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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 25,452 | $605.5K | 0.00% | −15,273−37.5% | Reduced |
| Envestnet Asset Management Inc | 25,308 | $602.1K | 0.00% | −3,644−12.6% | Reduced |
| Wolverine Asset Management LLC | 23,193 | $551.8K | 0.01% | +23,193 | New |
| Scientech Research LLC | 23,050 | $548.4K | 0.11% | +23,050 | New |
| Penn Capital Management Co Inc | 22,094 | $528.3K | 0.05% | −293,809−93.0% | Reduced |
| Russell Investments Group, Ltd. | 21,630 | $514.6K | 0.00% | −3,279−13.2% | Reduced |
| Citigroup Inc | 21,313 | $507.0K | 0.00% | +6,883+47.7% | Added |
| Two Sigma Investments, LP | 21,099 | $501.9K | 0.00% | −17,969−46.0% | Reduced |
| ProShare Advisors LLC | 20,260 | $482.0K | 0.00% | +6,672+49.1% | Added |
| First Trust Advisors LP | 20,204 | $480.7K | 0.00% | +20,204 | New |
| Mackenzie Financial Corp | 19,999 | $475.8K | 0.00% | +662+3.4% | Added |
| Arizona State Retirement System | 19,494 | $463.8K | 0.00% | +359+1.9% | Added |
| State Board of Administration of Florida Retirement System | 19,273 | $458.5K | 0.00% | +8,740+83.0% | Added |
| Los Angeles Capital Management LLC | 19,174 | $456.1K | 0.00% | −1,950−9.2% | Reduced |
| Bridgewater Associates, LP | 18,938 | $450.5K | 0.00% | +18,938 | New |
| Cannon Global Investment Management, LLC | 18,000 | $428.2K | 1.99% | −2,600−12.6% | Reduced |
| Franklin Resources Inc | 17,837 | $424.3K | 0.00% | +2,999+20.2% | Added |
| SG Americas Securities, LLC | 17,276 | $411.0K | 0.00% | +11,318+190.0% | Added |
| Centiva Capital, LP | 16,310 | $388.0K | 0.02% | +16,310 | New |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $371.9K | 0.15% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,504 | $368.8K | 0.00% | +2,703+21.1% | Added |
| CWM Advisors, LLC | 15,071 | $358.5K | 0.04% | +2,938+24.2% | Added |
| Dynamic Technology Lab Private Ltd | 14,774 | $351.0K | 0.04% | +14,774 | New |
| Bayesian Capital Management, LP | 14,130 | $336.2K | 0.04% | +14,130 | New |
| Handelsbanken Fonder AB | 13,400 | $319.0K | 0.00% | +2,100+18.6% | Added |
| Qube Research & Technologies Ltd | 12,716 | $302.5K | 0.00% | −103,674−89.1% | Reduced |
| Natixis Advisors, L.P. | 12,452 | $296.0K | 0.00% | +1,237+11.0% | Added |
| MeadowBrook Investment Advisors LLC | 12,320 | $293.1K | 0.28% | +1,690+15.9% | Added |
| Zacks Investment Management | 11,755 | $279.6K | 0.00% | −1,302−10.0% | Reduced |
| Captrust Financial Advisors | 11,581 | $275.5K | 0.00% | −40−0.3% | Reduced |
| Brevan Howard Capital Management LP | 11,506 | $273.7K | 0.02% | +11,506 | New |
| Bridgefront Capital, LLC | 11,245 | $267.5K | 0.11% | +11,245 | New |
| HighTower Advisors, LLC | 11,165 | $263.0K | 0.00% | +11,165 | New |
| Smith Group Asset Management, LLC | 10,878 | $258.8K | 0.02% | +66+0.6% | Added |
| Group One Trading, L.P. | 8,574 | $204.0K | 0.01% | +8,574 | New |
| Quantbot Technologies LP | 7,684 | $182.8K | 0.01% | +3,685+92.1% | Added |
| Ameritas Investment Partners, Inc. | 7,666 | $182.4K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 7,370 | $175.3K | 0.10% | +7,370 | New |
| Public Employees Retirement Association of Colorado | 7,083 | $169.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,094 | $145.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,192 | $123.5K | 0.00% | −348−6.3% | Reduced |
| State of Wyoming | 4,568 | $108.7K | 0.02% | +1,955+74.8% | Added |
| EntryPoint Capital, LLC | 4,298 | $102.2K | 0.05% | −2,101−32.8% | Reduced |
| PEAK6 Investments LLC | 3,210 | $76.4K | 0.00% | +3,210 | New |
| US Bancorp | 3,184 | $75.7K | 0.00% | +1,876+143.4% | Added |
| Quarry LP | 3,082 | $73.3K | 0.03% | +1,760+133.1% | Added |
| Covestor Ltd | 3,026 | $72.0K | 0.05% | +1,892+166.8% | Added |
| Amalgamated Bank | 2,655 | $63.0K | 0.00% | +102+4.0% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $59.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,900 | $45.2K | 0.00% | +1,400+280.0% | Added |
| KBC Group NV | 1,809 | $43.0K | 0.00% | +216+13.6% | Added |
| Quadrant Capital Group LLC | 1,393 | $33.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,195 | $28.4K | 0.00% | +214+21.8% | Added |
| Nisa Investment Advisors, LLC | 803 | $19.1K | 0.00% | +120+17.6% | Added |
| Headlands Technologies LLC | 739 | $17.6K | 0.00% | −164−18.2% | Reduced |
| The PNC Financial Services Group, Inc. | 735 | $17.5K | 0.00% | +135+22.5% | Added |
| Farther Finance Advisors, LLC | 616 | $14.4K | 0.00% | −10−1.6% | Reduced |
| SYSTM Wealth Solutions LLC | 529 | $12.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 502 | $11.9K | 0.00% | +493+5,477.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 452 | $10.8K | 0.00% | +452 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 429 | $10.2K | 0.00% | +229+114.5% | Added |
| Public Employees Retirement System of Ohio | 403 | $9.59K | 0.00% | +240+147.2% | Added |
| Principal Securities, Inc. | 257 | $6.11K | 0.00% | +126+96.2% | Added |
| International Assets Investment Management, LLC | 250 | $5.95K | 0.00% | +250 | New |
| CWM, LLC | 192 | $5.00K | 0.00% | +24+14.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 194 | $4.62K | 0.00% | +137+240.4% | Added |
| C M Bidwell & Associates Ltd | 172 | $4.09K | 0.00% | +172 | New |
| Allworth Financial LP | 139 | $4.04K | 0.00% | +129+1,290.0% | Added |
| Parallel Advisors, LLC | 150 | $3.57K | 0.00% | −9−5.7% | Reduced |
| Ronald Blue Trust, Inc. | 76 | $2.27K | 0.00% | +76 | New |
| Smartleaf Asset Management LLC | 75 | $1.82K | 0.00% | +75 | New |
| Lindbrook Capital, LLC | 45 | $1.07K | 0.00% | −65−59.1% | Reduced |
| GAMMA Investing LLC | 38 | $904 | 0.00% | +20+111.1% | Added |
| JFS Wealth Advisors, LLC | 27 | $643 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $595 | 0.00% | +15+150.0% | Added |
| Global Retirement Partners, LLC | 18 | $428 | 0.00% | +6+50.0% | Added |
| SJS Investment Consulting Inc. | 12 | $286 | 0.00% | −2−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $286 | 0.00% | +2+20.0% | Added |
| Innealta Capital, LLC | 8 | $190 | 0.00% | +8 | New |
| Hexagon Capital Partners LLC | 2 | $48 | 0.00% | −8−80.0% | Reduced |
| 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 |