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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 14,188 | $638.3K | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 14,019 | $630.7K | 0.00% | −26,499−65.4% | Reduced |
| Envestnet Asset Management Inc | 11,547 | $519.5K | 0.00% | +1,752+17.9% | Added |
| Natixis Advisors, L.P. | 11,033 | $496.0K | 0.00% | +173+1.6% | Added |
| GWM Advisors LLC | 11,012 | $495.4K | 0.01% | +11,012 | New |
| Oppenheimer & Co Inc | 10,835 | $487.5K | 0.01% | +10,835 | New |
| Virginia Retirement Systems Et Al | 9,700 | $436.4K | 0.00% | −2,000−17.1% | Reduced |
| Amalgamated Bank | 9,247 | $416.0K | 0.00% | +2,259+32.3% | Added |
| Ameriprise Financial Inc | 9,185 | $413.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,119 | $410.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 8,786 | $395.3K | 0.00% | +169+2.0% | Added |
| ProShare Advisors LLC | 8,784 | $395.2K | 0.00% | +2,729+45.1% | Added |
| Occudo Quantitative Strategies LP | 8,356 | $375.9K | 0.04% | +8,356 | New |
| Schonfeld Strategic Advisors LLC | 8,200 | $368.9K | 0.00% | +8,200 | New |
| Captrust Financial Advisors | 8,127 | $365.6K | 0.00% | +73+0.9% | Added |
| Connacht Asset Management LP | 8,117 | $365.2K | 1.24% | +560+7.4% | Added |
| Handelsbanken Fonder AB | 7,900 | $355.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 7,879 | $354.5K | 0.00% | +7,879 | New |
| Great Point Wealth Advisors, LLC | 7,352 | $330.8K | 0.10% | +53+0.7% | Added |
| Public Employees Retirement Association of Colorado | 7,083 | $319.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,956 | $312.9K | 0.04% | −947−12.0% | Reduced |
| Pictet Asset Management SA | 6,631 | $298.3K | 0.00% | −1,401−17.4% | Reduced |
| Jump Financial, LLC | 6,186 | $278.3K | 0.01% | +6,186 | New |
| Watershed Asset Management, L.L.C. | 6,125 | $275.6K | 0.34% | −1,879−23.5% | Reduced |
| Quantamental Technologies LLC | 5,906 | $265.7K | 0.11% | +5,906 | New |
| Ameritas Investment Partners, Inc. | 5,577 | $250.9K | 0.01% | +1,446+35.0% | Added |
| Jefferies Financial Group Inc. | 5,455 | $245.4K | 0.01% | +5,455 | New |
| Teacher Retirement System of Texas | 5,236 | $236.0K | 0.00% | −5,187−49.8% | Reduced |
| Centiva Capital, LP | 5,196 | $233.8K | 0.01% | +5,196 | New |
| Verition Fund Management LLC | 4,962 | $223.2K | 0.00% | +4,962 | New |
| Winton Group Ltd | 4,546 | $204.5K | 0.02% | +4,546 | New |
| Aquatic Capital Management LLC | 4,400 | $198.0K | 0.01% | +4,400 | New |
| Salem Investment Counselors Inc | 4,350 | $195.7K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,914 | $176.1K | 0.02% | +3,914 | New |
| Metropolitan Life Insurance Co | 3,689 | $166.0K | 0.01% | +981+36.2% | Added |
| Great West Life Assurance Co | 3,094 | $140.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 3,015 | $135.6K | 0.01% | −1,455−32.6% | Reduced |
| Amundi | 2,611 | $114.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,479 | $111.5K | 0.00% | −15−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,445 | $109.8K | 0.00% | −19−0.8% | Reduced |
| STRS Ohio | 2,100 | $94.0K | 0.00% | +2,100 | New |
| Pinnacle Financial Partners Inc | 2,000 | $90.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,735 | $78.1K | 0.00% | +681+64.6% | Added |
| State of Wyoming | 1,518 | $68.3K | 0.02% | −1,322−46.5% | Reduced |
| Fifth Third Bancorp | 1,500 | $67.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $62.7K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,000 | $45.0K | 0.00% | +1,000 | New |
| Pinebridge Investments, L.P. | 838 | $37.7K | 0.00% | +838 | New |
| Harbor Capital Advisors, Inc. | 818 | $36.8K | 0.01% | +818 | New |
| Tower Research Capital LLC (TRC) | 755 | $34.0K | 0.00% | −474−38.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 712 | $32.0K | 0.00% | −757−51.5% | Reduced |
| Lazard Asset Management LLC | 619 | $27.0K | 0.00% | +619 | New |
| The PNC Financial Services Group, Inc. | 533 | $24.0K | 0.00% | +65+13.9% | Added |
| Covestor Ltd | 247 | $11.0K | 0.01% | −2−0.8% | Reduced |
| Parallel Advisors, LLC | 154 | $6.93K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 103 | $4.63K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 96 | $4.00K | 0.00% | +75+357.1% | Added |
| ClariVest Asset Management LLC | 71 | $3.00K | 0.00% | +71 | New |
| 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 |
| Bell Investment Advisors, Inc | 37 | $1.67K | 0.00% | +22+146.7% | Added |
| National Bank of Canada | 35 | $1.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $1.35K | 0.00% | +23+328.6% | Added |
| SJS Investment Consulting Inc. | 18 | $810 | 0.00% | +13+260.0% | Added |
| AdvisorNet Financial, Inc | 13 | $585 | 0.00% | +10+333.3% | Added |
| Disciplined Investments, LLC | 12 | $540 | 0.00% | +9+300.0% | Added |
| Manchester Capital Management LLC | 10 | $450 | 0.00% | −9−47.4% | Reduced |
| Ronald Blue Trust, Inc. | 2 | $0 | 0.00% | +2 | New |
| 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 |