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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 57,700 | $1.69M | 0.72% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 59,048 | $1.73M | 0.03% | −51,540−46.6% | Reduced |
| Raymond James & Associates | 61,188 | $1.79M | 0.00% | +736+1.2% | Added |
| Royal Bank of Canada | 65,630 | $1.92M | 0.00% | +4,436+7.2% | Added |
| Legal & General Group Plc | 68,198 | $1.99M | 0.00% | +4,194+6.6% | Added |
| State of New Jersey Common Pension Fund D | 69,016 | $2.02M | 0.01% | +5,093+8.0% | Added |
| SEI Investments Co | 69,818 | $2.04M | 0.00% | +42,701+157.5% | Added |
| Deutsche Bank AG | 72,810 | $2.13M | 0.00% | +11,412+18.6% | Added |
| California State Teachers Retirement System | 76,444 | $2.24M | 0.00% | −7,016−8.4% | Reduced |
| Cannell Peter B & Co Inc | 84,970 | $2.49M | 0.09% | +84,970 | New |
| Thornburg Investment Management Inc | 87,468 | $2.56M | 0.04% | +18,060+26.0% | Added |
| State of Wisconsin Investment Board | 95,747 | $2.80M | 0.01% | −1,007−1.0% | Reduced |
| Rhumbline Advisers | 95,936 | $2.81M | 0.00% | +5,591+6.2% | Added |
| Credit Suisse AG | 96,220 | $2.81M | 0.00% | −1,909−1.9% | Reduced |
| Hillsdale Investment Management Inc. | 109,630 | $3.21M | 0.29% | +500.0% | Added |
| Castleark Management LLC | 116,020 | $3.39M | 0.17% | −24,970−17.7% | Reduced |
| Manufacturers Life Insurance Company, The | 117,245 | $3.43M | 0.00% | +19,994+20.6% | Added |
| Holocene Advisors, LP | 133,865 | $3.92M | 0.02% | +66,863+99.8% | Added |
| Clough Capital Partners L P | 137,903 | $4.03M | 0.43% | −63,900−31.7% | Reduced |
| 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 |
| Swiss National Bank | 152,900 | $4.47M | 0.00% | +2,000+1.3% | Added |
| Alliancebernstein L.P. | 164,559 | $4.81M | 0.00% | −44,109−21.1% | Reduced |
| Dimension Capital Management LLC | 167,098 | $4.89M | 1.14% | +5,871+3.6% | Added |
| Tudor Investment Corp Et Al | 167,432 | $4.90M | 0.07% | +80,338+92.2% | Added |
| Sivik Global Healthcare LLC | 175,000 | $5.12M | 2.59% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 187,788 | $5.49M | 0.01% | +187,076+26,274.7% | Added |
| Segall Bryant & Hamill, LLC | 195,003 | $5.70M | 0.07% | −1,257−0.6% | Reduced |
| Eagle Asset Management Inc | 195,709 | $5.72M | 0.03% | +18,618+10.5% | Added |
| First Eagle Investment Management, LLC | 197,131 | $5.77M | 0.02% | +80,994+69.7% | Added |
| BNP Paribas Arbitrage, SA | 204,419 | $5.98M | 0.01% | +185,959+1,007.4% | Added |
| TD Asset Management Inc | 207,982 | $6.08M | 0.01% | +108,911+109.9% | Added |
| Pier Capital, LLC | 221,891 | $6.49M | 1.05% | −48,823−18.0% | Reduced |
| Point72 Asset Management, L.P. | 226,989 | $6.64M | 0.02% | −1,394,615−86.0% | Reduced |
| Morgan Stanley | 244,629 | $7.16M | 0.00% | −99,515−28.9% | Reduced |
| Nuveen Asset Management, LLC | 252,049 | $7.37M | 0.00% | −172,974−40.7% | Reduced |
| Barclays PLC | 289,663 | $8.47M | 0.01% | +194,658+204.9% | Added |
| Bank of America Corp | 291,349 | $8.52M | 0.00% | −21,842−7.0% | Reduced |
| JPMorgan Chase & Co | 300,087 | $8.78M | 0.00% | −17,382−5.5% | Reduced |
| Kennedy Capital Management, Inc. | 306,029 | $8.95M | 0.22% | +127,008+70.9% | Added |
| Bank of New York Mellon Corp | 317,983 | $9.30M | 0.00% | +18,900+6.3% | Added |
| Redwood Investments, LLC | 346,788 | $10.1M | 1.37% | +237,970+218.7% | Added |
| UBS Asset Management Americas Inc | 397,364 | $11.6M | 0.01% | +9,519+2.5% | Added |
| WCM Investment Management, LLC | 466,380 | $13.6M | 0.04% | +48,722+11.7% | Added |
| Susquehanna International Group, LLP | 535,275 | $15.7M | 0.02% | +29,613+5.9% | Added |
| Charles Schwab Investment Management Inc | 539,473 | $15.8M | 0.00% | +24,645+4.8% | Added |
| Victory Capital Management Inc | 564,080 | $16.5M | 0.02% | −15,819−2.7% | Reduced |
| Northern Trust Corp | 684,239 | $20.0M | 0.00% | −1,873−0.3% | Reduced |
| Norges Bank | 701,068 | $20.5M | 0.00% | +93,019+15.3% | Added |
| American Century Companies Inc | 888,171 | $26.0M | 0.02% | +47,935+5.7% | Added |
| Goldman Sachs Group Inc | 1,244,745 | $36.4M | 0.01% | +288,949+30.2% | Added |
| Avidity Partners Management LP | 1,338,000 | $39.1M | 1.58% | −217,000−14.0% | Reduced |
| Geode Capital Management, LLC | 1,433,809 | $41.9M | 0.00% | +19,085+1.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,460,000 | $42.7M | 0.94% | +1,460,000 | New |
| State Street Corp | 1,507,172 | $44.1M | 0.00% | +45,924+3.1% | Added |
| Price T Rowe Associates Inc | 1,556,964 | $45.5M | 0.01% | +1,921+0.1% | Added |
| Dimensional Fund Advisors LP | 1,691,066 | $49.5M | 0.02% | +260,915+18.2% | Added |
| Invesco Ltd. | 3,604,357 | $105.4M | 0.03% | +305,216+9.3% | Added |
| Clearbridge Investments, LLC | 5,277,909 | $154.4M | 0.15% | +41,557+0.8% | Added |
| Durable Capital Partners LP | 5,373,188 | $157.2M | 1.44% | 00.0% | Unchanged |
| BlackRock Inc. | 5,439,867 | $159.1M | 0.00% | +67,337+1.3% | Added |
| Vanguard Group Inc | 6,718,764 | $196.5M | 0.00% | −59,376−0.9% | Reduced |
| Wellington Management Group LLP | 8,022,700 | $234.7M | 0.05% | +1,511,396+23.2% | Added |
| FMR LLC | 18,974,832 | $555.0M | 0.05% | +16,975+0.1% | Added |
| Bain Capital Investors LLC | 58,248,249 | $1.70B | 54.55% | 00.0% | Unchanged |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −580,973−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −246,550−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −224,375−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −110,239−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −89,985−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −62,493−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −51,987−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,424−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −18,252−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −15,595−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −15,240−100.0% | Sold out |
| Oracle Investment Management Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −11,012−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −10,835−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −8,117−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −6,125−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −5,906−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,236−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,196−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,962−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |