Who Owns Surgery Partners Stock?
NASDAQ: SGRYHealth CareHospital/Nursing ManagementUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
After hours: 13.89 0.00%
Ownership breakdown
- Held by institutions
- 121.26%
- Institutions (% of float)
- 123.48%
- Held by insiders
- 1.80%
- Institutional holders
- 264
- Institutions 98.2%
- Insiders 1.8%
- Public and other 0.0%
Who owns Surgery Partners stock?
Institutional investors own about 121.3% of Surgery Partners's shares, spread across 264 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 1.80% of SGRY.
The largest institutional holders are Bain Capital Investors Llc (38.15%), Jupiter Topco LLC (10.60%) and Pentwater Capital Management Lp (8.88%). Together, the top 10 institutions control 87.6% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their SGRY positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SGRY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Bain Capital Investors Llc | 49.95M | 38.15% | 0.0% |
| Jupiter Topco LLC | 13.88M | 10.60% | +100.0% |
| Pentwater Capital Management Lp | 11.63M | 8.88% | -8.1% |
| UBS Group AG | 8.57M | 6.55% | -15.9% |
| Blackrock Inc. | 6.24M | 4.77% | +10.3% |
| King Street Capital Management, LP | 6.06M | 4.63% | -40.8% |
| T. Rowe Price Investment Management, Inc. | 5.92M | 4.52% | +203.4% |
| Dimensional Fund Advisors LP | 4.94M | 3.78% | -6.7% |
| ClearBridge Investments, LLC | 3.82M | 2.92% | -7.2% |
| Vanguard Portfolio Management LLC | 3.74M | 2.85% | +3.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SGRY
| Fund | Shares | % Held |
|---|---|---|
| JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund | 13.26M | 10.13% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.48M | 1.90% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 2.10M | 1.60% |
| iShares Trust-iShares Russell 2000 ETF | 2.05M | 1.57% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.80M | 1.37% |
| Legg Mason Partners Investment Trust-ClearBridge Select Fund | 1.59M | 1.22% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 1.40M | 1.07% |
| Legg Mason Partners Investment Trust-ClearBridge Small Cap Growth Fund | 1.24M | 0.94% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.14M | 0.87% |
| T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd. | 1.13M | 0.86% |
Frequently asked questions
Who is the largest shareholder of Surgery Partners?
Bain Capital Investors Llc is the largest institutional shareholder of SGRY, owning 38.15% of shares outstanding (49.95M shares) as of its latest 13F filing.
What percentage of Surgery Partners is owned by institutions?
Institutions own about 121.3% of SGRY shares and 123.5% of the public float.
How much of Surgery Partners do insiders own?
Insiders, such as officers and directors, own about 1.80% of SGRY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.