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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 7,000 | $296.0K | 0.02% | +1,836+35.6% | Added |
| 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 |
| Ameriprise Financial Inc | 5,975 | $253.0K | 0.00% | +5,975 | New |
| C M Bidwell & Associates Ltd | 5,820 | $246.0K | 0.16% | +4,405+311.3% | Added |
| Paloma Partners Management Co | 5,666 | $240.0K | 0.01% | +5,666 | New |
| Amalgamated Bank | 5,639 | $239.0K | 0.00% | −347−5.8% | Reduced |
| Connacht Asset Management LP | 5,471 | $232.0K | 0.27% | +1,013+22.7% | Added |
| Envestnet Asset Management Inc | 5,393 | $228.0K | 0.00% | −58−1.1% | Reduced |
| Baird Financial Group, Inc. | 5,262 | $223.0K | 0.00% | +5,262 | New |
| Teacher Retirement System of Texas | 5,136 | $217.0K | 0.00% | +1,881+57.8% | Added |
| Squarepoint Ops LLC | 4,943 | $209.0K | 0.00% | +390+8.6% | Added |
| Balyasny Asset Management LLC | 4,796 | $203.0K | 0.00% | +4,796 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,457 | $146.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,741 | $116.0K | 0.00% | −784−22.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,485 | $105.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,129 | $90.0K | 0.00% | −5,186−70.9% | Reduced |
| Pinnacle Financial Partners Inc | 2,000 | $85.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,886 | $80.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,792 | $76.0K | 0.02% | +140+8.5% | Added |
| Fifth Third Bancorp | 1,500 | $64.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $59.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,260 | $53.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,148 | $49.0K | 0.00% | +397+52.9% | Added |
| Advisor Group Holdings, Inc. | 768 | $32.0K | 0.00% | −21,685−96.6% | Reduced |
| The PNC Financial Services Group, Inc. | 411 | $17.0K | 0.00% | −64−13.5% | Reduced |
| Nisa Investment Advisors, LLC | 360 | $15.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 258 | $11.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 160 | $6.77K | 0.00% | +160 | New |
| Baldrige Asset Management LLC | 139 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |