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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 3,902 | $260.0K | 0.04% | +3,902 | New |
| MML Investors Services, LLC | 3,796 | $253.0K | 0.00% | +3,796 | New |
| Caxton Associates LP | 3,573 | $238.0K | 0.03% | +3,573 | New |
| O'Shaughnessy Asset Management, LLC | 3,525 | $235.0K | 0.00% | −2,427−40.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,457 | $230.0K | 0.00% | −653−15.9% | Reduced |
| Advisory Services Network, LLC | 3,407 | $227.0K | 0.01% | +3,407 | New |
| Park Avenue Institutional Advisers LLC | 3,399 | $226.0K | 2.09% | +3,399 | New |
| 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 |
| Ameritas Investment Partners, Inc. | 2,485 | $166.0K | 0.01% | +353+16.6% | Added |
| 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 |
| SG Americas Securities, LLC | 2,305 | $154.0K | 0.00% | −1,863−44.7% | Reduced |
| 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 |
| Great West Life Assurance Co | 1,886 | $126.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,848 | $123.0K | 0.01% | +1,848 | New |
| Dark Forest Capital Management LP | 1,825 | $122.0K | 0.05% | +1,825 | New |
| Dorsey Wright & Associates | 1,652 | $110.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $100.0K | 0.00% | +1,500 | New |
| C M Bidwell & Associates Ltd | 1,415 | $94.0K | 0.06% | −985−41.0% | Reduced |
| Quadrant Capital Group LLC | 1,393 | $93.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,260 | $83.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 751 | $50.0K | 0.00% | −768−50.6% | Reduced |
| The PNC Financial Services Group, Inc. | 475 | $32.0K | 0.00% | +11+2.4% | Added |
| Nisa Investment Advisors, LLC | 360 | $24.0K | 0.00% | +360 | New |
| US Bancorp | 258 | $17.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 139 | $9.00K | 0.00% | +139 | New |
| Parallax Volatility Advisers, L.P. | 88 | $6.00K | 0.00% | −5,103−98.3% | Reduced |
| TCI Wealth Advisors, Inc. | 61 | $4.00K | 0.00% | +15+32.6% | Added |
| 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 |
| 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 |