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Compiled from SEC Form N-PX filings and Surgery Partners, Inc.’s Form 8-K, filed 2026-06-05 (Item 5.07 on EDGAR). Page generated 02 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 2026-06-05 (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: Devin O'Reilly | 90,059,419 | -- | -- | 23,613,725 | 6,243,195 | Majority: yes |
| Elect Director: Brent Turner | 110,147,882 | -- | -- | 3,525,262 | 6,243,195 | Majority: yes |
| Elect Director: Laura L. Forese, M.D. | 91,121,777 | -- | -- | 22,551,367 | 6,243,195 | Majority: yes |
| Proposal 2: Advisory vote on executive compensation | 111,639,092 | 2,018,777 | 15,275 | -- | 6,243,195 | Majority: yes |
| Proposal 3: Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal year 2026 | 119,828,741 | 62,950 | 24,648 | -- | -- | Majority: yes |
Source: Surgery Partners, Inc., Form 8-K, filed with the SEC on 2026-06-05 — read the filing on EDGAR.
Each item below shows how the 206 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 8 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Surgery Partners, Inc.’s own tally for this item (“Proposal 2: Advisory vote on executive compensation”): 111,639,092 for, 2,018,777 against, per its Form 8-K filed 2026-06-05 (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 130,797,216 outstanding shares: 85% for, 2% against (87% of the company cast a for/against vote).
The 206 asset managers below cast 99.5% 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 |
| Janus Henderson | 27,023,428 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 12,979,640 | 0 | 0 | 0 | For |
| OAK RIDGE INVESTMENTS LLC | 12,146,711 | 0 | 0 | 0 | For |
| Pentwater Capital Management LP | 12,146,711 | 0 | 0 | 0 | For |
| Vanguard | 7,532,112 | 3 | 0 | 0 | For |
| T. Rowe Price | 4,186,324 | 0 | 0 | 0 | For |
| Clearbridge Investments, LLC | 3,892,008 | 0 | 0 | 0 | For |
| Legg Mason | 3,352,580 | 0 | 0 | 0 | For |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3,108,438 | 0 | 0 | 0 | For |
| BlackRock | 2,777,076 | 0 | 0 | 0 | For |
| Charles Schwab | 2,216,179 | 0 | 0 | 0 | For |
| Fidelity | 2,016,254 | 0 | 0 | 0 | For |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 1,800,000 | 0 | 0 | 0 | For |
| Sea Cliff Partners Management, LP | 1,039,799 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 998,740 | 0 | 0 | 0 | For |
| RAYMOND JAMES & ASSOCIATES | 799,326 | 0 | 0 | 0 | For |
| Irenic Capital Management LP | 0 | 711,000 | 0 | 0 | Against |
| John Hancock | 673,339 | 0 | 0 | 0 | For |
| State Street | 646,727 | 0 | 0 | 0 | For |
| UBS | 630,594 | 0 | 0 | 0 | For |
| Pacific Life | 555,232 | 0 | 0 | 0 | For |
| Northern Trust | 364,797 | 0 | 0 | 0 | For |
| Man Group plc | 270,871 | 0 | 0 | 0 | For |
| Victory Capital | 269,189 | 0 | 0 | 0 | For |
Showing the 25 largest of 206 asset managers. See all 206 in the interactive database.
Combines 4 wordings of this item as funds reported it.
79% Majority: yes · of votes cast
Surgery Partners, Inc.’s own tally for this item (“Elect Director: Devin O'Reilly”): 90,059,419 for, 23,613,725 withheld, per its Form 8-K filed 2026-06-05 (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 130,797,216 outstanding shares: 69% for, 18% withheld (87% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (28,028,553 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JANUS INVESTMENT FUND | 12,979,640 | 0 | 0 | 0 | For |
| Vanguard | 7,005,343 | 0 | 10,901 | 0 | For |
| Legg Mason | 3,352,580 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 0 | 1,688,113 | 0 | Abstain |
| Fidelity | 1,330,716 | 0 | 0 | 0 | For |
| Charles Schwab | 1,108,079 | 0 | 0 | 0 | For |
| BlackRock | 943,442 | 0 | 0 | 0 | For |
| Pacific Life | 555,232 | 0 | 0 | 0 | For |
| Equitable | 163,594 | 0 | 51,508 | 0 | For |
| TIAA | 159,797 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 0 | 0 | 139,374 | 0 | Abstain |
| WESMARK FUNDS | 0 | 0 | 120,000 | 0 | Abstain |
| Lincoln Financial | 55,802 | 0 | 27,195 | 0 | For |
| Gabelli | 73,197 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 57,074 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 46,618 | 0 | Abstain |
| Northern Lights Fund Trust IV | 43,409 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,831 | 0 | 0 | 0 | For |
| First Trust | 0 | 0 | 40,738 | 0 | Abstain |
| Global X | 0 | 0 | 36,187 | 0 | Abstain |
| Bridge Builder Trust | 33,984 | 0 | 0 | 0 | For |
| Goldman Sachs | 0 | 0 | 33,268 | 0 | Abstain |
| JPMorgan | 31,544 | 0 | 0 | 0 | For |
| GDL FUND | 28,000 | 0 | 0 | 0 | For |
| FRANK FUNDS | 22,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Combines 5 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Surgery Partners, Inc.’s own tally for this item (“Elect Director: Brent Turner”): 110,147,882 for, 3,525,262 withheld, per its Form 8-K filed 2026-06-05 (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 130,797,216 outstanding shares: 84% for, 3% withheld (87% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (30,286,687 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JANUS INVESTMENT FUND | 12,979,640 | 0 | 0 | 0 | For |
| Vanguard | 7,005,375 | 0 | 10,869 | 0 | For |
| Legg Mason | 3,352,580 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,687,791 | 0 | 322 | 0 | For |
| Fidelity | 1,330,716 | 0 | 0 | 0 | For |
| Charles Schwab | 1,108,079 | 0 | 0 | 0 | For |
| BlackRock | 943,442 | 0 | 0 | 0 | For |
| Pacific Life | 555,232 | 0 | 0 | 0 | For |
| Equitable | 163,594 | 0 | 51,508 | 0 | For |
| TIAA | 159,797 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 139,374 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 120,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 75,283 | 0 | 7,714 | 0 | For |
| Gabelli | 73,197 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 57,074 | 0 | 0 | 0 | For |
| WisdomTree | 46,618 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 43,409 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,831 | 0 | 0 | 0 | For |
| First Trust | 40,738 | 0 | 0 | 0 | For |
| Global X | 36,187 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 33,984 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,268 | 0 | 0 | 0 | For |
| JPMorgan | 31,544 | 0 | 0 | 0 | For |
| GDL FUND | 28,000 | 0 | 0 | 0 | For |
| FRANK FUNDS | 22,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Combines 5 wordings of this item as funds reported it.
80% Majority: yes · of votes cast
Surgery Partners, Inc.’s own tally for this item (“Elect Director: Laura L. Forese, M.D.”): 91,121,777 for, 22,551,367 withheld, per its Form 8-K filed 2026-06-05 (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 130,797,216 outstanding shares: 70% for, 17% withheld (87% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (28,162,456 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JANUS INVESTMENT FUND | 12,979,640 | 0 | 0 | 0 | For |
| Vanguard | 7,016,207 | 0 | 37 | 0 | For |
| Legg Mason | 3,352,580 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 0 | 1,688,113 | 0 | Abstain |
| Fidelity | 1,330,716 | 0 | 0 | 0 | For |
| Charles Schwab | 1,108,079 | 0 | 0 | 0 | For |
| BlackRock | 943,442 | 0 | 0 | 0 | For |
| Pacific Life | 555,232 | 0 | 0 | 0 | For |
| Equitable | 163,594 | 0 | 51,508 | 0 | For |
| TIAA | 159,797 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 0 | 0 | 139,374 | 0 | Abstain |
| WESMARK FUNDS | 0 | 0 | 120,000 | 0 | Abstain |
| Lincoln Financial | 55,802 | 0 | 27,195 | 0 | For |
| Gabelli | 73,197 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 57,074 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 46,618 | 0 | Abstain |
| Northern Lights Fund Trust IV | 43,409 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,831 | 0 | 0 | 0 | For |
| First Trust | 0 | 0 | 40,738 | 0 | Abstain |
| Global X | 36,187 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 33,984 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,268 | 0 | 0 | 0 | For |
| JPMorgan | 31,544 | 0 | 0 | 0 | For |
| GDL FUND | 28,000 | 0 | 0 | 0 | For |
| FRANK FUNDS | 22,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 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: Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal year 2026”): 119,828,741 for, 62,950 against, per its Form 8-K filed 2026-06-05 (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 130,797,216 outstanding shares: 92% for, 0.1% against (92% of the company cast a for/against vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (30,390,189 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JANUS INVESTMENT FUND | 12,979,640 | 0 | 0 | 0 | For |
| Vanguard | 7,016,244 | 0 | 0 | 0 | For |
| Legg Mason | 3,352,580 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,688,113 | 0 | 0 | 0 | For |
| Fidelity | 1,330,716 | 0 | 0 | 0 | For |
| Charles Schwab | 1,108,079 | 0 | 0 | 0 | For |
| BlackRock | 943,442 | 0 | 0 | 0 | For |
| Pacific Life | 555,232 | 0 | 0 | 0 | For |
| Equitable | 215,102 | 0 | 0 | 0 | For |
| TIAA | 159,797 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 139,374 | 0 | 0 | 0 | For |
| WESMARK FUNDS | 120,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 82,997 | 0 | 0 | 0 | For |
| Gabelli | 73,197 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 57,074 | 0 | 0 | 0 | For |
| WisdomTree | 46,618 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 43,409 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 40,831 | 0 | 0 | 0 | For |
| First Trust | 40,738 | 0 | 0 | 0 | For |
| Global X | 36,187 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 33,984 | 0 | 0 | 0 | For |
| Goldman Sachs | 33,268 | 0 | 0 | 0 | For |
| JPMorgan | 31,544 | 0 | 0 | 0 | For |
| GDL FUND | 28,000 | 0 | 0 | 0 | For |
| FRANK FUNDS | 22,000 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 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 2025-2026 meeting, shown as a share of the 130,797,216 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BAIN CAPITAL INVESTORS LLC | 38.19% |
| 2 | Janus Henderson | 20.66% |
| 3 | JANUS INVESTMENT FUND | 9.92% |
| 4 | OAK RIDGE INVESTMENTS LLC | 9.29% |
| 5 | Pentwater Capital Management LP | 9.29% |
| 6 | Vanguard | 5.76% |
| 7 | T. Rowe Price | 3.20% |
| 8 | Clearbridge Investments, LLC | 2.98% |
| 9 | Legg Mason | 2.56% |
| 10 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2.38% |
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 | 38.19% | DEF14A |
| Janus Henderson Group PLC | 9.97% | DEF14A |
| Pentwater Capital Management LP | 9.68% | 13G |
| King Street Capital Management, L.P. | 7.14% | DEF14A |
| Vanguard Group | 5.78% | 13F |
| FMR LLC | 5.00% | DEF14A |
| BlackRock | 4.33% | 13F |
| Dimensional Fund Advisors | 4.05% | 13F |
| Citadel Advisors | 1.72% | 13F |
| FMR (Fidelity) | 1.68% | 13F |
Percentages above are of 130,797,216 shares outstanding, as reported by Surgery Partners, Inc. on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At Surgery Partners, Inc.'s shareholder meeting held 2026-06-05, in the 2025-2026 proxy season, 206 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 1,188 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 98% 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 2026-06-05.
Surgery Partners, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).