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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −7,861−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,846−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,139−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |