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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 71,401 | $2.46M | 0.00% | +5,919+9.0% | Added |
| California State Teachers Retirement System | 78,378 | $2.70M | 0.00% | −269−0.3% | Reduced |
| Credit Suisse AG | 87,165 | $3.00M | 0.00% | +11,447+15.1% | Added |
| First Eagle Investment Management, LLC | 89,637 | $3.09M | 0.01% | −2,537−2.8% | Reduced |
| Kennedy Capital Management, Inc. | 89,776 | $3.09M | 0.09% | −1,388−1.5% | Reduced |
| Lisanti Capital Growth, LLC | 91,830 | $3.17M | 0.44% | +55,130+150.2% | Added |
| State of Wisconsin Investment Board | 99,768 | $3.44M | 0.01% | −12,038−10.8% | Reduced |
| Morgan Stanley | 112,065 | $3.86M | 0.00% | −99,481−47.0% | Reduced |
| Alliancebernstein L.P. | 114,654 | $3.95M | 0.00% | +68,656+149.3% | Added |
| Integral Health Asset Management, LLC | 122,000 | $4.21M | 0.87% | +122,000 | New |
| JPMorgan Chase & Co | 125,338 | $4.32M | 0.00% | +42,778+51.8% | Added |
| Trexquant Investment LP | 141,065 | $4.86M | 0.13% | +99,586+240.1% | Added |
| Swiss National Bank | 145,600 | $5.02M | 0.00% | −17,200−10.6% | Reduced |
| Clough Capital Partners L P | 149,703 | $5.16M | 0.56% | −138,210−48.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 159,040 | $5.48M | 0.01% | +159,040 | New |
| Dimension Capital Management LLC | 161,227 | $5.56M | 1.27% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 162,210 | $5.59M | 0.20% | −363,495−69.1% | Reduced |
| Ardsley Advisory Partners LP | 170,000 | $5.86M | 1.29% | −205,000−54.7% | Reduced |
| Sivik Global Healthcare LLC | 175,000 | $6.03M | 2.59% | +10,000+6.1% | Added |
| Eagle Asset Management Inc | 182,307 | $6.28M | 0.04% | +182,307 | New |
| Segall Bryant & Hamill, LLC | 195,352 | $6.73M | 0.07% | +2,437+1.3% | Added |
| Pier Capital, LLC | 225,182 | $7.76M | 1.18% | −51,182−18.5% | Reduced |
| Bank of New York Mellon Corp | 236,244 | $8.14M | 0.00% | +4,739+2.0% | Added |
| Citadel Advisors LLC | 271,605 | $9.36M | 0.01% | +56,465+26.2% | Added |
| Bank of America Corp | 308,577 | $10.6M | 0.00% | −1,874−0.6% | Reduced |
| Goldman Sachs Group Inc | 325,871 | $11.2M | 0.00% | −386,771−54.3% | Reduced |
| Man Group plc | – | $11.7M | 0.04% | – | – |
| Susquehanna International Group, LLP | 358,252 | $12.3M | 0.02% | +358,252 | New |
| UBS Asset Management Americas Inc | 387,845 | $13.4M | 0.01% | +3,494+0.9% | Added |
| WCM Investment Management, LLC | 387,966 | $13.4M | 0.04% | +2,791+0.7% | Added |
| American Century Companies Inc | 424,845 | $14.6M | 0.01% | +4,321+1.0% | Added |
| Charles Schwab Investment Management Inc | 464,245 | $16.0M | 0.00% | +28,764+6.6% | Added |
| Nuveen Asset Management, LLC | 488,564 | $16.8M | 0.01% | −9,203−1.8% | Reduced |
| Norges Bank | 519,042 | $17.9M | 0.00% | +84,012+19.3% | Added |
| Northern Trust Corp | 544,546 | $18.8M | 0.00% | +23,577+4.5% | Added |
| Victory Capital Management Inc | 765,489 | $26.4M | 0.03% | +12,007+1.6% | Added |
| Hood River Capital Management LLC | 791,324 | $27.3M | 0.88% | +31,909+4.2% | Added |
| Iron Triangle Partners LP | 815,552 | $28.1M | 4.06% | −464,448−36.3% | Reduced |
| Price T Rowe Associates Inc | 934,363 | $32.2M | 0.00% | +458,864+96.5% | Added |
| Dimensional Fund Advisors LP | 1,141,647 | $39.3M | 0.01% | −108,898−8.7% | Reduced |
| Geode Capital Management, LLC | 1,209,464 | $41.7M | 0.01% | +145,203+13.6% | Added |
| State Street Corp | 1,246,171 | $43.0M | 0.00% | +84,470+7.3% | Added |
| Point72 Asset Management, L.P. | 1,831,644 | $63.1M | 0.22% | −361,779−16.5% | Reduced |
| Invesco Ltd. | 2,893,546 | $99.7M | 0.03% | +1,196,654+70.5% | Added |
| Avidity Partners Management LP | 3,355,900 | $115.7M | 3.84% | +243,900+7.8% | Added |
| BlackRock Inc. | 3,807,392 | $131.2M | 0.00% | +143,719+3.9% | Added |
| Durable Capital Partners LP | 5,449,469 | $187.8M | 1.76% | −404,526−6.9% | Reduced |
| Clearbridge Investments, LLC | 5,564,807 | $191.8M | 0.18% | +85,490+1.6% | Added |
| Vanguard Group Inc | 6,639,902 | $228.9M | 0.01% | +769,792+13.1% | Added |
| Wellington Management Group LLP | 6,946,272 | $239.4M | 0.05% | +151,794+2.2% | Added |
| FMR LLC | 18,904,157 | $651.6M | 0.06% | +513,573+2.8% | Added |
| Bain Capital Investors LLC | 58,248,249 | $2.01B | 36.55% | 00.0% | Unchanged |
| LMR Partners LLP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −227,848−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −174,000−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −101,482−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −91,788−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −45,900−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −34,400−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −32,871−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −29,408−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −27,905−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −22,275−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,450−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,923−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,805−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −14,552−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,946−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,901−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −10,463−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −9,668−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −9,649−100.0% | Sold out |
| Foster Victor Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,304−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |