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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 51,228 | $1.53M | 0.00% | +51,228 | New |
| Twinbeech Capital LP | 52,575 | $1.57M | 0.03% | −185,436−77.9% | Reduced |
| ClariVest Asset Management LLC | 53,085 | $1.58M | 0.16% | −252−0.5% | Reduced |
| Trexquant Investment LP | 53,804 | $1.60M | 0.03% | +43,112+403.2% | Added |
| Tranquility Partners, LLC | 57,700 | $1.72M | 0.67% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 60,446 | $1.80M | 0.32% | +60,446 | New |
| Raymond James & Associates | 64,502 | $1.92M | 0.00% | +16,814+35.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $1.97M | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 69,526 | $2.07M | 0.00% | +69,526 | New |
| Legal & General Group Plc | 69,784 | $2.08M | 0.00% | +2,002+3.0% | Added |
| California State Teachers Retirement System | 70,236 | $2.10M | 0.00% | −4,170−5.6% | Reduced |
| Royal Bank of Canada | 71,551 | $2.13M | 0.00% | −20,203−22.0% | Reduced |
| Moore Capital Management, LP | 75,000 | $2.24M | 0.05% | +25,000+50.0% | Added |
| Deutsche Bank AG | 78,139 | $2.33M | 0.00% | +2,422+3.2% | Added |
| Alliancebernstein L.P. | 85,928 | $2.56M | 0.00% | −113,651−56.9% | Reduced |
| Bamco Inc | 90,000 | $2.68M | 0.01% | +45,000+100.0% | Added |
| State of New Jersey Common Pension Fund D | 92,322 | $2.75M | 0.01% | +14,192+18.2% | Added |
| Thornburg Investment Management Inc | 93,077 | $2.78M | 0.04% | −2,294−2.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 94,268 | $2.81M | 0.24% | +94,268 | New |
| Jane Street Group, LLC | 96,490 | $2.88M | 0.00% | −69,247−41.8% | Reduced |
| Redwood Investments, LLC | 98,208 | $2.89M | 0.84% | −16,155−14.1% | Reduced |
| Manufacturers Life Insurance Company, The | 101,520 | $3.03M | 0.00% | +5,253+5.5% | Added |
| Credit Suisse AG | 105,581 | $3.15M | 0.00% | +1,410+1.4% | Added |
| Rhumbline Advisers | 106,989 | $3.19M | 0.00% | +8,745+8.9% | Added |
| Holocene Advisors, LP | 111,668 | $3.33M | 0.01% | +30,509+37.6% | Added |
| Qube Research & Technologies Ltd | 116,390 | $3.47M | 0.01% | +19,921+20.7% | Added |
| TD Asset Management Inc | 134,668 | $4.02M | 0.00% | −24,004−15.1% | Reduced |
| Swiss National Bank | 137,100 | $4.09M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 141,538 | $4.22M | 0.01% | +25,858+22.4% | Added |
| Citadel Advisors LLC | 141,756 | $4.23M | 0.00% | +135,885+2,314.5% | Added |
| Barclays PLC | 159,340 | $4.75M | 0.00% | −61,582−27.9% | Reduced |
| Dimension Capital Management LLC | 165,098 | $4.92M | 0.98% | +18,000+12.2% | Added |
| Magnetar Financial LLC | 165,466 | $4.94M | 0.11% | +138,415+511.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 175,000 | $5.22M | 0.37% | +25,000+16.7% | Added |
| JPMorgan Chase & Co | 177,674 | $5.30M | 0.00% | −57,585−24.5% | Reduced |
| Ardsley Advisory Partners LP | 185,000 | $5.52M | 0.79% | +5,000+2.8% | Added |
| UBS Group AG | 187,200 | $5.58M | 0.00% | +186,351+21,949.5% | Added |
| Sivik Global Healthcare LLC | 190,000 | $5.67M | 2.06% | −10,000−5.0% | Reduced |
| Nuveen Asset Management, LLC | 198,675 | $5.93M | 0.00% | −3,035−1.5% | Reduced |
| New York State Common Retirement Fund | 215,672 | $6.43M | 0.01% | +184,993+603.0% | Added |
| ExodusPoint Capital Management, LP | 235,791 | $7.03M | 0.09% | +235,791 | New |
| Royce & Associates LP | 288,036 | $8.59M | 0.08% | +288,036 | New |
| Segall Bryant & Hamill, LLC | 307,268 | $9.17M | 0.17% | +50,797+19.8% | Added |
| Bank of New York Mellon Corp | 309,200 | $9.22M | 0.00% | −14,913−4.6% | Reduced |
| Penn Capital Management Co Inc | 315,903 | $9.45M | 0.84% | +315,903 | New |
| American Century Companies Inc | 328,126 | $9.79M | 0.01% | −31,423−8.7% | Reduced |
| First Eagle Investment Management, LLC | 339,474 | $10.1M | 0.02% | +48,100+16.5% | Added |
| Walleye Capital LLC | 346,235 | $10.3M | 0.11% | +34,970+11.2% | Added |
| Pier Capital, LLC | 357,558 | $10.7M | 1.47% | +92,072+34.7% | Added |
| Adage Capital Partners GP, L.L.C. | 366,455 | $10.9M | 0.02% | +366,455 | New |
| Columbus Hill Capital Management, L.P. | 387,392 | $11.6M | 2.52% | +387,392 | New |
| Morgan Stanley | 390,834 | $11.7M | 0.00% | −41,777−9.7% | Reduced |
| Bank of America Corp | 394,491 | $11.8M | 0.00% | +46,506+13.4% | Added |
| Kennedy Capital Management, Inc. | 418,619 | $12.5M | 0.26% | −1190.0% | Reduced |
| BNP Paribas Arbitrage, SA | 421,137 | $12.6M | 0.02% | +106,054+33.7% | Added |
| WCM Investment Management, LLC | 508,488 | $15.2M | 0.04% | +2,652+0.5% | Added |
| UBS Asset Management Americas Inc | 514,506 | $15.3M | 0.01% | +19,064+3.8% | Added |
| ThornTree Capital Partners LP | 546,080 | $16.3M | 2.75% | −101,287−15.6% | Reduced |
| Susquehanna International Group, LLP | 610,937 | $18.2M | 0.03% | +145,947+31.4% | Added |
| Charles Schwab Investment Management Inc | 657,793 | $19.6M | 0.00% | +47,919+7.9% | Added |
| Victory Capital Management Inc | 660,128 | $19.7M | 0.02% | +95,096+16.8% | Added |
| Northern Trust Corp | 741,596 | $22.1M | 0.00% | −27,323−3.6% | Reduced |
| Goldman Sachs Group Inc | 780,889 | $23.3M | 0.00% | −231,885−22.9% | Reduced |
| Norges Bank | 845,576 | $25.2M | 0.00% | +40,180+5.0% | Added |
| Rock Springs Capital Management LP | 985,000 | $29.4M | 0.75% | +985,000 | New |
| Price T Rowe Associates Inc | 1,028,656 | $30.7M | 0.00% | −79,015−7.1% | Reduced |
| Avidity Partners Management LP | 1,445,000 | $43.1M | 1.53% | +279,068+23.9% | Added |
| Geode Capital Management, LLC | 1,708,124 | $51.0M | 0.00% | +51,185+3.1% | Added |
| State Street Corp | 1,727,118 | $51.5M | 0.00% | +118,577+7.4% | Added |
| Dimensional Fund Advisors LP | 2,211,592 | $66.0M | 0.02% | +371,380+20.2% | Added |
| Invesco Ltd. | 2,316,426 | $69.1M | 0.01% | −1,488,613−39.1% | Reduced |
| Janus Henderson Group PLC | 2,504,248 | $74.7M | 0.04% | +2,473,282+7,987.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 3,186,803 | $95.1M | 1.65% | +1,081,294+51.4% | Added |
| Durable Capital Partners LP | 4,784,463 | $142.7M | 1.11% | −692,840−12.6% | Reduced |
| Clearbridge Investments, LLC | 5,512,523 | $164.4M | 0.13% | −13,148−0.2% | Reduced |
| BlackRock Inc. | 6,358,310 | $189.7M | 0.00% | +116,338+1.9% | Added |
| Vanguard Group Inc | 7,479,009 | $223.1M | 0.00% | +61,400+0.8% | Added |
| Wellington Management Group LLP | 10,111,904 | $301.6M | 0.05% | +1,793,728+21.6% | Added |
| FMR LLC | 18,990,788 | $566.5M | 0.04% | +659,332+3.6% | Added |
| Bain Capital Investors LLC | 49,946,972 | $1.49B | 33.24% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −4,563,265−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −1,044,530−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −331,955−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −186,172−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −92,746−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −82,691−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −59,567−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,904−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −20,284−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −19,506−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,853−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −17,227−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −16,240−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −15,537−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −13,961−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,923−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −7,713−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,386−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,495−100.0% | Sold out |