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SGRY — SURGERY PARTNERS INC

Reported value held$1.00B
Funds holding (latest)44
SectorHealth Care
Funds holding (Q2 2026)28
Institutional value$513.66M · 30.70M sh
New / Add / Cut / Exit3 / 15 / 8 / 3
Top-5 / Top-10 concentration73.3% / 90.8%
Institutional holdings change Reducing -34.4% (-16.13M sh)
Institutional value change Down -7.8%

As of Q2 2026, 28 SEC-registered investment managers reported holding SGRY (SURGERY PARTNERS INC) in their latest 13F filings, with a combined reported value of $513.66M across 30.70M shares. That is -34.4% by share count (-16.13M shares) versus the previous quarter, while reported value moved -7.8%. Ownership is concentrated: the five largest holders account for 73.3% of reported value and the top ten for 90.8%.

Compared with the prior quarter, 3 opened new positions, 15 added to existing stakes, 8 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SGRY is classified in the Health Care sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Wellington Management Group history Q1 2025 7.09M $168.43M 0.03% Add
Janus Henderson Group history Q1 2026 13.54M $161.40M 0.08% Hold
UBS Group AG history Q2 2026 8.57M $144.03M 0.02% Reduce
Vanguard Group history Q4 2025 7.57M $116.89M 0.00% Reduce
BlackRock Inc history Q2 2026 6.24M $104.86M 0.00% Add
Davidson Kempner Capital Management history Q2 2026 3.34M $56.05M 0.74% Hold
Fidelity Management & Research (FMR) history Q2 2026 2.15M $36.10M 0.00% Reduce
Geode Capital Management history Q2 2026 2.12M $35.56M 0.00% Add
Morgan Stanley history Q2 2026 1.23M $20.71M 0.00% Add
Bank of America Corp history Q2 2026 1.21M $20.37M 0.00% Reduce
Farallon Capital Management history Q3 2025 871.83K $18.87M 0.08% Reduce
Charles Schwab Investment Management history Q2 2026 1.08M $18.17M 0.00% Reduce
Goldman Sachs Group history Q2 2026 1.08M $18.14M 0.00% Reduce
Northern Trust Corp history Q2 2026 741.58K $12.46M 0.00% Add
Manulife Financial history Q2 2026 653.47K $10.98M 0.01% Add
Citadel Advisors history Q2 2026 475.68K $7.99M 0.00% Reduce
Millennium Management history Q1 2026 648.84K $7.73M 0.00% Add
First Eagle Investment Management history Q4 2024 292.28K $6.19M 0.01% Add
BNY Mellon history Q2 2026 320.21K $5.38M 0.00% Add
JPMorgan Chase & Co history Q2 2026 320.29K $5.37M 0.00% New

View all 44 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
UBS Group AG 6.37K 16.58K 7.47K 943 1.39K 5.44K 10.56K 49.45K 603 849 187.20K 147.60K 148.14K 990.16K 1.69M 2.45M 3.69M 7.80M 10.19M 8.57M
BlackRock Inc — — — — — — — — — — — — 7.65M 7.75M 6.17M 5.83M 5.66M 5.69M 5.66M 6.24M
Davidson Kempner Capital Management — — — — — — — — — — — — — — — — — 2.37M 3.34M 3.34M
Fidelity Management & Research (FMR) 7.42M 10.47M 11.88M 13.48M 13.49M 18.39M 18.90M 18.96M 18.97M 18.33M 18.99M 17.76M 18.31M 16.28M 10.11M 11.30M 10.49M 6.58M 2.19M 2.15M
Geode Capital Management 565.25K 633.70K 667.00K 708.02K 742.51K 1.06M 1.21M 1.41M 1.43M 1.66M 1.71M 1.82M 1.86M 1.85M 1.91M 1.92M 1.93M 1.94M 2.00M 2.12M
Morgan Stanley 137.33K 71.98K 177.40K 194.11K 196.61K 211.55K 112.06K 344.14K 244.63K 432.61K 390.83K 451.93K 445.46K 462.81K 358.37K 553.81K 997.18K 1.14M 1.01M 1.23M
Bank of America Corp 298.50K 348.79K 350.43K 337.17K 300.47K 310.45K 308.58K 313.19K 291.35K 347.99K 394.49K 566.80K 555.03K 220.28K 368.57K 302.79K 943.81K 626.48K 1.24M 1.21M
Charles Schwab Investment Management 212.27K 247.31K 255.59K 263.90K 284.17K 435.48K 464.25K 514.83K 539.47K 609.87K 657.79K 733.94K 772.75K 834.42K 890.82K 908.43K 930.66K 990.65K 1.11M 1.08M
Goldman Sachs Group 154.84K 146.49K 65.96K 74.90K 220.00K 712.64K 325.87K 955.80K 1.24M 1.01M 780.89K 1.48M 1.10M 1.31M 700.18K 552.27K 311.97K 1.96M 1.28M 1.08M
Northern Trust Corp 353.62K 365.78K 353.47K 381.70K 380.79K 520.97K 544.55K 686.11K 684.24K 768.92K 741.60K 715.05K 746.13K 761.79K 739.82K 710.59K 714.80K 650.43K 678.64K 741.58K
Manulife Financial 17.06K 17.57K 52.80K 57.52K 53.95K 55.04K 70.28K 97.25K 117.25K 96.27K 101.52K 81.99K 44.60K 43.90K 43.28K 639.26K 636.14K 636.73K 638.05K 653.47K
Citadel Advisors 152.19K 171.68K 110.82K 56.91K 158.16K 226.64K 285.40K 160.41K 68.78K 52.37K 236.06K 199.99K 102.63K 164.06K 363.08K 330.97K 1.27M 702.22K 2.25M 475.68K
BNY Mellon 124.89K 136.76K 137.66K 145.01K 160.67K 231.50K 236.24K 299.08K 317.98K 324.11K 309.20K 347.49K 289.59K 340.78K 341.70K 304.36K 310.95K 308.56K 301.02K 320.21K
JPMorgan Chase & Co 192.29K 39.32K 37.13K 53.23K 59.66K 82.56K 48.24K 317.47K 300.09K 235.26K 177.67K 183.88K 189.44K 188.97K 407.68K 193.54K 323.93K 145.42K — 320.29K
Invesco Ltd 1.18M 1.56M 1.55M 1.54M 1.61M 1.70M 2.89M 3.30M 3.60M 3.81M 2.32M 1.01M 2.77M 2.16M 1.57M 1.68M 1.76M 183.36K 208.92K 203.36K
Principal Global Investors 58.42K 57.54K 62.72K 36.52K 23.56K — — 7.88K 7.34K 8.66K 10.07K — 45.55K 49.55K 54.27K 66.00K 83.57K 121.52K 140.57K 150.94K
Renaissance Technologies — — — — — — — — — — — — — — — — 262.00K — — 130.10K
Marshall Wace — — — — 375.47K — — 89.98K — — 51.23K 27.06K — — 38.97K — 38.24K 30.81K 12.83K 95.36K
Deutsche Bank AG 53.96K 46.67K 44.72K 21.71K 17.82K 40.45K 66.88K 61.40K 72.81K 75.72K 78.14K 69.45K 80.17K 96.51K 60.56K 55.80K 62.76K 159.91K 72.23K 88.98K
Wells Fargo & Co 30.71K 46.45K 17.61K 5.46K 4.78K 4.12K 14.57K 34.44K 28.56K 33.00K 38.12K 53.75K 56.15K 56.93K 50.91K 54.28K 63.56K 91.50K 38.45K 78.79K

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