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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 2 | $48 | 0.00% | −8−80.0% | Reduced |
| Innealta Capital, LLC | 8 | $190 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 12 | $286 | 0.00% | −2−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $286 | 0.00% | +2+20.0% | Added |
| Global Retirement Partners, LLC | 18 | $428 | 0.00% | +6+50.0% | Added |
| Rothschild Investment LLC | 25 | $595 | 0.00% | +15+150.0% | Added |
| JFS Wealth Advisors, LLC | 27 | $643 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 38 | $904 | 0.00% | +20+111.1% | Added |
| Lindbrook Capital, LLC | 45 | $1.07K | 0.00% | −65−59.1% | Reduced |
| Smartleaf Asset Management LLC | 75 | $1.82K | 0.00% | +75 | New |
| Ronald Blue Trust, Inc. | 76 | $2.27K | 0.00% | +76 | New |
| Parallel Advisors, LLC | 150 | $3.57K | 0.00% | −9−5.7% | Reduced |
| Allworth Financial LP | 139 | $4.04K | 0.00% | +129+1,290.0% | Added |
| C M Bidwell & Associates Ltd | 172 | $4.09K | 0.00% | +172 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 194 | $4.62K | 0.00% | +137+240.4% | Added |
| CWM, LLC | 192 | $5.00K | 0.00% | +24+14.3% | Added |
| International Assets Investment Management, LLC | 250 | $5.95K | 0.00% | +250 | New |
| Principal Securities, Inc. | 257 | $6.11K | 0.00% | +126+96.2% | Added |
| Public Employees Retirement System of Ohio | 403 | $9.59K | 0.00% | +240+147.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 429 | $10.2K | 0.00% | +229+114.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 452 | $10.8K | 0.00% | +452 | New |
| Signaturefd, LLC | 502 | $11.9K | 0.00% | +493+5,477.8% | Added |
| SYSTM Wealth Solutions LLC | 529 | $12.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 616 | $14.4K | 0.00% | −10−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 735 | $17.5K | 0.00% | +135+22.5% | Added |
| Headlands Technologies LLC | 739 | $17.6K | 0.00% | −164−18.2% | Reduced |
| Nisa Investment Advisors, LLC | 803 | $19.1K | 0.00% | +120+17.6% | Added |
| Comerica Bank | 1,195 | $28.4K | 0.00% | +214+21.8% | Added |
| Quadrant Capital Group LLC | 1,393 | $33.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,809 | $43.0K | 0.00% | +216+13.6% | Added |
| STRS Ohio | 1,900 | $45.2K | 0.00% | +1,400+280.0% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $59.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,655 | $63.0K | 0.00% | +102+4.0% | Added |
| Covestor Ltd | 3,026 | $72.0K | 0.05% | +1,892+166.8% | Added |
| Quarry LP | 3,082 | $73.3K | 0.03% | +1,760+133.1% | Added |
| US Bancorp | 3,184 | $75.7K | 0.00% | +1,876+143.4% | Added |
| PEAK6 Investments LLC | 3,210 | $76.4K | 0.00% | +3,210 | New |
| EntryPoint Capital, LLC | 4,298 | $102.2K | 0.05% | −2,101−32.8% | Reduced |
| State of Wyoming | 4,568 | $108.7K | 0.02% | +1,955+74.8% | Added |
| Advisor Group Holdings, Inc. | 5,192 | $123.5K | 0.00% | −348−6.3% | Reduced |
| Great West Life Assurance Co | 6,094 | $145.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,083 | $169.0K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 7,370 | $175.3K | 0.10% | +7,370 | New |
| Ameritas Investment Partners, Inc. | 7,666 | $182.4K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,684 | $182.8K | 0.01% | +3,685+92.1% | Added |
| Group One Trading, L.P. | 8,574 | $204.0K | 0.01% | +8,574 | New |
| Smith Group Asset Management, LLC | 10,878 | $258.8K | 0.02% | +66+0.6% | Added |
| HighTower Advisors, LLC | 11,165 | $263.0K | 0.00% | +11,165 | New |
| Bridgefront Capital, LLC | 11,245 | $267.5K | 0.11% | +11,245 | New |
| Brevan Howard Capital Management LP | 11,506 | $273.7K | 0.02% | +11,506 | New |
| Captrust Financial Advisors | 11,581 | $275.5K | 0.00% | −40−0.3% | Reduced |
| Zacks Investment Management | 11,755 | $279.6K | 0.00% | −1,302−10.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 12,320 | $293.1K | 0.28% | +1,690+15.9% | Added |
| Natixis Advisors, L.P. | 12,452 | $296.0K | 0.00% | +1,237+11.0% | Added |
| Qube Research & Technologies Ltd | 12,716 | $302.5K | 0.00% | −103,674−89.1% | Reduced |
| Handelsbanken Fonder AB | 13,400 | $319.0K | 0.00% | +2,100+18.6% | Added |
| Bayesian Capital Management, LP | 14,130 | $336.2K | 0.04% | +14,130 | New |
| Dynamic Technology Lab Private Ltd | 14,774 | $351.0K | 0.04% | +14,774 | New |
| CWM Advisors, LLC | 15,071 | $358.5K | 0.04% | +2,938+24.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,504 | $368.8K | 0.00% | +2,703+21.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $371.9K | 0.15% | 00.0% | Unchanged |
| Centiva Capital, LP | 16,310 | $388.0K | 0.02% | +16,310 | New |
| SG Americas Securities, LLC | 17,276 | $411.0K | 0.00% | +11,318+190.0% | Added |
| Franklin Resources Inc | 17,837 | $424.3K | 0.00% | +2,999+20.2% | Added |
| Cannon Global Investment Management, LLC | 18,000 | $428.2K | 1.99% | −2,600−12.6% | Reduced |
| Bridgewater Associates, LP | 18,938 | $450.5K | 0.00% | +18,938 | New |
| Los Angeles Capital Management LLC | 19,174 | $456.1K | 0.00% | −1,950−9.2% | Reduced |
| State Board of Administration of Florida Retirement System | 19,273 | $458.5K | 0.00% | +8,740+83.0% | Added |
| Arizona State Retirement System | 19,494 | $463.8K | 0.00% | +359+1.9% | Added |
| Mackenzie Financial Corp | 19,999 | $475.8K | 0.00% | +662+3.4% | Added |
| First Trust Advisors LP | 20,204 | $480.7K | 0.00% | +20,204 | New |
| ProShare Advisors LLC | 20,260 | $482.0K | 0.00% | +6,672+49.1% | Added |
| Two Sigma Investments, LP | 21,099 | $501.9K | 0.00% | −17,969−46.0% | Reduced |
| Citigroup Inc | 21,313 | $507.0K | 0.00% | +6,883+47.7% | Added |
| Russell Investments Group, Ltd. | 21,630 | $514.6K | 0.00% | −3,279−13.2% | Reduced |
| Penn Capital Management Co Inc | 22,094 | $528.3K | 0.05% | −293,809−93.0% | Reduced |
| Scientech Research LLC | 23,050 | $548.4K | 0.11% | +23,050 | New |
| Wolverine Asset Management LLC | 23,193 | $551.8K | 0.01% | +23,193 | New |
| Envestnet Asset Management Inc | 25,308 | $602.1K | 0.00% | −3,644−12.6% | Reduced |
| Voya Investment Management LLC | 25,452 | $605.5K | 0.00% | −15,273−37.5% | Reduced |
| Engineers Gate Manager LP | 26,276 | $625.1K | 0.01% | +12,947+97.1% | Added |
| Marshall Wace, LLP | 27,060 | $643.8K | 0.00% | −24,168−47.2% | Reduced |
| Tower Research Capital LLC (TRC) | 27,754 | $660.3K | 0.01% | +26,707+2,550.8% | Added |
| SEI Investments Co | 29,370 | $698.7K | 0.00% | +29,370 | New |
| New York State Common Retirement Fund | 30,738 | $731.3K | 0.00% | −184,934−85.7% | Reduced |
| Assenagon Asset Management S.A. | 32,657 | $776.9K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 35,100 | $835.0K | 0.09% | +35,100 | New |
| TD Asset Management Inc | 37,392 | $889.6K | 0.00% | −97,276−72.2% | Reduced |
| Gsa Capital Partners LLP | 37,891 | $901.0K | 0.06% | +27,077+250.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 39,048 | $929.0K | 0.00% | +39,048 | New |
| Wesbanco Bank Inc | 39,363 | $936.4K | 0.03% | +13,700+53.4% | Added |
| Corebridge Financial, Inc. | 41,318 | $983.0K | 0.01% | +41,318 | New |
| Dark Forest Capital Management LP | 41,526 | $987.9K | 0.18% | +31,199+302.1% | Added |
| Verition Fund Management LLC | 42,866 | $1.02M | 0.01% | +42,866 | New |
| Pathstone Holdings, LLC | 43,813 | $1.04M | 0.00% | +11,457+35.4% | Added |
| MetLife Investment Management | 44,343 | $1.05M | 0.01% | +4,516+11.3% | Added |
| Boothbay Fund Management, LLC | 44,658 | $1.06M | 0.03% | +14,092+46.1% | Added |
| Harbor Capital Advisors, Inc. | 46,414 | $1.10M | 0.08% | −533−1.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 46,962 | $1.12M | 0.09% | −47,306−50.2% | Reduced |
| HSBC Holdings PLC | 50,267 | $1.18M | 0.00% | +41,611+480.7% | Added |