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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 19,337 | $576.8K | 0.00% | +19,337 | New |
| Arizona State Retirement System | 19,135 | $570.8K | 0.00% | −315−1.6% | Reduced |
| Petrus Trust Company, LTA | 18,570 | $553.9K | 0.05% | −936−4.8% | Reduced |
| Millennium Management LLC | 17,591 | $524.7K | 0.00% | −11,614−39.8% | Reduced |
| Danske Bank A/S | 15,805 | $471.5K | 0.00% | +15,805 | New |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $466.3K | 0.19% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,838 | $442.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 14,430 | $430.4K | 0.00% | +3,714+34.7% | Added |
| ProShare Advisors LLC | 13,588 | $405.3K | 0.00% | +986+7.8% | Added |
| Engineers Gate Manager LP | 13,329 | $397.6K | 0.01% | −58,904−81.5% | Reduced |
| Zacks Investment Management | 13,057 | $389.5K | 0.00% | +3,055+30.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,801 | $381.9K | 0.00% | −2,579−16.8% | Reduced |
| State Board of Administration of Florida Retirement System | 10,533 | $363.1K | 0.00% | −8,740−45.3% | Reduced |
| CWM Advisors, LLC | 12,133 | $361.9K | 0.04% | −231−1.9% | Reduced |
| Captrust Financial Advisors | 11,621 | $346.7K | 0.00% | −194−1.6% | Reduced |
| Handelsbanken Fonder AB | 11,300 | $337.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 11,215 | $335.0K | 0.00% | −520−4.4% | Reduced |
| RK Capital Management, LLC | 11,176 | $333.4K | 0.41% | +11,176 | New |
| Keebeck Alpha, LP | 10,858 | $323.9K | 0.21% | +10,858 | New |
| Gsa Capital Partners LLP | 10,814 | $323.0K | 0.03% | +10,814 | New |
| Smith Group Asset Management, LLC | 10,812 | $322.5K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 10,630 | $317.1K | 0.30% | +500+4.9% | Added |
| Prelude Capital Management, LLC | 10,423 | $310.9K | 0.02% | +10,423 | New |
| Dark Forest Capital Management LP | 10,327 | $308.1K | 0.05% | +2,452+31.1% | Added |
| Principal Financial Group Inc | 10,073 | $300.5K | 0.00% | +1,409+16.3% | Added |
| Capstone Investment Advisors, LLC | 9,151 | $273.0K | 0.01% | +2,551+38.7% | Added |
| Quest Partners LLC | 8,965 | $267.4K | 0.05% | +8,965 | New |
| HSBC Holdings PLC | 8,656 | $258.1K | 0.00% | −13,797−61.4% | Reduced |
| Pictet Asset Management Holding SA | 7,861 | $234.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,846 | $234.0K | 0.03% | −2,959−27.4% | Reduced |
| Ameritas Investment Partners, Inc. | 7,666 | $228.7K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 7,386 | $220.3K | 0.00% | +7,386 | New |
| Public Employees Retirement Association of Colorado | 7,083 | $211.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,399 | $190.9K | 0.17% | +4,607+257.1% | Added |
| Great West Life Assurance Co | 6,094 | $182.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,958 | $178.0K | 0.00% | −13,563−69.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,540 | $165.3K | 0.00% | −977−15.0% | Reduced |
| Metropolitan Life Insurance Co | 4,139 | $123.5K | 0.01% | −213−4.9% | Reduced |
| Aquatic Capital Management LLC | 4,000 | $119.3K | 0.00% | +4,000 | New |
| Quantbot Technologies LP | 3,999 | $119.3K | 0.01% | −4,273−51.7% | Reduced |
| DekaBank Deutsche Girozentrale | 2,723 | $80.0K | 0.00% | +1,375+102.0% | Added |
| State of Wyoming | 2,613 | $77.9K | 0.01% | +1,438+122.4% | Added |
| Amalgamated Bank | 2,553 | $76.0K | 0.00% | −7,601−74.9% | Reduced |
| Pinnacle Financial Partners Inc | 2,000 | $59.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,593 | $48.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,393 | $41.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,322 | $39.4K | 0.02% | +1,322 | New |
| US Bancorp | 1,308 | $39.0K | 0.00% | −1,878−58.9% | Reduced |
| Covestor Ltd | 1,134 | $34.0K | 0.02% | +12+1.1% | Added |
| Tower Research Capital LLC (TRC) | 1,047 | $31.2K | 0.00% | −3,878−78.7% | Reduced |
| Comerica Bank | 981 | $29.3K | 0.00% | +12+1.2% | Added |
| Headlands Technologies LLC | 903 | $26.9K | 0.01% | −3,628−80.1% | Reduced |
| Nisa Investment Advisors, LLC | 683 | $20.4K | 0.00% | +49+7.7% | Added |
| Farther Finance Advisors, LLC | 626 | $18.1K | 0.00% | +595+1,919.4% | Added |
| The PNC Financial Services Group, Inc. | 600 | $17.9K | 0.00% | +305+103.4% | Added |
| SYSTM Wealth Solutions LLC | 529 | $15.8K | 0.00% | +92+21.1% | Added |
| STRS Ohio | 500 | $14.0K | 0.00% | −1,100−68.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 300 | $8.95K | 0.00% | +300 | New |
| First Horizon Advisors, Inc. | 282 | $8.41K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 200 | $5.97K | 0.00% | +200 | New |
| CWM, LLC | 168 | $5.00K | 0.00% | +47+38.8% | Added |
| Public Employees Retirement System of Ohio | 163 | $4.86K | 0.00% | +163 | New |
| Parallel Advisors, LLC | 159 | $4.74K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 131 | $3.91K | 0.00% | +131 | New |
| Denali Advisors LLC | 116 | $3.46K | 0.00% | +47+68.1% | Added |
| Lindbrook Capital, LLC | 110 | $3.28K | 0.00% | +7+6.8% | Added |
| CIBC Private Wealth Group, LLC | 108 | $3.12K | 0.00% | +108 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $1.70K | 0.00% | +57 | New |
| Valley National Advisers Inc | 55 | $1.00K | 0.00% | +10+22.2% | Added |
| National Bank of Canada | 35 | $931 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $806 | 0.00% | +9+50.0% | Added |
| GAMMA Investing LLC | 18 | $537 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $478 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 14 | $418 | 0.00% | +2+16.7% | Added |
| Global Retirement Partners, LLC | 12 | $358 | 0.00% | −16−57.1% | Reduced |
| Allworth Financial LP | 10 | $299 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $299 | 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 |
| Signaturefd, LLC | 9 | $268 | 0.00% | 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 |