Security record
SGRY
Surgery Partners, Inc. · Healthcare · Medical - Care Facilities
79Tracked holders
+1Δ holders
54.69MShares held
$917.44MReported value
+7New positions
−6Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 8.57M | -15.9% | $144.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 8.57M | -15.9% | $144.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 8.57M | -15.9% | $144.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | UBS Group AG | 8.57M | -15.9% | $144.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 8.57M | -15.9% | $144.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 6.24M | +10.3% | $104.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 4.94M | -6.7% | $83.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 4.94M | -6.7% | $83.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 4.94M | -6.7% | $83.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 4.94M | -6.7% | $83.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 4.94M | -6.7% | $83.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Clearbridge Investments, LLC | 3.82M | -7.2% | $64.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Vanguard Capital Management Llc | 3.51M | +2.3% | $58.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Hsbc Holdings Plc | 2.96M | +54.5% | $48.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 2.96M | +54.5% | $48.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Hsbc Holdings Plc | 2.96M | +54.5% | $48.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Hsbc Holdings Plc | 2.96M | +54.5% | $48.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.15M | -1.9% | $36.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.15M | -1.9% | $36.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.15M | -1.9% | $36.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.15M | -1.9% | $36.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | State Street Global Advisors ✦ (passive) | 2.14M | +9.6% | $35.97M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 2.12M | +5.7% | $35.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passive) | 2.12M | +5.7% | $35.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 38 | Nomura Holdings Inc | 1.53M | +110.9% | $25.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 1.47M | -7.4% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 1.47M | -7.4% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 1.47M | -7.4% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 1.47M | -7.4% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 1.47M | -7.4% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 1.47M | -7.4% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 1.47M | -7.4% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 1.47M | -7.4% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | LMR Partners LLP | 1.36M | +23.7% | $22.86M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.23M | +21.8% | $20.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.23M | +21.8% | $20.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 1.23M | +21.8% | $20.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 1.23M | +21.8% | $20.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 1.23M | +21.8% | $20.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 1.23M | +21.8% | $20.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | Bank Of America Corp /De/ | 1.21M | -2.2% | $20.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 1.21M | -2.2% | $20.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 1.21M | -2.2% | $20.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 1.21M | -2.2% | $20.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 1.21M | -2.2% | $20.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Victory Capital Management Inc | 1.08M | +42.5% | $18.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Charles Schwab Investment… | 1.08M | -2.3% | $18.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 1.08M | -15.7% | $18.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 1.08M | -15.7% | $18.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | Raymond James Financial Inc | 867.78K | +8.8% | $14.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Raymond James Financial Inc | 867.78K | +8.8% | $14.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Oaktree Capital Management ✦ | 862.59K | New | $14.49M | 0.4% | New | 1 | SEC ↗ |
| 66 | Northern Trust Corp | 741.58K | +9.3% | $12.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Northern Trust Corp | 741.58K | +9.3% | $12.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Northern Trust Corp | 741.58K | +9.3% | $12.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Northern Trust Corp | 741.58K | +9.3% | $12.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Man Group plc | 697.55K | -26.3% | $11.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Manufacturers Life Insurance… | 653.47K | +2.4% | $10.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 320.21K | +6.4% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 320.21K | +6.4% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 320.21K | +6.4% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 320.21K | +6.4% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 320.21K | +6.4% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 320.29K | -4.8% | $5.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 320.29K | -4.8% | $5.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 320.29K | -4.8% | $5.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 320.29K | -4.8% | $5.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 81 | Citadel Advisors ✦ | 291.28K | -27.5% | $4.89M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 82 | Invesco Ltd. | 203.36K | -2.7% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Invesco Ltd. | 203.36K | -2.7% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Invesco Ltd. | 203.36K | -2.7% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Invesco Ltd. | 203.36K | -2.7% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Invesco Ltd. | 203.36K | -2.7% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Nuveen, LLC | 191.49K | +14.8% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Nuveen, LLC | 191.49K | +14.8% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Nuveen, LLC | 191.49K | +14.8% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | TD Waterhouse Canada Inc. | 166.41K | +19.9% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Td Asset Management Inc | 158.09K | +139.8% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Swiss National Bank | 155.80K | +1.5% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Tudor Investment Corp Et Al | 153.93K | -43.0% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Principal Financial Group Inc | 150.94K | +7.4% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Principal Financial Group Inc | 150.94K | +7.4% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | First Trust Advisors Lp | 141.09K | +246.3% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Allianz Asset Management GmbH | 140.00K | New | $2.35M | 0.0% | New | 1 | SEC ↗ |
| 98 | Holocene Advisors, LP | 136.33K | +11.5% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Renaissance Technologies ✦ | 130.10K | New | $2.19M | 0.0% | New | 1 | SEC ↗ |
| 100 | T. Rowe Price ✦ | 126.06K | +28.1% | $2.12M | 0.0% | ▲ Add | 9 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Oaktree Capital Management | $14.49M | 0.4% |
| Allianz Asset Management GmbH | $2.35M | 0.0% |
| Renaissance Technologies | $2.19M | 0.0% |
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.
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
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: Q2 2026 ·
Methodology ·
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