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, Q4 2021
Institutional positions in Surgery Partners, Inc. as of Dec 31, 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
- 137
- +2 vs. Q3 2021
- Shares held
- 88.4M
- +7.33M (+9.0%) vs. Q3 2021
- Total value
- $4.72B
- +$1.29B (+37.5%) vs. Q3 2021
- New holders
- 31
- 53 more added
- Sold out
- 29
- 30 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,064,576 | $2.62B | 31.34% | 00.0% | Unchanged |
| FMR LLC | 10,474,373 | $559.4M | 0.04% | +3,049,528+41.1% | Added |
| Clearbridge Investments, LLC | 4,038,627 | $215.7M | 0.15% | +480,754+13.5% | Added |
| Vanguard Group Inc | 3,662,570 | $195.6M | 0.00% | +552,125+17.8% | Added |
| Price T Rowe Associates Inc | 2,810,080 | $150.1M | 0.01% | +284,644+11.3% | Added |
| BlackRock Inc. | 2,257,670 | $120.6M | 0.00% | +259,833+13.0% | Added |
| Durable Capital Partners LP | 1,593,229 | $85.1M | 0.66% | +1,593,229 | New |
| Invesco Ltd. | 1,556,434 | $83.1M | 0.02% | +376,600+31.9% | Added |
| Victory Capital Management Inc | 1,372,328 | $73.3M | 0.07% | +127,067+10.2% | Added |
| Dimensional Fund Advisors LP | 1,319,494 | $70.5M | 0.02% | −120,642−8.4% | Reduced |
| Federated Hermes, Inc. | 1,049,393 | $56.0M | 0.10% | +79,986+8.3% | Added |
| State Street Corp | 699,707 | $37.4M | 0.00% | +13,861+2.0% | Added |
| Geode Capital Management, LLC | 633,701 | $33.8M | 0.00% | +68,450+12.1% | Added |
| Hood River Capital Management LLC | 549,593 | $29.4M | 0.88% | +126,105+29.8% | Added |
| Iron Triangle Partners LP | 543,696 | $29.0M | 4.05% | +543,696 | New |
| Polar Capital Holdings Plc | 488,369 | $26.1M | 0.14% | +478,173+4,689.8% | Added |
| Rheos Capital Works Inc. | 414,000 | $22.1M | 0.97% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 400,800 | $21.4M | 0.01% | −12,462−3.0% | Reduced |
| Nuveen Asset Management, LLC | 394,695 | $21.1M | 0.01% | +252,933+178.4% | Added |
| Northern Trust Corp | 365,782 | $19.5M | 0.00% | +12,165+3.4% | Added |
| Bank of America Corp | 348,785 | $18.6M | 0.00% | +50,290+16.8% | Added |
| Ardsley Advisory Partners LP | 340,000 | $18.2M | 4.29% | +40,000+13.3% | Added |
| WCM Investment Management, LLC | 252,624 | $13.5M | 0.03% | +97,536+62.9% | Added |
| Charles Schwab Investment Management Inc | 247,310 | $13.2M | 0.00% | +35,036+16.5% | Added |
| Point72 Asset Management, L.P. | 243,561 | $13.0M | 0.06% | −58,141−19.3% | Reduced |
| Cannell Peter B & Co Inc | 179,500 | $9.59M | 0.27% | +171,450+2,129.8% | Added |
| Schonfeld Strategic Advisors LLC | 167,795 | $8.96M | 0.09% | +153,766+1,096.1% | Added |
| Dimension Capital Management LLC | 152,916 | $8.17M | 1.53% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 146,488 | $7.82M | 0.00% | −8,347−5.4% | Reduced |
| Bank of New York Mellon Corp | 136,762 | $7.30M | 0.00% | +11,877+9.5% | Added |
| TD Asset Management Inc | 127,084 | $6.79M | 0.01% | +34,415+37.1% | Added |
| Bridgeway Capital Management, LLC | 125,141 | $6.68M | 0.12% | −8,100−6.1% | Reduced |
| Segall Bryant & Hamill, LLC | 123,321 | $6.59M | 0.06% | +123,321 | New |
| Citadel Advisors LLC | 114,779 | $6.13M | 0.01% | +33,788+41.7% | Added |
| Pier Capital, LLC | 104,363 | $5.57M | 0.59% | +104,363 | New |
| Norges Bank | 98,852 | $5.28M | 0.00% | −10,388−9.5% | Reduced |
| Castleark Management LLC | 91,753 | $4.90M | 0.18% | −76,040−45.3% | Reduced |
| Swiss National Bank | 72,900 | $3.89M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 71,983 | $3.84M | 0.00% | −65,349−47.6% | Reduced |
| Hennessy Advisors Inc | 69,900 | $3.73M | 0.21% | −2,500−3.5% | Reduced |
| Alyeska Investment Group, L.P. | 66,352 | $3.54M | 0.04% | +66,352 | New |
| Royal Bank of Canada | 64,182 | $3.43M | 0.00% | −1,026−1.6% | Reduced |
| Kennedy Capital Management, Inc. | 62,303 | $3.33M | 0.07% | +3,200+5.4% | Added |
| Principal Financial Group Inc | 57,539 | $3.07M | 0.00% | −880−1.5% | Reduced |
| Cinctive Capital Management LP | 52,956 | $2.83M | 0.13% | +37,956+253.0% | Added |
| Deutsche Bank AG | 46,674 | $2.49M | 0.00% | −7,287−13.5% | Reduced |
| Wells Fargo & Company | 46,445 | $2.48M | 0.00% | +15,734+51.2% | Added |
| California State Teachers Retirement System | 46,439 | $2.48M | 0.00% | +2,314+5.2% | Added |
| Laurion Capital Management LP | 46,090 | $2.46M | 0.04% | −86,910−65.3% | Reduced |
| Parian Global Management LP | 45,797 | $2.45M | 2.21% | +45,797 | New |
| Barclays PLC | 41,255 | $2.20M | 0.00% | +26,916+187.7% | Added |
| Tranquility Partners, LLC | 40,340 | $2.15M | 1.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 39,317 | $2.10M | 0.00% | −152,972−79.6% | Reduced |
| Parametric Portfolio Associates LLC | 38,991 | $2.08M | 0.00% | +18,727+92.4% | Added |
| Alliancebernstein L.P. | 37,100 | $1.98M | 0.00% | +500+1.4% | Added |
| Raymond James & Associates | 34,942 | $1.87M | 0.00% | +1,149+3.4% | Added |
| Rhumbline Advisers | 34,404 | $1.84M | 0.00% | +1,438+4.4% | Added |
| BNP Paribas Arbitrage, SA | 32,365 | $1.73M | 0.00% | +1,742+5.7% | Added |
| Wesbanco Bank Inc | 29,607 | $1.58M | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 27,059 | $1.45M | 0.00% | −75−0.3% | Reduced |
| First Eagle Investment Management, LLC | 26,506 | $1.42M | 0.00% | +13,402+102.3% | Added |
| Legal & General Group Plc | 26,052 | $1.39M | 0.00% | −47−0.2% | Reduced |
| New York State Common Retirement Fund | 22,859 | $1.22M | 0.00% | −13,822−37.7% | Reduced |
| Credit Suisse AG | 22,868 | $1.22M | 0.00% | −7,751−25.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $1.10M | 0.64% | 00.0% | Unchanged |
| Zacks Investment Management | 18,450 | $985.0K | 0.01% | +18,450 | New |
| Pictet Asset Management SA | 18,296 | $977.0K | 0.00% | +18,296 | New |
| American International Group, Inc. | 18,062 | $965.0K | 0.00% | +713+4.1% | Added |
| First Trust Advisors LP | 18,048 | $964.0K | 0.00% | −66,381−78.6% | Reduced |
| Manufacturers Life Insurance Company, The | 17,565 | $937.0K | 0.00% | +502+2.9% | Added |
| UBS Group AG | 16,577 | $885.0K | 0.00% | +10,205+160.2% | Added |
| Wolverine Asset Management LLC | 16,141 | $862.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 15,001 | $801.0K | 0.00% | −7,788−34.2% | Reduced |
| SEI Investments Co | 13,826 | $738.0K | 0.00% | −1,273−8.4% | Reduced |
| Tudor Investment Corp Et Al | 13,363 | $714.0K | 0.01% | +13,363 | New |
| Voya Investment Management LLC | 12,458 | $665.0K | 0.00% | +81+0.7% | Added |
| Gsa Capital Partners LLP | 12,239 | $654.0K | 0.08% | +12,239 | New |
| MetLife Investment Management | 11,767 | $628.5K | 0.01% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 11,300 | $604.0K | 0.58% | +11,300 | New |
| Handelsbanken Fonder AB | 10,400 | $555.0K | 0.00% | −600−5.5% | Reduced |
| State Board of Administration of Florida Retirement System | 10,303 | $550.0K | 0.00% | +423+4.3% | Added |
| Cetera Advisor Networks LLC | 10,045 | $537.0K | 0.01% | +10,045 | New |
| Susquehanna International Group, LLP | 10,006 | $534.0K | 0.00% | +2,813+39.1% | Added |
| Envestnet Asset Management Inc | 9,853 | $526.0K | 0.00% | +4,460+82.7% | Added |
| Jane Street Group, LLC | 9,813 | $524.0K | 0.00% | −12,613−56.2% | Reduced |
| Connacht Asset Management LP | 9,688 | $517.0K | 0.59% | +4,217+77.1% | Added |
| Squarepoint Ops LLC | 9,491 | $507.0K | 0.00% | +4,548+92.0% | Added |
| Highland Capital Management Fund Advisors, L.P. | 9,323 | $498.0K | 0.07% | −5,500−37.1% | Reduced |
| Arizona State Retirement System | 8,880 | $474.0K | 0.00% | −109−1.2% | Reduced |
| Park Avenue Institutional Advisers LLC | 10,329 | $470.0K | 0.47% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,453 | $451.5K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 8,178 | $437.0K | 0.00% | +2,916+55.4% | Added |
| HSBC Holdings PLC | 8,129 | $436.0K | 0.00% | +8,129 | New |
| Trustcore Financial Services, LLC | 7,896 | $422.0K | 0.05% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 9,189 | $422.0K | 0.06% | +9,189 | New |
| Winton Group Ltd | 7,840 | $419.0K | 0.03% | +7,840 | New |
| ProShare Advisors LLC | 7,427 | $397.0K | 0.00% | +7,427 | New |
| State of Wisconsin Investment Board | 7,300 | $390.0K | 0.00% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 7,261 | $388.0K | 0.12% | +7,261 | New |
| Janus Henderson Group PLC | 6,474 | $346.0K | 0.00% | +6,474 | New |