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, Q4 2024
Institutional positions in Surgery Partners, Inc. as of Dec 31, 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
- 183
- +2 vs. Q3 2024
- Shares held
- 141.6M
- +3.85M (+2.8%) vs. Q3 2024
- Total value
- $3.00B
- −$1.44B (−32.5%) vs. Q3 2024
- New holders
- 36
- 70 more added
- Sold out
- 34
- 56 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $1.06B | 30.24% | 00.0% | Unchanged |
| FMR LLC | 16,281,863 | $344.7M | 0.02% | −2,030,004−11.1% | Reduced |
| Janus Henderson Group PLC | 11,554,845 | $244.6M | 0.12% | +6,057,477+110.2% | Added |
| BlackRock, Inc. | 7,750,517 | $164.1M | 0.00% | +98,013+1.3% | Added |
| Vanguard Group Inc | 7,618,404 | $161.3M | 0.00% | +172,271+2.3% | Added |
| Wellington Management Group LLP | 5,926,089 | $125.5M | 0.02% | −3,919,912−39.8% | Reduced |
| Clearbridge Investments, LLC | 4,234,536 | $89.6M | 0.07% | −266,519−5.9% | Reduced |
| Dimensional Fund Advisors LP | 3,577,861 | $75.7M | 0.02% | +563,812+18.7% | Added |
| King Street Capital Management, L.P. | 2,800,000 | $59.3M | 10.24% | +1,350,000+93.1% | Added |
| Invesco Ltd. | 2,161,904 | $45.8M | 0.01% | −608,426−22.0% | Reduced |
| State Street Corp | 1,869,110 | $39.6M | 0.00% | +70,056+3.9% | Added |
| Geode Capital Management, LLC | 1,853,816 | $39.3M | 0.00% | −10,530−0.6% | Reduced |
| Point72 Asset Management, L.P. | 1,746,554 | $37.0M | 0.10% | +1,208,639+224.7% | Added |
| American Century Companies Inc | 1,399,756 | $29.6M | 0.02% | +967,534+223.9% | Added |
| Goldman Sachs Group Inc | 1,269,396 | $26.9M | 0.01% | +192,832+17.9% | Added |
| E. Ohman J:or Asset Management AB | 1,243,111 | $26.3M | 0.61% | +357,023+40.3% | Added |
| Victory Capital Management Inc | 1,241,865 | $26.3M | 0.03% | −88,534−6.7% | Reduced |
| Hein Park Capital Management LP | 1,139,227 | $24.1M | 18.53% | +1,139,227 | New |
| Silvercrest Asset Management Group LLC | 998,505 | $21.1M | 0.14% | +309,481+44.9% | Added |
| UBS Group AG | 990,158 | $21.0M | 0.00% | +842,020+568.4% | Added |
| Charles Schwab Investment Management Inc | 834,417 | $17.7M | 0.00% | +61,671+8.0% | Added |
| Northern Trust Corp | 761,790 | $16.1M | 0.00% | +15,657+2.1% | Added |
| Norges Bank | 746,169 | $15.8M | 0.00% | −71,200−8.7% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 677,464 | $14.3M | 1.10% | +77,603+12.9% | Added |
| Nuveen Asset Management, LLC | 563,554 | $11.9M | 0.00% | −123,729−18.0% | Reduced |
| Hudson Bay Capital Management LP | 555,767 | $11.8M | 0.07% | +503,050+954.2% | Added |
| UBS Asset Management Americas Inc | 555,154 | $11.8M | 0.00% | −23,394−4.0% | Reduced |
| Avidity Partners Management LP | 514,200 | $10.9M | 1.09% | −312,800−37.8% | Reduced |
| WCM Investment Management, LLC | 512,057 | $10.5M | 0.02% | −10,027−1.9% | Reduced |
| Raymond James Financial Inc | 478,488 | $10.1M | 0.00% | +478,488 | New |
| Morgan Stanley | 462,809 | $9.80M | 0.00% | +17,349+3.9% | Added |
| Pentwater Capital Management LP | 425,000 | $9.00M | 0.15% | +425,000 | New |
| Dimension Capital Management LLC | 422,476 | $8.94M | 1.46% | +249,878+144.8% | Added |
| Troluce Capital Advisors LLC | 409,154 | $8.66M | 0.87% | +409,154 | New |
| Kennedy Capital Management, Inc. | 392,087 | $8.30M | 0.18% | +145,032+58.7% | Added |
| Walleye Capital LLC | 390,500 | $8.27M | 0.08% | −108,894−21.8% | Reduced |
| Pier Capital, LLC | 382,493 | $8.10M | 1.16% | +52,611+15.9% | Added |
| Susquehanna International Group, LLP | 369,557 | $7.82M | 0.01% | −39,119−9.6% | Reduced |
| Bank of New York Mellon Corp | 340,776 | $7.21M | 0.00% | +51,187+17.7% | Added |
| Segall Bryant & Hamill, LLC | 299,438 | $6.34M | 0.09% | −4,029−1.3% | Reduced |
| First Eagle Investment Management, LLC | 292,278 | $6.19M | 0.01% | +43,100+17.3% | Added |
| Ardsley Advisory Partners LP | 270,200 | $5.72M | 1.11% | +15,200+6.0% | Added |
| BNP Paribas Arbitrage, SA | 257,213 | $5.45M | 0.00% | +240,597+1,448.0% | Added |
| Bank of America Corp | 220,276 | $4.66M | 0.00% | −334,759−60.3% | Reduced |
| Caption Management, LLC | 208,033 | $4.40M | 0.18% | +208,033 | New |
| Sivik Global Healthcare LLC | 200,000 | $4.23M | 2.34% | −30,000−13.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 199,012 | $4.21M | 0.27% | −988−0.5% | Reduced |
| JPMorgan Chase & Co | 188,966 | $4.00M | 0.00% | −470−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 182,300 | $3.86M | 0.04% | +159,131+686.8% | Added |
| State of Wisconsin Investment Board | 164,260 | $3.48M | 0.01% | +13,343+8.8% | Added |
| Barclays PLC | 141,094 | $2.99M | 0.00% | +11,961+9.3% | Added |
| Swiss National Bank | 137,100 | $2.90M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 127,707 | $2.70M | 0.00% | +102,759+411.9% | Added |
| Rhumbline Advisers | 121,852 | $2.58M | 0.00% | +1,588+1.3% | Added |
| Royal Bank of Canada | 103,035 | $2.18M | 0.00% | −660−0.6% | Reduced |
| Centiva Capital, LP | 102,150 | $2.16M | 0.08% | +64,550+171.7% | Added |
| LMR Partners LLP | 101,800 | $2.16M | 0.04% | +101,800 | New |
| Deutsche Bank AG | 96,512 | $2.04M | 0.00% | +16,340+20.4% | Added |
| Alliancebernstein L.P. | 93,308 | $1.98M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 93,218 | $1.97M | 0.00% | +35,614+61.8% | Added |
| Thornburg Investment Management Inc | 89,687 | $1.90M | 0.03% | −1,344−1.5% | Reduced |
| Holocene Advisors, LP | 87,511 | $1.85M | 0.01% | −43,993−33.5% | Reduced |
| Sterling Capital Management LLC | 84,065 | $1.78M | 0.02% | +24,694+41.6% | Added |
| Freestone Grove Partners LP | 79,211 | $1.68M | 0.02% | +79,211 | New |
| Legal & General Group Plc | 77,737 | $1.65M | 0.00% | +2,237+3.0% | Added |
| Redwood Investments, LLC | 76,882 | $1.63M | 0.44% | −1,614−2.1% | Reduced |
| Jane Street Group, LLC | 71,337 | $1.51M | 0.00% | −52,635−42.5% | Reduced |
| Boothbay Fund Management, LLC | 68,442 | $1.45M | 0.05% | +68,442 | New |
| Harbor Capital Advisors, Inc. | 67,443 | $1.43M | 0.06% | +13,588+25.2% | Added |
| Alberta Investment Management Corp | 67,180 | $1.42M | 0.01% | +37,827+128.9% | Added |
| Price T Rowe Associates Inc | 66,144 | $1.40M | 0.00% | +5,327+8.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $1.40M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 65,864 | $1.39M | 0.00% | −763−1.1% | Reduced |
| Tranquility Partners, LLC | 61,892 | $1.31M | 0.49% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 58,442 | $1.24M | 0.02% | +58,442 | New |
| Wells Fargo & Company | 56,931 | $1.21M | 0.00% | +783+1.4% | Added |
| Citadel Advisors LLC | 53,364 | $1.13M | 0.00% | +44,036+472.1% | Added |
| NFJ Investment Group, LLC | 51,736 | $1.10M | 0.04% | −632−1.2% | Reduced |
| Moore Capital Management, LP | 50,000 | $1.06M | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 49,549 | $1.05M | 0.00% | +3,997+8.8% | Added |
| MetLife Investment Management | 47,027 | $995.6K | 0.01% | +2,684+6.1% | Added |
| Versor Investments LP | 46,200 | $978.1K | 0.17% | +37,800+450.0% | Added |
| Cubist Systematic Strategies, LLC | 45,677 | $967.0K | 0.02% | +45,677 | New |
| Manufacturers Life Insurance Company, The | 43,902 | $929.4K | 0.00% | −699−1.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 43,678 | $924.7K | 0.00% | +1,640+3.9% | Added |
| SEI Investments Co | 43,666 | $924.4K | 0.00% | +5,333+13.9% | Added |
| Two Sigma Investments, LP | 43,338 | $917.5K | 0.00% | +20,949+93.6% | Added |
| Wesbanco Bank Inc | 39,363 | $833.3K | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 38,182 | $808.3K | 0.00% | −2,882−7.0% | Reduced |
| Tudor Investment Corp Et Al | 34,954 | $740.0K | 0.01% | +34,954 | New |
| Envestnet Asset Management Inc | 32,707 | $692.4K | 0.00% | +4,954+17.9% | Added |
| Intech Investment Management LLC | 31,160 | $659.7K | 0.01% | +11,697+60.1% | Added |
| Sanctuary Advisors, LLC | 24,778 | $638.0K | 0.00% | +5,351+27.5% | Added |
| Nine Masts Capital Ltd | 28,648 | $606.5K | 0.11% | +28,648 | New |
| MidWestOne Financial Group, Inc. | 27,984 | $592.4K | 0.08% | −45,518−61.9% | Reduced |
| HSBC Holdings PLC | 27,182 | $574.4K | 0.00% | −4,425−14.0% | Reduced |
| Ameriprise Financial Inc | 26,570 | $562.5K | 0.00% | −1,130,618−97.7% | Reduced |
| Maven Securities LTD | 25,000 | $529.3K | 0.09% | +25,000 | New |
| Pathstone Holdings, LLC | 24,833 | $525.7K | 0.00% | −32,514−56.7% | Reduced |
| Group One Trading, L.P. | 24,830 | $525.7K | 0.02% | +23,656+2,015.0% | Added |