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Surgery Partners (SGRY) Institutional Ownership

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$23.64 +0.42 (+1.81%)
Closing price 08/8/2025 04:00 PM Eastern
Extended Trading
$23.68 +0.04 (+0.15%)
As of 08/8/2025 04:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for Surgery Partners (NASDAQ:SGRY)

Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$804.77M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$333.49M
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SGRY Institutional Buying and Selling by Quarter

Surgery Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Creative Planning15,487$344K0.0%-43.5%0.012%
8/8/2025SG Americas Securities LLC10,507$234K0.0%+31.6%0.008%
8/8/2025Olympiad Research LP10,912$243K0.4%N/A0.009%
8/8/2025Police & Firemen s Retirement System of New Jersey17,582$391K0.0%+7.2%0.014%
8/8/2025Geode Capital Management LLC1,916,384$42.61M0.0%+0.5%1.495%
8/8/2025Quinn Opportunity Partners LLC423,360$9.41M0.8%+74.4%0.330%
8/8/2025KBC Group NV2,555$57K0.0%-35.5%0.002%
8/7/2025 ProShare Advisors LLC15,860$353K0.0%-4.6%0.012%
8/7/2025 Credit Industriel ET Commercial244,112$5.43M0.5%+33.4%0.190%
8/6/2025 KRYGER CAPITAL Ltd100,920$2.24M0.4%N/A0.079%
8/5/2025 Bank of New York Mellon Corp304,355$6.77M0.0%-10.9%0.237%
8/5/2025 Alpine Associates Management Inc.540,025$12.01M0.6%-5.3%0.421%
8/5/2025 Pier Capital LLC174,544$3.88M0.6%+22,335.0%0.136%
8/1/2025 Teacher Retirement System of Texas20,597$458K0.0%+9.5%0.016%
8/1/2025 Envestnet Asset Management Inc.32,763$728K0.0%+7.5%0.026%
7/31/2025 AlphaQuest LLC2,057$46K0.0%+94.4%0.002%
7/30/2025 FNY Investment Advisers LLC5,193$115K0.0%N/A0.004%
7/29/2025 Cannon Global Investment Management LLC16,500$367K0.8%N/A0.013%
7/28/2025 Credit Industriel ET Commercial244,112$5.43M0.5%+33.4%0.190%
7/24/2025 Inspire Investing LLC17,647$392K0.0%+21.6%0.014%
7/23/2025 KLP Kapitalforvaltning AS15,800$351K0.0%+22.5%0.012%
7/17/2025 Camelot Portfolios LLC14,442$321K0.2%N/A0.011%
7/8/2025 E. Ohman J or Asset Management AB965,828$21.47M0.5%-11.1%0.754%
7/7/2025 Wesbanco Bank Inc.120,000$2.67M0.1%+204.9%0.094%
6/18/2025Voya Investment Management LLC87,916$2.09M0.0%-31.2%0.069%
6/3/2025 Inspire Investing LLC14,509$345K0.0%-23.8%0.011%
5/29/2025Rhumbline Advisers117,627$2.79M0.0%-3.5%0.092%
5/19/2025 Bayforest Capital Ltd42,803$1.02M0.4%N/A0.033%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC511,806$12.16M0.0%-7.8%0.399%
5/16/2025Woodline Partners LP525,400$12.48M0.1%N/A0.410%
5/16/2025Empowered Funds LLC12,853$305K0.0%+11.0%0.010%
5/16/2025Caxton Associates LLP183,183$4.35M0.2%N/A0.143%
5/16/2025Redwood Investments LLC75,760$1.80M0.7%-1.5%0.059%
5/16/2025Goldman Sachs Group Inc.700,180$16.63M0.0%-46.6%0.546%
5/16/2025Twin Securities Inc.330,273$7.84M4.1%N/A0.258%
5/16/2025Pentwater Capital Management LP2,742,000$65.12M0.5%+545.2%2.139%
5/16/2025Millennium Management LLC202,274$4.80M0.0%-1,253.7%0.158%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.45,693$1.09M0.0%+4.6%0.036%
5/16/2025Ardsley Advisory Partners LP250,000$5.94M1.1%-7.5%0.195%
5/16/2025ADAR1 Capital Management LLC40,000$950K0.2%N/A0.031%
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5/15/2025TIG Advisors LLC1,974,838$46.90M2.9%N/A1.541%
5/15/2025Hein Park Capital Management LP1,371,702$32.58M14.9%+20.4%1.070%
5/15/2025Royal Bank of Canada54,313$1.29M0.0%-47.3%0.042%
5/15/2025Eisler Capital Management Ltd.51,977$1.24M0.0%N/A0.041%
5/14/2025GABELLI & Co INVESTMENT ADVISERS INC.77,850$1.85M0.3%N/A0.061%
5/14/2025Gabelli Funds LLC144,945$3.44M0.0%N/A0.113%
5/14/2025Corebridge Financial Inc.37,624$894K0.0%-1.5%0.029%
5/14/2025MetLife Investment Management LLC383,642$9.11M0.0%+715.8%0.299%
5/14/2025Walleye Capital LLC145,508$3.46M0.0%-64.4%0.114%
5/14/2025Jump Financial LLC15,300$363K0.0%N/A0.012%
5/14/2025Groupe la Francaise146,999$3.49M0.1%N/A0.115%
5/14/2025 AlphaQuest LLC1,058$25K0.0%+112.0%0.001%
5/14/2025Hsbc Holdings PLC12,385$295K0.0%-54.4%0.010%
5/14/2025Wellington Management Group LLP7,091,756$168.43M0.0%+19.7%5.532%
5/13/2025Northern Trust Corp739,815$17.57M0.0%-2.9%0.577%
5/13/2025Summit Securities Group LLC1,318$31K0.0%N/A0.001%
5/13/2025Raymond James Financial Inc.597,162$14.18M0.0%+24.8%0.466%
5/13/2025Russell Investments Group Ltd.21,257$505K0.0%+241.0%0.017%
5/12/2025Nuveen LLC315,630$7.50M0.0%N/A0.246%
5/12/2025Invesco Ltd.1,567,684$37.23M0.0%-27.5%1.223%
5/12/2025Covestor Ltd13,005$309K0.2%+490.6%0.010%
5/12/2025 Wolverine Asset Management LLC66,529$1.58M0.0%+186.8%0.052%
5/12/2025Swiss National Bank135,500$3.22M0.0%-1.2%0.106%
5/9/2025Headlands Technologies LLC8,203$195K0.0%-61.0%0.006%
5/9/2025Deutsche Bank AG60,556$1.44M0.0%-37.3%0.047%
5/9/2025Charles Schwab Investment Management Inc.890,816$21.16M0.0%+6.8%0.695%
5/9/2025Vanguard Group Inc.7,166,713$170.21M0.0%-5.9%5.591%
5/9/2025PNC Financial Services Group Inc.1,169$28K0.0%+86.4%0.001%
5/8/2025 Alpine Associates Management Inc.570,075$13.54M0.7%N/A0.445%
5/8/2025Natixis Advisors LLC12,281$292K0.0%N/A0.010%
5/8/2025 Modera Wealth Management LLC10,257$244K0.0%N/A0.008%
5/8/2025 Bayforest Capital Ltd42,803$1.02M0.5%N/A0.033%
5/8/2025XTX Topco Ltd20,151$479K0.0%N/A0.016%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank21,158$503K0.0%-9.4%0.017%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH84,090$2.00M0.0%N/A0.066%
5/5/2025 Allianz Asset Management GmbH17,700$420K0.0%N/A0.014%
5/2/2025Segall Bryant & Hamill LLC148,433$3.53M0.1%-50.4%0.116%
5/2/2025Victory Capital Management Inc.870,670$20.68M0.0%-29.9%0.682%
4/30/2025 DekaBank Deutsche Girozentrale2,723$65K0.0%N/A0.002%
4/29/2025 Envestnet Asset Management Inc.30,479$724K0.0%-6.8%0.024%
4/29/2025 Bank of New York Mellon Corp341,702$8.12M0.0%+0.3%0.268%
4/28/2025Principal Financial Group Inc.54,266$1.29M0.0%+9.5%0.043%
4/28/2025 Teacher Retirement System of Texas18,817$447K0.0%N/A0.015%
4/28/2025CIBRA Capital Ltd57,117$1.36M0.5%N/A0.045%
4/28/2025 WCM Investment Management LLC509,413$12.20M0.0%-0.5%0.399%
4/22/2025 Sivik Global Healthcare LLC125,000$2.97M1.6%-37.5%0.098%
4/11/2025 E. Ohman J or Asset Management AB1,085,959$25.79M0.7%-12.6%0.851%
4/8/2025Rhumbline Advisers117,627$2.79M0.0%-3.5%0.092%
4/7/2025 GAMMA Investing LLC8,883$211K0.0%+7,902.7%0.007%
3/18/2025California State Teachers Retirement System65,864$1.39M0.0%-1.1%0.052%
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2/20/2025Mackenzie Financial Corp21,974$465K0.0%+2.8%0.017%
2/18/2025MidWestOne Financial Group Inc.27,984$592K0.1%-61.9%0.022%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC555,154$11.75M0.0%-4.0%0.437%
2/17/2025Two Sigma Investments LP43,338$917K0.0%+93.6%0.034%
2/17/2025Troluce Capital Advisors LLC409,154$8.66M0.3%N/A0.322%
2/17/2025State of Wyoming4,002$85K0.0%+94.4%0.003%
2/17/2025Thornburg Investment Management Inc.89,687$1.90M0.0%-1.5%0.071%
2/17/2025Silvercrest Asset Management Group LLC998,505$21.14M0.1%+44.9%0.786%
2/17/2025Point72 Asia Singapore Pte. Ltd.4,296$91K0.0%+12.1%0.003%
2/17/2025Redwood Investments LLC76,882$1.63M0.4%-2.1%0.060%
(Data available from 1/1/2016 forward)

SGRY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SGRY shares?

During the previous two years, 205 institutional investors and hedge funds held shares of Surgery Partners. The most heavily invested institutionals were Bain Capital Investors LLC ($1.60B), FMR LLC ($344.69M), Janus Henderson Group PLC ($244.62M), Durable Capital Partners LP ($241.74M), Vanguard Group Inc. ($170.21M), Wellington Management Group LLP ($168.43M), and Deerfield Management Company L.P. Series C ($111.99M).Learn more on Surgery Partners' institutional investors.

Which institutional investors have been buying Surgery Partners' stock?

Of the 179 institutional investors that purchased Surgery Partners' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janus Henderson Group PLC ($9.72M), Deerfield Management Company L.P. Series C ($2.98M), Wellington Management Group LLP ($2.97M), King Street Capital Management L.P. ($2.80M), Pentwater Capital Management LP ($2.74M), Point72 Asset Management L.P. ($2.44M), and TIG Advisors LLC ($1.97M).

How much institutional buying is happening at Surgery Partners?

Institutional investors have bought a total of 33,908,478 shares in the last 24 months. This purchase volume represents approximately $804.77M in transactions.

Which of Surgery Partners' major shareholders have been selling company stock?

Of the 62 institutional investors that sold Surgery Partners' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($4.54M), FMR LLC ($2.03M), Invesco Ltd. ($1.20M), Ameriprise Financial Inc. ($1.13M), Point72 Asset Management L.P. ($693.21K), Goldman Sachs Group Inc. ($610.22K), and Royce & Associates LP ($485.91K).

How much institutional selling is happening at Surgery Partners?

Institutional investors have sold a total of 14,456,726 shares in the last 24 months. This volume of shares sold represents approximately $333.49M in transactions.



This page (NASDAQ:SGRY) was last updated on 8/9/2025 by MarketBeat.com Staff
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