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 |
|---|---|---|---|---|---|
| Weiss Multi-Strategy Advisers LLC | 62,493 | $2.81M | 0.06% | +25,987+71.2% | Added |
| State of New Jersey Common Pension Fund D | 63,923 | $2.88M | 0.01% | −3,582−5.3% | Reduced |
| Legal & General Group Plc | 64,004 | $2.88M | 0.00% | +8,548+15.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 66,776 | $3.00M | 0.43% | +66,776 | New |
| Holocene Advisors, LP | 67,002 | $3.01M | 0.01% | +67,002 | New |
| Thornburg Investment Management Inc | 69,408 | $3.12M | 0.05% | +69,408 | New |
| California State Teachers Retirement System | 83,460 | $3.75M | 0.01% | +5,082+6.5% | Added |
| Tudor Investment Corp Et Al | 87,094 | $3.92M | 0.06% | +87,094 | New |
| New York State Common Retirement Fund | 89,325 | $4.02M | 0.01% | +62,999+239.3% | Added |
| Marshall Wace, LLP | 89,985 | $4.05M | 0.01% | +89,985 | New |
| Rhumbline Advisers | 90,345 | $4.06M | 0.00% | +18,944+26.5% | Added |
| Barclays PLC | 95,005 | $4.27M | 0.00% | +43,035+82.8% | Added |
| State of Wisconsin Investment Board | 96,754 | $4.35M | 0.01% | −3,014−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 97,251 | $4.38M | 0.00% | +26,974+38.4% | Added |
| Credit Suisse AG | 98,129 | $4.41M | 0.00% | +10,964+12.6% | Added |
| TD Asset Management Inc | 99,071 | $4.46M | 0.01% | +37,080+59.8% | Added |
| Intrinsic Edge Capital Management LLC | 100,000 | $4.50M | 0.35% | +100,000 | New |
| Man Group plc | 104,972 | $4.72M | 0.01% | – | – |
| Redwood Investments, LLC | 108,818 | $4.90M | 0.60% | +108,818 | New |
| Hillsdale Investment Management Inc. | 109,580 | $4.93M | 0.45% | +109,580 | New |
| Trexquant Investment LP | 110,239 | $4.96M | 0.13% | −30,826−21.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 110,588 | $4.98M | 0.07% | +59,036+114.5% | Added |
| First Eagle Investment Management, LLC | 116,137 | $5.23M | 0.01% | +26,500+29.6% | Added |
| Citadel Advisors LLC | 122,310 | $5.50M | 0.01% | −149,295−55.0% | Reduced |
| Castleark Management LLC | 140,990 | $6.34M | 0.29% | +140,990 | New |
| Swiss National Bank | 150,900 | $6.79M | 0.00% | +5,300+3.6% | Added |
| Ardsley Advisory Partners LP | 160,000 | $7.20M | 1.63% | −10,000−5.9% | Reduced |
| Dimension Capital Management LLC | 161,227 | $7.25M | 1.57% | 00.0% | Unchanged |
| Sivik Global Healthcare LLC | 175,000 | $7.87M | 3.15% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 177,091 | $7.97M | 0.04% | −5,216−2.9% | Reduced |
| Kennedy Capital Management, Inc. | 179,021 | $8.05M | 0.19% | +89,245+99.4% | Added |
| Segall Bryant & Hamill, LLC | 196,260 | $8.83M | 0.09% | +908+0.5% | Added |
| Clough Capital Partners L P | 201,803 | $9.08M | 0.91% | +52,100+34.8% | Added |
| Alliancebernstein L.P. | 208,668 | $9.39M | 0.00% | +94,014+82.0% | Added |
| Lisanti Capital Growth, LLC | 224,375 | $10.1M | 1.40% | +132,545+144.3% | Added |
| Balyasny Asset Management LLC | 225,535 | $10.1M | 0.03% | +188,896+515.6% | Added |
| Adage Capital Partners GP, L.L.C. | 246,550 | $11.1M | 0.02% | +87,510+55.0% | Added |
| Integral Health Asset Management, LLC | 250,000 | $11.2M | 1.48% | +128,000+104.9% | Added |
| Pier Capital, LLC | 270,714 | $12.2M | 1.75% | +45,532+20.2% | Added |
| UBS Asset Management Americas Inc | 387,845 | $13.4M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 299,083 | $13.5M | 0.00% | +62,839+26.6% | Added |
| Bank of America Corp | 313,191 | $14.1M | 0.00% | +4,614+1.5% | Added |
| JPMorgan Chase & Co | 317,469 | $14.3M | 0.00% | +192,131+153.3% | Added |
| Morgan Stanley | 344,144 | $15.5M | 0.00% | +232,079+207.1% | Added |
| WCM Investment Management, LLC | 417,658 | $19.0M | 0.06% | +29,692+7.7% | Added |
| Nuveen Asset Management, LLC | 425,023 | $19.1M | 0.01% | −63,541−13.0% | Reduced |
| Susquehanna International Group, LLP | 505,662 | $22.7M | 0.04% | +147,410+41.1% | Added |
| Charles Schwab Investment Management Inc | 514,828 | $23.2M | 0.01% | +50,583+10.9% | Added |
| Victory Capital Management Inc | 579,899 | $26.1M | 0.03% | −185,590−24.2% | Reduced |
| Iron Triangle Partners LP | 580,973 | $26.1M | 3.58% | −234,579−28.8% | Reduced |
| Norges Bank | 608,049 | $27.4M | 0.01% | +89,007+17.1% | Added |
| Northern Trust Corp | 686,112 | $30.9M | 0.01% | +141,566+26.0% | Added |
| American Century Companies Inc | 840,236 | $37.8M | 0.03% | +415,391+97.8% | Added |
| Goldman Sachs Group Inc | 955,796 | $43.0M | 0.01% | +629,925+193.3% | Added |
| Geode Capital Management, LLC | 1,414,724 | $63.6M | 0.01% | +205,260+17.0% | Added |
| Dimensional Fund Advisors LP | 1,430,151 | $64.3M | 0.02% | +288,504+25.3% | Added |
| State Street Corp | 1,461,248 | $65.7M | 0.00% | +215,077+17.3% | Added |
| Avidity Partners Management LP | 1,555,000 | $70.0M | 2.44% | −1,800,900−53.7% | Reduced |
| Price T Rowe Associates Inc | 1,555,043 | $70.0M | 0.01% | +620,680+66.4% | Added |
| Point72 Asset Management, L.P. | 1,621,604 | $73.0M | 0.25% | −210,040−11.5% | Reduced |
| Invesco Ltd. | 3,299,141 | $148.4M | 0.04% | +405,595+14.0% | Added |
| Clearbridge Investments, LLC | 5,236,352 | $235.6M | 0.21% | −328,455−5.9% | Reduced |
| BlackRock Inc. | 5,372,530 | $241.7M | 0.01% | +1,565,138+41.1% | Added |
| Durable Capital Partners LP | 5,373,188 | $241.7M | 2.12% | −76,281−1.4% | Reduced |
| Wellington Management Group LLP | 6,511,304 | $292.9M | 0.06% | −434,968−6.3% | Reduced |
| Vanguard Group Inc | 6,778,140 | $304.9M | 0.01% | +138,238+2.1% | Added |
| FMR LLC | 18,957,857 | $852.9M | 0.07% | +53,700+0.3% | Added |
| Bain Capital Investors LLC | 58,248,249 | $2.62B | 39.31% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −791,324−100.0% | Sold out |
| Cannell Peter B & Co Inc | 0 | $0 | 0.00% | −162,210−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −55,225−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −32,354−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −15,629−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −15,145−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −12,461−100.0% | Sold out |
| Park Avenue Institutional Advisers LLC | 0 | $0 | 0.00% | −10,329−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −9,027−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,619−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,169−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,730−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,807−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,235−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −817−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |