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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $457.2K | 0.23% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 15,609 | $456.6K | 0.10% | +15,609 | New |
| Franklin Resources Inc | 14,848 | $434.3K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 14,188 | $415.0K | 0.01% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 13,961 | $409.0K | 0.02% | −8,533−37.9% | Reduced |
| XTX Topco Ltd | 12,717 | $372.0K | 0.06% | +12,717 | New |
| HSBC Holdings PLC | 12,390 | $361.5K | 0.00% | +12,390 | New |
| Captrust Financial Advisors | 12,151 | $355.4K | 0.00% | +4,024+49.5% | Added |
| Cantor Fitzgerald, L. P. | 10,820 | $316.5K | 0.01% | +10,820 | New |
| Natixis Advisors, L.P. | 10,801 | $316.0K | 0.00% | −232−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,506 | $307.3K | 0.00% | +1,387+15.2% | Added |
| Amalgamated Bank | 9,948 | $291.0K | 0.00% | +701+7.6% | Added |
| Caption Management, LLC | 9,475 | $277.1K | 0.04% | +9,475 | New |
| Los Angeles Capital Management LLC | 9,145 | $267.5K | 0.00% | +359+4.1% | Added |
| Man Group plc | – | $267.0K | 0.00% | – | – |
| ProShare Advisors LLC | 8,774 | $256.6K | 0.00% | −10−0.1% | Reduced |
| Petrus Trust Company, LTA | 8,661 | $253.3K | 0.03% | +8,661 | New |
| Mirabella Financial Services LLP | 8,260 | $241.6K | 0.03% | +8,260 | New |
| Winton Group Ltd | 8,001 | $234.0K | 0.02% | +3,455+76.0% | Added |
| Handelsbanken Fonder AB | 7,900 | $231.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,766 | $227.2K | 0.00% | +7,766 | New |
| Great Point Wealth Advisors, LLC | 7,361 | $215.3K | 0.06% | +9+0.1% | Added |
| Principal Financial Group Inc | 7,340 | $214.7K | 0.00% | −539−6.8% | Reduced |
| Aquatic Capital Management LLC | 7,100 | $208.0K | 0.01% | +2,700+61.4% | Added |
| Public Employees Retirement Association of Colorado | 7,083 | $207.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,853 | $200.4K | 0.03% | −1,503−18.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,710 | $196.3K | 0.01% | +1,133+20.3% | Added |
| Great West Life Assurance Co | 6,094 | $178.0K | 0.00% | +3,000+97.0% | Added |
| Metropolitan Life Insurance Co | 3,893 | $113.9K | 0.01% | +204+5.5% | Added |
| Group One Trading, L.P. | 3,496 | $102.3K | 0.00% | −10,851−75.6% | Reduced |
| US Bancorp | 3,071 | $89.8K | 0.00% | +592+23.9% | Added |
| Mesirow Institutional Investment Management, Inc. | 3,015 | $88.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,945 | $86.1K | 0.00% | +1,210+69.7% | Added |
| Advisor Group Holdings, Inc. | 2,860 | $83.7K | 0.00% | +415+17.0% | Added |
| Tower Research Capital LLC (TRC) | 2,668 | $78.0K | 0.00% | +1,913+253.4% | Added |
| Walleye Trading LLC | 2,666 | $78.0K | 0.00% | +2,666 | New |
| Pinnacle Financial Partners Inc | 2,000 | $58.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,900 | $55.6K | 0.00% | +1,900 | New |
| KBC Group NV | 1,593 | $47.0K | 0.00% | +1,593 | New |
| Comerica Bank | 1,408 | $41.2K | 0.00% | +1,408 | New |
| Quadrant Capital Group LLC | 1,393 | $40.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 1,075 | $31.4K | 0.00% | −21,675−95.3% | Reduced |
| Stonebridge Capital Advisors LLC | 1,000 | $29.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 603 | $17.6K | 0.00% | −48,848−98.8% | Reduced |
| Salem Investment Counselors Inc | 500 | $14.6K | 0.00% | −3,850−88.5% | Reduced |
| The PNC Financial Services Group, Inc. | 454 | $13.3K | 0.00% | −79−14.8% | Reduced |
| SRS Capital Advisors, Inc. | 300 | $8.78K | 0.00% | +300 | New |
| Covestor Ltd | 246 | $7.00K | 0.01% | −1−0.4% | Reduced |
| First Horizon Advisors, Inc. | 225 | $6.58K | 0.00% | +225 | New |
| Parallel Advisors, LLC | 154 | $4.50K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 135 | $3.95K | 0.00% | +79+141.1% | Added |
| Denali Advisors LLC | 115 | $3.36K | 0.00% | +59+105.4% | Added |
| Lindbrook Capital, LLC | 109 | $3.19K | 0.00% | +6+5.8% | Added |
| ClariVest Asset Management LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 21 | $1.00K | 0.00% | −75−78.1% | Reduced |
| SJS Investment Consulting Inc. | 12 | $351 | 0.00% | −6−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $322 | 0.00% | −19−63.3% | Reduced |
| Manchester Capital Management LLC | 10 | $293 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $263 | 0.00% | −4−30.8% | Reduced |
| Allworth Financial LP | 4 | $117 | 0.00% | +4 | New |
| Global Retirement Partners, LLC | 3 | $82 | 0.00% | +3 | New |
| Steward Financial Group LLC | 33 | $0 | 0.00% | +33 | New |
| 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 |