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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 33 | $0 | 0.00% | +33 | New |
| Global Retirement Partners, LLC | 3 | $82 | 0.00% | +3 | New |
| Allworth Financial LP | 4 | $117 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 9 | $263 | 0.00% | −4−30.8% | Reduced |
| Manchester Capital Management LLC | 10 | $293 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $322 | 0.00% | −19−63.3% | Reduced |
| SJS Investment Consulting Inc. | 12 | $351 | 0.00% | −6−33.3% | Reduced |
| CWM, LLC | 21 | $1.00K | 0.00% | −75−78.1% | Reduced |
| National Bank of Canada | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 109 | $3.19K | 0.00% | +6+5.8% | Added |
| Denali Advisors LLC | 115 | $3.36K | 0.00% | +59+105.4% | Added |
| Hexagon Capital Partners LLC | 135 | $3.95K | 0.00% | +79+141.1% | Added |
| Parallel Advisors, LLC | 154 | $4.50K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 225 | $6.58K | 0.00% | +225 | New |
| Covestor Ltd | 246 | $7.00K | 0.01% | −1−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 300 | $8.78K | 0.00% | +300 | New |
| The PNC Financial Services Group, Inc. | 454 | $13.3K | 0.00% | −79−14.8% | Reduced |
| Salem Investment Counselors Inc | 500 | $14.6K | 0.00% | −3,850−88.5% | Reduced |
| UBS Group AG | 603 | $17.6K | 0.00% | −48,848−98.8% | Reduced |
| Stonebridge Capital Advisors LLC | 1,000 | $29.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,075 | $31.4K | 0.00% | −21,675−95.3% | Reduced |
| Lazard Asset Management LLC | 1,348 | $39.0K | 0.00% | +729+117.8% | Added |
| DekaBank Deutsche Girozentrale | 1,348 | $39.0K | 0.00% | +1,348 | New |
| Quadrant Capital Group LLC | 1,393 | $40.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,408 | $41.2K | 0.00% | +1,408 | New |
| KBC Group NV | 1,593 | $47.0K | 0.00% | +1,593 | New |
| Signaturefd, LLC | 1,900 | $55.6K | 0.00% | +1,900 | New |
| Pinnacle Financial Partners Inc | 2,000 | $58.5K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,666 | $78.0K | 0.00% | +2,666 | New |
| Tower Research Capital LLC (TRC) | 2,668 | $78.0K | 0.00% | +1,913+253.4% | Added |
| Advisor Group Holdings, Inc. | 2,860 | $83.7K | 0.00% | +415+17.0% | Added |
| Nisa Investment Advisors, LLC | 2,945 | $86.1K | 0.00% | +1,210+69.7% | Added |
| Mesirow Institutional Investment Management, Inc. | 3,015 | $88.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,071 | $89.8K | 0.00% | +592+23.9% | Added |
| Group One Trading, L.P. | 3,496 | $102.3K | 0.00% | −10,851−75.6% | Reduced |
| Metropolitan Life Insurance Co | 3,893 | $113.9K | 0.01% | +204+5.5% | Added |
| Great West Life Assurance Co | 6,094 | $178.0K | 0.00% | +3,000+97.0% | Added |
| Ameritas Investment Partners, Inc. | 6,710 | $196.3K | 0.01% | +1,133+20.3% | Added |
| Occudo Quantitative Strategies LP | 6,853 | $200.4K | 0.03% | −1,503−18.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,083 | $207.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 7,100 | $208.0K | 0.01% | +2,700+61.4% | Added |
| Principal Financial Group Inc | 7,340 | $214.7K | 0.00% | −539−6.8% | Reduced |
| Great Point Wealth Advisors, LLC | 7,361 | $215.3K | 0.06% | +9+0.1% | Added |
| Pictet Asset Management Holding SA | 7,766 | $227.2K | 0.00% | +7,766 | New |
| Handelsbanken Fonder AB | 7,900 | $231.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 8,001 | $234.0K | 0.02% | +3,455+76.0% | Added |
| Mirabella Financial Services LLP | 8,260 | $241.6K | 0.03% | +8,260 | New |
| Petrus Trust Company, LTA | 8,661 | $253.3K | 0.03% | +8,661 | New |
| ProShare Advisors LLC | 8,774 | $256.6K | 0.00% | −10−0.1% | Reduced |
| Man Group plc | – | $267.0K | 0.00% | – | – |
| Los Angeles Capital Management LLC | 9,145 | $267.5K | 0.00% | +359+4.1% | Added |
| Caption Management, LLC | 9,475 | $277.1K | 0.04% | +9,475 | New |
| Amalgamated Bank | 9,948 | $291.0K | 0.00% | +701+7.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,506 | $307.3K | 0.00% | +1,387+15.2% | Added |
| Natixis Advisors, L.P. | 10,801 | $316.0K | 0.00% | −232−2.1% | Reduced |
| Cantor Fitzgerald, L. P. | 10,820 | $316.5K | 0.01% | +10,820 | New |
| Captrust Financial Advisors | 12,151 | $355.4K | 0.00% | +4,024+49.5% | Added |
| HSBC Holdings PLC | 12,390 | $361.5K | 0.00% | +12,390 | New |
| XTX Topco Ltd | 12,717 | $372.0K | 0.06% | +12,717 | New |
| Premier Fund Managers Ltd | 13,961 | $409.0K | 0.02% | −8,533−37.9% | Reduced |
| Zacks Investment Management | 14,188 | $415.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,848 | $434.3K | 0.00% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 15,609 | $456.6K | 0.10% | +15,609 | New |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $457.2K | 0.23% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 15,979 | $467.4K | 0.01% | +10,524+192.9% | Added |
| Jump Financial, LLC | 16,229 | $474.7K | 0.02% | +10,043+162.4% | Added |
| Inspire Advisors, LLC | 17,046 | $498.6K | 0.09% | +17,046 | New |
| Wolverine Asset Management LLC | 17,268 | $505.1K | 0.01% | −2,357−12.0% | Reduced |
| Millennium Management LLC | 17,871 | $522.7K | 0.00% | +17,871 | New |
| CWM Advisors, LLC | 18,103 | $529.5K | 0.07% | +11,147+160.3% | Added |
| State Board of Administration of Florida Retirement System | 19,273 | $563.7K | 0.00% | +100+0.5% | Added |
| Envestnet Asset Management Inc | 19,473 | $569.6K | 0.00% | +7,926+68.6% | Added |
| ExodusPoint Capital Management, LP | 19,773 | $578.0K | 0.01% | +19,773 | New |
| Arizona State Retirement System | 19,806 | $579.3K | 0.00% | +337+1.7% | Added |
| Aigen Investment Management, LP | 19,878 | $581.4K | 0.11% | +19,878 | New |
| Virginia Retirement Systems Et Al | 22,200 | $649.4K | 0.01% | +12,500+128.9% | Added |
| Citadel Advisors LLC | 23,776 | $695.4K | 0.00% | −98,534−80.6% | Reduced |
| Wesbanco Bank Inc | 25,663 | $750.6K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 26,819 | $784.5K | 0.00% | +269+1.0% | Added |
| New York State Common Retirement Fund | 27,211 | $795.9K | 0.00% | −62,114−69.5% | Reduced |
| Wells Fargo & Company | 28,556 | $835.3K | 0.00% | −5,882−17.1% | Reduced |
| Qube Research & Technologies Ltd | 29,500 | $862.9K | 0.00% | +29,500 | New |
| Mirae Asset Global Investments Co., Ltd. | 30,187 | $883.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 31,019 | $907.6K | 0.00% | +31+0.1% | Added |
| Assenagon Asset Management S.A. | 32,657 | $955.2K | 0.00% | +18,638+132.9% | Added |
| American International Group, Inc. | 33,707 | $985.9K | 0.01% | +1,200+3.7% | Added |
| Dark Forest Capital Management LP | 33,999 | $994.5K | 0.08% | +11,510+51.2% | Added |
| Jane Street Group, LLC | 35,271 | $1.03M | 0.00% | −5,836−14.2% | Reduced |
| MetLife Investment Management | 35,600 | $1.04M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 35,806 | $1.05M | 0.01% | +35,806 | New |
| Balyasny Asset Management LLC | 38,752 | $1.13M | 0.00% | −186,783−82.8% | Reduced |
| Walleye Capital LLC | 39,486 | $1.15M | 0.02% | +39,486 | New |
| Quantbot Technologies LP | 39,918 | $1.17M | 0.08% | +39,918 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 40,295 | $1.18M | 0.01% | +40,295 | New |
| Two Sigma Investments, LP | 43,000 | $1.26M | 0.00% | −3,300−7.1% | Reduced |
| SG Americas Securities, LLC | 44,682 | $1.31M | 0.02% | +44,682 | New |
| Alberta Investment Management Corp | 45,388 | $1.33M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 48,480 | $1.42M | 0.00% | +39,295+427.8% | Added |
| HRT Financial LP | 51,542 | $1.51M | 0.02% | +51,542 | New |