163 tracked 13F filers disclose a position in SGRY as of the latest SEC 13F filings, a combined $1.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAIN CAPITAL INVESTORS LLC | $595.4M | 49.9M | —Held | Q1 2026 | |
| 2 | JANUS HENDERSON GROUP PLC | $161.4M | 13.5M | ▲~0% Added · +2K sh | Q1 2026 | |
| 3 | Pentwater Capital Management LP | $150.8M | 12.7M | ▲+27% Added · +2.7M sh | Q1 2026 | |
| 4 | KING STREET CAPITAL MANAGEMENT, L.P. | $121.9M | 10.2M | —Held | Q1 2026 | |
| 5 | UBS Group AG | $121.5M | 10.2M | ▲+31% Added · +2.4M sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $67.5M | 5.7M | ▼−0.5% Reduced · −30K sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $63.1M | 5.3M | ▲+7.9% Added · +390K sh | Q1 2026 | |
| 8 | Clearbridge Investments, LLC | $49.1M | 4.1M | ▼−2.6% Reduced · −110K sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $43.3M | 3.6M | →First observed position No prior filed position | Q1 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $40.9M | 3.4M | →First observed position No prior filed position | Q1 2026 | |
| 11 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | $39.8M | 3.3M | ▲+41% Added · +965K sh | Q1 2026 | |
| 12 | FMR LLC | $26.1M | 2.2M | ▼−67% Reduced · −4.4M sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $23.9M | 2.0M | ▲+3.0% Added · +59K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $23.3M | 2.0M | ▲+4.3% Added · +81K sh | Q1 2026 | |
| 15 | T. Rowe Price Investment Management, Inc. | Withheld | 1.9M | ▲+311% Added · +1.5M sh | Q1 2026 | |
| 16 | HSBC HOLDINGS PLC | $22.6M | 1.9M | ▼−0.8% Reduced · −16K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $18.9M | 1.6M | ▲+44% Added · +489K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $15.3M | 1.3M | ▼−35% Reduced · −679K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $14.8M | 1.2M | ▲+98% Added · +614K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.2M | 1.1M | ▲+12% Added · +117K sh | Q1 2026 | |
| 21 | LMR Partners LLP | $13.1M | 1.1M | ▲+205% Added · +740K sh | Q1 2026 | |
| 22 | Sea Cliff Partners Management, LP | $12.4M | 1.0M | ▲+54% Added · +366K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $12.1M | 1.0M | ▼−11% Reduced · −129K sh | Q1 2026 | |
| 24 | Man Group plc | $11.3M | 947K | ▲+188% Added · +618K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $9.5M | 798K | ▲+14% Added · +97K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in SGRY and 23 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 68 funds | $167.0B |
| NVIDIA CORPNVDA | 67 funds | $248.9B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $71.3B |
| ELI LILLY & COLLY | 67 funds | $50.3B |
| AMAZON.COM INCAMZN | 66 funds | $119.7B |
| BROADCOM INCAVGO | 65 funds | $100.8B |
| MICRON TECHNOLOGY INCMU | 65 funds | $18.2B |
| ALPHABET INC-CL AGOOGL | 64 funds | $90.8B |
| ADVANCED MICRO DEVICESAMD | 63 funds | $19.2B |
| APPLE INCAAPL | 62 funds | $182.6B |
| ALPHABET INC-CL CGOOG | 62 funds | $78.4B |
| VISA INC-CLASS A SHARESV | 62 funds | $40.5B |
Ranked by how many of SGRY's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 16, 2026 | Evans Jason Eric | Chief Executive Officer | Sell (S) | 20K | $254K |
| Mar 16, 2026 | Doherty David T | Chief Financial Officer | Sell (S) | 9K | $111K |
| Mar 13, 2026 | Brittenham Marissa | Chief Strategy Officer | Sell (S) | 4K | $46K |
| Mar 13, 2026 | Burkhalter Danielle | Chief Human Resources Officer | Sell (S) | 3K | $45K |
| Mar 12, 2026 | Baldock Jennifer | Chief Admin & Dev Officer | Sell (S) | 6K | $76K |
| Mar 6, 2026 | Brittenham Marissa | Chief Strategy Officer | Sell (S) | 9K | $120K |
| Mar 6, 2026 | Webb William Trenton | American Group President | Sell (S) | 272 | $4K |
| Mar 6, 2026 | Burkhalter Danielle | Chief Human Resources Officer | Sell (S) | 8K | $105K |
| Mar 6, 2026 | Baldock Jennifer | Chief Admin & Dev Officer | Sell (S) | 10K | $138K |
| Mar 6, 2026 | Doherty David T | Chief Financial Officer | Sell (S) | 15K | $202K |
| Mar 6, 2026 | Evans Jason Eric | Chief Executive Officer | Sell (S) | 11K | $158K |
| Mar 5, 2026 | Webb William Trenton | American Group President | Sell (S) | 2K | $25K |
Connected entities for SGRY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SGRY/capital-change-brief"
Use Arkolith's capital_change_brief for SGRY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SGRY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.