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Security record · archived quarter

SGRY

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

15.75 -0.9% mkt cap $2.06B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
81Tracked holders
-1Δ holders
77.19MShares held
$1.19BReported value
+2New positions
−2Exits
Stable Conviction score 55/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.2% · share flow -1.3% · net new positions 0.0% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 +1 209.28K $2.77M +1 n/a
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 n/a −3
Q2 2024 12 n/a 15.72M $374.09M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Janus Henderson Group Plc 13.54M n/a $209.16M 0.1% n/c 1 SEC ↗ ×3
2 UBS Group AG 7.80M n/a $120.57M 0.0% n/c 1 SEC ↗ ×4
3 The Vanguard Group ✦ (passive) 7.57M -0.6% $116.89M 0.0% ▼ Trim 3 SEC ↗ ×5
4 Fidelity (FMR) ✦ 6.58M -37.3% $101.58M 0.0% ▼ Trim 3 SEC ↗ ×4
5 BlackRock ✦ (passive) 5.69M +0.6% $87.93M 0.0% ▲ Add 3 SEC ↗ ×14
6 Dimensional Fund Advisors Lp 4.91M n/a $75.81M 0.0% n/c 1 SEC ↗ ×5
7 Clearbridge Investments, LLC 4.23M n/a $65.33M 0.1% n/c 1 SEC ↗
8 Hsbc Holdings Plc 3.86M n/a $60.30M 0.0% n/c 1 SEC ↗ ×8
9 Glenview Capital ✦ 3.86M +51.5% $59.61M 1.3% ▲ Add 3 SEC ↗
10 Goldman Sachs Group ✦ 1.96M +528.2% $30.28M 0.0% ▲ Add 2 SEC ↗ ×2
11 Geode Capital Management ✦ (passive) 1.94M +0.6% $30.03M 0.0% ▲ Add 7 SEC ↗ ×2
12 State Street Global Advisors ✦ (passive) 1.87M +1.0% $28.94M 0.0% ▲ Add 5 SEC ↗
13 Nomura Holdings Inc 1.72M n/a $26.58M 0.1% n/c 1 SEC ↗ ×2
14 Morgan Stanley ✦ 1.14M +14.4% $17.63M 0.0% ▲ Add 2 SEC ↗ ×6
15 UBS AM, a distinct business unit of… 1.10M n/a $17.00M 0.0% n/c 1 SEC ↗ ×8
16 Charles Schwab Investment… 990.65K n/a $15.31M 0.0% n/c 1 SEC ↗
17 Victory Capital Management Inc 767.73K n/a $11.86M 0.0% n/c 1 SEC ↗
18 Raymond James Financial Inc 701.09K n/a $10.83M 0.0% n/c 1 SEC ↗ ×2
19 Northern Trust Corp 650.43K n/a $10.05M 0.0% n/c 1 SEC ↗ ×5
20 Manufacturers Life Insurance… 636.73K n/a $9.84M 0.0% n/c 1 SEC ↗
21 Bank Of America Corp /De/ 626.48K n/a $9.68M 0.0% n/c 1 SEC ↗ ×6
22 Citadel Advisors ✦ 589.82K +1606.7% $9.11M 0.0% ▲ Add 7 SEC ↗
23 LMR Partners LLP 360.31K n/a $5.57M 0.1% n/c 1 SEC ↗
24 Man Group plc 328.79K n/a $5.08M 0.0% n/c 1 SEC ↗
25 Bank of New York Mellon Corp 308.56K n/a $4.77M 0.0% n/c 1 SEC ↗ ×5
26 Jane Street Group, Llc 287.38K n/a $4.44M 0.0% n/c 1 SEC ↗ ×3
27 Barclays Plc 246.97K n/a $3.82M 0.0% n/c 1 SEC ↗ ×3
28 Norges Bank ✦ (passive) 223.74K New $3.46M 0.0% New 1 SEC ↗
29 Invesco Ltd. 183.36K n/a $2.83M 0.0% n/c 1 SEC ↗ ×5
30 Susquehanna International Group, Llp 181.34K n/a $2.80M 0.0% n/c 1 SEC ↗ ×2
31 Nuveen, LLC 165.75K n/a $2.56M 0.0% n/c 1 SEC ↗ ×2
32 Deutsche Bank Ag\ 159.91K n/a $2.47M 0.0% n/c 1 SEC ↗ ×2
33 Swiss National Bank 151.80K n/a $2.35M 0.0% n/c 1 SEC ↗
34 State Of Wisconsin Investment Board 151.50K n/a $2.34M 0.0% n/c 1 SEC ↗
35 JPMorgan Chase ✦ 145.42K -77.5% $2.25M 0.0% ▼ Trim 2 SEC ↗ ×3
36 Walleye Trading LLC 134.61K n/a $2.08M 0.0% n/c 1 SEC ↗
37 Principal Financial Group Inc 121.52K n/a $1.88M 0.0% n/c 1 SEC ↗ ×2
38 Bnp Paribas Financial Markets 116.36K n/a $1.80M 0.0% n/c 1 SEC ↗
39 TD Waterhouse Canada Inc. 115.34K n/a $1.78M 0.0% n/c 1 SEC ↗
40 Rhumbline Advisers 100.15K n/a $1.55M 0.0% n/c 1 SEC ↗
41 Wells Fargo & Company/Mn 91.50K n/a $1.41M 0.0% n/c 1 SEC ↗ ×3
42 Alliancebernstein L.P. 87.81K n/a $1.36M 0.0% n/c 1 SEC ↗
43 T. Rowe Price ✦ 86.65K +10.4% $1.34M 0.0% ▲ Add 7 SEC ↗
44 California State Teachers… 82.07K n/a $1.27M 0.0% n/c 1 SEC ↗
45 Legal & General Group Plc 74.80K n/a $1.16M 0.0% n/c 1 SEC ↗ ×3
46 American Century Companies Inc 69.10K n/a $1.07M 0.0% n/c 1 SEC ↗
47 Holocene Advisors, LP 46.90K n/a $724,651 0.0% n/c 1 SEC ↗
48 MIRAE ASSET GLOBAL ETFS HOLDINGS… 35.90K n/a $554,701 0.0% n/c 1 SEC ↗
49 Marshall Wace ✦ 30.81K -19.4% $476,076 0.0% ▼ Trim 2 SEC ↗ ×3
50 Cerity Partners LLC 30.00K n/a $463,577 0.0% n/c 1 SEC ↗ ×2
51 Simplex Trading, Llc 29.36K n/a $453,565 0.0% n/c 1 SEC ↗
52 Envestnet Asset Management Inc 27.79K n/a $429,309 0.0% n/c 1 SEC ↗
53 Zurcher Kantonalbank (Zurich… 26.15K n/a $403,987 0.0% n/c 1 SEC ↗
54 LPL Financial LLC 25.41K n/a $392,538 0.0% n/c 1 SEC ↗
55 New York State Common Retirement… 23.44K n/a $362,117 0.0% n/c 1 SEC ↗
56 Group One Trading Llc 20.86K n/a $322,349 0.0% n/c 1 SEC ↗
57 Franklin Resources Inc 20.49K n/a $316,540 0.0% n/c 1 SEC ↗
58 State Board Of Administration Of… 19.27K n/a $297,768 0.0% n/c 1 SEC ↗
59 Hrt Financial Lp 17.70K n/a $273,000 0.0% n/c 1 SEC ↗
60 Td Asset Management Inc 16.18K n/a $249,981 0.0% n/c 1 SEC ↗
61 Quantinno Capital Management LP 15.43K n/a $238,316 0.0% n/c 1 SEC ↗
62 ProShare Advisors LLC 14.13K n/a $218,386 0.0% n/c 1 SEC ↗
63 Voya Investment Management Llc 13.84K n/a $213,859 0.0% n/c 1 SEC ↗
64 Millennium Management ✦ 13.11K New $202,580 0.0% New 1 SEC ↗
65 Captrust Financial Advisors 11.73K n/a $181,228 0.0% n/c 1 SEC ↗
66 Pictet Asset Management Holding SA 11.53K n/a $178,108 0.0% n/c 1 SEC ↗
67 Royal Bank Of Canada 9.83K n/a $152,000 0.0% n/c 1 SEC ↗ ×6
68 Citigroup Inc 8.07K n/a $124,636 0.0% n/c 1 SEC ↗ ×3
69 Toronto Dominion Bank 7.10K n/a $109,695 0.0% n/c 1 SEC ↗
70 Russell Investments Group, Ltd. 6.13K n/a $94,646 0.0% n/c 1 SEC ↗
71 Rockefeller Capital Management L.P. 1.94K n/a $29,942 0.0% n/c 1 SEC ↗ ×2
72 BNP Paribas Asset Management… 916 n/a $14,000 0.0% n/c 1 SEC ↗
73 Nomura Asset Management Co Ltd 900 n/a $13,905 0.0% n/c 1 SEC ↗
74 Pnc Financial Services Group, Inc. 856 n/a $13,225 0.0% n/c 1 SEC ↗ ×4
75 Jones Financial Companies Lllp 753 n/a $11,634 0.0% n/c 1 SEC ↗
76 Osaic Holdings, Inc. 733 n/a $11,323 0.0% n/c 1 SEC ↗
77 Optiver Holding B.V. 193 n/a $2,982 0.0% n/c 1 SEC ↗
78 Northwestern Mutual Wealth… 175 n/a $2,704 0.0% n/c 1 SEC ↗
79 Cwm, Llc 145 n/a $2,000 0.0% n/c 1 SEC ↗
80 Us Bancorp \De\ 90 n/a $1,391 0.0% n/c 1 SEC ↗
81 Fifth Third Bancorp 75 n/a $1,159 0.0% n/c 1 SEC ↗

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

New buyers

Norges Bank $3.46M 0.0%
Millennium Management $202,580 0.0%

Exited

Renaissance Technologies $5.67M was 0.0%
Two Sigma Investments $476,816 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
Oct 13 SC 13G: GLENVIEW CAPITAL MANAGEMENT, LLC

View original SEC filing ↗

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: Q4 2025 · Methodology · Get this via the API