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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Parallax Volatility Advisers, L.P. | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 139 | $6.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 160 | $6.77K | 0.00% | +160 | New |
| US Bancorp | 258 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 360 | $15.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 411 | $17.0K | 0.00% | −64−13.5% | Reduced |
| Advisor Group Holdings, Inc. | 768 | $32.0K | 0.00% | −21,685−96.6% | Reduced |
| Group One Trading, L.P. | 1,148 | $49.0K | 0.00% | +397+52.9% | Added |
| Rockefeller Capital Management L.P. | 1,260 | $53.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $59.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $64.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,792 | $76.0K | 0.02% | +140+8.5% | Added |
| Great West Life Assurance Co | 1,886 | $80.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 2,000 | $85.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,129 | $90.0K | 0.00% | −5,186−70.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,485 | $105.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,741 | $116.0K | 0.00% | −784−22.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,457 | $146.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,796 | $203.0K | 0.00% | +4,796 | New |
| Squarepoint Ops LLC | 4,943 | $209.0K | 0.00% | +390+8.6% | Added |
| Teacher Retirement System of Texas | 5,136 | $217.0K | 0.00% | +1,881+57.8% | Added |
| Baird Financial Group, Inc. | 5,262 | $223.0K | 0.00% | +5,262 | New |
| Envestnet Asset Management Inc | 5,393 | $228.0K | 0.00% | −58−1.1% | Reduced |
| Connacht Asset Management LP | 5,471 | $232.0K | 0.27% | +1,013+22.7% | Added |
| Amalgamated Bank | 5,639 | $239.0K | 0.00% | −347−5.8% | Reduced |
| Paloma Partners Management Co | 5,666 | $240.0K | 0.01% | +5,666 | New |
| C M Bidwell & Associates Ltd | 5,820 | $246.0K | 0.16% | +4,405+311.3% | Added |
| Ameriprise Financial Inc | 5,975 | $253.0K | 0.00% | +5,975 | New |
| UBS Group AG | 6,372 | $270.0K | 0.00% | −3,015−32.1% | Reduced |
| Walleye Capital LLC | 6,370 | $270.0K | 0.01% | +6,370 | New |
| AlphaCrest Capital Management LLC | 7,000 | $296.0K | 0.02% | +1,836+35.6% | Added |
| Susquehanna International Group, LLP | 7,193 | $305.0K | 0.00% | −11,494−61.5% | Reduced |
| State of Wisconsin Investment Board | 7,300 | $309.0K | 0.00% | +1,500+25.9% | Added |
| Man Group plc | 7,742 | $328.0K | 0.00% | +7,742 | New |
| Trustcore Financial Services, LLC | 7,896 | $334.0K | 0.03% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 8,050 | $341.0K | 0.01% | +3,000+59.4% | Added |
| Metropolitan Life Insurance Co | 8,453 | $357.9K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 8,798 | $373.0K | 0.04% | +2,369+36.8% | Added |
| Arizona State Retirement System | 8,989 | $381.0K | 0.00% | +323+3.7% | Added |
| State Board of Administration of Florida Retirement System | 9,880 | $418.0K | 0.00% | +160+1.6% | Added |
| Campbell & CO Investment Adviser LLC | 9,900 | $419.0K | 0.14% | +9,900 | New |
| Polar Capital Holdings Plc | 10,196 | $432.0K | 0.00% | −693,821−98.6% | Reduced |
| Park Avenue Institutional Advisers LLC | 10,329 | $437.0K | 0.44% | +6,930+203.9% | Added |
| Wellington Management Group LLP | 10,635 | $450.0K | 0.00% | +10,635 | New |
| Blueshift Asset Management, LLC | 10,650 | $451.0K | 0.03% | +10,650 | New |
| Twinbeech Capital LP | 10,891 | $461.0K | 0.03% | +10,891 | New |
| Handelsbanken Fonder AB | 11,000 | $466.0K | 0.00% | +1,900+20.9% | Added |
| Engineers Gate Manager LP | 11,143 | $472.0K | 0.03% | +11,143 | New |
| Camden Capital, LLC | 11,360 | $481.0K | 0.10% | −10−0.1% | Reduced |
| SG Americas Securities, LLC | 11,709 | $496.0K | 0.00% | +9,404+408.0% | Added |
| MetLife Investment Management | 11,767 | $498.2K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 12,248 | $518.0K | 0.04% | +12,248 | New |
| PDT Partners, LLC | 12,350 | $523.0K | 0.04% | +12,350 | New |
| Voya Investment Management LLC | 12,377 | $524.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 13,104 | $555.0K | 0.00% | +13,104 | New |
| Ergoteles LLC | 13,400 | $567.0K | 0.02% | +13,400 | New |
| Schonfeld Strategic Advisors LLC | 14,029 | $594.0K | 0.01% | −11,671−45.4% | Reduced |
| Barclays PLC | 14,339 | $607.0K | 0.00% | +10,327+257.4% | Added |
| Highland Capital Management Fund Advisors, L.P. | 14,823 | $628.0K | 0.11% | 00.0% | Unchanged |
| Old Mission Capital LLC | 14,884 | $630.0K | 0.03% | +14,884 | New |
| Cinctive Capital Management LP | 15,000 | $635.0K | 0.03% | +15,000 | New |
| SEI Investments Co | 15,099 | $639.0K | 0.00% | −20,844−58.0% | Reduced |
| Wolverine Asset Management LLC | 16,141 | $683.0K | 0.01% | +13,742+572.8% | Added |
| Manufacturers Life Insurance Company, The | 17,063 | $722.0K | 0.00% | −1,320−7.2% | Reduced |
| American International Group, Inc. | 17,349 | $735.0K | 0.00% | −412−2.3% | Reduced |
| Parametric Portfolio Associates LLC | 20,264 | $858.0K | 0.00% | −38,688−65.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $874.0K | 0.54% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 21,600 | $914.0K | 0.01% | +21,600 | New |
| Jane Street Group, LLC | 22,426 | $950.0K | 0.00% | +7,764+53.0% | Added |
| Citigroup Inc | 22,789 | $965.0K | 0.00% | −9,035−28.4% | Reduced |
| Legal & General Group Plc | 26,099 | $1.10M | 0.00% | +20,732+386.3% | Added |
| Truist Financial Corp | 27,134 | $1.15M | 0.00% | −12,053−30.8% | Reduced |
| Lisanti Capital Growth, LLC | 29,255 | $1.24M | 0.18% | −230,830−88.8% | Reduced |
| Wesbanco Bank Inc | 29,607 | $1.25M | 0.05% | +29,607 | New |
| BNP Paribas Arbitrage, SA | 30,623 | $1.30M | 0.00% | +4,502+17.2% | Added |
| Credit Suisse AG | 30,619 | $1.30M | 0.00% | +6,603+27.5% | Added |
| Wells Fargo & Company | 30,711 | $1.30M | 0.00% | −26,481−46.3% | Reduced |
| Rhumbline Advisers | 32,966 | $1.40M | 0.00% | +1,473+4.7% | Added |
| Raymond James & Associates | 33,793 | $1.43M | 0.00% | −7,286−17.7% | Reduced |
| Alliancebernstein L.P. | 36,600 | $1.55M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 36,681 | $1.55M | 0.00% | −18,243−33.2% | Reduced |
| Cubist Systematic Strategies, LLC | 37,607 | $1.59M | 0.02% | +32,100+582.9% | Added |
| HRT Financial LP | 39,792 | $1.68M | 0.01% | +39,792 | New |
| Tranquility Partners, LLC | 40,340 | $1.71M | 0.87% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 41,134 | $1.74M | 0.00% | +4,190+11.3% | Added |
| California State Teachers Retirement System | 44,125 | $1.87M | 0.00% | +467+1.1% | Added |
| PointState Capital LP | 50,000 | $2.12M | 0.05% | +20,000+66.7% | Added |
| Deutsche Bank AG | 53,961 | $2.29M | 0.00% | +17,076+46.3% | Added |
| Principal Financial Group Inc | 58,419 | $2.47M | 0.00% | −296−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 59,103 | $2.50M | 0.06% | +591+1.0% | Added |
| Calamos Advisors LLC | 62,398 | $2.64M | 0.01% | +237+0.4% | Added |
| Royal Bank of Canada | 65,208 | $2.76M | 0.00% | −46,278−41.5% | Reduced |
| Hennessy Advisors Inc | 72,400 | $3.06M | 0.18% | −2,400−3.2% | Reduced |
| Swiss National Bank | 72,900 | $3.09M | 0.00% | +2,600+3.7% | Added |
| Two Sigma Investments, LP | 73,714 | $3.12M | 0.01% | +73,714 | New |
| Citadel Advisors LLC | 80,991 | $3.43M | 0.00% | +22,462+38.4% | Added |