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, Q2 2023
Institutional positions in Surgery Partners, Inc. as of Jun 30, 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
- 168
- +17 vs. Q1 2023
- Shares held
- 133.1M
- +3.35M (+2.6%) vs. Q1 2023
- Total value
- $5.98B
- +$1.50B (+33.5%) vs. Q1 2023
- New holders
- 38
- 74 more added
- Sold out
- 21
- 36 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 58,248,249 | $2.62B | 39.31% | 00.0% | Unchanged |
| FMR LLC | 18,957,857 | $852.9M | 0.07% | +53,700+0.3% | Added |
| Vanguard Group Inc | 6,778,140 | $304.9M | 0.01% | +138,238+2.1% | Added |
| Wellington Management Group LLP | 6,511,304 | $292.9M | 0.06% | −434,968−6.3% | Reduced |
| Durable Capital Partners LP | 5,373,188 | $241.7M | 2.12% | −76,281−1.4% | Reduced |
| BlackRock Inc. | 5,372,530 | $241.7M | 0.01% | +1,565,138+41.1% | Added |
| Clearbridge Investments, LLC | 5,236,352 | $235.6M | 0.21% | −328,455−5.9% | Reduced |
| Invesco Ltd. | 3,299,141 | $148.4M | 0.04% | +405,595+14.0% | Added |
| Point72 Asset Management, L.P. | 1,621,604 | $73.0M | 0.25% | −210,040−11.5% | Reduced |
| Price T Rowe Associates Inc | 1,555,043 | $70.0M | 0.01% | +620,680+66.4% | Added |
| Avidity Partners Management LP | 1,555,000 | $70.0M | 2.44% | −1,800,900−53.7% | Reduced |
| State Street Corp | 1,461,248 | $65.7M | 0.00% | +215,077+17.3% | Added |
| Dimensional Fund Advisors LP | 1,430,151 | $64.3M | 0.02% | +288,504+25.3% | Added |
| Geode Capital Management, LLC | 1,414,724 | $63.6M | 0.01% | +205,260+17.0% | Added |
| Goldman Sachs Group Inc | 955,796 | $43.0M | 0.01% | +629,925+193.3% | Added |
| American Century Companies Inc | 840,236 | $37.8M | 0.03% | +415,391+97.8% | Added |
| Northern Trust Corp | 686,112 | $30.9M | 0.01% | +141,566+26.0% | Added |
| Norges Bank | 608,049 | $27.4M | 0.01% | +89,007+17.1% | Added |
| Iron Triangle Partners LP | 580,973 | $26.1M | 3.58% | −234,579−28.8% | Reduced |
| Victory Capital Management Inc | 579,899 | $26.1M | 0.03% | −185,590−24.2% | Reduced |
| Charles Schwab Investment Management Inc | 514,828 | $23.2M | 0.01% | +50,583+10.9% | Added |
| Susquehanna International Group, LLP | 505,662 | $22.7M | 0.04% | +147,410+41.1% | Added |
| Nuveen Asset Management, LLC | 425,023 | $19.1M | 0.01% | −63,541−13.0% | Reduced |
| WCM Investment Management, LLC | 417,658 | $19.0M | 0.06% | +29,692+7.7% | Added |
| Morgan Stanley | 344,144 | $15.5M | 0.00% | +232,079+207.1% | Added |
| JPMorgan Chase & Co | 317,469 | $14.3M | 0.00% | +192,131+153.3% | Added |
| Bank of America Corp | 313,191 | $14.1M | 0.00% | +4,614+1.5% | Added |
| Bank of New York Mellon Corp | 299,083 | $13.5M | 0.00% | +62,839+26.6% | Added |
| UBS Asset Management Americas Inc | 387,845 | $13.4M | 0.01% | 00.0% | Unchanged |
| Pier Capital, LLC | 270,714 | $12.2M | 1.75% | +45,532+20.2% | Added |
| Integral Health Asset Management, LLC | 250,000 | $11.2M | 1.48% | +128,000+104.9% | Added |
| Adage Capital Partners GP, L.L.C. | 246,550 | $11.1M | 0.02% | +87,510+55.0% | Added |
| Balyasny Asset Management LLC | 225,535 | $10.1M | 0.03% | +188,896+515.6% | Added |
| Lisanti Capital Growth, LLC | 224,375 | $10.1M | 1.40% | +132,545+144.3% | Added |
| Alliancebernstein L.P. | 208,668 | $9.39M | 0.00% | +94,014+82.0% | Added |
| Clough Capital Partners L P | 201,803 | $9.08M | 0.91% | +52,100+34.8% | Added |
| Segall Bryant & Hamill, LLC | 196,260 | $8.83M | 0.09% | +908+0.5% | Added |
| Kennedy Capital Management, Inc. | 179,021 | $8.05M | 0.19% | +89,245+99.4% | Added |
| Eagle Asset Management Inc | 177,091 | $7.97M | 0.04% | −5,216−2.9% | Reduced |
| Sivik Global Healthcare LLC | 175,000 | $7.87M | 3.15% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 161,227 | $7.25M | 1.57% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 160,000 | $7.20M | 1.63% | −10,000−5.9% | Reduced |
| Swiss National Bank | 150,900 | $6.79M | 0.00% | +5,300+3.6% | Added |
| Castleark Management LLC | 140,990 | $6.34M | 0.29% | +140,990 | New |
| Citadel Advisors LLC | 122,310 | $5.50M | 0.01% | −149,295−55.0% | Reduced |
| First Eagle Investment Management, LLC | 116,137 | $5.23M | 0.01% | +26,500+29.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 110,588 | $4.98M | 0.07% | +59,036+114.5% | Added |
| Trexquant Investment LP | 110,239 | $4.96M | 0.13% | −30,826−21.9% | Reduced |
| Hillsdale Investment Management Inc. | 109,580 | $4.93M | 0.45% | +109,580 | New |
| Redwood Investments, LLC | 108,818 | $4.90M | 0.60% | +108,818 | New |
| Man Group plc | 104,972 | $4.72M | 0.01% | – | – |
| Intrinsic Edge Capital Management LLC | 100,000 | $4.50M | 0.35% | +100,000 | New |
| TD Asset Management Inc | 99,071 | $4.46M | 0.01% | +37,080+59.8% | Added |
| Credit Suisse AG | 98,129 | $4.41M | 0.00% | +10,964+12.6% | Added |
| Manufacturers Life Insurance Company, The | 97,251 | $4.38M | 0.00% | +26,974+38.4% | Added |
| State of Wisconsin Investment Board | 96,754 | $4.35M | 0.01% | −3,014−3.0% | Reduced |
| Barclays PLC | 95,005 | $4.27M | 0.00% | +43,035+82.8% | Added |
| Rhumbline Advisers | 90,345 | $4.06M | 0.00% | +18,944+26.5% | Added |
| Marshall Wace, LLP | 89,985 | $4.05M | 0.01% | +89,985 | New |
| New York State Common Retirement Fund | 89,325 | $4.02M | 0.01% | +62,999+239.3% | Added |
| Tudor Investment Corp Et Al | 87,094 | $3.92M | 0.06% | +87,094 | New |
| California State Teachers Retirement System | 83,460 | $3.75M | 0.01% | +5,082+6.5% | Added |
| Thornburg Investment Management Inc | 69,408 | $3.12M | 0.05% | +69,408 | New |
| Holocene Advisors, LP | 67,002 | $3.01M | 0.01% | +67,002 | New |
| Lombard Odier Asset Management (Switzerland) SA | 66,776 | $3.00M | 0.43% | +66,776 | New |
| Legal & General Group Plc | 64,004 | $2.88M | 0.00% | +8,548+15.4% | Added |
| State of New Jersey Common Pension Fund D | 63,923 | $2.88M | 0.01% | −3,582−5.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 62,493 | $2.81M | 0.06% | +25,987+71.2% | Added |
| Deutsche Bank AG | 61,398 | $2.76M | 0.00% | −5,486−8.2% | Reduced |
| Royal Bank of Canada | 61,194 | $2.75M | 0.00% | +4,525+8.0% | Added |
| Raymond James & Associates | 60,452 | $2.72M | 0.00% | −1,593−2.6% | Reduced |
| Tranquility Partners, LLC | 57,700 | $2.60M | 1.12% | +4,030+7.5% | Added |
| Chase Investment Counsel Corp | 51,987 | $2.34M | 1.18% | +51,987 | New |
| UBS Group AG | 49,451 | $2.22M | 0.00% | +38,886+368.1% | Added |
| Two Sigma Investments, LP | 46,300 | $2.08M | 0.01% | +3,300+7.7% | Added |
| Alberta Investment Management Corp | 45,388 | $2.04M | 0.02% | +45,388 | New |
| Jane Street Group, LLC | 41,107 | $1.85M | 0.00% | +32,676+387.6% | Added |
| MetLife Investment Management | 35,600 | $1.60M | 0.01% | +8,978+33.7% | Added |
| Wells Fargo & Company | 34,438 | $1.55M | 0.00% | +19,868+136.4% | Added |
| American International Group, Inc. | 32,507 | $1.46M | 0.01% | +7,680+30.9% | Added |
| Janus Henderson Group PLC | 30,988 | $1.39M | 0.00% | +81+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 30,187 | $1.36M | 0.00% | +7,885+35.4% | Added |
| SEI Investments Co | 27,117 | $1.22M | 0.00% | −4,237−13.5% | Reduced |
| Voya Investment Management LLC | 26,550 | $1.19M | 0.00% | +7,452+39.0% | Added |
| Wesbanco Bank Inc | 25,663 | $1.16M | 0.05% | +9,008+54.1% | Added |
| Citigroup Inc | 22,750 | $1.02M | 0.00% | +16,347+255.3% | Added |
| Premier Fund Managers Ltd | 22,494 | $1.01M | 0.04% | +22,494 | New |
| Dark Forest Capital Management LP | 22,489 | $1.01M | 0.10% | +21,955+4,111.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,424 | $963.9K | 0.10% | +21,424 | New |
| Wolverine Asset Management LLC | 19,625 | $882.9K | 0.02% | −15,859−44.7% | Reduced |
| Arizona State Retirement System | 19,469 | $875.9K | 0.01% | −69−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 19,173 | $862.6K | 0.00% | +8,640+82.0% | Added |
| BNP Paribas Arbitrage, SA | 18,460 | $830.5K | 0.00% | −18,190−49.6% | Reduced |
| Summit Global Investments | 18,252 | $821.0K | 0.05% | +18,252 | New |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $703.3K | 0.34% | 00.0% | Unchanged |
| Legato Capital Management LLC | 15,595 | $701.6K | 0.09% | +15,595 | New |
| Capula Management Ltd | 15,240 | $685.6K | 0.08% | +15,240 | New |
| Oracle Investment Management Inc | 15,000 | $674.9K | 0.64% | +15,000 | New |
| Franklin Resources Inc | 14,848 | $668.0K | 0.00% | +14,848 | New |
| Group One Trading, L.P. | 14,347 | $645.5K | 0.03% | +14,247+14,247.0% | Added |