Surgery Partners, Inc. (SGRY) Institutional Ownership & Insider Trading

187 institutions reported holding Surgery Partners, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 13 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

SGRYSurgery Partners, Inc.Follow SGRY — free

Medical Care Facilities · Healthcare

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Market cap: 2.1B
P/E TTM: —
Dividend yield: —
52-week: —
Next earnings: 10 Nov, in 17 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

187 institutions held —% of the shares. Across filers that reported both quarters, shares held changed -1.2%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	187	158	-1.2%	68	28	49	23
Mar 26	181	159	+0.6%	59	24	40	24
Dec 25	179	155	+3.3%	47	24	61	45
Sep 25	192	152	+6.1%	57	26	55	27
Jun 25	199	144	+2.6%	77	36	56	35
Mar 25	204	140	-0.4%	47	56	61	31
Dec 24	182	142	+3.3%	67	25	52	31
Sep 24	183	137	-3.4%	60	31	56	28

Surgery Partners, Inc. — questions

Who owns Surgery Partners, Inc. stock?: 187 institutions reported Surgery Partners, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: Bain Capital Investors LLC (38.1%), Jupiter Topco LLC (10.6%), Pentwater Capital Management LP (8.9%).
Are Surgery Partners, Inc. insiders buying or selling?: 13 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Surgery Partners, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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