Institutional Ownership Surgery Partners, Inc. (SGRY)
This table provides information about the institutional ownership of Surgery Partners, Inc. (SGRY). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bain Capital Investors LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
49,946,972
shares
|
$1.06 Billion
52.92% of portfolio
|
Q4 2023
Reduced 14.25%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,846,001
shares
|
$209 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,636,766
shares
|
$162 Million
0.0% of portfolio
|
Q2 2024
Added 20.11%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
7,446,133
shares
|
$158 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
5,497,368
shares
|
$117 Million
0.09% of portfolio
|
Q3 2024
Added 27.46%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,501,055
shares
|
$95.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
3,014,049
shares
|
$64 Million
0.02% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,770,330
shares
|
$58.8 Million
0.02% of portfolio
|
Q3 2024
Added 174.46%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,864,346
shares
|
$39.6 Million
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,799,054
shares
|
$38.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,780,287
shares
|
$37.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 62.18%
|
|
|
King Street Capital Management, L.P.
New York, NY |
Nov 18, 2024 Q3 2024 |
1,450,000
shares
|
$30.8 Million
41.36% of portfolio
|
Q3 2024
New holding
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
1,330,399
shares
|
$28.2 Million
0.04% of portfolio
|
Q3 2024
Added 140.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,157,188
shares
|
$24.6 Million
0.01% of portfolio
|
Q3 2024
Added 161.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,076,564
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
886,088
shares
|
$18.8 Million
0.71% of portfolio
|
Q3 2024
Added 31.04%
|
|
|
Avidity Partners Management LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
827,000
shares
|
$17.5 Million
1.64% of portfolio
|
Q3 2024
Reduced 36.7%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
772,746
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
746,133
shares
|
$15.8 Million
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Thorn Tree Capital Partners LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
736,999
shares
|
$15.6 Million
4.72% of portfolio
|
Q3 2024
Reduced 26.3%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
689,024
shares
|
$14.6 Million
0.16% of portfolio
|
Q3 2024
Added 50.86%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
687,283
shares
|
$14.6 Million
0.01% of portfolio
|
Q3 2024
Added 41.28%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Nov 13, 2024 Q3 2024 |
599,861
shares
|
$12.7 Million
1.53% of portfolio
|
Q3 2024
Added 16.03%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
578,548
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
555,035
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.08%
|