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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $161 | 0.00% | +5 | New |
| Huntington National Bank | 11 | $355 | 0.00% | +11 | New |
| Global Retirement Partners, LLC | 12 | $387 | 0.00% | −6−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $387 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 16 | $516 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 20 | $645 | 0.00% | +8+66.7% | Added |
| Farther Finance Advisors, LLC | 22 | $708 | 0.00% | −594−96.4% | Reduced |
| Hemington Wealth Management | 40 | $1.00K | 0.00% | +40 | New |
| J.Safra Asset Management Corp | 36 | $1.15K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 57 | $1.84K | 0.00% | +30+111.1% | Added |
| Bessemer Group Inc | 75 | $2.00K | 0.00% | +75 | New |
| Rothschild Investment LLC | 80 | $2.58K | 0.00% | +55+220.0% | Added |
| Smartleaf Asset Management LLC | 85 | $2.71K | 0.00% | +10+13.3% | Added |
| Fifth Third Bancorp | 126 | $4.06K | 0.00% | +126 | New |
| GAMMA Investing LLC | 127 | $4.09K | 0.00% | +89+234.2% | Added |
| Lindbrook Capital, LLC | 133 | $4.29K | 0.00% | +88+195.6% | Added |
| Parallel Advisors, LLC | 150 | $4.84K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 161 | $5.19K | 0.00% | +22+15.8% | Added |
| Northwestern Mutual Wealth Management Co | 163 | $5.25K | 0.00% | +163 | New |
| C M Bidwell & Associates Ltd | 172 | $5.54K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 176 | $5.67K | 0.00% | −18−9.3% | Reduced |
| Ronald Blue Trust, Inc. | 451 | $10.7K | 0.00% | +375+493.4% | Added |
| Principal Securities, Inc. | 367 | $11.8K | 0.00% | +110+42.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 369 | $11.9K | 0.00% | −60−14.0% | Reduced |
| PEAK6 Investments LLC | 400 | $12.9K | 0.00% | −2,810−87.5% | Reduced |
| Signaturefd, LLC | 455 | $14.7K | 0.00% | −47−9.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 500 | $16.1K | 0.00% | +500 | New |
| CWM, LLC | 533 | $17.0K | 0.00% | +341+177.6% | Added |
| Public Employees Retirement System of Ohio | 602 | $19.4K | 0.00% | +199+49.4% | Added |
| Nisa Investment Advisors, LLC | 749 | $24.1K | 0.00% | −54−6.7% | Reduced |
| Quarry LP | 847 | $27.3K | 0.01% | −2,235−72.5% | Reduced |
| Clear Street Markets LLC | 1,000 | $32.0K | 0.02% | +1,000 | New |
| The PNC Financial Services Group, Inc. | 1,061 | $34.2K | 0.00% | +326+44.4% | Added |
| Group One Trading, L.P. | 1,174 | $37.9K | 0.00% | −7,400−86.3% | Reduced |
| Comerica Bank | 1,285 | $41.4K | 0.00% | +90+7.5% | Added |
| Quadrant Capital Group LLC | 1,395 | $45.0K | 0.00% | +2+0.1% | Added |
| STRS Ohio | 1,400 | $45.1K | 0.00% | −500−26.3% | Reduced |
| Pinnacle Financial Partners Inc | 2,000 | $64.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,059 | $66.4K | 0.01% | −2,509−54.9% | Reduced |
| KBC Group NV | 2,385 | $77.0K | 0.00% | +576+31.8% | Added |
| Amalgamated Bank | 2,655 | $86.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,678 | $86.3K | 0.00% | −506−15.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,837 | $91.5K | 0.00% | −24,917−89.8% | Reduced |
| Covestor Ltd | 3,027 | $98.0K | 0.06% | +10.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,831 | $123.5K | 0.02% | +3,379+747.6% | Added |
| Simplex Trading, LLC | 5,002 | $161.0K | 0.01% | +5,002 | New |
| SG Americas Securities, LLC | 5,031 | $162.0K | 0.00% | −12,245−70.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,377 | $173.4K | 0.00% | +185+3.6% | Added |
| Headlands Technologies LLC | 5,574 | $179.7K | 0.02% | +4,835+654.3% | Added |
| Mariner, LLC | 6,412 | $206.7K | 0.00% | +6,412 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,530 | $210.5K | 0.00% | +6,530 | New |
| Public Employees Retirement Association of Colorado | 7,083 | $228.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,666 | $247.2K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 8,016 | $258.4K | 0.00% | +8,016 | New |
| Versor Investments LP | 8,400 | $270.8K | 0.04% | +8,400 | New |
| Pension & Wealth Management Advisors, Inc. | 8,810 | $284.0K | 0.15% | +1,440+19.5% | Added |
| MeadowBrook Investment Advisors LLC | 8,820 | $284.4K | 0.26% | −3,500−28.4% | Reduced |
| Citadel Advisors LLC | 9,328 | $300.7K | 0.00% | −118,960−92.7% | Reduced |
| D. E. Shaw & Co., Inc. | 9,537 | $307.5K | 0.00% | −147,732−93.9% | Reduced |
| HighTower Advisors, LLC | 9,878 | $313.0K | 0.00% | −1,287−11.5% | Reduced |
| Pictet Asset Management Holding SA | 9,940 | $320.5K | 0.00% | +9,940 | New |
| Zacks Investment Management | 10,095 | $325.5K | 0.00% | −1,660−14.1% | Reduced |
| Captrust Financial Advisors | 11,591 | $373.7K | 0.00% | +10+0.1% | Added |
| Natixis | 11,939 | $384.9K | 0.00% | +11,939 | New |
| Natixis Advisors, L.P. | 12,828 | $414.0K | 0.00% | +376+3.0% | Added |
| CWM Advisors, LLC | 12,903 | $416.0K | 0.04% | −2,168−14.4% | Reduced |
| LPL Financial LLC | 13,687 | $441.3K | 0.00% | +13,687 | New |
| Sanctuary Advisors, LLC | 19,427 | $447.0K | 0.00% | +19,427 | New |
| Harvest Management LLC | 14,100 | $454.6K | 0.25% | +14,100 | New |
| ProShare Advisors LLC | 14,513 | $467.9K | 0.00% | −5,747−28.4% | Reduced |
| Great West Life Assurance Co | 14,998 | $484.0K | 0.00% | +8,904+146.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $504.0K | 0.19% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 15,750 | $507.0K | 0.25% | +15,750 | New |
| Smith Group Asset Management, LLC | 16,160 | $521.0K | 0.04% | +5,282+48.6% | Added |
| BNP Paribas Arbitrage, SA | 16,616 | $535.7K | 0.00% | −84,424−83.6% | Reduced |
| Russell Investments Group, Ltd. | 18,011 | $580.7K | 0.00% | −3,619−16.7% | Reduced |
| Handelsbanken Fonder AB | 18,100 | $584.0K | 0.00% | +4,700+35.1% | Added |
| Los Angeles Capital Management LLC | 19,174 | $618.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,233 | $620.1K | 0.00% | +3,729+24.1% | Added |
| State Board of Administration of Florida Retirement System | 19,273 | $621.4K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 19,463 | $627.5K | 0.01% | +19,463 | New |
| Arizona State Retirement System | 20,129 | $649.0K | 0.00% | +635+3.3% | Added |
| Nomura Holdings Inc | 20,724 | $668.1K | 0.01% | +20,724 | New |
| HRT Financial LP | 20,939 | $675.0K | 0.00% | +20,939 | New |
| Franklin Resources Inc | 21,324 | $677.0K | 0.00% | +3,487+19.5% | Added |
| Mackenzie Financial Corp | 21,375 | $689.1K | 0.00% | +1,376+6.9% | Added |
| Two Sigma Investments, LP | 22,389 | $721.8K | 0.00% | +1,290+6.1% | Added |
| Campbell & CO Investment Adviser LLC | 22,930 | $739.3K | 0.06% | −24,032−51.2% | Reduced |
| ExodusPoint Capital Management, LP | 23,169 | $747.0K | 0.01% | −317,887−93.2% | Reduced |
| Wolverine Asset Management LLC | 23,193 | $747.7K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 23,438 | $755.6K | 0.00% | −7,300−23.7% | Reduced |
| Jefferies Financial Group Inc. | 24,811 | $799.9K | 0.01% | +24,811 | New |
| Voya Investment Management LLC | 24,948 | $804.3K | 0.00% | −504−2.0% | Reduced |
| Envestnet Asset Management Inc | 27,753 | $894.8K | 0.00% | +2,445+9.7% | Added |
| Cannon Global Investment Management, LLC | 29,000 | $935.0K | 2.24% | +11,000+61.1% | Added |
| Alberta Investment Management Corp | 29,353 | $946.3K | 0.01% | +29,353 | New |
| HSBC Holdings PLC | 31,607 | $1.01M | 0.00% | −18,660−37.1% | Reduced |
| Centiva Capital, LP | 37,600 | $1.21M | 0.05% | +21,290+130.5% | Added |
| SEI Investments Co | 38,333 | $1.24M | 0.00% | +8,963+30.5% | Added |