Security record · archived quarter
SGRY
Surgery Partners, Inc. · Healthcare · Medical - Care Facilities
81Tracked holders
+1Δ holders
68.48MShares held
$816.28MReported value
+7New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +1.2% ·
share flow -6.0% ·
net new positions 0.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | 13.54M | 0.0% | $161.40M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | UBS Group AG | 10.19M | +30.6% | $121.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | BlackRock ✦ (passive) | 5.66M | -0.5% | $67.48M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 4 | Dimensional Fund Advisors Lp | 5.30M | +8.0% | $63.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | Clearbridge Investments, LLC | 4.12M | -2.6% | $49.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Vanguard Capital Management Llc | 3.43M | n/a | $40.90M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 2.19M | -66.7% | $26.12M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 8 | Geode Capital Management ✦ (passive) | 2.00M | +3.0% | $23.87M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | State Street Global Advisors ✦ (passive) | 1.95M | +4.3% | $23.29M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Hsbc Holdings Plc | 1.92M | -50.4% | $22.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Glenview Capital ✦ | 1.80M | -53.3% | $21.46M | 0.6% | ▼ Trim | 4 | SEC ↗ |
| 12 | UBS AM, a distinct business unit of… | 1.59M | +44.4% | $18.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 13 | Goldman Sachs Group ✦ | 1.28M | -34.7% | $15.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 1.24M | +97.9% | $14.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Charles Schwab Investment… | 1.11M | +11.8% | $13.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | LMR Partners LLP | 1.10M | +205.3% | $13.11M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.01M | -11.3% | $12.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 18 | Man Group plc | 946.52K | +187.9% | $11.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 797.79K | +13.8% | $9.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Victory Capital Management Inc | 760.34K | -1.0% | $9.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Nomura Holdings Inc | 723.24K | -58.0% | $8.62M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Northern Trust Corp | 678.64K | +4.3% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | Manufacturers Life Insurance… | 638.05K | +0.2% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Millennium Management ✦ | 423.84K | +3132.5% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 401.55K | -31.9% | $4.79M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 336.38K | +131.3% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Bank of New York Mellon Corp | 301.02K | -2.4% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 28 | Bnp Paribas Financial Markets | 281.35K | +141.8% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Tudor Investment Corp Et Al | 270.15K | New | $3.22M | 0.0% | New | 1 | SEC ↗ |
| 30 | Invesco Ltd. | 208.92K | +13.9% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 31 | Nuveen, LLC | 166.80K | +0.6% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Swiss National Bank | 153.50K | +1.1% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 138.85K | +20.4% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Principal Financial Group Inc | 140.57K | +15.7% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | State Of Wisconsin Investment Board | 140.37K | -7.3% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Holocene Advisors, LP | 122.26K | +160.7% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Alliancebernstein L.P. | 87.81K | 0.0% | $1.36M | 0.0% | Held | 2 | SEC ↗ |
| 38 | California State Teachers… | 113.67K | +38.5% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rhumbline Advisers | 99.83K | -0.3% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 98.41K | +13.6% | $1.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 82.52K | +435.0% | $983,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 72.23K | -54.8% | $860,958 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Jane Street Group, Llc | 71.79K | -75.0% | $855,737 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Corient Private Wealth LP | 71.73K | New | $855,058 | 0.0% | New | 1 | SEC ↗ |
| 45 | Legal & General Group Plc | 70.93K | -5.2% | $845,534 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 46 | Td Asset Management Inc | 65.92K | +307.4% | $785,766 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Cerity Partners LLC | 50.02K | +66.7% | $596,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 47.30K | -73.9% | $563,864 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Barclays Plc | 45.12K | -81.7% | $537,891 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | First Trust Advisors Lp | 40.74K | New | $485,596 | 0.0% | New | 1 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 38.45K | -58.0% | $458,300 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 36.29K | +1.1% | $432,589 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | LPL Financial LLC | 35.94K | +41.5% | $428,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | IMC-Chicago, LLC | 31.68K | New | $377,578 | 0.0% | New | 1 | SEC ↗ |
| 55 | Envestnet Asset Management Inc | 28.15K | +1.3% | $335,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Zurcher Kantonalbank (Zurich… | 26.15K | 0.0% | $311,684 | 0.0% | Held | 2 | SEC ↗ |
| 57 | New York State Common Retirement… | 23.44K | 0.0% | $279,381 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Franklin Resources Inc | 20.49K | 0.0% | $244,217 | 0.0% | Held | 2 | SEC ↗ |
| 59 | State Board Of Administration Of… | 19.27K | 0.0% | $229,734 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Jones Financial Companies Lllp | 14.27K | +1795.6% | $164,008 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Voya Investment Management Llc | 13.59K | -1.8% | $161,969 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Creative Planning | 13.25K | New | $157,976 | 0.0% | New | 1 | SEC ↗ |
| 63 | Marshall Wace ✦ | 12.83K | -58.4% | $152,886 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 64 | Citigroup Inc | 12.28K | +52.3% | $146,426 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | Prudential Financial Inc | 12.03K | New | $143,338 | 0.0% | New | 1 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 11.95K | New | $142,481 | 0.0% | New | 1 | SEC ↗ ×4 |
| 67 | Pictet Asset Management Holding SA | 11.53K | 0.0% | $137,414 | 0.0% | Held | 2 | SEC ↗ |
| 68 | ProShare Advisors LLC | 11.21K | -20.7% | $133,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Royal Bank Of Canada | 6.58K | -33.0% | $79,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 70 | Russell Investments Group, Ltd. | 5.92K | -3.4% | $70,530 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 71 | Fifth Third Bancorp | 4.07K | +5324.0% | $48,489 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Rockefeller Capital Management L.P. | 3.84K | +98.3% | $45,809 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 73 | Pnc Financial Services Group, Inc. | 2.91K | +239.6% | $34,652 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 74 | Simplex Trading, Llc | 2.80K | -90.5% | $33,352 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | BNP Paribas Asset Management… | 1.24K | +35.4% | $14,781 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Nomura Asset Management Co Ltd | 900 | 0.0% | $10,728 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Cwm, Llc | 691 | +376.6% | $8,237 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Us Bancorp \De\ | 466 | +417.8% | $5,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Optiver Holding B.V. | 361 | +87.0% | $4,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 192 | -73.8% | $2,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Northwestern Mutual Wealth… | 175 | 0.0% | $2,086 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Tudor Investment Corp Et Al | $3.22M | 0.0% |
| Corient Private Wealth LP | $855,058 | 0.0% |
| First Trust Advisors Lp | $485,596 | 0.0% |
| IMC-Chicago, LLC | $377,578 | 0.0% |
| Creative Planning | $157,976 | 0.0% |
| Prudential Financial Inc | $143,338 | 0.0% |
| AQR Capital Management | $142,481 | 0.0% |
Exited
| Norges Bank | $3.46M | was 0.0% |
| Walleye Trading LLC | $2.08M | was 0.0% |
| American Century Companies Inc | $1.07M | was 0.0% |
| Group One Trading Llc | $322,349 | was 0.0% |
| Hrt Financial Lp | $273,000 | was 0.0% |
| Captrust Financial Advisors | $181,228 | was 0.0% |
| Toronto Dominion Bank | $109,695 | 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.
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
Oct 13
SC 13G: GLENVIEW CAPITAL MANAGEMENT, LLC
Aug 14
SC 13G: KING STREET CAPITAL MANAGEMENT, L.P.
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: Q1 2026 ·
Methodology ·
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