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, Q3 2023
Institutional positions in Surgery Partners, Inc. as of Sep 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
- 165
- −2 vs. Q2 2023
- Shares held
- 134.8M
- +1.76M (+1.3%) vs. Q2 2023
- Total value
- $3.94B
- −$2.04B (−34.1%) vs. Q2 2023
- New holders
- 31
- 71 more added
- Sold out
- 33
- 41 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 58,248,249 | $1.70B | 54.55% | 00.0% | Unchanged |
| FMR LLC | 18,974,832 | $555.0M | 0.05% | +16,975+0.1% | Added |
| Wellington Management Group LLP | 8,022,700 | $234.7M | 0.05% | +1,511,396+23.2% | Added |
| Vanguard Group Inc | 6,718,764 | $196.5M | 0.00% | −59,376−0.9% | Reduced |
| BlackRock Inc. | 5,439,867 | $159.1M | 0.00% | +67,337+1.3% | Added |
| Durable Capital Partners LP | 5,373,188 | $157.2M | 1.44% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 5,277,909 | $154.4M | 0.15% | +41,557+0.8% | Added |
| Invesco Ltd. | 3,604,357 | $105.4M | 0.03% | +305,216+9.3% | Added |
| Dimensional Fund Advisors LP | 1,691,066 | $49.5M | 0.02% | +260,915+18.2% | Added |
| Price T Rowe Associates Inc | 1,556,964 | $45.5M | 0.01% | +1,921+0.1% | Added |
| State Street Corp | 1,507,172 | $44.1M | 0.00% | +45,924+3.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,460,000 | $42.7M | 0.94% | +1,460,000 | New |
| Geode Capital Management, LLC | 1,433,809 | $41.9M | 0.00% | +19,085+1.3% | Added |
| Avidity Partners Management LP | 1,338,000 | $39.1M | 1.58% | −217,000−14.0% | Reduced |
| Goldman Sachs Group Inc | 1,244,745 | $36.4M | 0.01% | +288,949+30.2% | Added |
| American Century Companies Inc | 888,171 | $26.0M | 0.02% | +47,935+5.7% | Added |
| Norges Bank | 701,068 | $20.5M | 0.00% | +93,019+15.3% | Added |
| Northern Trust Corp | 684,239 | $20.0M | 0.00% | −1,873−0.3% | Reduced |
| Victory Capital Management Inc | 564,080 | $16.5M | 0.02% | −15,819−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 539,473 | $15.8M | 0.00% | +24,645+4.8% | Added |
| Susquehanna International Group, LLP | 535,275 | $15.7M | 0.02% | +29,613+5.9% | Added |
| WCM Investment Management, LLC | 466,380 | $13.6M | 0.04% | +48,722+11.7% | Added |
| UBS Asset Management Americas Inc | 397,364 | $11.6M | 0.01% | +9,519+2.5% | Added |
| Redwood Investments, LLC | 346,788 | $10.1M | 1.37% | +237,970+218.7% | Added |
| Bank of New York Mellon Corp | 317,983 | $9.30M | 0.00% | +18,900+6.3% | Added |
| Kennedy Capital Management, Inc. | 306,029 | $8.95M | 0.22% | +127,008+70.9% | Added |
| JPMorgan Chase & Co | 300,087 | $8.78M | 0.00% | −17,382−5.5% | Reduced |
| Bank of America Corp | 291,349 | $8.52M | 0.00% | −21,842−7.0% | Reduced |
| Barclays PLC | 289,663 | $8.47M | 0.01% | +194,658+204.9% | Added |
| Nuveen Asset Management, LLC | 252,049 | $7.37M | 0.00% | −172,974−40.7% | Reduced |
| Morgan Stanley | 244,629 | $7.16M | 0.00% | −99,515−28.9% | Reduced |
| Point72 Asset Management, L.P. | 226,989 | $6.64M | 0.02% | −1,394,615−86.0% | Reduced |
| Pier Capital, LLC | 221,891 | $6.49M | 1.05% | −48,823−18.0% | Reduced |
| TD Asset Management Inc | 207,982 | $6.08M | 0.01% | +108,911+109.9% | Added |
| BNP Paribas Arbitrage, SA | 204,419 | $5.98M | 0.01% | +185,959+1,007.4% | Added |
| First Eagle Investment Management, LLC | 197,131 | $5.77M | 0.02% | +80,994+69.7% | Added |
| Eagle Asset Management Inc | 195,709 | $5.72M | 0.03% | +18,618+10.5% | Added |
| Segall Bryant & Hamill, LLC | 195,003 | $5.70M | 0.07% | −1,257−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 187,788 | $5.49M | 0.01% | +187,076+26,274.7% | Added |
| Sivik Global Healthcare LLC | 175,000 | $5.12M | 2.59% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 167,432 | $4.90M | 0.07% | +80,338+92.2% | Added |
| Dimension Capital Management LLC | 167,098 | $4.89M | 1.14% | +5,871+3.6% | Added |
| Alliancebernstein L.P. | 164,559 | $4.81M | 0.00% | −44,109−21.1% | Reduced |
| Swiss National Bank | 152,900 | $4.47M | 0.00% | +2,000+1.3% | Added |
| Ardsley Advisory Partners LP | 150,000 | $4.39M | 1.19% | −10,000−6.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 150,000 | $4.39M | 0.71% | +83,224+124.6% | Added |
| Clough Capital Partners L P | 137,903 | $4.03M | 0.43% | −63,900−31.7% | Reduced |
| Holocene Advisors, LP | 133,865 | $3.92M | 0.02% | +66,863+99.8% | Added |
| Manufacturers Life Insurance Company, The | 117,245 | $3.43M | 0.00% | +19,994+20.6% | Added |
| Castleark Management LLC | 116,020 | $3.39M | 0.17% | −24,970−17.7% | Reduced |
| Hillsdale Investment Management Inc. | 109,630 | $3.21M | 0.29% | +500.0% | Added |
| Credit Suisse AG | 96,220 | $2.81M | 0.00% | −1,909−1.9% | Reduced |
| Rhumbline Advisers | 95,936 | $2.81M | 0.00% | +5,591+6.2% | Added |
| State of Wisconsin Investment Board | 95,747 | $2.80M | 0.01% | −1,007−1.0% | Reduced |
| Thornburg Investment Management Inc | 87,468 | $2.56M | 0.04% | +18,060+26.0% | Added |
| Cannell Peter B & Co Inc | 84,970 | $2.49M | 0.09% | +84,970 | New |
| California State Teachers Retirement System | 76,444 | $2.24M | 0.00% | −7,016−8.4% | Reduced |
| Deutsche Bank AG | 72,810 | $2.13M | 0.00% | +11,412+18.6% | Added |
| SEI Investments Co | 69,818 | $2.04M | 0.00% | +42,701+157.5% | Added |
| State of New Jersey Common Pension Fund D | 69,016 | $2.02M | 0.01% | +5,093+8.0% | Added |
| Legal & General Group Plc | 68,198 | $1.99M | 0.00% | +4,194+6.6% | Added |
| Royal Bank of Canada | 65,630 | $1.92M | 0.00% | +4,436+7.2% | Added |
| Raymond James & Associates | 61,188 | $1.79M | 0.00% | +736+1.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 59,048 | $1.73M | 0.03% | −51,540−46.6% | Reduced |
| Tranquility Partners, LLC | 57,700 | $1.69M | 0.72% | 00.0% | Unchanged |
| HRT Financial LP | 51,542 | $1.51M | 0.02% | +51,542 | New |
| Ameriprise Financial Inc | 48,480 | $1.42M | 0.00% | +39,295+427.8% | Added |
| Alberta Investment Management Corp | 45,388 | $1.33M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 44,682 | $1.31M | 0.02% | +44,682 | New |
| Two Sigma Investments, LP | 43,000 | $1.26M | 0.00% | −3,300−7.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 40,295 | $1.18M | 0.01% | +40,295 | New |
| Quantbot Technologies LP | 39,918 | $1.17M | 0.08% | +39,918 | New |
| Walleye Capital LLC | 39,486 | $1.15M | 0.02% | +39,486 | New |
| Balyasny Asset Management LLC | 38,752 | $1.13M | 0.00% | −186,783−82.8% | Reduced |
| Squarepoint Ops LLC | 35,806 | $1.05M | 0.01% | +35,806 | New |
| MetLife Investment Management | 35,600 | $1.04M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 35,271 | $1.03M | 0.00% | −5,836−14.2% | Reduced |
| Dark Forest Capital Management LP | 33,999 | $994.5K | 0.08% | +11,510+51.2% | Added |
| American International Group, Inc. | 33,707 | $985.9K | 0.01% | +1,200+3.7% | Added |
| Assenagon Asset Management S.A. | 32,657 | $955.2K | 0.00% | +18,638+132.9% | Added |
| Janus Henderson Group PLC | 31,019 | $907.6K | 0.00% | +31+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 30,187 | $883.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 29,500 | $862.9K | 0.00% | +29,500 | New |
| Wells Fargo & Company | 28,556 | $835.3K | 0.00% | −5,882−17.1% | Reduced |
| New York State Common Retirement Fund | 27,211 | $795.9K | 0.00% | −62,114−69.5% | Reduced |
| Voya Investment Management LLC | 26,819 | $784.5K | 0.00% | +269+1.0% | Added |
| Wesbanco Bank Inc | 25,663 | $750.6K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 23,776 | $695.4K | 0.00% | −98,534−80.6% | Reduced |
| Virginia Retirement Systems Et Al | 22,200 | $649.4K | 0.01% | +12,500+128.9% | Added |
| Aigen Investment Management, LP | 19,878 | $581.4K | 0.11% | +19,878 | New |
| Arizona State Retirement System | 19,806 | $579.3K | 0.00% | +337+1.7% | Added |
| ExodusPoint Capital Management, LP | 19,773 | $578.0K | 0.01% | +19,773 | New |
| Envestnet Asset Management Inc | 19,473 | $569.6K | 0.00% | +7,926+68.6% | Added |
| State Board of Administration of Florida Retirement System | 19,273 | $563.7K | 0.00% | +100+0.5% | Added |
| CWM Advisors, LLC | 18,103 | $529.5K | 0.07% | +11,147+160.3% | Added |
| Millennium Management LLC | 17,871 | $522.7K | 0.00% | +17,871 | New |
| Wolverine Asset Management LLC | 17,268 | $505.1K | 0.01% | −2,357−12.0% | Reduced |
| Inspire Advisors, LLC | 17,046 | $498.6K | 0.09% | +17,046 | New |
| Jump Financial, LLC | 16,229 | $474.7K | 0.02% | +10,043+162.4% | Added |
| Jefferies Financial Group Inc. | 15,979 | $467.4K | 0.01% | +10,524+192.9% | Added |