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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 84,429 | $3.58M | 0.00% | −49,717−37.1% | Reduced |
| TD Asset Management Inc | 92,669 | $3.92M | 0.00% | +3,500+3.9% | Added |
| Norges Bank | 109,240 | $4.63M | 0.00% | +109,240 | New |
| Bank of New York Mellon Corp | 124,885 | $5.29M | 0.00% | −11,079−8.1% | Reduced |
| Laurion Capital Management LP | 133,000 | $5.63M | 0.08% | +133,000 | New |
| Bridgeway Capital Management, LLC | 133,241 | $5.64M | 0.11% | −110,300−45.3% | Reduced |
| Morgan Stanley | 137,332 | $5.81M | 0.00% | −339,864−71.2% | Reduced |
| Nuveen Asset Management, LLC | 141,762 | $6.00M | 0.00% | −15,739−10.0% | Reduced |
| Dimension Capital Management LLC | 152,916 | $6.47M | 1.33% | −1,388−0.9% | Reduced |
| Goldman Sachs Group Inc | 154,835 | $6.56M | 0.00% | +100,726+186.2% | Added |
| WCM Investment Management, LLC | 155,088 | $6.57M | 0.02% | +1,014+0.7% | Added |
| 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 |
| JPMorgan Chase & Co | 192,289 | $8.14M | 0.00% | −82,111−29.9% | Reduced |
| Charles Schwab Investment Management Inc | 212,274 | $8.99M | 0.00% | −1,646−0.8% | Reduced |
| Bank of America Corp | 298,495 | $12.6M | 0.00% | −11,362−3.7% | Reduced |
| Ardsley Advisory Partners LP | 300,000 | $12.7M | 2.65% | −21,500−6.7% | Reduced |
| Point72 Asset Management, L.P. | 301,702 | $12.8M | 0.06% | +301,702 | New |
| Northern Trust Corp | 353,617 | $15.0M | 0.00% | −6,313−1.8% | Reduced |
| UBS Asset Management Americas Inc | 413,262 | $17.5M | 0.01% | +378,797+1,099.1% | Added |
| Rheos Capital Works Inc. | 414,000 | $17.5M | 0.90% | +16,000+4.0% | Added |
| Hood River Capital Management LLC | 423,488 | $17.9M | 0.55% | −17,551−4.0% | Reduced |
| Geode Capital Management, LLC | 565,251 | $23.9M | 0.00% | +13,176+2.4% | Added |
| State Street Corp | 685,846 | $29.0M | 0.00% | +33,148+5.1% | Added |
| Millennium Management LLC | 823,891 | $34.9M | 0.05% | +823,891 | New |
| Federated Hermes, Inc. | 969,407 | $41.0M | 0.08% | +35,979+3.9% | Added |
| Invesco Ltd. | 1,179,834 | $50.0M | 0.01% | −144,315−10.9% | Reduced |
| Victory Capital Management Inc | 1,245,261 | $52.7M | 0.05% | +409,099+48.9% | Added |
| Dimensional Fund Advisors LP | 1,440,136 | $61.0M | 0.02% | −75,939−5.0% | Reduced |
| BlackRock Inc. | 1,997,837 | $84.6M | 0.00% | −71,699−3.5% | Reduced |
| Price T Rowe Associates Inc | 2,525,436 | $106.9M | 0.01% | −160,058−6.0% | Reduced |
| Vanguard Group Inc | 3,110,445 | $131.7M | 0.00% | +10,324+0.3% | Added |
| Clearbridge Investments, LLC | 3,557,873 | $150.6M | 0.11% | +16,009+0.5% | Added |
| FMR LLC | 7,424,845 | $314.4M | 0.02% | +157,328+2.2% | Added |
| Bain Capital Investors LLC | 49,064,576 | $2.08B | 24.50% | 00.0% | Unchanged |
| Maven Securities LTD | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −92,475−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −75,318−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −56,785−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −24,765−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −22,347−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −19,138−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,978−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Harbor Financial Services, LLC | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,574−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,224−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,923−100.0% | Sold out |
| Great Point Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,393−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,902−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −3,796−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,573−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,257−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Pinnacle Wealth Advisors | – | – | – | – | Not filed |