Surgery Partners, Inc.
SGRY- Exchange
- Nasdaq
- Industry
- Services-General Medical & Surgical Hospitals, NEC
- SEC CIK
- 0001638833
In the last 90 days, Surgery Partners, Inc. insiders filed 1 open-market purchase and 0 sales; 187 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; Oaktree Capital is the only superinvestor holding it.
Key figures
- Insider buysLast 90 days, $161.2K in total
- 1
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +7 vs. previous quarter
- 187
- 13F valueReported value at the end of Q2 2026
- $2.65B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Superinvestors holding SGRY, Q2 2026
1 superinvestor reports holding Surgery Partners, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Oaktree Capital
Howard Marks
0.3%
Surgery Partners, Inc.'s share of the portfolio
- Shares
- 862,588
- Value
- $14.5M
Latest insider trades
Open-market purchases and sales by Surgery Partners, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 20, 2026 (view filing)6:10 PM ET | Aug 18 | 2 days | DeLuca TeresaDirector | PPurchase | +11.3K | $14.33 | +$161.2K | +19.8%68.1K after | Amended |
| Mar 16, 2026 (view filing) | Mar 13 | 3 days | Burkhalter DanielleChief Human Resources Officer | SSale | −3.47K | $12.83 | −$44.5K | −4.3%76.9K after | |
| Mar 16, 2026 (view filing) | Mar 13 | 3 days | Brittenham MarissaChief Strategy Officer | SSale | −3.66K | $12.54 | −$45.9K | −3.7%94.2K after | |
| Mar 16, 2026 (view filing) | Mar 16 | Same day | Doherty David TChief Financial Officer | SSale | −8.87K | $12.50 | −$110.8K | −3.8%221.7K after | |
| Mar 16, 2026 (view filing) | Mar 16 | Same day | Evans Jason EricChief Executive Officer | SSale | −20.4K | $12.47 | −$254.4K | −2.2%920.4K after | |
| Mar 16, 2026 (view filing) | Mar 12 | 4 days | Baldock JenniferChief Admin & Dev Officer | SSale | −5.80K | $13.17 | −$76.4K | −1.7%326.5K after | |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Evans Jason EricChief Executive Officer | SSale | −11.5K | $13.79 | −$158.1K | −1.7%662.7K after | |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Doherty David TChief Financial Officer | SSale | −14.6K | $13.84 | −$201.7K | −14.1%88.8K after | |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Baldock JenniferChief Admin & Dev Officer | SSale | −10.1K | $13.70 | −$138.1K | −2.9%332.3K after | |
| Mar 9, 2026 (view filing) | Mar 6 | 3 days | Burkhalter DanielleChief Human Resources Officer | SSale | −7.74K | $13.60 | −$105.2K | −17.3%37.1K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Surgery Partners, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $839.1M | 17.42% | 00.0% | Unchanged |
| Jupiter Topco LLC | 13,882,155 | $233.2M | 0.10% | +13,882,155 | New |
| Pentwater Capital Management LP | 11,630,000 | $195.4M | 1.56% | −1,025,000−8.1% | Reduced |
| UBS Group AG | 8,573,413 | $144.0M | 0.02% | −1,618,368−15.9% | Reduced |
| BlackRock, Inc. | 6,241,503 | $104.9M | 0.00% | +580,715+10.3% | Added |
| King Street Capital Management, L.P. | 6,058,141 | $101.8M | 53.66% | −4,171,589−40.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,916,197 | $99.4M | 0.07% | +3,966,477+203.4% | Added |
| Dimensional Fund Advisors LP | 4,943,713 | $83.1M | 0.02% | −352,698−6.7% | Reduced |
| Clearbridge Investments, LLC | 3,823,179 | $64.2M | 0.05% | −294,877−7.2% | Reduced |
| Vanguard Portfolio Management LLC | 3,737,712 | $62.8M | 0.00% | +109,281+3.0% | Added |