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, Q2 2024
Institutional positions in Surgery Partners, Inc. as of Jun 30, 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
- +1 vs. Q1 2024
- Shares held
- 141.9M
- +5.08M (+3.7%) vs. Q1 2024
- Total value
- $3.38B
- −$705.3M (−17.3%) vs. Q1 2024
- New holders
- 33
- 86 more added
- Sold out
- 32
- 47 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $1.19B | 25.23% | 00.0% | Unchanged |
| FMR LLC | 17,764,998 | $422.6M | 0.03% | −1,225,790−6.5% | Reduced |
| Wellington Management Group LLP | 10,463,586 | $248.9M | 0.04% | +351,682+3.5% | Added |
| BlackRock Inc. | 7,636,766 | $181.7M | 0.00% | +1,278,456+20.1% | Added |
| Vanguard Group Inc | 7,471,064 | $177.7M | 0.00% | −7,945−0.1% | Reduced |
| Clearbridge Investments, LLC | 5,585,530 | $132.9M | 0.11% | +73,007+1.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 4,707,287 | $112.0M | 1.86% | +1,520,484+47.7% | Added |
| Janus Henderson Group PLC | 4,312,918 | $102.6M | 0.05% | +1,808,670+72.2% | Added |
| Durable Capital Partners LP | 2,881,227 | $68.5M | 0.56% | −1,903,236−39.8% | Reduced |
| Dimensional Fund Advisors LP | 2,801,091 | $66.6M | 0.02% | +589,499+26.7% | Added |
| Geode Capital Management, LLC | 1,821,449 | $43.3M | 0.00% | +113,325+6.6% | Added |
| State Street Corp | 1,809,864 | $43.1M | 0.00% | +82,746+4.8% | Added |
| Goldman Sachs Group Inc | 1,479,184 | $35.2M | 0.01% | +698,295+89.4% | Added |
| Avidity Partners Management LP | 1,306,477 | $31.1M | 1.32% | −138,523−9.6% | Reduced |
| Point72 Asset Management, L.P. | 1,231,124 | $29.3M | 0.09% | +1,231,124 | New |
| Invesco Ltd. | 1,009,384 | $24.0M | 0.01% | −1,307,042−56.4% | Reduced |
| ThornTree Capital Partners LP | 999,949 | $23.8M | 4.05% | +453,869+83.1% | Added |
| Norges Bank | 842,876 | $20.1M | 0.00% | −2,700−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 733,936 | $17.5M | 0.00% | +76,143+11.6% | Added |
| Northern Trust Corp | 715,047 | $17.0M | 0.00% | −26,549−3.6% | Reduced |
| E. Ohman J:or Asset Management AB | 676,200 | $16.1M | 0.40% | +676,200 | New |
| UBS Asset Management Americas Inc | 580,316 | $13.8M | 0.00% | +65,810+12.8% | Added |
| Bank of America Corp | 566,799 | $13.5M | 0.00% | +172,308+43.7% | Added |
| Susquehanna International Group, LLP | 553,889 | $13.2M | 0.02% | −57,048−9.3% | Reduced |
| Victory Capital Management Inc | 553,361 | $13.2M | 0.01% | −106,767−16.2% | Reduced |
| Columbus Hill Capital Management, L.P. | 541,046 | $12.9M | 2.64% | +153,654+39.7% | Added |
| Adage Capital Partners GP, L.L.C. | 536,489 | $12.8M | 0.02% | +170,034+46.4% | Added |
| WCM Investment Management, LLC | 520,265 | $12.7M | 0.03% | +11,777+2.3% | Added |
| Mesirow Institutional Investment Management, Inc. | 516,967 | $12.3M | 1.08% | +516,967 | New |
| Nuveen Asset Management, LLC | 486,458 | $11.6M | 0.00% | +287,783+144.9% | Added |
| Silvercrest Asset Management Group LLC | 456,731 | $10.9M | 0.07% | +456,731 | New |
| Royce & Associates LP | 454,716 | $10.8M | 0.10% | +166,680+57.9% | Added |
| Morgan Stanley | 451,933 | $10.8M | 0.00% | +61,099+15.6% | Added |
| Ameriprise Financial Inc | 443,370 | $10.5M | 0.00% | +435,984+5,902.8% | Added |
| Kennedy Capital Management, Inc. | 410,125 | $9.76M | 0.21% | −8,494−2.0% | Reduced |
| Walleye Capital LLC | 391,363 | $9.31M | 0.10% | +45,128+13.0% | Added |
| Price T Rowe Associates Inc | 380,006 | $9.04M | 0.00% | −648,650−63.1% | Reduced |
| Bank of New York Mellon Corp | 347,485 | $8.27M | 0.00% | +38,285+12.4% | Added |
| ExodusPoint Capital Management, LP | 341,056 | $8.11M | 0.09% | +105,265+44.6% | Added |
| Barclays PLC | 341,034 | $8.11M | 0.00% | +181,694+114.0% | Added |
| Pier Capital, LLC | 328,293 | $7.81M | 1.16% | −29,265−8.2% | Reduced |
| Segall Bryant & Hamill, LLC | 315,862 | $7.51M | 0.13% | +8,594+2.8% | Added |
| First Eagle Investment Management, LLC | 309,474 | $7.36M | 0.02% | −30,000−8.8% | Reduced |
| Magnetar Financial LLC | 285,399 | $6.79M | 0.14% | +119,933+72.5% | Added |
| Sivik Global Healthcare LLC | 250,000 | $5.95M | 2.66% | +60,000+31.6% | Added |
| Jane Street Group, LLC | 245,620 | $5.84M | 0.01% | +149,130+154.6% | Added |
| Dimension Capital Management LLC | 210,598 | $5.01M | 1.02% | +45,500+27.6% | Added |
| Integral Health Asset Management, LLC | 200,000 | $4.76M | 0.47% | +200,000 | New |
| Ardsley Advisory Partners LP | 190,000 | $4.52M | 0.82% | +5,000+2.7% | Added |
| JPMorgan Chase & Co | 183,885 | $4.37M | 0.00% | +6,211+3.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 175,000 | $4.16M | 0.20% | +175,000 | New |
| D. E. Shaw & Co., Inc. | 157,269 | $3.74M | 0.01% | +87,743+126.2% | Added |
| UBS Group AG | 147,598 | $3.51M | 0.00% | −39,602−21.2% | Reduced |
| Brant Point Investment Management LLC | 145,000 | $3.45M | 0.81% | +145,000 | New |
| State of Wisconsin Investment Board | 137,998 | $3.28M | 0.01% | −3,540−2.5% | Reduced |
| Swiss National Bank | 137,100 | $3.26M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 128,288 | $3.05M | 0.00% | −13,468−9.5% | Reduced |
| Rhumbline Advisers | 127,952 | $3.04M | 0.00% | +20,963+19.6% | Added |
| BNP Paribas Arbitrage, SA | 101,040 | $2.40M | 0.00% | −320,097−76.0% | Reduced |
| Royal Bank of Canada | 100,889 | $2.40M | 0.00% | +29,338+41.0% | Added |
| Holocene Advisors, LP | 97,824 | $2.33M | 0.01% | −13,844−12.4% | Reduced |
| Redwood Investments, LLC | 96,683 | $2.29M | 0.78% | −1,525−1.6% | Reduced |
| Twinbeech Capital LP | 96,070 | $2.29M | 0.04% | +43,495+82.7% | Added |
| Millennium Management LLC | 95,909 | $2.28M | 0.00% | +78,318+445.2% | Added |
| Thornburg Investment Management Inc | 93,077 | $2.21M | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 90,098 | $2.14M | 0.00% | +4,170+4.9% | Added |
| Bamco Inc | 85,000 | $2.02M | 0.01% | −5,000−5.6% | Reduced |
| Manufacturers Life Insurance Company, The | 81,992 | $1.95M | 0.00% | −19,528−19.2% | Reduced |
| Moore Capital Management, LP | 75,000 | $1.78M | 0.04% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 70,786 | $1.68M | 0.30% | +10,340+17.1% | Added |
| Deutsche Bank AG | 69,454 | $1.65M | 0.00% | −8,685−11.1% | Reduced |
| Raymond James & Associates | 68,872 | $1.64M | 0.00% | +4,370+6.8% | Added |
| Legal & General Group Plc | 68,530 | $1.63M | 0.00% | −1,254−1.8% | Reduced |
| California State Teachers Retirement System | 68,438 | $1.63M | 0.00% | −1,798−2.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $1.57M | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 64,805 | $1.54M | 0.00% | +64,805 | New |
| Tranquility Partners, LLC | 61,892 | $1.47M | 0.57% | +4,192+7.3% | Added |
| Wells Fargo & Company | 53,753 | $1.28M | 0.00% | +15,629+41.0% | Added |
| ClariVest Asset Management LLC | 53,244 | $1.27M | 0.13% | +159+0.3% | Added |
| J. Safra Sarasin Holding AG | 50,768 | $1.21M | 0.02% | +50,768 | New |
| HSBC Holdings PLC | 50,267 | $1.18M | 0.00% | +41,611+480.7% | Added |
| Campbell & CO Investment Adviser LLC | 46,962 | $1.12M | 0.09% | −47,306−50.2% | Reduced |
| Harbor Capital Advisors, Inc. | 46,414 | $1.10M | 0.08% | −533−1.1% | Reduced |
| Boothbay Fund Management, LLC | 44,658 | $1.06M | 0.03% | +14,092+46.1% | Added |
| MetLife Investment Management | 44,343 | $1.05M | 0.01% | +4,516+11.3% | Added |
| Pathstone Holdings, LLC | 43,813 | $1.04M | 0.00% | +11,457+35.4% | Added |
| Verition Fund Management LLC | 42,866 | $1.02M | 0.01% | +42,866 | New |
| Dark Forest Capital Management LP | 41,526 | $987.9K | 0.18% | +31,199+302.1% | Added |
| Corebridge Financial, Inc. | 41,318 | $983.0K | 0.01% | +41,318 | New |
| Wesbanco Bank Inc | 39,363 | $936.4K | 0.03% | +13,700+53.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 39,048 | $929.0K | 0.00% | +39,048 | New |
| Gsa Capital Partners LLP | 37,891 | $901.0K | 0.06% | +27,077+250.4% | Added |
| TD Asset Management Inc | 37,392 | $889.6K | 0.00% | −97,276−72.2% | Reduced |
| Caption Management, LLC | 35,100 | $835.0K | 0.09% | +35,100 | New |
| Assenagon Asset Management S.A. | 32,657 | $776.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 30,738 | $731.3K | 0.00% | −184,934−85.7% | Reduced |
| SEI Investments Co | 29,370 | $698.7K | 0.00% | +29,370 | New |
| Tower Research Capital LLC (TRC) | 27,754 | $660.3K | 0.01% | +26,707+2,550.8% | Added |
| Marshall Wace, LLP | 27,060 | $643.8K | 0.00% | −24,168−47.2% | Reduced |
| Engineers Gate Manager LP | 26,276 | $625.1K | 0.01% | +12,947+97.1% | Added |