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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 7,903 | $272.4K | 0.03% | −592−7.0% | Reduced |
| Handelsbanken Fonder AB | 7,900 | $272.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 7,619 | $262.6K | 0.03% | +7,619 | New |
| Connacht Asset Management LP | 7,557 | $260.5K | 0.75% | +7,557 | New |
| Great Point Wealth Advisors, LLC | 7,299 | $251.6K | 0.08% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,169 | $247.1K | 0.01% | −25,048−77.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,083 | $244.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,988 | $241.0K | 0.00% | −1,053−13.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,730 | $232.0K | 0.02% | +6,730 | New |
| Citigroup Inc | 6,403 | $220.7K | 0.00% | +962+17.7% | Added |
| ProShare Advisors LLC | 6,055 | $208.7K | 0.00% | +6,055 | New |
| Truist Financial Corp | 5,807 | $200.2K | 0.00% | −2,009−25.7% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 4,470 | $154.1K | 0.02% | +4,470 | New |
| Salem Investment Counselors Inc | 4,350 | $149.9K | 0.01% | −975−18.3% | Reduced |
| Advisory Services Network, LLC | 4,235 | $146.0K | 0.00% | +4,130+3,933.3% | Added |
| Ameritas Investment Partners, Inc. | 4,131 | $142.4K | 0.01% | +305+8.0% | Added |
| Great West Life Assurance Co | 3,094 | $107.0K | 0.00% | +1,208+64.1% | Added |
| State of Wyoming | 2,840 | $97.9K | 0.03% | +689+32.0% | Added |
| Metropolitan Life Insurance Co | 2,708 | $93.3K | 0.00% | −317−10.5% | Reduced |
| Amundi | 2,611 | $90.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,494 | $86.0K | 0.00% | +1,724+223.9% | Added |
| Advisor Group Holdings, Inc. | 2,464 | $85.1K | 0.00% | +469+23.5% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $68.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $51.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,469 | $50.6K | 0.00% | −7−0.5% | Reduced |
| Quadrant Capital Group LLC | 1,393 | $48.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,229 | $42.0K | 0.00% | +801+187.1% | Added |
| Nisa Investment Advisors, LLC | 1,054 | $36.0K | 0.00% | +780+284.7% | Added |
| Ellevest, Inc. | 817 | $28.2K | 0.00% | +452+123.8% | Added |
| Dark Forest Capital Management LP | 534 | $18.4K | 0.00% | +534 | New |
| The PNC Financial Services Group, Inc. | 468 | $16.1K | 0.00% | −565−54.7% | Reduced |
| Covestor Ltd | 249 | $9.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 187 | $6.45K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 154 | $5.31K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 139 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 103 | $3.55K | 0.00% | −11−9.6% | Reduced |
| Group One Trading, L.P. | 100 | $3.45K | 0.00% | +100 | New |
| International Assets Investment Management, LLC | 79 | $2.72K | 0.00% | +79 | New |
| Hexagon Capital Partners LLC | 77 | $2.65K | 0.00% | +21+37.5% | Added |
| Denali Advisors LLC | 71 | $2.45K | 0.00% | +71 | New |
| National Bank of Canada | 35 | $1.21K | 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 |
| Manchester Capital Management LLC | 19 | $655 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $518 | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 10 | $368 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $242 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7 | $241 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 5 | $173 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5 | $172 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $103 | 0.00% | 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 |