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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5 | $172 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $173 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7 | $241 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 7 | $242 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $368 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $518 | 0.00% | +15 | New |
| Manchester Capital Management LLC | 19 | $655 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 21 | $1.00K | 0.00% | +4+23.5% | Added |
| Steward Financial Group LLC | 33 | $1.00K | 0.00% | +21+175.0% | Added |
| National Bank of Canada | 35 | $1.21K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 71 | $2.45K | 0.00% | +71 | New |
| Hexagon Capital Partners LLC | 77 | $2.65K | 0.00% | +21+37.5% | Added |
| International Assets Investment Management, LLC | 79 | $2.72K | 0.00% | +79 | New |
| Group One Trading, L.P. | 100 | $3.45K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 103 | $3.55K | 0.00% | −11−9.6% | Reduced |
| Baldrige Asset Management LLC | 139 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 154 | $5.31K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 187 | $6.45K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 249 | $9.00K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 468 | $16.1K | 0.00% | −565−54.7% | Reduced |
| Dark Forest Capital Management LP | 534 | $18.4K | 0.00% | +534 | New |
| Ellevest, Inc. | 817 | $28.2K | 0.00% | +452+123.8% | Added |
| Nisa Investment Advisors, LLC | 1,054 | $36.0K | 0.00% | +780+284.7% | Added |
| Tower Research Capital LLC (TRC) | 1,229 | $42.0K | 0.00% | +801+187.1% | Added |
| Quadrant Capital Group LLC | 1,393 | $48.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,469 | $50.6K | 0.00% | −7−0.5% | Reduced |
| Fifth Third Bancorp | 1,500 | $51.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 2,000 | $68.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,464 | $85.1K | 0.00% | +469+23.5% | Added |
| US Bancorp | 2,494 | $86.0K | 0.00% | +1,724+223.9% | Added |
| Amundi | 2,611 | $90.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,708 | $93.3K | 0.00% | −317−10.5% | Reduced |
| State of Wyoming | 2,840 | $97.9K | 0.03% | +689+32.0% | Added |
| Great West Life Assurance Co | 3,094 | $107.0K | 0.00% | +1,208+64.1% | Added |
| Ameritas Investment Partners, Inc. | 4,131 | $142.4K | 0.01% | +305+8.0% | Added |
| Advisory Services Network, LLC | 4,235 | $146.0K | 0.00% | +4,130+3,933.3% | Added |
| Salem Investment Counselors Inc | 4,350 | $149.9K | 0.01% | −975−18.3% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 4,470 | $154.1K | 0.02% | +4,470 | New |
| Truist Financial Corp | 5,807 | $200.2K | 0.00% | −2,009−25.7% | Reduced |
| ProShare Advisors LLC | 6,055 | $208.7K | 0.00% | +6,055 | New |
| Citigroup Inc | 6,403 | $220.7K | 0.00% | +962+17.7% | Added |
| Dynamic Technology Lab Private Ltd | 6,730 | $232.0K | 0.02% | +6,730 | New |
| Amalgamated Bank | 6,988 | $241.0K | 0.00% | −1,053−13.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,083 | $244.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,169 | $247.1K | 0.01% | −25,048−77.7% | Reduced |
| Great Point Wealth Advisors, LLC | 7,299 | $251.6K | 0.08% | 00.0% | Unchanged |
| Connacht Asset Management LP | 7,557 | $260.5K | 0.75% | +7,557 | New |
| FORA Capital, LLC | 7,619 | $262.6K | 0.03% | +7,619 | New |
| Handelsbanken Fonder AB | 7,900 | $272.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,903 | $272.4K | 0.03% | −592−7.0% | Reduced |
| Watershed Asset Management, L.L.C. | 8,004 | $275.9K | 0.33% | −1,921−19.4% | Reduced |
| Pictet Asset Management SA | 8,032 | $276.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,054 | $277.6K | 0.00% | +8,054 | New |
| Jane Street Group, LLC | 8,431 | $290.6K | 0.00% | −11,981−58.7% | Reduced |
| Los Angeles Capital Management LLC | 8,617 | $297.0K | 0.00% | −574−6.2% | Reduced |
| Cipher Capital LP | 9,027 | $311.2K | 0.06% | −285−3.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,119 | $314.3K | 0.00% | +2,142+30.7% | Added |
| Ameriprise Financial Inc | 9,185 | $316.6K | 0.00% | −52−0.6% | Reduced |
| Envestnet Asset Management Inc | 9,795 | $337.6K | 0.00% | −3,391−25.7% | Reduced |
| Park Avenue Institutional Advisers LLC | 10,329 | $356.0K | 0.48% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,423 | $359.0K | 0.00% | +2,948+39.4% | Added |
| State Board of Administration of Florida Retirement System | 10,533 | $363.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,565 | $364.2K | 0.00% | +5,121+94.1% | Added |
| Natixis Advisors, L.P. | 10,860 | $374.0K | 0.00% | +10,860 | New |
| Virginia Retirement Systems Et Al | 11,700 | $403.3K | 0.00% | +3,700+46.3% | Added |
| Panagora Asset Management Inc | 12,461 | $429.5K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 15,145 | $480.5K | 0.00% | +15,145 | New |
| Zacks Investment Management | 14,188 | $489.1K | 0.01% | +20+0.1% | Added |
| Wells Fargo & Company | 14,570 | $502.2K | 0.00% | +10,453+253.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $538.8K | 0.28% | +15,632 | New |
| SG Americas Securities, LLC | 15,629 | $539.0K | 0.01% | +10,758+220.9% | Added |
| Wesbanco Bank Inc | 16,655 | $574.0K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,098 | $658.3K | 0.00% | −185−1.0% | Reduced |
| Arizona State Retirement System | 19,538 | $673.5K | 0.01% | +513+2.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,302 | $768.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 24,827 | $855.8K | 0.01% | +1,157+4.9% | Added |
| New York State Common Retirement Fund | 26,326 | $907.5K | 0.00% | −10,094−27.7% | Reduced |
| MetLife Investment Management | 26,622 | $917.7K | 0.01% | +428+1.6% | Added |
| Janus Henderson Group PLC | 30,907 | $1.06M | 0.00% | +16,182+109.9% | Added |
| SEI Investments Co | 31,354 | $1.08M | 0.00% | +14,056+81.3% | Added |
| Caption Management, LLC | 32,354 | $1.12M | 0.24% | −3,934−10.8% | Reduced |
| Wolverine Asset Management LLC | 35,484 | $1.22M | 0.02% | −1,050−2.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 36,506 | $1.26M | 0.03% | −57,851−61.3% | Reduced |
| Balyasny Asset Management LLC | 36,639 | $1.26M | 0.00% | +29,595+420.1% | Added |
| BNP Paribas Arbitrage, SA | 36,650 | $1.26M | 0.00% | +8,939+32.3% | Added |
| Assenagon Asset Management S.A. | 40,518 | $1.40M | 0.01% | +9,904+32.4% | Added |
| Two Sigma Investments, LP | 43,000 | $1.48M | 0.00% | −126,987−74.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 51,552 | $1.78M | 0.03% | +4,815+10.3% | Added |
| Barclays PLC | 51,970 | $1.79M | 0.00% | +38,534+286.8% | Added |
| Tranquility Partners, LLC | 53,670 | $1.85M | 0.88% | 00.0% | Unchanged |
| First Trust Advisors LP | 55,225 | $1.90M | 0.00% | +55,225 | New |
| Legal & General Group Plc | 55,456 | $1.91M | 0.00% | +5,273+10.5% | Added |
| Royal Bank of Canada | 56,669 | $1.95M | 0.00% | +10,660+23.2% | Added |
| TD Asset Management Inc | 61,991 | $2.14M | 0.00% | +32,000+106.7% | Added |
| Raymond James & Associates | 62,045 | $2.14M | 0.00% | −1,444−2.3% | Reduced |
| Deutsche Bank AG | 66,884 | $2.31M | 0.00% | +26,435+65.4% | Added |
| State of New Jersey Common Pension Fund D | 67,505 | $2.33M | 0.01% | −17,228−20.3% | Reduced |
| Manufacturers Life Insurance Company, The | 70,277 | $2.42M | 0.00% | +15,241+27.7% | Added |