Surgery Partners, Inc.

NasdaqGS:SGRY Stock Report

Market Cap: US$3.0b

Surgery Partners Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:SGRY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
14 Mar 25SellUS$3,271W. WebbIndividual138US$23.70
14 Mar 25SellUS$1,760Danielle BurkhalterIndividual74US$23.78
14 Mar 25SellUS$14,651Jennifer BaldockIndividual612US$23.94
10 Mar 25SellUS$161,727David DohertyIndividual6,733US$24.02
10 Mar 25SellUS$76,028Marissa BrittenhamIndividual3,156US$24.09
10 Mar 25SellUS$49,491W. WebbIndividual2,057US$24.06
10 Mar 25SellUS$29,934Danielle BurkhalterIndividual1,240US$24.14
10 Mar 25SellUS$72,102Jennifer BaldockIndividual3,008US$23.97
10 Mar 25SellUS$97,727Harrison BaneIndividual4,045US$24.16
07 Feb 25SellUS$680,238J. EvansIndividual26,520US$25.65
07 Feb 25SellUS$146,740Jennifer BaldockIndividual5,681US$25.83
07 Feb 25SellUS$376,467Marissa BrittenhamIndividual14,700US$25.61
07 Feb 25SellUS$349,346David DohertyIndividual13,641US$25.61
07 Feb 25SellUS$1,443,917Harrison BaneIndividual56,315US$25.64
04 Feb 25SellUS$4,289Danielle BurkhalterIndividual167US$25.68
04 Feb 25SellUS$6,605W. WebbIndividual257US$25.70
04 Sep 24SellUS$196,742Harrison BaneIndividual6,325US$31.11
12 Jun 24SellUS$158,310Danielle BurkhalterIndividual6,000US$26.39
31 May 24SellUS$165,900Bradley OwensIndividual6,000US$27.65

Insider Trading Volume

Insider Buying: SGRY insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SGRY?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,889,6651.32%
VC/PE Firms49,946,97234.8%
Institutions91,529,56063.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 100.28% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
39.2%
Bain Capital, LP
49,946,972US$1.2b0%16.37%
12.8%
FMR LLC
16,281,556US$382.1m-11.1%0.02%
9.54%
Janus Henderson Group plc
12,148,238US$285.1m5.14%0.12%
5.98%
The Vanguard Group, Inc.
7,618,404US$178.8m2.31%no data
4.85%
BlackRock, Inc.
6,173,003US$144.9m-20.4%no data
4.66%
Wellington Management Group LLP
5,926,089US$139.1m-39.8%0.02%
3.33%
ClearBridge Investments, LLC
4,234,536US$99.4m-5.92%0.08%
2.81%
Dimensional Fund Advisors LP
3,577,861US$84.0m18.7%0.01%
2.2%
King Street Capital Management, L.P.
2,800,000US$65.7m93.1%26.45%
1.62%
Invesco Ltd.
2,064,088US$48.4m-22.8%0.01%
1.47%
State Street Global Advisors, Inc.
1,869,110US$43.9m3.89%no data
1.46%
Geode Capital Management, LLC
1,853,816US$43.5m-0.56%no data
1.41%
Point72 Asset Management, L.P.
1,796,527US$42.2m232%0.09%
1.21%
UBS Asset Management AG
1,545,312US$36.3m113%no data
1.1%
American Century Investment Management Inc
1,399,756US$32.9m224%0.02%
0.89%
Hein Park Capital Management LP
1,139,227US$26.7m0%20.11%
0.85%
E. Öhman J:or Wealth Management
1,085,959US$25.5m-12.6%0.14%
0.78%
Silvercrest Asset Management Group LLC
998,505US$23.4m44.9%0.16%
0.68%
Victory Capital Management Inc.
870,670US$20.4m-29.9%0.02%
0.66%
Charles Schwab Investment Management, Inc.
834,417US$19.6m0%no data
0.6%
Northern Trust Global Investments
761,790US$17.9m2.1%no data
0.59%
Norges Bank Investment Management
746,169US$17.5m-11.5%no data
0.53%
Mesirow Financial Investment Management, Inc.
677,464US$15.9m12.9%0.25%
0.53%
J. Evans
674,142US$15.8m41.6%no data
0.5%
Goldman Sachs Asset Management, L.P.
634,932US$14.9m14.6%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/06 17:53
End of Day Share Price 2025/05/06 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Surgery Partners, Inc. is covered by 22 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Steven ValiquetteBarclays
Sarah JamesBarclays
Andrew MokBarclays