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, Q3 2022
Institutional positions in Surgery Partners, Inc. as of Sep 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
- 139
- +2 vs. Q2 2022
- Shares held
- 93.9M
- +1.54M (+1.7%) vs. Q2 2022
- Total value
- $2.20B
- −$473.6M (−17.7%) vs. Q2 2022
- New holders
- 23
- 58 more added
- Sold out
- 21
- 34 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,064,576 | $1.15B | 27.73% | 00.0% | Unchanged |
| FMR LLC | 13,490,264 | $315.7M | 0.03% | +5,7410.0% | Added |
| Clearbridge Investments, LLC | 4,391,028 | $102.8M | 0.10% | +49,191+1.1% | Added |
| Vanguard Group Inc | 3,775,566 | $88.3M | 0.00% | +22,936+0.6% | Added |
| BlackRock Inc. | 2,606,096 | $61.0M | 0.00% | +60,462+2.4% | Added |
| Durable Capital Partners LP | 2,134,229 | $49.9M | 0.55% | +439,949+26.0% | Added |
| Invesco Ltd. | 1,611,848 | $37.7M | 0.01% | +71,574+4.6% | Added |
| Dimensional Fund Advisors LP | 1,328,328 | $31.1M | 0.01% | +16,103+1.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,037,413 | $24.3M | 0.02% | +1,037,413 | New |
| Victory Capital Management Inc | 924,481 | $21.6M | 0.03% | −138,702−13.0% | Reduced |
| Cannell Peter B & Co Inc | 892,155 | $20.9M | 0.80% | +530,910+147.0% | Added |
| State Street Corp | 845,306 | $19.8M | 0.00% | +74,801+9.7% | Added |
| Geode Capital Management, LLC | 742,511 | $17.4M | 0.00% | +34,492+4.9% | Added |
| Hood River Capital Management LLC | 686,461 | $16.1M | 0.61% | +12,878+1.9% | Added |
| Price T Rowe Associates Inc | 640,276 | $15.0M | 0.00% | −1,549,488−70.8% | Reduced |
| Point72 Asset Management, L.P. | 594,765 | $13.9M | 0.06% | −391,147−39.7% | Reduced |
| Polar Capital Holdings Plc | 553,018 | $12.9M | 0.10% | +57,323+11.6% | Added |
| Iron Triangle Partners LP | 550,000 | $12.9M | 2.25% | +281,824+105.1% | Added |
| Ardsley Advisory Partners LP | 505,000 | $11.8M | 3.12% | +155,000+44.3% | Added |
| WCM Investment Management, LLC | 391,589 | $9.72M | 0.03% | +38,111+10.8% | Added |
| Nuveen Asset Management, LLC | 400,700 | $9.38M | 0.00% | −74,898−15.7% | Reduced |
| Northern Trust Corp | 380,792 | $8.91M | 0.00% | −913−0.2% | Reduced |
| Marshall Wace, LLP | 375,466 | $8.78M | 0.02% | +375,466 | New |
| Clough Capital Partners L P | 366,448 | $8.57M | 1.28% | +142,567+63.7% | Added |
| UBS Asset Management Americas Inc | 321,895 | $7.53M | 0.00% | −51,536−13.8% | Reduced |
| Norges Bank | 301,540 | $7.06M | 0.00% | +90,920+43.2% | Added |
| Bank of America Corp | 300,468 | $7.03M | 0.00% | −36,706−10.9% | Reduced |
| Charles Schwab Investment Management Inc | 284,172 | $6.65M | 0.00% | +20,269+7.7% | Added |
| Avidity Partners Management LP | 267,600 | $6.26M | 0.14% | +267,600 | New |
| Pier Capital, LLC | 239,020 | $5.59M | 0.96% | +46,047+23.9% | Added |
| Goldman Sachs Group Inc | 219,997 | $5.15M | 0.00% | +145,096+193.7% | Added |
| Morgan Stanley | 196,610 | $4.60M | 0.00% | +2,503+1.3% | Added |
| Segall Bryant & Hamill, LLC | 179,534 | $4.20M | 0.05% | +3,574+2.0% | Added |
| Rheos Capital Works Inc. | 174,762 | $4.09M | 0.28% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 164,424 | $3.85M | 0.01% | −349,794−68.0% | Reduced |
| Dimension Capital Management LLC | 161,227 | $3.77M | 0.91% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 160,666 | $3.76M | 0.00% | +15,653+10.8% | Added |
| Citadel Advisors LLC | 147,160 | $3.44M | 0.00% | +90,248+158.6% | Added |
| Sivik Global Healthcare LLC | 138,609 | $3.24M | 1.80% | +63,509+84.6% | Added |
| First Eagle Investment Management, LLC | 131,986 | $3.09M | 0.01% | +45,963+53.4% | Added |
| Cubist Systematic Strategies, LLC | 117,166 | $2.74M | 0.02% | +6,307+5.7% | Added |
| State of Wisconsin Investment Board | 110,941 | $2.60M | 0.01% | −2,370−2.1% | Reduced |
| ExodusPoint Capital Management, LP | 97,851 | $2.29M | 0.03% | +97,851 | New |
| Swiss National Bank | 95,900 | $2.24M | 0.00% | +1,200+1.3% | Added |
| Man Group plc | 95,759 | $2.24M | 0.01% | +95,759 | New |
| Millennium Management LLC | 91,782 | $2.15M | 0.00% | −50,967−35.7% | Reduced |
| TD Asset Management Inc | 70,645 | $1.75M | 0.00% | −23,876−25.3% | Reduced |
| BNP Paribas Arbitrage, SA | 67,148 | $1.57M | 0.00% | +30,617+83.8% | Added |
| Kennedy Capital Management, Inc. | 64,849 | $1.52M | 0.04% | +35+0.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 62,351 | $1.46M | 0.04% | +26,445+73.7% | Added |
| JPMorgan Chase & Co | 59,659 | $1.40M | 0.00% | +6,429+12.1% | Added |
| Schonfeld Strategic Advisors LLC | 57,437 | $1.34M | 0.01% | +31,845+124.4% | Added |
| Two Sigma Investments, LP | 56,550 | $1.32M | 0.00% | +56,550 | New |
| Manufacturers Life Insurance Company, The | 53,954 | $1.32M | 0.00% | −3,566−6.2% | Reduced |
| Squarepoint Ops LLC | 55,244 | $1.29M | 0.01% | +47,327+597.8% | Added |
| HRT Financial LP | 52,879 | $1.24M | 0.01% | +70+0.1% | Added |
| Gsa Capital Partners LLP | 52,224 | $1.22M | 0.16% | +52,224 | New |
| Rhumbline Advisers | 51,870 | $1.21M | 0.00% | +3,999+8.4% | Added |
| California State Teachers Retirement System | 50,483 | $1.18M | 0.00% | −765−1.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 46,737 | $1.09M | 0.02% | +4,956+11.9% | Added |
| Alliancebernstein L.P. | 45,998 | $1.08M | 0.00% | +1,300+2.9% | Added |
| Tranquility Partners, LLC | 43,670 | $1.02M | 0.57% | 00.0% | Unchanged |
| Credit Suisse AG | 40,298 | $943.0K | 0.00% | +6,129+17.9% | Added |
| Raymond James & Associates | 38,845 | $909.0K | 0.00% | +348+0.9% | Added |
| Legal & General Group Plc | 33,965 | $794.0K | 0.00% | +3,183+10.3% | Added |
| Wolverine Asset Management LLC | 33,241 | $777.0K | 0.01% | +16,700+101.0% | Added |
| Caption Management, LLC | 31,430 | $736.0K | 0.13% | +17,330+122.9% | Added |
| New York State Common Retirement Fund | 28,793 | $674.0K | 0.00% | +150+0.5% | Added |
| Twinbeech Capital LP | 25,746 | $602.0K | 0.02% | −19,571−43.2% | Reduced |
| Principal Financial Group Inc | 23,561 | $552.0K | 0.00% | −12,961−35.5% | Reduced |
| Jump Financial, LLC | 23,261 | $545.0K | 0.02% | +23,261 | New |
| MetLife Investment Management | 20,707 | $484.5K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $483.0K | 0.34% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 20,382 | $477.0K | 0.00% | +20,382 | New |
| AlphaCrest Capital Management LLC | 19,906 | $466.0K | 0.03% | −5,710−22.3% | Reduced |
| American International Group, Inc. | 18,838 | $441.0K | 0.00% | +266+1.4% | Added |
| Deutsche Bank AG | 17,825 | $417.0K | 0.00% | −3,890−17.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,625 | $389.0K | 0.00% | +6,359+61.9% | Added |
| SEI Investments Co | 16,198 | $379.0K | 0.00% | −5,210−24.3% | Reduced |
| Zacks Investment Management | 16,138 | $378.0K | 0.01% | −814−4.8% | Reduced |
| Royal Bank of Canada | 15,810 | $369.0K | 0.00% | −22,269−58.5% | Reduced |
| Panagora Asset Management Inc | 15,455 | $362.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 15,234 | $356.5K | 0.00% | +579+4.0% | Added |
| HSBC Holdings PLC | 13,918 | $335.0K | 0.00% | +13,918 | New |
| NinePointTwo Capital | 13,948 | $326.0K | 0.13% | +13,948 | New |
| Susquehanna International Group, LLP | 13,432 | $314.0K | 0.00% | +744+5.9% | Added |
| Engineers Gate Manager LP | 12,955 | $303.0K | 0.02% | −39,054−75.1% | Reduced |
| Envestnet Asset Management Inc | 12,911 | $302.0K | 0.00% | −202−1.5% | Reduced |
| Barclays PLC | 12,701 | $297.0K | 0.00% | +6,664+110.4% | Added |
| Connacht Asset Management LP | 12,372 | $290.0K | 0.55% | +2,244+22.2% | Added |
| Arizona State Retirement System | 10,994 | $257.0K | 0.00% | +99+0.9% | Added |
| Park Avenue Institutional Advisers LLC | 10,329 | $242.0K | 0.31% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,303 | $241.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 9,695 | $227.0K | 0.00% | −63,900−86.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 8,100 | $205.0K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,701 | $204.0K | 0.03% | +8,701 | New |
| Ensign Peak Advisors, Inc | 8,310 | $194.0K | 0.00% | +2,710+48.4% | Added |
| SG Americas Securities, LLC | 8,016 | $188.0K | 0.00% | +4,281+114.6% | Added |
| Trustcore Financial Services, LLC | 7,896 | $185.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,500 | $176.0K | 0.02% | +7,500 | New |