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Security record

SGRY

Surgery Partners, Inc. · Healthcare · Medical - Care Facilities

13.89 +1.8% mkt cap $1.82B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
79Tracked holders
+1Δ holders
54.69MShares held
$917.44MReported value
+7New positions
−6Exits
Stable Conviction score 42/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.3% · share flow -0.3% · net new positions +1.3% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 79 +1 54.69M $917.44M +7 −6
Q1 2026 81 +1 68.48M $816.28M +7 −7
Q4 2025 81 -1 77.19M $1.19B +2 −2
Q3 2025 14 +1 32.49M $702.99M +2 −2
Q2 2025 11 -2 31.57M $701.73M +1 −3
Q1 2025 10 0 12.42M $294.88M +1 −1
Q4 2024 10 0 12.33M $261.00M +2 −2
Q3 2024 9 -3 13.46M $433.98M — −3
Q2 2024 12 — 15.72M $374.09M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 UBS Group AG 8.57M -15.9% $144.03M 0.0% ▼ Trim 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 6.24M +10.3% $104.86M 0.0% ▲ Add 5 SEC ↗ ×14
3 Dimensional Fund Advisors Lp 4.94M -6.7% $83.05M 0.0% ▼ Trim 3 SEC ↗ ×5
4 Clearbridge Investments, LLC 3.82M -7.2% $64.23M 0.1% ▼ Trim 3 SEC ↗
5 Vanguard Capital Management Llc 3.51M +2.3% $58.96M 0.0% ▲ Add 2 SEC ↗
6 Hsbc Holdings Plc 2.96M +54.5% $48.91M 0.0% ▲ Add 3 SEC ↗ ×4
7 Fidelity (FMR) ✦ 2.15M -1.9% $36.10M 0.0% ▼ Trim 5 SEC ↗ ×4
8 State Street Global Advisors ✦ (passive) 2.14M +9.6% $35.97M 0.0% ▲ Add 7 SEC ↗
9 Geode Capital Management ✦ (passive) 2.12M +5.7% $35.56M 0.0% ▲ Add 9 SEC ↗ ×2
10 Nomura Holdings Inc 1.53M +110.9% $25.62M 0.1% ▲ Add 3 SEC ↗
11 UBS AM, a distinct business unit of… 1.47M -7.4% $24.72M 0.0% ▼ Trim 3 SEC ↗ ×8
12 LMR Partners LLP 1.36M +23.7% $22.86M 0.2% ▲ Add 3 SEC ↗
13 Morgan Stanley ✦ 1.23M +21.8% $20.71M 0.0% ▲ Add 4 SEC ↗ ×6
14 Bank Of America Corp /De/ 1.21M -2.2% $20.37M 0.0% ▼ Trim 3 SEC ↗ ×5
15 Victory Capital Management Inc 1.08M +42.5% $18.21M 0.0% ▲ Add 3 SEC ↗
16 Charles Schwab Investment… 1.08M -2.3% $18.17M 0.0% ▼ Trim 3 SEC ↗
17 Goldman Sachs Group ✦ 1.08M -15.7% $18.14M 0.0% ▼ Trim 4 SEC ↗ ×2
18 Raymond James Financial Inc 867.78K +8.8% $14.58M 0.0% ▲ Add 3 SEC ↗ ×2
19 Oaktree Capital Management ✦ 862.59K New $14.49M 0.4% New 1 SEC ↗
20 Northern Trust Corp 741.58K +9.3% $12.46M 0.0% ▲ Add 3 SEC ↗ ×4
21 Man Group plc 697.55K -26.3% $11.72M 0.0% ▼ Trim 3 SEC ↗
22 Manufacturers Life Insurance… 653.47K +2.4% $10.98M 0.0% ▲ Add 3 SEC ↗
23 Bank of New York Mellon Corp 320.21K +6.4% $5.38M 0.0% ▲ Add 3 SEC ↗ ×5
24 JPMorgan Chase ✦ 320.29K -4.8% $5.37M 0.0% ▼ Trim 4 SEC ↗ ×4
25 Citadel Advisors ✦ 291.28K -27.5% $4.89M 0.0% ▼ Trim 9 SEC ↗
26 Invesco Ltd. 203.36K -2.7% $3.42M 0.0% ▼ Trim 3 SEC ↗ ×5
27 Nuveen, LLC 191.49K +14.8% $3.22M 0.0% ▲ Add 3 SEC ↗ ×3
28 TD Waterhouse Canada Inc. 166.41K +19.9% $2.76M 0.0% ▲ Add 3 SEC ↗
29 Td Asset Management Inc 158.09K +139.8% $2.66M 0.0% ▲ Add 3 SEC ↗
30 Swiss National Bank 155.80K +1.5% $2.62M 0.0% ▲ Add 3 SEC ↗
31 Tudor Investment Corp Et Al 153.93K -43.0% $2.59M 0.0% ▼ Trim 2 SEC ↗
32 Principal Financial Group Inc 150.94K +7.4% $2.54M 0.0% ▲ Add 3 SEC ↗ ×2
33 First Trust Advisors Lp 141.09K +246.3% $2.37M 0.0% ▲ Add 2 SEC ↗
34 Allianz Asset Management GmbH 140.00K New $2.35M 0.0% New 1 SEC ↗
35 Holocene Advisors, LP 136.33K +11.5% $2.29M 0.0% ▲ Add 3 SEC ↗
36 Renaissance Technologies ✦ 130.10K New $2.19M 0.0% New 1 SEC ↗
37 T. Rowe Price ✦ 126.06K +28.1% $2.12M 0.0% ▲ Add 9 SEC ↗
38 Bnp Paribas Financial Markets 110.70K -60.6% $1.86M 0.0% ▼ Trim 3 SEC ↗
39 Susquehanna International Group, Llp 109.26K +131.0% $1.84M 0.0% ▲ Add 3 SEC ↗
40 Rhumbline Advisers 104.56K +4.8% $1.76M 0.0% ▲ Add 3 SEC ↗
41 Marshall Wace ✦ 95.36K +643.5% $1.60M 0.0% ▲ Add 4 SEC ↗ ×2
42 Quantinno Capital Management LP 90.29K +9.4% $1.52M 0.0% ▲ Add 3 SEC ↗
43 Deutsche Bank Ag\ 88.98K +23.2% $1.49M 0.0% ▲ Add 3 SEC ↗ ×2
44 Wells Fargo & Company/Mn 78.79K +104.9% $1.32M 0.0% ▲ Add 3 SEC ↗ ×3
45 Corient Private Wealth LP 72.06K +0.5% $1.21M 0.0% ▲ Add 2 SEC ↗
46 Legal & General Group Plc 71.70K +1.1% $1.20M 0.0% ▲ Add 3 SEC ↗ ×3
47 Balyasny Asset Management L.P. 64.38K New $1.08M 0.0% New 1 SEC ↗
48 Alliancebernstein L.P. 87.90K +0.1% $1.05M 0.0% ▲ Add 3 SEC ↗
49 Cerity Partners LLC 50.48K +0.9% $848,148 0.0% ▲ Add 3 SEC ↗ ×2
50 AQR Capital Management ✦ 46.16K +286.1% $775,404 0.0% ▲ Add 2 SEC ↗ ×5
51 Citigroup Inc 45.69K +271.9% $767,592 0.0% ▲ Add 3 SEC ↗ ×3
52 Russell Investments Group, Ltd. 41.24K +597.0% $692,899 0.0% ▲ Add 3 SEC ↗ ×2
53 Envestnet Asset Management Inc 39.48K +40.3% $663,214 0.0% ▲ Add 3 SEC ↗
54 LPL Financial LLC 39.30K +9.3% $660,307 0.0% ▲ Add 3 SEC ↗
55 MIRAE ASSET GLOBAL ETFS HOLDINGS… 36.81K +1.4% $618,374 0.0% ▲ Add 3 SEC ↗
56 Sei Investments Co 32.86K New $552,115 0.0% New 1 SEC ↗ ×2
57 New York State Common Retirement… 29.54K +26.0% $496,238 0.0% ▲ Add 3 SEC ↗
58 Zurcher Kantonalbank (Zurich… 26.15K 0.0% $439,286 0.0% Held 3 SEC ↗
59 Jones Financial Companies Lllp 24.65K +72.7% $389,963 0.0% ▲ Add 3 SEC ↗
60 Barclays Plc 22.86K -49.4% $384,013 0.0% ▼ Trim 3 SEC ↗ ×2
61 Creative Planning 21.29K +60.6% $357,622 0.0% ▲ Add 2 SEC ↗ ×2
62 State Board Of Administration Of… 19.27K 0.0% $323,786 0.0% Held 3 SEC ↗
63 Squarepoint Ops LLC 18.33K New $307,994 0.0% New 1 SEC ↗
64 Mackenzie Financial Corp 16.85K New $283,130 0.0% New 1 SEC ↗
65 Voya Investment Management Llc 15.39K +13.3% $258,552 0.0% ▲ Add 3 SEC ↗
66 Prudential Financial Inc 13.28K +10.4% $223,020 0.0% ▲ Add 2 SEC ↗
67 Pictet Asset Management Holding SA 11.53K 0.0% $193,670 0.0% Held 3 SEC ↗
68 ProShare Advisors LLC 10.47K -6.7% $175,829 0.0% ▼ Trim 3 SEC ↗
69 State Of Wisconsin Investment Board 10.44K -92.6% $175,409 0.0% ▼ Trim 3 SEC ↗
70 Royal Bank Of Canada 8.79K +33.6% $147,000 0.0% ▲ Add 3 SEC ↗ ×4
71 Simplex Trading, Llc 8.54K +205.2% $143,472 0.0% ▲ Add 3 SEC ↗
72 Rockefeller Capital Management L.P. 3.84K 0.0% $64,562 0.0% Held 3 SEC ↗ ×3
73 Us Bancorp \De\ 1.72K +268.2% $28,829 0.0% ▲ Add 3 SEC ↗ ×2
74 Pnc Financial Services Group, Inc. 1.69K -41.9% $28,359 0.0% ▼ Trim 3 SEC ↗ ×2
75 Fifth Third Bancorp 1.35K -66.9% $22,625 0.0% ▼ Trim 3 SEC ↗
76 BNP Paribas Asset Management… 735 -40.7% $12,348 0.0% ▼ Trim 3 SEC ↗
77 Osaic Holdings, Inc. 677 +252.6% $11,374 0.0% ▲ Add 3 SEC ↗
78 Optiver Holding B.V. 329 -8.9% $5,527 0.0% ▼ Trim 3 SEC ↗
79 Northwestern Mutual Wealth… 175 0.0% $2,940 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Glenview Capital $21.46M was 0.6%
Millennium Management $5.05M was 0.0%
Jane Street Group, Llc $855,737 was 0.0%
IMC-Chicago, LLC $377,578 was 0.0%
Franklin Resources Inc $244,217 was 0.0%
Nomura Asset Management Co Ltd $10,728 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 180 holders, 158.80M shares, $1.86B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 18 DeLuca Teresa

Director · 10.00K sh @ 14.35 · $143,500

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G — KING STREET CAPITAL MANAGEMENT, L.P.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API