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 2021
Institutional positions in Surgery Partners, Inc. as of Jun 30, 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
- 134
- +15 vs. Q1 2021
- Shares held
- 80.6M
- +23.0M (+39.9%) vs. Q1 2021
- Total value
- $5.37B
- +$2.82B (+110.6%) vs. Q1 2021
- New holders
- 28
- 46 more added
- Sold out
- 13
- 44 more reduced
Compare with Q1 2021: 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 | $2.43B |
| 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 | $4.08B |
| Q4 2023 | 174 | $4.32B |
| Q3 2023 | 165 | $3.94B |
| Q2 2023 | 168 | $5.98B |
| Q1 2023 | 152 | $4.48B |
| 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 2021
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,064,576 | $3.27B | 31.91% | +22,608,925+85.5% | Added |
| FMR LLC | 7,267,517 | $484.2M | 0.04% | +421,801+6.2% | Added |
| Clearbridge Investments, LLC | 3,541,864 | $236.0M | 0.16% | −102,307−2.8% | Reduced |
| Vanguard Group Inc | 3,100,121 | $206.5M | 0.01% | +859,938+38.4% | Added |
| Price T Rowe Associates Inc | 2,685,494 | $178.9M | 0.02% | −38,503−1.4% | Reduced |
| BlackRock Inc. | 2,069,536 | $137.9M | 0.00% | +111,659+5.7% | Added |
| Dimensional Fund Advisors LP | 1,516,075 | $101.0M | 0.03% | +184,999+13.9% | Added |
| Invesco Ltd. | 1,324,149 | $88.2M | 0.02% | +84,832+6.8% | Added |
| Federated Hermes, Inc. | 933,428 | $62.2M | 0.12% | +108,451+13.1% | Added |
| Victory Capital Management Inc | 836,162 | $55.7M | 0.05% | +8,322+1.0% | Added |
| Polar Capital Holdings Plc | 704,017 | $46.9M | 0.26% | −34,809−4.7% | Reduced |
| State Street Corp | 652,698 | $43.5M | 0.00% | +107,565+19.7% | Added |
| Geode Capital Management, LLC | 552,075 | $36.8M | 0.01% | +73,055+15.3% | Added |
| Morgan Stanley | 477,196 | $31.8M | 0.00% | +22,352+4.9% | Added |
| Hood River Capital Management LLC | 441,039 | $29.4M | 0.87% | +253,101+134.7% | Added |
| Rheos Capital Works Inc. | 398,000 | $26.5M | 1.34% | +398,000 | New |
| Northern Trust Corp | 359,930 | $24.0M | 0.00% | +32,373+9.9% | Added |
| Ardsley Advisory Partners LP | 321,500 | $21.4M | 3.58% | −80,500−20.0% | Reduced |
| Bank of America Corp | 309,857 | $20.6M | 0.00% | +39,766+14.7% | Added |
| JPMorgan Chase & Co | 274,400 | $18.3M | 0.00% | −3,227−1.2% | Reduced |
| Lisanti Capital Growth, LLC | 260,085 | $17.3M | 2.15% | +71,870+38.2% | Added |
| Bridgeway Capital Management, LLC | 243,541 | $16.2M | 0.29% | −35,500−12.7% | Reduced |
| Charles Schwab Investment Management Inc | 213,920 | $14.3M | 0.00% | +25,834+13.7% | Added |
| Castleark Management LLC | 174,813 | $11.6M | 0.39% | −157,246−47.4% | Reduced |
| Nuveen Asset Management, LLC | 157,501 | $10.5M | 0.00% | +30,409+23.9% | Added |
| Dimension Capital Management LLC | 154,304 | $10.3M | 2.24% | −14,859−8.8% | Reduced |
| WCM Investment Management, LLC | 154,074 | $10.3M | 0.03% | −78,601−33.8% | Reduced |
| Bank of New York Mellon Corp | 135,964 | $9.06M | 0.00% | +4,816+3.7% | Added |
| First Trust Advisors LP | 134,146 | $8.94M | 0.01% | +134,146 | New |
| Royal Bank of Canada | 111,486 | $7.43M | 0.00% | +18,997+20.5% | Added |
| Maven Securities LTD | 100,000 | $6.57M | 0.69% | 00.0% | Unchanged |
| Royce & Associates LP | 92,475 | $6.16M | 0.04% | −577,865−86.2% | Reduced |
| EAM Investors, LLC | 75,318 | $5.02M | 0.77% | −45,765−37.8% | Reduced |
| Hennessy Advisors Inc | 74,800 | $4.98M | 0.28% | 00.0% | Unchanged |
| TD Asset Management Inc | 89,169 | $4.87M | 0.00% | −6,337−6.6% | Reduced |
| Swiss National Bank | 70,300 | $4.68M | 0.00% | −2,600−3.6% | Reduced |
| Calamos Advisors LLC | 62,161 | $4.14M | 0.02% | −37,967−37.9% | Reduced |
| Parametric Portfolio Associates LLC | 58,952 | $3.93M | 0.00% | +54+0.1% | Added |
| Principal Financial Group Inc | 58,715 | $3.91M | 0.00% | +16,578+39.3% | Added |
| Citadel Advisors LLC | 58,529 | $3.90M | 0.00% | −42,350−42.0% | Reduced |
| Kennedy Capital Management, Inc. | 58,512 | $3.90M | 0.08% | −22,454−27.7% | Reduced |
| Wells Fargo & Company | 57,192 | $3.81M | 0.00% | +15,536+37.3% | Added |
| EAM Global Investors LLC | 56,785 | $3.78M | 1.05% | −33,206−36.9% | Reduced |
| New York State Common Retirement Fund | 54,924 | $3.66M | 0.00% | +11,719+27.1% | Added |
| Goldman Sachs Group Inc | 54,109 | $3.60M | 0.00% | −104,439−65.9% | Reduced |
| Segantii Capital Management Ltd | 50,000 | $3.33M | 0.11% | +50,000 | New |
| California State Teachers Retirement System | 43,658 | $2.91M | 0.00% | +4,670+12.0% | Added |
| Raymond James & Associates | 41,079 | $2.74M | 0.00% | +7,130+21.0% | Added |
| Tranquility Partners, LLC | 40,340 | $2.69M | 1.51% | +9,668+31.5% | Added |
| Truist Financial Corp | 39,187 | $2.61M | 0.00% | −36,531−48.2% | Reduced |
| Russell Investments Group, Ltd. | 36,944 | $2.46M | 0.00% | −31,545−46.1% | Reduced |
| Deutsche Bank AG | 36,885 | $2.46M | 0.00% | +18,940+105.5% | Added |
| Alliancebernstein L.P. | 36,600 | $2.44M | 0.00% | −2,500−6.4% | Reduced |
| SEI Investments Co | 35,943 | $2.40M | 0.01% | +17,817+98.3% | Added |
| UBS Asset Management Americas Inc | 34,465 | $2.30M | 0.00% | +8,313+31.8% | Added |
| Citigroup Inc | 31,824 | $2.12M | 0.00% | +12,250+62.6% | Added |
| Rhumbline Advisers | 31,493 | $2.10M | 0.00% | +2,710+9.4% | Added |
| PointState Capital LP | 30,000 | $2.00M | 0.05% | +30,000 | New |
| BNP Paribas Arbitrage, SA | 26,121 | $1.74M | 0.00% | −47,205−64.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,700 | $1.71M | 0.02% | −15,342−37.4% | Reduced |
| Clear Creek Financial Management, LLC | 24,765 | $1.65M | 0.26% | +24,765 | New |
| Credit Suisse AG | 24,016 | $1.60M | 0.00% | +2,048+9.3% | Added |
| Advisor Group Holdings, Inc. | 22,453 | $1.50M | 0.00% | +4,017+21.8% | Added |
| DuPont Capital Management Corp | 22,347 | $1.49M | 0.04% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $1.38M | 0.89% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 19,138 | $1.27M | 0.45% | +19,138 | New |
| Susquehanna International Group, LLP | 18,687 | $1.25M | 0.00% | −12,771−40.6% | Reduced |
| Manufacturers Life Insurance Company, The | 18,383 | $1.23M | 0.00% | +3,180+20.9% | Added |
| American International Group, Inc. | 17,761 | $1.18M | 0.00% | +2,696+17.9% | Added |
| Highland Capital Management Fund Advisors, L.P. | 14,823 | $988.0K | 0.22% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,662 | $977.0K | 0.00% | −2,283−13.5% | Reduced |
| Voya Investment Management LLC | 12,377 | $825.0K | 0.00% | +1,664+15.5% | Added |
| MetLife Investment Management | 11,767 | $783.9K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 11,370 | $757.0K | 0.18% | +11,370 | New |
| Capital Fund Management S.A. | 10,978 | $731.4K | 0.02% | −1,745−13.7% | Reduced |
| State Board of Administration of Florida Retirement System | 9,720 | $648.0K | 0.00% | +3,711+61.8% | Added |
| UBS Group AG | 9,387 | $625.0K | 0.00% | −9,107−49.2% | Reduced |
| Handelsbanken Fonder AB | 9,100 | $606.0K | 0.00% | +9,100 | New |
| STRS Ohio | 8,900 | $592.0K | 0.00% | −14,400−61.8% | Reduced |
| Harbor Financial Services, LLC | 8,850 | $590.0K | 0.25% | +8,850 | New |
| Arizona State Retirement System | 8,666 | $577.0K | 0.00% | −619−6.7% | Reduced |
| Wolverine Trading, LLC | 8,574 | $565.0K | 0.02% | −885−9.4% | Reduced |
| Metropolitan Life Insurance Co | 8,453 | $563.1K | 0.01% | +677+8.7% | Added |
| ProShare Advisors LLC | 8,224 | $548.0K | 0.00% | +1,315+19.0% | Added |
| Trustcore Financial Services, LLC | 7,896 | $526.0K | 0.06% | +6,751+589.6% | Added |
| Tower Research Capital LLC (TRC) | 7,315 | $488.0K | 0.01% | +5,651+339.6% | Added |
| Level Four Advisory Services, LLC | 6,429 | $428.0K | 0.03% | +6,429 | New |
| Amalgamated Bank | 5,986 | $399.0K | 0.00% | +5,986 | New |
| Panagora Asset Management Inc | 5,923 | $395.0K | 0.00% | −1,262−17.6% | Reduced |
| State of Wisconsin Investment Board | 5,800 | $386.0K | 0.00% | −2,900−33.3% | Reduced |
| Cubist Systematic Strategies, LLC | 5,507 | $367.0K | 0.00% | +5,507 | New |
| Envestnet Asset Management Inc | 5,451 | $363.0K | 0.00% | +170+3.2% | Added |
| Legal & General Group Plc | 5,367 | $358.0K | 0.00% | +1,135+26.8% | Added |
| AlphaCrest Capital Management LLC | 5,164 | $344.0K | 0.01% | +5,164 | New |
| Cannell Peter B & Co Inc | 5,050 | $336.0K | 0.01% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 4,645 | $309.0K | 0.11% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,553 | $303.0K | 0.00% | −20,257−81.6% | Reduced |
| Connacht Asset Management LP | 4,458 | $297.0K | 0.26% | −18,065−80.2% | Reduced |
| HSBC Holdings PLC | 4,393 | $291.0K | 0.00% | +4,393 | New |
| Barclays PLC | 4,012 | $267.0K | 0.00% | −17,597−81.4% | Reduced |