Surgery Partners, Inc. SGRY

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23.25 USD +0.12 (+0.50%)

Nov 4, 2026, 2:51 PM EST

23.18 Day range 23.27
11.41 52-week range 23.37
YTD
+50.45%
1 year
+5.66%

Held by funds

99 US ETFs and mutual funds hold SGRY · largest positions

Funds holding SGRY, by value held
FundValue heldWeight in fund
DFSV $54.72M0.20%
IWM $47.69M0.06%
VTI $34.41M0.00%
DFAT $28.51M0.09%
VB $24.54M0.01%
NJM $24.53M0.03%
DFAS $20.16M0.06%
IWN $17.42M0.12%
VBR $15.96M0.02%
FSSNX $12.16M0.04%
VXF $12.15M0.01%
FNDA $11.73M0.13%
SCHA $9.64M0.04%
NAJ $8.91M0.06%
DFMC $6.99M0.09%
DFAC $6.57M0.01%
VTWO $6.51M0.04%
XHS $6.34M2.74%
PSC $4.67M0.17%
PRFZ $4.11M0.15%

Ownership

Held by insiders 1.82%
Held by institutions 128.76%
Float held by institutions 131.15%
Institutions 267

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Bain Capital Investors Llc38.15%49,946,9721.16BJun 29, 2026
Jupiter Topco LLC10.60%13,882,155321.09MJun 29, 2026
Pentwater Capital Management Lp8.88%11,630,000269.00MJun 29, 2026
UBS Group AG6.55%8,573,413198.30MJun 29, 2026
Blackrock Inc.4.77%6,241,503144.37MJun 29, 2026
King Street Capital Management, LP4.63%6,058,141140.12MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund10.13%13,258,236306.66MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund1.90%2,481,03457.39MJun 29, 2026
T. Rowe Price Small-Cap Stock Fund, Inc.1.60%2,097,59048.52MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF1.58%2,063,09047.72MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.37%1,798,43941.60MJun 29, 2026
Legg Mason Partners Investment Trust-ClearBridge Select Fund1.22%1,594,77436.89MJul 30, 2026
SGRY insiders
InsiderRelationLatest transactionDateShares held
BALDOCK JENNIFER BOYDOfficerSaleMar 11, 2026326,474
BANE HARRISON ROfficerSaleSep 3, 2025117,181
BRITTENHAM MARISSAOfficerSaleMar 12, 202694,196
BURKHALTER DANIELLEOfficerSaleMar 12, 202676,864
DEVEYDT WAYNE SOfficer and DirectorStock Award(Grant)Mar 20, 2025105,203
DOHERTY DAVID T.Chief Financial OfficerSaleMar 15, 2026221,679