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Surgery Partners

US · SGRY #2884 by market cap Listed 2015
13.71 +0.30 +2.24%
Live - 5344 symbols - heartbeat 373s ago · 2026-10-08 07:31
Pre-market 14.30 +4.30%
After-hours 13.71 0.00%
Market cap
1.79B
P/B
1.07
EPS
-0.61
Reader sentiment Are you bullish or bearish on SGRY?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Mixed / stable
  • The number of reporting institutions increased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership (as a % of shares) was little changed.

Institutional ownership

Held by institutions
121.85% -0.03pp
Institutions
222 +1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund54.30%
VC/PE Fund39.17%
Hedge Fund23.12%
Public Company4.75%
Individual/Insider1.82%
Private Company0.27%
Government Pension Fund0.17%

Top holders as of 2026-06-30

Bain Capital, LP 38.51% · 49.95M sh
Janus Henderson Group plc 10.70% · 13.88M sh
Pentwater Capital Management LP 8.97% · 11.63M sh
UBS Asset Management 7.74% · 10.04M sh
BlackRock 4.81% · 6.24M sh
King Street Capital Management, L.P. 4.67% · 6.06M sh
T. Rowe Price Group, Inc. 4.66% · 6.04M sh
Dimensional Fund Advisors 3.81% · 4.94M sh
Vanguard Capital Management, LLC 3.10% · 4.02M sh
ClearBridge Investments, LLC 2.95% · 3.82M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 24 buys · 23 sells

NameRoleStake
Bain Capital, LP -- 38.51%
J. Evans Chief Executive Officer 0.71%
Jennifer Baldock Executive VP and Chief Administrative & Development Officer 0.25%
David Doherty Chief Financial Officer 0.17%
W. Webb Senior Vice President of Central Region 0.10%
Justin Oppenheimer COO & National Group President 0.09%
Harrison Bane President of American Group 0.09%
Marissa Brittenham Chief Strategy Officer 0.07%
William Turner Independent Director 0.07%
Danielle Burkhalter Chief Human Resources Officer 0.06%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-08-17 Teresa DeLuca Independent Director Open Market Acquisition +11,250 $14.33
2026-06-17 Blair Hendrix Director Other Acquisition +34,364 $14.55
2026-06-04 Clifford Adlerz Director Other Acquisition +11,670 $13.71
2026-06-04 Lloyd Dean Independent Director Other Acquisition +11,670 $13.71
2026-06-04 William Turner Independent Director Other Acquisition +11,670 $13.71
2026-06-04 Teresa DeLuca Independent Director Other Acquisition +11,670 $13.71
2026-06-04 John Deane Independent Director Other Acquisition +11,670 $13.71
2026-06-04 Laura Forese Independent Director Other Acquisition +11,670 $13.71
2026-03-15 David Doherty Chief Financial Officer Open Market Disposition -8,867 $12.50
2026-03-15 J. Evans Chief Executive Officer Open Market Disposition -20,400 $12.47
2026-03-12 Marissa Brittenham Chief Strategy Officer Open Market Disposition -3,657 $12.54
2026-03-12 Danielle Burkhalter Chief Human Resources Officer Open Market Disposition -3,469 $12.83
2026-03-11 Jennifer Baldock Executive VP and Chief Administrative & Development Officer Open Market Disposition -5,798 $13.17
2026-03-05 David Doherty Chief Financial Officer Other Acquisition +141,743 $14.11
2026-03-05 J. Evans Chief Executive Officer Other Acquisition +278,106 $14.11
2026-03-05 Jennifer Baldock Executive VP and Chief Administrative & Development Officer Open Market Disposition -10,082 $13.70
2026-03-05 Marissa Brittenham Chief Strategy Officer Other Acquisition +43,230 $14.11
2026-03-05 Danielle Burkhalter Chief Human Resources Officer Private Disposition -7,736 $13.60
2026-03-05 W. Webb Senior Vice President of Central Region Other Acquisition +31,892 $14.11
2026-03-04 David Doherty Chief Financial Officer Open Market Disposition -14,574 $13.84

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 07:31:14 · For reference only, not investment advice and not tailored to your situation.