Surgery Partners, Inc.
US ˙ NasdaqGS ˙ US86881A1007

SecuritySGRY / Surgery Partners, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership12,284 shares
Latest Disclosed Value $ 146,426
Citigroup Inc reports 52.27% increase in ownership of SGRY / Surgery Partners, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 12,284 shares of Surgery Partners, Inc. (US:SGRY) valued at $146,425 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,067 shares of Surgery Partners, Inc.. This represents a change in shares of 52.27% during the quarter. The current value of the position is $168,045 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)
2026-05-11 2026-03-31 13F SURGERY PARTNERS COM 86881A100 12,284 4,217 52.27 146 17.74 0.0000
2026-02-13 2025-12-31 13F SURGERY PARTNERS COM 86881A100 8,067 -50,350 -86.19 125 -90.19 0.0001
2025-11-10 2025-09-30 13F SURGERY PARTNERS COM 86881A100 58,417 22,469 62.50 1,264 58.20 0.0006
2025-08-11 2025-06-30 13F SURGERY PARTNERS COM 86881A100 35,948 -26,541 -42.47 799 -46.16 0.0004
2025-05-12 2025-03-31 13F SURGERY PARTNERS COM 86881A100 62,489 -30,729 -32.96 1,484 -24.78 0.0008
2025-02-12 2024-12-31 13F SURGERY PARTNERS COM 86881A100 93,218 35,614 61.83 1,973 6.25 0.0012
2024-11-12 2024-09-30 13F SURGERY PARTNERS COM 86881A100 57,604 36,291 170.28 1,857 266.27 0.0011
2024-08-12 2024-06-30 13F SURGERY PARTNERS COM 86881A100 21,313 6,883 47.70 507 17.91 0.0003
2024-05-10 2024-03-31 13F SURGERY PARTNERS COM 86881A100 14,430 3,714 34.66 430 25.73 0.0003
2024-02-09 2023-12-31 13F SURGERY PARTNERS COM 86881A100 10,716 9,641 896.84 343 1,003.23 0.0002
2023-12-06 2023-09-30 13F/A-1 SURGERY PARTNERS COM 86881A100 1,075 -21,675 -95.27 31 -96.97 0.0000
2023-11-09 2023-09-30 13F SURGERY PARTNERS COM 86881A100 1,075 -21,675 31 0.0000
2023-08-10 2023-06-30 13F SURGERY PARTNERS COM 86881A100 22,750 16,347 255.30 1,024 365.00 0.0007
2023-05-11 2023-03-31 13F SURGERY PARTNERS COM 86881A100 6,403 962 17.68 221 45.70 0.0002
2023-02-09 2022-12-31 13F SURGERY PARTNERS COM 86881A100 5,441 -1,136 -17.27 152 -1.95 0.0001
2022-11-10 2022-09-30 13F SURGERY PARTNERS COM 86881A100 6,577 -481 -6.81 154 -24.51 0.0001
2022-08-10 2022-06-30 13F SURGERY PARTNERS COM 86881A100 7,058 273 4.02 204 -45.31 0.0002
2022-05-12 2022-03-31 13F SURGERY PARTNERS COM 86881A100 6,785 -8,216 -54.77 373 -53.43 0.0002
2022-02-10 2021-12-31 13F SURGERY PARTNERS COM 86881A100 15,001 -7,788 -34.17 801 -16.99 0.0004
2021-11-10 2021-09-30 13F SURGERY PARTNERS COM 86881A100 22,789 -9,035 -28.39 965 -54.48 0.0006
2021-08-10 2021-06-30 13F SURGERY PARTNERS COM 86881A100 31,824 12,250 62.58 2,120 144.80 0.0013
2021-05-13 2021-03-31 13F SURGERY PARTNERS COM 86881A100 19,574 -55,266 -73.85 866 -60.11 0.0006
2021-02-11 2020-12-31 13F SURGERY PARTNERS COM 86881A100 74,840 46,407 163.22 2,171 248.48 0.0013
2020-11-12 2020-09-30 13F SURGERY PARTNERS COM 86881A100 28,433 4,110 16.90 623 121.71 0.0004
2020-08-12 2020-06-30 13F SURGERY PARTNERS COM 86881A100 24,323 5,610 29.98 281 130.33 0.0002
2020-05-12 2020-03-31 13F SURGERY PARTNERS COM 86881A100 18,713 13,327 247.44 122 45.24 0.0001
2020-02-12 2019-12-31 13F SURGERY PARTNERS COM 86881A100 5,386 -926 -14.67 84 78.72 0.0001
2019-11-08 2019-09-30 13F SURGERY PARTNERS COM 86881A100 6,312 238 3.92 47 -4.08 0.0000
2019-08-12 2019-06-30 13F SURGERY PARTNERS COM 86881A100 6,074 2,562 72.95 49 22.50 0.0000
2019-05-13 2019-03-31 13F SURGERY PARTNERS COM 86881A100 3,512 1,013 40.54 40 66.67 0.0000
2019-02-12 2018-12-31 13F SURGERY PARTNERS COM 86881A100 2,499 2,486 19,123.08 24 0.0000
2018-11-13 2018-09-30 13F SURGERY PARTNERS COM 86881A100 13 13 0 0.0000
2018-08-10 2018-06-30 13F SURGERY PARTNERS COM 86881A100 0 -97 -100.00 0 -100.00
2018-05-11 2018-03-31 13F SURGERY PARTNERS COM 86881A100 97 -5,257 -98.19 2 -96.92 0.0000
2018-02-12 2017-12-31 13F SURGERY PARTNERS COM 86881A100 5,354 -36,233 -87.13 65 -84.88 0.0001
2017-11-13 2017-09-30 13F SURGERY PARTNERS COM 86881A100 41,587 37,418 897.53 430 352.63 0.0004
2017-08-11 2017-06-30 13F SURGERY PARTNERS COM 86881A100 4,169 3,212 335.63 95 427.78 0.0001
2017-05-12 2017-03-31 13F SURGERY PARTNERS COM 86881A100 957 -18,199 -95.00 18 -94.08 0.0000
2017-02-10 2016-12-31 13F SURGERY PARTNERS COM 86881A100 19,156 17,210 884.38 304 679.49 0.0003
2016-11-10 2016-09-30 13F SURGERY PARTNERS COM 86881A100 1,946 -47 -2.36 39 8.33 0.0000
2016-08-12 2016-06-30 13F SURGERY PARTNERS COM 86881A100 1,993 -10,591 -84.16 36 -78.44 0.0000
2016-05-13 2016-03-31 13F SURGERY PARTNERS COM 86881A100 12,584 7,819 164.09 167 70.41 0.0002
2016-02-12 2015-12-31 13F SURGERY PARTNERS COM 86881A100 4,765 4,765 98 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.