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, Q4 2022
Institutional positions in Surgery Partners, Inc. as of Dec 31, 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
- 161
- +22 vs. Q3 2022
- Shares held
- 128.9M
- +34.9M (+37.2%) vs. Q3 2022
- Total value
- $3.59B
- +$1.39B (+63.3%) vs. Q3 2022
- New holders
- 43
- 73 more added
- Sold out
- 21
- 29 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 58,248,249 | $1.62B | 35.18% | +9,183,673+18.7% | Added |
| FMR LLC | 18,390,584 | $512.4M | 0.05% | +4,900,320+36.3% | Added |
| Wellington Management Group LLP | 6,794,478 | $189.3M | 0.04% | +6,794,478 | New |
| Vanguard Group Inc | 5,870,110 | $163.5M | 0.00% | +2,094,544+55.5% | Added |
| Durable Capital Partners LP | 5,853,995 | $163.1M | 1.70% | +3,719,766+174.3% | Added |
| Clearbridge Investments, LLC | 5,479,317 | $152.7M | 0.15% | +1,088,289+24.8% | Added |
| BlackRock Inc. | 3,663,673 | $102.1M | 0.00% | +1,057,577+40.6% | Added |
| Avidity Partners Management LP | 3,112,000 | $86.7M | 2.03% | +2,844,400+1,062.9% | Added |
| Point72 Asset Management, L.P. | 2,193,423 | $61.1M | 0.23% | +1,598,658+268.8% | Added |
| Invesco Ltd. | 1,696,892 | $47.3M | 0.01% | +85,044+5.3% | Added |
| Iron Triangle Partners LP | 1,280,000 | $35.7M | 6.39% | +730,000+132.7% | Added |
| Dimensional Fund Advisors LP | 1,250,545 | $34.8M | 0.01% | −77,783−5.9% | Reduced |
| State Street Corp | 1,161,701 | $32.4M | 0.00% | +316,395+37.4% | Added |
| Geode Capital Management, LLC | 1,064,261 | $29.6M | 0.00% | +321,750+43.3% | Added |
| Hood River Capital Management LLC | 759,415 | $21.2M | 0.77% | +72,954+10.6% | Added |
| Victory Capital Management Inc | 753,482 | $21.0M | 0.02% | −170,999−18.5% | Reduced |
| Goldman Sachs Group Inc | 712,642 | $19.9M | 0.01% | +492,645+223.9% | Added |
| Cannell Peter B & Co Inc | 525,705 | $14.6M | 0.53% | −366,450−41.1% | Reduced |
| Northern Trust Corp | 520,969 | $14.5M | 0.00% | +140,177+36.8% | Added |
| LMR Partners LLP | 500,000 | $13.9M | 0.32% | +500,000 | New |
| Nuveen Asset Management, LLC | 497,767 | $13.9M | 0.01% | +97,067+24.2% | Added |
| Price T Rowe Associates Inc | 475,499 | $13.2M | 0.00% | −164,777−25.7% | Reduced |
| Charles Schwab Investment Management Inc | 435,481 | $12.1M | 0.00% | +151,309+53.2% | Added |
| Norges Bank | 435,030 | $12.1M | 0.00% | +133,490+44.3% | Added |
| American Century Companies Inc | 420,524 | $11.7M | 0.01% | +420,524 | New |
| WCM Investment Management, LLC | 385,175 | $10.7M | 0.04% | −6,414−1.6% | Reduced |
| UBS Asset Management Americas Inc | 384,351 | $10.7M | 0.01% | +62,456+19.4% | Added |
| Ardsley Advisory Partners LP | 375,000 | $10.4M | 2.65% | −130,000−25.7% | Reduced |
| Bank of America Corp | 310,451 | $8.65M | 0.00% | +9,983+3.3% | Added |
| Clough Capital Partners L P | 287,913 | $8.02M | 0.81% | −78,535−21.4% | Reduced |
| Pier Capital, LLC | 276,364 | $7.70M | 1.26% | +37,344+15.6% | Added |
| Bank of New York Mellon Corp | 231,505 | $6.45M | 0.00% | +70,839+44.1% | Added |
| Man Group plc | 229,931 | $6.41M | 0.02% | +134,172+140.1% | Added |
| Bank of Montreal | 227,848 | $6.35M | 0.00% | +227,848 | New |
| Citadel Advisors LLC | 215,140 | $5.99M | 0.01% | +67,980+46.2% | Added |
| Morgan Stanley | 211,546 | $5.89M | 0.00% | +14,936+7.6% | Added |
| Segall Bryant & Hamill, LLC | 192,915 | $5.37M | 0.06% | +13,381+7.5% | Added |
| Rheos Capital Works Inc. | 174,000 | $4.85M | 0.29% | −762−0.4% | Reduced |
| Two Sigma Investments, LP | 169,987 | $4.74M | 0.02% | +113,437+200.6% | Added |
| Sivik Global Healthcare LLC | 165,000 | $4.60M | 2.16% | +26,391+19.0% | Added |
| Swiss National Bank | 162,800 | $4.54M | 0.00% | +66,900+69.8% | Added |
| Dimension Capital Management LLC | 161,227 | $4.49M | 1.05% | 00.0% | Unchanged |
| Maven Securities LTD | 150,000 | $4.18M | 0.84% | +150,000 | New |
| State of Wisconsin Investment Board | 111,806 | $3.11M | 0.01% | +865+0.8% | Added |
| D. E. Shaw & Co., Inc. | 101,482 | $2.83M | 0.00% | +81,100+397.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 94,357 | $2.63M | 0.08% | +32,006+51.3% | Added |
| First Eagle Investment Management, LLC | 92,174 | $2.57M | 0.01% | −39,812−30.2% | Reduced |
| Millennium Management LLC | 91,788 | $2.56M | 0.00% | +60.0% | Added |
| Kennedy Capital Management, Inc. | 91,164 | $2.54M | 0.07% | +26,315+40.6% | Added |
| State of New Jersey Common Pension Fund D | 84,733 | $2.36M | 0.01% | +84,733 | New |
| JPMorgan Chase & Co | 82,560 | $2.30M | 0.00% | +22,901+38.4% | Added |
| California State Teachers Retirement System | 78,647 | $2.19M | 0.00% | +28,164+55.8% | Added |
| Credit Suisse AG | 75,718 | $2.11M | 0.00% | +35,420+87.9% | Added |
| Rhumbline Advisers | 65,482 | $1.82M | 0.00% | +13,612+26.2% | Added |
| Raymond James & Associates | 63,489 | $1.77M | 0.00% | +24,644+63.4% | Added |
| Manufacturers Life Insurance Company, The | 55,036 | $1.52M | 0.00% | +1,082+2.0% | Added |
| Tranquility Partners, LLC | 53,670 | $1.50M | 0.76% | +10,000+22.9% | Added |
| Legal & General Group Plc | 50,183 | $1.40M | 0.00% | +16,218+47.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 46,737 | $1.30M | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 45,998 | $1.28M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 46,009 | $1.28M | 0.00% | +30,199+191.0% | Added |
| Boulder Hill Capital Management LP | 45,900 | $1.28M | 1.06% | +45,900 | New |
| Trexquant Investment LP | 41,479 | $1.16M | 0.03% | +41,479 | New |
| Deutsche Bank AG | 40,449 | $1.13M | 0.00% | +22,624+126.9% | Added |
| Lisanti Capital Growth, LLC | 36,700 | $1.02M | 0.14% | +36,700 | New |
| Wolverine Asset Management LLC | 36,534 | $1.02M | 0.02% | +3,293+9.9% | Added |
| New York State Common Retirement Fund | 36,420 | $1.01M | 0.00% | +7,627+26.5% | Added |
| Caption Management, LLC | 36,288 | $1.01M | 0.17% | +4,858+15.5% | Added |
| Two Sigma Advisers, LP | 34,400 | $958.4K | 0.00% | +34,400 | New |
| Tudor Investment Corp Et Al | 32,871 | $916.0K | 0.02% | +32,871 | New |
| Graham Capital Management, L.P. | 32,217 | $897.6K | 0.03% | +32,217 | New |
| Assenagon Asset Management S.A. | 30,614 | $853.0K | 0.00% | +30,614 | New |
| TD Asset Management Inc | 29,991 | $835.5K | 0.00% | −40,654−57.5% | Reduced |
| Voloridge Investment Management, LLC | 29,408 | $819.3K | 0.00% | +29,408 | New |
| Gsa Capital Partners LLP | 27,905 | $777.0K | 0.10% | −24,319−46.6% | Reduced |
| BNP Paribas Arbitrage, SA | 27,711 | $772.0K | 0.00% | −39,437−58.7% | Reduced |
| MetLife Investment Management | 26,194 | $729.8K | 0.01% | +5,487+26.5% | Added |
| American International Group, Inc. | 23,670 | $659.4K | 0.00% | +4,832+25.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,302 | $621.3K | 0.00% | +5,677+34.1% | Added |
| Campbell & CO Investment Adviser LLC | 22,275 | $620.6K | 0.15% | +22,275 | New |
| Jane Street Group, LLC | 20,412 | $568.7K | 0.00% | +20,412 | New |
| Voya Investment Management LLC | 19,283 | $537.2K | 0.00% | +4,049+26.6% | Added |
| Arizona State Retirement System | 19,025 | $530.0K | 0.01% | +8,031+73.0% | Added |
| ExodusPoint Capital Management, LP | 18,450 | $514.0K | 0.01% | −79,401−81.1% | Reduced |
| Quantbot Technologies LP | 17,923 | $499.3K | 0.04% | +17,923 | New |
| SEI Investments Co | 17,298 | $481.9K | 0.00% | +1,100+6.8% | Added |
| Wesbanco Bank Inc | 16,655 | $464.0K | 0.02% | +16,655 | New |
| Cubist Systematic Strategies, LLC | 15,805 | $440.3K | 0.00% | −101,361−86.5% | Reduced |
| Janus Henderson Group PLC | 14,725 | $409.9K | 0.00% | +14,725 | New |
| Polar Capital Holdings Plc | 14,552 | $405.4K | 0.00% | −538,466−97.4% | Reduced |
| Zacks Investment Management | 14,168 | $394.7K | 0.01% | −1,970−12.2% | Reduced |
| Barclays PLC | 13,436 | $374.3K | 0.00% | +735+5.8% | Added |
| Envestnet Asset Management Inc | 13,186 | $367.4K | 0.00% | +275+2.1% | Added |
| Panagora Asset Management Inc | 12,461 | $347.2K | 0.00% | −2,994−19.4% | Reduced |
| Fox Run Management, L.L.C. | 11,946 | $332.8K | 0.13% | +11,946 | New |
| Schonfeld Strategic Advisors LLC | 11,901 | $331.6K | 0.00% | −45,536−79.3% | Reduced |
| State Board of Administration of Florida Retirement System | 10,533 | $293.4K | 0.00% | +230+2.2% | Added |
| Kula Investments, LLC | 10,463 | $291.5K | 0.10% | +10,463 | New |
| Watershed Asset Management, L.L.C. | 9,925 | $276.5K | 0.35% | +9,925 | New |
| Gyon Technologies Capital Management, LP | 9,668 | $269.4K | 0.10% | +9,668 | New |