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 |
|---|---|---|---|---|---|
| Great Point Wealth Advisors, LLC | 7,261 | $210.0K | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,083 | $205.0K | 0.00% | +7,083 | New |
| Citigroup Inc | 7,058 | $204.0K | 0.00% | +273+4.0% | Added |
| Amalgamated Bank | 6,125 | $177.0K | 0.00% | +583+10.5% | Added |
| PEAK6 Investments LLC | 3,914 | $176.1K | 0.00% | +3,914 | New |
| Barclays PLC | 6,037 | $175.0K | 0.00% | −2,005−24.9% | Reduced |
| Ensign Peak Advisors, Inc | 5,600 | $162.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,464 | $157.0K | 0.00% | −12,150−69.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,355 | $126.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,308 | $124.0K | 0.01% | +4,308 | New |
| SG Americas Securities, LLC | 3,735 | $108.0K | 0.00% | +3,735 | New |
| Ameritas Investment Partners, Inc. | 2,976 | $86.0K | 0.00% | +321+12.1% | Added |
| Advisor Group Holdings, Inc. | 2,430 | $70.0K | 0.00% | −11,077−82.0% | Reduced |
| Metropolitan Life Insurance Co | 2,403 | $69.5K | 0.00% | +324+15.6% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $58.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,886 | $55.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,300 | $53.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $40.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,262 | $36.0K | 0.00% | +2+0.2% | Added |
| UBS Group AG | 943 | $27.0K | 0.00% | −6,526−87.4% | Reduced |
| Macquarie Group Ltd | 654 | $19.0K | 0.00% | +654 | 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 |
| Riverview Trust Co | 347 | $10.0K | 0.01% | +347 | New |
| 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 |
| US Bancorp | 214 | $6.00K | 0.00% | −44−17.1% | Reduced |
| Captrust Financial Advisors | 158 | $5.00K | 0.00% | +19+13.7% | 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 |
| CWM, LLC | 90 | $3.00K | 0.00% | +78+650.0% | Added |
| Manchester Capital Management LLC | 52 | $2.00K | 0.00% | +52 | New |
| National Bank of Canada | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −147,159−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −103,833−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −57,642−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −46,100−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −26,531−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,324−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −7,486−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,127−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −6,519−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −6,438−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −5,511−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −5,086−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −5,013−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,830−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,730−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −4,460−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −4,386−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −4,265−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −3,944−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,857−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |