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 |
|---|---|---|---|---|---|
| Schubert & Co | 2 | $0 | 0.00% | +1+100.0% | Added |
| Allworth Financial LP | 3 | $0 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| Cordant, Inc. | 8 | $0 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 12 | $1.00K | 0.00% | +8+200.0% | Added |
| CWM, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Parallel Advisors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| National Bank of Canada | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 86 | $5.00K | 0.00% | +65+309.5% | Added |
| TCI Wealth Advisors, Inc. | 124 | $7.00K | 0.00% | −54−30.3% | Reduced |
| Captrust Financial Advisors | 139 | $8.00K | 0.00% | −47−25.3% | Reduced |
| Baldrige Asset Management LLC | 139 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $11.0K | 0.02% | +200 | New |
| US Bancorp | 258 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 254 | $14.0K | 0.01% | +240+1,714.3% | Added |
| Tower Research Capital LLC (TRC) | 272 | $15.0K | 0.00% | −98−26.5% | Reduced |
| Prospera Financial Services Inc | 280 | $15.0K | 0.00% | +280 | New |
| Bank of Montreal | 933 | $52.0K | 0.00% | +933 | New |
| IFP Advisors, Inc | 3,300 | $53.0K | 0.00% | +3,300 | New |
| Signaturefd, LLC | 1,175 | $65.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,195 | $66.0K | 0.00% | +308+34.7% | Added |
| Rockefeller Capital Management L.P. | 1,260 | $69.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $77.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $83.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,900 | $105.0K | 0.00% | −60−3.1% | Reduced |
| Pinnacle Financial Partners Inc | 2,000 | $110.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,886 | $110.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,079 | $114.4K | 0.00% | −6,374−75.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,202 | $121.0K | 0.00% | +465+26.8% | Added |
| Ameritas Investment Partners, Inc. | 2,655 | $146.0K | 0.01% | +170+6.8% | Added |
| Jane Street Group, LLC | 3,857 | $212.0K | 0.00% | −5,956−60.7% | Reduced |
| Vontobel Holding Ltd. | 3,944 | $217.0K | 0.00% | +3,944 | New |
| Man Group plc | 3,977 | $219.0K | 0.00% | −932−19.0% | Reduced |
| Jefferies Group LLC | 4,265 | $234.8K | 0.01% | +4,265 | New |
| Engineers Gate Manager LP | 4,265 | $235.0K | 0.01% | +4,265 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,355 | $240.0K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,386 | $241.0K | 0.00% | −150−3.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,460 | $246.0K | 0.03% | +4,460 | New |
| Mackenzie Financial Corp | 4,730 | $260.0K | 0.00% | +4,730 | New |
| HSBC Holdings PLC | 4,830 | $264.0K | 0.00% | −3,299−40.6% | Reduced |
| Ameriprise Financial Inc | 5,013 | $276.0K | 0.00% | −987−16.5% | Reduced |
| LPL Financial LLC | 5,086 | $280.0K | 0.00% | +678+15.4% | Added |
| Wellington Management Group LLP | 5,511 | $303.0K | 0.00% | +5,511 | New |
| Amalgamated Bank | 5,542 | $305.0K | 0.00% | −429−7.2% | Reduced |
| Amalgamated Financial Corp. | 5,542 | $305.0K | 0.00% | +5,542 | New |
| Ensign Peak Advisors, Inc | 5,600 | $308.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,113 | $337.0K | 0.09% | +6,113 | New |
| ProShare Advisors LLC | 6,438 | $355.0K | 0.00% | −989−13.3% | Reduced |
| Janus Henderson Group PLC | 6,519 | $359.0K | 0.00% | +45+0.7% | Added |
| Citigroup Inc | 6,785 | $373.0K | 0.00% | −8,216−54.8% | Reduced |
| Teacher Retirement System of Texas | 7,127 | $392.0K | 0.00% | +825+13.1% | Added |
| Great Point Wealth Advisors, LLC | 7,261 | $400.0K | 0.12% | 00.0% | Unchanged |
| UBS Group AG | 7,469 | $411.0K | 0.00% | −9,108−54.9% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 7,486 | $412.0K | 0.06% | −1,837−19.7% | 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 |
| Baird Financial Group, Inc. | 7,926 | $436.0K | 0.00% | −252−3.1% | Reduced |
| Barclays PLC | 8,042 | $443.0K | 0.00% | −33,213−80.5% | Reduced |
| Millennium Management LLC | 8,091 | $445.0K | 0.00% | +8,091 | New |
| Foster Victor Wealth Advisors, LLC | 9,189 | $484.0K | 0.07% | 00.0% | Unchanged |
| Twinbeech Capital LP | 9,084 | $500.0K | 0.02% | +9,084 | New |
| Arizona State Retirement System | 9,562 | $526.0K | 0.00% | +682+7.7% | Added |
| Connacht Asset Management LP | 10,108 | $556.0K | 0.83% | +420+4.3% | Added |
| State Board of Administration of Florida Retirement System | 10,303 | $567.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Institutional Advisers LLC | 10,329 | $569.0K | 0.48% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,815 | $650.0K | 0.00% | +1,962+19.9% | Added |
| Voya Investment Management LLC | 12,841 | $707.0K | 0.00% | +383+3.1% | Added |
| Cubist Systematic Strategies, LLC | 13,126 | $723.0K | 0.01% | +12,226+1,358.4% | Added |
| AlphaCrest Capital Management LLC | 13,703 | $754.0K | 0.04% | +13,703 | New |
| Panagora Asset Management Inc | 15,455 | $851.0K | 0.00% | +15,455 | New |
| Wolverine Asset Management LLC | 16,141 | $888.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 17,046 | $938.0K | 0.01% | −1,016−5.6% | Reduced |
| Boulder Hill Capital Management LP | 17,200 | $947.0K | 0.51% | +5,900+52.2% | Added |
| Wells Fargo & Company | 17,614 | $969.0K | 0.00% | −28,831−62.1% | Reduced |
| MetLife Investment Management | 18,141 | $998.7K | 0.01% | +6,374+54.2% | Added |
| Ergoteles LLC | 18,324 | $1.01M | 0.04% | +18,324 | New |
| Zacks Investment Management | 18,465 | $1.02M | 0.01% | +15+0.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $1.14M | 0.68% | 00.0% | Unchanged |
| SEI Investments Co | 21,659 | $1.19M | 0.00% | +7,833+56.7% | Added |
| Advisor Group Holdings, Inc. | 13,507 | $1.23M | 0.00% | +12,646+1,468.8% | Added |
| New York State Common Retirement Fund | 25,309 | $1.39M | 0.00% | +2,450+10.7% | Added |
| Truist Financial Corp | 26,077 | $1.44M | 0.00% | −982−3.6% | Reduced |
| Laurion Capital Management LP | 26,531 | $1.46M | 0.03% | −19,559−42.4% | Reduced |
| BNP Paribas Arbitrage, SA | 27,917 | $1.54M | 0.00% | −4,448−13.7% | Reduced |
| Credit Suisse AG | 28,921 | $1.59M | 0.00% | +6,053+26.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 29,517 | $1.63M | 0.02% | +29,517 | New |
| Wesbanco Bank Inc | 29,607 | $1.63M | 0.06% | 00.0% | Unchanged |
| Legal & General Group Plc | 29,730 | $1.64M | 0.00% | +3,678+14.1% | Added |
| Rhumbline Advisers | 35,970 | $1.98M | 0.00% | +1,566+4.6% | Added |
| JPMorgan Chase & Co | 37,133 | $2.04M | 0.00% | −2,184−5.6% | Reduced |
| Raymond James & Associates | 37,700 | $2.08M | 0.00% | +2,758+7.9% | Added |
| Royal Bank of Canada | 38,239 | $2.10M | 0.00% | −25,943−40.4% | Reduced |
| Alliancebernstein L.P. | 38,498 | $2.12M | 0.00% | +1,398+3.8% | Added |
| Tranquility Partners, LLC | 43,670 | $2.40M | 1.13% | +3,330+8.3% | Added |
| California State Teachers Retirement System | 44,537 | $2.45M | 0.00% | −1,902−4.1% | Reduced |
| Deutsche Bank AG | 44,724 | $2.46M | 0.00% | −1,950−4.2% | Reduced |
| Bridgeway Capital Management, LLC | 46,100 | $2.54M | 0.05% | −79,041−63.2% | Reduced |
| Parametric Portfolio Associates LLC | 46,807 | $2.58M | 0.00% | +7,816+20.0% | Added |
| First Eagle Investment Management, LLC | 52,062 | $2.87M | 0.01% | +25,556+96.4% | Added |