Titelia

Fund shareholders of Surgery Partners Inc

ISIN US86881A1007 · United States · LEI 549300LC82HG33S19I03

Fund shareholders
189
Of which ETFs
43 146 other funds
Value held
503M $ 16.4M SEK
Share of capital
30.2 % of 130.9M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
Janus Henderson Contrarian Fund JANUS INVESTMENT FUND 12,979,640154.7M $3.61 %9.91 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,451,33429.2M $0.00 %1.87 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,887,95522.5M $0.03 %1.44 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,794,02721.4M $0.01 %1.37 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,603,03622.5M $0.12 %1.22 %as of Apr 30, 2026 ↗
ClearBridge Select Fund Legg Mason Partners Investment Trust 1,594,77422.4M $0.70 %1.22 %as of Apr 30, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 1,404,40819.7M $0.98 %1.07 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,139,77513.6M $0.02 %0.87 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 861,92110.3M $0.13 %0.66 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 847,44310.1M $0.01 %0.65 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 765,20910.7M $0.03 %0.58 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 663,5687.9M $0.06 %0.51 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 659,0769.2M $0.12 %0.50 %as of Apr 30, 2026 ↗
Focused Growth Portfolio PACIFIC SELECT FUND 525,0756.3M $1.42 %0.40 %as of Mar 31, 2026 ↗
Select Health Care Services Portfolio Fidelity Select Portfolios 496,9577.7M $0.95 %0.38 %as of Feb 28, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 471,7495.6M $0.13 %0.36 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 471,2936.6M $0.05 %0.36 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 412,6815.8M $0.04 %0.32 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 400,7736.2M $0.02 %0.31 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 389,5135.5M $0.03 %0.30 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 383,1975.9M $0.04 %0.29 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 371,2895.8M $0.03 %0.28 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 364,6005.7M $0.00 %0.28 %as of Feb 28, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 307,2983.7M $0.93 %0.23 %as of Mar 31, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 300,0003.6M $0.35 %0.23 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 293,1074.5M $0.05 %0.22 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 279,6533.9M $0.02 %0.21 %as of Apr 30, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 232,1383.6M $0.02 %0.18 %as of Feb 28, 2026 ↗
Fidelity High Income Fund Fidelity Summer Street Trust 225,9003.2M $0.11 %0.17 %as of Apr 30, 2026 ↗
Fidelity SAI High Income Fund Fidelity Summer Street Trust 196,0002.7M $0.10 %0.15 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 172,0272.4M $0.03 %0.13 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 168,7592.4M $0.03 %0.13 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 157,0992.2M $0.08 %0.12 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 153,0452.1M $0.01 %0.12 %as of Apr 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 149,0221.8M $0.30 %0.11 %as of Mar 31, 2026 ↗
Select Health Care Portfolio Fidelity Select Portfolios 145,1132.2M $0.04 %0.11 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 139,2102.2M $0.00 %0.11 %as of Feb 28, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 137,0601.6M $0.09 %0.10 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 130,5971.8M $0.00 %0.10 %as of Apr 30, 2026 ↗
SEB Nordamerikafond Småbolag SEB Funds AB 126,58514.4M SEK0.70 %0.10 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 125,0661.5M $0.03 %0.10 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 123,0521.5M $1.78 %0.09 %as of Mar 31, 2026 ↗
WesMark Small Company Fund WesMark Funds 120,0001.4M $0.92 %0.09 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 116,1731.6M $0.13 %0.09 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 113,0471.8M $0.00 %0.09 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 105,2131.3M $0.00 %0.08 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 95,8181.1M $0.06 %0.07 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 94,9331.3M $0.03 %0.07 %as of Apr 30, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 88,8771.1M $0.16 %0.07 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 88,5671.2M $0.05 %0.07 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 82,797986.9K $0.03 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 78,2731.2M $0.01 %0.06 %as of Feb 28, 2026 ↗
Fidelity Series High Income Fund Fidelity Summer Street Trust 67,800951.2K $0.06 %0.05 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,450890.2K $0.00 %0.05 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 62,086871.1K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 57,107885.2K $0.08 %0.04 %as of Feb 28, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 56,275872.3K $0.11 %0.04 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 53,200634.1K $0.03 %0.04 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 50,336706.2K $0.00 %0.04 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 50,225704.7K $0.00 %0.04 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 49,254763.4K $0.00 %0.04 %as of Feb 28, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 48,170675.8K $0.07 %0.04 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 46,618555.7K $0.09 %0.04 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 45,373540.8K $0.00 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 45,305635.6K $0.11 %0.03 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 44,206685.2K $0.01 %0.03 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 43,130514.1K $0.03 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 38,560541K $0.00 %0.03 %as of Apr 30, 2026 ↗
VIP High Income Portfolio Variable Insurance Products Fund 36,300432.7K $0.06 %0.03 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 35,825427K $0.00 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 35,045491.7K $0.02 %0.03 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 34,867415.6K $0.03 %0.03 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 33,984405.1K $0.00 %0.03 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 33,855475K $0.06 %0.03 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 33,656521.7K $0.01 %0.03 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 33,483469.8K $0.03 %0.03 %as of Apr 30, 2026 ↗
Small Cap Value Fund Northern Funds 32,524387.7K $0.06 %0.02 %as of Mar 31, 2026 ↗
Dunham Small Cap Growth Fund Dunham Funds 32,434455K $0.53 %0.02 %as of Apr 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 31,073481.6K $0.18 %0.02 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 30,728476.3K $0.04 %0.02 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 29,100346.9K $0.02 %0.02 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 27,824390.4K $0.05 %0.02 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 27,716330.4K $0.03 %0.02 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 26,795319.4K $0.01 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 26,659413.2K $0.05 %0.02 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 26,652373.9K $0.02 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 26,469371.4K $0.06 %0.02 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 23,336278.2K $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 22,340313.4K $0.03 %0.02 %as of Apr 30, 2026 ↗
Camelot Event Driven Fund FRANK FUNDS 22,000262.2K $0.23 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 21,607257.6K $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 20,129239.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 20,013238.6K $0.03 %0.02 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,481232.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 18,1002.1M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 17,875250.8K $0.14 %0.01 %as of Apr 30, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 17,500208.6K $0.05 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 15,691187K $0.01 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 15,415183.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 14,115168.3K $0.03 %0.01 %as of Mar 31, 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 3.61 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST 1.78 %as of Mar 31, 2026 ↗
Focused Growth Portfolio PACIFIC SELECT FUND 1.42 %as of Mar 31, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 0.98 %as of Apr 30, 2026 ↗
Select Health Care Services Portfolio Fidelity Select Portfolios 0.95 %as of Feb 28, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 0.93 %as of Mar 31, 2026 ↗
WesMark Small Company Fund WesMark Funds 0.92 %as of Mar 31, 2026 ↗
Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II 0.82 %as of Mar 31, 2026 ↗
SEB Nordamerikafond Småbolag SEB Funds AB 0.70 %as of Mar 31, 2026 ↗
ClearBridge Select Fund Legg Mason Partners Investment Trust 0.70 %as of Apr 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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 are 2 beneficial ownership filings. 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
Pentwater Capital Management LP and 1 other9.70 %12,655,000as of Mar 31, 2026 · SCHEDULE 13G
FMR LLC and 1 other1.70 %2,191,465as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

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