Surgery Partners, Inc.

NasdaqGS:SGRY Stock Report

Market Cap: US$3.1b

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 24SellUS$20,613David DohertyIndividual721US$28.59
13 Mar 24SellUS$202,205J. EvansIndividual6,824US$29.71
12 Mar 24SellUS$42,738Anthony TaparoIndividual1,438US$29.87
12 Mar 24SellUS$47,468Jennifer BaldockIndividual1,597US$29.74
12 Mar 24SellUS$101,627Bradley OwensIndividual3,415US$29.82
12 Mar 24SellUS$7,059Danielle BurkhalterIndividual238US$29.74
05 Mar 24SellUS$41,353Anthony TaparoIndividual1,347US$30.70
04 Mar 24SellUS$155,825Harrison BaneIndividual5,104US$30.53
04 Mar 24SellUS$104,048David DohertyIndividual3,426US$30.37
04 Mar 24SellUS$17,820Danielle BurkhalterIndividual586US$30.41
04 Mar 24SellUS$50,453Bradley OwensIndividual1,658US$30.43
04 Mar 24SellUS$71,232Jennifer BaldockIndividual2,318US$30.73
04 Mar 24SellUS$277,633J. EvansIndividual9,070US$30.61
04 Mar 24SellUS$38,738Marissa BrittenhamIndividual1,284US$30.17
14 Feb 24SellUS$6,417Danielle BurkhalterIndividual192US$33.42
13 Feb 24SellUS$36,740Anthony TaparoIndividual1,100US$33.40
12 Feb 24SellUS$35,629David DohertyIndividual1,020US$34.93
12 Feb 24SellUS$36,629Bradley OwensIndividual1,040US$35.22
12 Feb 24SellUS$38,835Jennifer BaldockIndividual1,115US$34.83
12 Feb 24SellUS$202,762J. EvansIndividual5,780US$35.08
06 Feb 24SellUS$5,384Danielle BurkhalterIndividual167US$32.24
02 Feb 24SellUS$73,538David DohertyIndividual2,306US$31.89
02 Feb 24SellUS$52,204Marissa BrittenhamIndividual1,637US$31.89
19 Dec 23SellUS$167,200J. EvansIndividual5,000US$33.44
19 Dec 23SellUS$2,278,267Wayne DeVeydtIndividual68,130US$33.44
19 Dec 23SellUS$261,730,533Bain Capital, LPCompany7,826,870US$33.44
05 Sep 23SellUS$137,995Harrison BaneIndividual3,835US$35.98
30 Aug 23SellUS$79,355David DohertyIndividual2,202US$36.12
17 May 23SellUS$261,105Bradley OwensIndividual7,191US$36.31

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
Private Companies4,9250.00357%
Individual Insiders1,562,8831.13%
VC/PE Firms49,946,97236.2%
Institutions86,550,19262.7%

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

Top Shareholders

Top 25 shareholders own 99.51% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
39.5%
Bain Capital, LP
49,946,972US$1.2b-14.3%13.3%
14.5%
FMR LLC
18,329,229US$451.4m-3.4%0.03%
6.58%
Wellington Management Group LLP
8,318,176US$204.9m3.68%0.03%
5.87%
The Vanguard Group, Inc.
7,417,609US$182.7m10.4%no data
4.94%
BlackRock, Inc.
6,241,972US$153.7m14.7%no data
4.37%
ClearBridge Investments, LLC
5,525,671US$136.1m4.69%0.11%
4.33%
Durable Capital Partners, LP
5,477,303US$134.9m1.94%1.12%
3.61%
Jefferies Financial Group Inc.,Asset Management Arm
4,563,265US$112.4m28,500%2.15%
2.97%
Invesco Ltd.
3,757,286US$92.5m5.51%0.03%
1.67%
Deerfield Management Company, L.P. Series C
2,105,509US$51.9m44.2%1.02%
1.46%
Dimensional Fund Advisors LP
1,840,212US$45.3m8.82%0.01%
1.31%
Geode Capital Management, LLC
1,656,939US$40.8m15.6%no data
1.27%
State Street Global Advisors, Inc.
1,608,541US$39.6m6.73%no data
0.92%
Avidity Partners Management, L.P.
1,165,932US$28.7m-12.9%1.11%
0.88%
T. Rowe Price Group, Inc.
1,107,671US$27.3m-28.9%no data
0.83%
Iron Triangle Partners LP
1,044,530US$25.7m0%3.35%
0.64%
Norges Bank Investment Management
805,396US$19.8m85.1%no data
0.61%
Goldman Sachs Asset Management, L.P.
774,071US$19.1m-8.67%0.01%
0.61%
Northern Trust Global Investments
768,919US$18.9m12.4%no data
0.51%
ThornTree Capital Partners LP
647,367US$15.9m0%3.03%
0.48%
Charles Schwab Investment Management, Inc.
609,874US$15.0m0%no data
0.45%
Victory Capital Management Inc.
565,032US$13.9m0.17%0.01%
0.4%
WCM Investment Management, LLC
508,488US$12.5m0.52%0.02%
0.39%
UBS Asset Management AG
496,291US$12.2m24.7%no data
0.37%
Susquehanna International Group, LLP, Asset Management Arm
464,990US$11.5m-13.1%0.02%
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