Titelia

Fund shareholders of Surgery Partners Inc

ISIN US86881A1007 · United States · LEI 549300LC82HG33S19I03

Fund shareholders
188
Of which ETFs
43 145 other funds
Value held
≈ 702.1M $ 700.3M $ · 16.4M SEK
Share of capital
33.2 % of 130.9M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
Janus Henderson Contrarian Fund Janus Investment Fund 13,258,236222.7M $4.06 %10.13 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,481,03441.7M $0.00 %1.90 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 2,097,59035.2M $0.38 %1.60 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,084,80335M $0.04 %1.59 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,798,43930.2M $0.02 %1.37 %as of Jun 30, 2026 ↗
ClearBridge Select Fund Legg Mason Partners Investment Trust 1,594,77424.6M $0.77 %1.22 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,395,62021.5M $0.11 %1.07 %as of Jul 31, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 1,236,40819M $1.00 %0.94 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,140,03019.2M $0.03 %0.87 %as of Jun 30, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 1,128,07819M $0.38 %0.86 %as of Jun 30, 2026 ↗
Select Health Care Services Portfolio Fidelity Select Portfolios 1,056,35714.1M $1.75 %0.81 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 883,04014.8M $0.02 %0.67 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 873,93913.5M $0.04 %0.67 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 738,26812.4M $0.09 %0.56 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 701,25611.8M $0.11 %0.54 %as of Jun 30, 2026 ↗
Focused Growth Portfolio PACIFIC SELECT FUND 586,3569.9M $1.89 %0.45 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 568,9148.8M $0.11 %0.43 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 566,8658.7M $0.06 %0.43 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 521,1398M $0.04 %0.40 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 397,6996.1M $0.04 %0.30 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 397,1135.3M $0.03 %0.30 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 395,3345.3M $0.01 %0.30 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 366,2094.9M $0.02 %0.28 %as of May 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 364,6004.9M $0.00 %0.28 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 333,0204.4M $0.05 %0.25 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 331,2215.1M $0.03 %0.25 %as of Jul 31, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 320,6305.4M $0.47 %0.24 %as of Jun 30, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 271,4984.6M $0.99 %0.21 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 264,2384.1M $0.05 %0.20 %as of Jul 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 234,1283.1M $0.02 %0.18 %as of May 31, 2026 ↗
Fidelity High Income Fund Fidelity Summer Street Trust 226,6003.5M $0.12 %0.17 %as of Jul 31, 2026 ↗
Fidelity SAI High Income Fund Fidelity Summer Street Trust 212,1003.3M $0.11 %0.16 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 194,3893M $0.04 %0.15 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 161,4052.5M $0.09 %0.12 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 159,1912.7M $1.91 %0.12 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 149,4272.5M $0.04 %0.11 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 149,0222.5M $0.39 %0.11 %as of Jun 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 147,5622.5M $0.11 %0.11 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 146,2532.3M $0.01 %0.11 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 139,2101.9M $0.00 %0.11 %as of May 31, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 138,4322.3M $0.20 %0.11 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 138,1012.1M $0.00 %0.11 %as of Jul 31, 2026 ↗
SEB Nordamerikafond Småbolag SEB Funds AB 126,58514.4M SEK0.70 %0.10 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 115,4171.5M $0.00 %0.09 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 111,6171.9M $0.09 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 107,6611.8M $0.00 %0.08 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 107,2151.7M $0.07 %0.08 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 106,4691.6M $0.04 %0.08 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 87,0431.5M $0.04 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 78,2731M $0.00 %0.06 %as of May 31, 2026 ↗
Fidelity Series High Income Fund Fidelity Summer Street Trust 67,8001M $0.06 %0.05 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 64,421992.1K $0.00 %0.05 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,450977.1K $0.00 %0.05 %as of Jul 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 63,000970.2K $0.10 %0.05 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 62,086956.1K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 60,730811.4K $0.06 %0.05 %as of May 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 58,535782K $0.02 %0.04 %as of May 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 57,681770.6K $0.09 %0.04 %as of May 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 56,800954.2K $0.04 %0.04 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 51,925799.6K $0.06 %0.04 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 49,733664.4K $0.00 %0.04 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 46,000708.4K $0.00 %0.04 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 45,548765.2K $0.11 %0.03 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 45,377606.2K $0.19 %0.03 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 44,983601K $0.01 %0.03 %as of May 31, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 44,350745.1K $0.81 %0.03 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 43,130724.6K $0.04 %0.03 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 42,203709K $0.00 %0.03 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 41,238635.1K $0.11 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 41,210634.6K $0.00 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 40,594682K $0.04 %0.03 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 39,091656.7K $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 38,240588.9K $0.02 %0.03 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 38,171587.8K $0.04 %0.03 %as of Jul 31, 2026 ↗
VIP High Income Portfolio Variable Insurance Products Fund 36,300609.8K $0.08 %0.03 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 33,984570.9K $0.01 %0.03 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 33,855521.4K $0.06 %0.03 %as of Jul 31, 2026 ↗
Small Cap Value Fund Northern Funds 32,524546.4K $0.08 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 30,729410.5K $0.03 %0.02 %as of May 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,513469.9K $0.07 %0.02 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 29,100488.9K $0.02 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 28,468438.4K $0.02 %0.02 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 27,895468.6K $0.02 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 27,019361K $0.04 %0.02 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 26,477444.8K $0.04 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 25,726396.2K $0.04 %0.02 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 25,380426.4K $0.04 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 23,083387.8K $0.04 %0.02 %as of Jun 30, 2026 ↗
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 22,172372.5K $0.05 %0.02 %as of Jun 30, 2026 ↗
Camelot Event Driven Fund FRANK FUNDS 22,000369.6K $0.31 %0.02 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 21,711334.3K $0.05 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 21,608288.7K $0.01 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 21,607363K $0.04 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 19,975335.6K $0.00 %0.02 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 18,1002.1M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 17,665296.8K $0.04 %0.01 %as of Jun 30, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 17,500294K $0.07 %0.01 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 17,338231.6K $0.00 %0.01 %as of May 31, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 17,120287.6K $0.36 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 16,050269.6K $0.04 %0.01 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Janus Henderson Contrarian Fund Janus Investment Fund 4.06 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 1.91 %as of Jun 30, 2026 ↗
Focused Growth Portfolio PACIFIC SELECT FUND 1.89 %as of Jun 30, 2026 ↗
Select Health Care Services Portfolio Fidelity Select Portfolios 1.75 %as of May 31, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 1.00 %as of Jul 31, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 0.99 %as of Jun 30, 2026 ↗
Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II 0.82 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.81 %as of Jun 30, 2026 ↗
ClearBridge Select Fund Legg Mason Partners Investment Trust 0.77 %as of Jul 31, 2026 ↗
SEB Nordamerikafond Småbolag SEB Funds AB 0.70 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3186-143,322,638+9.9 %
2026Q2187-1139,416,500-8.3 %
2026Q1198-1642,998,003-7.2 %
2025Q4214-446,313,450+1.6 %
2025Q3218-1945,575,713-6.3 %
2025Q2237-1148,621,843-14.8 %
2025Q1248-757,072,287+1.0 %
2024Q4255+856,512,842+5.1 %
2024Q3247-1253,771,354+2.8 %
2024Q2259+1252,328,817+17.8 %
2024Q1247-744,432,283-8.6 %
2023Q425448,625,803

Institutional managers

174 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Bain Capital Investors LLC49,946,972595.4M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC13,540,385161.4M $as of Mar 31, 2026
Pentwater Capital Management LP12,655,000150.8M $as of Mar 31, 2026
KING STREET CAPITAL MANAGEMENT, L.P.10,229,730121.9M $as of Mar 31, 2026
UBS Group AG10,191,781121.5M $as of Mar 31, 2026
BlackRock, Inc.5,660,78867.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP5,296,41163.1M $as of Mar 31, 2026
Clearbridge Investments, LLC4,118,05649.1M $as of Mar 31, 2026
Davidson Kempner Capital Management LP3,336,46439.8M $as of Mar 31, 2026
FMR LLC2,191,46526.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,002,37423.9M $as of Mar 31, 2026
STATE STREET CORP1,953,77823.3M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.1,949,72023.2K $as of Mar 31, 2026
HSBC HOLDINGS PLC1,915,66822.6M $as of Mar 31, 2026
GLENVIEW CAPITAL MANAGEMENT, LLC1,800,00021.5M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,589,36818.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,280,55215.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,239,98214.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,107,25013.2M $as of Mar 31, 2026
LMR Partners LLP1,100,00013.1M $as of Mar 31, 2026
Sea Cliff Partners Management, LP1,039,79912.4M $as of Mar 31, 2026
MORGAN STANLEY1,012,17712.1M $as of Mar 31, 2026
Man Group plc946,51911.3M $as of Mar 31, 2026
Whitefort Capital Management, LP911,13610.9M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC797,7949.5M $as of Mar 31, 2026

Declared shareholders of Surgery Partners Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
King Street Capital Management, L.P. and 2 others4.60 %6,058,141as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Surgery Partners Inc". https://titelia.com/en/stocks/surgery-partners-inc-US86881A1007