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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 2 | $0 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 10 | $450 | 0.00% | −9−47.4% | Reduced |
| Disciplined Investments, LLC | 12 | $540 | 0.00% | +9+300.0% | Added |
| AdvisorNet Financial, Inc | 13 | $585 | 0.00% | +10+333.3% | Added |
| SJS Investment Consulting Inc. | 18 | $810 | 0.00% | +13+260.0% | Added |
| JFS Wealth Advisors, LLC | 30 | $1.35K | 0.00% | +23+328.6% | Added |
| National Bank of Canada | 35 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $1.67K | 0.00% | +22+146.7% | Added |
| Hexagon Capital Partners LLC | 56 | $2.52K | 0.00% | −21−27.3% | Reduced |
| Denali Advisors LLC | 56 | $2.52K | 0.00% | −15−21.1% | Reduced |
| ClariVest Asset Management LLC | 71 | $3.00K | 0.00% | +71 | New |
| CWM, LLC | 96 | $4.00K | 0.00% | +75+357.1% | Added |
| Lindbrook Capital, LLC | 103 | $4.63K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 154 | $6.93K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 247 | $11.0K | 0.01% | −2−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 533 | $24.0K | 0.00% | +65+13.9% | Added |
| Lazard Asset Management LLC | 619 | $27.0K | 0.00% | +619 | New |
| Allspring Global Investments Holdings, LLC | 712 | $32.0K | 0.00% | −757−51.5% | Reduced |
| Tower Research Capital LLC (TRC) | 755 | $34.0K | 0.00% | −474−38.6% | Reduced |
| Harbor Capital Advisors, Inc. | 818 | $36.8K | 0.01% | +818 | New |
| Pinebridge Investments, L.P. | 838 | $37.7K | 0.00% | +838 | New |
| Stonebridge Capital Advisors LLC | 1,000 | $45.0K | 0.00% | +1,000 | New |
| Quadrant Capital Group LLC | 1,393 | $62.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,500 | $67.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,518 | $68.3K | 0.02% | −1,322−46.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,735 | $78.1K | 0.00% | +681+64.6% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $90.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,100 | $94.0K | 0.00% | +2,100 | New |
| Advisor Group Holdings, Inc. | 2,445 | $109.8K | 0.00% | −19−0.8% | Reduced |
| US Bancorp | 2,479 | $111.5K | 0.00% | −15−0.6% | Reduced |
| Amundi | 2,611 | $114.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 3,015 | $135.6K | 0.01% | −1,455−32.6% | Reduced |
| Great West Life Assurance Co | 3,094 | $140.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,689 | $166.0K | 0.01% | +981+36.2% | Added |
| PEAK6 Investments LLC | 3,914 | $176.1K | 0.02% | +3,914 | New |
| Salem Investment Counselors Inc | 4,350 | $195.7K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,400 | $198.0K | 0.01% | +4,400 | New |
| Winton Group Ltd | 4,546 | $204.5K | 0.02% | +4,546 | New |
| Verition Fund Management LLC | 4,962 | $223.2K | 0.00% | +4,962 | New |
| Centiva Capital, LP | 5,196 | $233.8K | 0.01% | +5,196 | New |
| Teacher Retirement System of Texas | 5,236 | $236.0K | 0.00% | −5,187−49.8% | Reduced |
| Jefferies Financial Group Inc. | 5,455 | $245.4K | 0.01% | +5,455 | New |
| Ameritas Investment Partners, Inc. | 5,577 | $250.9K | 0.01% | +1,446+35.0% | Added |
| Quantamental Technologies LLC | 5,906 | $265.7K | 0.11% | +5,906 | New |
| Watershed Asset Management, L.L.C. | 6,125 | $275.6K | 0.34% | −1,879−23.5% | Reduced |
| Jump Financial, LLC | 6,186 | $278.3K | 0.01% | +6,186 | New |
| Pictet Asset Management SA | 6,631 | $298.3K | 0.00% | −1,401−17.4% | Reduced |
| CWM Advisors, LLC | 6,956 | $312.9K | 0.04% | −947−12.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,083 | $319.0K | 0.00% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 7,352 | $330.8K | 0.10% | +53+0.7% | Added |
| Principal Financial Group Inc | 7,879 | $354.5K | 0.00% | +7,879 | New |
| Handelsbanken Fonder AB | 7,900 | $355.0K | 0.00% | 00.0% | Unchanged |
| Connacht Asset Management LP | 8,117 | $365.2K | 1.24% | +560+7.4% | Added |
| Captrust Financial Advisors | 8,127 | $365.6K | 0.00% | +73+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 8,200 | $368.9K | 0.00% | +8,200 | New |
| Occudo Quantitative Strategies LP | 8,356 | $375.9K | 0.04% | +8,356 | New |
| ProShare Advisors LLC | 8,784 | $395.2K | 0.00% | +2,729+45.1% | Added |
| Los Angeles Capital Management LLC | 8,786 | $395.3K | 0.00% | +169+2.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,119 | $410.3K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 9,185 | $413.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 9,247 | $416.0K | 0.00% | +2,259+32.3% | Added |
| Virginia Retirement Systems Et Al | 9,700 | $436.4K | 0.00% | −2,000−17.1% | Reduced |
| Oppenheimer & Co Inc | 10,835 | $487.5K | 0.01% | +10,835 | New |
| GWM Advisors LLC | 11,012 | $495.4K | 0.01% | +11,012 | New |
| Natixis Advisors, L.P. | 11,033 | $496.0K | 0.00% | +173+1.6% | Added |
| Envestnet Asset Management Inc | 11,547 | $519.5K | 0.00% | +1,752+17.9% | Added |
| Assenagon Asset Management S.A. | 14,019 | $630.7K | 0.00% | −26,499−65.4% | Reduced |
| Zacks Investment Management | 14,188 | $638.3K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 14,347 | $645.5K | 0.03% | +14,247+14,247.0% | Added |
| Franklin Resources Inc | 14,848 | $668.0K | 0.00% | +14,848 | New |
| Oracle Investment Management Inc | 15,000 | $674.9K | 0.64% | +15,000 | New |
| Capula Management Ltd | 15,240 | $685.6K | 0.08% | +15,240 | New |
| Legato Capital Management LLC | 15,595 | $701.6K | 0.09% | +15,595 | New |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $703.3K | 0.34% | 00.0% | Unchanged |
| Summit Global Investments | 18,252 | $821.0K | 0.05% | +18,252 | New |
| BNP Paribas Arbitrage, SA | 18,460 | $830.5K | 0.00% | −18,190−49.6% | Reduced |
| State Board of Administration of Florida Retirement System | 19,173 | $862.6K | 0.00% | +8,640+82.0% | Added |
| Arizona State Retirement System | 19,469 | $875.9K | 0.01% | −69−0.4% | Reduced |
| Wolverine Asset Management LLC | 19,625 | $882.9K | 0.02% | −15,859−44.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,424 | $963.9K | 0.10% | +21,424 | New |
| Dark Forest Capital Management LP | 22,489 | $1.01M | 0.10% | +21,955+4,111.4% | Added |
| Premier Fund Managers Ltd | 22,494 | $1.01M | 0.04% | +22,494 | New |
| Citigroup Inc | 22,750 | $1.02M | 0.00% | +16,347+255.3% | Added |
| Wesbanco Bank Inc | 25,663 | $1.16M | 0.05% | +9,008+54.1% | Added |
| Voya Investment Management LLC | 26,550 | $1.19M | 0.00% | +7,452+39.0% | Added |
| SEI Investments Co | 27,117 | $1.22M | 0.00% | −4,237−13.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,187 | $1.36M | 0.00% | +7,885+35.4% | Added |
| Janus Henderson Group PLC | 30,988 | $1.39M | 0.00% | +81+0.3% | Added |
| American International Group, Inc. | 32,507 | $1.46M | 0.01% | +7,680+30.9% | Added |
| Wells Fargo & Company | 34,438 | $1.55M | 0.00% | +19,868+136.4% | Added |
| MetLife Investment Management | 35,600 | $1.60M | 0.01% | +8,978+33.7% | Added |
| Jane Street Group, LLC | 41,107 | $1.85M | 0.00% | +32,676+387.6% | Added |
| Alberta Investment Management Corp | 45,388 | $2.04M | 0.02% | +45,388 | New |
| Two Sigma Investments, LP | 46,300 | $2.08M | 0.01% | +3,300+7.7% | Added |
| UBS Group AG | 49,451 | $2.22M | 0.00% | +38,886+368.1% | Added |
| Chase Investment Counsel Corp | 51,987 | $2.34M | 1.18% | +51,987 | New |
| Tranquility Partners, LLC | 57,700 | $2.60M | 1.12% | +4,030+7.5% | Added |
| Raymond James & Associates | 60,452 | $2.72M | 0.00% | −1,593−2.6% | Reduced |
| Royal Bank of Canada | 61,194 | $2.75M | 0.00% | +4,525+8.0% | Added |
| Deutsche Bank AG | 61,398 | $2.76M | 0.00% | −5,486−8.2% | Reduced |