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, Q1 2022
Institutional positions in Surgery Partners, Inc. as of Mar 31, 2022. 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
- 149
- +13 vs. Q4 2021
- Shares held
- 90.7M
- +2.31M (+2.6%) vs. Q4 2021
- Total value
- $4.99B
- +$271.2M (+5.7%) vs. Q4 2021
- New holders
- 29
- 56 more added
- Sold out
- 16
- 43 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,064,576 | $2.70B | 39.08% | 00.0% | Unchanged |
| FMR LLC | 11,877,747 | $653.9M | 0.05% | +1,403,374+13.4% | Added |
| Clearbridge Investments, LLC | 4,082,512 | $224.7M | 0.17% | +43,885+1.1% | Added |
| Vanguard Group Inc | 3,687,799 | $203.0M | 0.00% | +25,229+0.7% | Added |
| Price T Rowe Associates Inc | 2,661,921 | $146.5M | 0.01% | −148,159−5.3% | Reduced |
| BlackRock Inc. | 2,280,249 | $125.5M | 0.00% | +22,579+1.0% | Added |
| Durable Capital Partners LP | 1,918,450 | $105.6M | 0.93% | +325,221+20.4% | Added |
| Invesco Ltd. | 1,549,511 | $85.3M | 0.02% | −6,923−0.4% | Reduced |
| Victory Capital Management Inc | 1,340,469 | $73.7M | 0.07% | −31,859−2.3% | Reduced |
| Dimensional Fund Advisors LP | 1,271,282 | $70.0M | 0.02% | −48,212−3.7% | Reduced |
| Federated Hermes, Inc. | 1,049,200 | $57.8M | 0.13% | −1930.0% | Reduced |
| State Street Corp | 728,238 | $40.1M | 0.00% | +28,531+4.1% | Added |
| Geode Capital Management, LLC | 667,005 | $36.7M | 0.00% | +33,304+5.3% | Added |
| Hood River Capital Management LLC | 644,189 | $35.5M | 1.18% | +94,596+17.2% | Added |
| Polar Capital Holdings Plc | 495,695 | $27.3M | 0.16% | +7,326+1.5% | Added |
| Nuveen Asset Management, LLC | 457,138 | $23.8M | 0.01% | +62,443+15.8% | Added |
| Rheos Capital Works Inc. | 414,000 | $22.8M | 1.10% | 00.0% | Unchanged |
| Iron Triangle Partners LP | 400,000 | $22.0M | 2.62% | −143,696−26.4% | Reduced |
| UBS Asset Management Americas Inc | 383,377 | $21.1M | 0.01% | −17,423−4.3% | Reduced |
| Northern Trust Corp | 353,469 | $19.5M | 0.00% | −12,313−3.4% | Reduced |
| Bank of America Corp | 350,428 | $19.3M | 0.00% | +1,643+0.5% | Added |
| Clough Capital Partners L P | 298,781 | $16.4M | 1.25% | +298,781 | New |
| Ardsley Advisory Partners LP | 280,000 | $15.4M | 3.17% | −60,000−17.6% | Reduced |
| WCM Investment Management, LLC | 279,068 | $15.4M | 0.04% | +26,444+10.5% | Added |
| Charles Schwab Investment Management Inc | 255,593 | $14.1M | 0.00% | +8,283+3.3% | Added |
| Cannell Peter B & Co Inc | 225,975 | $12.4M | 0.37% | +46,475+25.9% | Added |
| Point72 Asset Management, L.P. | 204,786 | $11.3M | 0.05% | −38,775−15.9% | Reduced |
| Pier Capital, LLC | 191,328 | $10.5M | 1.34% | +86,965+83.3% | Added |
| Morgan Stanley | 177,397 | $9.77M | 0.00% | +105,414+146.4% | Added |
| Dimension Capital Management LLC | 162,536 | $8.95M | 1.67% | +9,620+6.3% | Added |
| Calamos Advisors LLC | 147,159 | $8.10M | 0.03% | +147,159 | New |
| Bank of New York Mellon Corp | 137,662 | $7.58M | 0.00% | +900+0.7% | Added |
| Castleark Management LLC | 126,213 | $6.95M | 0.30% | +34,460+37.6% | Added |
| Segall Bryant & Hamill, LLC | 123,609 | $6.80M | 0.07% | +288+0.2% | Added |
| Putnam Investments LLC | 122,098 | $6.72M | 0.01% | +122,098 | New |
| Norges Bank | 119,056 | $6.55M | 0.00% | +20,204+20.4% | Added |
| TD Asset Management Inc | 112,329 | $6.18M | 0.01% | −14,755−11.6% | Reduced |
| Russell Investments Group, Ltd. | 103,833 | $5.71M | 0.01% | +103,833 | New |
| State of Wisconsin Investment Board | 103,400 | $5.69M | 0.01% | +96,100+1,316.4% | Added |
| Swiss National Bank | 83,700 | $4.61M | 0.00% | +10,800+14.8% | Added |
| First Trust Advisors LP | 76,759 | $4.23M | 0.00% | +58,711+325.3% | Added |
| Schonfeld Strategic Advisors LLC | 74,176 | $4.08M | 0.05% | −93,619−55.8% | Reduced |
| Goldman Sachs Group Inc | 65,959 | $3.63M | 0.00% | −80,529−55.0% | Reduced |
| Citadel Advisors LLC | 62,818 | $3.46M | 0.00% | −51,961−45.3% | Reduced |
| Principal Financial Group Inc | 62,719 | $3.45M | 0.00% | +5,180+9.0% | Added |
| Kennedy Capital Management, Inc. | 61,684 | $3.40M | 0.08% | −619−1.0% | Reduced |
| Cinctive Capital Management LP | 57,642 | $3.17M | 0.14% | +4,686+8.8% | Added |
| Sivik Global Healthcare LLC | 57,020 | $3.14M | 1.30% | +57,020 | New |
| Manufacturers Life Insurance Company, The | 52,803 | $2.92M | 0.00% | +35,238+200.6% | Added |
| First Eagle Investment Management, LLC | 52,062 | $2.87M | 0.01% | +25,556+96.4% | Added |
| Parametric Portfolio Associates LLC | 46,807 | $2.58M | 0.00% | +7,816+20.0% | Added |
| Bridgeway Capital Management, LLC | 46,100 | $2.54M | 0.05% | −79,041−63.2% | Reduced |
| Deutsche Bank AG | 44,724 | $2.46M | 0.00% | −1,950−4.2% | Reduced |
| California State Teachers Retirement System | 44,537 | $2.45M | 0.00% | −1,902−4.1% | Reduced |
| Tranquility Partners, LLC | 43,670 | $2.40M | 1.13% | +3,330+8.3% | Added |
| Alliancebernstein L.P. | 38,498 | $2.12M | 0.00% | +1,398+3.8% | Added |
| Royal Bank of Canada | 38,239 | $2.10M | 0.00% | −25,943−40.4% | Reduced |
| Raymond James & Associates | 37,700 | $2.08M | 0.00% | +2,758+7.9% | Added |
| JPMorgan Chase & Co | 37,133 | $2.04M | 0.00% | −2,184−5.6% | Reduced |
| Rhumbline Advisers | 35,970 | $1.98M | 0.00% | +1,566+4.6% | Added |
| Legal & General Group Plc | 29,730 | $1.64M | 0.00% | +3,678+14.1% | Added |
| Wesbanco Bank Inc | 29,607 | $1.63M | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 29,517 | $1.63M | 0.02% | +29,517 | New |
| Credit Suisse AG | 28,921 | $1.59M | 0.00% | +6,053+26.5% | Added |
| BNP Paribas Arbitrage, SA | 27,917 | $1.54M | 0.00% | −4,448−13.7% | Reduced |
| Laurion Capital Management LP | 26,531 | $1.46M | 0.03% | −19,559−42.4% | Reduced |
| Truist Financial Corp | 26,077 | $1.44M | 0.00% | −982−3.6% | Reduced |
| New York State Common Retirement Fund | 25,309 | $1.39M | 0.00% | +2,450+10.7% | Added |
| Advisor Group Holdings, Inc. | 13,507 | $1.23M | 0.00% | +12,646+1,468.8% | Added |
| SEI Investments Co | 21,659 | $1.19M | 0.00% | +7,833+56.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $1.14M | 0.68% | 00.0% | Unchanged |
| Zacks Investment Management | 18,465 | $1.02M | 0.01% | +15+0.1% | Added |
| Ergoteles LLC | 18,324 | $1.01M | 0.04% | +18,324 | New |
| MetLife Investment Management | 18,141 | $998.7K | 0.01% | +6,374+54.2% | Added |
| Wells Fargo & Company | 17,614 | $969.0K | 0.00% | −28,831−62.1% | Reduced |
| Boulder Hill Capital Management LP | 17,200 | $947.0K | 0.51% | +5,900+52.2% | Added |
| American International Group, Inc. | 17,046 | $938.0K | 0.01% | −1,016−5.6% | Reduced |
| Wolverine Asset Management LLC | 16,141 | $888.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 15,455 | $851.0K | 0.00% | +15,455 | New |
| AlphaCrest Capital Management LLC | 13,703 | $754.0K | 0.04% | +13,703 | New |
| Cubist Systematic Strategies, LLC | 13,126 | $723.0K | 0.01% | +12,226+1,358.4% | Added |
| Voya Investment Management LLC | 12,841 | $707.0K | 0.00% | +383+3.1% | Added |
| Envestnet Asset Management Inc | 11,815 | $650.0K | 0.00% | +1,962+19.9% | Added |
| Park Avenue Institutional Advisers LLC | 10,329 | $569.0K | 0.48% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,303 | $567.0K | 0.00% | 00.0% | Unchanged |
| Connacht Asset Management LP | 10,108 | $556.0K | 0.83% | +420+4.3% | Added |
| Arizona State Retirement System | 9,562 | $526.0K | 0.00% | +682+7.7% | Added |
| Twinbeech Capital LP | 9,084 | $500.0K | 0.02% | +9,084 | New |
| Foster Victor Wealth Advisors, LLC | 9,189 | $484.0K | 0.07% | 00.0% | Unchanged |
| Millennium Management LLC | 8,091 | $445.0K | 0.00% | +8,091 | New |
| Barclays PLC | 8,042 | $443.0K | 0.00% | −33,213−80.5% | Reduced |
| Baird Financial Group, Inc. | 7,926 | $436.0K | 0.00% | −252−3.1% | Reduced |
| Handelsbanken Fonder AB | 7,900 | $435.0K | 0.00% | −2,500−24.0% | Reduced |
| Trustcore Financial Services, LLC | 7,896 | $435.0K | 0.04% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 7,486 | $412.0K | 0.06% | −1,837−19.7% | Reduced |
| UBS Group AG | 7,469 | $411.0K | 0.00% | −9,108−54.9% | Reduced |
| Great Point Wealth Advisors, LLC | 7,261 | $400.0K | 0.12% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,127 | $392.0K | 0.00% | +825+13.1% | Added |
| Citigroup Inc | 6,785 | $373.0K | 0.00% | −8,216−54.8% | Reduced |
| Janus Henderson Group PLC | 6,519 | $359.0K | 0.00% | +45+0.7% | Added |