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Surgery Partners Inc (SGRY)

CUSIP: 86881A100 | NYSE | Healthcare · Medical Care Facilities | Small Cap | 674 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ABcpe Seminole Holdings II Intermediate, LP
with Bcpe Seminole Holdings LP, Bcpe Seminole Holdings III, L.P., Bcpe Seminole Holdings IV, L.P.
30,055,19723.0%New 5%+ stakeOct 23, 2026No 13F filer matched
13GGlenview Capital Management, LLC7,023,3385.4%New 5%+ stakeOct 6, 2026No 13F filer matched
13GKing Street Capital Management, L.P.6,058,1414.6%Newly reportedJun 30, 2026No 13F filer matched
13D/ABcpe Seminole Holdings II Intermediate, LP30,055,197
23.0% of class · Oct 23, 2026New 5%+ stake
with Bcpe Seminole Holdings LP, Bcpe Seminole Holdings III, L.P., Bcpe Seminole Holdings IV, L.P.
No 13F filer matched
13GGlenview Capital Management, LLC7,023,338
5.4% of class · Oct 6, 2026New 5%+ stake
No 13F filer matched
13GKing Street Capital Management, L.P.6,058,141
4.6% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP5,913,528
0.0% of portfolio›$82.0M
Bank of New York Mellon Corp318,221
0.0% of portfolio›$4.4M
Principal Financial Group Inc208,270
0.0% of portfolio›$2.9M
TD Waterhouse Canada Inc.196,887
0.0% of portfolio›$2.6M
Wolverine Asset Management LLC76,529
0.0% of portfolio›$1.1M
Tranquility Partners, LLC74,923
0.4% of portfolio›$1.0M
Creative Planning50,092
0.0% of portfolio›$694.8K
Inspire Investing, LLC44,768
0.0% of portfolio›$620.9K
Jefferies Financial Group Inc.40,401
0.0% of portfolio›$560.4K
Virginia Retirement Systems ET Al30,700
0.0% of portfolio›$425.8K
Caitong International Asset Management Co., Ltd28,370
0.0% of portfolio›$393.5K
State of Wyoming23,568
0.0% of portfolio›$326.9K
Citigroup Inc22,877
0.0% of portfolio›$317.3K
Arizona State Retirement System22,118
0.0% of portfolio›$306.8K
Sterling Capital Management LLC18,696
0.0% of portfolio›$259.3K
Evergreen Capital Management LLC18,154
0.0% of portfolio›$251.8K
Walled Lake Planning & Wealth Management, LLC15,632
0.1% of portfolio›$216.8K
FNY Investment Advisers, LLC15,034
0.0% of portfolio›$208
Vise Technologies, Inc.13,756
0.0% of portfolio›$190.8K
Wealth Enhancement Advisory Services, LLC12,395
0.0% of portfolio›$169.1K
Pictet Asset Management Holding SA11,528
0.0% of portfolio›$159.9K
Olympiad Research LP10,912
0.2% of portfolio›$151.3K
ProShare Advisors LLC10,146
0.0% of portfolio›$140.7K
Fulcrum Asset Management LLP6,852
0.0% of portfolio›$98.7K
Covestor Ltd4,291
0.0% of portfolio›$60
Simplex Trading, LLC3,583
0.0% of portfolio›$49.7K
Cullen T Bankers, Inc.3,549
0.0% of portfolio›$49.2K
Nisa Investment Advisors, LLC2,972
0.0% of portfolio›$41.2K
Summit Securities Group LLC2,435
0.0% of portfolio›$33.8K
US Bancorp \de\1,831
0.0% of portfolio›$25.4K
Harbor Capital Advisors, Inc.1,485
0.0% of portfolio›$21
Fifth Third Bancorp850
0.0% of portfolio›$11.8K
SJS Investment Consulting Inc.642
0.0% of portfolio›$8.9K
Trellis Wealth Advisors LLC400
0.0% of portfolio›$5.5K
Gamma Investing LLC323
0.0% of portfolio›$4.5K
Versant Capital Management, Inc280
0.0% of portfolio›$3.9K
EverSource Wealth Advisors, LLC271
0.0% of portfolio›$3.8K
Parallel Advisors, LLC223
0.0% of portfolio›$3.1K
Farther Finance Advisors, LLC171
0.0% of portfolio›$2.4K
Birch Financial Group, LLC157
0.0% of portfolio›$2.2K
Hickory Point Bank & Trust150
0.0% of portfolio›$2.1K
Root Financial Partners, LLC146
0.0% of portfolio›$2.0K
True Wealth Design, LLC142
0.0% of portfolio›$2.0K
Signaturefd, LLC129
0.0% of portfolio›$1.8K
Mather Group, Llc.96
0.0% of portfolio›$1.3K
Ascentis Wealth Management, LLC67
0.0% of portfolio›$929
SBI Securities Co., Ltd.39
0.0% of portfolio›$541
Bare Financial Services, Inc38
0.0% of portfolio›$527
Essential Partners LLC33
0.0% of portfolio›$458
MassMutual Private Wealth & Trust, FSB30
0.0% of portfolio›$416
Arlington Trust Co LLC29
0.0% of portfolio›$402
Financial Consulate, Inc20
0.0% of portfolio›$278
Provenance Wealth Advisors, LLC13
0.0% of portfolio›$180
Blue Trust, Inc.4
0.0% of portfolio›$55
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
5,913,528$82.0M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
318,221$4.4M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
208,270$2.9M0.0%CoreLowDes Moines, IA2026-11-02
TD Waterhouse Canada Inc.
196,887$2.6M0.0%CoreLowToronto, Australia2026-10-16
Wolverine Asset Management LLC
76,529$1.1M0.0%Deep ValueVery HighChicago, IL2026-11-02
Tranquility Partners, LLC
74,923$1.0M0.4%CoreLowBrentwood, TN2026-10-20
Creative Planning
50,092$694.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Inspire Investing, LLC
44,768$620.9K0.0%GARPHighMeridian, ID2026-10-22
Jefferies Financial Group Inc.
40,401$560.4K0.0%CoreVery HighNew York, NY2026-11-05
Virginia Retirement Systems ET Al
30,700$425.8K0.0%CoreMediumRichmond, VA2026-10-28
Caitong International Asset Management Co., Ltd
28,370$393.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
State of Wyoming
23,568$326.9K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
22,877$317.3K0.0%CoreMediumNew York, NY2026-11-04
Arizona State Retirement System
22,118$306.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Sterling Capital Management LLC
18,696$259.3K0.0%GARPMediumCharlotte, NC2026-10-22
Evergreen Capital Management LLC
18,154$251.8K0.0%GARPMediumBellevue, WA2026-10-23
Walled Lake Planning & Wealth Management, LLC
15,632$216.8K0.1%ETFLowHighland Park, IL2026-10-29
FNY Investment Advisers, LLC
15,034$2080.0%GrowthVery HighNew York, NY2026-10-16
Vise Technologies, Inc.
13,756$190.8K0.0%IndexLowNew York, NY2026-10-29
Wealth Enhancement Advisory Services, LLC
12,395$169.1K0.0%CoreLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
11,528$159.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Olympiad Research LP
10,912$151.3K0.2%Deep ValueVery HighStamford, CT2026-11-04
ProShare Advisors LLC
10,146$140.7K0.0%GrowthLowBethesda, MD2026-10-29
Fulcrum Asset Management LLP
6,852$98.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Covestor Ltd
4,291$600.0%ValueHighLondon, United Kingdom2026-10-30
Simplex Trading, LLC
3,583$49.7K0.0%CoreVery HighChicago, IL2026-11-04
Cullen T Bankers, Inc.
3,549$49.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Nisa Investment Advisors, LLC
2,972$41.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Summit Securities Group LLC
2,435$33.8K0.0%CoreVery HighNew York, NY2026-11-05
US Bancorp \de\
1,831$25.4K0.0%IndexLowMinneapolis, MN2026-11-05
Harbor Capital Advisors, Inc.
1,485$210.0%ValueHighChicago, IL2026-10-22
Fifth Third Bancorp
850$11.8K0.0%IndexVery LowCincinnati, OH2026-11-05
SJS Investment Consulting Inc.
642$8.9K0.0%ETFVery LowSylvania, OH2026-10-26
Trellis Wealth Advisors LLC
400$5.5K0.0%ETFVery LowSan Luis Obispo, CA2026-10-19
Gamma Investing LLC
323$4.5K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
280$3.9K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
271$3.8K0.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
223$3.1K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
171$2.4K0.0%IndexLowSan Francisco, CA2026-10-08
Birch Financial Group, LLC
157$2.2K0.0%CoreLowKeene, NH2026-10-27
Hickory Point Bank & Trust
150$2.1K0.0%CoreVery LowDecatur, IL2026-10-01
Root Financial Partners, LLC
146$2.0K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
142$2.0K0.0%ETFMediumAkron, OH2026-10-13
Signaturefd, LLC
129$1.8K0.0%IndexLowAtlanta, GA2026-10-23
Mather Group, Llc.
96$1.3K0.0%ETFMediumChicago, IL2026-10-14
Ascentis Wealth Management, LLC
67$9290.0%Agg GrowthLowDallas, TX2026-11-03
SBI Securities Co., Ltd.
39$5410.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bare Financial Services, Inc
38$5270.0%ETFVery LowGap, PA2026-11-04
Essential Partners LLC
33$4580.0%ValueMediumRancho Santa Fe, CA2026-10-14
MassMutual Private Wealth & Trust, FSB
30$4160.0%CoreLowSpringfield, MA2026-10-05
Arlington Trust Co LLC
29$4020.0%ETFMediumBirmingham, AL2026-10-20
Financial Consulate, Inc
20$2780.0%ETFLowHunt Valley, MD2026-10-23
Provenance Wealth Advisors, LLC
13$1800.0%ETFLowFort Lauderdale, FL2026-10-30
Blue Trust, Inc.
4$550.0%ETFLowBrentwood, TN2026-10-15