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, Q4 2023
Institutional positions in Surgery Partners, Inc. as of Dec 31, 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
- 174
- +11 vs. Q3 2023
- Shares held
- 135.0M
- +252.6K (+0.2%) vs. Q3 2023
- Total value
- $4.32B
- +$377.3M (+9.6%) vs. Q3 2023
- New holders
- 35
- 78 more added
- Sold out
- 24
- 46 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $1.60B | 34.65% | −8,301,277−14.3% | Reduced |
| FMR LLC | 18,331,456 | $586.4M | 0.05% | −643,376−3.4% | Reduced |
| Wellington Management Group LLP | 8,318,176 | $266.1M | 0.05% | +295,476+3.7% | Added |
| Vanguard Group Inc | 7,417,609 | $237.3M | 0.01% | +698,845+10.4% | Added |
| BlackRock Inc. | 6,241,972 | $199.7M | 0.01% | +802,105+14.7% | Added |
| Clearbridge Investments, LLC | 5,525,671 | $176.8M | 0.15% | +247,762+4.7% | Added |
| Durable Capital Partners LP | 5,477,303 | $175.2M | 1.38% | +104,115+1.9% | Added |
| Jefferies Financial Group Inc. | 4,563,265 | $146.0M | 2.29% | +4,547,286+28,457.9% | Added |
| Invesco Ltd. | 3,805,039 | $121.7M | 0.03% | +200,682+5.6% | Added |
| Deerfield Management Company, L.P. (Series C) | 2,105,509 | $67.4M | 1.24% | +645,509+44.2% | Added |
| Dimensional Fund Advisors LP | 1,840,212 | $58.9M | 0.02% | +149,146+8.8% | Added |
| Geode Capital Management, LLC | 1,656,939 | $53.0M | 0.01% | +223,130+15.6% | Added |
| State Street Corp | 1,608,541 | $51.5M | 0.00% | +101,369+6.7% | Added |
| Avidity Partners Management LP | 1,165,932 | $37.3M | 1.43% | −172,068−12.9% | Reduced |
| Price T Rowe Associates Inc | 1,107,671 | $35.4M | 0.00% | −449,293−28.9% | Reduced |
| Iron Triangle Partners LP | 1,044,530 | $33.4M | 4.32% | +1,044,530 | New |
| Goldman Sachs Group Inc | 1,012,774 | $32.4M | 0.01% | −231,971−18.6% | Reduced |
| Norges Bank | 805,396 | $25.8M | 0.00% | +104,328+14.9% | Added |
| Northern Trust Corp | 768,919 | $24.6M | 0.00% | +84,680+12.4% | Added |
| ThornTree Capital Partners LP | 647,367 | $20.7M | 4.18% | +647,367 | New |
| Charles Schwab Investment Management Inc | 609,874 | $19.5M | 0.00% | +70,401+13.0% | Added |
| Victory Capital Management Inc | 565,032 | $18.1M | 0.02% | +952+0.2% | Added |
| WCM Investment Management, LLC | 505,836 | $16.3M | 0.05% | +39,456+8.5% | Added |
| UBS Asset Management Americas Inc | 495,442 | $15.8M | 0.01% | +98,078+24.7% | Added |
| Susquehanna International Group, LLP | 464,990 | $14.9M | 0.03% | −70,285−13.1% | Reduced |
| Morgan Stanley | 432,611 | $13.8M | 0.00% | +187,982+76.8% | Added |
| Kennedy Capital Management, Inc. | 418,738 | $13.4M | 0.29% | +112,709+36.8% | Added |
| American Century Companies Inc | 359,549 | $11.5M | 0.01% | −528,622−59.5% | Reduced |
| Bank of America Corp | 347,985 | $11.1M | 0.00% | +56,636+19.4% | Added |
| Maven Securities LTD | 331,955 | $10.6M | 1.21% | +331,955 | New |
| Bank of New York Mellon Corp | 324,113 | $10.4M | 0.00% | +6,130+1.9% | Added |
| BNP Paribas Arbitrage, SA | 315,083 | $10.1M | 0.02% | +110,664+54.1% | Added |
| Walleye Capital LLC | 311,265 | $9.96M | 0.14% | +271,779+688.3% | Added |
| First Eagle Investment Management, LLC | 291,374 | $9.32M | 0.02% | +94,243+47.8% | Added |
| Pier Capital, LLC | 265,486 | $8.49M | 1.21% | +43,595+19.6% | Added |
| Segall Bryant & Hamill, LLC | 256,471 | $8.20M | 0.16% | +61,468+31.5% | Added |
| Twinbeech Capital LP | 238,011 | $7.61M | 0.12% | +238,011 | New |
| JPMorgan Chase & Co | 235,259 | $7.53M | 0.00% | −64,828−21.6% | Reduced |
| Barclays PLC | 220,922 | $7.07M | 0.00% | −68,741−23.7% | Reduced |
| Nuveen Asset Management, LLC | 201,710 | $6.45M | 0.00% | −50,339−20.0% | Reduced |
| Sivik Global Healthcare LLC | 200,000 | $6.40M | 2.67% | +25,000+14.3% | Added |
| Alliancebernstein L.P. | 199,579 | $6.38M | 0.00% | +35,020+21.3% | Added |
| Eagle Asset Management Inc | 186,172 | $5.96M | 0.03% | −9,537−4.9% | Reduced |
| Ardsley Advisory Partners LP | 180,000 | $5.76M | 1.24% | +30,000+20.0% | Added |
| Jane Street Group, LLC | 165,737 | $5.30M | 0.01% | +130,466+369.9% | Added |
| TD Asset Management Inc | 158,672 | $5.08M | 0.00% | −49,310−23.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 150,000 | $4.80M | 0.64% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 147,098 | $4.71M | 0.98% | −20,000−12.0% | Reduced |
| Swiss National Bank | 137,100 | $4.39M | 0.00% | −15,800−10.3% | Reduced |
| State of Wisconsin Investment Board | 115,680 | $3.70M | 0.01% | +19,933+20.8% | Added |
| Redwood Investments, LLC | 114,363 | $3.66M | 0.96% | −232,425−67.0% | Reduced |
| Credit Suisse AG | 104,171 | $3.33M | 0.00% | +7,951+8.3% | Added |
| Rhumbline Advisers | 98,244 | $3.14M | 0.00% | +2,308+2.4% | Added |
| Qube Research & Technologies Ltd | 96,469 | $3.09M | 0.01% | +66,969+227.0% | Added |
| Manufacturers Life Insurance Company, The | 96,267 | $3.08M | 0.00% | −20,978−17.9% | Reduced |
| Thornburg Investment Management Inc | 95,371 | $3.05M | 0.04% | +7,903+9.0% | Added |
| Clough Capital Partners L P | 92,746 | $2.97M | 0.33% | −45,157−32.7% | Reduced |
| Royal Bank of Canada | 91,754 | $2.94M | 0.00% | +26,124+39.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 82,691 | $2.65M | 0.07% | +82,691 | New |
| Holocene Advisors, LP | 81,159 | $2.60M | 0.01% | −52,706−39.4% | Reduced |
| State of New Jersey Common Pension Fund D | 78,130 | $2.50M | 0.01% | +9,114+13.2% | Added |
| Deutsche Bank AG | 75,717 | $2.42M | 0.00% | +2,907+4.0% | Added |
| California State Teachers Retirement System | 74,406 | $2.38M | 0.00% | −2,038−2.7% | Reduced |
| Engineers Gate Manager LP | 72,233 | $2.31M | 0.07% | +72,233 | New |
| Two Sigma Investments, LP | 71,400 | $2.28M | 0.01% | +28,400+66.0% | Added |
| Legal & General Group Plc | 67,782 | $2.17M | 0.00% | −416−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $2.11M | 0.03% | +6,980+11.8% | Added |
| Balyasny Asset Management LLC | 59,567 | $1.91M | 0.01% | +20,815+53.7% | Added |
| Tranquility Partners, LLC | 57,700 | $1.85M | 0.77% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 53,337 | $1.71M | 0.09% | +53,266+75,022.5% | Added |
| Moore Capital Management, LP | 50,000 | $1.60M | 0.04% | +50,000 | New |
| Raymond James & Associates | 47,688 | $1.53M | 0.00% | −13,500−22.1% | Reduced |
| Alberta Investment Management Corp | 45,477 | $1.45M | 0.01% | +89+0.2% | Added |
| Bamco Inc | 45,000 | $1.44M | 0.00% | +45,000 | New |
| MetLife Investment Management | 39,827 | $1.27M | 0.01% | +4,227+11.9% | Added |
| Tudor Investment Corp Et Al | 38,904 | $1.24M | 0.02% | −128,528−76.8% | Reduced |
| American International Group, Inc. | 37,593 | $1.20M | 0.00% | +3,886+11.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 34,139 | $1.09M | 0.00% | +3,952+13.1% | Added |
| Wells Fargo & Company | 32,998 | $1.06M | 0.00% | +4,442+15.6% | Added |
| Assenagon Asset Management S.A. | 32,657 | $1.04M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 30,966 | $990.5K | 0.00% | −53−0.2% | Reduced |
| New York State Common Retirement Fund | 30,679 | $981.4K | 0.00% | +3,468+12.7% | Added |
| Voya Investment Management LLC | 30,140 | $964.2K | 0.00% | +3,321+12.4% | Added |
| Millennium Management LLC | 29,205 | $934.3K | 0.00% | +11,334+63.4% | Added |
| Magnetar Financial LLC | 27,051 | $865.4K | 0.02% | +27,051 | New |
| Envestnet Asset Management Inc | 23,838 | $762.6K | 0.00% | +4,365+22.4% | Added |
| HSBC Holdings PLC | 22,453 | $710.3K | 0.00% | +10,063+81.2% | Added |
| Walleye Trading LLC | 20,284 | $648.9K | 0.01% | +17,618+660.8% | Added |
| SG Americas Securities, LLC | 19,521 | $624.0K | 0.01% | −25,161−56.3% | Reduced |
| Petrus Trust Company, LTA | 19,506 | $624.0K | 0.06% | +10,845+125.2% | Added |
| Cubist Systematic Strategies, LLC | 19,506 | $624.0K | 0.01% | +19,506 | New |
| Arizona State Retirement System | 19,450 | $622.2K | 0.00% | −356−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 19,273 | $616.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 18,621 | $595.7K | 0.00% | −17,185−48.0% | Reduced |
| HRT Financial LP | 17,853 | $571.0K | 0.00% | −33,689−65.4% | Reduced |
| Los Angeles Capital Management LLC | 17,404 | $556.8K | 0.00% | +8,259+90.3% | Added |
| Centiva Capital, LP | 17,227 | $551.1K | 0.03% | +17,227 | New |
| SEI Investments Co | 16,240 | $519.5K | 0.00% | −53,578−76.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $500.1K | 0.23% | 00.0% | Unchanged |
| Entropy Technologies, LP | 15,537 | $497.0K | 0.09% | +15,537 | New |