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
Date	Value	Name	Entity	Shares	Max Price
16 Mar 26	SellUS$254,388	J. Evans	Individual	20,400	US$12.47
16 Mar 26	SellUS$110,838	David Doherty	Individual	8,867	US$12.50
13 Mar 26	SellUS$45,859	Marissa Brittenham	Individual	3,657	US$12.54
13 Mar 26	SellUS$44,507	Danielle Burkhalter	Individual	3,469	US$12.83
12 Mar 26	SellUS$76,360	Jennifer Baldock	Individual	5,798	US$13.17
06 Mar 26	SellUS$138,123	Jennifer Baldock	Individual	10,082	US$13.70
06 Mar 26	SellUS$105,210	Danielle Burkhalter	Individual	7,736	US$13.60
05 Mar 26	SellUS$158,061	J. Evans	Individual	11,462	US$13.79
05 Mar 26	SellUS$201,704	David Doherty	Individual	14,574	US$13.84
05 Mar 26	SellUS$28,654	W. Webb	Individual	2,066	US$13.93
05 Mar 26	SellUS$120,355	Marissa Brittenham	Individual	8,785	US$13.70
04 Sep 25	SellUS$209,941	Harrison Bane	Individual	9,339	US$22.48
11 Aug 25	SellUS$455,209	Teresa DeLuca	Individual	20,018	US$22.74
08 Aug 25	SellUS$1,110,814	David Doherty	Individual	47,491	US$23.39

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SGRY?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,620,186	1.61%
Hedge Funds	22,884,730	14.1%
VC/PE Firms	49,946,972	30.8%
Institutions	86,842,146	53.5%

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

Top Shareholders

Top 25 shareholders own 111.02% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
38.5%	Bain Capital, LP	49,946,972	US$819.6m	0%	8.58%
10.5%	Janus Henderson Group Ltd.	13,540,385	US$222.2m	0.02%	0.07%
9.77%	Pentwater Capital Management LP	12,655,000	US$207.7m	26.6%	1.66%
9.09%	UBS Asset Management AG	11,781,149	US$193.3m	32.3%	0.01%
7.89%	King Street Capital Management, L.P.	10,229,730	US$167.9m	0%	44.84%
4.37%	BlackRock, Inc.	5,660,788	US$92.9m	-0.53%	no data
4.09%	Dimensional Fund Advisors LP	5,296,411	US$86.9m	7.95%	0.01%
3.18%	ClearBridge Investments, LLC	4,118,056	US$67.6m	-2.61%	0.05%
2.8%	Vanguard Portfolio Management, LLC	3,628,431	US$59.5m	0%	no data
2.65%	Vanguard Capital Management, LLC	3,430,795	US$56.3m	0%	no data
2.57%	Davidson Kempner Capital Management LP	3,336,464	US$54.8m	40.7%	2.09%
1.69%	FMR LLC	2,191,379	US$36.0m	-66.7%	no data
1.58%	T. Rowe Price Group, Inc.	2,048,134	US$33.6m	265%	no data
1.55%	Geode Capital Management, LLC	2,002,374	US$32.9m	3.03%	no data
1.51%	State Street Global Advisors, Inc.	1,953,778	US$32.1m	4.32%	no data
1.48%	HSBC Global Asset Management (UK) Limited	1,915,668	US$31.4m	-0.82%	0.01%
1.39%	Glenview Capital Management, LLC	1,800,000	US$29.5m	-53.3%	0.62%
0.91%	The Goldman Sachs Group, Inc.	1,176,660	US$19.3m	0%	0.01%
0.85%	Charles Schwab Investment Management, Inc.	1,107,250	US$18.2m	0%	no data
0.85%	LMR Partners LLP	1,100,000	US$18.1m	205%	0.21%
0.82%	Bank of America Corporation	1,062,317	US$17.4m	128%	no data
0.8%	Sea Cliff Partners Management, LP	1,039,799	US$17.1m	54.4%	6.12%
0.75%	Morgan Stanley	967,984	US$15.9m	-12.1%	no data
0.73%	AHL Partners LLP	946,519	US$15.5m	188%	0.15%
0.71%	J. Evans	920,386	US$15.1m	36.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/30 05:30
End of Day Share Price	2026/07/30 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 21 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Steven Valiquette	Barclays
Sarah James	Barclays
Andrew Mok	Barclays