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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 50,768 | $1.21M | 0.02% | +50,768 | New |
| ClariVest Asset Management LLC | 53,244 | $1.27M | 0.13% | +159+0.3% | Added |
| Wells Fargo & Company | 53,753 | $1.28M | 0.00% | +15,629+41.0% | Added |
| Tranquility Partners, LLC | 61,892 | $1.47M | 0.57% | +4,192+7.3% | Added |
| Balyasny Asset Management LLC | 64,805 | $1.54M | 0.00% | +64,805 | New |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $1.57M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 68,438 | $1.63M | 0.00% | −1,798−2.6% | Reduced |
| Legal & General Group Plc | 68,530 | $1.63M | 0.00% | −1,254−1.8% | Reduced |
| Raymond James & Associates | 68,872 | $1.64M | 0.00% | +4,370+6.8% | Added |
| Deutsche Bank AG | 69,454 | $1.65M | 0.00% | −8,685−11.1% | Reduced |
| MidWestOne Financial Group, Inc. | 70,786 | $1.68M | 0.30% | +10,340+17.1% | Added |
| Moore Capital Management, LP | 75,000 | $1.78M | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 81,992 | $1.95M | 0.00% | −19,528−19.2% | Reduced |
| Bamco Inc | 85,000 | $2.02M | 0.01% | −5,000−5.6% | Reduced |
| Alliancebernstein L.P. | 90,098 | $2.14M | 0.00% | +4,170+4.9% | Added |
| Thornburg Investment Management Inc | 93,077 | $2.21M | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 95,909 | $2.28M | 0.00% | +78,318+445.2% | Added |
| Twinbeech Capital LP | 96,070 | $2.29M | 0.04% | +43,495+82.7% | Added |
| Redwood Investments, LLC | 96,683 | $2.29M | 0.78% | −1,525−1.6% | Reduced |
| Holocene Advisors, LP | 97,824 | $2.33M | 0.01% | −13,844−12.4% | Reduced |
| Royal Bank of Canada | 100,889 | $2.40M | 0.00% | +29,338+41.0% | Added |
| BNP Paribas Arbitrage, SA | 101,040 | $2.40M | 0.00% | −320,097−76.0% | Reduced |
| Rhumbline Advisers | 127,952 | $3.04M | 0.00% | +20,963+19.6% | Added |
| Citadel Advisors LLC | 128,288 | $3.05M | 0.00% | −13,468−9.5% | Reduced |
| Swiss National Bank | 137,100 | $3.26M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 137,998 | $3.28M | 0.01% | −3,540−2.5% | Reduced |
| Brant Point Investment Management LLC | 145,000 | $3.45M | 0.81% | +145,000 | New |
| UBS Group AG | 147,598 | $3.51M | 0.00% | −39,602−21.2% | Reduced |
| D. E. Shaw & Co., Inc. | 157,269 | $3.74M | 0.01% | +87,743+126.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 175,000 | $4.16M | 0.20% | +175,000 | New |
| JPMorgan Chase & Co | 183,885 | $4.37M | 0.00% | +6,211+3.5% | Added |
| Ardsley Advisory Partners LP | 190,000 | $4.52M | 0.82% | +5,000+2.7% | Added |
| Integral Health Asset Management, LLC | 200,000 | $4.76M | 0.47% | +200,000 | New |
| Dimension Capital Management LLC | 210,598 | $5.01M | 1.02% | +45,500+27.6% | Added |
| Jane Street Group, LLC | 245,620 | $5.84M | 0.01% | +149,130+154.6% | Added |
| Sivik Global Healthcare LLC | 250,000 | $5.95M | 2.66% | +60,000+31.6% | Added |
| Magnetar Financial LLC | 285,399 | $6.79M | 0.14% | +119,933+72.5% | Added |
| First Eagle Investment Management, LLC | 309,474 | $7.36M | 0.02% | −30,000−8.8% | Reduced |
| Segall Bryant & Hamill, LLC | 315,862 | $7.51M | 0.13% | +8,594+2.8% | Added |
| Pier Capital, LLC | 328,293 | $7.81M | 1.16% | −29,265−8.2% | Reduced |
| Barclays PLC | 341,034 | $8.11M | 0.00% | +181,694+114.0% | Added |
| ExodusPoint Capital Management, LP | 341,056 | $8.11M | 0.09% | +105,265+44.6% | Added |
| Bank of New York Mellon Corp | 347,485 | $8.27M | 0.00% | +38,285+12.4% | Added |
| Price T Rowe Associates Inc | 380,006 | $9.04M | 0.00% | −648,650−63.1% | Reduced |
| Walleye Capital LLC | 391,363 | $9.31M | 0.10% | +45,128+13.0% | Added |
| Kennedy Capital Management, Inc. | 410,125 | $9.76M | 0.21% | −8,494−2.0% | Reduced |
| Ameriprise Financial Inc | 443,370 | $10.5M | 0.00% | +435,984+5,902.8% | Added |
| Morgan Stanley | 451,933 | $10.8M | 0.00% | +61,099+15.6% | Added |
| Royce & Associates LP | 454,716 | $10.8M | 0.10% | +166,680+57.9% | Added |
| Silvercrest Asset Management Group LLC | 456,731 | $10.9M | 0.07% | +456,731 | New |
| Nuveen Asset Management, LLC | 486,458 | $11.6M | 0.00% | +287,783+144.9% | Added |
| Mesirow Institutional Investment Management, Inc. | 516,967 | $12.3M | 1.08% | +516,967 | New |
| WCM Investment Management, LLC | 520,265 | $12.7M | 0.03% | +11,777+2.3% | Added |
| Adage Capital Partners GP, L.L.C. | 536,489 | $12.8M | 0.02% | +170,034+46.4% | Added |
| Columbus Hill Capital Management, L.P. | 541,046 | $12.9M | 2.64% | +153,654+39.7% | Added |
| Victory Capital Management Inc | 553,361 | $13.2M | 0.01% | −106,767−16.2% | Reduced |
| Susquehanna International Group, LLP | 553,889 | $13.2M | 0.02% | −57,048−9.3% | Reduced |
| Bank of America Corp | 566,799 | $13.5M | 0.00% | +172,308+43.7% | Added |
| UBS Asset Management Americas Inc | 580,316 | $13.8M | 0.00% | +65,810+12.8% | Added |
| E. Ohman J:or Asset Management AB | 676,200 | $16.1M | 0.40% | +676,200 | New |
| Northern Trust Corp | 715,047 | $17.0M | 0.00% | −26,549−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 733,936 | $17.5M | 0.00% | +76,143+11.6% | Added |
| Norges Bank | 842,876 | $20.1M | 0.00% | −2,700−0.3% | Reduced |
| ThornTree Capital Partners LP | 999,949 | $23.8M | 4.05% | +453,869+83.1% | Added |
| Invesco Ltd. | 1,009,384 | $24.0M | 0.01% | −1,307,042−56.4% | Reduced |
| Point72 Asset Management, L.P. | 1,231,124 | $29.3M | 0.09% | +1,231,124 | New |
| Avidity Partners Management LP | 1,306,477 | $31.1M | 1.32% | −138,523−9.6% | Reduced |
| Goldman Sachs Group Inc | 1,479,184 | $35.2M | 0.01% | +698,295+89.4% | Added |
| State Street Corp | 1,809,864 | $43.1M | 0.00% | +82,746+4.8% | Added |
| Geode Capital Management, LLC | 1,821,449 | $43.3M | 0.00% | +113,325+6.6% | Added |
| Dimensional Fund Advisors LP | 2,801,091 | $66.6M | 0.02% | +589,499+26.7% | Added |
| Durable Capital Partners LP | 2,881,227 | $68.5M | 0.56% | −1,903,236−39.8% | Reduced |
| Janus Henderson Group PLC | 4,312,918 | $102.6M | 0.05% | +1,808,670+72.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 4,707,287 | $112.0M | 1.86% | +1,520,484+47.7% | Added |
| Clearbridge Investments, LLC | 5,585,530 | $132.9M | 0.11% | +73,007+1.3% | Added |
| Vanguard Group Inc | 7,471,064 | $177.7M | 0.00% | −7,945−0.1% | Reduced |
| BlackRock Inc. | 7,636,766 | $181.7M | 0.00% | +1,278,456+20.1% | Added |
| Wellington Management Group LLP | 10,463,586 | $248.9M | 0.04% | +351,682+3.5% | Added |
| FMR LLC | 17,764,998 | $422.6M | 0.03% | −1,225,790−6.5% | Reduced |
| Bain Capital Investors LLC | 49,946,972 | $1.19B | 25.23% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 0 | $0 | 0.00% | −985,000−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −328,126−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −92,322−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −53,804−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −45,477−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −39,406−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −37,272−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −22,302−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −23,132−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,814−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −20,891−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −18,570−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −15,805−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −11,176−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −10,858−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,423−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,073−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,151−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,965−100.0% | Sold out |