$SGRY

$23.36 +$0.00 (0.0%) After hours

$SGRY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 130.9M shares outstanding

Who owns SGRY?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 172.7%

Hendrix Blair E 82.7% · Bain Capital Investors LLC 38.2%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

186

+4 vs last qtr

Net shares bought

−1.4M

by institutions in Q2 2026

New / sold out

35 / 31

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +13.9M
T. Rowe Price Investment Management, Inc. +4.0M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −13.5M
King Street Capital Management, L.P. −4.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.31M

13 notices from 6 people

Shares covered

98.9K

0.08% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jason Eric Evans Director $413K
David Doherty Officer $313K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2015–FY2025

+239.5%

+14.55% a year

Each share's claim on the business

−70.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$2M vs $144M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years63% 3–5 years0% 1–3 years17% Under 1 year20%

Quarterly turnover

16.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SGRY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BC Bain Capital Investors LLC	49.9M	38.15%	Unchanged	≤2021	17.4%
Shares held by quarter Peak holding49.9M (Q3'24) Change over 8 quarters0 Share of the company38.150% Bain Capital Investors LLC's full portfolio →
JT Jupiter Topco LLC	13.9M	10.60%	NEW	Q2 '26	0.1%
Shares held by quarter Peak holding13.9M (Q2'26) Change over 8 quarters+13.9M Share of the company10.600% Jupiter Topco LLC's full portfolio →

Bain Capital Investors LLC

49.9M

% of company

38.15%

Change vs last qtr

Unchanged

Held since

≤2021

Jupiter Topco LLC

13.9M

% of company

10.60%

Change vs last qtr

NEW

Held since

Q2 '26

28 more super investors behind a free account

See every manager holding Surgery Partners, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SGRY on Form N-PORT; together they hold 32.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
JH Janus Henderson Contrarian Fund Janus Investment Fund	$223M	13.3M	10.13%	4.06%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$41.7M	2.5M	1.90%	0.00%	June 30, 2026

Janus Henderson Contrarian Fund

Janus Investment Fund

Position value

$223M

% of company

10.13%

% of the fund

4.06%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$41.7M

% of company

1.90%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Surgery Partners, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HB Hendrix Blair E Insider	108.2M	82.68%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company82.680% Hendrix Blair E's insider activity →
BS BCPE Seminole Holdings LP 5%+ holder 13D · 8.2%	10.7M	8.18%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.180% Disclosed stake13D · 8.2% View the 13D/G filing →

Hendrix Blair E

Insider

108.2M

% of company

82.68%

Change vs last qtr

—

Held since

—

BCPE Seminole Holdings LP

5%+ holder13D · 8.2%

10.7M

% of company

8.18%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Surgery Partners, Inc..

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