SGRYNasdaqServices-General Medical & Surgical Hospitals, NECFiscal year ends December 31
Surgery Partners, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$14.71+0.10 (+0.68%)
Close on Oct 19, 2026
- Market cap
- $1.90B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
158M of 131M shares
Institutional holders
187
35 new, 27 sold out
Net institutional buying
12M
In Q2 2026
Insider trades, 12 months
2 buys · 12 sales
Net sold $979.35K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| King Street Capital Management, L.P. | 9,339,930 | 7.20% | 13G (passive) | Oct 30, 2025 |
| Wellington Management Group LLP | 7,091,756 | 5.60% | 13G (passive) | Mar 31, 2025 |
| Glenview Capital Management, LLC | 7,023,338 | 5.40% | 13G (passive) | Oct 6, 2026 |
| FMR LLC | 6,537,016 | 5.10% | 13G (passive) amendment | Dec 31, 2025 |
| BCPE Seminole Holdings II Intermediate LP | 30,055,197 | 23.60% | 13D (active) amendment | Jan 27, 2025 |
| BCPE Seminole Holdings II Intermediate, LP | 30,055,197 | 23.45% | 13D (active) amendment | Jun 16, 2025 |
| Janus Henderson Group PLC | 13,036,583 | 10.20% | 13G (passive) amendment | Sep 30, 2025 |
| Matthew Halbower | 12,655,000 | 9.70% | 13G (passive) amendment | Mar 31, 2026 |
| Pentwater Capital Management LP | 10,000,000 | 7.70% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SGRY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | 38.15% | $839.11M | – | 17.42% |
| Jupiter Topco LLC | 13,882,155 | 10.60% | $233.22M | New | 0.10% |
| Pentwater Capital Management LP | 11,630,000 | 8.88% | $195.38M | −1,025,000 | 1.19% |
| UBS Group AG | 8,573,413 | 6.55% | $144.03M | −1,618,368 | 0.02% |
| BlackRock, Inc. | 6,241,503 | 4.77% | $104.86M | +580,715 | 0.00% |
| King Street Capital Management, L.P. | 6,058,141 | 4.63% | $101.78M | −4,171,589 | 53.66% |
| T. Rowe Price Investment Management, Inc. | 5,916,197 | 4.52% | $99.39K | +3,966,477 | 0.07% |
| Dimensional Fund Advisors LP | 4,943,713 | 3.78% | $83.05M | −352,698 | 0.02% |
| Clearbridge Investments, LLC | 3,823,179 | 2.92% | $64.23M | −294,877 | 0.05% |
| Vanguard Portfolio Management LLC | 3,737,712 | 2.85% | $62.79M | +109,281 | 0.00% |
| Vanguard Capital Management LLC | 3,509,535 | 2.68% | $58.96M | +78,740 | 0.00% |
| Davidson Kempner Capital Management LP | 3,336,464 | 2.55% | $56.05M | – | 0.67% |
| Hsbc Holdings PLC | 2,958,912 | 2.26% | $48.91M | +1,043,244 | 0.02% |
| FMR LLC | 2,149,009 | 1.64% | $36.10M | −42,456 | 0.00% |
| State Street Corp | 2,140,905 | 1.64% | $35.97M | +187,127 | 0.00% |
| Geode Capital Management, LLC | 2,116,579 | 1.62% | $35.56M | +114,205 | 0.00% |
| Nomura Holdings Inc | 1,525,108 | 1.16% | $25.62M | +801,868 | 0.03% |
| UBS Asset Management Americas Inc | 1,471,492 | 1.12% | $24.72M | −117,876 | 0.00% |
| LMR Partners LLP | 1,360,587 | 1.04% | $22.86M | +260,587 | 0.09% |
| Morgan Stanley | 1,232,751 | 0.94% | $20.71M | +220,574 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 187 | 158M | 100.0% | 35 / 73 | 51 / 27 | 26M | 14M |
| Q1 2026 | 182 | 159M | 100.0% | 33 / 66 | 48 / 29 | 23M | 15M |
| Q4 2025 | 181 | 159M | 100.0% | 33 / 55 | 68 / 50 | 22M | 15M |
| Q3 2025 | 200 | 152M | 100.0% | 32 / 69 | 65 / 32 | 18M | 11M |
| Q2 2025 | 202 | 144M | 100.0% | 39 / 84 | 59 / 43 | 20M | 16M |
| Q1 2025 | 209 | 140M | 100.0% | 65 / 55 | 64 / 35 | 18M | 18M |
| Q4 2024 | 183 | 142M | 100.0% | 36 / 70 | 56 / 34 | 18M | 14M |
| Q3 2024 | 185 | 138M | 100.0% | 36 / 68 | 61 / 30 | 17M | 13M |
| Q2 2024 | 180 | 142M | 100.0% | 33 / 85 | 48 / 32 | 14M | 9M |
| Q1 2024 | 180 | 138M | 100.0% | 35 / 72 | 48 / 28 | 12M | 10M |
| Q4 2023 | 174 | 136M | 100.0% | 35 / 79 | 45 / 23 | 13M | 12M |
| Q3 2023 | 164 | 135M | 100.0% | 31 / 71 | 41 / 34 | 6M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SGRY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Janus Henderson Contrarian Fund | 13,258,236 | 10.13% | $222.74M | 4.06% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,481,034 | 1.90% | $41.68M | 0.00% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 2,097,590 | 1.60% | $35.24M | 0.38% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,084,803 | 1.59% | $35.02M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,798,439 | 1.37% | $30.21M | 0.02% | Jun 30, 2026 |
| ClearBridge Select Fund | 1,594,774 | 1.22% | $24.56M | 0.77% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 1,395,620 | 1.07% | $21.49M | 0.11% | Jul 31, 2026 |
| ClearBridge Small Cap Growth Fund | 1,236,408 | 0.94% | $19.04M | 1.00% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,140,030 | 0.87% | $19.15M | 0.03% | Jun 30, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 1,128,078 | 0.86% | $18.95M | 0.38% | Jun 30, 2026 |
| Select Health Care Services Portfolio | 1,056,357 | 0.81% | $14.11M | 1.75% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 883,040 | 0.67% | $14.84M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 873,939 | 0.67% | $13.46M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 738,268 | 0.56% | $12.40M | 0.09% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 701,256 | 0.54% | $11.78M | 0.11% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Wayne S. DeVeydt | Exec Chairman of the Board, Director | 105,203 | 0.08% | Mar 25, 2025 |
| Jason Eric Evans | Chief Executive Officer | 920,386 | 0.70% | Mar 16, 2026 |
| Danielle Burkhalter | Chief Human Resources Officer | 76,864 | 0.06% | Mar 16, 2026 |
| Marissa Brittenham | Chief Strategy Officer | 94,196 | 0.07% | Mar 16, 2026 |
| David T. Doherty | Chief Financial Officer | 221,679 | 0.17% | Mar 16, 2026 |
| Jennifer Baldock | Chief Admin & Dev Officer | 326,474 | 0.25% | Mar 16, 2026 |
| Justin Robert Oppenheimer | COO & National Group President | 120,259 | 0.09% | Mar 9, 2026 |
| William Trenton Webb | American Group President | 74,249 | 0.06% | Mar 9, 2026 |
| Harrison R. Bane | National Group President | 117,181 | 0.09% | Sep 8, 2025 |
| Teresa DeLuca | Director | 68,093 | 0.05% | Aug 20, 2026 |
| Blair E. Hendrix | Director | 49,999,867 | 38.19% | Jul 14, 2026 |
| Clifford G. Adlerz | Director | 69,104 | 0.05% | Jun 9, 2026 |
| Brent Turner | Director | 86,594 | 0.07% | Jun 9, 2026 |
| Lloyd H. Dean | Director | 11,670 | 0.01% | Jun 9, 2026 |
| John A. Deane | Director | 45,922 | 0.04% | Jun 9, 2026 |
| Laura L. Forese | Director | 18,531 | 0.01% | Jun 9, 2026 |
| Patricia Anne Maryland | Director | 24,583 | 0.02% | Aug 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Teresa DeLuca Director | Aug 18, 2026 | Buy | +11,250 | $14.33 | $161.21K | 68,093 |
| Teresa DeLuca Director | Aug 18, 2026 | Buy | +10,000 | $14.35 | $143.50K | 66,843 |
| Blair E. Hendrix Director | Jun 18, 2026 | Award | +34,364 | $14.55 | $500.00K | 52,895 |
| Laura L. Forese Director | Jun 5, 2026 | Award | +11,670 | $13.71 | $160.00K | 18,531 |
| Clifford G. Adlerz Director | Jun 5, 2026 | Award | +11,670 | $13.71 | $160.00K | 69,104 |
| Teresa DeLuca Director | Jun 5, 2026 | Award | +11,670 | $13.71 | $160.00K | 56,843 |
| John A. Deane Director | Jun 5, 2026 | Award | +11,670 | $13.71 | $160.00K | 45,922 |
| Brent Turner Director | Jun 5, 2026 | Award | +11,670 | $13.71 | $160.00K | 86,594 |
| Lloyd H. Dean Director | Jun 5, 2026 | Award | +11,670 | $13.71 | $160.00K | 11,670 |
| Blair E. Hendrix Director, 10% owner | Jun 5, 2026 | Award | +11,670 | $13.71 | $160.00K | 18,531 |
| David T. Doherty Chief Financial Officer | Mar 16, 2026 | Sale | −8,867 | $12.50 | $110.84K | 221,679 |
| Jason Eric Evans Chief Executive Officer | Mar 16, 2026 | Sale | −20,400 | $12.47 | $254.39K | 920,386 |
| Marissa Brittenham Chief Strategy Officer | Mar 13, 2026 | Sale | −3,657 | $12.54 | $45.86K | 94,196 |
| Danielle Burkhalter Chief Human Resources Officer | Mar 13, 2026 | Sale | −3,469 | $12.83 | $44.51K | 76,864 |
| Jennifer Baldock Chief Admin & Dev Officer | Mar 12, 2026 | Sale | −5,798 | $13.17 | $76.36K | 326,474 |
| Jason Eric Evans Chief Executive Officer | Mar 6, 2026 | Sale | −11,462 | $13.79 | $158.06K | 662,680 |
| Marissa Brittenham Chief Strategy Officer | Mar 6, 2026 | Sale | −8,785 | $13.70 | $120.35K | 54,623 |
| Jennifer Baldock Chief Admin & Dev Officer | Mar 6, 2026 | Sale | −10,082 | $13.70 | $138.12K | 332,272 |
| William Trenton Webb American Group President | Mar 6, 2026 | Sale | −272 | $13.93 | $3.79K | 74,249 |
| David T. Doherty Chief Financial Officer | Mar 6, 2026 | Sale | −14,574 | $13.84 | $201.70K | 88,803 |
| Danielle Burkhalter Chief Human Resources Officer | Mar 6, 2026 | Sale | −7,736 | $13.60 | $105.21K | 37,103 |
| Jason Eric Evans Chief Executive Officer | Mar 5, 2026 | Award | +141,743 | $14.11 | $2.00M | 804,423 |
| Jason Eric Evans Chief Executive Officer | Mar 5, 2026 | Award | +136,363 | $14.11 | $1.92M | 940,786 |
| Marissa Brittenham Chief Strategy Officer | Mar 5, 2026 | Award | +9,150 | $14.11 | $129.11K | 97,853 |
| Marissa Brittenham Chief Strategy Officer | Mar 5, 2026 | Award | +16,363 | $14.11 | $230.88K | 88,703 |
| Marissa Brittenham Chief Strategy Officer | Mar 5, 2026 | Award | +17,717 | $14.11 | $249.99K | 72,340 |
| Jennifer Baldock Chief Admin & Dev Officer | Mar 5, 2026 | Award | +42,523 | $14.11 | $600.00K | 278,570 |
| Jennifer Baldock Chief Admin & Dev Officer | Mar 5, 2026 | Award | +40,909 | $14.11 | $577.23K | 319,479 |
| Jennifer Baldock Chief Admin & Dev Officer | Mar 5, 2026 | Award | +22,875 | $14.11 | $322.77K | 342,354 |
| Justin Robert Oppenheimer COO & National Group President | Mar 5, 2026 | Award | +42,523 | $14.11 | $600.00K | 120,259 |
| William Trenton Webb American Group President | Mar 5, 2026 | Award | +20,454 | $14.11 | $288.61K | 92,909 |
| William Trenton Webb American Group President | Mar 5, 2026 | Sale | −1,794 | $13.86 | $24.86K | 72,455 |
| William Trenton Webb American Group President | Mar 5, 2026 | Award | +11,438 | $14.11 | $161.39K | 104,347 |
| David T. Doherty Chief Financial Officer | Mar 5, 2026 | Award | +54,545 | $14.11 | $769.63K | 200,045 |
| David T. Doherty Chief Financial Officer | Mar 5, 2026 | Award | +56,697 | $14.11 | $799.99K | 145,500 |
| David T. Doherty Chief Financial Officer | Mar 5, 2026 | Award | +30,501 | $14.11 | $430.37K | 230,546 |
| Danielle Burkhalter Chief Human Resources Officer | Mar 5, 2026 | Award | +9,150 | $14.11 | $129.11K | 80,333 |
| Danielle Burkhalter Chief Human Resources Officer | Mar 5, 2026 | Award | +16,363 | $14.11 | $230.88K | 71,183 |
| Danielle Burkhalter Chief Human Resources Officer | Mar 5, 2026 | Award | +17,717 | $14.11 | $249.99K | 54,820 |
| Justin Robert Oppenheimer COO & National Group President | Jan 13, 2026 | Award | +77,736 | $16.08 | $1.25M | 77,736 |
| Harrison R. Bane National Group President | Sep 4, 2025 | Sale | −3,613 | $22.48 | $81.22K | 117,181 |
| Harrison R. Bane National Group President | Sep 4, 2025 | Sale | −5,726 | $22.48 | $128.72K | 120,794 |
| Patricia Anne Maryland Director | Aug 11, 2025 | Sale | −0 | – | – | 24,583 |
| Teresa DeLuca Director | Aug 11, 2025 | Sale | −20,018 | $22.74 | $455.21K | 45,173 |
| Patricia Anne Maryland Director | Aug 11, 2025 | Sale | −20,018 | $22.74 | $455.21K | 4,565 |
| David T. Doherty Chief Financial Officer | Aug 8, 2025 | Sale | −47,491 | $23.39 | $1.11M | 103,377 |
| Clifford G. Adlerz Director | Jun 10, 2025 | Award | +6,861 | $23.32 | $160.00K | 57,434 |
| Teresa DeLuca Director | Jun 10, 2025 | Award | +6,861 | $23.32 | $160.00K | 65,191 |
| Laura L. Forese Director | Jun 10, 2025 | Award | +6,861 | $23.32 | $160.00K | 6,861 |
| Brent Turner Director | Jun 10, 2025 | Award | +6,861 | $23.32 | $160.00K | 74,924 |
| Blair E. Hendrix Director, 10% owner | Jun 10, 2025 | Award | +6,861 | $23.32 | $160.00K | 49,953,833 |
| John A. Deane Director | Jun 10, 2025 | Award | +6,861 | $23.32 | $160.00K | 34,252 |
| Patricia Anne Maryland Director | Jun 10, 2025 | Award | +6,861 | $23.32 | $160.00K | 24,583 |
| Wayne S. DeVeydt Exec Chairman of the Board, Director | Mar 21, 2025 | Award | +4,233 | $24.21 | $102.48K | 105,203 |
| Jennifer Baldock Chief Admin & Dev Officer | Mar 14, 2025 | Sale | −612 | $23.94 | $14.65K | 236,047 |
| William Trenton Webb American Group President | Mar 14, 2025 | Sale | −138 | $23.70 | $3.27K | 74,521 |
| Danielle Burkhalter Chief Human Resources Officer | Mar 14, 2025 | Sale | −74 | $23.78 | $1.76K | 44,839 |
| Harrison R. Bane National Group President | Mar 10, 2025 | Sale | −4,045 | $24.16 | $97.73K | 126,520 |
| Danielle Burkhalter Chief Human Resources Officer | Mar 10, 2025 | Sale | −1,240 | $24.14 | $29.93K | 44,913 |
| Jennifer Baldock Chief Admin & Dev Officer | Mar 10, 2025 | Sale | −3,008 | $23.97 | $72.10K | 236,659 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Doherty David Officer | Mar 16, 2026 | 8,867 | $110.84K | Mar 16, 2026 | equity vesting |
| Eric Evans Jason Director, Officer | Mar 16, 2026 | 20,400 | $254.42K | Mar 16, 2026 | equity vesting |
| Brittenham Marissa Officer | Mar 13, 2026 | 3,657 | $45.86K | Mar 13, 2026 | equity vesting |
| Burkhalter Danielle Officer | Mar 13, 2026 | 3,469 | $44.51K | Mar 13, 2026 | equity vesting |
| Baldock Jennifer Officer | Mar 12, 2026 | 5,798 | $76.38K | Mar 12, 2026 | equity vesting |
| T. Webb William Officer | Mar 12, 2026 | 2,045 | $26.73K | Mar 12, 2026 | equity vesting |
| Baldock Jennifer Officer | Mar 6, 2026 | 10,082 | $138.12K | Mar 6, 2026 | equity vesting |
| Burkhalter Danielle Officer | Mar 6, 2026 | 7,736 | $105.24K | Mar 6, 2026 | equity vesting |
| Brittenham Marissa Officer | Mar 6, 2026 | 8,785 | $120.35K | Mar 6, 2026 | equity vesting |
| Eric Evans Jason Officer, Director | Mar 6, 2026 | 11,462 | $158.10K | Mar 6, 2026 | equity vesting |
| T. Webb William Officer | Mar 6, 2026 | 272 | $3.79K | Mar 6, 2026 | equity vesting |
| Doherty David Officer | Mar 6, 2026 | 14,574 | $201.72K | Mar 6, 2026 | equity vesting |
| T. Webb William Officer | Mar 5, 2026 | 1,794 | $24.86K | Mar 5, 2026 | equity vesting |
| DeVeydt Wayne former director | Oct 24, 2025 | 2,913 | $64.96K | Oct 24, 2025 | equity vesting |
| DeVeydt Wayne former director | Oct 23, 2025 | 30,948 | $666.21K | Oct 23, 2025 | equity compensation |