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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 9 | $268 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $298 | 0.00% | −111−91.7% | Reduced |
| Rothschild Investment LLC | 10 | $298 | 0.00% | +10 | New |
| Allworth Financial LP | 10 | $299 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $299 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $358 | 0.00% | −16−57.1% | Reduced |
| SJS Investment Consulting Inc. | 14 | $418 | 0.00% | +2+16.7% | Added |
| Bell Investment Advisors, Inc | 16 | $478 | 0.00% | +16 | New |
| GAMMA Investing LLC | 18 | $537 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $806 | 0.00% | +9+50.0% | Added |
| National Bank of Canada | 35 | $931 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 55 | $1.00K | 0.00% | +10+22.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $1.70K | 0.00% | +57 | New |
| CIBC Private Wealth Group, LLC | 108 | $3.12K | 0.00% | +108 | New |
| Lindbrook Capital, LLC | 110 | $3.28K | 0.00% | +7+6.8% | Added |
| Denali Advisors LLC | 116 | $3.46K | 0.00% | +47+68.1% | Added |
| Principal Securities, Inc. | 131 | $3.91K | 0.00% | +131 | New |
| Parallel Advisors, LLC | 159 | $4.74K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 163 | $4.86K | 0.00% | +163 | New |
| CWM, LLC | 168 | $5.00K | 0.00% | +47+38.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 200 | $5.97K | 0.00% | +200 | New |
| First Horizon Advisors, Inc. | 282 | $8.41K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $8.95K | 0.00% | +300 | New |
| STRS Ohio | 500 | $14.0K | 0.00% | −1,100−68.8% | Reduced |
| SYSTM Wealth Solutions LLC | 529 | $15.8K | 0.00% | +92+21.1% | Added |
| The PNC Financial Services Group, Inc. | 600 | $17.9K | 0.00% | +305+103.4% | Added |
| Farther Finance Advisors, LLC | 626 | $18.1K | 0.00% | +595+1,919.4% | Added |
| Nisa Investment Advisors, LLC | 683 | $20.4K | 0.00% | +49+7.7% | Added |
| Headlands Technologies LLC | 903 | $26.9K | 0.01% | −3,628−80.1% | Reduced |
| Comerica Bank | 981 | $29.3K | 0.00% | +12+1.2% | Added |
| Tower Research Capital LLC (TRC) | 1,047 | $31.2K | 0.00% | −3,878−78.7% | Reduced |
| Covestor Ltd | 1,134 | $34.0K | 0.02% | +12+1.1% | Added |
| US Bancorp | 1,308 | $39.0K | 0.00% | −1,878−58.9% | Reduced |
| Quarry LP | 1,322 | $39.4K | 0.02% | +1,322 | New |
| Quadrant Capital Group LLC | 1,393 | $41.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,593 | $48.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 2,000 | $59.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,553 | $76.0K | 0.00% | −7,601−74.9% | Reduced |
| State of Wyoming | 2,613 | $77.9K | 0.01% | +1,438+122.4% | Added |
| DekaBank Deutsche Girozentrale | 2,723 | $80.0K | 0.00% | +1,375+102.0% | Added |
| Quantbot Technologies LP | 3,999 | $119.3K | 0.01% | −4,273−51.7% | Reduced |
| Aquatic Capital Management LLC | 4,000 | $119.3K | 0.00% | +4,000 | New |
| Metropolitan Life Insurance Co | 4,139 | $123.5K | 0.01% | −213−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,540 | $165.3K | 0.00% | −977−15.0% | Reduced |
| SG Americas Securities, LLC | 5,958 | $178.0K | 0.00% | −13,563−69.5% | Reduced |
| Great West Life Assurance Co | 6,094 | $182.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,399 | $190.9K | 0.17% | +4,607+257.1% | Added |
| Public Employees Retirement Association of Colorado | 7,083 | $211.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 7,386 | $220.3K | 0.00% | +7,386 | New |
| Ameritas Investment Partners, Inc. | 7,666 | $228.7K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,846 | $234.0K | 0.03% | −2,959−27.4% | Reduced |
| Pictet Asset Management Holding SA | 7,861 | $234.5K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,656 | $258.1K | 0.00% | −13,797−61.4% | Reduced |
| Quest Partners LLC | 8,965 | $267.4K | 0.05% | +8,965 | New |
| Capstone Investment Advisors, LLC | 9,151 | $273.0K | 0.01% | +2,551+38.7% | Added |
| Principal Financial Group Inc | 10,073 | $300.5K | 0.00% | +1,409+16.3% | Added |
| Dark Forest Capital Management LP | 10,327 | $308.1K | 0.05% | +2,452+31.1% | Added |
| Prelude Capital Management, LLC | 10,423 | $310.9K | 0.02% | +10,423 | New |
| MeadowBrook Investment Advisors LLC | 10,630 | $317.1K | 0.30% | +500+4.9% | Added |
| Smith Group Asset Management, LLC | 10,812 | $322.5K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,814 | $323.0K | 0.03% | +10,814 | New |
| Keebeck Alpha, LP | 10,858 | $323.9K | 0.21% | +10,858 | New |
| RK Capital Management, LLC | 11,176 | $333.4K | 0.41% | +11,176 | New |
| Natixis Advisors, L.P. | 11,215 | $335.0K | 0.00% | −520−4.4% | Reduced |
| Handelsbanken Fonder AB | 11,300 | $337.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,621 | $346.7K | 0.00% | −194−1.6% | Reduced |
| CWM Advisors, LLC | 12,133 | $361.9K | 0.04% | −231−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 10,533 | $363.1K | 0.00% | −8,740−45.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,801 | $381.9K | 0.00% | −2,579−16.8% | Reduced |
| Zacks Investment Management | 13,057 | $389.5K | 0.00% | +3,055+30.5% | Added |
| Engineers Gate Manager LP | 13,329 | $397.6K | 0.01% | −58,904−81.5% | Reduced |
| ProShare Advisors LLC | 13,588 | $405.3K | 0.00% | +986+7.8% | Added |
| Citigroup Inc | 14,430 | $430.4K | 0.00% | +3,714+34.7% | Added |
| Franklin Resources Inc | 14,838 | $442.6K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $466.3K | 0.19% | 00.0% | Unchanged |
| Danske Bank A/S | 15,805 | $471.5K | 0.00% | +15,805 | New |
| Millennium Management LLC | 17,591 | $524.7K | 0.00% | −11,614−39.8% | Reduced |
| Petrus Trust Company, LTA | 18,570 | $553.9K | 0.05% | −936−4.8% | Reduced |
| Arizona State Retirement System | 19,135 | $570.8K | 0.00% | −315−1.6% | Reduced |
| Mackenzie Financial Corp | 19,337 | $576.8K | 0.00% | +19,337 | New |
| Cannon Global Investment Management, LLC | 20,600 | $614.5K | 1.65% | +20,600 | New |
| Sherbrooke Park Advisers LLC | 20,891 | $623.2K | 0.12% | +20,891 | New |
| Los Angeles Capital Management LLC | 21,124 | $630.1K | 0.00% | +3,720+21.4% | Added |
| Graham Capital Management, L.P. | 22,814 | $680.5K | 0.02% | +22,814 | New |
| Man Group plc | 23,132 | $690.0K | 0.00% | +23,132 | New |
| Mirae Asset Global Investments Co., Ltd. | 22,302 | $699.4K | 0.00% | −11,837−34.7% | Reduced |
| Russell Investments Group, Ltd. | 24,909 | $743.0K | 0.00% | +24,868+60,653.7% | Added |
| Wesbanco Bank Inc | 25,663 | $765.5K | 0.03% | +25,663 | New |
| Envestnet Asset Management Inc | 28,952 | $863.6K | 0.00% | +5,114+21.5% | Added |
| Boothbay Fund Management, LLC | 30,566 | $911.8K | 0.03% | +30,566 | New |
| Pathstone Holdings, LLC | 32,356 | $965.2K | 0.00% | +17,808+122.4% | Added |
| Assenagon Asset Management S.A. | 32,657 | $974.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 37,272 | $1.11M | 0.00% | −321−0.9% | Reduced |
| Wells Fargo & Company | 38,124 | $1.14M | 0.00% | +5,126+15.5% | Added |
| Two Sigma Investments, LP | 39,068 | $1.17M | 0.00% | −32,332−45.3% | Reduced |
| Squarepoint Ops LLC | 39,406 | $1.18M | 0.00% | +20,785+111.6% | Added |
| MetLife Investment Management | 39,827 | $1.19M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 40,725 | $1.21M | 0.00% | +10,585+35.1% | Added |
| Alberta Investment Management Corp | 45,477 | $1.36M | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 46,947 | $1.40M | 0.18% | +46,947 | New |