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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 13 | $0 | 0.00% | −39−75.0% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Ellevest, Inc. | 2 | $0 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| CWM, LLC | 35 | $1.00K | 0.00% | −55−61.1% | Reduced |
| National Bank of Canada | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 56 | $1.00K | 0.00% | +56 | New |
| Heritage Wealth Management, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Lindbrook Capital, LLC | 70 | $2.00K | 0.00% | +61+677.8% | Added |
| Baldrige Asset Management LLC | 139 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 187 | $4.00K | 0.00% | +187 | New |
| US Bancorp | 214 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 250 | $6.00K | 0.01% | −1−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 274 | $7.00K | 0.00% | +29+11.8% | Added |
| The PNC Financial Services Group, Inc. | 557 | $12.0K | 0.00% | −9−1.6% | Reduced |
| Macquarie Group Ltd | 0 | $15.0K | 0.00% | −654−100.0% | Reduced |
| State of Wyoming | 808 | $19.0K | 0.01% | +808 | New |
| Rockefeller Capital Management L.P. | 1,260 | $29.0K | 0.00% | −2−0.2% | Reduced |
| Point72 Hong Kong Ltd | 1,355 | $32.0K | 0.00% | −8,761−86.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,379 | $32.0K | 0.00% | +804+139.8% | Added |
| Quadrant Capital Group LLC | 1,393 | $33.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,387 | $33.0K | 0.00% | +444+47.1% | Added |
| Fifth Third Bancorp | 1,500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,850 | $43.0K | 0.00% | +1,850 | New |
| Great West Life Assurance Co | 1,886 | $44.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 2,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,067 | $49.0K | 0.00% | −363−14.9% | Reduced |
| Simplex Trading, LLC | 2,152 | $50.0K | 0.00% | +2,152 | New |
| IFP Advisors, Inc | 3,300 | $53.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,403 | $56.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,976 | $69.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,379 | $79.0K | 0.00% | −4,213−55.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,355 | $102.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,778 | $112.0K | 0.00% | −686−12.6% | Reduced |
| Amalgamated Bank | 6,213 | $145.0K | 0.00% | +88+1.4% | Added |
| Citigroup Inc | 6,577 | $154.0K | 0.00% | −481−6.8% | Reduced |
| Public Employees Retirement Association of Colorado | 7,083 | $166.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,500 | $176.0K | 0.02% | +7,500 | New |
| Trustcore Financial Services, LLC | 7,896 | $185.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,016 | $188.0K | 0.00% | +4,281+114.6% | Added |
| Ensign Peak Advisors, Inc | 8,310 | $194.0K | 0.00% | +2,710+48.4% | Added |
| CWM Advisors, LLC | 8,701 | $204.0K | 0.03% | +8,701 | New |
| Foster Victor Wealth Advisors, LLC | 8,100 | $205.0K | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 9,695 | $227.0K | 0.00% | −63,900−86.8% | Reduced |
| State Board of Administration of Florida Retirement System | 10,303 | $241.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Institutional Advisers LLC | 10,329 | $242.0K | 0.31% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,994 | $257.0K | 0.00% | +99+0.9% | Added |
| Connacht Asset Management LP | 12,372 | $290.0K | 0.55% | +2,244+22.2% | Added |
| Barclays PLC | 12,701 | $297.0K | 0.00% | +6,664+110.4% | Added |
| Envestnet Asset Management Inc | 12,911 | $302.0K | 0.00% | −202−1.5% | Reduced |
| Engineers Gate Manager LP | 12,955 | $303.0K | 0.02% | −39,054−75.1% | Reduced |
| Susquehanna International Group, LLP | 13,432 | $314.0K | 0.00% | +744+5.9% | Added |
| NinePointTwo Capital | 13,948 | $326.0K | 0.13% | +13,948 | New |
| HSBC Holdings PLC | 13,918 | $335.0K | 0.00% | +13,918 | New |
| Voya Investment Management LLC | 15,234 | $356.5K | 0.00% | +579+4.0% | Added |
| Panagora Asset Management Inc | 15,455 | $362.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,810 | $369.0K | 0.00% | −22,269−58.5% | Reduced |
| Zacks Investment Management | 16,138 | $378.0K | 0.01% | −814−4.8% | Reduced |
| SEI Investments Co | 16,198 | $379.0K | 0.00% | −5,210−24.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,625 | $389.0K | 0.00% | +6,359+61.9% | Added |
| Deutsche Bank AG | 17,825 | $417.0K | 0.00% | −3,890−17.9% | Reduced |
| American International Group, Inc. | 18,838 | $441.0K | 0.00% | +266+1.4% | Added |
| AlphaCrest Capital Management LLC | 19,906 | $466.0K | 0.03% | −5,710−22.3% | Reduced |
| D. E. Shaw & Co., Inc. | 20,382 | $477.0K | 0.00% | +20,382 | New |
| Walled Lake Planning & Wealth Management, LLC | 20,632 | $483.0K | 0.34% | 00.0% | Unchanged |
| MetLife Investment Management | 20,707 | $484.5K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 23,261 | $545.0K | 0.02% | +23,261 | New |
| Principal Financial Group Inc | 23,561 | $552.0K | 0.00% | −12,961−35.5% | Reduced |
| Twinbeech Capital LP | 25,746 | $602.0K | 0.02% | −19,571−43.2% | Reduced |
| New York State Common Retirement Fund | 28,793 | $674.0K | 0.00% | +150+0.5% | Added |
| Caption Management, LLC | 31,430 | $736.0K | 0.13% | +17,330+122.9% | Added |
| Wolverine Asset Management LLC | 33,241 | $777.0K | 0.01% | +16,700+101.0% | Added |
| Legal & General Group Plc | 33,965 | $794.0K | 0.00% | +3,183+10.3% | Added |
| Raymond James & Associates | 38,845 | $909.0K | 0.00% | +348+0.9% | Added |
| Credit Suisse AG | 40,298 | $943.0K | 0.00% | +6,129+17.9% | Added |
| Tranquility Partners, LLC | 43,670 | $1.02M | 0.57% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 45,998 | $1.08M | 0.00% | +1,300+2.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 46,737 | $1.09M | 0.02% | +4,956+11.9% | Added |
| California State Teachers Retirement System | 50,483 | $1.18M | 0.00% | −765−1.5% | Reduced |
| Rhumbline Advisers | 51,870 | $1.21M | 0.00% | +3,999+8.4% | Added |
| Gsa Capital Partners LLP | 52,224 | $1.22M | 0.16% | +52,224 | New |
| HRT Financial LP | 52,879 | $1.24M | 0.01% | +70+0.1% | Added |
| Squarepoint Ops LLC | 55,244 | $1.29M | 0.01% | +47,327+597.8% | Added |
| Manufacturers Life Insurance Company, The | 53,954 | $1.32M | 0.00% | −3,566−6.2% | Reduced |
| Two Sigma Investments, LP | 56,550 | $1.32M | 0.00% | +56,550 | New |
| Schonfeld Strategic Advisors LLC | 57,437 | $1.34M | 0.01% | +31,845+124.4% | Added |
| JPMorgan Chase & Co | 59,659 | $1.40M | 0.00% | +6,429+12.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 62,351 | $1.46M | 0.04% | +26,445+73.7% | Added |
| Kennedy Capital Management, Inc. | 64,849 | $1.52M | 0.04% | +35+0.1% | Added |
| BNP Paribas Arbitrage, SA | 67,148 | $1.57M | 0.00% | +30,617+83.8% | Added |
| TD Asset Management Inc | 70,645 | $1.75M | 0.00% | −23,876−25.3% | Reduced |
| Millennium Management LLC | 91,782 | $2.15M | 0.00% | −50,967−35.7% | Reduced |
| Man Group plc | 95,759 | $2.24M | 0.01% | +95,759 | New |
| Swiss National Bank | 95,900 | $2.24M | 0.00% | +1,200+1.3% | Added |
| ExodusPoint Capital Management, LP | 97,851 | $2.29M | 0.03% | +97,851 | New |
| State of Wisconsin Investment Board | 110,941 | $2.60M | 0.01% | −2,370−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 117,166 | $2.74M | 0.02% | +6,307+5.7% | Added |
| First Eagle Investment Management, LLC | 131,986 | $3.09M | 0.01% | +45,963+53.4% | Added |