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 |
|---|---|---|---|---|---|
| Bamco Inc | 45,000 | $1.44M | 0.00% | +45,000 | New |
| Alberta Investment Management Corp | 45,477 | $1.45M | 0.01% | +89+0.2% | Added |
| Raymond James & Associates | 47,688 | $1.53M | 0.00% | −13,500−22.1% | Reduced |
| Moore Capital Management, LP | 50,000 | $1.60M | 0.04% | +50,000 | New |
| ClariVest Asset Management LLC | 53,337 | $1.71M | 0.09% | +53,266+75,022.5% | Added |
| Tranquility Partners, LLC | 57,700 | $1.85M | 0.77% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 59,567 | $1.91M | 0.01% | +20,815+53.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $2.11M | 0.03% | +6,980+11.8% | Added |
| Legal & General Group Plc | 67,782 | $2.17M | 0.00% | −416−0.6% | Reduced |
| Two Sigma Investments, LP | 71,400 | $2.28M | 0.01% | +28,400+66.0% | Added |
| Engineers Gate Manager LP | 72,233 | $2.31M | 0.07% | +72,233 | New |
| California State Teachers Retirement System | 74,406 | $2.38M | 0.00% | −2,038−2.7% | Reduced |
| Deutsche Bank AG | 75,717 | $2.42M | 0.00% | +2,907+4.0% | Added |
| State of New Jersey Common Pension Fund D | 78,130 | $2.50M | 0.01% | +9,114+13.2% | Added |
| Holocene Advisors, LP | 81,159 | $2.60M | 0.01% | −52,706−39.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 82,691 | $2.65M | 0.07% | +82,691 | New |
| Royal Bank of Canada | 91,754 | $2.94M | 0.00% | +26,124+39.8% | Added |
| Clough Capital Partners L P | 92,746 | $2.97M | 0.33% | −45,157−32.7% | Reduced |
| Thornburg Investment Management Inc | 95,371 | $3.05M | 0.04% | +7,903+9.0% | Added |
| Manufacturers Life Insurance Company, The | 96,267 | $3.08M | 0.00% | −20,978−17.9% | Reduced |
| Qube Research & Technologies Ltd | 96,469 | $3.09M | 0.01% | +66,969+227.0% | Added |
| Rhumbline Advisers | 98,244 | $3.14M | 0.00% | +2,308+2.4% | Added |
| Credit Suisse AG | 104,171 | $3.33M | 0.00% | +7,951+8.3% | Added |
| Redwood Investments, LLC | 114,363 | $3.66M | 0.96% | −232,425−67.0% | Reduced |
| State of Wisconsin Investment Board | 115,680 | $3.70M | 0.01% | +19,933+20.8% | Added |
| Swiss National Bank | 137,100 | $4.39M | 0.00% | −15,800−10.3% | Reduced |
| Dimension Capital Management LLC | 147,098 | $4.71M | 0.98% | −20,000−12.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 150,000 | $4.80M | 0.64% | 00.0% | Unchanged |
| TD Asset Management Inc | 158,672 | $5.08M | 0.00% | −49,310−23.7% | Reduced |
| Jane Street Group, LLC | 165,737 | $5.30M | 0.01% | +130,466+369.9% | Added |
| Ardsley Advisory Partners LP | 180,000 | $5.76M | 1.24% | +30,000+20.0% | Added |
| Eagle Asset Management Inc | 186,172 | $5.96M | 0.03% | −9,537−4.9% | Reduced |
| Alliancebernstein L.P. | 199,579 | $6.38M | 0.00% | +35,020+21.3% | Added |
| Sivik Global Healthcare LLC | 200,000 | $6.40M | 2.67% | +25,000+14.3% | Added |
| Nuveen Asset Management, LLC | 201,710 | $6.45M | 0.00% | −50,339−20.0% | Reduced |
| Barclays PLC | 220,922 | $7.07M | 0.00% | −68,741−23.7% | Reduced |
| JPMorgan Chase & Co | 235,259 | $7.53M | 0.00% | −64,828−21.6% | Reduced |
| Twinbeech Capital LP | 238,011 | $7.61M | 0.12% | +238,011 | New |
| Segall Bryant & Hamill, LLC | 256,471 | $8.20M | 0.16% | +61,468+31.5% | Added |
| Pier Capital, LLC | 265,486 | $8.49M | 1.21% | +43,595+19.6% | Added |
| First Eagle Investment Management, LLC | 291,374 | $9.32M | 0.02% | +94,243+47.8% | Added |
| Walleye Capital LLC | 311,265 | $9.96M | 0.14% | +271,779+688.3% | Added |
| BNP Paribas Arbitrage, SA | 315,083 | $10.1M | 0.02% | +110,664+54.1% | Added |
| Bank of New York Mellon Corp | 324,113 | $10.4M | 0.00% | +6,130+1.9% | Added |
| Maven Securities LTD | 331,955 | $10.6M | 1.21% | +331,955 | New |
| Bank of America Corp | 347,985 | $11.1M | 0.00% | +56,636+19.4% | Added |
| American Century Companies Inc | 359,549 | $11.5M | 0.01% | −528,622−59.5% | Reduced |
| Kennedy Capital Management, Inc. | 418,738 | $13.4M | 0.29% | +112,709+36.8% | Added |
| Morgan Stanley | 432,611 | $13.8M | 0.00% | +187,982+76.8% | Added |
| Susquehanna International Group, LLP | 464,990 | $14.9M | 0.03% | −70,285−13.1% | Reduced |
| UBS Asset Management Americas Inc | 495,442 | $15.8M | 0.01% | +98,078+24.7% | Added |
| WCM Investment Management, LLC | 505,836 | $16.3M | 0.05% | +39,456+8.5% | Added |
| Victory Capital Management Inc | 565,032 | $18.1M | 0.02% | +952+0.2% | Added |
| Charles Schwab Investment Management Inc | 609,874 | $19.5M | 0.00% | +70,401+13.0% | Added |
| ThornTree Capital Partners LP | 647,367 | $20.7M | 4.18% | +647,367 | New |
| Northern Trust Corp | 768,919 | $24.6M | 0.00% | +84,680+12.4% | Added |
| Norges Bank | 805,396 | $25.8M | 0.00% | +104,328+14.9% | Added |
| Goldman Sachs Group Inc | 1,012,774 | $32.4M | 0.01% | −231,971−18.6% | Reduced |
| Iron Triangle Partners LP | 1,044,530 | $33.4M | 4.32% | +1,044,530 | New |
| Price T Rowe Associates Inc | 1,107,671 | $35.4M | 0.00% | −449,293−28.9% | Reduced |
| Avidity Partners Management LP | 1,165,932 | $37.3M | 1.43% | −172,068−12.9% | Reduced |
| State Street Corp | 1,608,541 | $51.5M | 0.00% | +101,369+6.7% | Added |
| Geode Capital Management, LLC | 1,656,939 | $53.0M | 0.01% | +223,130+15.6% | Added |
| Dimensional Fund Advisors LP | 1,840,212 | $58.9M | 0.02% | +149,146+8.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 2,105,509 | $67.4M | 1.24% | +645,509+44.2% | Added |
| Invesco Ltd. | 3,805,039 | $121.7M | 0.03% | +200,682+5.6% | Added |
| Jefferies Financial Group Inc. | 4,563,265 | $146.0M | 2.29% | +4,547,286+28,457.9% | Added |
| Durable Capital Partners LP | 5,477,303 | $175.2M | 1.38% | +104,115+1.9% | Added |
| Clearbridge Investments, LLC | 5,525,671 | $176.8M | 0.15% | +247,762+4.7% | Added |
| BlackRock Inc. | 6,241,972 | $199.7M | 0.01% | +802,105+14.7% | Added |
| Vanguard Group Inc | 7,417,609 | $237.3M | 0.01% | +698,845+10.4% | Added |
| Wellington Management Group LLP | 8,318,176 | $266.1M | 0.05% | +295,476+3.7% | Added |
| FMR LLC | 18,331,456 | $586.4M | 0.05% | −643,376−3.4% | Reduced |
| Bain Capital Investors LLC | 49,946,972 | $1.60B | 34.65% | −8,301,277−14.3% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −226,989−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −187,788−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −116,020−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −109,630−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −48,480−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −40,295−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −25,663−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,773−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −17,046−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,229−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −15,609−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −10,820−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −9,475−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,260−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,001−100.0% | Sold out |
| Great Point Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,361−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,853−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,496−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |