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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 7,083 | $166.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,577 | $154.0K | 0.00% | −481−6.8% | Reduced |
| Amalgamated Bank | 6,213 | $145.0K | 0.00% | +88+1.4% | Added |
| Wells Fargo & Company | 4,778 | $112.0K | 0.00% | −686−12.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,355 | $102.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,379 | $79.0K | 0.00% | −4,213−55.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,976 | $69.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,403 | $56.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,300 | $53.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,152 | $50.0K | 0.00% | +2,152 | New |
| Advisor Group Holdings, Inc. | 2,067 | $49.0K | 0.00% | −363−14.9% | Reduced |
| Pinnacle Financial Partners Inc | 2,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,886 | $44.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,850 | $43.0K | 0.00% | +1,850 | New |
| Fifth Third Bancorp | 1,500 | $35.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Rockefeller Capital Management L.P. | 1,260 | $29.0K | 0.00% | −2−0.2% | Reduced |
| State of Wyoming | 808 | $19.0K | 0.01% | +808 | New |
| Macquarie Group Ltd | 0 | $15.0K | 0.00% | −654−100.0% | Reduced |
| The PNC Financial Services Group, Inc. | 557 | $12.0K | 0.00% | −9−1.6% | Reduced |
| Nisa Investment Advisors, LLC | 274 | $7.00K | 0.00% | +29+11.8% | Added |
| Covestor Ltd | 250 | $6.00K | 0.01% | −1−0.4% | Reduced |
| US Bancorp | 214 | $5.00K | 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 |
| Baldrige Asset Management LLC | 139 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 70 | $2.00K | 0.00% | +61+677.8% | Added |
| 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 |
| 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 |
| 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 |