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, Q3 2024
Institutional positions in Surgery Partners, Inc. as of Sep 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
- 185
- +6 vs. Q2 2024
- Shares held
- 137.9M
- +3.68M (+2.7%) vs. Q2 2024
- Total value
- $4.45B
- +$1.25B (+39.2%) vs. Q2 2024
- New holders
- 36
- 68 more added
- Sold out
- 30
- 61 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $1.61B | 42.12% | 00.0% | Unchanged |
| FMR LLC | 18,311,867 | $590.4M | 0.04% | +546,869+3.1% | Added |
| Wellington Management Group LLP | 9,846,001 | $317.4M | 0.06% | −617,585−5.9% | Reduced |
| BlackRock, Inc. | 7,652,504 | $246.7M | 0.01% | +7,652,504 | New |
| Vanguard Group Inc | 7,446,133 | $240.1M | 0.00% | −24,931−0.3% | Reduced |
| Janus Henderson Group PLC | 5,497,368 | $177.2M | 0.09% | +1,184,450+27.5% | Added |
| Clearbridge Investments, LLC | 4,501,055 | $145.1M | 0.11% | −1,084,475−19.4% | Reduced |
| Dimensional Fund Advisors LP | 3,014,049 | $97.2M | 0.02% | +212,958+7.6% | Added |
| Invesco Ltd. | 2,770,330 | $89.3M | 0.02% | +1,760,946+174.5% | Added |
| Geode Capital Management, LLC | 1,864,346 | $60.1M | 0.00% | +42,897+2.4% | Added |
| State Street Corp | 1,799,054 | $58.0M | 0.00% | −10,810−0.6% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 1,780,287 | $57.4M | 0.86% | −2,927,000−62.2% | Reduced |
| King Street Capital Management, L.P. | 1,450,000 | $46.7M | 32.28% | +1,450,000 | New |
| Victory Capital Management Inc | 1,330,399 | $42.9M | 0.04% | +777,038+140.4% | Added |
| Ameriprise Financial Inc | 1,157,188 | $37.3M | 0.01% | +713,818+161.0% | Added |
| Goldman Sachs Group Inc | 1,076,564 | $34.7M | 0.01% | −402,620−27.2% | Reduced |
| E. Ohman J:or Asset Management AB | 886,088 | $28.6M | 0.71% | +209,888+31.0% | Added |
| Avidity Partners Management LP | 827,000 | $26.7M | 1.36% | −479,477−36.7% | Reduced |
| Norges Bank | 817,369 | $26.4M | 0.00% | −25,507−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 772,746 | $24.9M | 0.00% | +38,810+5.3% | Added |
| Northern Trust Corp | 746,133 | $24.1M | 0.00% | +31,086+4.3% | Added |
| ThornTree Capital Partners LP | 736,999 | $23.8M | 4.96% | −262,950−26.3% | Reduced |
| Silvercrest Asset Management Group LLC | 689,024 | $22.2M | 0.15% | +232,293+50.9% | Added |
| Nuveen Asset Management, LLC | 687,283 | $22.2M | 0.01% | +200,825+41.3% | Added |
| Mesirow Institutional Investment Management, Inc. | 599,861 | $19.3M | 1.48% | +82,894+16.0% | Added |
| UBS Asset Management Americas Inc | 578,548 | $18.7M | 0.00% | −1,768−0.3% | Reduced |
| Bank of America Corp | 555,035 | $17.9M | 0.00% | −11,764−2.1% | Reduced |
| Columbus Hill Capital Management, L.P. | 541,046 | $17.4M | 3.57% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 537,915 | $17.3M | 0.06% | −693,209−56.3% | Reduced |
| WCM Investment Management, LLC | 522,084 | $16.7M | 0.04% | +1,819+0.3% | Added |
| Royce & Associates LP | 510,261 | $16.5M | 0.15% | +55,545+12.2% | Added |
| Walleye Capital LLC | 499,394 | $16.1M | 0.17% | +108,031+27.6% | Added |
| Morgan Stanley | 445,460 | $14.4M | 0.00% | −6,473−1.4% | Reduced |
| American Century Companies Inc | 432,222 | $13.9M | 0.01% | +432,222 | New |
| Susquehanna International Group, LLP | 408,676 | $13.2M | 0.02% | −145,213−26.2% | Reduced |
| Pier Capital, LLC | 329,882 | $10.6M | 1.50% | +1,589+0.5% | Added |
| Segall Bryant & Hamill, LLC | 303,467 | $9.78M | 0.13% | −12,395−3.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 292,736 | $9.44M | 0.02% | −243,753−45.4% | Reduced |
| Bank of New York Mellon Corp | 289,589 | $9.34M | 0.00% | −57,896−16.7% | Reduced |
| Ardsley Advisory Partners LP | 255,000 | $8.22M | 1.56% | +65,000+34.2% | Added |
| First Eagle Investment Management, LLC | 249,178 | $8.03M | 0.02% | −60,296−19.5% | Reduced |
| Kennedy Capital Management, Inc. | 247,055 | $7.97M | 0.18% | −163,070−39.8% | Reduced |
| Sivik Global Healthcare LLC | 230,000 | $7.42M | 3.16% | −20,000−8.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 200,000 | $6.45M | 0.29% | +25,000+14.3% | Added |
| JPMorgan Chase & Co | 189,436 | $6.11M | 0.00% | +5,551+3.0% | Added |
| Dimension Capital Management LLC | 172,598 | $5.56M | 1.05% | −38,000−18.0% | Reduced |
| Shay Capital LLC | 165,000 | $5.32M | 1.57% | +165,000 | New |
| State of Wisconsin Investment Board | 150,917 | $4.87M | 0.01% | +12,919+9.4% | Added |
| UBS Group AG | 148,138 | $4.78M | 0.00% | +540+0.4% | Added |
| Swiss National Bank | 137,100 | $4.42M | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 131,504 | $4.24M | 0.02% | +33,680+34.4% | Added |
| Barclays PLC | 129,133 | $4.16M | 0.00% | −211,901−62.1% | Reduced |
| Jane Street Group, LLC | 123,972 | $4.00M | 0.01% | −121,648−49.5% | Reduced |
| Rhumbline Advisers | 120,264 | $3.88M | 0.00% | −7,688−6.0% | Reduced |
| Royal Bank of Canada | 103,695 | $3.34M | 0.00% | +2,806+2.8% | Added |
| Alliancebernstein L.P. | 93,308 | $3.01M | 0.00% | +3,210+3.6% | Added |
| Thornburg Investment Management Inc | 91,031 | $2.93M | 0.04% | −2,046−2.2% | Reduced |
| Deutsche Bank AG | 80,172 | $2.58M | 0.00% | +10,718+15.4% | Added |
| Redwood Investments, LLC | 78,496 | $2.53M | 0.75% | −18,187−18.8% | Reduced |
| Legal & General Group Plc | 75,500 | $2.43M | 0.00% | +6,970+10.2% | Added |
| MidWestOne Financial Group, Inc. | 73,502 | $2.37M | 0.33% | +2,716+3.8% | Added |
| Dark Forest Capital Management LP | 68,394 | $2.21M | 0.28% | +26,868+64.7% | Added |
| California State Teachers Retirement System | 66,627 | $2.15M | 0.00% | −1,811−2.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $2.13M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 66,028 | $2.13M | 0.02% | +66,028 | New |
| Tranquility Partners, LLC | 61,892 | $2.00M | 0.72% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 61,033 | $1.97M | 0.01% | +61,033 | New |
| Price T Rowe Associates Inc | 60,817 | $1.96M | 0.00% | −319,189−84.0% | Reduced |
| Raymond James & Associates | 60,039 | $1.94M | 0.00% | −8,833−12.8% | Reduced |
| Sterling Capital Management LLC | 59,371 | $1.91M | 0.02% | +59,371 | New |
| Citigroup Inc | 57,604 | $1.86M | 0.00% | +36,291+170.3% | Added |
| Pathstone Holdings, LLC | 57,347 | $1.85M | 0.01% | +13,534+30.9% | Added |
| Wells Fargo & Company | 56,148 | $1.81M | 0.00% | +2,395+4.5% | Added |
| Harbor Capital Advisors, Inc. | 53,855 | $1.74M | 0.08% | +7,441+16.0% | Added |
| Hudson Bay Capital Management LP | 52,717 | $1.70M | 0.01% | +52,717 | New |
| NFJ Investment Group, LLC | 52,368 | $1.69M | 0.05% | +52,368 | New |
| Moore Capital Management, LP | 50,000 | $1.61M | 0.05% | −25,000−33.3% | Reduced |
| Principal Financial Group Inc | 45,552 | $1.47M | 0.00% | +45,552 | New |
| Manufacturers Life Insurance Company, The | 44,601 | $1.44M | 0.00% | −37,391−45.6% | Reduced |
| MetLife Investment Management | 44,343 | $1.43M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 42,038 | $1.36M | 0.00% | +2,990+7.7% | Added |
| Corebridge Financial, Inc. | 41,064 | $1.32M | 0.01% | −254−0.6% | Reduced |
| Bamco Inc | 40,000 | $1.29M | 0.00% | −45,000−52.9% | Reduced |
| Wesbanco Bank Inc | 39,363 | $1.27M | 0.04% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 53,244 | $1.27M | 0.13% | 00.0% | Unchanged |
| SEI Investments Co | 38,333 | $1.24M | 0.00% | +8,963+30.5% | Added |
| Centiva Capital, LP | 37,600 | $1.21M | 0.05% | +21,290+130.5% | Added |
| HSBC Holdings PLC | 31,607 | $1.01M | 0.00% | −18,660−37.1% | Reduced |
| Alberta Investment Management Corp | 29,353 | $946.3K | 0.01% | +29,353 | New |
| Cannon Global Investment Management, LLC | 29,000 | $935.0K | 2.24% | +11,000+61.1% | Added |
| Envestnet Asset Management Inc | 27,753 | $894.8K | 0.00% | +2,445+9.7% | Added |
| Voya Investment Management LLC | 24,948 | $804.3K | 0.00% | −504−2.0% | Reduced |
| Jefferies Financial Group Inc. | 24,811 | $799.9K | 0.01% | +24,811 | New |
| New York State Common Retirement Fund | 23,438 | $755.6K | 0.00% | −7,300−23.7% | Reduced |
| Wolverine Asset Management LLC | 23,193 | $747.7K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 23,169 | $747.0K | 0.01% | −317,887−93.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,930 | $739.3K | 0.06% | −24,032−51.2% | Reduced |
| Two Sigma Investments, LP | 22,389 | $721.8K | 0.00% | +1,290+6.1% | Added |
| Mackenzie Financial Corp | 21,375 | $689.1K | 0.00% | +1,376+6.9% | Added |
| Franklin Resources Inc | 21,324 | $677.0K | 0.00% | +3,487+19.5% | Added |