Surgery Partners, Inc. (SGRY) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SGRY?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Surgery Partners, Inc., showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SGRY?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Surgery Partners, Inc..

Is institutional money flowing into SGRY?

105 institutional investors hold Surgery Partners, Inc. (SGRY). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SGRY?

Track institutional sentiment and conviction scores for Surgery Partners, Inc. (SGRY) including Smart Money Verdict and position changes on HoldingsIntel.

Surgery Partners, Inc.

SGRY·86881A100·US·equity·Healthcare - Medical Care Facilities-Activist

SGRY (Surgery Partners, Inc.) is held by 105 institutional investors as of Q4 2025. Largest holders: JANUS HENDERSON GROUP PLC ($209.2M), KING STREET CAPITAL MANAGEMENT, L.P. ($158M), Pentwater Capital Management LP ($154.5M). Net institutional sentiment: Mixed.

105

Holders

Avg rating(9 Elite)

$1.5B

Total Value

47% (123)

Fund Consensus

52 buying - 58 selling

Smart Money VerdictView all

36Weak MomentumSplit Signals

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See how SGRY's score breaks down across 4 SEC sources

Held by 105 funds

9 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 27, 2026

Insider

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JANUS HENDERSON GROUP PLC	Increased	13.5M(+3.9%)	$209.2M	0.1%	-41.24%	32
KING STREET CAPITAL MANAGEMENT, L.P.	Increased	10.2M(+9.5%)	$158M	21.8%	-39.61%	68
Pentwater Capital Management LP	Decreased	10M(-14.4%)	$154.5M	0.8%	-37.52%	0
UBS Group AG	Increased	7.8M(+111.4%)	$120.6M	0.0%	-25.97%	49
VANGUARD GROUP INC	Decreased	7.6M(-0.6%)	$116.9M	0.0%	-55.23%	0
FMR LLC	Decreased	6.6M(-37.3%)	$101.6M	0.0%	-32.81%	0
BlackRock, Inc.	Increased	5.7M(+0.6%)	$87.9M	0.0%	-32.24%	30
DIMENSIONAL FUND ADVISORS LP	Increased	4.9M(+0.9%)	$75.8M	0.0%	-49.66%	30
Clearbridge Investments, LLC	Decreased	4.2M(-0.3%)	$65.3M	0.1%	-30.24%	0
GLENVIEW CAPITAL MANAGEMENT, LLC	Increased	3.9M(+51.5%)	$59.6M	1.2%	-29.69%	65
GOLDMAN SACHS GROUP INC	Increased	2M(+528.2%)	$30.3M	0.0%	-15.29%	46
HSBC HOLDINGS PLC	Increased	1.9M(+104.2%)	$30.2M	0.0%	-25.69%	46
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.9M(+0.6%)	$30M	0.0%	-55.20%	29
STATE STREET CORP	Increased	1.9M(+1.0%)	$28.9M	0.0%	-54.77%	29
NOMURA HOLDINGS INC	Increased	1.7M(+665.9%)	$26.6M	0.0%	-16.81%	46
MORGAN STANLEY	Increased	1.1M(+14.4%)	$17.6M	0.0%	-35.80%	32
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	1.1M(+5.3%)	$17M	0.0%	-49.14%	30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	990,648(+6.5%)	$15.3M	0.0%	-49.96%	30
VICTORY CAPITAL MANAGEMENT INC	Decreased	767,730(-3.4%)	$11.9M	0.0%	-60.77%	0
RAYMOND JAMES FINANCIAL INC	Decreased	701,089(-15.9%)	$10.8M	0.0%	-35.05%	0
NORTHERN TRUST CORP	Decreased	650,427(-9.0%)	$10M	0.0%	-48.56%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Increased	636,730(+0.1%)	$9.8M	0.0%	-39.75%	28
BANK OF AMERICA CORP /DE/	Decreased	626,477(-33.6%)	$9.7M	0.0%	-36.49%	0
Hudson Bay Capital Management LP	Increased	605,455(+78.3%)	$9.4M	0.0%	-26.79%	42
CITADEL ADVISORS LLC	Increased	589,821(+1606.7%)	$9.1M	0.0%	-13.65%	45
Walleye Capital LLC	Decreased	371,995(-19.7%)	$5.7M	0.0%	-43.73%	0
LMR Partners LLP	New	360,315	$5.6M	0.0%	-11.05%	37
Man Group plc	New	328,794	$5.1M	0.0%	-11.05%	37
Bank of New York Mellon Corp	Decreased	308,561(-0.8%)	$4.8M	0.0%	-55.71%	0
JANE STREET GROUP, LLC	Decreased	287,376(-43.4%)	$4.4M	0.0%	-40.90%	0
Verition Fund Management LLC	Increased	281,196(+66.8%)	$4.3M	0.0%	-32.51%	39
BARCLAYS PLC	Decreased	246,966(-27.8%)	$3.8M	0.0%	-40.44%	0
Invesco Ltd.	Decreased	183,362(-89.6%)	$2.8M	0.0%	-57.40%	0
GABELLI FUNDS LLC	Decreased	181,897(-23.3%)	$2.8M	0.0%	-39.14%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	181,336(-44.5%)	$2.8M	0.0%	-51.25%	0
Jain Global LLC	New	174,114	$2.7M	0.0%	-11.05%	36
Nuveen, LLC	Decreased	165,747(-2.4%)	$2.6M	0.0%	-41.88%	0
Empowered Funds, LLC	Increased	161,419(+1340.9%)	$2.5M	0.0%	-13.09%	42
DEUTSCHE BANK AG\	Increased	159,907(+154.8%)	$2.5M	0.0%	-34.30%	42
Swiss National Bank	Increased	151,800(+1.8%)	$2.3M	0.0%	-47.77%	27
STATE OF WISCONSIN INVESTMENT BOARD	Increased	151,504(+0.4%)	$2.3M	0.0%	-66.32%	26
Centiva Capital, LP	New	150,556	$2.3M	0.0%	-11.05%	36
JPMORGAN CHASE & CO	Decreased	145,417(-55.1%)	$2.2M	0.0%	-37.28%	0
Walleye Trading LLC	New	134,613	$2.1M	0.0%	-11.05%	36
PRINCIPAL FINANCIAL GROUP INC	Increased	121,518(+45.4%)	$1.9M	0.0%	-41.38%	35
BNP PARIBAS FINANCIAL MARKETS	Increased	116,358(+622.5%)	$1.8M	0.0%	-15.61%	42
TD Waterhouse Canada Inc.	Increased	115,338(+108.7%)	$1.8M	0.0%	-25.44%	42
RHUMBLINE ADVISERS	Decreased	100,151(-15.3%)	$1.5M	0.0%	-49.76%	0
WELLS FARGO & COMPANY/MN	Increased	91,501(+44.0%)	$1.4M	0.0%	-40.50%	34
ALLIANCEBERNSTEIN L.P.	Increased	87,808(+6.4%)	$1.4M	0.0%	-57.87%	27
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	82,072(+12.2%)	$1.3M	0.0%	-42.39%	28
WOLVERINE ASSET MANAGEMENT LLC	Increased	76,529(+15.0%)	$1.2M	0.0%	-38.99%	29
Legal & General Group Plc	Decreased	74,797(-7.9%)	$1.2M	0.0%	-58.38%	0
AMERICAN CENTURY COMPANIES INC	Decreased	69,099(-56.1%)	$1.1M	0.0%	-36.47%	0
MOORE CAPITAL MANAGEMENT, LP	Unchanged	50,000	$772,500	0.0%	-48.46%	0
Holocene Advisors, LP	Increased	46,903(+52.5%)	$724,651	0.0%	-46.78%	34
MetLife Investment Management, LLC	Unchanged	46,364	$716,324	0.0%	-43.75%	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	35,903(-0.1%)	$554,701	0.0%	-42.51%	0
MARSHALL WACE, LLP	Decreased	30,814(-19.4%)	$476,076	0.0%	-36.47%	0
Cerity Partners LLC	New	30,005	$463,577	0.0%	-11.05%	33
INTECH INVESTMENT MANAGEMENT LLC	Unchanged	29,386	$454,014	0.0%	-48.69%	0
SIMPLEX TRADING, LLC	New	29,357	$453,565	0.0%	-11.05%	33
Sanctuary Advisors, LLC	Increased	28,488(+4.5%)	$440,140	0.0%	-50.44%	25
ENVESTNET ASSET MANAGEMENT INC	Decreased	27,787(-3.4%)	$429,309	0.0%	-57.99%	0
Zurcher Kantonalbank (Zurich Cantonalbank)	Increased	26,148(+61.7%)	$403,987	0.0%	-39.44%	34
LPL Financial LLC	Increased	25,407(+6.6%)	$392,538	0.0%	-48.07%	25
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	23,438	$362,117	0.0%	-55.71%	0
Police & Firemen's Retirement System of New Jersey	Unchanged	21,403	$330,676	0.0%	-33.35%	0
Arizona State Retirement System	Decreased	21,312(-6.3%)	$329,270	0.0%	-59.10%	0
GROUP ONE TRADING LLC	Increased	20,864(+155.1%)	$322,349	0.0%	-23.18%	38
FRANKLIN RESOURCES INC	Decreased	20,488(-0.4%)	$316,540	0.0%	-65.11%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	19,273	$297,768	0.0%	-62.68%	0
KLP KAPITALFORVALTNING AS	Increased	16,500(+4.4%)	$254,925	0.0%	-32.44%	24
TD ASSET MANAGEMENT INC	Decreased	16,180(-18.5%)	$249,981	0.0%	-36.47%	0
Quantinno Capital Management LP	New	15,425	$238,316	0.0%	-11.05%	32
ProShare Advisors LLC	Increased	14,135(+6.9%)	$218,386	0.0%	-48.41%	25
VOYA INVESTMENT MANAGEMENT LLC	Unchanged	13,842	$213,859	0.0%	-39.63%	0
MILLENNIUM MANAGEMENT LLC	New	13,112	$202,580	0.0%	-11.05%	32
CAPTRUST FINANCIAL ADVISORS	Decreased	11,730(-3.5%)	$181,228	0.0%	-55.79%	0
Pictet Asset Management Holding SA	Unchanged	11,528	$178,108	0.0%	-53.73%	0
NewEdge Advisors, LLC	Unchanged	10,500	$162,226	0.0%	-36.58%	0
ROYAL BANK OF CANADA	Decreased	9,830(-20.7%)	$152,000	0.0%	-33.30%	0
CITIGROUP INC	Decreased	8,067(-86.2%)	$124,636	0.0%	-33.98%	0
TORONTO DOMINION BANK	Decreased	7,100(-71.6%)	$109,695	0.0%	-36.58%	0
Russell Investments Group, Ltd.	Decreased	6,126(-71.9%)	$94,646	0.0%	-43.34%	0
Rockefeller Capital Management L.P.	Increased	1,938(+32.7%)	$29,942	0.0%	-31.65%	25
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Increased	1,518(+12.9%)	$23,453	0.0%	-41.15%	21
NOMURA ASSET MANAGEMENT CO LTD	Unchanged	900	$13,905	0.0%	-41.88%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	856(-68.3%)	$13,225	0.0%	-43.65%	0
JONES FINANCIAL COMPANIES LLLP	Decreased	753(-38.6%)	$11,634	0.0%	-35.51%	0
OSAIC HOLDINGS, INC.	Increased	733(+91.9%)	$11,323	0.0%	-49.29%	19
COMERICA BANK	Decreased	677(-5.2%)	$10,458	0.0%	-51.17%	0
LOS ANGELES CAPITAL MANAGEMENT LLC	New	422	$9,352	0.0%	-11.05%	26
Allworth Financial LP	Decreased	408(-5.3%)	$6,304	0.0%	-38.79%	0
Federation des caisses Desjardins du Quebec	Unchanged	400	$6,180	0.0%	-36.47%	0
Farther Finance Advisors, LLC	Decreased	342(-28.9%)	$5,284	0.0%	-36.71%	0
Optiver Holding B.V.	Decreased	193(-62.1%)	$2,982	0.0%	-40.42%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	175(-7.9%)	$2,704	0.0%	-41.69%	0
US BANCORP \DE\	Decreased	90(-66.3%)	$1,391	0.0%	-45.76%	0
PRICE T ROWE ASSOCIATES INC /MD/	Increased	86,646(+10.4%)	$1,339	0.0%	-55.73%	12
FIFTH THIRD BANCORP	Unchanged	75	$1,159	0.0%	-46.25%	0
HRT FINANCIAL LP	Decreased	17,700(-79.4%)	$273	0.0%	-36.47%	0
Steward Partners Investment Advisory, LLC	Unchanged	4	$62	0.0%	-36.47%	0
BNP Paribas Asset Management Holding S.A.	Increased	916(+34.3%)	$14	0.0%	-31.57%	10
FARALLON CAPITAL MANAGEMENT LLC	Exited	0(-100.0%)	$18.9M	0.0%	-28.70%	0
BARROW HANLEY MEWHINNEY & STRAUSS LLC	Exited	0(-100.0%)	$1,385	0.0%	-28.57%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$5.7M	0.0%	-28.57%	0
NISA INVESTMENT ADVISORS, LLC	Exited	0(-100.0%)	$19,498	0.0%	-47.97%	0
Creative Planning	Exited	0(-100.0%)	$415,813	0.0%	-36.89%	0
ExodusPoint Capital Management, LP	Exited	0(-100.0%)	$1.8M	0.0%	-27.35%	0
PRUDENTIAL FINANCIAL INC	Exited	0(-100.0%)	$210,557	0.0%	-28.70%	0
Squarepoint Ops LLC	Exited	0(-100.0%)	$351,975	0.0%	-34.66%	0
AMERIPRISE FINANCIAL INC	Exited	0(-100.0%)	$2.2M	0.0%	-31.53%	0
Brevan Howard Capital Management LP	Exited	0(-100.0%)	$356,281	0.0%	-28.57%	0
TEACHER RETIREMENT SYSTEM OF TEXAS	Exited	0(-100.0%)	$216,163	0.0%	-34.18%	0
Caption Management, LLC	Exited	0(-100.0%)	$700,314	0.0%	-28.70%	0
CIBC WORLD MARKETS CORP	Exited	0(-100.0%)	$211,852	0.0%	-34.66%	0
KEYBANK NATIONAL ASSOCIATION/OH	Exited	0(-100.0%)	$694,601	0.0%	-28.57%	0
XTX Topco Ltd	Exited	0(-100.0%)	$423,062	0.0%	-30.12%	0
Freestone Grove Partners LP	Exited	0(-100.0%)	$7.7M	0.0%	-28.57%	0
Pathstone Holdings, LLC	Exited	0(-100.0%)	$410,035	0.0%	-41.80%	0
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$476,816	0.0%	-36.63%	0

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