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, Q1 2023
Institutional positions in Surgery Partners, Inc. as of Mar 31, 2023. 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
- 152
- −7 vs. Q4 2022
- Shares held
- 129.7M
- +850.9K (+0.7%) vs. Q4 2022
- Total value
- $4.48B
- +$892.7M (+24.9%) vs. Q4 2022
- New holders
- 21
- 63 more added
- Sold out
- 28
- 40 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 58,248,249 | $2.01B | 36.55% | 00.0% | Unchanged |
| FMR LLC | 18,904,157 | $651.6M | 0.06% | +513,573+2.8% | Added |
| Wellington Management Group LLP | 6,946,272 | $239.4M | 0.05% | +151,794+2.2% | Added |
| Vanguard Group Inc | 6,639,902 | $228.9M | 0.01% | +769,792+13.1% | Added |
| Clearbridge Investments, LLC | 5,564,807 | $191.8M | 0.18% | +85,490+1.6% | Added |
| Durable Capital Partners LP | 5,449,469 | $187.8M | 1.76% | −404,526−6.9% | Reduced |
| BlackRock Inc. | 3,807,392 | $131.2M | 0.00% | +143,719+3.9% | Added |
| Avidity Partners Management LP | 3,355,900 | $115.7M | 3.84% | +243,900+7.8% | Added |
| Invesco Ltd. | 2,893,546 | $99.7M | 0.03% | +1,196,654+70.5% | Added |
| Point72 Asset Management, L.P. | 1,831,644 | $63.1M | 0.22% | −361,779−16.5% | Reduced |
| State Street Corp | 1,246,171 | $43.0M | 0.00% | +84,470+7.3% | Added |
| Geode Capital Management, LLC | 1,209,464 | $41.7M | 0.01% | +145,203+13.6% | Added |
| Dimensional Fund Advisors LP | 1,141,647 | $39.3M | 0.01% | −108,898−8.7% | Reduced |
| Price T Rowe Associates Inc | 934,363 | $32.2M | 0.00% | +458,864+96.5% | Added |
| Iron Triangle Partners LP | 815,552 | $28.1M | 4.06% | −464,448−36.3% | Reduced |
| Hood River Capital Management LLC | 791,324 | $27.3M | 0.88% | +31,909+4.2% | Added |
| Victory Capital Management Inc | 765,489 | $26.4M | 0.03% | +12,007+1.6% | Added |
| Northern Trust Corp | 544,546 | $18.8M | 0.00% | +23,577+4.5% | Added |
| Norges Bank | 519,042 | $17.9M | 0.00% | +84,012+19.3% | Added |
| Nuveen Asset Management, LLC | 488,564 | $16.8M | 0.01% | −9,203−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 464,245 | $16.0M | 0.00% | +28,764+6.6% | Added |
| American Century Companies Inc | 424,845 | $14.6M | 0.01% | +4,321+1.0% | Added |
| WCM Investment Management, LLC | 387,966 | $13.4M | 0.04% | +2,791+0.7% | Added |
| UBS Asset Management Americas Inc | 387,845 | $13.4M | 0.01% | +3,494+0.9% | Added |
| Susquehanna International Group, LLP | 358,252 | $12.3M | 0.02% | +358,252 | New |
| Man Group plc | – | $11.7M | 0.04% | – | – |
| Goldman Sachs Group Inc | 325,871 | $11.2M | 0.00% | −386,771−54.3% | Reduced |
| Bank of America Corp | 308,577 | $10.6M | 0.00% | −1,874−0.6% | Reduced |
| Citadel Advisors LLC | 271,605 | $9.36M | 0.01% | +56,465+26.2% | Added |
| Bank of New York Mellon Corp | 236,244 | $8.14M | 0.00% | +4,739+2.0% | Added |
| Pier Capital, LLC | 225,182 | $7.76M | 1.18% | −51,182−18.5% | Reduced |
| Segall Bryant & Hamill, LLC | 195,352 | $6.73M | 0.07% | +2,437+1.3% | Added |
| Eagle Asset Management Inc | 182,307 | $6.28M | 0.04% | +182,307 | New |
| Sivik Global Healthcare LLC | 175,000 | $6.03M | 2.59% | +10,000+6.1% | Added |
| Ardsley Advisory Partners LP | 170,000 | $5.86M | 1.29% | −205,000−54.7% | Reduced |
| Cannell Peter B & Co Inc | 162,210 | $5.59M | 0.20% | −363,495−69.1% | Reduced |
| Dimension Capital Management LLC | 161,227 | $5.56M | 1.27% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 159,040 | $5.48M | 0.01% | +159,040 | New |
| Clough Capital Partners L P | 149,703 | $5.16M | 0.56% | −138,210−48.0% | Reduced |
| Swiss National Bank | 145,600 | $5.02M | 0.00% | −17,200−10.6% | Reduced |
| Trexquant Investment LP | 141,065 | $4.86M | 0.13% | +99,586+240.1% | Added |
| JPMorgan Chase & Co | 125,338 | $4.32M | 0.00% | +42,778+51.8% | Added |
| Integral Health Asset Management, LLC | 122,000 | $4.21M | 0.87% | +122,000 | New |
| Alliancebernstein L.P. | 114,654 | $3.95M | 0.00% | +68,656+149.3% | Added |
| Morgan Stanley | 112,065 | $3.86M | 0.00% | −99,481−47.0% | Reduced |
| State of Wisconsin Investment Board | 99,768 | $3.44M | 0.01% | −12,038−10.8% | Reduced |
| Lisanti Capital Growth, LLC | 91,830 | $3.17M | 0.44% | +55,130+150.2% | Added |
| Kennedy Capital Management, Inc. | 89,776 | $3.09M | 0.09% | −1,388−1.5% | Reduced |
| First Eagle Investment Management, LLC | 89,637 | $3.09M | 0.01% | −2,537−2.8% | Reduced |
| Credit Suisse AG | 87,165 | $3.00M | 0.00% | +11,447+15.1% | Added |
| California State Teachers Retirement System | 78,378 | $2.70M | 0.00% | −269−0.3% | Reduced |
| Rhumbline Advisers | 71,401 | $2.46M | 0.00% | +5,919+9.0% | Added |
| Manufacturers Life Insurance Company, The | 70,277 | $2.42M | 0.00% | +15,241+27.7% | Added |
| State of New Jersey Common Pension Fund D | 67,505 | $2.33M | 0.01% | −17,228−20.3% | Reduced |
| Deutsche Bank AG | 66,884 | $2.31M | 0.00% | +26,435+65.4% | Added |
| Raymond James & Associates | 62,045 | $2.14M | 0.00% | −1,444−2.3% | Reduced |
| TD Asset Management Inc | 61,991 | $2.14M | 0.00% | +32,000+106.7% | Added |
| Royal Bank of Canada | 56,669 | $1.95M | 0.00% | +10,660+23.2% | Added |
| Legal & General Group Plc | 55,456 | $1.91M | 0.00% | +5,273+10.5% | Added |
| First Trust Advisors LP | 55,225 | $1.90M | 0.00% | +55,225 | New |
| Tranquility Partners, LLC | 53,670 | $1.85M | 0.88% | 00.0% | Unchanged |
| Barclays PLC | 51,970 | $1.79M | 0.00% | +38,534+286.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 51,552 | $1.78M | 0.03% | +4,815+10.3% | Added |
| Two Sigma Investments, LP | 43,000 | $1.48M | 0.00% | −126,987−74.7% | Reduced |
| Assenagon Asset Management S.A. | 40,518 | $1.40M | 0.01% | +9,904+32.4% | Added |
| BNP Paribas Arbitrage, SA | 36,650 | $1.26M | 0.00% | +8,939+32.3% | Added |
| Balyasny Asset Management LLC | 36,639 | $1.26M | 0.00% | +29,595+420.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 36,506 | $1.26M | 0.03% | −57,851−61.3% | Reduced |
| Wolverine Asset Management LLC | 35,484 | $1.22M | 0.02% | −1,050−2.9% | Reduced |
| Caption Management, LLC | 32,354 | $1.12M | 0.24% | −3,934−10.8% | Reduced |
| SEI Investments Co | 31,354 | $1.08M | 0.00% | +14,056+81.3% | Added |
| Janus Henderson Group PLC | 30,907 | $1.06M | 0.00% | +16,182+109.9% | Added |
| MetLife Investment Management | 26,622 | $917.7K | 0.01% | +428+1.6% | Added |
| New York State Common Retirement Fund | 26,326 | $907.5K | 0.00% | −10,094−27.7% | Reduced |
| American International Group, Inc. | 24,827 | $855.8K | 0.01% | +1,157+4.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,302 | $768.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,538 | $673.5K | 0.01% | +513+2.7% | Added |
| Voya Investment Management LLC | 19,098 | $658.3K | 0.00% | −185−1.0% | Reduced |
| Wesbanco Bank Inc | 16,655 | $574.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,629 | $539.0K | 0.01% | +10,758+220.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $538.8K | 0.28% | +15,632 | New |
| Wells Fargo & Company | 14,570 | $502.2K | 0.00% | +10,453+253.9% | Added |
| Zacks Investment Management | 14,188 | $489.1K | 0.01% | +20+0.1% | Added |
| Candriam Luxembourg S.C.A. | 15,145 | $480.5K | 0.00% | +15,145 | New |
| Panagora Asset Management Inc | 12,461 | $429.5K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 11,700 | $403.3K | 0.00% | +3,700+46.3% | Added |
| Natixis Advisors, L.P. | 10,860 | $374.0K | 0.00% | +10,860 | New |
| UBS Group AG | 10,565 | $364.2K | 0.00% | +5,121+94.1% | Added |
| State Board of Administration of Florida Retirement System | 10,533 | $363.1K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,423 | $359.0K | 0.00% | +2,948+39.4% | Added |
| Park Avenue Institutional Advisers LLC | 10,329 | $356.0K | 0.48% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 9,795 | $337.6K | 0.00% | −3,391−25.7% | Reduced |
| Ameriprise Financial Inc | 9,185 | $316.6K | 0.00% | −52−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,119 | $314.3K | 0.00% | +2,142+30.7% | Added |
| Cipher Capital LP | 9,027 | $311.2K | 0.06% | −285−3.1% | Reduced |
| Los Angeles Capital Management LLC | 8,617 | $297.0K | 0.00% | −574−6.2% | Reduced |
| Jane Street Group, LLC | 8,431 | $290.6K | 0.00% | −11,981−58.7% | Reduced |
| Captrust Financial Advisors | 8,054 | $277.6K | 0.00% | +8,054 | New |
| Pictet Asset Management SA | 8,032 | $276.9K | 0.00% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 8,004 | $275.9K | 0.33% | −1,921−19.4% | Reduced |