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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, Q1 2021

Institutional positions in Surgery Partners, Inc. as of Mar 31, 2021. 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
119
No complete 13F data for Q4 2020
Shares held
57.6M
No complete 13F data for Q4 2020
Total value
$2.55B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 119 institutions
Q1 2021: 119 institutionsQ2 2021: 134 institutionsQ3 2021: 135 institutionsQ4 2021: 137 institutionsQ1 2022: 149 institutionsQ2 2022: 137 institutionsQ3 2022: 139 institutionsQ4 2022: 161 institutionsQ1 2023: 152 institutionsQ2 2023: 168 institutionsQ3 2023: 165 institutionsQ4 2023: 174 institutionsQ1 2024: 180 institutionsQ2 2024: 180 institutionsQ3 2024: 185 institutionsQ4 2024: 183 institutionsQ1 2025: 209 institutionsQ2 2025: 203 institutionsQ3 2025: 200 institutionsQ4 2025: 181 institutionsQ1 2026: 183 institutionsQ2 2026: 187 institutions
Value heldQ1 2021: $2.55B
Q1 2021: $2.55BQ2 2021: $5.37BQ3 2021: $3.43BQ4 2021: $4.72BQ1 2022: $4.99BQ2 2022: $2.67BQ3 2022: $2.20BQ4 2022: $3.59BQ1 2023: $4.48BQ2 2023: $5.98BQ3 2023: $3.94BQ4 2023: $4.32BQ1 2024: $4.08BQ2 2024: $3.38BQ3 2024: $4.45BQ4 2024: $3.00BQ1 2025: $3.34BQ2 2025: $3.21BQ3 2025: $3.28BQ4 2025: $2.43BQ1 2026: $1.90BQ2 2026: $2.65B
Institutions holding SGRY and their total value by quarter
QuarterHoldersValue
Q2 2026187$2.65B
Q1 2026183$1.90B
Q4 2025181$2.43B
Q3 2025200$3.28B
Q2 2025203$3.21B
Q1 2025209$3.34B
Q4 2024183$3.00B
Q3 2024185$4.45B
Q2 2024180$3.38B
Q1 2024180$4.08B
Q4 2023174$4.32B
Q3 2023165$3.94B
Q2 2023168$5.98B
Q1 2023152$4.48B
Q4 2022161$3.59B
Q3 2022139$2.20B
Q2 2022137$2.67B
Q1 2022149$4.99B
Q4 2021137$4.72B
Q3 2021135$3.43B
Q2 2021134$5.37B
Q1 2021119$2.55B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Surgery Partners, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SGRY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bain Capital Investors LLC26,455,651$1.17B17.23%––
FMR LLC6,845,716$303.0M0.03%––
Clearbridge Investments, LLC3,644,171$161.3M0.12%––
Price T Rowe Associates Inc2,723,997$120.6M0.01%––
Vanguard Group Inc2,240,183$99.1M0.00%––
BlackRock Inc.1,957,877$86.7M0.00%––
Dimensional Fund Advisors LP1,331,076$58.8M0.02%––
Invesco Ltd.1,239,317$54.9M0.01%––
Victory Capital Management Inc827,840$36.6M0.04%––
Federated Hermes, Inc.824,977$36.5M0.07%––
Polar Capital Holdings Plc738,826$32.7M0.20%––
Iron Triangle Partners LP725,000$32.1M4.08%––
Royce & Associates LP670,340$29.7M0.20%––
State Street Corp545,133$24.1M0.00%––
Geode Capital Management, LLC479,020$21.2M0.00%––
Morgan Stanley454,844$20.1M0.00%––
Ardsley Advisory Partners LP402,000$17.8M3.12%––
Castleark Management LLC332,059$14.7M0.53%––
Northern Trust Corp327,557$14.5M0.00%––
Millennium Management LLC326,880$14.5M0.02%––
Bridgeway Capital Management, LLC279,041$12.3M0.23%––
JPMorgan Chase & Co277,627$12.3M0.00%––
Bank of America Corp270,091$12.0M0.00%––
WCM Investment Management, LLC232,675$10.3M0.03%––
Lisanti Capital Growth, LLC188,215$8.33M1.07%––
Charles Schwab Investment Management Inc188,086$8.32M0.00%––
Hood River Capital Management LLC187,938$8.32M0.27%––
Dimension Capital Management LLC169,163$7.49M1.76%––
Goldman Sachs Group Inc158,548$7.02M0.00%––
Bank of New York Mellon Corp131,148$5.80M0.00%––
Nuveen Asset Management, LLC127,092$5.63M0.00%––
EAM Investors, LLC121,083$5.36M0.81%––
Citadel Advisors LLC100,879$4.46M0.00%––
Calamos Advisors LLC100,128$4.43M0.03%––
Maven Securities LTD100,000$4.41M0.41%––
TD Asset Management Inc95,506$4.23M0.00%––
Royal Bank of Canada92,489$4.09M0.00%––
Renaissance Technologies LLC91,242$4.04M0.01%––
EAM Global Investors LLC89,991$3.98M1.10%––
Kennedy Capital Management, Inc.80,966$3.58M0.07%––
Truist Financial Corp75,718$3.35M0.01%––
Hennessy Advisors Inc74,800$3.31M0.19%––
BNP Paribas Arbitrage, SA73,326$3.25M0.01%––
Swiss National Bank72,900$3.23M0.00%––
Russell Investments Group, Ltd.68,489$3.03M0.01%––
Parametric Portfolio Associates LLC58,898$2.61M0.00%––
Arrowstreet Capital, Limited Partnership50,148$2.22M0.00%––
California Public Employees Retirement System46,100$2.04M0.00%––
New York State Common Retirement Fund43,205$1.91M0.00%––
Principal Financial Group Inc42,137$1.86M0.00%––
Wells Fargo & Company41,656$1.84M0.00%––
Schonfeld Strategic Advisors LLC41,042$1.82M0.02%––
Alliancebernstein L.P.39,100$1.73M0.00%––
California State Teachers Retirement System38,988$1.73M0.00%––
Raymond James & Associates33,949$1.50M0.00%––
Susquehanna International Group, LLP31,458$1.39M0.00%––
Tranquility Partners, LLC30,672$1.36M0.84%––
Quantitative Systematic Strategies LLC29,328$1.30M0.20%––
Rhumbline Advisers28,783$1.27M0.00%––
UBS Asset Management Americas Inc26,152$1.16M0.00%––
Squarepoint Ops LLC24,810$1.10M0.01%––
STRS Ohio23,300$1.03M0.00%––
Connacht Asset Management LP22,523$997.0K0.78%––
DuPont Capital Management Corp22,347$989.0K0.02%––
Credit Suisse AG21,968$973.0K0.00%––
Barclays PLC21,609$956.0K0.00%––
Walled Lake Planning & Wealth Management, LLC20,632$913.0K0.63%––
Citigroup Inc19,574$866.0K0.00%––
UBS Group AG18,494$818.0K0.00%––
Advisor Group Holdings, Inc.18,436$816.0K0.00%––
Deutsche Bank AG17,945$795.0K0.00%––
Jane Street Group, LLC16,945$750.0K0.00%––
SEI Investments Co18,126$748.0K0.00%––
Manufacturers Life Insurance Company, The15,203$673.0K0.00%––
American International Group, Inc.15,065$667.0K0.00%––
Highland Capital Management Fund Advisors, L.P.14,823$656.0K0.17%––
Trexquant Investment LP13,221$585.0K0.05%––
Capital Fund Management S.A.12,723$563.1K0.02%––
Quadrature Capital Ltd11,994$531.0K0.03%––
MetLife Investment Management11,767$520.8K0.00%––
Voya Investment Management LLC10,713$474.0K0.00%––
Wolverine Trading, LLC9,459$413.0K0.01%––
Arizona State Retirement System9,285$411.0K0.00%––
State of Wisconsin Investment Board8,700$385.0K0.00%––
Metropolitan Life Insurance Co7,776$344.2K0.01%––
Panagora Asset Management Inc7,185$318.0K0.00%––
ProShare Advisors LLC6,909$306.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital6,118$271.0K0.00%––
State Board of Administration of Florida Retirement System6,009$266.0K0.00%––
O'Shaughnessy Asset Management, LLC5,952$263.0K0.01%––
Envestnet Asset Management Inc5,281$234.0K0.00%––
Parallax Volatility Advisers, L.P.5,191$230.0K0.00%––
Cannell Peter B & Co Inc5,050$224.0K0.01%––
Great Point Wealth Advisors, LLC4,645$206.0K0.08%––
Bank of Montreal4,369$201.0K0.00%––
Legal & General Group Plc4,232$187.0K0.00%––
SG Americas Securities, LLC4,168$184.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,110$182.0K0.00%––
Cutler Group LP4,010$177.0K0.01%––
FORA Capital, LLC2,917$129.0K0.04%––