Surgery Partners Inc
Ownership
Ownership Structure
Who owns Surgery Partners Inc (SGRY)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 45.6% of the shares are freely tradable; institutional investors hold 123.3%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Bain Capital Investors LLC | 38.76 | 49,946,972 | +0.0 | 06/30/2026 |
| Jupiter Topco LLC | 10.77 | 13,882,155 | +0.0 | 06/30/2026 |
| Pentwater Capital Management LP | 9.02 | 11,630,000 | -8.1 | 06/30/2026 |
| UBS Group AG | 6.65 | 8,573,413 | -15.9 | 06/30/2026 |
| BlackRock Inc | 4.84 | 6,241,503 | +10.3 | 06/30/2026 |
| King Street Capital Management LP | 4.70 | 6,058,141 | -40.8 | 06/30/2026 |
| T. Rowe Price Investment Management,Inc. | 4.59 | 5,916,197 | +203.4 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 3.84 | 4,943,713 | -6.7 | 06/30/2026 |
| ClearBridge Advisors, LLC | 2.97 | 3,823,179 | -7.2 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Janus Henderson Contrarian D | 8.39 | 10,817,288 | +0.0 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| DeLuca Teresa | Director | 66,843 | 1,550,758 $ | Aug 18, 2026 | direct |
| Hendrix Blair E | Director | 52,895 | 1,227,164 $ | Jun 18, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | DeLuca Teresa | Director | Buy | 10,000 | 14.35 | 143,500 |
| Jun 18, 2026 | Hendrix Blair E | Director | Other | 34,364 | 14.55 | 499,996 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 6, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.