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Compiled from SEC Form N-PX filings and SURGERY PARTNERS INC.’s Form 8-K, filed 2024-06-11 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore SURGERY PARTNERS INC. in the interactive database Compare manager voting policies
These tallies are SURGERY PARTNERS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-11 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Clifford G. Adlerz | 115,827,639 | -- | -- | 6,509,409 | 1,952,220 | Majority: yes |
| Elect Director: J. Eric Evans | 115,825,708 | -- | -- | 6,511,340 | 1,952,220 | Majority: yes |
| Elect Director: Blair E. Hendrix | 100,770,568 | -- | -- | 21,566,480 | 1,952,220 | Majority: yes |
| Elect Director: Andrew T. Kaplan | 115,622,481 | -- | -- | 6,714,567 | 1,952,220 | Majority: yes |
| Proposal 2: Advisory vote on executive compensation | 121,165,656 | 1,057,012 | 114,380 | -- | 1,952,220 | Majority: yes |
| Proposal 3: Approval of employee stock purchase plan | 122,222,115 | 23,346 | 91,587 | -- | 1,952,220 | Majority: yes |
| Proposal 4: Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for fiscal year 2024 | 124,204,760 | 19,340 | 65,168 | -- | -- | Majority: yes |
Source: SURGERY PARTNERS INC., Form 8-K, filed with the SEC on 2024-06-11 — read the filing on EDGAR.
Each item below shows how the 222 asset managers that disclosed a SURGERY PARTNERS INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 7 wordings of this item as funds reported it.
99.1% Majority: yes · of votes cast
SURGERY PARTNERS INC.’s own tally for this item (“Proposal 2: Advisory vote on executive compensation”): 121,165,656 for, 1,057,012 against, per its Form 8-K filed 2024-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 127,101,670 outstanding shares: 95% for, 0.9% against (96% of the company cast a for/against vote).
The 221 asset managers below cast 99.4% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | 49,946,972 | 0 | 0 | 0 | For |
| Fidelity | 37,736,981 | 0 | 0 | 0 | For |
| Vanguard | 13,680,511 | 0 | 0 | 0 | For |
| Wellington | 8,705,852 | 0 | 0 | 0 | For |
| Clearbridge Investments, LLC | 5,106,316 | 0 | 0 | 0 | For |
| Durable Capital Partners LP | 4,784,463 | 0 | 0 | 0 | For |
| Legg Mason | 4,422,878 | 0 | 0 | 0 | For |
| Invesco | 3,259,718 | 0 | 0 | 0 | For |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 3,186,803 | 0 | 0 | 0 | For |
| BlackRock | 3,164,217 | 0 | 0 | 0 | For |
| Janus Henderson | 2,665,572 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,620,982 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,885,376 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,363,621 | 0 | 0 | 0 | For |
| Charles Schwab | 1,316,941 | 0 | 0 | 0 | For |
| State Street | 1,234,591 | 0 | 0 | 0 | For |
| Dimensional | 1,231,757 | 0 | 0 | 0 | For |
| Victory Capital | 880,199 | 0 | 0 | 0 | For |
| Northern Trust | 643,029 | 0 | 0 | 0 | For |
| Goldman Sachs | 597,623 | 0 | 0 | 0 | For |
| Columbus Hill Capital Management, L.P. | 0 | 514,273 | 0 | 0 | Against |
| Jackson National | 472,772 | 0 | 0 | 0 | For |
| Equitable | 462,844 | 0 | 0 | 0 | For |
| Avidity Partners Management LP | 413,196 | 0 | 0 | 0 | For |
| UBS | 401,703 | 0 | 0 | 0 | For |
Showing the 25 largest of 221 asset managers. See all 221 in the interactive database.
Combines 4 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
SURGERY PARTNERS INC.’s own tally for this item (“Elect Director: Clifford G. Adlerz”): 115,827,639 for, 6,509,409 withheld, per its Form 8-K filed 2024-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 127,101,670 outstanding shares: 91% for, 5% withheld (96% of the company cast a for/withheld vote).
The 69 asset managers below cast 100% of the shares they voted on this item FOR (48,783,048 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 19,017,374 | 0 | 0 | 0 | For |
| Vanguard | 13,474,367 | 0 | 0 | 0 | For |
| Legg Mason | 4,422,878 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,620,982 | 0 | 0 | 0 | For |
| BlackRock | 1,680,864 | 0 | 0 | 0 | For |
| Invesco | 1,584,191 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 897,236 | 0 | Abstain |
| T. Rowe Price | 813,214 | 0 | 0 | 0 | For |
| Charles Schwab | 657,718 | 0 | 0 | 0 | For |
| Goldman Sachs | 497,560 | 0 | 0 | 0 | For |
| Jackson National | 447,811 | 0 | 24,961 | 0 | For |
| Equitable | 462,844 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 327,871 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 311,320 | 0 | 0 | 0 | For |
| Royce | 292,547 | 0 | 0 | 0 | For |
| Victory Capital | 264,071 | 0 | 0 | 0 | For |
| TIAA | 196,606 | 0 | 0 | 0 | For |
| Hartford | 196,276 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 140,970 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 104,998 | 0 | 0 | 0 | For |
| John Hancock | 97,404 | 0 | 0 | 0 | For |
| New York Life | 94,924 | 0 | 0 | 0 | For |
| Thornburg | 93,077 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 90,000 | 0 | 0 | 0 | For |
| JPMorgan | 84,495 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 4 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
SURGERY PARTNERS INC.’s own tally for this item (“Elect Director: J. Eric Evans”): 115,825,708 for, 6,511,340 withheld, per its Form 8-K filed 2024-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 127,101,670 outstanding shares: 91% for, 5% withheld (96% of the company cast a for/withheld vote).
The 69 asset managers below cast 100% of the shares they voted on this item FOR (48,783,048 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 19,017,374 | 0 | 0 | 0 | For |
| Vanguard | 13,474,367 | 0 | 0 | 0 | For |
| Legg Mason | 4,422,878 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,620,982 | 0 | 0 | 0 | For |
| BlackRock | 1,680,864 | 0 | 0 | 0 | For |
| Invesco | 1,584,191 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 897,236 | 0 | Abstain |
| T. Rowe Price | 813,214 | 0 | 0 | 0 | For |
| Charles Schwab | 657,718 | 0 | 0 | 0 | For |
| Goldman Sachs | 497,560 | 0 | 0 | 0 | For |
| Jackson National | 447,811 | 0 | 24,961 | 0 | For |
| Equitable | 462,844 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 327,871 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 311,320 | 0 | 0 | 0 | For |
| Royce | 292,547 | 0 | 0 | 0 | For |
| Victory Capital | 264,071 | 0 | 0 | 0 | For |
| TIAA | 196,606 | 0 | 0 | 0 | For |
| Hartford | 196,276 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 140,970 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 104,998 | 0 | 0 | 0 | For |
| John Hancock | 97,404 | 0 | 0 | 0 | For |
| New York Life | 94,924 | 0 | 0 | 0 | For |
| Thornburg | 93,077 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 90,000 | 0 | 0 | 0 | For |
| JPMorgan | 84,495 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 4 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
SURGERY PARTNERS INC.’s own tally for this item (“Elect Director: Blair E. Hendrix”): 100,770,568 for, 21,566,480 withheld, per its Form 8-K filed 2024-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 127,101,670 outstanding shares: 79% for, 17% withheld (96% of the company cast a for/withheld vote).
The 69 asset managers below cast 100% of the shares they voted on this item FOR (40,513,629 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 18,934,914 | 0 | 82,460 | 0 | For |
| Vanguard | 13,474,367 | 0 | 0 | 0 | For |
| Legg Mason | 4,422,878 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,298,442 | 0 | 322,540 | 0 | For |
| BlackRock | 0 | 0 | 1,680,864 | 0 | Abstain |
| Invesco | 0 | 0 | 1,584,191 | 0 | Abstain |
| Dimensional | 0 | 0 | 897,236 | 0 | Abstain |
| T. Rowe Price | 0 | 0 | 813,214 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 657,718 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 497,560 | 0 | Abstain |
| Jackson National | 266,160 | 0 | 206,612 | 0 | For |
| Equitable | 251,309 | 0 | 211,535 | 0 | For |
| Bridge Builder Trust | 0 | 0 | 327,871 | 0 | Abstain |
| FIRST EAGLE FUNDS | 0 | 0 | 311,320 | 0 | Abstain |
| Royce | 292,547 | 0 | 0 | 0 | For |
| Victory Capital | 2,008 | 0 | 262,063 | 0 | Abstain |
| TIAA | 0 | 0 | 196,606 | 0 | Abstain |
| Hartford | 196,276 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 140,970 | 0 | Abstain |
| Segall Bryant & Hamill Trust | 0 | 0 | 104,998 | 0 | Abstain |
| John Hancock | 35,383 | 0 | 62,021 | 0 | Abstain |
| New York Life | 0 | 0 | 94,924 | 0 | Abstain |
| Thornburg | 93,077 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 0 | 0 | 90,000 | 0 | Abstain |
| JPMorgan | 84,495 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 4 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
SURGERY PARTNERS INC.’s own tally for this item (“Elect Director: Andrew T. Kaplan”): 115,622,481 for, 6,714,567 withheld, per its Form 8-K filed 2024-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 127,101,670 outstanding shares: 91% for, 5% withheld (96% of the company cast a for/withheld vote).
The 69 asset managers below cast 100% of the shares they voted on this item FOR (48,783,048 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 19,017,374 | 0 | 0 | 0 | For |
| Vanguard | 13,474,367 | 0 | 0 | 0 | For |
| Legg Mason | 4,422,878 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,620,982 | 0 | 0 | 0 | For |
| BlackRock | 1,680,864 | 0 | 0 | 0 | For |
| Invesco | 1,584,191 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 897,236 | 0 | Abstain |
| T. Rowe Price | 813,214 | 0 | 0 | 0 | For |
| Charles Schwab | 657,718 | 0 | 0 | 0 | For |
| Goldman Sachs | 497,560 | 0 | 0 | 0 | For |
| Jackson National | 447,811 | 0 | 24,961 | 0 | For |
| Equitable | 462,844 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 327,871 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 311,320 | 0 | 0 | 0 | For |
| Royce | 292,547 | 0 | 0 | 0 | For |
| Victory Capital | 264,071 | 0 | 0 | 0 | For |
| TIAA | 196,606 | 0 | 0 | 0 | For |
| Hartford | 196,276 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 140,970 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 104,998 | 0 | 0 | 0 | For |
| John Hancock | 97,404 | 0 | 0 | 0 | For |
| New York Life | 94,924 | 0 | 0 | 0 | For |
| Thornburg | 93,077 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 90,000 | 0 | 0 | 0 | For |
| JPMorgan | 84,495 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
SURGERY PARTNERS INC.’s own tally for this item (“Proposal 3: Approval of employee stock purchase plan”): 122,222,115 for, 23,346 against, per its Form 8-K filed 2024-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 127,101,670 outstanding shares: 96% for, 0.1% against (96% of the company cast a for/against vote).
The 69 asset managers below cast 100% of the shares they voted on this item FOR (49,725,849 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 19,017,374 | 0 | 0 | 0 | For |
| Vanguard | 13,474,367 | 0 | 0 | 0 | For |
| Legg Mason | 4,422,878 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,620,982 | 0 | 0 | 0 | For |
| BlackRock | 1,680,864 | 0 | 0 | 0 | For |
| Invesco | 1,584,191 | 0 | 0 | 0 | For |
| Dimensional | 897,236 | 0 | 0 | 0 | For |
| T. Rowe Price | 813,214 | 0 | 0 | 0 | For |
| Charles Schwab | 657,718 | 0 | 0 | 0 | For |
| Goldman Sachs | 497,560 | 0 | 0 | 0 | For |
| Jackson National | 472,772 | 0 | 0 | 0 | For |
| Equitable | 462,844 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 327,871 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 311,320 | 0 | 0 | 0 | For |
| Royce | 292,547 | 0 | 0 | 0 | For |
| Victory Capital | 264,071 | 0 | 0 | 0 | For |
| TIAA | 196,606 | 0 | 0 | 0 | For |
| Hartford | 196,276 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 140,970 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 104,998 | 0 | 0 | 0 | For |
| John Hancock | 97,404 | 0 | 0 | 0 | For |
| New York Life | 94,924 | 0 | 0 | 0 | For |
| Thornburg | 93,077 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 90,000 | 0 | 0 | 0 | For |
| JPMorgan | 84,495 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
SURGERY PARTNERS INC.’s own tally for this item (“Proposal 4: Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for fiscal year 2024”): 124,204,760 for, 19,340 against, per its Form 8-K filed 2024-06-11 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 127,101,670 outstanding shares: 98% for, 0.1% against (98% of the company cast a for/against vote).
The 69 asset managers below cast 100% of the shares they voted on this item FOR (49,725,849 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 19,017,374 | 0 | 0 | 0 | For |
| Vanguard | 13,474,367 | 0 | 0 | 0 | For |
| Legg Mason | 4,422,878 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 2,620,982 | 0 | 0 | 0 | For |
| BlackRock | 1,680,864 | 0 | 0 | 0 | For |
| Invesco | 1,584,191 | 0 | 0 | 0 | For |
| Dimensional | 897,236 | 0 | 0 | 0 | For |
| T. Rowe Price | 813,214 | 0 | 0 | 0 | For |
| Charles Schwab | 657,718 | 0 | 0 | 0 | For |
| Goldman Sachs | 497,560 | 0 | 0 | 0 | For |
| Jackson National | 472,772 | 0 | 0 | 0 | For |
| Equitable | 462,844 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 327,871 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 311,320 | 0 | 0 | 0 | For |
| Royce | 292,547 | 0 | 0 | 0 | For |
| Victory Capital | 264,071 | 0 | 0 | 0 | For |
| TIAA | 196,606 | 0 | 0 | 0 | For |
| Hartford | 196,276 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 140,970 | 0 | 0 | 0 | For |
| Segall Bryant & Hamill Trust | 104,998 | 0 | 0 | 0 | For |
| John Hancock | 97,404 | 0 | 0 | 0 | For |
| New York Life | 94,924 | 0 | 0 | 0 | For |
| Thornburg | 93,077 | 0 | 0 | 0 | For |
| BARON SELECT FUNDS | 90,000 | 0 | 0 | 0 | For |
| JPMorgan | 84,495 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Ranked by the number of SURGERY PARTNERS INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 127,101,670 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BAIN CAPITAL INVESTORS LLC | 39.30% |
| 2 | Fidelity | 29.69% |
| 3 | Vanguard | 10.76% |
| 4 | Wellington | 6.85% |
| 5 | Clearbridge Investments, LLC | 4.02% |
| 6 | Durable Capital Partners LP | 3.76% |
| 7 | Legg Mason | 3.48% |
| 8 | Invesco | 2.56% |
| 9 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 2.51% |
| 10 | BlackRock | 2.49% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Bain Capital Investors, LLC | 39.30% | DEF14A |
| FMR LLC | 14.42% | DEF14A |
| FMR (Fidelity) | 8.25% | 13F |
| Wellington Management | 7.96% | 13F |
| Wellington Group | 6.54% | DEF14A |
| Vanguard Group | 5.99% | 13F |
| BlackRock | 4.45% | 13F |
| Invesco | 1.82% | 13F |
| Dimensional Fund Advisors | 1.74% | 13F |
| State Street | 1.36% | 13F |
Percentages above are of 127,101,670 shares outstanding, as reported by SURGERY PARTNERS INC. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from SURGERY PARTNERS INC.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At SURGERY PARTNERS INC.'s shareholder meeting held 2024-06-06, in the 2023-2024 proxy season, 222 asset managers reported how they voted on 7 ballot items in their SEC Form N-PX filings, covering 2,101 separate fund positions. On the most widely held item on that ballot — Approval, on an advisory basis, of the compensation paid by the Company to its named executive… — FOR was 99.1% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: SURGERY PARTNERS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-06-11.
SURGERY PARTNERS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.