Surgery Partners, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | 11/14/2025 | 49.95 M | $1.08 B | 0.00% | 39.33% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 13.04 M | $282.11 M | 0.63% | 10.27% |
| PENTWATER CAPITAL MANAGEMENT LP | 11/14/2025 | 11.68 M | $252.78 M | 66.87% | 9.20% |
| FMR LLC | 11/13/2025 | 10.49 M | $226.93 M | -7.23% | 8.26% |
| KING STREET CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 9.34 M | $202.12 M | 50.04% | 7.36% |
| VANGUARD GROUP INC | 11/07/2025 | 7.61 M | $164.78 M | 5.90% | 6.00% |
| BLACKROCK, INC. | 11/12/2025 | 5.66 M | $122.45 M | -2.97% | 4.46% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 4.86 M | $105.18 M | 25.55% | 3.83% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 4.24 M | $91.81 M | -0.78% | 3.34% |
| UBS GROUP AG | 11/13/2025 | 3.69 M | $79.87 M | 50.57% | 2.91% |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 11/14/2025 | 2.55 M | $55.11 M | 66.54% | 2.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.93 M | $41.82 M | 0.82% | 1.52% |
| STATE STREET CORP | 11/14/2025 | 1.85 M | $40.13 M | -0.06% | 1.46% |
| INVESCO LTD. | 11/13/2025 | 1.76 M | $38.08 M | 4.53% | 1.39% |
| CENTIVA CAPITAL, LP | 11/14/2025 | 1.32 M | $28.58 M | -26.39% | 1.04% |
| IRENIC CAPITAL MANAGEMENT LP | 11/14/2025 | 1.13 M | $24.50 M | 339.69% | 0.89% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 1.05 M | $22.61 M | -10.04% | 0.82% |
| MORGAN STANLEY | 11/14/2025 | 997.18 K | $21.58 M | 80.06% | 0.79% |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 10/17/2025 | 965.83 K | $20.90 M | 0.00% | 0.76% |
| HSBC HOLDINGS PLC | 11/13/2025 | 945.83 K | $20.58 M | 8,495.32% | 0.74% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 943.81 K | $20.42 M | 211.70% | 0.74% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 930.67 K | $20.14 M | 2.45% | 0.73% |
| NOMURA HOLDINGS INC | 11/14/2025 | 900.00 K | $19.48 M | 0.00% | 0.71% |
| FARALLON CAPITAL MANAGEMENT LLC | 11/14/2025 | 871.83 K | $18.87 M | -54.73% | 0.69% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 833.64 K | $18.04 M | 34.84% | 0.66% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 794.52 K | $17.19 M | -0.69% | 0.63% |
| NORTHERN TRUST CORP | 11/14/2025 | 714.80 K | $15.47 M | 0.59% | 0.56% |
| CITADEL ADVISORS LLC | 11/14/2025 | 685.00 K | $14.82 M | 735.37% | 0.54% |
| BARCLAYS PLC | 11/12/2025 | 640.00 K | $13.85 M | 0.00% | 0.50% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 636.14 K | $13.77 M | -0.49% | 0.50% |
| CITADEL ADVISORS LLC | 11/14/2025 | 551.70 K | $11.94 M | 100.00% | 0.43% |
| JANE STREET GROUP, LLC | 11/14/2025 | 507.83 K | $10.99 M | 65.47% | 0.40% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 499.13 K | $10.80 M | 100.00% | 0.39% |
| WALLEYE CAPITAL LLC | 11/14/2025 | 463.35 K | $10.03 M | 33.10% | 0.36% |
| JANE STREET GROUP, LLC | 11/14/2025 | 428.00 K | $9.26 M | 0.05% | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 410.60 K | $8.89 M | -5.72% | 0.32% |
| QUINN OPPORTUNITY PARTNERS LLC | 11/13/2025 | 402.86 K | $8.72 M | -4.84% | 0.32% |
| SIRIOS CAPITAL MANAGEMENT L P | 11/14/2025 | 374.95 K | $8.11 M | 100.00% | 0.30% |
| WHITEFORT CAPITAL MANAGEMENT, LP | 11/14/2025 | 371.00 K | $8.03 M | 0.00% | 0.29% |
| FREESTONE GROVE PARTNERS LP | 11/14/2025 | 357.83 K | $7.74 M | 100.00% | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 345.80 K | $7.48 M | -17.65% | 0.27% |
| BARCLAYS PLC | 11/12/2025 | 342.03 K | $7.40 M | 22.48% | 0.27% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 11/13/2025 | 339.61 K | $7.35 M | -28.24% | 0.27% |
| PIER CAPITAL, LLC | 11/13/2025 | 328.70 K | $7.11 M | 88.32% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 326.63 K | $7.07 M | -27.90% | 0.26% |
| DIMENSION CAPITAL MANAGEMENT LLC | 11/14/2025 | 325.96 K | $7.05 M | 8.13% | 0.26% |
| CAPTION MANAGEMENT, LLC | 11/14/2025 | 325.00 K | $7.03 M | 0.00% | 0.26% |
| JPMORGAN CHASE & CO | 11/26/2025 | 323.93 K | $7.01 M | 67.37% | 0.26% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 311.97 K | $6.75 M | -43.51% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 310.95 K | $6.73 M | 2.17% | 0.24% |
Surgery Partners, Inc. institutional Ownership - FAQ's
During the previous two years, 283 institutional investors and hedge funds held shares of Surgery Partners, Inc.. The most heavily invested institutionals were:
BAIN CAPITAL INVESTORS LLC: 49.95 M
JANUS HENDERSON GROUP PLC: 13.04 M
Pentwater Capital Management LP: 11.68 M
FMR LLC: 10.49 M
KING STREET CAPITAL MANAGEMENT, L.P.: 9.34 M
VANGUARD GROUP INC: 7.61 M
119.20% of Surgery Partners, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 164.88 M shares in the last 24 months. This purchase volume represents approximately $2.83 B in transactions.