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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −26,276−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −23,050−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −22,094−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −20,204−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −18,938−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,774−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,130−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,716−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,506−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,245−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,684−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |