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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,380 | $492.0K | 0.00% | +4,874+46.4% | Added |
| Franklin Resources Inc | 14,838 | $474.7K | 0.00% | −10−0.1% | Reduced |
| Pathstone Holdings, LLC | 14,548 | $465.4K | 0.00% | +14,548 | New |
| Premier Fund Managers Ltd | 13,961 | $449.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,602 | $403.1K | 0.00% | +3,828+43.6% | Added |
| CWM Advisors, LLC | 12,364 | $395.5K | 0.04% | −5,739−31.7% | Reduced |
| Captrust Financial Advisors | 11,815 | $378.0K | 0.00% | −336−2.8% | Reduced |
| Natixis Advisors, L.P. | 11,735 | $375.0K | 0.00% | +934+8.6% | Added |
| Handelsbanken Fonder AB | 11,300 | $361.0K | 0.00% | +3,400+43.0% | Added |
| Smith Group Asset Management, LLC | 10,812 | $345.9K | 0.02% | +10,812 | New |
| XTX Topco Ltd | 10,805 | $345.7K | 0.08% | −1,912−15.0% | Reduced |
| Citigroup Inc | 10,716 | $342.8K | 0.00% | +9,641+896.8% | Added |
| Trexquant Investment LP | 10,692 | $342.0K | 0.01% | +10,692 | New |
| Amalgamated Bank | 10,154 | $325.0K | 0.00% | +206+2.1% | Added |
| MeadowBrook Investment Advisors LLC | 10,130 | $324.1K | 0.31% | +10,130 | New |
| Zacks Investment Management | 10,002 | $320.0K | 0.00% | −4,186−29.5% | Reduced |
| Principal Financial Group Inc | 8,664 | $277.2K | 0.00% | +1,324+18.0% | Added |
| Cannell Peter B & Co Inc | 8,300 | $265.5K | 0.01% | −76,670−90.2% | Reduced |
| Quantbot Technologies LP | 8,272 | $264.6K | 0.02% | −31,646−79.3% | Reduced |
| Two Sigma Advisers, LP | 8,000 | $255.9K | 0.00% | +8,000 | New |
| Aigen Investment Management, LP | 7,923 | $253.5K | 0.05% | −11,955−60.1% | Reduced |
| Dark Forest Capital Management LP | 7,875 | $251.9K | 0.04% | −26,124−76.8% | Reduced |
| Pictet Asset Management Holding SA | 7,861 | $251.5K | 0.00% | +95+1.2% | Added |
| Wolverine Asset Management LLC | 7,713 | $246.7K | 0.00% | −9,555−55.3% | Reduced |
| Ameritas Investment Partners, Inc. | 7,666 | $245.2K | 0.01% | +956+14.2% | Added |
| Bayesian Capital Management, LP | 7,386 | $236.3K | 0.03% | +7,386 | New |
| Public Employees Retirement Association of Colorado | 7,083 | $227.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6,600 | $211.1K | 0.00% | +6,600 | New |
| Advisor Group Holdings, Inc. | 6,517 | $208.5K | 0.00% | +3,657+127.9% | Added |
| Inceptionr LLC | 6,495 | $207.8K | 0.15% | +6,495 | New |
| Great West Life Assurance Co | 6,094 | $194.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,871 | $187.8K | 0.00% | −17,905−75.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,925 | $157.6K | 0.00% | +2,257+84.6% | Added |
| PEAK6 Investments LLC | 4,715 | $150.8K | 0.01% | +4,715 | New |
| Headlands Technologies LLC | 4,531 | $144.9K | 0.04% | +4,531 | New |
| Metropolitan Life Insurance Co | 4,352 | $139.2K | 0.01% | +459+11.8% | Added |
| Mesirow Institutional Investment Management, Inc. | 3,388 | $108.4K | 0.01% | +373+12.4% | Added |
| US Bancorp | 3,186 | $101.9K | 0.00% | +115+3.7% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,792 | $57.3K | 0.05% | +1,792 | New |
| KBC Group NV | 1,593 | $51.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,600 | $51.0K | 0.00% | +1,600 | New |
| Quadrant Capital Group LLC | 1,393 | $44.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| State of Wyoming | 1,175 | $37.6K | 0.01% | +1,175 | New |
| Covestor Ltd | 1,122 | $36.0K | 0.02% | +876+356.1% | Added |
| Comerica Bank | 969 | $31.0K | 0.00% | −439−31.2% | Reduced |
| UBS Group AG | 849 | $27.2K | 0.00% | +246+40.8% | Added |
| Nisa Investment Advisors, LLC | 634 | $20.3K | 0.00% | −2,311−78.5% | Reduced |
| SYSTM Wealth Solutions LLC | 437 | $14.0K | 0.00% | +437 | New |
| The PNC Financial Services Group, Inc. | 295 | $9.44K | 0.00% | −159−35.0% | Reduced |
| First Horizon Advisors, Inc. | 282 | $9.02K | 0.00% | +57+25.3% | Added |
| Parallel Advisors, LLC | 159 | $5.09K | 0.00% | +5+3.2% | Added |
| CWM, LLC | 121 | $4.00K | 0.00% | +100+476.2% | Added |
| Hexagon Capital Partners LLC | 121 | $3.87K | 0.00% | −14−10.4% | Reduced |
| Lindbrook Capital, LLC | 103 | $3.29K | 0.00% | −6−5.5% | Reduced |
| Advisory Services Network, LLC | 100 | $3.20K | 0.00% | +100 | New |
| Robeco Institutional Asset Management B.V. | 80 | $2.56K | 0.00% | +80 | New |
| Denali Advisors LLC | 69 | $2.21K | 0.00% | −46−40.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 54 | $1.73K | 0.00% | +54 | New |
| Russell Investments Group, Ltd. | 41 | $1.31K | 0.00% | +41 | New |
| National Bank of Canada | 35 | $1.11K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 45 | $1.00K | 0.00% | +45 | New |
| Farther Finance Advisors, LLC | 31 | $992 | 0.00% | +31 | New |
| Global Retirement Partners, LLC | 28 | $888 | 0.00% | +25+833.3% | Added |
| JFS Wealth Advisors, LLC | 18 | $576 | 0.00% | +7+63.6% | Added |
| GAMMA Investing LLC | 18 | $552 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 12 | $384 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $384 | 0.00% | +3+33.3% | Added |
| Allworth Financial LP | 10 | $320 | 0.00% | +6+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $320 | 0.00% | +10 | New |
| Signaturefd, LLC | 9 | $288 | 0.00% | −1,891−99.5% | Reduced |
| Assetmark, Inc | 5 | $160 | 0.00% | +5 | New |
| 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 |