Surgery Partners, Inc. — Institutional Ownership
Which tracked institutions hold SGRY, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
26
Funds holding
$578626617
Total value held
Buying
20 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | $161400529 | 13540385 | +13540385 | NEW BUY |
| 2 | Ubs Group Ag | $144033338 | 8573413 | +8573413 | NEW BUY |
| 3 | Blackrock, Inc. | $104857250 | 6241503 | +580715 | +10.26% |
| 4 | State Street Corp | $35967204 | 2140905 | +187127 | +9.58% |
| 5 | Nomura Holdings Inc | $25621814 | 1525108 | +801868 | +110.87% |
| 6 | Morgan Stanley | $20710216 | 1232751 | +220574 | +21.79% |
| 7 | Bank Of America Corp /De/ | $20374469 | 1212766 | -27216 | -2.19% |
| 8 | Goldman Sachs Group Inc | $18137717 | 1079626 | -200926 | -15.69% |
| 9 | Raymond James Financial Inc | $14578637 | 867776 | +69982 | +8.77% |
| 10 | Northern Trust Corp | $12458494 | 741577 | +62932 | +9.27% |
| 11 | Bank Of New York Mellon Corp | $5379460 | 320206 | +19185 | +6.37% |
| 12 | Jpmorgan Chase & Co | $5365457 | 320288 | -16096 | -4.79% |
| 13 | Invesco Ltd. | $3416415 | 203358 | +203358 | NEW BUY |
| 14 | Principal Financial Group Inc | $2535775 | 150939 | +10365 | +7.37% |
| 15 | Wells Fargo & Company/Mn | $1323672 | 78790 | +40342 | +104.93% |
| 16 | Citigroup Inc | $767592 | 45690 | +37623 | +466.38% |
| 17 | Sei Investments Co | $552115 | 32864 | +32864 | NEW BUY |
| 18 | Barclays Plc | $384013 | 22858 | -22267 | -49.35% |
| 19 | Blackstone Inc. | $257762 | 15343 | +15343 | NEW BUY |
| 20 | Prudential Financial Inc | $223020 | 13275 | +1250 | +10.40% |
| 21 | Royal Bank Of Canada | $147000 | 8795 | +2211 | +33.58% |
| 22 | Cullen/Frost Bankers, Inc. | $54550 | 3247 | +3247 | NEW BUY |
| 23 | Us Bancorp \De\ | $28829 | 1716 | +1250 | +268.24% |
| 24 | Pnc Financial Services Group, Inc. | $28359 | 1688 | -1219 | -41.93% |
| 25 | Fifth Third Bancorp | $22625 | 1347 | -2721 | -66.89% |
| 26 | Amalgamated Financial Corp. | $305 | 5542 | +5542 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.