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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 33 | $0 | 0.00% | −7−17.5% | Reduced |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| IFP Advisors, Inc | 1 | $21 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $21 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $22 | 0.00% | −19−95.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2 | $42 | 0.00% | −161−98.8% | Reduced |
| SBI Securities Co., Ltd. | 2 | $42 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 5 | $106 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $149 | 0.00% | −5−41.7% | Reduced |
| Farther Finance Advisors, LLC | 9 | $191 | 0.00% | −13−59.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 12 | $254 | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 17 | $360 | 0.00% | −40−70.2% | Reduced |
| EverSource Wealth Advisors, LLC | 23 | $487 | 0.00% | +23 | New |
| CoreCap Advisors, LLC | 23 | $487 | 0.00% | +23 | New |
| Hexagon Capital Partners LLC | 27 | $572 | 0.00% | +25+1,250.0% | Added |
| Smartleaf Asset Management LLC | 28 | $575 | 0.00% | −57−67.1% | Reduced |
| SRS Capital Advisors, Inc. | 31 | $657 | 0.00% | +31 | New |
| J.Safra Asset Management Corp | 36 | $741 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $804 | 0.00% | −95−71.4% | Reduced |
| Rothschild Investment LLC | 45 | $953 | 0.00% | −35−43.8% | Reduced |
| R Squared Ltd | 50 | $1.06K | 0.00% | +50 | New |
| Fifth Third Bancorp | 74 | $1.57K | 0.00% | −52−41.3% | Reduced |
| Bell Investment Advisors, Inc | 88 | $1.86K | 0.00% | +88 | New |
| GAMMA Investing LLC | 111 | $2.35K | 0.00% | −16−12.6% | Reduced |
| Parallel Advisors, LLC | 150 | $3.18K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 165 | $3.49K | 0.00% | +153+1,275.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169 | $3.58K | 0.00% | −7−4.0% | Reduced |
| Venturi Wealth Management, LLC | 236 | $5.00K | 0.00% | +236 | New |
| Jones Financial Companies LLLP | 297 | $6.29K | 0.00% | +297 | New |
| Allworth Financial LP | 312 | $6.35K | 0.00% | +151+93.8% | Added |
| CWM, LLC | 321 | $7.00K | 0.00% | −212−39.8% | Reduced |
| Quarry LP | 362 | $7.66K | 0.00% | −485−57.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 369 | $7.81K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 499 | $10.6K | 0.00% | +499 | New |
| US Bancorp | 503 | $10.6K | 0.00% | −2,175−81.2% | Reduced |
| Nisa Investment Advisors, LLC | 609 | $12.9K | 0.00% | −140−18.7% | Reduced |
| The PNC Financial Services Group, Inc. | 627 | $13.3K | 0.00% | −434−40.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 803 | $17.0K | 0.02% | +803 | New |
| Principal Securities, Inc. | 831 | $17.6K | 0.00% | +464+126.4% | Added |
| Public Employees Retirement System of Ohio | 905 | $19.2K | 0.00% | +303+50.3% | Added |
| Signaturefd, LLC | 1,097 | $23.2K | 0.00% | +642+141.1% | Added |
| Comerica Bank | 1,259 | $26.6K | 0.00% | −26−2.0% | Reduced |
| Quadrant Capital Group LLC | 1,259 | $26.7K | 0.00% | −136−9.7% | Reduced |
| Covestor Ltd | 2,202 | $47.0K | 0.03% | −825−27.3% | Reduced |
| Amalgamated Bank | 2,655 | $56.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 2,000 | $64.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,962 | $84.0K | 0.00% | +1,577+66.1% | Added |
| State of Wyoming | 4,002 | $84.7K | 0.01% | +1,943+94.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,296 | $91.0K | 0.02% | +465+12.1% | Added |
| Advisor Group Holdings, Inc. | 5,145 | $108.9K | 0.00% | −232−4.3% | Reduced |
| Russell Investments Group, Ltd. | 6,233 | $132.0K | 0.00% | −11,778−65.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,083 | $150.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,666 | $162.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 9,885 | $209.3K | 0.08% | +1,075+12.2% | Added |
| Pictet Asset Management Holding SA | 9,940 | $210.4K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 10,280 | $217.6K | 0.19% | +1,460+16.6% | Added |
| Tower Research Capital LLC (TRC) | 10,762 | $227.8K | 0.00% | +7,925+279.3% | Added |
| AQR Capital Management LLC | 11,230 | $237.7K | 0.00% | +11,230 | New |
| Empowered Funds, LLC | 11,575 | $245.0K | 0.00% | +11,575 | New |
| Captrust Financial Advisors | 11,650 | $246.6K | 0.00% | +59+0.5% | Added |
| Millennium Management LLC | 12,468 | $263.9K | 0.00% | +12,468 | New |
| KLP Kapitalforvaltning AS | 12,900 | $273.1K | 0.00% | +12,900 | New |
| HRT Financial LP | 14,075 | $297.0K | 0.00% | −6,864−32.8% | Reduced |
| Creative Planning | 14,401 | $304.9K | 0.00% | +6,385+79.7% | Added |
| Great West Life Assurance Co | 14,998 | $317.0K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 15,300 | $323.9K | 0.01% | +15,300 | New |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $330.9K | 0.12% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 16,406 | $347.3K | 0.00% | +16,406 | New |
| LPL Financial LLC | 16,749 | $354.6K | 0.00% | +3,062+22.4% | Added |
| Bridgefront Capital, LLC | 16,777 | $355.2K | 0.12% | +16,777 | New |
| AlphaCentric Advisors LLC | 17,684 | $374.4K | 0.37% | +17,684 | New |
| Handelsbanken Fonder AB | 18,100 | $383.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 19,034 | $403.0K | 0.05% | +6,131+47.5% | Added |
| State Board of Administration of Florida Retirement System | 19,273 | $408.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 20,258 | $428.9K | 0.00% | +129+0.6% | Added |
| Franklin Resources Inc | 20,563 | $435.3K | 0.00% | −761−3.6% | Reduced |
| Headlands Technologies LLC | 21,017 | $444.9K | 0.04% | +15,443+277.1% | Added |
| ProShare Advisors LLC | 21,629 | $457.9K | 0.00% | +7,116+49.0% | Added |
| Mackenzie Financial Corp | 21,974 | $465.2K | 0.00% | +599+2.8% | Added |
| Wolverine Asset Management LLC | 23,193 | $491.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,352 | $494.4K | 0.00% | +4,119+21.4% | Added |
| New York State Common Retirement Fund | 23,438 | $496.2K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 24,347 | $515.4K | 0.00% | −485,914−95.2% | Reduced |
| Group One Trading, L.P. | 24,830 | $525.7K | 0.02% | +23,656+2,015.0% | Added |
| Pathstone Holdings, LLC | 24,833 | $525.7K | 0.00% | −32,514−56.7% | Reduced |
| Maven Securities LTD | 25,000 | $529.3K | 0.09% | +25,000 | New |
| Ameriprise Financial Inc | 26,570 | $562.5K | 0.00% | −1,130,618−97.7% | Reduced |
| HSBC Holdings PLC | 27,182 | $574.4K | 0.00% | −4,425−14.0% | Reduced |
| MidWestOne Financial Group, Inc. | 27,984 | $592.4K | 0.08% | −45,518−61.9% | Reduced |
| Nine Masts Capital Ltd | 28,648 | $606.5K | 0.11% | +28,648 | New |
| Sanctuary Advisors, LLC | 24,778 | $638.0K | 0.00% | +5,351+27.5% | Added |
| Intech Investment Management LLC | 31,160 | $659.7K | 0.01% | +11,697+60.1% | Added |
| Envestnet Asset Management Inc | 32,707 | $692.4K | 0.00% | +4,954+17.9% | Added |
| Tudor Investment Corp Et Al | 34,954 | $740.0K | 0.01% | +34,954 | New |
| Corebridge Financial, Inc. | 38,182 | $808.3K | 0.00% | −2,882−7.0% | Reduced |
| Wesbanco Bank Inc | 39,363 | $833.3K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 43,338 | $917.5K | 0.00% | +20,949+93.6% | Added |
| SEI Investments Co | 43,666 | $924.4K | 0.00% | +5,333+13.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 43,678 | $924.7K | 0.00% | +1,640+3.9% | Added |
| Manufacturers Life Insurance Company, The | 43,902 | $929.4K | 0.00% | −699−1.6% | Reduced |