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Security record · archived quarter

SGRY

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

14.04 -0.1% mkt cap $1.84B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
11Tracked holders
-2Δ holders
31.57MShares held
$701.73MReported value
+1New positions
−3Exits
Strongly Falling Conviction score 32/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -15.4% · share flow -14.1% · net new positions -18.2%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

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 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) 11.30M $251.30M 0.0% n/c 1 SEC ↗
2 Fidelity (FMR) 11.30M $251.30M 0.0% n/c 1 SEC ↗
3 Fidelity (FMR) 11.30M $251.30M 0.0% n/c 1 SEC ↗
4 Fidelity (FMR) 11.30M $251.30M 0.0% n/c 1 SEC ↗
5 The Vanguard Group (passive) 7.19M $159.83M 0.0% n/c 1 SEC ↗
6 The Vanguard Group (passive) 7.19M $159.83M 0.0% n/c 1 SEC ↗
7 The Vanguard Group (passive) 7.19M $159.83M 0.0% n/c 1 SEC ↗
8 The Vanguard Group (passive) 7.19M $159.83M 0.0% n/c 1 SEC ↗
9 The Vanguard Group (passive) 7.19M $159.83M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
13 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
16 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
17 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
18 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
19 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
20 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
21 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
22 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
23 BlackRock (passive) 5.83M $129.63M 0.0% n/c 1 SEC ↗
24 Geode Capital Management (passive) 1.92M +0.5% $42.61M 0.0% ▲ Add 5 SEC ↗
25 Geode Capital Management (passive) 1.92M +0.5% $42.61M 0.0% ▲ Add 5 SEC ↗
26 State Street Global Advisors (passive) 1.86M +1.6% $41.25M 0.0% ▲ Add 3 SEC ↗
27 Glenview Capital 1.53M New $33.99M 1.0% New 1 SEC ↗
28 Norges Bank (passive) 1.20M +66.9% $26.61M 0.0% ▲ Add 5 SEC ↗
29 Millennium Management 400.13K +97.8% $8.89M 0.0% ▲ Add 3 SEC ↗
30 Citadel Advisors 248.97K -29.5% $5.53M 0.0% ▼ Trim 5 SEC ↗
31 T. Rowe Price 75.41K +6.0% $1.68M 0.0% ▲ Add 5 SEC ↗
32 Two Sigma Investments 17.90K -35.4% $397,850 0.0% ▼ Trim 5 SEC ↗

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

New buyers

Glenview Capital $33.99M 1.0%

Exited

Wellington Management $168.43M was 0.0%
Point72 Asset Management $4.27M was 0.0%
Marshall Wace $925,562 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 2025 · Methodology · Get this via the API