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