Surgery Partners (SGRY)
Operates physician-partnered surgery centers and short-stay hospitals for planned procedures.
$14.60
vs last close−1.20 (−7.62%)
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13F · 13D/G · Form 4
| Institutions | 121.37% | 158.89M shares | |
|---|---|---|---|
| 199 holders · as of Jun 30, 2026 | |||
| Insiders | 1.88% | 2.46M shares | |
| 17 holders · as of Aug 20, 2026 | |||
| Strategic holders | 9.96% | 13.04M shares | |
| 1 holder · as of Nov 14, 2025 | |||
| Adds to | 133.21% | ||
130.92M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 133.21%; nothing is left for Other.
13F, as of Jun 30, 2026
199 holders · 158.89M shares · 40 new positions · 111 increased · 54 reduced · 31 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Bain Capital Investors LLC | 49.95M | 38.15% | 0 | Aug 14, 2026 |
| Jupiter Topco LLC | 13.88M | 10.60% | +13.88Mnew | Aug 14, 2026 |
| Pentwater Capital Management LP | 11.63M | 8.88% | −1.03M | Aug 14, 2026 |
| UBS Group AG | 8.57M | 6.55% | −1.62M | Aug 13, 2026 |
| BlackRock, Inc. | 6.24M | 4.77% | +580.7K | Aug 7, 2026 |
| King Street Capital Management, L.P. | 6.06M | 4.63% | −4.17M | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | 5.92M | 4.52% | +3.97M | Aug 14, 2026 |
| Dimensional Fund Advisors LP | 4.94M | 3.78% | −352.7K | Aug 11, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BCPE Seminole Holdings II Intermediate, LPincl. BCPE Seminole Holdings LP, BCPE Seminole Holdings IV, L.P. +1 more | 23.45% | 30.06M | 13D | Jun 17, 2025 |
| Janus Henderson Group PLC | 10.20% | 13.04M | 13G | Nov 14, 2025 |
| Pentwater Capital Management LP | 9.70% | 12.66M | 13G | May 15, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 18, 2026 | Teresa DeLucadirector | Purchase · 2 lots | 21,250 | $14.34 | 68,093 |
| Mar 12, 2026 | Jennifer Baldockofficer: Chief Admin & Dev Officer | Sale | 5,798 | $13.17 | 326,474 |
| Mar 16, 2026 | Jason Eric Evansofficer: Chief Executive Officer | Sale | 20,400 | $12.47 | 920,386 |
| Mar 16, 2026 | David T. Dohertyofficer: Chief Financial Officer | Sale | 8,867 | $12.50 | 221,679 |
| Mar 13, 2026 | Marissa Brittenhamofficer: Chief Strategy Officer | Sale | 3,657 | $12.54 | 94,196 |
| Mar 13, 2026 | Danielle Burkhalterofficer: Chief Human Resources Officer | Sale | 3,469 | $12.83 | 76,864 |
| Mar 6, 2026 | Marissa Brittenhamofficer: Chief Strategy Officer | Sale | 8,785 | $13.70 | 54,623 |
| Mar 5, 2026 | William Trenton Webbofficer: American Group President | Sale | 1,794 | $13.86 | 72,455 |
| Mar 6, 2026 | William Trenton Webbofficer: American Group President | Sale | 272 | $13.93 | 74,249 |
| Mar 6, 2026 | Danielle Burkhalterofficer: Chief Human Resources Officer | Sale | 7,736 | $13.60 | 37,103 |
House and Senate disclosures
Not reported.