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 |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 53,244 | $1.27M | 0.13% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 39,363 | $1.27M | 0.04% | 00.0% | Unchanged |
| Bamco Inc | 40,000 | $1.29M | 0.00% | −45,000−52.9% | Reduced |
| Corebridge Financial, Inc. | 41,064 | $1.32M | 0.01% | −254−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 42,038 | $1.36M | 0.00% | +2,990+7.7% | Added |
| MetLife Investment Management | 44,343 | $1.43M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 44,601 | $1.44M | 0.00% | −37,391−45.6% | Reduced |
| Principal Financial Group Inc | 45,552 | $1.47M | 0.00% | +45,552 | New |
| Moore Capital Management, LP | 50,000 | $1.61M | 0.05% | −25,000−33.3% | Reduced |
| NFJ Investment Group, LLC | 52,368 | $1.69M | 0.05% | +52,368 | New |
| Hudson Bay Capital Management LP | 52,717 | $1.70M | 0.01% | +52,717 | New |
| Harbor Capital Advisors, Inc. | 53,855 | $1.74M | 0.08% | +7,441+16.0% | Added |
| Wells Fargo & Company | 56,148 | $1.81M | 0.00% | +2,395+4.5% | Added |
| Pathstone Holdings, LLC | 57,347 | $1.85M | 0.01% | +13,534+30.9% | Added |
| Citigroup Inc | 57,604 | $1.86M | 0.00% | +36,291+170.3% | Added |
| Sterling Capital Management LLC | 59,371 | $1.91M | 0.02% | +59,371 | New |
| Raymond James & Associates | 60,039 | $1.94M | 0.00% | −8,833−12.8% | Reduced |
| Price T Rowe Associates Inc | 60,817 | $1.96M | 0.00% | −319,189−84.0% | Reduced |
| State of New Jersey Common Pension Fund D | 61,033 | $1.97M | 0.01% | +61,033 | New |
| Tranquility Partners, LLC | 61,892 | $2.00M | 0.72% | 00.0% | Unchanged |
| 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 |
| California State Teachers Retirement System | 66,627 | $2.15M | 0.00% | −1,811−2.6% | Reduced |
| Dark Forest Capital Management LP | 68,394 | $2.21M | 0.28% | +26,868+64.7% | Added |
| MidWestOne Financial Group, Inc. | 73,502 | $2.37M | 0.33% | +2,716+3.8% | Added |
| Legal & General Group Plc | 75,500 | $2.43M | 0.00% | +6,970+10.2% | Added |
| Redwood Investments, LLC | 78,496 | $2.53M | 0.75% | −18,187−18.8% | Reduced |
| Deutsche Bank AG | 80,172 | $2.58M | 0.00% | +10,718+15.4% | Added |
| Thornburg Investment Management Inc | 91,031 | $2.93M | 0.04% | −2,046−2.2% | Reduced |
| Alliancebernstein L.P. | 93,308 | $3.01M | 0.00% | +3,210+3.6% | Added |
| Royal Bank of Canada | 103,695 | $3.34M | 0.00% | +2,806+2.8% | Added |
| Rhumbline Advisers | 120,264 | $3.88M | 0.00% | −7,688−6.0% | Reduced |
| Jane Street Group, LLC | 123,972 | $4.00M | 0.01% | −121,648−49.5% | Reduced |
| Barclays PLC | 129,133 | $4.16M | 0.00% | −211,901−62.1% | Reduced |
| Holocene Advisors, LP | 131,504 | $4.24M | 0.02% | +33,680+34.4% | Added |
| Swiss National Bank | 137,100 | $4.42M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 148,138 | $4.78M | 0.00% | +540+0.4% | Added |
| State of Wisconsin Investment Board | 150,917 | $4.87M | 0.01% | +12,919+9.4% | Added |
| Shay Capital LLC | 165,000 | $5.32M | 1.57% | +165,000 | New |
| Dimension Capital Management LLC | 172,598 | $5.56M | 1.05% | −38,000−18.0% | Reduced |
| JPMorgan Chase & Co | 189,436 | $6.11M | 0.00% | +5,551+3.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 200,000 | $6.45M | 0.29% | +25,000+14.3% | Added |
| Sivik Global Healthcare LLC | 230,000 | $7.42M | 3.16% | −20,000−8.0% | Reduced |
| Kennedy Capital Management, Inc. | 247,055 | $7.97M | 0.18% | −163,070−39.8% | Reduced |
| First Eagle Investment Management, LLC | 249,178 | $8.03M | 0.02% | −60,296−19.5% | Reduced |
| Ardsley Advisory Partners LP | 255,000 | $8.22M | 1.56% | +65,000+34.2% | Added |
| Bank of New York Mellon Corp | 289,589 | $9.34M | 0.00% | −57,896−16.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 292,736 | $9.44M | 0.02% | −243,753−45.4% | Reduced |
| Segall Bryant & Hamill, LLC | 303,467 | $9.78M | 0.13% | −12,395−3.9% | Reduced |
| Pier Capital, LLC | 329,882 | $10.6M | 1.50% | +1,589+0.5% | Added |
| Susquehanna International Group, LLP | 408,676 | $13.2M | 0.02% | −145,213−26.2% | Reduced |
| American Century Companies Inc | 432,222 | $13.9M | 0.01% | +432,222 | New |
| Morgan Stanley | 445,460 | $14.4M | 0.00% | −6,473−1.4% | Reduced |
| Walleye Capital LLC | 499,394 | $16.1M | 0.17% | +108,031+27.6% | Added |
| Royce & Associates LP | 510,261 | $16.5M | 0.15% | +55,545+12.2% | Added |
| WCM Investment Management, LLC | 522,084 | $16.7M | 0.04% | +1,819+0.3% | Added |
| Point72 Asset Management, L.P. | 537,915 | $17.3M | 0.06% | −693,209−56.3% | Reduced |
| Columbus Hill Capital Management, L.P. | 541,046 | $17.4M | 3.57% | 00.0% | Unchanged |
| Bank of America Corp | 555,035 | $17.9M | 0.00% | −11,764−2.1% | Reduced |
| UBS Asset Management Americas Inc | 578,548 | $18.7M | 0.00% | −1,768−0.3% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 599,861 | $19.3M | 1.48% | +82,894+16.0% | Added |
| Nuveen Asset Management, LLC | 687,283 | $22.2M | 0.01% | +200,825+41.3% | Added |
| Silvercrest Asset Management Group LLC | 689,024 | $22.2M | 0.15% | +232,293+50.9% | Added |
| ThornTree Capital Partners LP | 736,999 | $23.8M | 4.96% | −262,950−26.3% | Reduced |
| Northern Trust Corp | 746,133 | $24.1M | 0.00% | +31,086+4.3% | Added |
| Charles Schwab Investment Management Inc | 772,746 | $24.9M | 0.00% | +38,810+5.3% | Added |
| Norges Bank | 817,369 | $26.4M | 0.00% | −25,507−3.0% | Reduced |
| Avidity Partners Management LP | 827,000 | $26.7M | 1.36% | −479,477−36.7% | Reduced |
| E. Ohman J:or Asset Management AB | 886,088 | $28.6M | 0.71% | +209,888+31.0% | Added |
| Goldman Sachs Group Inc | 1,076,564 | $34.7M | 0.01% | −402,620−27.2% | Reduced |
| Ameriprise Financial Inc | 1,157,188 | $37.3M | 0.01% | +713,818+161.0% | Added |
| Victory Capital Management Inc | 1,330,399 | $42.9M | 0.04% | +777,038+140.4% | Added |
| King Street Capital Management, L.P. | 1,450,000 | $46.7M | 32.28% | +1,450,000 | New |
| Deerfield Management Company, L.P. (Series C) | 1,780,287 | $57.4M | 0.86% | −2,927,000−62.2% | Reduced |
| State Street Corp | 1,799,054 | $58.0M | 0.00% | −10,810−0.6% | Reduced |
| Geode Capital Management, LLC | 1,864,346 | $60.1M | 0.00% | +42,897+2.4% | Added |
| Invesco Ltd. | 2,770,330 | $89.3M | 0.02% | +1,760,946+174.5% | Added |
| Dimensional Fund Advisors LP | 3,014,049 | $97.2M | 0.02% | +212,958+7.6% | Added |
| Clearbridge Investments, LLC | 4,501,055 | $145.1M | 0.11% | −1,084,475−19.4% | Reduced |
| Janus Henderson Group PLC | 5,497,368 | $177.2M | 0.09% | +1,184,450+27.5% | Added |
| Vanguard Group Inc | 7,446,133 | $240.1M | 0.00% | −24,931−0.3% | Reduced |
| BlackRock, Inc. | 7,652,504 | $246.7M | 0.01% | +7,652,504 | New |
| Wellington Management Group LLP | 9,846,001 | $317.4M | 0.06% | −617,585−5.9% | Reduced |
| FMR LLC | 18,311,867 | $590.4M | 0.04% | +546,869+3.1% | Added |
| Bain Capital Investors LLC | 49,946,972 | $1.61B | 42.12% | 00.0% | Unchanged |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −2,881,227−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −285,399−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −96,070−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −95,909−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −64,805−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −50,768−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −44,658−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −42,866−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −37,891−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −37,392−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −35,100−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −32,657−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,060−100.0% | Sold out |