As of the latest SEC filings, Surgery Partners, Inc. (SGRY) is held by 197 institutional funds. The largest fund shareholder is Janus Henderson Contrarian Fund (JSVAX), holding an estimated $154,717,308.80 in market value, representing 3.61% of its portfolio.
Funds holding Surgery Partners, Inc. (SGRY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SGRY
- CIK:
- 0001638833
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
JSVAX
Janus Henderson Contrarian Fund
|
MF | Independent / Boutique | 3.61% | $154,717,308.80 | 12,979,640 | Mar 31, 2026 | May 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $29,219,901.28 | 2,451,334 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $22,504,423.60 | 1,887,955 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.12% | $22,490,595.08 | 1,603,036 | Apr 30, 2026 | Jun 24, 2026 |
|
LCLCX
ClearBridge Select Fund
|
MF | Franklin Templeton | 0.70% | $22,374,679.22 | 1,594,774 | Apr 30, 2026 | Jun 22, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $21,384,801.84 | 1,794,027 | Mar 31, 2026 | May 28, 2026 |
|
SBPYX
ClearBridge Small Cap Growth Fund
|
MF | Franklin Templeton | 0.98% | $19,703,844.24 | 1,404,408 | Apr 30, 2026 | Jun 22, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.02% | $13,586,118.00 | 1,139,775 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $10,735,882.27 | 765,209 | Apr 30, 2026 | Jun 26, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.13% | $10,274,098.32 | 861,921 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $10,101,520.56 | 847,443 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.12% | $9,246,836.28 | 659,076 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.06% | $7,909,730.56 | 663,568 | Mar 31, 2026 | May 28, 2026 |
|
FSHCX
Select Health Care Services Portfolio
|
MF | Fidelity | 0.95% | $7,702,833.50 | 496,957 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $6,612,240.79 | 471,293 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Focused Growth Portfolio
|
ETF | Independent / Boutique | 1.42% | $6,258,894.00 | 525,075 | Mar 31, 2026 | May 27, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $6,211,981.50 | 400,773 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.04% | $5,939,553.50 | 383,197 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $5,789,914.43 | 412,681 | Apr 30, 2026 | Jun 29, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.03% | $5,754,979.50 | 371,289 | Feb 28, 2026 | Apr 24, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $5,651,300.00 | 364,600 | Feb 28, 2026 | Apr 24, 2026 |
|
TRSSX
T. Rowe Price Institutional Small-Cap Stock Fund
|
MF | T. Rowe Price | 0.13% | $5,623,248.08 | 471,749 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,464,867.39 | 389,513 | Apr 30, 2026 | Jun 24, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.05% | $4,543,158.50 | 293,107 | Feb 28, 2026 | Apr 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $3,923,531.59 | 279,653 | Apr 30, 2026 | Jun 24, 2026 |
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