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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 5 | $160 | 0.00% | +5 | New |
| Signaturefd, LLC | 9 | $288 | 0.00% | −1,891−99.5% | Reduced |
| Allworth Financial LP | 10 | $320 | 0.00% | +6+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $320 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 12 | $384 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $384 | 0.00% | +3+33.3% | Added |
| GAMMA Investing LLC | 18 | $552 | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 18 | $576 | 0.00% | +7+63.6% | Added |
| Global Retirement Partners, LLC | 28 | $888 | 0.00% | +25+833.3% | Added |
| Farther Finance Advisors, LLC | 31 | $992 | 0.00% | +31 | New |
| Valley National Advisers Inc | 45 | $1.00K | 0.00% | +45 | New |
| National Bank of Canada | 35 | $1.11K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 41 | $1.31K | 0.00% | +41 | New |
| Northwestern Mutual Wealth Management Co | 54 | $1.73K | 0.00% | +54 | New |
| Denali Advisors LLC | 69 | $2.21K | 0.00% | −46−40.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 80 | $2.56K | 0.00% | +80 | New |
| Advisory Services Network, LLC | 100 | $3.20K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 103 | $3.29K | 0.00% | −6−5.5% | Reduced |
| Hexagon Capital Partners LLC | 121 | $3.87K | 0.00% | −14−10.4% | Reduced |
| CWM, LLC | 121 | $4.00K | 0.00% | +100+476.2% | Added |
| Parallel Advisors, LLC | 159 | $5.09K | 0.00% | +5+3.2% | Added |
| First Horizon Advisors, Inc. | 282 | $9.02K | 0.00% | +57+25.3% | Added |
| The PNC Financial Services Group, Inc. | 295 | $9.44K | 0.00% | −159−35.0% | Reduced |
| SYSTM Wealth Solutions LLC | 437 | $14.0K | 0.00% | +437 | New |
| Nisa Investment Advisors, LLC | 634 | $20.3K | 0.00% | −2,311−78.5% | Reduced |
| UBS Group AG | 849 | $27.2K | 0.00% | +246+40.8% | Added |
| Comerica Bank | 969 | $31.0K | 0.00% | −439−31.2% | Reduced |
| Covestor Ltd | 1,122 | $36.0K | 0.02% | +876+356.1% | Added |
| State of Wyoming | 1,175 | $37.6K | 0.01% | +1,175 | New |
| Lazard Asset Management LLC | 1,348 | $43.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,348 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $44.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,593 | $51.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,600 | $51.0K | 0.00% | +1,600 | New |
| EntryPoint Capital, LLC | 1,792 | $57.3K | 0.05% | +1,792 | New |
| Pinnacle Financial Partners Inc | 2,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,186 | $101.9K | 0.00% | +115+3.7% | Added |
| Mesirow Institutional Investment Management, Inc. | 3,388 | $108.4K | 0.01% | +373+12.4% | Added |
| Metropolitan Life Insurance Co | 4,352 | $139.2K | 0.01% | +459+11.8% | Added |
| Headlands Technologies LLC | 4,531 | $144.9K | 0.04% | +4,531 | New |
| PEAK6 Investments LLC | 4,715 | $150.8K | 0.01% | +4,715 | New |
| Tower Research Capital LLC (TRC) | 4,925 | $157.6K | 0.00% | +2,257+84.6% | Added |
| Citadel Advisors LLC | 5,871 | $187.8K | 0.00% | −17,905−75.3% | Reduced |
| Great West Life Assurance Co | 6,094 | $194.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 6,495 | $207.8K | 0.15% | +6,495 | New |
| Advisor Group Holdings, Inc. | 6,517 | $208.5K | 0.00% | +3,657+127.9% | Added |
| Capstone Investment Advisors, LLC | 6,600 | $211.1K | 0.00% | +6,600 | New |
| Public Employees Retirement Association of Colorado | 7,083 | $227.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,386 | $236.3K | 0.03% | +7,386 | New |
| Ameritas Investment Partners, Inc. | 7,666 | $245.2K | 0.01% | +956+14.2% | Added |
| Wolverine Asset Management LLC | 7,713 | $246.7K | 0.00% | −9,555−55.3% | Reduced |
| Pictet Asset Management Holding SA | 7,861 | $251.5K | 0.00% | +95+1.2% | Added |
| Dark Forest Capital Management LP | 7,875 | $251.9K | 0.04% | −26,124−76.8% | Reduced |
| Aigen Investment Management, LP | 7,923 | $253.5K | 0.05% | −11,955−60.1% | Reduced |
| Two Sigma Advisers, LP | 8,000 | $255.9K | 0.00% | +8,000 | New |
| Quantbot Technologies LP | 8,272 | $264.6K | 0.02% | −31,646−79.3% | Reduced |
| Cannell Peter B & Co Inc | 8,300 | $265.5K | 0.01% | −76,670−90.2% | Reduced |
| Principal Financial Group Inc | 8,664 | $277.2K | 0.00% | +1,324+18.0% | Added |
| Zacks Investment Management | 10,002 | $320.0K | 0.00% | −4,186−29.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 10,130 | $324.1K | 0.31% | +10,130 | New |
| Amalgamated Bank | 10,154 | $325.0K | 0.00% | +206+2.1% | Added |
| Trexquant Investment LP | 10,692 | $342.0K | 0.01% | +10,692 | New |
| Citigroup Inc | 10,716 | $342.8K | 0.00% | +9,641+896.8% | Added |
| XTX Topco Ltd | 10,805 | $345.7K | 0.08% | −1,912−15.0% | Reduced |
| Smith Group Asset Management, LLC | 10,812 | $345.9K | 0.02% | +10,812 | New |
| Handelsbanken Fonder AB | 11,300 | $361.0K | 0.00% | +3,400+43.0% | Added |
| Natixis Advisors, L.P. | 11,735 | $375.0K | 0.00% | +934+8.6% | Added |
| Captrust Financial Advisors | 11,815 | $378.0K | 0.00% | −336−2.8% | Reduced |
| CWM Advisors, LLC | 12,364 | $395.5K | 0.04% | −5,739−31.7% | Reduced |
| ProShare Advisors LLC | 12,602 | $403.1K | 0.00% | +3,828+43.6% | Added |
| Premier Fund Managers Ltd | 13,961 | $449.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,548 | $465.4K | 0.00% | +14,548 | New |
| Franklin Resources Inc | 14,838 | $474.7K | 0.00% | −10−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,380 | $492.0K | 0.00% | +4,874+46.4% | Added |
| Entropy Technologies, LP | 15,537 | $497.0K | 0.09% | +15,537 | New |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $500.1K | 0.23% | 00.0% | Unchanged |
| SEI Investments Co | 16,240 | $519.5K | 0.00% | −53,578−76.7% | Reduced |
| Centiva Capital, LP | 17,227 | $551.1K | 0.03% | +17,227 | New |
| Los Angeles Capital Management LLC | 17,404 | $556.8K | 0.00% | +8,259+90.3% | Added |
| HRT Financial LP | 17,853 | $571.0K | 0.00% | −33,689−65.4% | Reduced |
| Squarepoint Ops LLC | 18,621 | $595.7K | 0.00% | −17,185−48.0% | Reduced |
| State Board of Administration of Florida Retirement System | 19,273 | $616.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,450 | $622.2K | 0.00% | −356−1.8% | 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 |
| SG Americas Securities, LLC | 19,521 | $624.0K | 0.01% | −25,161−56.3% | Reduced |
| Walleye Trading LLC | 20,284 | $648.9K | 0.01% | +17,618+660.8% | Added |
| HSBC Holdings PLC | 22,453 | $710.3K | 0.00% | +10,063+81.2% | Added |
| Envestnet Asset Management Inc | 23,838 | $762.6K | 0.00% | +4,365+22.4% | Added |
| Magnetar Financial LLC | 27,051 | $865.4K | 0.02% | +27,051 | New |
| Millennium Management LLC | 29,205 | $934.3K | 0.00% | +11,334+63.4% | Added |
| Voya Investment Management LLC | 30,140 | $964.2K | 0.00% | +3,321+12.4% | Added |
| New York State Common Retirement Fund | 30,679 | $981.4K | 0.00% | +3,468+12.7% | Added |
| Janus Henderson Group PLC | 30,966 | $990.5K | 0.00% | −53−0.2% | Reduced |
| Assenagon Asset Management S.A. | 32,657 | $1.04M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 32,998 | $1.06M | 0.00% | +4,442+15.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 34,139 | $1.09M | 0.00% | +3,952+13.1% | Added |
| American International Group, Inc. | 37,593 | $1.20M | 0.00% | +3,886+11.5% | Added |
| Tudor Investment Corp Et Al | 38,904 | $1.24M | 0.02% | −128,528−76.8% | Reduced |
| MetLife Investment Management | 39,827 | $1.27M | 0.01% | +4,227+11.9% | Added |