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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 9,649 | $268.8K | 0.04% | +9,649 | New |
| Cipher Capital LP | 9,312 | $259.4K | 0.05% | +9,312 | New |
| Ameriprise Financial Inc | 9,237 | $257.0K | 0.00% | +9,237 | New |
| Los Angeles Capital Management LLC | 9,191 | $256.1K | 0.00% | +9,191 | New |
| Park Avenue Institutional Advisers LLC | 10,329 | $241.7K | 0.32% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,495 | $236.7K | 0.03% | −206−2.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 8,100 | $225.5K | 0.03% | 00.0% | Unchanged |
| 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 |
| Virginia Retirement Systems Et Al | 8,000 | $222.9K | 0.00% | +8,000 | New |
| Handelsbanken Fonder AB | 7,900 | $220.0K | 0.00% | +7,900 | New |
| Trustcore Financial Services, LLC | 7,896 | $220.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 7,816 | $217.8K | 0.00% | +7,816 | New |
| Sandia Investment Management LP | 7,500 | $208.9K | 0.04% | +7,500 | New |
| Teacher Retirement System of Texas | 7,475 | $208.0K | 0.00% | +7,475 | New |
| Jump Financial, LLC | 7,304 | $203.5K | 0.01% | −15,957−68.6% | Reduced |
| Great Point Wealth Advisors, LLC | 7,299 | $203.3K | 0.07% | +7,299 | New |
| Public Employees Retirement Association of Colorado | 7,083 | $197.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 7,044 | $196.2K | 0.00% | +7,044 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,977 | $194.4K | 0.00% | +2,622+60.2% | Added |
| UBS Group AG | 5,444 | $151.7K | 0.00% | +4,057+292.5% | Added |
| Citigroup Inc | 5,441 | $151.6K | 0.00% | −1,136−17.3% | Reduced |
| Salem Investment Counselors Inc | 5,325 | $148.4K | 0.01% | +5,325 | New |
| SG Americas Securities, LLC | 4,871 | $136.0K | 0.00% | −3,145−39.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,826 | $130.1K | 0.01% | +850+28.6% | Added |
| Wells Fargo & Company | 4,117 | $114.7K | 0.00% | −661−13.8% | Reduced |
| Metropolitan Life Insurance Co | 3,025 | $84.3K | 0.00% | +622+25.9% | Added |
| Amundi | 2,611 | $78.0K | 0.00% | +2,611 | New |
| State of Wyoming | 2,151 | $59.9K | 0.02% | +1,343+166.2% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $55.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,995 | $55.7K | 0.00% | −72−3.5% | Reduced |
| Great West Life Assurance Co | 1,886 | $53.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,709 | $47.0K | 0.00% | +449+35.6% | Added |
| Fifth Third Bancorp | 1,500 | $41.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,476 | $41.1K | 0.00% | +97+7.0% | Added |
| Quadrant Capital Group LLC | 1,393 | $38.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,100 | $34.0K | 0.00% | −1,200−36.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,033 | $28.8K | 0.00% | +476+85.5% | Added |
| US Bancorp | 770 | $21.5K | 0.00% | +556+259.8% | Added |
| Tower Research Capital LLC (TRC) | 428 | $12.0K | 0.00% | −2,951−87.3% | Reduced |
| Ellevest, Inc. | 365 | $10.2K | 0.00% | +363+18,150.0% | Added |
| Nisa Investment Advisors, LLC | 274 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 249 | $7.00K | 0.01% | −1−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 187 | $5.21K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 154 | $4.29K | 0.00% | +4+2.7% | Added |
| Baldrige Asset Management LLC | 139 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 114 | $3.18K | 0.00% | +44+62.9% | Added |
| Advisory Services Network, LLC | 105 | $2.92K | 0.00% | +105 | New |
| Hexagon Capital Partners LLC | 56 | $1.56K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 44 | $1.23K | 0.00% | +22+100.0% | Added |
| GWM Advisors LLC | 41 | $1.14K | 0.00% | +41 | New |
| National Bank of Canada | 35 | $974 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $529 | 0.00% | +6+46.2% | Added |
| Global Retirement Partners, LLC | 10 | $279 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 7 | $195 | 0.00% | +5+250.0% | Added |
| Comerica Securities,inc. | 6 | $167 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $139 | 0.00% | +2+66.7% | Added |
| Disciplined Investments, LLC | 3 | $84 | 0.00% | −1−25.0% | Reduced |
| AdvisorNet Financial, Inc | 3 | $84 | 0.00% | +3 | New |
| CWM, LLC | 17 | $0 | 0.00% | −18−51.4% | Reduced |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| 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 |