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, Q2 2022
Institutional positions in Surgery Partners, Inc. as of Jun 30, 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
- 137
- −9 vs. Q1 2022
- Shares held
- 92.4M
- +1.74M (+1.9%) vs. Q1 2022
- Total value
- $2.67B
- −$2.32B (−46.4%) vs. Q1 2022
- New holders
- 24
- 60 more added
- Sold out
- 33
- 33 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,064,576 | $1.42B | 29.69% | 00.0% | Unchanged |
| FMR LLC | 13,484,523 | $390.0M | 0.04% | +1,606,776+13.5% | Added |
| Clearbridge Investments, LLC | 4,341,837 | $125.6M | 0.12% | +259,325+6.4% | Added |
| Vanguard Group Inc | 3,752,630 | $108.5M | 0.00% | +64,831+1.8% | Added |
| BlackRock Inc. | 2,545,634 | $73.6M | 0.00% | +265,385+11.6% | Added |
| Price T Rowe Associates Inc | 2,189,764 | $63.3M | 0.01% | −472,157−17.7% | Reduced |
| Durable Capital Partners LP | 1,694,280 | $49.0M | 0.56% | −224,170−11.7% | Reduced |
| Invesco Ltd. | 1,540,274 | $44.5M | 0.01% | −9,237−0.6% | Reduced |
| Dimensional Fund Advisors LP | 1,312,225 | $38.0M | 0.01% | +40,943+3.2% | Added |
| Victory Capital Management Inc | 1,063,183 | $30.7M | 0.04% | −277,286−20.7% | Reduced |
| Point72 Asset Management, L.P. | 985,912 | $28.5M | 0.13% | +781,126+381.4% | Added |
| State Street Corp | 770,505 | $22.3M | 0.00% | +42,267+5.8% | Added |
| Geode Capital Management, LLC | 708,019 | $20.5M | 0.00% | +41,014+6.1% | Added |
| Hood River Capital Management LLC | 673,583 | $19.5M | 0.77% | +29,394+4.6% | Added |
| Federated Hermes, Inc. | 514,218 | $14.9M | 0.04% | −534,982−51.0% | Reduced |
| Polar Capital Holdings Plc | 495,695 | $14.3M | 0.11% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 475,598 | $13.8M | 0.01% | +18,460+4.0% | Added |
| Northern Trust Corp | 381,705 | $11.0M | 0.00% | +28,236+8.0% | Added |
| UBS Asset Management Americas Inc | 373,431 | $10.8M | 0.01% | −9,946−2.6% | Reduced |
| WCM Investment Management, LLC | 353,478 | $10.6M | 0.04% | +74,410+26.7% | Added |
| Cannell Peter B & Co Inc | 361,245 | $10.4M | 0.38% | +135,270+59.9% | Added |
| Ardsley Advisory Partners LP | 350,000 | $10.1M | 2.51% | +70,000+25.0% | Added |
| Bank of America Corp | 337,174 | $9.75M | 0.00% | −13,254−3.8% | Reduced |
| Iron Triangle Partners LP | 268,176 | $7.76M | 1.25% | −131,824−33.0% | Reduced |
| Charles Schwab Investment Management Inc | 263,903 | $7.63M | 0.00% | +8,310+3.3% | Added |
| Clough Capital Partners L P | 223,881 | $6.47M | 0.84% | −74,900−25.1% | Reduced |
| Norges Bank | 210,620 | $6.09M | 0.00% | +91,564+76.9% | Added |
| Morgan Stanley | 194,107 | $5.61M | 0.00% | +16,710+9.4% | Added |
| Pier Capital, LLC | 192,973 | $5.58M | 0.95% | +1,645+0.9% | Added |
| Segall Bryant & Hamill, LLC | 175,960 | $5.09M | 0.06% | +52,351+42.4% | Added |
| Rheos Capital Works Inc. | 174,762 | $5.05M | 0.38% | −239,238−57.8% | Reduced |
| Dimension Capital Management LLC | 161,227 | $4.67M | 1.05% | −1,309−0.8% | Reduced |
| Bank of New York Mellon Corp | 145,013 | $4.19M | 0.00% | +7,351+5.3% | Added |
| Millennium Management LLC | 142,749 | $4.13M | 0.01% | +134,658+1,664.3% | Added |
| Castleark Management LLC | 123,628 | $3.58M | 0.19% | −2,585−2.0% | Reduced |
| State of Wisconsin Investment Board | 113,311 | $3.28M | 0.01% | +9,911+9.6% | Added |
| Cubist Systematic Strategies, LLC | 110,859 | $3.21M | 0.02% | +97,733+744.6% | Added |
| Swiss National Bank | 94,700 | $2.74M | 0.00% | +11,000+13.1% | Added |
| TD Asset Management Inc | 94,521 | $2.73M | 0.00% | −17,808−15.9% | Reduced |
| Putnam Investments LLC | 89,171 | $2.58M | 0.00% | −32,927−27.0% | Reduced |
| First Eagle Investment Management, LLC | 86,023 | $2.49M | 0.01% | +33,961+65.2% | Added |
| Sivik Global Healthcare LLC | 75,100 | $2.17M | 1.23% | +18,080+31.7% | Added |
| Goldman Sachs Group Inc | 74,901 | $2.17M | 0.00% | +8,942+13.6% | Added |
| First Trust Advisors LP | 73,595 | $2.13M | 0.00% | −3,164−4.1% | Reduced |
| Kennedy Capital Management, Inc. | 64,814 | $1.87M | 0.05% | +3,130+5.1% | Added |
| Manufacturers Life Insurance Company, The | 57,520 | $1.71M | 0.00% | +4,717+8.9% | Added |
| Citadel Advisors LLC | 56,912 | $1.65M | 0.00% | −5,906−9.4% | Reduced |
| JPMorgan Chase & Co | 53,230 | $1.54M | 0.00% | +16,097+43.3% | Added |
| HRT Financial LP | 52,809 | $1.53M | 0.02% | +52,809 | New |
| Engineers Gate Manager LP | 52,009 | $1.50M | 0.06% | +47,744+1,119.4% | Added |
| California State Teachers Retirement System | 51,248 | $1.48M | 0.00% | +6,711+15.1% | Added |
| Rhumbline Advisers | 47,871 | $1.38M | 0.00% | +11,901+33.1% | Added |
| Twinbeech Capital LP | 45,317 | $1.31M | 0.06% | +36,233+398.9% | Added |
| Alliancebernstein L.P. | 44,698 | $1.29M | 0.00% | +6,200+16.1% | Added |
| Tranquility Partners, LLC | 43,670 | $1.26M | 0.65% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 41,781 | $1.21M | 0.02% | +12,264+41.5% | Added |
| Raymond James & Associates | 38,497 | $1.11M | 0.00% | +797+2.1% | Added |
| Royal Bank of Canada | 38,079 | $1.10M | 0.00% | −160−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 36,531 | $1.06M | 0.00% | +8,614+30.9% | Added |
| Principal Financial Group Inc | 36,522 | $1.06M | 0.00% | −26,197−41.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 35,906 | $1.04M | 0.03% | +35,906 | New |
| Credit Suisse AG | 34,169 | $988.0K | 0.00% | +5,248+18.1% | Added |
| Campbell & CO Investment Adviser LLC | 32,016 | $926.0K | 0.25% | +25,903+423.7% | Added |
| Legal & General Group Plc | 30,782 | $890.0K | 0.00% | +1,052+3.5% | Added |
| Wesbanco Bank Inc | 29,607 | $856.0K | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 28,643 | $828.0K | 0.00% | +3,334+13.2% | Added |
| AlphaCrest Capital Management LLC | 25,616 | $741.0K | 0.04% | +11,913+86.9% | Added |
| Schonfeld Strategic Advisors LLC | 25,592 | $740.0K | 0.01% | −48,584−65.5% | Reduced |
| Deutsche Bank AG | 21,715 | $628.0K | 0.00% | −23,009−51.4% | Reduced |
| SEI Investments Co | 21,408 | $619.0K | 0.00% | −251−1.2% | Reduced |
| MetLife Investment Management | 20,707 | $598.8K | 0.00% | +2,566+14.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $597.0K | 0.41% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 20,194 | $584.0K | 0.06% | +20,194 | New |
| Polianta Ltd | 18,900 | $546.0K | 0.47% | +18,900 | New |
| American International Group, Inc. | 18,572 | $537.0K | 0.00% | +1,526+9.0% | Added |
| Zacks Investment Management | 16,952 | $490.0K | 0.01% | −1,513−8.2% | Reduced |
| Wolverine Asset Management LLC | 16,541 | $478.0K | 0.01% | +400+2.5% | Added |
| Graham Capital Management, L.P. | 16,302 | $471.0K | 0.02% | +16,302 | New |
| Panagora Asset Management Inc | 15,455 | $447.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 15,055 | $435.0K | 0.00% | +15,055 | New |
| Voya Investment Management LLC | 14,655 | $424.0K | 0.00% | +1,814+14.1% | Added |
| Caption Management, LLC | 14,100 | $408.0K | 0.04% | +14,100 | New |
| Bayesian Capital Management, LP | 13,800 | $399.0K | 0.07% | +13,800 | New |
| Envestnet Asset Management Inc | 13,113 | $379.0K | 0.00% | +1,298+11.0% | Added |
| Susquehanna International Group, LLP | 12,688 | $367.0K | 0.00% | +12,688 | New |
| Arizona State Retirement System | 10,895 | $315.0K | 0.00% | +1,333+13.9% | Added |
| Baird Financial Group, Inc. | 10,751 | $311.0K | 0.00% | +2,825+35.6% | Added |
| Park Avenue Institutional Advisers LLC | 10,329 | $299.0K | 0.42% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,303 | $298.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 10,266 | $297.0K | 0.00% | +10,266 | New |
| Connacht Asset Management LP | 10,128 | $293.0K | 0.42% | +20+0.2% | Added |
| Point72 Hong Kong Ltd | 10,116 | $293.0K | 0.02% | +10,116 | New |
| Cipher Capital LP | 9,499 | $275.0K | 0.06% | +9,499 | New |
| Truist Financial Corp | 8,830 | $255.0K | 0.00% | −17,247−66.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 8,100 | $239.0K | 0.04% | −1,089−11.9% | Reduced |
| Squarepoint Ops LLC | 7,917 | $229.0K | 0.00% | +7,917 | New |
| Handelsbanken Fonder AB | 7,900 | $228.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 7,896 | $228.0K | 0.02% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 7,631 | $221.0K | 0.06% | +7,631 | New |
| Tower Research Capital LLC (TRC) | 7,592 | $220.0K | 0.00% | +7,320+2,691.2% | Added |