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. 50.0% of the shares are freely tradable; institutional investors hold 123.3%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Bain Capital Investors LLC | 38.15 | 49,946,972 | +0.0 | 06/30/2026 |
| HHG PLC | 10.34 | 13,540,385 | +0.0 | 03/31/2026 |
| Pentwater Capital Management LP | 8.88 | 11,630,000 | -8.1 | 06/30/2026 |
| UBS Group AG | 7.78 | 10,191,781 | +30.6 | 03/31/2026 |
| King Street Capital Management LP | 4.63 | 6,058,141 | -40.8 | 06/30/2026 |
| BlackRock Inc | 4.32 | 5,660,788 | -0.5 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 3.78 | 4,943,713 | -6.7 | 06/30/2026 |
| ClearBridge Advisors, LLC | 3.15 | 4,118,056 | -2.6 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Janus Henderson US Opportunistic Alpha | 10.13 | 13,258,236 | +2.1 | 06/30/2026 |
| Janus Henderson Contrarian D | 8.26 | 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 | 895,696 $ | Aug 18, 2026 | direct |
| Hendrix Blair E | Director | 52,895 | 708,793 $ | 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: September 17, 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.