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 |
|---|---|---|---|---|---|
| CWM, LLC | 17 | $0 | 0.00% | −18−51.4% | Reduced |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| Disciplined Investments, LLC | 3 | $84 | 0.00% | −1−25.0% | Reduced |
| AdvisorNet Financial, Inc | 3 | $84 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $139 | 0.00% | +2+66.7% | Added |
| Comerica Securities,inc. | 6 | $167 | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 7 | $195 | 0.00% | +5+250.0% | Added |
| Global Retirement Partners, LLC | 10 | $279 | 0.00% | +10 | New |
| Manchester Capital Management LLC | 19 | $529 | 0.00% | +6+46.2% | Added |
| National Bank of Canada | 35 | $974 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 41 | $1.14K | 0.00% | +41 | New |
| Heritage Wealth Management, LLC | 44 | $1.23K | 0.00% | +22+100.0% | Added |
| Hexagon Capital Partners LLC | 56 | $1.56K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 105 | $2.92K | 0.00% | +105 | New |
| Lindbrook Capital, LLC | 114 | $3.18K | 0.00% | +44+62.9% | Added |
| Baldrige Asset Management LLC | 139 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 154 | $4.29K | 0.00% | +4+2.7% | Added |
| TCI Wealth Advisors, Inc. | 187 | $5.21K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 249 | $7.00K | 0.01% | −1−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 274 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 365 | $10.2K | 0.00% | +363+18,150.0% | Added |
| Tower Research Capital LLC (TRC) | 428 | $12.0K | 0.00% | −2,951−87.3% | Reduced |
| US Bancorp | 770 | $21.5K | 0.00% | +556+259.8% | Added |
| The PNC Financial Services Group, Inc. | 1,033 | $28.8K | 0.00% | +476+85.5% | Added |
| IFP Advisors, Inc | 2,100 | $34.0K | 0.00% | −1,200−36.4% | Reduced |
| Quadrant Capital Group LLC | 1,393 | $38.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,476 | $41.1K | 0.00% | +97+7.0% | Added |
| Fifth Third Bancorp | 1,500 | $41.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,709 | $47.0K | 0.00% | +449+35.6% | Added |
| Great West Life Assurance Co | 1,886 | $53.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,995 | $55.7K | 0.00% | −72−3.5% | Reduced |
| Pinnacle Financial Partners Inc | 2,000 | $55.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,151 | $59.9K | 0.02% | +1,343+166.2% | Added |
| Amundi | 2,611 | $78.0K | 0.00% | +2,611 | New |
| Metropolitan Life Insurance Co | 3,025 | $84.3K | 0.00% | +622+25.9% | Added |
| Wells Fargo & Company | 4,117 | $114.7K | 0.00% | −661−13.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,826 | $130.1K | 0.01% | +850+28.6% | Added |
| SG Americas Securities, LLC | 4,871 | $136.0K | 0.00% | −3,145−39.2% | Reduced |
| Salem Investment Counselors Inc | 5,325 | $148.4K | 0.01% | +5,325 | New |
| Citigroup Inc | 5,441 | $151.6K | 0.00% | −1,136−17.3% | Reduced |
| UBS Group AG | 5,444 | $151.7K | 0.00% | +4,057+292.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,977 | $194.4K | 0.00% | +2,622+60.2% | Added |
| Balyasny Asset Management LLC | 7,044 | $196.2K | 0.00% | +7,044 | New |
| Public Employees Retirement Association of Colorado | 7,083 | $197.0K | 0.00% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 7,299 | $203.3K | 0.07% | +7,299 | New |
| Jump Financial, LLC | 7,304 | $203.5K | 0.01% | −15,957−68.6% | Reduced |
| Teacher Retirement System of Texas | 7,475 | $208.0K | 0.00% | +7,475 | New |
| Sandia Investment Management LP | 7,500 | $208.9K | 0.04% | +7,500 | New |
| Truist Financial Corp | 7,816 | $217.8K | 0.00% | +7,816 | New |
| Trustcore Financial Services, LLC | 7,896 | $220.0K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,900 | $220.0K | 0.00% | +7,900 | New |
| Virginia Retirement Systems Et Al | 8,000 | $222.9K | 0.00% | +8,000 | New |
| Amalgamated Bank | 8,041 | $224.0K | 0.00% | +1,828+29.4% | Added |
| Pictet Asset Management SA | 8,032 | $224.0K | 0.00% | +8,032 | New |
| Foster Victor Wealth Advisors, LLC | 8,100 | $225.5K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,495 | $236.7K | 0.03% | −206−2.4% | Reduced |
| Park Avenue Institutional Advisers LLC | 10,329 | $241.7K | 0.32% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 9,191 | $256.1K | 0.00% | +9,191 | New |
| Ameriprise Financial Inc | 9,237 | $257.0K | 0.00% | +9,237 | New |
| Cipher Capital LP | 9,312 | $259.4K | 0.05% | +9,312 | New |
| Landscape Capital Management, L.L.C. | 9,649 | $268.8K | 0.04% | +9,649 | New |
| Gyon Technologies Capital Management, LP | 9,668 | $269.4K | 0.10% | +9,668 | New |
| Watershed Asset Management, L.L.C. | 9,925 | $276.5K | 0.35% | +9,925 | New |
| Kula Investments, LLC | 10,463 | $291.5K | 0.10% | +10,463 | New |
| State Board of Administration of Florida Retirement System | 10,533 | $293.4K | 0.00% | +230+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 11,901 | $331.6K | 0.00% | −45,536−79.3% | Reduced |
| Fox Run Management, L.L.C. | 11,946 | $332.8K | 0.13% | +11,946 | New |
| Panagora Asset Management Inc | 12,461 | $347.2K | 0.00% | −2,994−19.4% | Reduced |
| Envestnet Asset Management Inc | 13,186 | $367.4K | 0.00% | +275+2.1% | Added |
| Barclays PLC | 13,436 | $374.3K | 0.00% | +735+5.8% | Added |
| Zacks Investment Management | 14,168 | $394.7K | 0.01% | −1,970−12.2% | Reduced |
| Polar Capital Holdings Plc | 14,552 | $405.4K | 0.00% | −538,466−97.4% | Reduced |
| Janus Henderson Group PLC | 14,725 | $409.9K | 0.00% | +14,725 | New |
| Cubist Systematic Strategies, LLC | 15,805 | $440.3K | 0.00% | −101,361−86.5% | Reduced |
| Wesbanco Bank Inc | 16,655 | $464.0K | 0.02% | +16,655 | New |
| SEI Investments Co | 17,298 | $481.9K | 0.00% | +1,100+6.8% | Added |
| Quantbot Technologies LP | 17,923 | $499.3K | 0.04% | +17,923 | New |
| ExodusPoint Capital Management, LP | 18,450 | $514.0K | 0.01% | −79,401−81.1% | Reduced |
| Arizona State Retirement System | 19,025 | $530.0K | 0.01% | +8,031+73.0% | Added |
| Voya Investment Management LLC | 19,283 | $537.2K | 0.00% | +4,049+26.6% | Added |
| Jane Street Group, LLC | 20,412 | $568.7K | 0.00% | +20,412 | New |
| Campbell & CO Investment Adviser LLC | 22,275 | $620.6K | 0.15% | +22,275 | New |
| Mirae Asset Global Investments Co., Ltd. | 22,302 | $621.3K | 0.00% | +5,677+34.1% | Added |
| American International Group, Inc. | 23,670 | $659.4K | 0.00% | +4,832+25.7% | Added |
| MetLife Investment Management | 26,194 | $729.8K | 0.01% | +5,487+26.5% | Added |
| BNP Paribas Arbitrage, SA | 27,711 | $772.0K | 0.00% | −39,437−58.7% | Reduced |
| Gsa Capital Partners LLP | 27,905 | $777.0K | 0.10% | −24,319−46.6% | Reduced |
| Voloridge Investment Management, LLC | 29,408 | $819.3K | 0.00% | +29,408 | New |
| TD Asset Management Inc | 29,991 | $835.5K | 0.00% | −40,654−57.5% | Reduced |
| Assenagon Asset Management S.A. | 30,614 | $853.0K | 0.00% | +30,614 | New |
| Graham Capital Management, L.P. | 32,217 | $897.6K | 0.03% | +32,217 | New |
| Tudor Investment Corp Et Al | 32,871 | $916.0K | 0.02% | +32,871 | New |
| Two Sigma Advisers, LP | 34,400 | $958.4K | 0.00% | +34,400 | New |
| Caption Management, LLC | 36,288 | $1.01M | 0.17% | +4,858+15.5% | Added |
| New York State Common Retirement Fund | 36,420 | $1.01M | 0.00% | +7,627+26.5% | Added |
| Wolverine Asset Management LLC | 36,534 | $1.02M | 0.02% | +3,293+9.9% | Added |
| Lisanti Capital Growth, LLC | 36,700 | $1.02M | 0.14% | +36,700 | New |
| Deutsche Bank AG | 40,449 | $1.13M | 0.00% | +22,624+126.9% | Added |
| Trexquant Investment LP | 41,479 | $1.16M | 0.03% | +41,479 | New |
| Boulder Hill Capital Management LP | 45,900 | $1.28M | 1.06% | +45,900 | New |