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.
13F holders, Q2 2026
Institutional positions in Surgery Partners, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 187
- +7 vs. Q1 2026
- Shares held
- 157.8M
- +12.2M (+8.4%) vs. Q1 2026
- Total value
- $2.65B
- +$914.1M (+52.7%) vs. Q1 2026
- New holders
- 35
- 73 more added
- Sold out
- 28
- 51 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SGRY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 187 | $2.65B |
| Q1 2026 | 183 | $1.90B |
| Q4 2025 | 181 | $2.46B |
| Q3 2025 | 200 | $3.28B |
| Q2 2025 | 203 | $3.21B |
| Q1 2025 | 209 | $3.34B |
| Q4 2024 | 183 | $3.00B |
| Q3 2024 | 185 | $4.45B |
| Q2 2024 | 180 | $3.38B |
| Q1 2024 | 180 | $4.11B |
| Q4 2023 | 174 | $4.34B |
| Q3 2023 | 165 | $3.94B |
| Q2 2023 | 168 | $5.98B |
| Q1 2023 | 152 | $5.13B |
| Q4 2022 | 161 | $3.59B |
| Q3 2022 | 139 | $2.20B |
| Q2 2022 | 137 | $2.67B |
| Q1 2022 | 149 | $4.99B |
| Q4 2021 | 137 | $4.72B |
| Q3 2021 | 135 | $3.43B |
| Q2 2021 | 134 | $5.37B |
| Q1 2021 | 119 | $2.55B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; 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 |
| Vanguard Capital Management LLC | 3,509,535 | $59.0M | 0.00% | +78,740+2.3% | Added |
| Davidson Kempner Capital Management LP | 3,336,464 | $56.1M | 0.90% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,958,912 | $48.9M | 0.02% | +1,043,244+54.5% | Added |
| FMR LLC | 2,149,009 | $36.1M | 0.00% | −42,456−1.9% | Reduced |
| State Street Corp | 2,140,905 | $36.0M | 0.00% | +187,127+9.6% | Added |
| Geode Capital Management, LLC | 2,116,579 | $35.6M | 0.00% | +114,205+5.7% | Added |
| Nomura Holdings Inc | 1,525,108 | $25.6M | 0.11% | +801,868+110.9% | Added |
| UBS Asset Management Americas Inc | 1,471,492 | $24.7M | 0.00% | −117,876−7.4% | Reduced |
| LMR Partners LLP | 1,360,587 | $22.9M | 0.17% | +260,587+23.7% | Added |
| Morgan Stanley | 1,232,751 | $20.7M | 0.00% | +220,574+21.8% | Added |
| Bank of America Corp | 1,212,766 | $20.4M | 0.00% | −27,216−2.2% | Reduced |
| Victory Capital Management Inc | 1,083,812 | $18.2M | 0.01% | +323,471+42.5% | Added |
| Charles Schwab Investment Management Inc | 1,081,600 | $18.2M | 0.00% | −25,650−2.3% | Reduced |
| Goldman Sachs Group Inc | 1,079,626 | $18.1M | 0.00% | −200,926−15.7% | Reduced |
| Hein Park Capital Management LP | 1,068,621 | $18.0M | 35.74% | +1,068,621 | New |
| Varde Management, L.P. | 1,003,447 | $16.9M | 25.12% | +248,009+32.8% | Added |
| Whitefort Capital Management, LP | 901,332 | $15.1M | 3.73% | −9,804−1.1% | Reduced |
| Raymond James Financial Inc | 867,776 | $14.6M | 0.00% | +69,982+8.8% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 862,588 | $14.5M | 0.27% | +862,588 | New |
| Sea Cliff Partners Management, LP | 845,864 | $14.2M | 6.30% | −193,935−18.7% | Reduced |
| Northern Trust Corp | 741,577 | $12.5M | 0.00% | +62,932+9.3% | Added |
| Man Group plc | 697,552 | $11.7M | 0.02% | −248,967−26.3% | Reduced |
| Manufacturers Life Insurance Company, The | 653,470 | $11.0M | 0.01% | +15,423+2.4% | Added |
| Kennedy Capital Management, Inc. | 547,967 | $9.21M | 0.16% | +391,345+249.9% | Added |
| Vanguard Fiduciary Trust Co | 508,254 | $8.54M | 0.00% | +18,678+3.8% | Added |
| Dimension Capital Management LLC | 450,606 | $7.57M | 0.89% | −80,000−15.1% | Reduced |
| Hudson Bay Capital Management LP | 426,592 | $7.17M | 0.03% | −181,170−29.8% | Reduced |
| Quinn Opportunity Partners LLC | 323,860 | $5.44M | 0.25% | −90,000−21.7% | Reduced |
| Pier Capital, LLC | 322,265 | $5.41M | 0.72% | +190.0% | Added |
| Bank of New York Mellon Corp | 320,206 | $5.38M | 0.00% | +19,185+6.4% | Added |
| JPMorgan Chase & Co | 320,288 | $5.37M | 0.00% | −16,096−4.8% | Reduced |
| Citadel Advisors LLC | 291,280 | $4.89M | 0.00% | −110,271−27.5% | Reduced |
| Prelude Capital Management, LLC | 218,805 | $3.68M | 0.27% | +191,062+688.7% | Added |
| Invesco Ltd. | 203,358 | $3.42M | 0.00% | −5,565−2.7% | Reduced |
| CastleKnight Management LP | 200,700 | $3.37M | 0.12% | 00.0% | Unchanged |
| Nuveen, LLC | 191,487 | $3.22M | 0.00% | +24,690+14.8% | Added |
| Penn Capital Management Co Inc | 175,083 | $2.94M | 0.19% | +175,083 | New |
| Sirios Capital Management L P | 172,976 | $2.91M | 0.35% | −26,078−13.1% | Reduced |
| TD Waterhouse Canada Inc. | 166,411 | $2.76M | 0.01% | +27,559+19.8% | Added |
| TD Asset Management Inc | 158,094 | $2.66M | 0.00% | +92,174+139.8% | Added |
| Swiss National Bank | 155,800 | $2.62M | 0.00% | +2,300+1.5% | Added |
| Tudor Investment Corp Et Al | 153,926 | $2.59M | 0.01% | −116,227−43.0% | Reduced |
| Principal Financial Group Inc | 150,939 | $2.54M | 0.00% | +10,365+7.4% | Added |
| First Trust Advisors LP | 141,088 | $2.37M | 0.00% | +100,350+246.3% | Added |
| Allianz Asset Management GmbH | 140,000 | $2.35M | 0.00% | +140,000 | New |
| Holocene Advisors, LP | 136,328 | $2.29M | 0.01% | +14,070+11.5% | Added |
| Renaissance Technologies LLC | 130,100 | $2.19M | 0.00% | +130,100 | New |
| Price T Rowe Associates Inc | 126,064 | $2.12M | 0.00% | +27,650+28.1% | Added |
| BNP Paribas Arbitrage, SA | 110,698 | $1.86M | 0.00% | −170,654−60.7% | Reduced |
| Susquehanna International Group, LLP | 109,264 | $1.84M | 0.00% | +61,960+131.0% | Added |
| Rhumbline Advisers | 104,565 | $1.76M | 0.00% | +4,739+4.7% | Added |
| California State Teachers Retirement System | 102,250 | $1.72M | 0.00% | −11,421−10.0% | Reduced |
| Marshall Wace, LLP | 95,362 | $1.60M | 0.00% | +82,536+643.5% | Added |
| Gabelli Funds LLC | 91,197 | $1.53M | 0.01% | −10,000−9.9% | Reduced |
| Quantinno Capital Management LP | 90,290 | $1.52M | 0.00% | +7,770+9.4% | Added |
| Deutsche Bank AG | 88,977 | $1.49M | 0.00% | +16,749+23.2% | Added |
| Rock Springs Capital Management LP | 84,000 | $1.41M | 0.07% | −124,000−59.6% | Reduced |
| Wells Fargo & Company | 78,790 | $1.32M | 0.00% | +40,342+104.9% | Added |
| Wolverine Asset Management LLC | 76,529 | $1.29M | 0.02% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 74,923 | $1.26M | 0.43% | +6,861+10.1% | Added |
| Vanguard Asset Management, Ltd | 72,569 | $1.22M | 0.00% | +13,899+23.7% | Added |
| CI Private Wealth, LLC | 72,056 | $1.21M | 0.00% | +323+0.5% | Added |
| Legal & General Group Plc | 71,702 | $1.20M | 0.00% | +768+1.1% | Added |
| Mirabella Financial Services LLP | 65,430 | $1.10M | 0.11% | +65,430 | New |
| Balyasny Asset Management LLC | 64,377 | $1.08M | 0.00% | +64,377 | New |
| Zacks Investment Management | 64,181 | $1.08M | 0.01% | +64,181 | New |
| Alliancebernstein L.P. | 87,900 | $1.05M | 0.00% | +92+0.1% | Added |
| Dark Forest Capital Management LP | 55,247 | $928.1K | 0.06% | −34,951−38.7% | Reduced |
| Cerity Partners LLC | 50,485 | $848.1K | 0.00% | +461+0.9% | Added |
| Moore Capital Management, LP | 50,000 | $840.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 49,949 | $839.1K | 0.01% | +36,267+265.1% | Added |
| MetLife Investment Management | 46,704 | $784.6K | 0.00% | +761+1.7% | Added |
| Marble Bar Asset Management LLP | 46,589 | $782.7K | 0.54% | +30,761+194.3% | Added |
| AQR Capital Management LLC | 46,155 | $775.4K | 0.00% | +34,202+286.1% | Added |
| Citigroup Inc | 45,690 | $767.6K | 0.00% | +33,406+271.9% | Added |
| Russell Investments Group, Ltd. | 41,244 | $692.9K | 0.00% | +35,327+597.0% | Added |
| CWM Advisors, LLC | 40,669 | $683.2K | 0.03% | −2,740−6.3% | Reduced |
| Envestnet Asset Management Inc | 39,477 | $663.2K | 0.00% | +11,331+40.3% | Added |
| LPL Financial LLC | 39,304 | $660.3K | 0.00% | +3,360+9.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 36,808 | $618.4K | 0.00% | +517+1.4% | Added |
| SEI Investments Co | 32,864 | $552.1K | 0.00% | +32,864 | New |
| Vanguard Global Advisers, LLC | 29,570 | $496.8K | 0.00% | −46−0.2% | Reduced |
| New York State Common Retirement Fund | 29,538 | $496.2K | 0.00% | +6,100+26.0% | Added |
| Sanctuary Advisors, LLC | 27,960 | $469.7K | 0.00% | +886+3.3% | Added |
| One68 Global Capital, LLC | 27,000 | $453.6K | 0.96% | −18,000−40.0% | Reduced |
| Natixis Advisors, L.P. | 26,421 | $443.0K | 0.00% | +26,421 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,148 | $439.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 24,347 | $409.0K | 0.00% | +2,944+13.8% | Added |
| Jones Financial Companies LLLP | 24,650 | $390.0K | 0.00% | +10,376+72.7% | Added |
| Barclays PLC | 22,858 | $384.0K | 0.00% | −22,267−49.3% | Reduced |