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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 45,677 | $967.0K | 0.02% | +45,677 | New |
| Versor Investments LP | 46,200 | $978.1K | 0.17% | +37,800+450.0% | Added |
| MetLife Investment Management | 47,027 | $995.6K | 0.01% | +2,684+6.1% | Added |
| Principal Financial Group Inc | 49,549 | $1.05M | 0.00% | +3,997+8.8% | Added |
| Moore Capital Management, LP | 50,000 | $1.06M | 0.02% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 51,736 | $1.10M | 0.04% | −632−1.2% | Reduced |
| Citadel Advisors LLC | 53,364 | $1.13M | 0.00% | +44,036+472.1% | Added |
| Wells Fargo & Company | 56,931 | $1.21M | 0.00% | +783+1.4% | Added |
| Engineers Gate Manager LP | 58,442 | $1.24M | 0.02% | +58,442 | New |
| Tranquility Partners, LLC | 61,892 | $1.31M | 0.49% | 00.0% | Unchanged |
| California State Teachers Retirement System | 65,864 | $1.39M | 0.00% | −763−1.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $1.40M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 66,144 | $1.40M | 0.00% | +5,327+8.8% | Added |
| Alberta Investment Management Corp | 67,180 | $1.42M | 0.01% | +37,827+128.9% | Added |
| Harbor Capital Advisors, Inc. | 67,443 | $1.43M | 0.06% | +13,588+25.2% | Added |
| Boothbay Fund Management, LLC | 68,442 | $1.45M | 0.05% | +68,442 | New |
| Jane Street Group, LLC | 71,337 | $1.51M | 0.00% | −52,635−42.5% | Reduced |
| Redwood Investments, LLC | 76,882 | $1.63M | 0.44% | −1,614−2.1% | Reduced |
| Legal & General Group Plc | 77,737 | $1.65M | 0.00% | +2,237+3.0% | Added |
| Freestone Grove Partners LP | 79,211 | $1.68M | 0.02% | +79,211 | New |
| Sterling Capital Management LLC | 84,065 | $1.78M | 0.02% | +24,694+41.6% | Added |
| Holocene Advisors, LP | 87,511 | $1.85M | 0.01% | −43,993−33.5% | Reduced |
| Thornburg Investment Management Inc | 89,687 | $1.90M | 0.03% | −1,344−1.5% | Reduced |
| Citigroup Inc | 93,218 | $1.97M | 0.00% | +35,614+61.8% | Added |
| Alliancebernstein L.P. | 93,308 | $1.98M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 96,512 | $2.04M | 0.00% | +16,340+20.4% | Added |
| LMR Partners LLP | 101,800 | $2.16M | 0.04% | +101,800 | New |
| Centiva Capital, LP | 102,150 | $2.16M | 0.08% | +64,550+171.7% | Added |
| Royal Bank of Canada | 103,035 | $2.18M | 0.00% | −660−0.6% | Reduced |
| Rhumbline Advisers | 121,852 | $2.58M | 0.00% | +1,588+1.3% | Added |
| Voya Investment Management LLC | 127,707 | $2.70M | 0.00% | +102,759+411.9% | Added |
| Swiss National Bank | 137,100 | $2.90M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 141,094 | $2.99M | 0.00% | +11,961+9.3% | Added |
| State of Wisconsin Investment Board | 164,260 | $3.48M | 0.01% | +13,343+8.8% | Added |
| ExodusPoint Capital Management, LP | 182,300 | $3.86M | 0.04% | +159,131+686.8% | Added |
| JPMorgan Chase & Co | 188,966 | $4.00M | 0.00% | −470−0.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 199,012 | $4.21M | 0.27% | −988−0.5% | Reduced |
| Sivik Global Healthcare LLC | 200,000 | $4.23M | 2.34% | −30,000−13.0% | Reduced |
| Caption Management, LLC | 208,033 | $4.40M | 0.18% | +208,033 | New |
| Bank of America Corp | 220,276 | $4.66M | 0.00% | −334,759−60.3% | Reduced |
| BNP Paribas Arbitrage, SA | 257,213 | $5.45M | 0.00% | +240,597+1,448.0% | Added |
| Ardsley Advisory Partners LP | 270,200 | $5.72M | 1.11% | +15,200+6.0% | Added |
| First Eagle Investment Management, LLC | 292,278 | $6.19M | 0.01% | +43,100+17.3% | Added |
| Segall Bryant & Hamill, LLC | 299,438 | $6.34M | 0.09% | −4,029−1.3% | Reduced |
| Bank of New York Mellon Corp | 340,776 | $7.21M | 0.00% | +51,187+17.7% | Added |
| Susquehanna International Group, LLP | 369,557 | $7.82M | 0.01% | −39,119−9.6% | Reduced |
| Pier Capital, LLC | 382,493 | $8.10M | 1.16% | +52,611+15.9% | Added |
| Walleye Capital LLC | 390,500 | $8.27M | 0.08% | −108,894−21.8% | Reduced |
| Kennedy Capital Management, Inc. | 392,087 | $8.30M | 0.18% | +145,032+58.7% | Added |
| Troluce Capital Advisors LLC | 409,154 | $8.66M | 0.87% | +409,154 | New |
| Dimension Capital Management LLC | 422,476 | $8.94M | 1.46% | +249,878+144.8% | Added |
| Pentwater Capital Management LP | 425,000 | $9.00M | 0.15% | +425,000 | New |
| Morgan Stanley | 462,809 | $9.80M | 0.00% | +17,349+3.9% | Added |
| Raymond James Financial Inc | 478,488 | $10.1M | 0.00% | +478,488 | New |
| WCM Investment Management, LLC | 512,057 | $10.5M | 0.02% | −10,027−1.9% | Reduced |
| Avidity Partners Management LP | 514,200 | $10.9M | 1.09% | −312,800−37.8% | Reduced |
| UBS Asset Management Americas Inc | 555,154 | $11.8M | 0.00% | −23,394−4.0% | Reduced |
| Hudson Bay Capital Management LP | 555,767 | $11.8M | 0.07% | +503,050+954.2% | Added |
| Nuveen Asset Management, LLC | 563,554 | $11.9M | 0.00% | −123,729−18.0% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 677,464 | $14.3M | 1.10% | +77,603+12.9% | Added |
| Norges Bank | 746,169 | $15.8M | 0.00% | −71,200−8.7% | Reduced |
| Northern Trust Corp | 761,790 | $16.1M | 0.00% | +15,657+2.1% | Added |
| Charles Schwab Investment Management Inc | 834,417 | $17.7M | 0.00% | +61,671+8.0% | Added |
| UBS Group AG | 990,158 | $21.0M | 0.00% | +842,020+568.4% | Added |
| Silvercrest Asset Management Group LLC | 998,505 | $21.1M | 0.14% | +309,481+44.9% | Added |
| Hein Park Capital Management LP | 1,139,227 | $24.1M | 18.53% | +1,139,227 | New |
| Victory Capital Management Inc | 1,241,865 | $26.3M | 0.03% | −88,534−6.7% | Reduced |
| E. Ohman J:or Asset Management AB | 1,243,111 | $26.3M | 0.61% | +357,023+40.3% | Added |
| Goldman Sachs Group Inc | 1,269,396 | $26.9M | 0.01% | +192,832+17.9% | Added |
| American Century Companies Inc | 1,399,756 | $29.6M | 0.02% | +967,534+223.9% | Added |
| Point72 Asset Management, L.P. | 1,746,554 | $37.0M | 0.10% | +1,208,639+224.7% | Added |
| Geode Capital Management, LLC | 1,853,816 | $39.3M | 0.00% | −10,530−0.6% | Reduced |
| State Street Corp | 1,869,110 | $39.6M | 0.00% | +70,056+3.9% | Added |
| Invesco Ltd. | 2,161,904 | $45.8M | 0.01% | −608,426−22.0% | Reduced |
| King Street Capital Management, L.P. | 2,800,000 | $59.3M | 10.24% | +1,350,000+93.1% | Added |
| Dimensional Fund Advisors LP | 3,577,861 | $75.7M | 0.02% | +563,812+18.7% | Added |
| Clearbridge Investments, LLC | 4,234,536 | $89.6M | 0.07% | −266,519−5.9% | Reduced |
| Wellington Management Group LLP | 5,926,089 | $125.5M | 0.02% | −3,919,912−39.8% | Reduced |
| Vanguard Group Inc | 7,618,404 | $161.3M | 0.00% | +172,271+2.3% | Added |
| BlackRock, Inc. | 7,750,517 | $164.1M | 0.00% | +98,013+1.3% | Added |
| Janus Henderson Group PLC | 11,554,845 | $244.6M | 0.12% | +6,057,477+110.2% | Added |
| FMR LLC | 16,281,863 | $344.7M | 0.02% | −2,030,004−11.1% | Reduced |
| Bain Capital Investors LLC | 49,946,972 | $1.06B | 30.24% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −1,780,287−100.0% | Sold out |
| ThornTree Capital Partners LP | 0 | $0 | 0.00% | −736,999−100.0% | Sold out |
| Columbus Hill Capital Management, L.P. | 0 | $0 | 0.00% | −541,046−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −292,736−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −68,394−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −61,033−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −24,811−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −22,930−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,724−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −19,174−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −16,160−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −15,750−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,828−100.0% | Sold out |