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 |
|---|---|---|---|---|---|
| HM Payson & Co | 1 | $0 | 0.00% | +1 | New |
| Lindbrook Capital, LLC | 9 | $0 | 0.00% | +9 | New |
| Steward Financial Group LLC | 13 | $0 | 0.00% | +13 | New |
| National Bank of Canada | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 52 | $2.00K | 0.00% | +52 | New |
| CWM, LLC | 90 | $3.00K | 0.00% | +78+650.0% | Added |
| Baldrige Asset Management LLC | 139 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 150 | $4.00K | 0.00% | +132+733.3% | Added |
| Captrust Financial Advisors | 158 | $5.00K | 0.00% | +19+13.7% | Added |
| US Bancorp | 214 | $6.00K | 0.00% | −44−17.1% | Reduced |
| Nisa Investment Advisors, LLC | 245 | $7.00K | 0.00% | −1,655−87.1% | Reduced |
| Covestor Ltd | 251 | $7.00K | 0.01% | −3−1.2% | Reduced |
| Riverview Trust Co | 347 | $10.0K | 0.01% | +347 | New |
| Allspring Global Investments Holdings, LLC | 575 | $16.0K | 0.00% | −1,627−73.9% | Reduced |
| The PNC Financial Services Group, Inc. | 566 | $16.0K | 0.00% | −629−52.6% | Reduced |
| Macquarie Group Ltd | 654 | $19.0K | 0.00% | +654 | New |
| UBS Group AG | 943 | $27.0K | 0.00% | −6,526−87.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,262 | $36.0K | 0.00% | +2+0.2% | Added |
| Quadrant Capital Group LLC | 1,393 | $40.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $43.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,300 | $53.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,886 | $55.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 2,000 | $58.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,403 | $69.5K | 0.00% | +324+15.6% | Added |
| Advisor Group Holdings, Inc. | 2,430 | $70.0K | 0.00% | −11,077−82.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,976 | $86.0K | 0.00% | +321+12.1% | Added |
| SG Americas Securities, LLC | 3,735 | $108.0K | 0.00% | +3,735 | New |
| Quantbot Technologies LP | 4,308 | $124.0K | 0.01% | +4,308 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,355 | $126.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,464 | $157.0K | 0.00% | −12,150−69.0% | Reduced |
| Ensign Peak Advisors, Inc | 5,600 | $162.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 6,037 | $175.0K | 0.00% | −2,005−24.9% | Reduced |
| PEAK6 Investments LLC | 3,914 | $176.1K | 0.00% | +3,914 | New |
| Amalgamated Bank | 6,125 | $177.0K | 0.00% | +583+10.5% | Added |
| Citigroup Inc | 7,058 | $204.0K | 0.00% | +273+4.0% | Added |
| Public Employees Retirement Association of Colorado | 7,083 | $205.0K | 0.00% | +7,083 | New |
| Great Point Wealth Advisors, LLC | 7,261 | $210.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,592 | $220.0K | 0.00% | +7,320+2,691.2% | Added |
| Gyon Technologies Capital Management, LP | 7,631 | $221.0K | 0.06% | +7,631 | 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 |
| Squarepoint Ops LLC | 7,917 | $229.0K | 0.00% | +7,917 | New |
| Foster Victor Wealth Advisors, LLC | 8,100 | $239.0K | 0.04% | −1,089−11.9% | Reduced |
| Truist Financial Corp | 8,830 | $255.0K | 0.00% | −17,247−66.1% | Reduced |
| Cipher Capital LP | 9,499 | $275.0K | 0.06% | +9,499 | 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 |
| Mirae Asset Global Investments Co., Ltd. | 10,266 | $297.0K | 0.00% | +10,266 | New |
| State Board of Administration of Florida Retirement System | 10,303 | $298.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Institutional Advisers LLC | 10,329 | $299.0K | 0.42% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,751 | $311.0K | 0.00% | +2,825+35.6% | Added |
| Arizona State Retirement System | 10,895 | $315.0K | 0.00% | +1,333+13.9% | Added |
| Susquehanna International Group, LLP | 12,688 | $367.0K | 0.00% | +12,688 | New |
| Envestnet Asset Management Inc | 13,113 | $379.0K | 0.00% | +1,298+11.0% | Added |
| Bayesian Capital Management, LP | 13,800 | $399.0K | 0.07% | +13,800 | New |
| Caption Management, LLC | 14,100 | $408.0K | 0.04% | +14,100 | New |
| Voya Investment Management LLC | 14,655 | $424.0K | 0.00% | +1,814+14.1% | Added |
| Qube Research & Technologies Ltd | 15,055 | $435.0K | 0.00% | +15,055 | New |
| Panagora Asset Management Inc | 15,455 | $447.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 16,302 | $471.0K | 0.02% | +16,302 | New |
| Wolverine Asset Management LLC | 16,541 | $478.0K | 0.01% | +400+2.5% | Added |
| Zacks Investment Management | 16,952 | $490.0K | 0.01% | −1,513−8.2% | Reduced |
| American International Group, Inc. | 18,572 | $537.0K | 0.00% | +1,526+9.0% | Added |
| Polianta Ltd | 18,900 | $546.0K | 0.47% | +18,900 | New |
| Level Four Advisory Services, LLC | 20,194 | $584.0K | 0.06% | +20,194 | New |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $597.0K | 0.41% | 00.0% | Unchanged |
| MetLife Investment Management | 20,707 | $598.8K | 0.00% | +2,566+14.1% | Added |
| SEI Investments Co | 21,408 | $619.0K | 0.00% | −251−1.2% | Reduced |
| Deutsche Bank AG | 21,715 | $628.0K | 0.00% | −23,009−51.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,592 | $740.0K | 0.01% | −48,584−65.5% | Reduced |
| AlphaCrest Capital Management LLC | 25,616 | $741.0K | 0.04% | +11,913+86.9% | Added |
| New York State Common Retirement Fund | 28,643 | $828.0K | 0.00% | +3,334+13.2% | Added |
| Wesbanco Bank Inc | 29,607 | $856.0K | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 30,782 | $890.0K | 0.00% | +1,052+3.5% | Added |
| Campbell & CO Investment Adviser LLC | 32,016 | $926.0K | 0.25% | +25,903+423.7% | Added |
| Credit Suisse AG | 34,169 | $988.0K | 0.00% | +5,248+18.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 35,906 | $1.04M | 0.03% | +35,906 | New |
| Principal Financial Group Inc | 36,522 | $1.06M | 0.00% | −26,197−41.8% | Reduced |
| BNP Paribas Arbitrage, SA | 36,531 | $1.06M | 0.00% | +8,614+30.9% | Added |
| Royal Bank of Canada | 38,079 | $1.10M | 0.00% | −160−0.4% | Reduced |
| Raymond James & Associates | 38,497 | $1.11M | 0.00% | +797+2.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 41,781 | $1.21M | 0.02% | +12,264+41.5% | Added |
| Tranquility Partners, LLC | 43,670 | $1.26M | 0.65% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 44,698 | $1.29M | 0.00% | +6,200+16.1% | Added |
| Twinbeech Capital LP | 45,317 | $1.31M | 0.06% | +36,233+398.9% | Added |
| Rhumbline Advisers | 47,871 | $1.38M | 0.00% | +11,901+33.1% | Added |
| California State Teachers Retirement System | 51,248 | $1.48M | 0.00% | +6,711+15.1% | Added |
| Engineers Gate Manager LP | 52,009 | $1.50M | 0.06% | +47,744+1,119.4% | Added |
| HRT Financial LP | 52,809 | $1.53M | 0.02% | +52,809 | New |
| JPMorgan Chase & Co | 53,230 | $1.54M | 0.00% | +16,097+43.3% | Added |
| Citadel Advisors LLC | 56,912 | $1.65M | 0.00% | −5,906−9.4% | Reduced |
| Manufacturers Life Insurance Company, The | 57,520 | $1.71M | 0.00% | +4,717+8.9% | Added |
| Kennedy Capital Management, Inc. | 64,814 | $1.87M | 0.05% | +3,130+5.1% | Added |
| First Trust Advisors LP | 73,595 | $2.13M | 0.00% | −3,164−4.1% | Reduced |
| Goldman Sachs Group Inc | 74,901 | $2.17M | 0.00% | +8,942+13.6% | Added |
| Sivik Global Healthcare LLC | 75,100 | $2.17M | 1.23% | +18,080+31.7% | Added |
| First Eagle Investment Management, LLC | 86,023 | $2.49M | 0.01% | +33,961+65.2% | Added |
| Putnam Investments LLC | 89,171 | $2.58M | 0.00% | −32,927−27.0% | Reduced |
| TD Asset Management Inc | 94,521 | $2.73M | 0.00% | −17,808−15.9% | Reduced |
| Swiss National Bank | 94,700 | $2.74M | 0.00% | +11,000+13.1% | Added |