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, Q3 2021
Institutional positions in Surgery Partners, Inc. as of Sep 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
- 135
- +2 vs. Q2 2021
- Shares held
- 81.1M
- +428.9K (+0.5%) vs. Q2 2021
- Total value
- $3.43B
- −$1.94B (−36.1%) vs. Q2 2021
- New holders
- 28
- 43 more added
- Sold out
- 26
- 41 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,064,576 | $2.08B | 24.50% | 00.0% | Unchanged |
| FMR LLC | 7,424,845 | $314.4M | 0.02% | +157,328+2.2% | Added |
| Clearbridge Investments, LLC | 3,557,873 | $150.6M | 0.11% | +16,009+0.5% | Added |
| Vanguard Group Inc | 3,110,445 | $131.7M | 0.00% | +10,324+0.3% | Added |
| Price T Rowe Associates Inc | 2,525,436 | $106.9M | 0.01% | −160,058−6.0% | Reduced |
| BlackRock Inc. | 1,997,837 | $84.6M | 0.00% | −71,699−3.5% | Reduced |
| Dimensional Fund Advisors LP | 1,440,136 | $61.0M | 0.02% | −75,939−5.0% | Reduced |
| Victory Capital Management Inc | 1,245,261 | $52.7M | 0.05% | +409,099+48.9% | Added |
| Invesco Ltd. | 1,179,834 | $50.0M | 0.01% | −144,315−10.9% | Reduced |
| Federated Hermes, Inc. | 969,407 | $41.0M | 0.08% | +35,979+3.9% | Added |
| Millennium Management LLC | 823,891 | $34.9M | 0.05% | +823,891 | New |
| State Street Corp | 685,846 | $29.0M | 0.00% | +33,148+5.1% | Added |
| Geode Capital Management, LLC | 565,251 | $23.9M | 0.00% | +13,176+2.4% | Added |
| Hood River Capital Management LLC | 423,488 | $17.9M | 0.55% | −17,551−4.0% | Reduced |
| Rheos Capital Works Inc. | 414,000 | $17.5M | 0.90% | +16,000+4.0% | Added |
| UBS Asset Management Americas Inc | 413,262 | $17.5M | 0.01% | +378,797+1,099.1% | Added |
| Northern Trust Corp | 353,617 | $15.0M | 0.00% | −6,313−1.8% | Reduced |
| Point72 Asset Management, L.P. | 301,702 | $12.8M | 0.06% | +301,702 | New |
| Ardsley Advisory Partners LP | 300,000 | $12.7M | 2.65% | −21,500−6.7% | Reduced |
| Bank of America Corp | 298,495 | $12.6M | 0.00% | −11,362−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 212,274 | $8.99M | 0.00% | −1,646−0.8% | Reduced |
| JPMorgan Chase & Co | 192,289 | $8.14M | 0.00% | −82,111−29.9% | Reduced |
| Castleark Management LLC | 167,793 | $7.10M | 0.27% | −7,020−4.0% | Reduced |
| CastleArk Alternatives, LLC | 167,793 | $7.10M | 0.27% | +167,793 | New |
| WCM Investment Management, LLC | 155,088 | $6.57M | 0.02% | +1,014+0.7% | Added |
| Goldman Sachs Group Inc | 154,835 | $6.56M | 0.00% | +100,726+186.2% | Added |
| Dimension Capital Management LLC | 152,916 | $6.47M | 1.33% | −1,388−0.9% | Reduced |
| Nuveen Asset Management, LLC | 141,762 | $6.00M | 0.00% | −15,739−10.0% | Reduced |
| Morgan Stanley | 137,332 | $5.81M | 0.00% | −339,864−71.2% | Reduced |
| Bridgeway Capital Management, LLC | 133,241 | $5.64M | 0.11% | −110,300−45.3% | Reduced |
| Laurion Capital Management LP | 133,000 | $5.63M | 0.08% | +133,000 | New |
| Bank of New York Mellon Corp | 124,885 | $5.29M | 0.00% | −11,079−8.1% | Reduced |
| Norges Bank | 109,240 | $4.63M | 0.00% | +109,240 | New |
| TD Asset Management Inc | 92,669 | $3.92M | 0.00% | +3,500+3.9% | Added |
| First Trust Advisors LP | 84,429 | $3.58M | 0.00% | −49,717−37.1% | Reduced |
| Citadel Advisors LLC | 80,991 | $3.43M | 0.00% | +22,462+38.4% | Added |
| Two Sigma Investments, LP | 73,714 | $3.12M | 0.01% | +73,714 | New |
| Swiss National Bank | 72,900 | $3.09M | 0.00% | +2,600+3.7% | Added |
| Hennessy Advisors Inc | 72,400 | $3.06M | 0.18% | −2,400−3.2% | Reduced |
| Royal Bank of Canada | 65,208 | $2.76M | 0.00% | −46,278−41.5% | Reduced |
| Calamos Advisors LLC | 62,398 | $2.64M | 0.01% | +237+0.4% | Added |
| Kennedy Capital Management, Inc. | 59,103 | $2.50M | 0.06% | +591+1.0% | Added |
| Principal Financial Group Inc | 58,419 | $2.47M | 0.00% | −296−0.5% | Reduced |
| Deutsche Bank AG | 53,961 | $2.29M | 0.00% | +17,076+46.3% | Added |
| PointState Capital LP | 50,000 | $2.12M | 0.05% | +20,000+66.7% | Added |
| California State Teachers Retirement System | 44,125 | $1.87M | 0.00% | +467+1.1% | Added |
| Russell Investments Group, Ltd. | 41,134 | $1.74M | 0.00% | +4,190+11.3% | Added |
| Tranquility Partners, LLC | 40,340 | $1.71M | 0.87% | 00.0% | Unchanged |
| HRT Financial LP | 39,792 | $1.68M | 0.01% | +39,792 | New |
| Cubist Systematic Strategies, LLC | 37,607 | $1.59M | 0.02% | +32,100+582.9% | Added |
| New York State Common Retirement Fund | 36,681 | $1.55M | 0.00% | −18,243−33.2% | Reduced |
| Alliancebernstein L.P. | 36,600 | $1.55M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 33,793 | $1.43M | 0.00% | −7,286−17.7% | Reduced |
| Rhumbline Advisers | 32,966 | $1.40M | 0.00% | +1,473+4.7% | Added |
| Wells Fargo & Company | 30,711 | $1.30M | 0.00% | −26,481−46.3% | Reduced |
| Credit Suisse AG | 30,619 | $1.30M | 0.00% | +6,603+27.5% | Added |
| BNP Paribas Arbitrage, SA | 30,623 | $1.30M | 0.00% | +4,502+17.2% | Added |
| Wesbanco Bank Inc | 29,607 | $1.25M | 0.05% | +29,607 | New |
| Lisanti Capital Growth, LLC | 29,255 | $1.24M | 0.18% | −230,830−88.8% | Reduced |
| Truist Financial Corp | 27,134 | $1.15M | 0.00% | −12,053−30.8% | Reduced |
| Legal & General Group Plc | 26,099 | $1.10M | 0.00% | +20,732+386.3% | Added |
| Citigroup Inc | 22,789 | $965.0K | 0.00% | −9,035−28.4% | Reduced |
| Jane Street Group, LLC | 22,426 | $950.0K | 0.00% | +7,764+53.0% | Added |
| NN Investment Partners Holdings N.V. | 21,600 | $914.0K | 0.01% | +21,600 | New |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $874.0K | 0.54% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 20,264 | $858.0K | 0.00% | −38,688−65.6% | Reduced |
| American International Group, Inc. | 17,349 | $735.0K | 0.00% | −412−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 17,063 | $722.0K | 0.00% | −1,320−7.2% | Reduced |
| Wolverine Asset Management LLC | 16,141 | $683.0K | 0.01% | +13,742+572.8% | Added |
| SEI Investments Co | 15,099 | $639.0K | 0.00% | −20,844−58.0% | Reduced |
| Cinctive Capital Management LP | 15,000 | $635.0K | 0.03% | +15,000 | New |
| Old Mission Capital LLC | 14,884 | $630.0K | 0.03% | +14,884 | New |
| Highland Capital Management Fund Advisors, L.P. | 14,823 | $628.0K | 0.11% | 00.0% | Unchanged |
| Barclays PLC | 14,339 | $607.0K | 0.00% | +10,327+257.4% | Added |
| Schonfeld Strategic Advisors LLC | 14,029 | $594.0K | 0.01% | −11,671−45.4% | Reduced |
| Ergoteles LLC | 13,400 | $567.0K | 0.02% | +13,400 | New |
| First Eagle Investment Management, LLC | 13,104 | $555.0K | 0.00% | +13,104 | New |
| Voya Investment Management LLC | 12,377 | $524.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 12,350 | $523.0K | 0.04% | +12,350 | New |
| Quantbot Technologies LP | 12,248 | $518.0K | 0.04% | +12,248 | New |
| MetLife Investment Management | 11,767 | $498.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,709 | $496.0K | 0.00% | +9,404+408.0% | Added |
| Camden Capital, LLC | 11,360 | $481.0K | 0.10% | −10−0.1% | Reduced |
| Engineers Gate Manager LP | 11,143 | $472.0K | 0.03% | +11,143 | New |
| Handelsbanken Fonder AB | 11,000 | $466.0K | 0.00% | +1,900+20.9% | Added |
| Twinbeech Capital LP | 10,891 | $461.0K | 0.03% | +10,891 | New |
| Blueshift Asset Management, LLC | 10,650 | $451.0K | 0.03% | +10,650 | New |
| Wellington Management Group LLP | 10,635 | $450.0K | 0.00% | +10,635 | New |
| Park Avenue Institutional Advisers LLC | 10,329 | $437.0K | 0.44% | +6,930+203.9% | Added |
| Polar Capital Holdings Plc | 10,196 | $432.0K | 0.00% | −693,821−98.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 9,900 | $419.0K | 0.14% | +9,900 | New |
| State Board of Administration of Florida Retirement System | 9,880 | $418.0K | 0.00% | +160+1.6% | Added |
| Arizona State Retirement System | 8,989 | $381.0K | 0.00% | +323+3.7% | Added |
| Level Four Advisory Services, LLC | 8,798 | $373.0K | 0.04% | +2,369+36.8% | Added |
| Metropolitan Life Insurance Co | 8,453 | $357.9K | 0.01% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 8,050 | $341.0K | 0.01% | +3,000+59.4% | Added |
| Trustcore Financial Services, LLC | 7,896 | $334.0K | 0.03% | 00.0% | Unchanged |
| Man Group plc | 7,742 | $328.0K | 0.00% | +7,742 | New |
| State of Wisconsin Investment Board | 7,300 | $309.0K | 0.00% | +1,500+25.9% | Added |
| Susquehanna International Group, LLP | 7,193 | $305.0K | 0.00% | −11,494−61.5% | Reduced |