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
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,928195.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,137144.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,000186K $0.01 %0.01 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 11,987185.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 11,835141.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 11,769165.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 11,525137.4K $0.03 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 11,459160.8K $0.04 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 11,440177.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 10,754128.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,700127.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. 10,000119.2K $0.21 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 9,722115.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,251110.3K $0.03 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,885105.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 8,863124.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,602102.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 8,589120.5K $0.03 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 8,220127.4K $0.05 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,024112.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 7,94594.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 7,541116.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 7,47489.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
Fidelity Sustainable High Yield ETF Fidelity Covington Trust 6,765104.9K $0.10 %0.01 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 6,71080K $0.06 %0.01 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 6,69794K $0.12 %0.01 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6,46277K $0.03 %0.00 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 6,36975.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 6,36089.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,25174.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,04384.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,99092.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,88470.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 5,81581.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 5,62587.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 5,40864.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 5,29763.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,23062.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,98659.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,96959.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 4,78874.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4,77474K $0.02 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,33560.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,60543K $0.01 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 3,43440.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,35440K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,35252K $0.03 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,23850.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,09543.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,92641.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,78139K $0.03 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,74532.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,64941.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,60231K $0.02 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 2,53135.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,45929.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,30027.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,06524.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2,03031.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,82421.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,81121.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,79121.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 1,70620.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1,55721.8K $0.19 %0.00 %as of Apr 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,54221.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,53221.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 1,23514.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,00715.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 98711.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 87212.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 7989.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 5726.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 4686.6K $0.09 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 4545.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 4225K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 4185K $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 3944.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3765.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II 3424.1K $0.82 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 2593.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1952.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1812.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 1412K $0.02 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 1061.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 861.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 791.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 23356.5 $0.03 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 21250.3 $0.01 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 462 $0.00 %as of Feb 28, 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