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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 15 | $1.00K | 0.00% | −130−89.7% | Reduced |
| NEXT Financial Group, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 61 | $4.00K | 0.00% | +15+32.6% | Added |
| Parallax Volatility Advisers, L.P. | 88 | $6.00K | 0.00% | −5,103−98.3% | Reduced |
| Baldrige Asset Management LLC | 139 | $9.00K | 0.00% | +139 | New |
| US Bancorp | 258 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 360 | $24.0K | 0.00% | +360 | New |
| The PNC Financial Services Group, Inc. | 475 | $32.0K | 0.00% | +11+2.4% | Added |
| Group One Trading, L.P. | 751 | $50.0K | 0.00% | −768−50.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,260 | $83.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $93.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,415 | $94.0K | 0.06% | −985−41.0% | Reduced |
| Fifth Third Bancorp | 1,500 | $100.0K | 0.00% | +1,500 | New |
| Dorsey Wright & Associates | 1,652 | $110.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,825 | $122.0K | 0.05% | +1,825 | New |
| Point72 Hong Kong Ltd | 1,848 | $123.0K | 0.01% | +1,848 | New |
| Great West Life Assurance Co | 1,886 | $126.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,990 | $133.0K | 0.00% | −4,128−67.5% | Reduced |
| Pinnacle Financial Partners Inc | 2,000 | $133.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 2,000 | $133.0K | 0.01% | +2,000 | New |
| SG Americas Securities, LLC | 2,305 | $154.0K | 0.00% | −1,863−44.7% | Reduced |
| Cutler Group LP | 2,400 | $159.0K | 0.01% | −1,610−40.1% | Reduced |
| Wolverine Asset Management LLC | 2,399 | $159.0K | 0.00% | +2,399 | New |
| Ameritas Investment Partners, Inc. | 2,485 | $166.0K | 0.01% | +353+16.6% | Added |
| Teacher Retirement System of Texas | 3,255 | $217.0K | 0.00% | +3,255 | New |
| Bridgefront Capital, LLC | 3,257 | $217.0K | 0.08% | +3,257 | New |
| Park Avenue Institutional Advisers LLC | 3,399 | $226.0K | 2.09% | +3,399 | New |
| Advisory Services Network, LLC | 3,407 | $227.0K | 0.01% | +3,407 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,457 | $230.0K | 0.00% | −653−15.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,525 | $235.0K | 0.00% | −2,427−40.8% | Reduced |
| Caxton Associates LP | 3,573 | $238.0K | 0.03% | +3,573 | New |
| MML Investors Services, LLC | 3,796 | $253.0K | 0.00% | +3,796 | New |
| Occudo Quantitative Strategies LP | 3,902 | $260.0K | 0.04% | +3,902 | New |
| Barclays PLC | 4,012 | $267.0K | 0.00% | −17,597−81.4% | Reduced |
| HSBC Holdings PLC | 4,393 | $291.0K | 0.00% | +4,393 | New |
| Connacht Asset Management LP | 4,458 | $297.0K | 0.26% | −18,065−80.2% | Reduced |
| Squarepoint Ops LLC | 4,553 | $303.0K | 0.00% | −20,257−81.6% | Reduced |
| Great Point Wealth Advisors, LLC | 4,645 | $309.0K | 0.11% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 5,050 | $336.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 5,164 | $344.0K | 0.01% | +5,164 | New |
| Legal & General Group Plc | 5,367 | $358.0K | 0.00% | +1,135+26.8% | Added |
| Envestnet Asset Management Inc | 5,451 | $363.0K | 0.00% | +170+3.2% | Added |
| Cubist Systematic Strategies, LLC | 5,507 | $367.0K | 0.00% | +5,507 | New |
| State of Wisconsin Investment Board | 5,800 | $386.0K | 0.00% | −2,900−33.3% | Reduced |
| Panagora Asset Management Inc | 5,923 | $395.0K | 0.00% | −1,262−17.6% | Reduced |
| Amalgamated Bank | 5,986 | $399.0K | 0.00% | +5,986 | New |
| Level Four Advisory Services, LLC | 6,429 | $428.0K | 0.03% | +6,429 | New |
| Tower Research Capital LLC (TRC) | 7,315 | $488.0K | 0.01% | +5,651+339.6% | Added |
| Trustcore Financial Services, LLC | 7,896 | $526.0K | 0.06% | +6,751+589.6% | Added |
| ProShare Advisors LLC | 8,224 | $548.0K | 0.00% | +1,315+19.0% | Added |
| Metropolitan Life Insurance Co | 8,453 | $563.1K | 0.01% | +677+8.7% | Added |
| Wolverine Trading, LLC | 8,574 | $565.0K | 0.02% | −885−9.4% | Reduced |
| Arizona State Retirement System | 8,666 | $577.0K | 0.00% | −619−6.7% | Reduced |
| Harbor Financial Services, LLC | 8,850 | $590.0K | 0.25% | +8,850 | New |
| STRS Ohio | 8,900 | $592.0K | 0.00% | −14,400−61.8% | Reduced |
| Handelsbanken Fonder AB | 9,100 | $606.0K | 0.00% | +9,100 | New |
| UBS Group AG | 9,387 | $625.0K | 0.00% | −9,107−49.2% | Reduced |
| State Board of Administration of Florida Retirement System | 9,720 | $648.0K | 0.00% | +3,711+61.8% | Added |
| Capital Fund Management S.A. | 10,978 | $731.4K | 0.02% | −1,745−13.7% | Reduced |
| Camden Capital, LLC | 11,370 | $757.0K | 0.18% | +11,370 | New |
| MetLife Investment Management | 11,767 | $783.9K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,377 | $825.0K | 0.00% | +1,664+15.5% | Added |
| Jane Street Group, LLC | 14,662 | $977.0K | 0.00% | −2,283−13.5% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 14,823 | $988.0K | 0.22% | 00.0% | Unchanged |
| American International Group, Inc. | 17,761 | $1.18M | 0.00% | +2,696+17.9% | Added |
| Manufacturers Life Insurance Company, The | 18,383 | $1.23M | 0.00% | +3,180+20.9% | Added |
| Susquehanna International Group, LLP | 18,687 | $1.25M | 0.00% | −12,771−40.6% | Reduced |
| Syntal Capital Partners, LLC | 19,138 | $1.27M | 0.45% | +19,138 | New |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $1.38M | 0.89% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 22,347 | $1.49M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,453 | $1.50M | 0.00% | +4,017+21.8% | Added |
| Credit Suisse AG | 24,016 | $1.60M | 0.00% | +2,048+9.3% | Added |
| Clear Creek Financial Management, LLC | 24,765 | $1.65M | 0.26% | +24,765 | New |
| Schonfeld Strategic Advisors LLC | 25,700 | $1.71M | 0.02% | −15,342−37.4% | Reduced |
| BNP Paribas Arbitrage, SA | 26,121 | $1.74M | 0.00% | −47,205−64.4% | Reduced |
| PointState Capital LP | 30,000 | $2.00M | 0.05% | +30,000 | New |
| Rhumbline Advisers | 31,493 | $2.10M | 0.00% | +2,710+9.4% | Added |
| Citigroup Inc | 31,824 | $2.12M | 0.00% | +12,250+62.6% | Added |
| UBS Asset Management Americas Inc | 34,465 | $2.30M | 0.00% | +8,313+31.8% | Added |
| SEI Investments Co | 35,943 | $2.40M | 0.01% | +17,817+98.3% | Added |
| Alliancebernstein L.P. | 36,600 | $2.44M | 0.00% | −2,500−6.4% | Reduced |
| Deutsche Bank AG | 36,885 | $2.46M | 0.00% | +18,940+105.5% | Added |
| Russell Investments Group, Ltd. | 36,944 | $2.46M | 0.00% | −31,545−46.1% | Reduced |
| Truist Financial Corp | 39,187 | $2.61M | 0.00% | −36,531−48.2% | Reduced |
| Tranquility Partners, LLC | 40,340 | $2.69M | 1.51% | +9,668+31.5% | Added |
| Raymond James & Associates | 41,079 | $2.74M | 0.00% | +7,130+21.0% | Added |
| California State Teachers Retirement System | 43,658 | $2.91M | 0.00% | +4,670+12.0% | Added |
| Segantii Capital Management Ltd | 50,000 | $3.33M | 0.11% | +50,000 | New |
| Goldman Sachs Group Inc | 54,109 | $3.60M | 0.00% | −104,439−65.9% | Reduced |
| New York State Common Retirement Fund | 54,924 | $3.66M | 0.00% | +11,719+27.1% | Added |
| EAM Global Investors LLC | 56,785 | $3.78M | 1.05% | −33,206−36.9% | Reduced |
| Wells Fargo & Company | 57,192 | $3.81M | 0.00% | +15,536+37.3% | Added |
| Kennedy Capital Management, Inc. | 58,512 | $3.90M | 0.08% | −22,454−27.7% | Reduced |
| Citadel Advisors LLC | 58,529 | $3.90M | 0.00% | −42,350−42.0% | Reduced |
| Principal Financial Group Inc | 58,715 | $3.91M | 0.00% | +16,578+39.3% | Added |
| Parametric Portfolio Associates LLC | 58,952 | $3.93M | 0.00% | +54+0.1% | Added |
| Calamos Advisors LLC | 62,161 | $4.14M | 0.02% | −37,967−37.9% | Reduced |
| Swiss National Bank | 70,300 | $4.68M | 0.00% | −2,600−3.6% | Reduced |
| TD Asset Management Inc | 89,169 | $4.87M | 0.00% | −6,337−6.6% | Reduced |