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