Surgery Partners, Inc.
Surgery Partners, Inc. (SGRY) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · SGRY · as of Sep 30, 2024
Ownership Breakdown
198
Institutional Holders
▲ 9 vs Q2
$4.45B
Total Inst. Value
▲ $1.07B vs Q2
130.79M
Shares Outstanding
freeFloat 59.68%
137.92M
13F Shares Held
▼ 3.96M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
SGRY largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BAIN CAPITAL INVESTORS LLC services-general medical & surgical hospitals, nec | 49.95M | 39.59% | 39.59% | $1.61T | Nov 14, 2024 | — held |
FMR LLC services-general medical & surgical hospitals, nec | 18.31M | 14.51% | 14.51% | $590.37B | Nov 13, 2024 | ▲ 546.9K |
WELLINGTON MANAGEMENT GROUP LLP services-general medical & surgical hospitals, nec | 9.85M | 7.80% | 7.80% | $317.44B | Nov 14, 2024 | ▼ 617.6K |
BLACKROCK, INC. services-general medical & surgical hospitals, nec | 7.65M | 6.07% | 6.07% | $246.72B | Nov 13, 2024 | NEW |
VANGUARD GROUP INC services-general medical & surgical hospitals, nec | 7.45M | 5.90% | 5.90% | $240.06B | Nov 13, 2024 | ▼ 24.9K |
JANUS HENDERSON GROUP PLC services-general medical & surgical hospitals, nec | 5.50M | 4.36% | 4.36% | $177.23B | Nov 14, 2024 | ▲ 1.18M |
CLEARBRIDGE INVESTMENTS, LLC services-general medical & surgical hospitals, nec | 4.50M | 3.57% | 3.57% | $145.11B | Nov 12, 2024 | ▼ 1.08M |
DIMENSIONAL FUND ADVISORS LP services-general medical & surgical hospitals, nec | 3.01M | 2.39% | 2.39% | $97.17B | Nov 7, 2024 | ▲ 213.0K |
INVESCO LTD. services-general medical & surgical hospitals, nec | 2.77M | 2.20% | 2.20% | $89.32B | Nov 12, 2024 | ▲ 1.76M |
GEODE CAPITAL MANAGEMENT, LLC services-general medical & surgical hospitals, nec | 1.86M | 1.48% | 1.48% | $60.12B | Nov 12, 2024 | ▲ 42.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
23
Increased
+6.74M shares4
New Positions
first time holders21
Decreased
−7.29M shares0
Sold Out
fully exitedNet shares change (top 50)
546.2K
+6.74M / −7.29M
Net new holders
+6
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
SGRY insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
18
Buy transactions
12
Sell transactions
1.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Burkhalter Danielle Chief Human Resources Officer | Mar 13, 2026 | Sale | 3,469 | $12.83 | $44.5K | 76.9K | Form 4 ↗ |
Brittenham Marissa Chief Strategy Officer | Mar 13, 2026 | Sale | 3,657 | $12.54 | $45.9K | 94.2K | Form 4 ↗ |
Doherty David T Chief Financial Officer | Mar 16, 2026 | Sale | 8,867 | $12.50 | $110.8K | 221.7K | Form 4 ↗ |
Evans Jason Eric Chief Executive Officer | Mar 16, 2026 | Sale | 20,400 | $12.47 | $254.4K | 920.4K | Form 4 ↗ |
Baldock Jennifer Chief Admin & Dev Officer | Mar 12, 2026 | Sale | 5,798 | $13.17 | $76.4K | 326.5K | Form 4 ↗ |
Evans Jason Eric Chief Executive Officer | Mar 5, 2026 | Award | 136,363 | $14.11 | $1.92M | 940.8K | Form 4 ↗ |
Evans Jason Eric Chief Executive Officer | Mar 5, 2026 | Award | 141,743 | $14.11 | $2.00M | 804.4K | Form 4 ↗ |
Evans Jason Eric Chief Executive Officer | Mar 6, 2026 | Sale | 11,462 | $13.79 | $158.1K | 662.7K | Form 4 ↗ |
Doherty David T Chief Financial Officer | Mar 5, 2026 | Award | 30,501 | $14.11 | $430.4K | 230.5K | Form 4 ↗ |
Doherty David T Chief Financial Officer | Mar 5, 2026 | Award | 54,545 | $14.11 | $769.6K | 200.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Surgery Partners, Inc. (SGRY) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 40.32%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Surgery Partners, Inc. is BAIN CAPITAL INVESTORS LLC, holding approximately 49.95 million shares — equal to 39.59% of outstanding shares — as of September 30, 2024.
A total of 198 institutional investors currently hold SGRY stock, with a combined institutional value of approximately $4.45 billion as of the most recent 13F filing period.
Frequently asked questions
SGRY ownershipSurgery Partners, Inc. (SGRY) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is BAIN CAPITAL INVESTORS LLC with a 39.59% stake. Company insiders hold 40.32%. Data sourced from SEC Form 13F as of September 30, 2024.