Surgery Partners, Inc.
US ˙ NasdaqGS ˙ US86881A1007

SecuritySGRY / Surgery Partners, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership5,296,411 shares
Latest Disclosed Value $ 63,130,850
Dimensional Fund Advisors Lp reports 7.95% increase in ownership of SGRY / Surgery Partners, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 5,296,411 shares of Surgery Partners, Inc. (US:SGRY) valued at $63,133,219 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,906,580 shares of Surgery Partners, Inc.. This represents a change in shares of 7.95% during the quarter. The current value of the position is $71,554,513 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)
2026-05-07 2026-03-31 13F SURGERY PARTNERS COM 86881A100 5,296,411 389,831 7.95 63,131 -16.72 0.0028
2026-02-12 2025-12-31 13F SURGERY PARTNERS COM 86881A100 4,906,580 46,365 0.95 75,808 -27.92 0.0159
2025-11-12 2025-09-30 13F SURGERY PARTNERS COM 86881A100 4,860,215 988,956 25.55 105,177 22.22 0.0226
2025-08-12 2025-06-30 13F SURGERY PARTNERS COM 86881A100 3,871,259 231,603 6.36 86,056 -0.45 0.0199
2025-05-13 2025-03-31 13F SURGERY PARTNERS COM 86881A100 3,639,656 61,795 1.73 86,442 14.13 0.0215
2025-02-13 2024-12-31 13F SURGERY PARTNERS COM 86881A100 3,577,861 563,812 18.71 75,739 -22.06 0.0182
2024-11-07 2024-09-30 13F SURGERY PARTNERS COM 86881A100 3,014,049 212,958 7.60 97,170 45.81 0.0236
2024-08-09 2024-06-30 13F SURGERY PARTNERS COM 86881A100 2,801,091 589,499 26.65 66,643 1.02 0.0174
2024-05-10 2024-03-31 13F SURGERY PARTNERS COM 86881A100 2,211,592 371,380 20.18 65,972 12.06 0.0179
2024-02-07 2023-12-31 13F SURGERY PARTNERS COM 86881A100 1,840,212 149,146 8.82 58,870 19.01 0.0172
2023-11-09 2023-09-30 13F SURGERY PARTNERS COM 86881A100 1,691,066 260,915 18.24 49,466 -23.13 0.0162
2023-08-09 2023-06-30 13F SURGERY PARTNERS COM 86881A100 1,430,151 288,504 25.27 64,345 63.53 0.0205
2023-05-12 2023-03-31 13F SURGERY PARTNERS COM 86881A100 1,141,647 -108,898 -8.71 39,349 115,629.41 0.0133
2023-02-09 2022-12-31 13F SURGERY PARTNERS COM 86881A100 1,250,545 -77,783 -5.86 35 -99.89 0.0103
2022-11-10 2022-09-30 13F SURGERY PARTNERS COM 86881A100 1,328,328 16,103 1.23 31,087 -18.09 0.0119
2022-08-12 2022-06-30 13F SURGERY PARTNERS COM 86881A100 1,312,225 40,943 3.22 37,952 -45.77 0.0136
2022-05-13 2022-03-31 13F SURGERY PARTNERS COM 86881A100 1,271,282 -48,212 -3.65 69,985 -0.69 0.0216
2022-02-09 2021-12-31 13F SURGERY PARTNERS COM 86881A100 1,319,494 -120,642 -8.38 70,473 15.57 0.0213
2021-11-12 2021-09-30 13F SURGERY PARTNERS COM 86881A100 1,440,136 -75,939 -5.01 60,976 -39.63 0.0196
2021-08-12 2021-06-30 13F SURGERY PARTNERS COM 86881A100 1,516,075 184,999 13.90 100,999 71.83 0.0320
2021-05-14 2021-03-31 13F SURGERY PARTNERS COM 86881A100 1,331,076 61,789 4.87 58,779 59.64 0.0194
2021-03-08 2020-12-31 13F/A-2 SURGERY PARTNERS COM 86881A100 1,269,287 58,329 4.82 36,820 38.88 0.0133
2021-02-11 2020-12-31 13F SURGERY PARTNERS COM 86881A100 1,269,287 58,329 36,820 13,297.4269
2020-11-12 2020-09-30 13F SURGERY PARTNERS COM 86881A100 1,210,958 -167,900 -12.18 26,512 66.20 0.0112
2020-08-13 2020-06-30 13F SURGERY PARTNERS COM 86881A100 1,378,858 148,278 12.05 15,952 98.51 0.0070
2020-05-14 2020-03-31 13F SURGERY PARTNERS COM 86881A100 1,230,580 149,923 13.87 8,036 -52.50 0.0042
2020-02-14 2019-12-31 13F SURGERY PARTNERS COM 86881A100 1,080,657 226,841 26.57 16,917 168.31 0.0062
2019-11-12 2019-09-30 13F SURGERY PARTNERS COM 86881A100 853,816 87,763 11.46 6,305 1.12 0.0025
2019-08-13 2019-06-30 13F SURGERY PARTNERS COM 86881A100 766,053 203,170 36.09 6,235 -1.80 0.0024
2019-08-12 2019-03-31 13F/A-2 SURGERY PARTNERS COM 86881A100 562,883 -2,400 -0.42 6,349 14.73 0.0025
2019-05-10 2019-03-31 13F SURGERY PARTNERS COM 86881A100 562,883 -2,400 6,349
2019-02-26 2018-12-31 13F/A-1 SURGERY PARTNERS COM 86881A100 565,283 -1,573 -0.28 5,534 -40.83 0.0025
2019-02-13 2018-12-31 13F SURGERY PARTNERS COM 86881A100 565,283 -1,573 5,534
2018-11-13 2018-09-30 13F SURGERY PARTNERS COM 86881A100 566,856 -4,362 -0.76 9,352 9.87 0.0036
2018-08-10 2018-06-30 13F SURGERY PARTNERS COM 86881A100 571,218 29,643 5.47 8,512 -8.35 0.0034
2018-05-11 2018-03-31 13F SURGERY PARTNERS COM 86881A100 541,575 31,632 6.20 9,288 50.51 0.0039
2018-02-12 2017-12-31 13F SURGERY PARTNERS COM 86881A100 509,943 204,034 66.70 6,171 94.91 0.0026
2017-11-13 2017-09-30 13F SURGERY PARTNERS COM 86881A100 305,909 166,590 119.57 3,166 -0.16 0.0014
2017-08-11 2017-06-30 13F SURGERY PARTNERS COM 86881A100 139,319 139,319 3,171 0.0015
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.