SCHEDULE: FMR LLC Maintains 5.1% Stake in Surgery Partners
Ownership Disclosure
FMR LLC and its affiliates, including Abigail P. Johnson, reported a continued 5.1% beneficial ownership stake in Surgery Partners Inc. as of December 31, 2025.
Summary
- FMR LLC and its affiliates, including Abigail P. Johnson, reported beneficial ownership of 6,537,015.77 shares of Surgery Partners Inc. common stock.
- This represents 5.1% of the total outstanding common stock of Surgery Partners Inc.
- The filing is an Amendment No. 6 to a Schedule 13G, indicating an update to a previously disclosed ownership position.
- The securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Surgery Partners Inc.
- Abigail P. Johnson's beneficial ownership is attributed through her role as Director, Chairman, and CEO of FMR LLC, and her family's controlling interest in FMR LLC.
Sentiment
Score: 6
Explanation: StockSavvy.ai views this as a neutral to slightly positive signal, as a prominent institutional investor like FMR LLC maintaining a significant stake suggests continued confidence in Surgery Partners Inc. without indicating any immediate strategic changes.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
NA
Management Comments
- NA
Industry Context
StockSavvy.ai notes that Schedule 13G filings are routine disclosures by institutional investors holding more than 5% of a company's stock, indicating a passive investment intent. FMR LLC, as a major asset manager, frequently appears in such filings across various sectors, reflecting its broad investment portfolio in publicly traded companies.
Comparison to Industry Standards
- NA
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
Legal Proceedings
- NA
Related Party Transactions
- Abigail P. Johnson, a Director, Chairman, and Chief Executive Officer of FMR LLC, is also part of the Johnson family, who are the predominant owners of FMR LLC. Her beneficial ownership of Surgery Partners Inc. shares is attributed through FMR LLC, establishing a related party relationship between the reporting persons.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional holder's stake, potentially reinforcing confidence.
- Investors: Offers insight into the holdings of a major asset manager, which can influence investment decisions.
Next Steps
- NA
Key Dates
| Date | Description |
|---|---|
| 2023-01-03 | Effective date of Power of Attorney for FMR LLC. |
| 2023-01-10 | Date of Schedule 13G filing by FMR LLC where Power of Attorney was incorporated by reference. |
| 2023-01-26 | Effective date of Power of Attorney for Abigail P. Johnson. |
| 2023-01-31 | Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney was incorporated by reference. |
| 2025-12-31 | Date of event which requires filing of this statement (ownership position as of this date). |
| 2026-02-04 | Date of joint filing agreement and signature date for the Schedule 13G Amendment No. 6. |
Recommendation
holdThe filing is a routine Schedule 13G amendment, indicating a passive, long-term institutional holding by FMR LLC. It does not provide new fundamental information about Surgery Partners Inc.'s operational performance or strategic direction that would warrant a change in investment thesis. Therefore, a 'hold' recommendation is appropriate for investors who already own the stock, while new investors would need to conduct further due diligence beyond this ownership disclosure.
Keywords
Surgery Partners Inc, SGRY, FMR LLC, Abigail P. Johnson, Beneficial Ownership, Institutional Investor, Schedule 13G, Common Stock, Healthcare Services
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