Surgery Partners, Inc. — Institutional Ownership
Which tracked institutions hold SGRY, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
22
Funds holding
$331224765
Total value held
Buying
15 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | $161400529 | 13540385 | — | NEW BUY |
| 2 | Blackrock, Inc. | $67476592 | 5660788 | -30243 | -0.53% |
| 3 | State Street Corp | $23289034 | 1953778 | +80901 | +4.32% |
| 4 | Goldman Sachs Group Inc | $15264180 | 1280552 | -679134 | -34.66% |
| 5 | Bank Of America Corp /De/ | $14780584 | 1239982 | +613505 | +97.93% |
| 6 | Morgan Stanley | $12065151 | 1012177 | -128626 | -11.28% |
| 7 | Raymond James Financial Inc | $9509698 | 797794 | +96705 | +13.79% |
| 8 | Nomura Holdings Inc | $8621020 | 723240 | — | NEW BUY |
| 9 | Northern Trust Corp | $8089449 | 678645 | +28218 | +4.34% |
| 10 | Bank Of New York Mellon Corp | $3588171 | 301021 | -7540 | -2.44% |
| 11 | Invesco Ltd. | $2832941 | 183362 | -1576138 | -89.58% |
| 12 | Principal Financial Group Inc | $1675642 | 140574 | +19056 | +15.68% |
| 13 | Wells Fargo & Company/Mn | $1413691 | 91501 | +27942 | +43.96% |
| 14 | Barclays Plc | $537891 | 45125 | — | NEW BUY |
| 15 | Franklin Resources Inc | $244217 | 20488 | — | Held |
| 16 | Prudential Financial Inc | $143338 | 12025 | — | NEW BUY |
| 17 | Citigroup Inc | $124636 | 8067 | -50350 | -86.19% |
| 18 | Royal Bank Of Canada | $79000 | 6584 | — | NEW BUY |
| 19 | Fifth Third Bancorp | $48489 | 4068 | +3993 | +5324.00% |
| 20 | Pnc Financial Services Group, Inc. | $34652 | 2907 | +2051 | +239.60% |
| 21 | Us Bancorp \De\ | $5555 | 466 | +376 | +417.78% |
| 22 | Amalgamated Financial Corp. | $305 | 5542 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.