Surgery Partners, Inc. 13F holders
187 funds reported a position in Surgery Partners, Inc. in their 13F for the quarter ended 30 June 2026, together 157.8 million shares worth $2.65 billion. Against the quarter before, 29 opened a position, 72 added, 51 trimmed and 27 sold out; together they sold a net 1.7 million shares. The largest holders: Bain Capital Investors LLC, Jupiter Topco LLC and Pentwater Capital Management LP.
Funds holding187+5 on Q1 2026
Shares they held157.8Mworth $2.65 billion
Net sold on the quarter1.7M sharesabout $28.3 million at the funds' values
Funds buying to selling101 to 78opened or added, to cut or sold
Opened 29Added 72Held 33Trimmed 51Sold out 27
What each fund did in SGRY against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SGRY in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 25 reported a position in Surgery Partners, Inc.: 4 opened one, 9 added, 5 trimmed and 5 sold out, a net 13,182 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in Surgery Partners, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 2.1 million shares worth $36.1 million, 0.0% of its reported book. New this quarter: Renaissance Technologies. Sold out: Millennium Management. In the quarter, 2 funds added or opened a position and 3 trimmed or sold out; together they sold a net 332,262 shares, about $5.6 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 2,149,009 | $36.1 million | 0.0% | -42,456 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 2,116,579 | $35.6 million | 0.0% | +114,205 | added | 30 June 2026 | 13F |
| Citadel Advisors | 291,280 | $4.9 million | 0.0% | -110,271 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 130,100 | $2.2 million | 0.0% | +130,100 | new | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -423,840 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | 31.65% | $839.1 million | 17.42% | no change | 13F |
| Jupiter Topco LLC | 13,882,155 | 8.80% | $233.2 million | 0.10% | first 13F | 13F |
| Pentwater Capital Management LP | 11,630,000 | 7.37% | $195.4 million | 1.56% | -1,025,000 | 13F |
| UBS Group AG | 8,573,413 | 5.43% | $144.0 million | 0.02% | -1,618,368 | 13F |
| BlackRock, Inc. | 6,241,503 | 3.96% | $104.9 million | 0.00% | +580,715 | 13F |
| King Street Capital Management, L.P. | 6,058,141 | 3.84% | $101.8 million | 53.66% | -4,171,589 | 13F |
| T. Rowe Price Investment Management, Inc. | 5,916,197 | 3.75% | $99.4 million | 0.07% | +3,966,477 | 13F |
| Dimensional Fund Advisors LP | 4,943,713 | 3.13% | $83.1 million | 0.01% | -352,698 | 13F |
| Clearbridge Investments, LLC | 3,823,179 | 2.42% | $64.2 million | 0.05% | -294,877 | 13F |
| Vanguard Portfolio Management LLC | 3,737,712 | 2.37% | $62.8 million | 0.00% | +109,281 | 13F |
| Vanguard Capital Management LLC | 3,509,535 | 2.22% | $59.0 million | 0.00% | +78,740 | 13F |
| Davidson Kempner Capital Management LP | 3,336,464 | 2.11% | $56.1 million | 1.38% | no change | 13F |
| HSBC Holdings PLC | 2,958,912 | 1.88% | $48.9 million | 0.02% | +1,043,244 | 13F |
| FMR LLC | 2,149,009 | 1.36% | $36.1 million | 0.00% | -42,456 | 13F |
| State Street Corp. | 2,140,905 | 1.36% | $36.0 million | 0.00% | +187,127 | 13F |
| Geode Capital Management, LLC | 2,116,579 | 1.34% | $35.6 million | 0.00% | +114,205 | 13F |
| Nomura Holdings Inc. | 1,525,108 | 0.97% | $25.6 million | 0.11% | +801,868 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 1,471,492 | 0.93% | $24.7 million | 0.01% | -117,876 | 13F |
| LMR Partners LLP | 1,360,587 | 0.86% | $22.9 million | 0.20% | +260,587 | 13F |
| Morgan Stanley | 1,232,751 | 0.78% | $20.7 million | 0.00% | +220,574 | 13F |
| Bank of America Corp. | 1,212,766 | 0.77% | $20.4 million | 0.00% | -27,216 | 13F |
| Victory Capital Management Inc. | 1,083,812 | 0.69% | $18.2 million | 0.01% | +323,471 | 13F |
| Charles Schwab Investment Management Inc. | 1,081,600 | 0.69% | $18.2 million | 0.00% | -25,650 | 13F |
| Goldman Sachs Group Inc. | 1,079,626 | 0.68% | $18.1 million | 0.00% | -200,926 | 13F |
| Hein Park Capital Management LP | 1,068,621 | 0.68% | $18.0 million | 35.74% | new | 13F |
| Varde Management, L.P. | 1,003,447 | 0.64% | $16.9 million | 25.12% | +248,009 | 13F |
| Whitefort Capital Management, LP | 901,332 | 0.57% | $15.1 million | 3.87% | -9,804 | 13F |
| Raymond James Financial Inc. | 867,776 | 0.55% | $14.6 million | 0.00% | +69,982 | 13F |
| Oaktree Capital Management LP | 862,588 | 0.55% | $14.5 million | 0.38% | new | 13F |
| Sea Cliff Partners Management, LP | 845,864 | 0.54% | $14.2 million | 6.30% | -193,935 | 13F |
| Northern Trust Corp. | 741,577 | 0.47% | $12.5 million | 0.00% | +62,932 | 13F |
| Man Group plc | 697,552 | 0.44% | $11.7 million | 0.02% | -248,967 | 13F |
| Manufacturers Life Insurance Company, the | 653,470 | 0.41% | $11.0 million | 0.01% | +15,423 | 13F |
| Kennedy Capital Management LLC | 547,967 | 0.35% | $9.2 million | 0.16% | +391,345 | 13F |
| Vanguard Fiduciary Trust Co. | 508,254 | 0.32% | $8.5 million | 0.00% | +18,678 | 13F |
| Dimension Capital Management LLC | 450,606 | 0.29% | $7.6 million | 0.89% | -80,000 | 13F |
| Hudson Bay Capital Management LP | 426,592 | 0.27% | $7.2 million | 0.04% | -181,170 | 13F |
| Quinn Opportunity Partners LLC | 323,860 | 0.21% | $5.4 million | 0.25% | -90,000 | 13F |
| Pier Capital, LLC | 322,265 | 0.20% | $5.4 million | 0.72% | +19 | 13F |
| Bank of New York Mellon Corp | 320,206 | 0.20% | $5.4 million | 0.00% | +19,185 | 13F |
| JPMorgan Chase & Co. | 320,288 | 0.20% | $5.4 million | 0.00% | -16,096 | 13F |
| Citadel Advisors LLC | 291,280 | 0.18% | $4.9 million | 0.00% | -110,271 | 13F |
| Prelude Capital Management, LLC | 218,805 | 0.14% | $3.7 million | 0.27% | +191,062 | 13F |
| Invesco Ltd. | 203,358 | 0.13% | $3.4 million | 0.00% | -5,565 | 13F |
| CastleKnight Management LP | 200,700 | 0.13% | $3.4 million | 0.12% | no change | 13F |
| Nuveen, LLC | 191,487 | 0.12% | $3.2 million | 0.00% | +24,690 | 13F |
| Penn Capital Management Company, LLC | 175,083 | 0.11% | $2.9 million | 0.19% | new | 13F |
| Sirios Capital Management L P | 172,976 | 0.11% | $2.9 million | 0.35% | -26,078 | 13F |
| TD Waterhouse Canada Inc. | 166,411 | 0.11% | $2.8 million | 0.01% | +27,559 | 13F |
| TD Asset Management Inc | 158,094 | 0.10% | $2.7 million | 0.00% | +92,174 | 13F |
The 50 largest of the 187 funds that reported a position in SGRY in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on SGRY
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 184,400 | $3.1 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 26 October 2026 | 13D/A | BCPE Seminole Holdings LP and 3 others | 30.1 million | 23.0% | 23 October 2026 | Item 4 of the Initial Statement is hereby amended and supplemented by adding the following at the end of Item 4 of the Initial Statement: As disclosed by the Issuer in its Current Report on Form 8-K, filed with the Securities and Exchange C | EDGAR |
| 13 October 2026 | 13G | Glenview Capital Management, LLC and 3 others | 7.0 million | 5.4% | 6 October 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 14 August 2026 | 13G | King Street Capital Management, L.P. and 5 others | 6.1 million | 4.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | Pentwater Capital Management LP and 3 others | 12.7 million | 9.7% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 May 2026 | 13G/A | FMR LLC and 3 others | 2.2 million | 1.7% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Pentwater Capital Management LP and 3 others | 10.0 million | 7.7% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 February 2026 | 13G/A | FMR LLC and 3 others | 6.5 million | 5.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | Janus Henderson Group PLC and 3 others | 13.0 million | 10.2% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | Pentwater Capital Management LP and 3 others | 11.7 million | 9.1% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G | King Street Capital Management, L.P. and 5 others | 9.3 million | 7.2% | 30 October 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 21 September 2026 | 50 | $13.25 | SEC |
| 16 September 2026 | 80 | $13.65 | SEC |
| 11 September 2026 | 55,678 | $14.12 | SEC |
| 8 September 2026 | 16 | $14.26 | SEC |
| 26 August 2026 | 883 | $14.05 | SEC |
| 24 August 2026 | 1,877 | $14.52 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.