Surgery Partners Ownership | Who Owns Surgery Partners?

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Surgery Partners Ownership Summary

Surgery Partners is owned by 106.35% institutional investors, 1.74% insiders. Bain capital investors is the largest institutional shareholder, holding 39.59% of SGRY shares. Janus Henderson Contrarian D is the top mutual fund, with 8.66% of its assets in Surgery Partners shares.

SGRY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Surgery Partners	106.35%	1.74%	-8.09%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Medical Care Facilities Stocks	62.70%	12.86%	24.43%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Bain capital investors	49.95M	39.59%	$1.06B
Fmr	16.28M	12.90%	$344.69M
Janus henderson group	11.55M	9.16%	$244.62M
Blackrock funding, inc. /de	7.75M	6.14%	$164.08M
Blackrock	7.64M	6.06%	$181.68M
Vanguard group	7.62M	6.04%	$161.28M
Wellington management group llp	5.93M	4.70%	$125.46M
Clearbridge investments	4.23M	3.36%	$89.65M
Dimensional fund advisors lp	3.58M	2.84%	$75.74M
Invesco	2.16M	1.71%	$45.77M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bain capital investors	49.95M	30.24%	$1.06B
Hein park capital management lp	1.14M	18.53%	$24.12M
Sivik global healthcare	200.00K	2.23%	$4.23M
Pier capital	382.49K	1.16%	$8.10M
Mesirow institutional investment management	677.46K	1.10%	$14.34M
Avidity partners management lp	514.20K	1.07%	$10.89M
Dimension capital management	210.60K	1.02%	$5.01M
Ardsley advisory partners lp	270.20K	0.91%	$5.72M
Tranquility partners	61.89K	0.49%	$1.31M
Redwood investments	76.88K	0.44%	$1.63M

Top Buyers

Holder	Shares	% Assets	Change
Janus henderson group	11.55M	0.12%	6.06M
Blackrock	7.64M	0.00%	1.28M
Point72 asset management	1.75M	0.08%	1.21M
Hein park capital management lp	1.14M	18.53%	1.14M
American century companies	1.40M	0.02%	967.53K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	5.93M	0.02%	-3.92M
Durable capital partners lp	-	-	-2.88M
Fmr	16.28M	0.02%	-2.03M
Deerfield management company, l.p. (series c)	-	-	-1.78M
Ameriprise financial	26.57K	0.00%	-1.13M

New Positions

Holder	Shares	% Assets	Change	Value
Hein park capital management lp	1.14M	18.53%	1.14M	$24.12M
Norges bank	746.17K	0.00%	746.17K	$15.80M
E. ohman j:or asset management ab	676.20K	0.40%	676.20K	$16.09M
Raymond james financial	478.49K	0.00%	478.49K	$10.13M
Silvercrest asset management group	456.73K	0.07%	456.73K	$10.87M

Sold Out

Holder	Change
Claris advisors, llc / mo /	-5.00
Innealta capital	-8.00
Huntington national bank	-11.00
Riverview trust	-16.00
National bank of canada /fi/	-35.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	180	-8.63%	134,182,890	-2.14%	106	0.90%	97	-7.62%	52	-13.33%
Sep 30, 2024	196	3.70%	137,095,474	-3.38%	108	0.86%	104	-11.11%	60	25.00%
Jun 30, 2024	188	-	141,891,167	4.06%	112	0.96%	116	9.43%	48	-2.04%
Mar 31, 2024	188	2.17%	136,361,030	0.97%	108	0.94%	106	-7.83%	49	4.26%
Dec 31, 2023	184	6.36%	135,048,388	0.68%	107	0.94%	115	13.86%	47	6.82%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Janus Henderson Contrarian D	11.06M	8.66%	668.38K
Janus Henderson US Opportunistic Alpha	10.39M	8.17%	5.35M
Janus Henderson Opportunistic Alpha MA	3.86M	3.04%	3.86M
Vanguard Health Care Inv	3.61M	2.84%	-
Vanguard Explorer Inv	2.67M	2.10%	-349.38K
Vanguard US Total Market Shares ETF	2.43M	1.90%	2.55K
Vanguard Total Stock Mkt Idx Inv	2.41M	1.89%	2.10K
iShares Russell 2000 ETF	2.02M	1.58%	-17.49K
Vanguard Small Cap Index	1.95M	1.53%	1.62K
ClearBridge Small Cap Growth A	1.70M	1.33%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 14, 2025	Baldock Jennifer	Chief Admin & Dev Officer	Sell	$14.65K
Mar 14, 2025	Burkhalter Danielle	Chief Human Resources Officer	Sell	$1.76K
Mar 14, 2025	Webb William Trenton	American Group President	Sell	$3.27K
Mar 10, 2025	Bane Harrison R.	National Group President	Sell	$97.73K
Mar 10, 2025	Baldock Jennifer	Chief Admin & Dev Officer	Sell	$72.10K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	7
2024 Q4	-	-
2024 Q3	-	1
2024 Q2	-	2
2024 Q1	-	30

SGRY Ownership FAQ

Who Owns Surgery Partners?

Surgery Partners shareholders are primarily institutional investors at 106.35%, followed by 1.74% insiders and -8.09% retail investors. The average institutional ownership in Surgery Partners's industry, Medical Care Facilities Stocks, is 62.70%, which Surgery Partners exceeds.

Who owns the most shares of Surgery Partners?

Surgery Partners’s largest shareholders are Bain capital investors (49.95M shares, 39.59%), Fmr (16.28M shares, 12.90%), and Janus henderson group (11.55M shares, 9.16%). Together, they hold 61.65% of Surgery Partners’s total shares outstanding.

Does Blackrock own Surgery Partners?

Yes, BlackRock owns 6.06% of Surgery Partners, totaling 7.64M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 181.68M$. In the last quarter, BlackRock increased its holdings by 1.28M shares, a 20.11% change.

Who is Surgery Partners’s biggest shareholder by percentage of total assets invested?

Bain capital investors is Surgery Partners’s biggest shareholder by percentage of total assets invested, with 30.24% of its assets in 49.95M Surgery Partners shares, valued at 1.06B$.

Who is the top mutual fund holder of Surgery Partners shares?

Janus Henderson Contrarian D is the top mutual fund holder of Surgery Partners shares, with 8.66% of its total shares outstanding invested in 11.06M Surgery Partners shares.

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