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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| NEXT Financial Group, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $1.00K | 0.00% | +14 | New |
| National Bank of Canada | 35 | $2.00K | 0.00% | +35 | New |
| Simplex Trading, LLC | 50 | $2.00K | 0.00% | +50 | New |
| C M Bidwell & Associates Ltd | 75 | $4.00K | 0.00% | −5,745−98.7% | Reduced |
| Dark Forest Capital Management LP | 76 | $4.00K | 0.00% | +76 | New |
| Baldrige Asset Management LLC | 139 | $7.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 186 | $10.0K | 0.00% | +171+1,140.0% | Added |
| TCI Wealth Advisors, Inc. | 178 | $10.0K | 0.00% | +178 | New |
| US Bancorp | 258 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 370 | $20.0K | 0.00% | −1,759−82.6% | Reduced |
| State of Wyoming | 795 | $42.0K | 0.02% | +795 | New |
| Advisor Group Holdings, Inc. | 861 | $47.0K | 0.00% | +93+12.1% | Added |
| The PNC Financial Services Group, Inc. | 887 | $47.0K | 0.00% | +476+115.8% | Added |
| Cubist Systematic Strategies, LLC | 900 | $48.0K | 0.00% | −36,707−97.6% | Reduced |
| Signaturefd, LLC | 1,175 | $63.0K | 0.00% | +1,175 | New |
| Rockefeller Capital Management L.P. | 1,260 | $67.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $74.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $80.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,960 | $84.0K | 0.00% | +1,600+444.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,737 | $92.0K | 0.00% | +1,737 | New |
| Great West Life Assurance Co | 1,886 | $100.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,948 | $104.0K | 0.00% | +800+69.7% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $107.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,485 | $133.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,355 | $233.0K | 0.00% | +898+26.0% | Added |
| LPL Financial LLC | 4,408 | $235.0K | 0.00% | +4,408 | New |
| SG Americas Securities, LLC | 4,533 | $242.0K | 0.00% | −7,176−61.3% | Reduced |
| Brinker Capital Investments, LLC | 4,536 | $242.0K | 0.00% | +4,536 | New |
| Man Group plc | 4,909 | $262.0K | 0.00% | −2,833−36.6% | Reduced |
| Ensign Peak Advisors, Inc | 5,600 | $299.0K | 0.00% | +5,600 | New |
| Amalgamated Bank | 5,971 | $319.0K | 0.00% | +332+5.9% | Added |
| Ameriprise Financial Inc | 6,000 | $320.0K | 0.00% | +25+0.4% | Added |
| Teacher Retirement System of Texas | 6,302 | $337.0K | 0.00% | +1,166+22.7% | Added |
| Janus Henderson Group PLC | 6,474 | $346.0K | 0.00% | +6,474 | New |
| Great Point Wealth Advisors, LLC | 7,261 | $388.0K | 0.12% | +7,261 | New |
| State of Wisconsin Investment Board | 7,300 | $390.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,427 | $397.0K | 0.00% | +7,427 | New |
| Winton Group Ltd | 7,840 | $419.0K | 0.03% | +7,840 | 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 |
| HSBC Holdings PLC | 8,129 | $436.0K | 0.00% | +8,129 | New |
| Baird Financial Group, Inc. | 8,178 | $437.0K | 0.00% | +2,916+55.4% | Added |
| Metropolitan Life Insurance Co | 8,453 | $451.5K | 0.01% | 00.0% | Unchanged |
| Park Avenue Institutional Advisers LLC | 10,329 | $470.0K | 0.47% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,880 | $474.0K | 0.00% | −109−1.2% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 9,323 | $498.0K | 0.07% | −5,500−37.1% | Reduced |
| Squarepoint Ops LLC | 9,491 | $507.0K | 0.00% | +4,548+92.0% | Added |
| Connacht Asset Management LP | 9,688 | $517.0K | 0.59% | +4,217+77.1% | Added |
| Jane Street Group, LLC | 9,813 | $524.0K | 0.00% | −12,613−56.2% | Reduced |
| Envestnet Asset Management Inc | 9,853 | $526.0K | 0.00% | +4,460+82.7% | Added |
| Susquehanna International Group, LLP | 10,006 | $534.0K | 0.00% | +2,813+39.1% | Added |
| Cetera Advisor Networks LLC | 10,045 | $537.0K | 0.01% | +10,045 | New |
| State Board of Administration of Florida Retirement System | 10,303 | $550.0K | 0.00% | +423+4.3% | Added |
| Handelsbanken Fonder AB | 10,400 | $555.0K | 0.00% | −600−5.5% | Reduced |
| Boulder Hill Capital Management LP | 11,300 | $604.0K | 0.58% | +11,300 | New |
| MetLife Investment Management | 11,767 | $628.5K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 12,239 | $654.0K | 0.08% | +12,239 | New |
| Voya Investment Management LLC | 12,458 | $665.0K | 0.00% | +81+0.7% | Added |
| Tudor Investment Corp Et Al | 13,363 | $714.0K | 0.01% | +13,363 | New |
| SEI Investments Co | 13,826 | $738.0K | 0.00% | −1,273−8.4% | Reduced |
| Citigroup Inc | 15,001 | $801.0K | 0.00% | −7,788−34.2% | Reduced |
| Wolverine Asset Management LLC | 16,141 | $862.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 16,577 | $885.0K | 0.00% | +10,205+160.2% | Added |
| Manufacturers Life Insurance Company, The | 17,565 | $937.0K | 0.00% | +502+2.9% | Added |
| First Trust Advisors LP | 18,048 | $964.0K | 0.00% | −66,381−78.6% | Reduced |
| American International Group, Inc. | 18,062 | $965.0K | 0.00% | +713+4.1% | Added |
| Pictet Asset Management SA | 18,296 | $977.0K | 0.00% | +18,296 | New |
| Zacks Investment Management | 18,450 | $985.0K | 0.01% | +18,450 | New |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $1.10M | 0.64% | 00.0% | Unchanged |
| 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 |
| Legal & General Group Plc | 26,052 | $1.39M | 0.00% | −47−0.2% | Reduced |
| First Eagle Investment Management, LLC | 26,506 | $1.42M | 0.00% | +13,402+102.3% | Added |
| Truist Financial Corp | 27,059 | $1.45M | 0.00% | −75−0.3% | Reduced |
| Wesbanco Bank Inc | 29,607 | $1.58M | 0.06% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 32,365 | $1.73M | 0.00% | +1,742+5.7% | Added |
| Rhumbline Advisers | 34,404 | $1.84M | 0.00% | +1,438+4.4% | Added |
| Raymond James & Associates | 34,942 | $1.87M | 0.00% | +1,149+3.4% | Added |
| Alliancebernstein L.P. | 37,100 | $1.98M | 0.00% | +500+1.4% | Added |
| Parametric Portfolio Associates LLC | 38,991 | $2.08M | 0.00% | +18,727+92.4% | Added |
| JPMorgan Chase & Co | 39,317 | $2.10M | 0.00% | −152,972−79.6% | Reduced |
| Tranquility Partners, LLC | 40,340 | $2.15M | 1.00% | 00.0% | Unchanged |
| Barclays PLC | 41,255 | $2.20M | 0.00% | +26,916+187.7% | Added |
| Parian Global Management LP | 45,797 | $2.45M | 2.21% | +45,797 | New |
| Laurion Capital Management LP | 46,090 | $2.46M | 0.04% | −86,910−65.3% | Reduced |
| California State Teachers Retirement System | 46,439 | $2.48M | 0.00% | +2,314+5.2% | Added |
| Wells Fargo & Company | 46,445 | $2.48M | 0.00% | +15,734+51.2% | Added |
| Deutsche Bank AG | 46,674 | $2.49M | 0.00% | −7,287−13.5% | Reduced |
| Cinctive Capital Management LP | 52,956 | $2.83M | 0.13% | +37,956+253.0% | Added |
| Principal Financial Group Inc | 57,539 | $3.07M | 0.00% | −880−1.5% | Reduced |
| Kennedy Capital Management, Inc. | 62,303 | $3.33M | 0.07% | +3,200+5.4% | Added |
| Royal Bank of Canada | 64,182 | $3.43M | 0.00% | −1,026−1.6% | Reduced |
| Alyeska Investment Group, L.P. | 66,352 | $3.54M | 0.04% | +66,352 | New |
| Hennessy Advisors Inc | 69,900 | $3.73M | 0.21% | −2,500−3.5% | Reduced |
| Morgan Stanley | 71,983 | $3.84M | 0.00% | −65,349−47.6% | Reduced |
| Swiss National Bank | 72,900 | $3.89M | 0.00% | 00.0% | Unchanged |