Who owns Surgery Partners Inc (SGRY)?
95 US mutual funds and ETFs from 60 fund families reported a position in SGRY for the quarter ending 2026-06-30. Against their own report a quarter earlier, 51 raised shares, 5 opened a new position, 13 cut and 3 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Janus Investment Fund | 1 | 44.9% |
| Vanguard Index Funds | 4 | 21.4% |
| Ishares Trust | 5 | 10.5% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1 | 7.1% |
| T. Rowe Price Equity Funds, Inc. | 1 | 3.8% |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1 | 2.4% |
Tracked managers holding SGRY
None of the managers Prior Moves tracks on 13F reports SGRY in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about SGRY. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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