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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 6,302 | $337.0K | 0.00% | +1,166+22.7% | Added |
| Ameriprise Financial Inc | 6,000 | $320.0K | 0.00% | +25+0.4% | Added |
| Amalgamated Bank | 5,971 | $319.0K | 0.00% | +332+5.9% | Added |
| Ensign Peak Advisors, Inc | 5,600 | $299.0K | 0.00% | +5,600 | New |
| Man Group plc | 4,909 | $262.0K | 0.00% | −2,833−36.6% | Reduced |
| 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 |
| LPL Financial LLC | 4,408 | $235.0K | 0.00% | +4,408 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,355 | $233.0K | 0.00% | +898+26.0% | Added |
| Ameritas Investment Partners, Inc. | 2,485 | $133.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 2,000 | $107.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,948 | $104.0K | 0.00% | +800+69.7% | Added |
| Great West Life Assurance Co | 1,886 | $100.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,737 | $92.0K | 0.00% | +1,737 | New |
| Nisa Investment Advisors, LLC | 1,960 | $84.0K | 0.00% | +1,600+444.4% | Added |
| Fifth Third Bancorp | 1,500 | $80.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $74.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,260 | $67.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,175 | $63.0K | 0.00% | +1,175 | New |
| Cubist Systematic Strategies, LLC | 900 | $48.0K | 0.00% | −36,707−97.6% | Reduced |
| 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 |
| State of Wyoming | 795 | $42.0K | 0.02% | +795 | New |
| Tower Research Capital LLC (TRC) | 370 | $20.0K | 0.00% | −1,759−82.6% | Reduced |
| US Bancorp | 258 | $13.0K | 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 |
| Baldrige Asset Management LLC | 139 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| National Bank of Canada | 35 | $2.00K | 0.00% | +35 | New |
| Simplex Trading, LLC | 50 | $2.00K | 0.00% | +50 | 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 |
| JFS Wealth Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −823,891−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −167,793−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −73,714−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −62,398−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −41,134−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −39,792−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −29,255−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −14,884−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −12,350−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,248−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −11,360−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,143−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,891−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,650−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −10,635−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −8,798−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,370−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,666−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,796−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,741−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |