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 |
|---|---|---|---|---|---|
| Natixis | 0 | $0 | 0.00% | −11,939−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −10,095−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −9,878−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,537−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −6,530−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −6,412−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,031−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |