Surgery Partners, Inc.
DE ˙ DB ˙ US86881A1007
11,50 € 0,00 (0,00%)
2026-06-05
DEL PRIS
SecurityDE:1SP / Surgery Partners, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,012,177 shares
Latest Disclosed Value $ 12,065,151
Morgan Stanley reports 11.28% decrease in ownership of 1SP / Surgery Partners, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,012,177 shares of Surgery Partners, Inc. (DE:1SP) valued at $10,324,205 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,140,803 shares of Surgery Partners, Inc.. This represents a change in shares of -11.28% during the quarter. The current value of the position is $11,640,036 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SURGERY PARTNERS COM 86881A100 1,012,177 -128,626 -11.28 12,065 -31.55 0.0007
2026-05-27 2025-12-31 13F/A-1 SURGERY PARTNERS COM 86881A100 1,140,803 143,620 14.40 17,625 -18.32 0.0011
2026-02-13 2025-12-31 13F SURGERY PARTNERS COM 86881A100 1,140,803 143,620 17,625 0.0011
2026-05-27 2025-09-30 13F/A-1 SURGERY PARTNERS COM 86881A100 997,183 443,370 80.06 21,579 75.28 0.0013
2025-11-14 2025-09-30 13F SURGERY PARTNERS COM 86881A100 997,183 443,370 21,579 0.0013
2025-08-15 2025-06-30 13F SURGERY PARTNERS COM 86881A100 553,813 195,440 54.54 12,311 44.65 0.0008
2025-05-15 2025-03-31 13F SURGERY PARTNERS COM 86881A100 358,373 -104,436 -22.57 8,511 -13.13 0.0006
2025-05-15 2024-12-31 13F/A-1 SURGERY PARTNERS COM 86881A100 462,809 17,349 3.89 9,798 -31.78 0.0007
2025-02-14 2024-12-31 13F SURGERY PARTNERS COM 86881A100 462,809 17,349 9,798 0.0007
2025-05-14 2024-09-30 13F/A-2 SURGERY PARTNERS COM 86881A100 445,460 -6,473 -1.43 14,362 33.58 0.0010
2025-02-14 2024-09-30 13F/A-1 SURGERY PARTNERS COM 86881A100 445,460 -6,473 14,362 0.0010
2024-11-14 2024-09-30 13F SURGERY PARTNERS COM 86881A100 445,460 -6,473 14,362 0.0001
2025-05-14 2024-06-30 13F/A-2 SURGERY PARTNERS COM 86881A100 451,933 61,099 15.63 10,751 -7.78 0.0008
2024-10-17 2024-06-30 13F/A-1 SURGERY PARTNERS COM 86881A100 451,933 61,099 10,751 0.0008
2024-08-14 2024-06-30 13F SURGERY PARTNERS COM 86881A100 451,933 61,099 10,751 0.0008
2024-10-17 2024-03-31 13F/A-2 SURGERY PARTNERS COM 86881A100 390,834 -41,777 -9.66 11,659 -15.76 0.0009
2024-08-16 2024-03-31 13F/A-1 SURGERY PARTNERS COM 86881A100 390,834 -41,777 11,659 0.0001
2024-05-15 2024-03-31 13F SURGERY PARTNERS COM 86881A100 390,834 -41,777 11,659 0.0009
2024-08-16 2023-12-31 13F/A-1 SURGERY PARTNERS COM 86881A100 432,611 187,982 76.84 13,839 93.42 0.0012
2024-02-13 2023-12-31 13F SURGERY PARTNERS COM 86881A100 432,611 187,982 13,839 0.0012
2023-11-15 2023-09-30 13F SURGERY PARTNERS COM 86881A100 244,629 -99,515 -28.92 7,155 -53.79 0.0007
2023-08-14 2023-06-30 13F SURGERY PARTNERS COM 86881A100 344,144 232,079 207.09 15,483 300.91 0.0015
2023-05-15 2023-03-31 13F SURGERY PARTNERS COM 86881A100 112,065 -99,481 -47.03 3,863 -34.46 0.0004
2023-02-14 2022-12-31 13F SURGERY PARTNERS COM 86881A100 211,546 14,936 7.60 5,894 28.08 0.0007
2022-11-14 2022-09-30 13F SURGERY PARTNERS COM 86881A100 196,610 2,503 1.29 4,601 -18.03 0.0006
2022-10-27 2022-06-30 13F/A-1 SURGERY PARTNERS COM 86881A100 194,107 16,710 9.42 5,613 -42.53 0.0007
2022-08-15 2022-06-30 13F SURGERY PARTNERS COM 86881A100 194,107 16,710 5,613 0.0001
2022-10-27 2022-03-31 13F/A-1 SURGERY PARTNERS COM 86881A100 177,397 105,414 146.44 9,767 154.08 0.0013
2022-05-13 2022-03-31 13F SURGERY PARTNERS COM 86881A100 177,397 105,414 9,767 0.0013
2022-02-14 2021-12-31 13F SURGERY PARTNERS COM 86881A100 71,983 -65,349 -47.58 3,844 -33.88 0.0005
2021-11-15 2021-09-30 13F SURGERY PARTNERS COM 86881A100 137,332 -339,864 -71.22 5,814 -81.71 0.0008
2021-08-23 2021-06-30 13F/A-1 SURGERY PARTNERS COM 86881A100 477,196 22,352 4.91 31,791 57.91 0.0042
2021-08-16 2021-06-30 13F SURGERY PARTNERS COM 86881A100 477,196 22,352 31,791 0.0009
2021-05-17 2021-03-31 13F SURGERY PARTNERS COM 86881A100 454,844 429,047 1,663.17 20,132 2,587.85 0.0030
2021-02-16 2020-12-31 13F SURGERY PARTNERS COM 86881A100 25,797 12,598 95.45 749 159.17 0.0001
2020-11-13 2020-09-30 13F SURGERY PARTNERS COM 86881A100 13,199 4,935 59.72 289 204.21 0.0001
2020-08-14 2020-06-30 13F SURGERY PARTNERS COM 86881A100 8,264 5,795 234.71 95 493.75 0.0000
2020-05-26 2020-03-31 13F/A-1 SURGERY PARTNERS COM 86881A100 2,469 -36,586 -93.68 16 -97.38 0.0000
2020-05-15 2020-03-31 13F SURGERY PARTNERS COM 86881A100 2,469 -36,586 16 1.2291
2020-02-14 2019-12-31 13F SURGERY PARTNERS COM 86881A100 39,055 31,862 442.96 611 1,052.83 0.0001
2019-11-14 2019-09-30 13F SURGERY PARTNERS COM 86881A100 7,193 5,319 283.83 53 253.33 0.0000
2019-08-14 2019-06-30 13F SURGERY PARTNERS COM 86881A100 1,874 -2,567 -57.80 15 -70.00 0.0000
2019-05-15 2019-03-31 13F SURGERY PARTNERS COM 86881A100 4,441 -69,241 -93.97 50 -93.07 0.0000
2019-02-14 2018-12-31 13F SURGERY PARTNERS COM 86881A100 73,682 8,320 12.73 722 -33.02 0.0002
2019-04-23 2018-09-30 13F/A-2 SURGERY PARTNERS COM 86881A100 65,362 7,034 12.06 1,078 24.05 0.0003
2018-11-20 2018-09-30 13F/A-1 SURGERY PARTNERS COM 86881A100 65,362 0 1,078 0.0003
2018-11-14 2018-09-30 13F SURGERY PARTNERS COM 86881A100 65,362 7,034 1,078
2019-04-23 2018-06-30 13F/A-1 SURGERY PARTNERS COM 86881A100 58,328 16,581 39.72 869 21.37 0.0002
2018-08-14 2018-06-30 13F SURGERY PARTNERS COM 86881A100 58,328 16,581 869
2019-04-23 2018-03-31 13F/A-1 SURGERY PARTNERS COM 86881A100 41,747 1,723 4.30 716 47.63 0.0002
2018-05-14 2018-03-31 13F SURGERY PARTNERS COM 86881A100 41,747 1,723 716
2019-04-23 2017-12-31 13F/A-1 SURGERY PARTNERS COM 86881A100 40,024 13,958 53.55 485 79.63 0.0001
2018-02-14 2017-12-31 13F SURGERY PARTNERS COM 86881A100 40,024 13,958 485
2017-11-14 2017-09-30 13F SURGERY PARTNERS COM 86881A100 26,066 7,274 38.71 270 -36.92 0.0001
2017-08-11 2017-06-30 13F SURGERY PARTNERS COM 86881A100 18,792 -6,743 -26.41 428 -14.06 0.0001
2017-05-22 2017-03-31 13F/A-1 SURGERY PARTNERS COM 86881A100 25,535 -29,645 -53.72 498 -43.09 0.0002
2017-05-12 2017-03-31 13F SURGERY PARTNERS COM 86881A100 25,535 498
2017-02-22 2016-12-31 13F/A-1 SURGERY PARTNERS COM 86881A100 55,180 48,641 743.86 875 557.89 0.0003
2017-02-13 2016-12-31 13F SURGERY PARTNERS COM 86881A100 55,180 875
2016-11-10 2016-09-30 13F SURGERY PARTNERS COM 86881A100 6,539 2,633 67.41 133 90.00 0.0000
2016-08-12 2016-06-30 13F SURGERY PARTNERS COM 86881A100 3,906 1,780 83.73 70 141.38 0.0000
2016-05-12 2016-03-31 13F SURGERY PARTNERS COM 86881A100 2,126 -14,213 -86.99 29 -91.34 0.0000
2016-02-09 2015-12-31 13F SURGERY PARTNERS COM 86881A100 16,339 16,339 335 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.