Surgery Partners, Inc. (SGRY) — Institutional Holders, Q2 2026
188 institutional investment managers reported a SGRY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SGRY in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- T. Rowe Price Investment ManagementAdded · +3,966,477 sh+$66.6M
- Hein Park Capital ManagementNew · +1,068,621 sh+$18.0M
- HSBC PLCAdded · +1,043,244 sh+$17.5M
- OAKTREE CAPITAL MANAGEMENTNew · +862,588 sh+$14.5M
- NOMURAAdded · +801,868 sh+$13.5M
Biggest sellers
- KING STREET CAPITAL MANAGEMENT, L.P.Trimmed · -4,171,589 sh-$70.1M
- GLENVIEW CAPITAL MANAGEMENTSold out · -1,800,000 sh-$30.2M
- UBS Group AGTrimmed · -1,618,368 sh-$27.2M
- Pentwater Capital ManagementTrimmed · -1,025,000 sh-$17.2M
- Irenic Capital ManagementSold out · -711,000 sh-$11.9M
SGRY 13F holders ranked 1–100 of 188
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BAIN CAPITAL INVESTORS#1 · 49,946,972 sh | 49,946,972 | $839.1M | 17.42% | 0.0% |
| 2 | Jupiter Topco#2 · 13,882,155 sh | 13,882,155 | $233.2M | 0.10% | — |
| 3 | Pentwater Capital Management#3 · 11,630,000 sh | 11,630,000 | $195.4M | 1.19% | -8.1% |
| 4 | UBS Group AG#4 · 8,573,413 sh | 8,573,413 | $144.0M | 0.02% | -15.9% |
| 5 | BlackRock#5 · 6,241,503 sh | 6,241,503 | $104.9M | <0.01% | +10.3% |
| 6 | KING STREET CAPITAL MANAGEMENT, L.P.#6 · 6,058,141 sh | 6,058,141 | $101.8M | 53.66% | -40.8% |
| 7 | T. Rowe Price Investment Management#7 · 5,916,197 sh | 5,916,197 | $99.4M | 0.07% | +203.4% |
| 8 | DIMENSIONAL FUND ADVISORS#8 · 4,943,713 sh | 4,943,713 | $83.1M | 0.02% | -6.7% |
| 9 | Clearbridge Investments#9 · 3,823,179 sh | 3,823,179 | $64.2M | 0.05% | -7.2% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT#10 · 3,737,712 sh | 3,737,712 | $62.8M | <0.01% | +3.0% |
| 11 | VANGUARD CAPITAL MANAGEMENT#11 · 3,509,535 sh | 3,509,535 | $59.0M | <0.01% | +2.3% |
| 12 | DAVIDSON KEMPNER CAPITAL MANAGEMENT#12 · 3,336,464 sh | 3,336,464 | $56.1M | 0.67% | 0.0% |
| 13 | HSBC PLC#13 · 2,958,912 sh | 2,958,912 | $48.9M | 0.02% | +54.5% |
| 14 | FMR#14 · 2,149,009 sh | 2,149,009 | $36.1M | <0.01% | -1.9% |
| 15 | STATE STREET#15 · 2,140,905 sh | 2,140,905 | $36.0M | <0.01% | +9.6% |
| 16 | GEODE CAPITAL MANAGEMENT#16 · 2,116,579 sh | 2,116,579 | $35.6M | <0.01% | +5.7% |
| 17 | NOMURA#17 · 1,525,108 sh | 1,525,108 | $25.6M | 0.03% | +110.9% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#18 · 1,471,492 sh | 1,471,492 | $24.7M | <0.01% | -7.4% |
| 19 | LMR Partners LLP#19 · 1,360,587 sh | 1,360,587 | $22.9M | 0.09% | +23.7% |
| 20 | MORGAN STANLEY#20 · 1,232,751 sh | 1,232,751 | $20.7M | <0.01% | +21.8% |
| 21 | BANK OF AMERICA#21 · 1,212,766 sh | 1,212,766 | $20.4M | <0.01% | -2.2% |
| 22 | VICTORY CAPITAL MANAGEMENT#22 · 1,083,812 sh | 1,083,812 | $18.2M | 0.01% | +42.5% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT#23 · 1,081,600 sh | 1,081,600 | $18.2M | <0.01% | -2.3% |
| 24 | GOLDMAN SACHS GROUP#24 · 1,079,626 sh | 1,079,626 | $18.1M | <0.01% | -15.7% |
| 25 | Hein Park Capital Management#25 · 1,068,621 sh | 1,068,621 | $18.0M | 35.74% | New |
| 26 | Varde Management, L.P.#26 · 1,003,447 sh | 1,003,447 | $16.9M | 24.64% | +32.8% |
| 27 | Whitefort Capital Management#27 · 901,332 sh | 901,332 | $15.1M | 3.73% | -1.1% |
| 28 | RAYMOND JAMES FINANCIAL#28 · 867,776 sh | 867,776 | $14.6M | <0.01% | +8.8% |
| 29 | OAKTREE CAPITAL MANAGEMENT#29 · 862,588 sh | 862,588 | $14.5M | 0.20% | New |
| 30 | Sea Cliff Partners Management#30 · 845,864 sh | 845,864 | $14.2M | 6.30% | -18.7% |
| 31 | NORTHERN#31 · 741,577 sh | 741,577 | $12.5M | <0.01% | +9.3% |
| 32 | Man Group plc#32 · 697,552 sh | 697,552 | $11.7M | 0.02% | -26.3% |
| 33 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#33 · 653,470 sh | 653,470 | $11.0M | <0.01% | +2.4% |
| 34 | KENNEDY CAPITAL MANAGEMENT#34 · 547,967 sh | 547,967 | $9.2M | 0.16% | +249.9% |
| 35 | VANGUARD FIDUCIARY#35 · 508,254 sh | 508,254 | $8.5M | <0.01% | +3.8% |
| 36 | DIMENSION CAPITAL MANAGEMENT#36 · 450,606 sh | 450,606 | $7.6M | 0.89% | -15.1% |
| 37 | Hudson Bay Capital Management#37 · 426,592 sh | 426,592 | $7.2M | 0.02% | -29.8% |
| 38 | Quinn Opportunity Partners#38 · 323,860 sh | 323,860 | $5.4M | 0.25% | -21.7% |
| 39 | Pier Capital#39 · 322,265 sh | 322,265 | $5.4M | 0.72% | 0.0% |
| 40 | Bank of New York Mellon#40 · 320,206 sh | 320,206 | $5.4M | <0.01% | +6.4% |
| 41 | JPMORGAN CHASE#41 · 320,288 sh | 320,288 | $5.4M | <0.01% | -4.8% |
| 42 | CITADEL ADVISORS#42 · 291,280 sh | 291,280 | $4.9M | <0.01% | -27.5% |
| 43 | PRELUDE CAPITAL MANAGEMENT#43 · 218,805 sh | 218,805 | $3.7M | 0.27% | +688.7% |
| 44 | Invesco Ltd.#44 · 203,358 sh | 203,358 | $3.4M | <0.01% | -2.7% |
| 45 | CastleKnight Management#45 · 200,700 sh | 200,700 | $3.4M | 0.05% | 0.0% |
| 46 | Nuveen#46 · 191,487 sh | 191,487 | $3.2M | <0.01% | +14.8% |
| 47 | Penn Capital Management Company#47 · 175,083 sh | 175,083 | $2.9M | 0.19% | New |
| 48 | SIRIOS CAPITAL MANAGEMENT L P#48 · 172,976 sh | 172,976 | $2.9M | 0.35% | -13.1% |
| 49 | TD Waterhouse Canada#49 · 166,411 sh | 166,411 | $2.8M | — | +19.8% |
| 50 | TD ASSET MANAGEMENT#50 · 158,094 sh | 158,094 | $2.7M | <0.01% | +139.8% |
| 51 | Swiss National Bank#51 · 155,800 sh | 155,800 | $2.6M | <0.01% | +1.5% |
| 52 | TUDOR INVESTMENT ET AL#52 · 153,926 sh | 153,926 | $2.6M | <0.01% | -43.0% |
| 53 | PRINCIPAL FINANCIAL GROUP#53 · 150,939 sh | 150,939 | $2.5M | <0.01% | +7.4% |
| 54 | FIRST ADVISORS#54 · 141,088 sh | 141,088 | $2.4M | <0.01% | +246.3% |
| 55 | Allianz Asset Management GmbH#55 · 140,000 sh | 140,000 | $2.4M | <0.01% | New |
| 56 | Holocene Advisors#56 · 136,328 sh | 136,328 | $2.3M | <0.01% | +11.5% |
| 57 | RENAISSANCE TECHNOLOGIES#57 · 130,100 sh | 130,100 | $2.2M | <0.01% | New |
| 58 | PRICE T ROWE ASSOCIATES#58 · 126,064 sh | 126,064 | $2.1M | <0.01% | +28.1% |
| 59 | BNP PARIBAS FINANCIAL MARKETS#59 · 110,698 sh | 110,698 | $1.9M | <0.01% | -60.7% |
| 60 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#60 · 109,264 sh | 109,264 | $1.8M | <0.01% | +131.0% |
| 61 | RHUMBLINE ADVISERS#61 · 104,565 sh | 104,565 | $1.8M | <0.01% | +4.7% |
| 62 | MARSHALL WACE, LLP#62 · 95,362 sh | 95,362 | $1.6M | <0.01% | +643.5% |
| 63 | GABELLI FUNDS#63 · 91,197 sh | 91,197 | $1.5M | <0.01% | -9.9% |
| 64 | Quantinno Capital Management#64 · 90,290 sh | 90,290 | $1.5M | <0.01% | +9.4% |
| 65 | DEUTSCHE BANK AG\#65 · 88,977 sh | 88,977 | $1.5M | <0.01% | +23.2% |
| 66 | Rock Springs Capital Management#66 · 84,000 sh | 84,000 | $1.4M | 0.07% | -59.6% |
| 67 | WELLS FARGO & COMPANY#67 · 78,790 sh | 78,790 | $1.3M | <0.01% | +104.9% |
| 68 | WOLVERINE ASSET MANAGEMENT#68 · 76,529 sh | 76,529 | $1.3M | 0.01% | 0.0% |
| 69 | Tranquility Partners#69 · 74,923 sh | 74,923 | $1.3M | — | +10.1% |
| 70 | VANGUARD ASSET MANAGEMENT, Ltd#70 · 72,569 sh | 72,569 | $1.2M | <0.01% | +23.7% |
| 71 | Corient Private Wealth#71 · 72,056 sh | 72,056 | $1.2M | <0.01% | +0.5% |
| 72 | Legal & General Group Plc#72 · 71,702 sh | 71,702 | $1.2M | <0.01% | +1.1% |
| 73 | MIRABELLA FINANCIAL SERVICES LLP#73 · 65,430 sh | 65,430 | $1.1M | 0.11% | New |
| 74 | BALYASNY ASSET MANAGEMENT L.P.#74 · 64,377 sh | 64,377 | $1.1M | <0.01% | New |
| 75 | ZACKS INVESTMENT MANAGEMENT#75 · 64,181 sh | 64,181 | $1.1M | <0.01% | New |
| 76 | ALLIANCEBERNSTEIN L.P.#76 · 87,900 sh | 87,900 | $1.0M | <0.01% | +0.1% |
| 77 | DARK FOREST CAPITAL MANAGEMENT#77 · 55,247 sh | 55,247 | $928.1K | 0.06% | -38.7% |
| 78 | Cerity Partners#78 · 50,485 sh | 50,485 | $848.1K | <0.01% | +0.9% |
| 79 | MOORE CAPITAL MANAGEMENT#79 · 50,000 sh | 50,000 | $840.0K | 0.01% | 0.0% |
| 80 | XTX Topco Ltd#80 · 49,949 sh | 49,949 | $839.1K | 0.01% | +265.1% |
| 81 | MetLife Investment Management#81 · 46,704 sh | 46,704 | $784.6K | <0.01% | +1.7% |
| 82 | Marble Bar Asset Management LLP#82 · 46,589 sh | 46,589 | $782.7K | 0.54% | +194.3% |
| 83 | AQR CAPITAL MANAGEMENT#83 · 46,155 sh | 46,155 | $775.4K | <0.01% | +286.1% |
| 84 | CITIGROUP#84 · 45,690 sh | 45,690 | $767.6K | <0.01% | +271.9% |
| 85 | Russell Investments Group, Ltd.#85 · 41,244 sh | 41,244 | $692.9K | <0.01% | +597.0% |
| 86 | Inspire Investing#86 · 40,669 sh | 40,669 | $683.2K | — | -6.3% |
| 87 | ENVESTNET ASSET MANAGEMENT#87 · 39,477 sh | 39,477 | $663.2K | <0.01% | +40.3% |
| 88 | LPL Financial#88 · 39,304 sh | 39,304 | $660.3K | <0.01% | +9.3% |
| 89 | MIRAE ASSET GLOBAL ETFS Ltd.#89 · 36,808 sh | 36,808 | $618.4K | <0.01% | +1.4% |
| 90 | SEI INVESTMENTS#90 · 32,864 sh | 32,864 | $552.1K | <0.01% | New |
| 91 | Vanguard Global Advisers#91 · 29,570 sh | 29,570 | $496.8K | <0.01% | -0.2% |
| 92 | NEW YORK STATE COMMON RETIREMENT FUND#92 · 29,538 sh | 29,538 | $496.2K | <0.01% | +26.0% |
| 93 | Sanctuary Advisors#93 · 27,960 sh | 27,960 | $469.7K | <0.01% | +3.3% |
| 94 | NATIXIS ADVISORS#94 · 26,421 sh | 26,421 | $443.0K | <0.01% | New |
| 95 | Zurcher Kantonalbank (Zurich Cantonalbank)#95 · 26,148 sh | 26,148 | $439.3K | <0.01% | 0.0% |
| 96 | Police & Firemen's Retirement System of New Jersey#96 · 24,347 sh | 24,347 | $409.0K | <0.01% | +13.8% |
| 97 | JONES FINANCIAL COMPANIES LLLP#97 · 24,650 sh | 24,650 | $390.0K | <0.01% | +72.7% |
| 98 | BARCLAYS PLC#98 · 22,858 sh | 22,858 | $384.0K | <0.01% | -49.3% |
| 99 | Counterpoint Mutual Funds#99 · 22,172 sh | 22,172 | $372.5K | — | New |
| 100 | Arizona State Retirement System#100 · 21,426 sh | 21,426 | $360.0K | <0.01% | +0.5% |
Funds that sold out of SGRY in Q2 2026 (28)
Held SGRY at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| GLENVIEW CAPITAL MANAGEMENT1,800,000 sh | 1,800,000 | $21.5M |
| Irenic Capital Management711,000 sh | 711,000 | $8.5M |
| MILLENNIUM MANAGEMENT423,840 sh | 423,840 | $5.1M |
| Clearline Capital314,144 sh | 314,144 | $3.7M |
| WESBANCO BANK120,000 sh | 120,000 | $1.4M |
| BRIDGEWAY CAPITAL MANAGEMENT100,192 sh | 100,192 | $1.2M |
| TIG Advisors86,212 sh | 86,212 | $1.0M |
| JANE STREET GROUP71,790 sh | 71,790 | $855.7K |
| MANGROVE PARTNERS IM39,525 sh | 39,525 | $471.1K |
| IMC-Chicago31,676 sh | 31,676 | $377.6K |
| Jump Financial28,295 sh | 28,295 | $337.3K |
| VARCOV26,187 sh | 26,187 | $312.1K |
| Clear Harbor Asset Management20,851 sh | 20,851 | $248.5K |
| FRANKLIN RESOURCES20,488 sh | 20,488 | $244.2K |
| ADAR1 Capital Management20,000 sh | 20,000 | $238.4K |
| Entropy Technologies19,686 sh | 19,686 | $234.7K |
| BLUEFIN CAPITAL MANAGEMENT18,000 sh | 18,000 | $214.6K |
| Graham Capital Management, L.P.10,323 sh | 10,323 | $123.0K |
| Twin Securities10,025 sh | 10,025 | $119.5K |
| QUADRANT CAPITAL GROUP2,000 sh | 2,000 | $60.9K |
| NOMURA ASSET MANAGEMENT LTD900 sh | 900 | $10.7K |
| IFP Advisors115 sh | 115 | $1.4K |
| Advisory Services Network107 sh | 107 | $1.3K |
| Sunrise Financial Services36 sh | 36 | $429.00 |
| MAI Capital Management21 sh | 21 | $251.00 |
| Dunhill Financial2 sh | 2 | $26.00 |
| Root Financial Partners2 sh | 2 | $24.00 |
| Hughes Financial Services1 sh | 1 | $12.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.