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 |
|---|---|---|---|---|---|
| Sivik Global Healthcare LLC | 138,609 | $3.24M | 1.80% | +63,509+84.6% | Added |
| Citadel Advisors LLC | 147,160 | $3.44M | 0.00% | +90,248+158.6% | Added |
| Bank of New York Mellon Corp | 160,666 | $3.76M | 0.00% | +15,653+10.8% | Added |
| Dimension Capital Management LLC | 161,227 | $3.77M | 0.91% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 164,424 | $3.85M | 0.01% | −349,794−68.0% | Reduced |
| Rheos Capital Works Inc. | 174,762 | $4.09M | 0.28% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 179,534 | $4.20M | 0.05% | +3,574+2.0% | Added |
| Morgan Stanley | 196,610 | $4.60M | 0.00% | +2,503+1.3% | Added |
| Goldman Sachs Group Inc | 219,997 | $5.15M | 0.00% | +145,096+193.7% | Added |
| Pier Capital, LLC | 239,020 | $5.59M | 0.96% | +46,047+23.9% | Added |
| Avidity Partners Management LP | 267,600 | $6.26M | 0.14% | +267,600 | New |
| Charles Schwab Investment Management Inc | 284,172 | $6.65M | 0.00% | +20,269+7.7% | Added |
| Bank of America Corp | 300,468 | $7.03M | 0.00% | −36,706−10.9% | Reduced |
| Norges Bank | 301,540 | $7.06M | 0.00% | +90,920+43.2% | Added |
| UBS Asset Management Americas Inc | 321,895 | $7.53M | 0.00% | −51,536−13.8% | Reduced |
| Clough Capital Partners L P | 366,448 | $8.57M | 1.28% | +142,567+63.7% | Added |
| Marshall Wace, LLP | 375,466 | $8.78M | 0.02% | +375,466 | New |
| Northern Trust Corp | 380,792 | $8.91M | 0.00% | −913−0.2% | Reduced |
| Nuveen Asset Management, LLC | 400,700 | $9.38M | 0.00% | −74,898−15.7% | Reduced |
| WCM Investment Management, LLC | 391,589 | $9.72M | 0.03% | +38,111+10.8% | Added |
| Ardsley Advisory Partners LP | 505,000 | $11.8M | 3.12% | +155,000+44.3% | Added |
| Iron Triangle Partners LP | 550,000 | $12.9M | 2.25% | +281,824+105.1% | Added |
| Polar Capital Holdings Plc | 553,018 | $12.9M | 0.10% | +57,323+11.6% | Added |
| Point72 Asset Management, L.P. | 594,765 | $13.9M | 0.06% | −391,147−39.7% | Reduced |
| Price T Rowe Associates Inc | 640,276 | $15.0M | 0.00% | −1,549,488−70.8% | Reduced |
| Hood River Capital Management LLC | 686,461 | $16.1M | 0.61% | +12,878+1.9% | Added |
| Geode Capital Management, LLC | 742,511 | $17.4M | 0.00% | +34,492+4.9% | Added |
| State Street Corp | 845,306 | $19.8M | 0.00% | +74,801+9.7% | Added |
| Cannell Peter B & Co Inc | 892,155 | $20.9M | 0.80% | +530,910+147.0% | Added |
| Victory Capital Management Inc | 924,481 | $21.6M | 0.03% | −138,702−13.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,037,413 | $24.3M | 0.02% | +1,037,413 | New |
| Dimensional Fund Advisors LP | 1,328,328 | $31.1M | 0.01% | +16,103+1.2% | Added |
| Invesco Ltd. | 1,611,848 | $37.7M | 0.01% | +71,574+4.6% | Added |
| Durable Capital Partners LP | 2,134,229 | $49.9M | 0.55% | +439,949+26.0% | Added |
| BlackRock Inc. | 2,606,096 | $61.0M | 0.00% | +60,462+2.4% | Added |
| Vanguard Group Inc | 3,775,566 | $88.3M | 0.00% | +22,936+0.6% | Added |
| Clearbridge Investments, LLC | 4,391,028 | $102.8M | 0.10% | +49,191+1.1% | Added |
| FMR LLC | 13,490,264 | $315.7M | 0.03% | +5,7410.0% | Added |
| Bain Capital Investors LLC | 49,064,576 | $1.15B | 27.73% | 00.0% | Unchanged |
| Castleark Management LLC | 0 | $0 | 0.00% | −123,628−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −89,171−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −32,016−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −29,607−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −20,194−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,302−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,055−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −10,751−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −9,499−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −8,830−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −7,631−100.0% | Sold out |
| Great Point Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,261−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,308−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |