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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 74,800 | $4.98M | 0.28% | 00.0% | Unchanged |
| EAM Investors, LLC | 75,318 | $5.02M | 0.77% | −45,765−37.8% | Reduced |
| Royce & Associates LP | 92,475 | $6.16M | 0.04% | −577,865−86.2% | Reduced |
| Maven Securities LTD | 100,000 | $6.57M | 0.69% | 00.0% | Unchanged |
| Royal Bank of Canada | 111,486 | $7.43M | 0.00% | +18,997+20.5% | Added |
| First Trust Advisors LP | 134,146 | $8.94M | 0.01% | +134,146 | New |
| Bank of New York Mellon Corp | 135,964 | $9.06M | 0.00% | +4,816+3.7% | Added |
| WCM Investment Management, LLC | 154,074 | $10.3M | 0.03% | −78,601−33.8% | Reduced |
| Dimension Capital Management LLC | 154,304 | $10.3M | 2.24% | −14,859−8.8% | Reduced |
| Nuveen Asset Management, LLC | 157,501 | $10.5M | 0.00% | +30,409+23.9% | Added |
| Castleark Management LLC | 174,813 | $11.6M | 0.39% | −157,246−47.4% | Reduced |
| Charles Schwab Investment Management Inc | 213,920 | $14.3M | 0.00% | +25,834+13.7% | Added |
| Bridgeway Capital Management, LLC | 243,541 | $16.2M | 0.29% | −35,500−12.7% | Reduced |
| Lisanti Capital Growth, LLC | 260,085 | $17.3M | 2.15% | +71,870+38.2% | Added |
| JPMorgan Chase & Co | 274,400 | $18.3M | 0.00% | −3,227−1.2% | Reduced |
| Bank of America Corp | 309,857 | $20.6M | 0.00% | +39,766+14.7% | Added |
| Ardsley Advisory Partners LP | 321,500 | $21.4M | 3.58% | −80,500−20.0% | Reduced |
| Northern Trust Corp | 359,930 | $24.0M | 0.00% | +32,373+9.9% | Added |
| Rheos Capital Works Inc. | 398,000 | $26.5M | 1.34% | +398,000 | New |
| Hood River Capital Management LLC | 441,039 | $29.4M | 0.87% | +253,101+134.7% | Added |
| Morgan Stanley | 477,196 | $31.8M | 0.00% | +22,352+4.9% | Added |
| Geode Capital Management, LLC | 552,075 | $36.8M | 0.01% | +73,055+15.3% | Added |
| State Street Corp | 652,698 | $43.5M | 0.00% | +107,565+19.7% | Added |
| Polar Capital Holdings Plc | 704,017 | $46.9M | 0.26% | −34,809−4.7% | Reduced |
| Victory Capital Management Inc | 836,162 | $55.7M | 0.05% | +8,322+1.0% | Added |
| Federated Hermes, Inc. | 933,428 | $62.2M | 0.12% | +108,451+13.1% | Added |
| Invesco Ltd. | 1,324,149 | $88.2M | 0.02% | +84,832+6.8% | Added |
| Dimensional Fund Advisors LP | 1,516,075 | $101.0M | 0.03% | +184,999+13.9% | Added |
| BlackRock Inc. | 2,069,536 | $137.9M | 0.00% | +111,659+5.7% | Added |
| Price T Rowe Associates Inc | 2,685,494 | $178.9M | 0.02% | −38,503−1.4% | Reduced |
| Vanguard Group Inc | 3,100,121 | $206.5M | 0.01% | +859,938+38.4% | Added |
| Clearbridge Investments, LLC | 3,541,864 | $236.0M | 0.16% | −102,307−2.8% | Reduced |
| FMR LLC | 7,267,517 | $484.2M | 0.04% | +421,801+6.2% | Added |
| Bain Capital Investors LLC | 49,064,576 | $3.27B | 31.91% | +22,608,925+85.5% | Added |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −725,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −326,880−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −91,242−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −50,148−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −46,100−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −29,328−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,221−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,994−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,369−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,917−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |