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, Q1 2024
Institutional positions in Surgery Partners, Inc. as of Mar 31, 2024. 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
- 180
- +7 vs. Q4 2023
- Shares held
- 136.9M
- +1.89M (+1.4%) vs. Q4 2023
- Total value
- $4.08B
- −$235.4M (−5.5%) vs. Q4 2023
- New holders
- 35
- 71 more added
- Sold out
- 28
- 49 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $1.49B | 33.24% | 00.0% | Unchanged |
| FMR LLC | 18,990,788 | $566.5M | 0.04% | +659,332+3.6% | Added |
| Wellington Management Group LLP | 10,111,904 | $301.6M | 0.05% | +1,793,728+21.6% | Added |
| Vanguard Group Inc | 7,479,009 | $223.1M | 0.00% | +61,400+0.8% | Added |
| BlackRock Inc. | 6,358,310 | $189.7M | 0.00% | +116,338+1.9% | Added |
| Clearbridge Investments, LLC | 5,512,523 | $164.4M | 0.13% | −13,148−0.2% | Reduced |
| Durable Capital Partners LP | 4,784,463 | $142.7M | 1.11% | −692,840−12.6% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 3,186,803 | $95.1M | 1.65% | +1,081,294+51.4% | Added |
| Janus Henderson Group PLC | 2,504,248 | $74.7M | 0.04% | +2,473,282+7,987.1% | Added |
| Invesco Ltd. | 2,316,426 | $69.1M | 0.01% | −1,488,613−39.1% | Reduced |
| Dimensional Fund Advisors LP | 2,211,592 | $66.0M | 0.02% | +371,380+20.2% | Added |
| State Street Corp | 1,727,118 | $51.5M | 0.00% | +118,577+7.4% | Added |
| Geode Capital Management, LLC | 1,708,124 | $51.0M | 0.00% | +51,185+3.1% | Added |
| Avidity Partners Management LP | 1,445,000 | $43.1M | 1.53% | +279,068+23.9% | Added |
| Price T Rowe Associates Inc | 1,028,656 | $30.7M | 0.00% | −79,015−7.1% | Reduced |
| Rock Springs Capital Management LP | 985,000 | $29.4M | 0.75% | +985,000 | New |
| Norges Bank | 845,576 | $25.2M | 0.00% | +40,180+5.0% | Added |
| Goldman Sachs Group Inc | 780,889 | $23.3M | 0.00% | −231,885−22.9% | Reduced |
| Northern Trust Corp | 741,596 | $22.1M | 0.00% | −27,323−3.6% | Reduced |
| Victory Capital Management Inc | 660,128 | $19.7M | 0.02% | +95,096+16.8% | Added |
| Charles Schwab Investment Management Inc | 657,793 | $19.6M | 0.00% | +47,919+7.9% | Added |
| Susquehanna International Group, LLP | 610,937 | $18.2M | 0.03% | +145,947+31.4% | Added |
| ThornTree Capital Partners LP | 546,080 | $16.3M | 2.75% | −101,287−15.6% | Reduced |
| UBS Asset Management Americas Inc | 514,506 | $15.3M | 0.01% | +19,064+3.8% | Added |
| WCM Investment Management, LLC | 508,488 | $15.2M | 0.04% | +2,652+0.5% | Added |
| BNP Paribas Arbitrage, SA | 421,137 | $12.6M | 0.02% | +106,054+33.7% | Added |
| Kennedy Capital Management, Inc. | 418,619 | $12.5M | 0.26% | −1190.0% | Reduced |
| Bank of America Corp | 394,491 | $11.8M | 0.00% | +46,506+13.4% | Added |
| Morgan Stanley | 390,834 | $11.7M | 0.00% | −41,777−9.7% | Reduced |
| Columbus Hill Capital Management, L.P. | 387,392 | $11.6M | 2.52% | +387,392 | New |
| Adage Capital Partners GP, L.L.C. | 366,455 | $10.9M | 0.02% | +366,455 | New |
| Pier Capital, LLC | 357,558 | $10.7M | 1.47% | +92,072+34.7% | Added |
| Walleye Capital LLC | 346,235 | $10.3M | 0.11% | +34,970+11.2% | Added |
| First Eagle Investment Management, LLC | 339,474 | $10.1M | 0.02% | +48,100+16.5% | Added |
| American Century Companies Inc | 328,126 | $9.79M | 0.01% | −31,423−8.7% | Reduced |
| Penn Capital Management Co Inc | 315,903 | $9.45M | 0.84% | +315,903 | New |
| Bank of New York Mellon Corp | 309,200 | $9.22M | 0.00% | −14,913−4.6% | Reduced |
| Segall Bryant & Hamill, LLC | 307,268 | $9.17M | 0.17% | +50,797+19.8% | Added |
| Royce & Associates LP | 288,036 | $8.59M | 0.08% | +288,036 | New |
| ExodusPoint Capital Management, LP | 235,791 | $7.03M | 0.09% | +235,791 | New |
| New York State Common Retirement Fund | 215,672 | $6.43M | 0.01% | +184,993+603.0% | Added |
| Nuveen Asset Management, LLC | 198,675 | $5.93M | 0.00% | −3,035−1.5% | Reduced |
| Sivik Global Healthcare LLC | 190,000 | $5.67M | 2.06% | −10,000−5.0% | Reduced |
| UBS Group AG | 187,200 | $5.58M | 0.00% | +186,351+21,949.5% | Added |
| Ardsley Advisory Partners LP | 185,000 | $5.52M | 0.79% | +5,000+2.8% | Added |
| JPMorgan Chase & Co | 177,674 | $5.30M | 0.00% | −57,585−24.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 175,000 | $5.22M | 0.37% | +25,000+16.7% | Added |
| Magnetar Financial LLC | 165,466 | $4.94M | 0.11% | +138,415+511.7% | Added |
| Dimension Capital Management LLC | 165,098 | $4.92M | 0.98% | +18,000+12.2% | Added |
| Barclays PLC | 159,340 | $4.75M | 0.00% | −61,582−27.9% | Reduced |
| Citadel Advisors LLC | 141,756 | $4.23M | 0.00% | +135,885+2,314.5% | Added |
| State of Wisconsin Investment Board | 141,538 | $4.22M | 0.01% | +25,858+22.4% | Added |
| Swiss National Bank | 137,100 | $4.09M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 134,668 | $4.02M | 0.00% | −24,004−15.1% | Reduced |
| Qube Research & Technologies Ltd | 116,390 | $3.47M | 0.01% | +19,921+20.7% | Added |
| Holocene Advisors, LP | 111,668 | $3.33M | 0.01% | +30,509+37.6% | Added |
| Rhumbline Advisers | 106,989 | $3.19M | 0.00% | +8,745+8.9% | Added |
| Credit Suisse AG | 105,581 | $3.15M | 0.00% | +1,410+1.4% | Added |
| Manufacturers Life Insurance Company, The | 101,520 | $3.03M | 0.00% | +5,253+5.5% | Added |
| Redwood Investments, LLC | 98,208 | $2.89M | 0.84% | −16,155−14.1% | Reduced |
| Jane Street Group, LLC | 96,490 | $2.88M | 0.00% | −69,247−41.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 94,268 | $2.81M | 0.24% | +94,268 | New |
| Thornburg Investment Management Inc | 93,077 | $2.78M | 0.04% | −2,294−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 92,322 | $2.75M | 0.01% | +14,192+18.2% | Added |
| Bamco Inc | 90,000 | $2.68M | 0.01% | +45,000+100.0% | Added |
| Alliancebernstein L.P. | 85,928 | $2.56M | 0.00% | −113,651−56.9% | Reduced |
| Deutsche Bank AG | 78,139 | $2.33M | 0.00% | +2,422+3.2% | Added |
| Moore Capital Management, LP | 75,000 | $2.24M | 0.05% | +25,000+50.0% | Added |
| Royal Bank of Canada | 71,551 | $2.13M | 0.00% | −20,203−22.0% | Reduced |
| California State Teachers Retirement System | 70,236 | $2.10M | 0.00% | −4,170−5.6% | Reduced |
| Legal & General Group Plc | 69,784 | $2.08M | 0.00% | +2,002+3.0% | Added |
| D. E. Shaw & Co., Inc. | 69,526 | $2.07M | 0.00% | +69,526 | New |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $1.97M | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 64,502 | $1.92M | 0.00% | +16,814+35.3% | Added |
| MidWestOne Financial Group, Inc. | 60,446 | $1.80M | 0.32% | +60,446 | New |
| Tranquility Partners, LLC | 57,700 | $1.72M | 0.67% | 00.0% | Unchanged |
| Trexquant Investment LP | 53,804 | $1.60M | 0.03% | +43,112+403.2% | Added |
| ClariVest Asset Management LLC | 53,085 | $1.58M | 0.16% | −252−0.5% | Reduced |
| Twinbeech Capital LP | 52,575 | $1.57M | 0.03% | −185,436−77.9% | Reduced |
| Marshall Wace, LLP | 51,228 | $1.53M | 0.00% | +51,228 | New |
| Harbor Capital Advisors, Inc. | 46,947 | $1.40M | 0.18% | +46,947 | New |
| Alberta Investment Management Corp | 45,477 | $1.36M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 40,725 | $1.21M | 0.00% | +10,585+35.1% | Added |
| MetLife Investment Management | 39,827 | $1.19M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 39,406 | $1.18M | 0.00% | +20,785+111.6% | Added |
| Two Sigma Investments, LP | 39,068 | $1.17M | 0.00% | −32,332−45.3% | Reduced |
| Wells Fargo & Company | 38,124 | $1.14M | 0.00% | +5,126+15.5% | Added |
| American International Group, Inc. | 37,272 | $1.11M | 0.00% | −321−0.9% | Reduced |
| Assenagon Asset Management S.A. | 32,657 | $974.2K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 32,356 | $965.2K | 0.00% | +17,808+122.4% | Added |
| Boothbay Fund Management, LLC | 30,566 | $911.8K | 0.03% | +30,566 | New |
| Envestnet Asset Management Inc | 28,952 | $863.6K | 0.00% | +5,114+21.5% | Added |
| Wesbanco Bank Inc | 25,663 | $765.5K | 0.03% | +25,663 | New |
| Russell Investments Group, Ltd. | 24,909 | $743.0K | 0.00% | +24,868+60,653.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,302 | $699.4K | 0.00% | −11,837−34.7% | Reduced |
| Man Group plc | 23,132 | $690.0K | 0.00% | +23,132 | New |
| Graham Capital Management, L.P. | 22,814 | $680.5K | 0.02% | +22,814 | New |
| Los Angeles Capital Management LLC | 21,124 | $630.1K | 0.00% | +3,720+21.4% | Added |
| Sherbrooke Park Advisers LLC | 20,891 | $623.2K | 0.12% | +20,891 | New |
| Cannon Global Investment Management, LLC | 20,600 | $614.5K | 1.65% | +20,600 | New |