06 | Marissa Brittenham | Sell | $13.70 | 8,785 | $120,354 |
| 2026-03-06 | William Trenton Webb | Sell | $13.93 | 272 | $3,789 |
| 2026-03-05 | William Trenton Webb | Sell | $13.86 | 1,794 | $24,865 |
| 2025-09-04 | Harrison R Bane | Sell | $22.48 | 9,339 | $209,941 |
| 2025-08-11 | Teresa Deluca | Sell | $22.74 | 20,018 | $455,209 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
SGRY shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns SGRY
Institutional investors own 126.6% of Surgery Partners's shares and insiders 1.80%. The largest holder is Bain Capital Investors LLC with 38.15% of the shares (49.9M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 7 reduced their stake in the latest filings. Short interest is 21.72% of the float, or 5.68 days of average trading volume. The share count rose 164.2% since 2014.
Related: SGRY analyst forecast, SGRY key metrics. See the SGRY stock overview for the latest quote and news.
SGRY ownership FAQ
Who owns the most Surgery Partners stock?
The largest shareholders of Surgery Partners are Bain Capital Investors LLC (38.15%), Jupiter Topco LLC (10.60%), HHG PLC (10.34%), Pentwater Capital Management LP (8.88%), UBS Group AG (6.55%).
What percentage of Surgery Partners is owned by institutions?
Institutions hold 126.6% of Surgery Partners's shares outstanding; insiders hold 1.80%.
Which funds own Surgery Partners?
The largest fund holders of Surgery Partners are Janus Henderson Contrarian D (8.26%), Vanguard MStar Total Stk Mkt Idx Invest (1.90%), iShares Russell 2000 ETF (1.58%), Vanguard Small Cap Index (1.38%), DFA US Small Cap Value I (1.19%).
What is Surgery Partners's short interest?
14.3M shares of Surgery Partners were sold short, 21.72% of the float; at the average daily volume it would take 5.68 days to cover.
Are insiders buying or selling Surgery Partners?
Of the latest 14 reported insider transactions in Surgery Partners (since August 11, 2025), 0 were purchases and 14 were sales.
How many shares of Surgery Partners are outstanding?
Surgery Partners has 130.9M shares outstanding, of which 58.8M are in the public float.