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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 6,438 | $355.0K | 0.00% | −989−13.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,113 | $337.0K | 0.09% | +6,113 | New |
| Ensign Peak Advisors, Inc | 5,600 | $308.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,542 | $305.0K | 0.00% | −429−7.2% | Reduced |
| Amalgamated Financial Corp. | 5,542 | $305.0K | 0.00% | +5,542 | New |
| Wellington Management Group LLP | 5,511 | $303.0K | 0.00% | +5,511 | New |
| LPL Financial LLC | 5,086 | $280.0K | 0.00% | +678+15.4% | Added |
| Ameriprise Financial Inc | 5,013 | $276.0K | 0.00% | −987−16.5% | Reduced |
| HSBC Holdings PLC | 4,830 | $264.0K | 0.00% | −3,299−40.6% | Reduced |
| Mackenzie Financial Corp | 4,730 | $260.0K | 0.00% | +4,730 | New |
| Mount Yale Investment Advisors, LLC | 4,460 | $246.0K | 0.03% | +4,460 | New |
| Brinker Capital Investments, LLC | 4,386 | $241.0K | 0.00% | −150−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,355 | $240.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,265 | $235.0K | 0.01% | +4,265 | New |
| Jefferies Group LLC | 4,265 | $234.8K | 0.01% | +4,265 | New |
| Man Group plc | 3,977 | $219.0K | 0.00% | −932−19.0% | Reduced |
| Vontobel Holding Ltd. | 3,944 | $217.0K | 0.00% | +3,944 | New |
| Jane Street Group, LLC | 3,857 | $212.0K | 0.00% | −5,956−60.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,655 | $146.0K | 0.01% | +170+6.8% | Added |
| Allspring Global Investments Holdings, LLC | 2,202 | $121.0K | 0.00% | +465+26.8% | Added |
| Metropolitan Life Insurance Co | 2,079 | $114.4K | 0.00% | −6,374−75.4% | 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 |
| Nisa Investment Advisors, LLC | 1,900 | $105.0K | 0.00% | −60−3.1% | Reduced |
| Fifth Third Bancorp | 1,500 | $83.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $77.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,260 | $69.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,195 | $66.0K | 0.00% | +308+34.7% | Added |
| Signaturefd, LLC | 1,175 | $65.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,300 | $53.0K | 0.00% | +3,300 | New |
| Bank of Montreal | 933 | $52.0K | 0.00% | +933 | New |
| 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 |
| US Bancorp | 258 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 254 | $14.0K | 0.01% | +240+1,714.3% | Added |
| Aquatic Capital Management LLC | 200 | $11.0K | 0.02% | +200 | New |
| Captrust Financial Advisors | 139 | $8.00K | 0.00% | −47−25.3% | Reduced |
| Baldrige Asset Management LLC | 139 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 124 | $7.00K | 0.00% | −54−30.3% | Reduced |
| Ellevest, Inc. | 86 | $5.00K | 0.00% | +65+309.5% | Added |
| National Bank of Canada | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −69,900−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −66,352−100.0% | Sold out |
| Parian Global Management LP | 0 | $0 | 0.00% | −45,797−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −18,296−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,363−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,239−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,491−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,840−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,533−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,948−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |