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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 46,009 | $1.28M | 0.00% | +30,199+191.0% | Added |
| Alliancebernstein L.P. | 45,998 | $1.28M | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 46,737 | $1.30M | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 50,183 | $1.40M | 0.00% | +16,218+47.7% | Added |
| Tranquility Partners, LLC | 53,670 | $1.50M | 0.76% | +10,000+22.9% | Added |
| Manufacturers Life Insurance Company, The | 55,036 | $1.52M | 0.00% | +1,082+2.0% | Added |
| Raymond James & Associates | 63,489 | $1.77M | 0.00% | +24,644+63.4% | Added |
| Rhumbline Advisers | 65,482 | $1.82M | 0.00% | +13,612+26.2% | Added |
| Credit Suisse AG | 75,718 | $2.11M | 0.00% | +35,420+87.9% | Added |
| California State Teachers Retirement System | 78,647 | $2.19M | 0.00% | +28,164+55.8% | Added |
| JPMorgan Chase & Co | 82,560 | $2.30M | 0.00% | +22,901+38.4% | Added |
| State of New Jersey Common Pension Fund D | 84,733 | $2.36M | 0.01% | +84,733 | New |
| Kennedy Capital Management, Inc. | 91,164 | $2.54M | 0.07% | +26,315+40.6% | Added |
| Millennium Management LLC | 91,788 | $2.56M | 0.00% | +60.0% | Added |
| First Eagle Investment Management, LLC | 92,174 | $2.57M | 0.01% | −39,812−30.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 94,357 | $2.63M | 0.08% | +32,006+51.3% | Added |
| D. E. Shaw & Co., Inc. | 101,482 | $2.83M | 0.00% | +81,100+397.9% | Added |
| State of Wisconsin Investment Board | 111,806 | $3.11M | 0.01% | +865+0.8% | Added |
| Maven Securities LTD | 150,000 | $4.18M | 0.84% | +150,000 | New |
| Dimension Capital Management LLC | 161,227 | $4.49M | 1.05% | 00.0% | Unchanged |
| Swiss National Bank | 162,800 | $4.54M | 0.00% | +66,900+69.8% | Added |
| Sivik Global Healthcare LLC | 165,000 | $4.60M | 2.16% | +26,391+19.0% | Added |
| Two Sigma Investments, LP | 169,987 | $4.74M | 0.02% | +113,437+200.6% | Added |
| Rheos Capital Works Inc. | 174,000 | $4.85M | 0.29% | −762−0.4% | Reduced |
| Segall Bryant & Hamill, LLC | 192,915 | $5.37M | 0.06% | +13,381+7.5% | Added |
| Morgan Stanley | 211,546 | $5.89M | 0.00% | +14,936+7.6% | Added |
| Citadel Advisors LLC | 215,140 | $5.99M | 0.01% | +67,980+46.2% | Added |
| Bank of Montreal | 227,848 | $6.35M | 0.00% | +227,848 | New |
| Man Group plc | 229,931 | $6.41M | 0.02% | +134,172+140.1% | Added |
| Bank of New York Mellon Corp | 231,505 | $6.45M | 0.00% | +70,839+44.1% | Added |
| Pier Capital, LLC | 276,364 | $7.70M | 1.26% | +37,344+15.6% | Added |
| Clough Capital Partners L P | 287,913 | $8.02M | 0.81% | −78,535−21.4% | Reduced |
| Bank of America Corp | 310,451 | $8.65M | 0.00% | +9,983+3.3% | Added |
| Ardsley Advisory Partners LP | 375,000 | $10.4M | 2.65% | −130,000−25.7% | Reduced |
| UBS Asset Management Americas Inc | 384,351 | $10.7M | 0.01% | +62,456+19.4% | Added |
| WCM Investment Management, LLC | 385,175 | $10.7M | 0.04% | −6,414−1.6% | Reduced |
| American Century Companies Inc | 420,524 | $11.7M | 0.01% | +420,524 | New |
| Norges Bank | 435,030 | $12.1M | 0.00% | +133,490+44.3% | Added |
| Charles Schwab Investment Management Inc | 435,481 | $12.1M | 0.00% | +151,309+53.2% | Added |
| Price T Rowe Associates Inc | 475,499 | $13.2M | 0.00% | −164,777−25.7% | Reduced |
| Nuveen Asset Management, LLC | 497,767 | $13.9M | 0.01% | +97,067+24.2% | Added |
| LMR Partners LLP | 500,000 | $13.9M | 0.32% | +500,000 | New |
| Northern Trust Corp | 520,969 | $14.5M | 0.00% | +140,177+36.8% | Added |
| Cannell Peter B & Co Inc | 525,705 | $14.6M | 0.53% | −366,450−41.1% | Reduced |
| Goldman Sachs Group Inc | 712,642 | $19.9M | 0.01% | +492,645+223.9% | Added |
| Victory Capital Management Inc | 753,482 | $21.0M | 0.02% | −170,999−18.5% | Reduced |
| Hood River Capital Management LLC | 759,415 | $21.2M | 0.77% | +72,954+10.6% | Added |
| Geode Capital Management, LLC | 1,064,261 | $29.6M | 0.00% | +321,750+43.3% | Added |
| State Street Corp | 1,161,701 | $32.4M | 0.00% | +316,395+37.4% | Added |
| Dimensional Fund Advisors LP | 1,250,545 | $34.8M | 0.01% | −77,783−5.9% | Reduced |
| Iron Triangle Partners LP | 1,280,000 | $35.7M | 6.39% | +730,000+132.7% | Added |
| Invesco Ltd. | 1,696,892 | $47.3M | 0.01% | +85,044+5.3% | Added |
| Point72 Asset Management, L.P. | 2,193,423 | $61.1M | 0.23% | +1,598,658+268.8% | Added |
| Avidity Partners Management LP | 3,112,000 | $86.7M | 2.03% | +2,844,400+1,062.9% | Added |
| BlackRock Inc. | 3,663,673 | $102.1M | 0.00% | +1,057,577+40.6% | Added |
| Clearbridge Investments, LLC | 5,479,317 | $152.7M | 0.15% | +1,088,289+24.8% | Added |
| Durable Capital Partners LP | 5,853,995 | $163.1M | 1.70% | +3,719,766+174.3% | Added |
| Vanguard Group Inc | 5,870,110 | $163.5M | 0.00% | +2,094,544+55.5% | Added |
| Wellington Management Group LLP | 6,794,478 | $189.3M | 0.04% | +6,794,478 | New |
| FMR LLC | 18,390,584 | $512.4M | 0.05% | +4,900,320+36.3% | Added |
| Bain Capital Investors LLC | 58,248,249 | $1.62B | 35.18% | +9,183,673+18.7% | Added |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,037,413−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −375,466−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −164,424−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −55,244−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −52,879−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,746−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −23,561−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −20,632−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −19,906−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,918−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −13,948−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,432−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,955−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −12,372−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −9,695−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −8,310−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,152−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |