Surgery Partners, Inc.

NasdaqGS:SGRY Stock Report

Market Cap: US$4.0b

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
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
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

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 Insiders1,592,6151.1%
VC/PE Firms49,946,97234.5%
Institutions93,191,65364.4%

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

Top Shareholders

Top 25 shareholders own 101.21% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
39.5%
Bain Capital, LP
49,946,972US$1.6b0%19.29%
14.1%
FMR LLC
17,752,391US$565.6m-6.51%0.03%
8.28%
Wellington Management Group LLP
10,463,586US$333.4m3.48%0.05%
6.04%
BlackRock, Inc.
7,636,766US$243.3m20.1%no data
5.91%
The Vanguard Group, Inc.
7,471,064US$238.0m-0.11%no data
4.42%
ClearBridge Investments, LLC
5,585,530US$178.0m1.32%0.13%
3.72%
Deerfield Management Company, L.P. Series C
4,707,287US$150.0m47.7%2.31%
3.41%
Janus Henderson Group plc
4,312,918US$137.4m72.2%0.05%
2.28%
Durable Capital Partners, LP
2,881,227US$91.8m-39.8%0.68%
2.22%
Dimensional Fund Advisors LP
2,801,091US$89.2m26.7%0.01%
1.44%
Geode Capital Management, LLC
1,821,449US$58.0m6.63%no data
1.43%
State Street Global Advisors, Inc.
1,809,864US$57.7m4.79%no data
1.03%
Avidity Partners Management, L.P.
1,306,477US$41.6m-9.59%1.56%
0.97%
Point72 Asset Management, L.P.
1,231,576US$39.2m0%0.09%
0.79%
ThornTree Capital Partners LP
999,949US$31.9m83.1%5.0%
0.72%
Invesco Ltd.
915,514US$29.2m-58.8%0.01%
0.67%
Norges Bank Investment Management
842,876US$26.9m4.65%no data
0.64%
Goldman Sachs Group, Investment Banking and Securities Investments
813,334US$25.9m369%0.01%
0.58%
Charles Schwab Investment Management, Inc.
733,936US$23.4m11.6%no data
0.58%
UBS Asset Management AG
727,914US$23.2m3.73%no data
0.57%
Northern Trust Global Investments
715,047US$22.8m-3.58%no data
0.54%
E. Öhman J:or Wealth Management
676,200US$21.5m0%0.21%
0.53%
Goldman Sachs Asset Management, L.P.
665,850US$21.2m9.62%0.01%
0.44%
Susquehanna International Group, LLP, Asset Management Arm
553,889US$17.6m-9.34%0.03%
0.44%
Victory Capital Management Inc.
553,361US$17.6m-16.2%0.02%