Surgery Partners, Inc.

SGRY

Exchange: Nasdaq
Industry: Services-General Medical & Surgical Hospitals, NEC
SEC CIK: 0001638833

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding Surgery Partners, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of SGRY: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	180	1	180	+1
Shares	136.9M	105.6K	141.9M	+5.08M (+3.7%)
Value	$4.08B	$3.15M	$3.38B	−$705.3M (−17.3%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Surgery Partners, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to SGRY in Q2 2024
Institution	Shares	Value	% of portfolio
Point72 Asset Management, L.P.	1,231,124	$29.3M	0.09%
E. Ohman J:or Asset Management AB	676,200	$16.1M	0.40%
Mesirow Institutional Investment Management, Inc.	516,967	$12.3M	1.08%
Silvercrest Asset Management Group LLC	456,731	$10.9M	0.07%
Integral Health Asset Management, LLC	200,000	$4.76M	0.47%
Lombard Odier Asset Management (Europe) Ltd	175,000	$4.16M	0.20%
Brant Point Investment Management LLC	145,000	$3.45M	0.81%
Balyasny Asset Management LLC	64,805	$1.54M	0.00%
J. Safra Sarasin Holding AG	50,768	$1.21M	0.02%
Verition Fund Management LLC	42,866	$1.02M	0.01%
Corebridge Financial, Inc.	41,318	$983.0K	0.01%
Mirae Asset Global ETFs Holdings Ltd.	39,048	$929.0K	0.00%
Caption Management, LLC	35,100	$835.0K	0.09%
SEI Investments Co	29,370	$698.7K	0.00%
Wolverine Asset Management LLC	23,193	$551.8K	0.01%
Scientech Research LLC	23,050	$548.4K	0.11%
First Trust Advisors LP	20,204	$480.7K	0.00%
Bridgewater Associates, LP	18,938	$450.5K	0.00%
Centiva Capital, LP	16,310	$388.0K	0.02%
Dynamic Technology Lab Private Ltd	14,774	$351.0K	0.04%
Bayesian Capital Management, LP	14,130	$336.2K	0.04%
Brevan Howard Capital Management LP	11,506	$273.7K	0.02%
Bridgefront Capital, LLC	11,245	$267.5K	0.11%
HighTower Advisors, LLC	11,165	$263.0K	0.00%
Group One Trading, L.P.	8,574	$204.0K	0.01%
Pension & Wealth Management Advisors, Inc.	7,370	$175.3K	0.10%
PEAK6 Investments LLC	3,210	$76.4K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	452	$10.8K	0.00%
International Assets Investment Management, LLC	250	$5.95K	0.00%
C M Bidwell & Associates Ltd	172	$4.09K	0.00%
Ronald Blue Trust, Inc.	76	$2.27K	0.00%
Smartleaf Asset Management LLC	75	$1.82K	0.00%
Innealta Capital, LLC	8	$190	0.00%

Sold out (32)

Institutions that held Surgery Partners, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of SGRY in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Rock Springs Capital Management LP	985,000	$29.4M
American Century Companies Inc	328,126	$9.79M
Lombard Odier Asset Management (Switzerland) SA	175,000	$5.22M
State of New Jersey Common Pension Fund D	92,322	$2.75M
Trexquant Investment LP	53,804	$1.60M
Alberta Investment Management Corp	45,477	$1.36M
Squarepoint Ops LLC	39,406	$1.18M
American International Group, Inc.	37,272	$1.11M
Mirae Asset Global Investments Co., Ltd.	22,302	$699.4K
Man Group plc	23,132	$690.0K
Graham Capital Management, L.P.	22,814	$680.5K
Sherbrooke Park Advisers LLC	20,891	$623.2K
Petrus Trust Company, LTA	18,570	$553.9K
Danske Bank A/S	15,805	$471.5K
RK Capital Management, LLC	11,176	$333.4K
Keebeck Alpha, LP	10,858	$323.9K
Prelude Capital Management, LLC	10,423	$310.9K
Principal Financial Group Inc	10,073	$300.5K
Capstone Investment Advisors, LLC	9,151	$273.0K
Quest Partners LLC	8,965	$267.4K
Pictet Asset Management Holding SA	7,861	$234.5K
XTX Topco Ltd	7,846	$234.0K
Metropolitan Life Insurance Co	4,139	$123.5K
Aquatic Capital Management LLC	4,000	$119.3K
DekaBank Deutsche Girozentrale	2,723	$80.0K
Catalyst Funds Management Pty Ltd	300	$8.95K
First Horizon Advisors, Inc.	282	$8.41K
Denali Advisors LLC	116	$3.46K
CIBC Private Wealth Group, LLC	108	$3.12K
Valley National Advisers Inc	55	$1.00K
National Bank of Canada	35	$931
Bell Investment Advisors, Inc	16	$478

Not filed for Q2 2024 yet (1)

Institutions that held Surgery Partners, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SGRY in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	105,581	$3.15M