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, Q1 2025
Institutional positions in Surgery Partners, Inc. as of Mar 31, 2025. 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
- 209
- +30 vs. Q4 2024
- Shares held
- 140.4M
- +52.1K (0.0%) vs. Q4 2024
- Total value
- $3.34B
- +$365.9M (+12.3%) vs. Q4 2024
- New holders
- 65
- 54 more added
- Sold out
- 35
- 65 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $1.19B | 30.54% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 11,643,051 | $278.9M | 0.15% | +88,206+0.8% | Added |
| FMR LLC | 10,106,175 | $240.0M | 0.02% | −6,175,688−37.9% | Reduced |
| Vanguard Group Inc | 7,166,713 | $170.2M | 0.00% | −451,691−5.9% | Reduced |
| Wellington Management Group LLP | 7,091,756 | $168.4M | 0.03% | +1,165,667+19.7% | Added |
| BlackRock, Inc. | 6,173,007 | $146.6M | 0.00% | −1,577,510−20.4% | Reduced |
| King Street Capital Management, L.P. | 5,000,000 | $118.8M | 15.76% | +2,200,000+78.6% | Added |
| Clearbridge Investments, LLC | 4,094,558 | $97.2M | 0.08% | −139,978−3.3% | Reduced |
| Dimensional Fund Advisors LP | 3,639,656 | $86.4M | 0.02% | +61,795+1.7% | Added |
| Pentwater Capital Management LP | 2,742,000 | $65.1M | 0.91% | +2,317,000+545.2% | Added |
| TIG Advisors, LLC | 1,974,838 | $46.9M | 3.06% | +1,974,838 | New |
| Geode Capital Management, LLC | 1,906,548 | $45.3M | 0.00% | +52,732+2.8% | Added |
| State Street Corp | 1,827,133 | $43.4M | 0.00% | −41,977−2.2% | Reduced |
| UBS Group AG | 1,689,846 | $40.1M | 0.01% | +699,688+70.7% | Added |
| Invesco Ltd. | 1,567,684 | $37.2M | 0.01% | −594,220−27.5% | Reduced |
| Hein Park Capital Management LP | 1,371,702 | $32.6M | 17.93% | +232,475+20.4% | Added |
| Verition Fund Management LLC | 1,155,945 | $27.5M | 0.16% | +1,155,945 | New |
| E. Ohman J:or Asset Management AB | 1,085,959 | $25.8M | 0.69% | −157,152−12.6% | Reduced |
| Charles Schwab Investment Management Inc | 890,816 | $21.2M | 0.00% | +56,399+6.8% | Added |
| Victory Capital Management Inc | 870,670 | $20.7M | 0.02% | −371,195−29.9% | Reduced |
| Northern Trust Corp | 739,815 | $17.6M | 0.00% | −21,975−2.9% | Reduced |
| Norges Bank | 717,039 | $17.0M | 0.00% | −29,130−3.9% | Reduced |
| Goldman Sachs Group Inc | 700,180 | $16.6M | 0.00% | −569,216−44.8% | Reduced |
| Balyasny Asset Management LLC | 670,378 | $15.9M | 0.04% | +670,378 | New |
| Raymond James Financial Inc | 597,162 | $14.2M | 0.01% | +118,674+24.8% | Added |
| Alpine Associates Management Inc. | 570,075 | $13.5M | 0.71% | +570,075 | New |
| Woodline Partners LP | 525,400 | $12.5M | 0.08% | +525,400 | New |
| WCM Investment Management, LLC | 509,413 | $12.2M | 0.03% | −2,644−0.5% | Reduced |
| UBS Asset Management Americas Inc | 511,806 | $12.2M | 0.00% | −43,348−7.8% | Reduced |
| Hudson Bay Capital Management LP | 470,000 | $11.2M | 0.07% | −85,767−15.4% | Reduced |
| HBK Investments L P | 434,915 | $10.3M | 0.18% | +434,915 | New |
| JPMorgan Chase & Co | 407,675 | $9.68M | 0.00% | +218,709+115.7% | Added |
| Taconic Capital Advisors LP | 389,340 | $9.25M | 0.82% | +389,340 | New |
| MetLife Investment Management | 383,642 | $9.11M | 0.05% | +336,615+715.8% | Added |
| Bank of America Corp | 368,574 | $8.75M | 0.00% | +148,298+67.3% | Added |
| Harvest Management LLC | 361,972 | $8.60M | 4.00% | +361,972 | New |
| Morgan Stanley | 358,373 | $8.51M | 0.00% | −104,436−22.6% | Reduced |
| Citadel Advisors LLC | 352,985 | $8.38M | 0.01% | +299,621+561.5% | Added |
| Bank of New York Mellon Corp | 341,702 | $8.12M | 0.00% | +926+0.3% | Added |
| Twin Securities, Inc. | 330,273 | $7.84M | 4.51% | +330,273 | New |
| Nuveen, LLC | 315,630 | $7.50M | 0.00% | +315,630 | New |
| Dimension Capital Management LLC | 309,976 | $7.36M | 1.31% | −112,500−26.6% | Reduced |
| BNP Paribas Arbitrage, SA | 300,704 | $7.14M | 0.01% | +43,491+16.9% | Added |
| Nomura Holdings Inc | 290,690 | $6.90M | 0.04% | +290,690 | New |
| Jane Street Group, LLC | 273,326 | $6.49M | 0.01% | +201,989+283.1% | Added |
| Ardsley Advisory Partners LP | 250,000 | $5.94M | 1.38% | −20,200−7.5% | Reduced |
| Quinn Opportunity Partners LLC | 242,716 | $5.76M | 0.41% | +242,716 | New |
| Susquehanna International Group, LLP | 235,078 | $5.58M | 0.01% | −134,479−36.4% | Reduced |
| Governors Lane LP | 231,800 | $5.51M | 1.19% | +231,800 | New |
| Kennedy Capital Management, Inc. | 216,261 | $5.14M | 0.12% | −175,826−44.8% | Reduced |
| Squarepoint Ops LLC | 208,037 | $4.94M | 0.01% | +208,037 | New |
| Millennium Management LLC | 202,274 | $4.80M | 0.00% | +189,806+1,522.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 199,012 | $4.73M | 0.38% | 00.0% | Unchanged |
| Caxton Associates LLP | 183,183 | $4.35M | 0.15% | +183,183 | New |
| Credit Industriel Et Commercial | 183,001 | $4.35M | 0.79% | +183,001 | New |
| Point72 Asset Management, L.P. | 179,893 | $4.27M | 0.01% | −1,566,661−89.7% | Reduced |
| Tudor Investment Corp Et Al | 173,164 | $4.11M | 0.04% | +138,210+395.4% | Added |
| Kintayl Capital LP | 164,321 | $3.90M | 2.81% | +164,321 | New |
| ExodusPoint Capital Management, LP | 151,734 | $3.60M | 0.05% | −30,566−16.8% | Reduced |
| State of Wisconsin Investment Board | 150,322 | $3.57M | 0.01% | −13,938−8.5% | Reduced |
| Segall Bryant & Hamill, LLC | 148,433 | $3.53M | 0.05% | −151,005−50.4% | Reduced |
| Groupe la Francaise | 146,999 | $3.49M | 0.07% | +146,999 | New |
| Walleye Capital LLC | 145,508 | $3.46M | 0.04% | −244,992−62.7% | Reduced |
| Gabelli Funds LLC | 144,945 | $3.44M | 0.03% | +144,945 | New |
| Swiss National Bank | 135,500 | $3.22M | 0.00% | −1,600−1.2% | Reduced |
| Weiss Asset Management LP | 126,647 | $3.01M | 0.08% | +126,647 | New |
| Sivik Global Healthcare LLC | 125,000 | $2.97M | 1.62% | −75,000−37.5% | Reduced |
| Rhumbline Advisers | 117,627 | $2.79M | 0.00% | −4,225−3.5% | Reduced |
| Decagon Asset Management LLP | 115,000 | $2.73M | 2.47% | +115,000 | New |
| MidWestOne Financial Group, Inc. | 112,553 | $2.67M | 0.38% | +84,569+302.2% | Added |
| Alliancebernstein L.P. | 93,308 | $2.22M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 92,869 | $2.21M | 0.00% | −48,225−34.2% | Reduced |
| Rangeley Capital, LLC | 90,900 | $2.16M | 2.47% | +90,900 | New |
| Voya Investment Management LLC | 87,916 | $2.09M | 0.00% | −39,791−31.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 84,090 | $2.00M | 0.00% | +84,090 | New |
| Gabelli & Co Investment Advisers, Inc. | 77,850 | $1.85M | 0.28% | +77,850 | New |
| Redwood Investments, LLC | 75,760 | $1.80M | 0.67% | −1,122−1.5% | Reduced |
| Legal & General Group Plc | 75,040 | $1.78M | 0.00% | −2,697−3.5% | Reduced |
| Oxford Asset Management LLP | 74,202 | $1.76M | 0.81% | +74,202 | New |
| Price T Rowe Associates Inc | 71,166 | $1.69M | 0.00% | +5,022+7.6% | Added |
| Moore Capital Management, LP | 70,000 | $1.66M | 0.06% | +20,000+40.0% | Added |
| Holocene Advisors, LP | 69,794 | $1.66M | 0.00% | −17,717−20.2% | Reduced |
| Wolverine Asset Management LLC | 66,529 | $1.58M | 0.03% | +43,336+186.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $1.57M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 64,070 | $1.52M | 0.00% | −1,794−2.7% | Reduced |
| Citigroup Inc | 62,489 | $1.48M | 0.00% | −30,729−33.0% | Reduced |
| LMR Partners LLP | 62,298 | $1.48M | 0.03% | −39,502−38.8% | Reduced |
| Tranquility Partners, LLC | 61,892 | $1.47M | 0.57% | 00.0% | Unchanged |
| Deutsche Bank AG | 60,556 | $1.44M | 0.00% | −35,956−37.3% | Reduced |
| CIBRA Capital Ltd | 57,117 | $1.36M | 0.47% | +57,117 | New |
| Royal Bank of Canada | 54,313 | $1.29M | 0.00% | −48,722−47.3% | Reduced |
| Principal Financial Group Inc | 54,266 | $1.29M | 0.00% | +4,717+9.5% | Added |
| Eisler Capital Management Ltd. | 51,977 | $1.24M | 0.04% | +51,977 | New |
| Wells Fargo & Company | 50,907 | $1.21M | 0.00% | −6,024−10.6% | Reduced |
| Centiva Capital, LP | 50,000 | $1.19M | 0.07% | −52,150−51.1% | Reduced |
| Pathstone Holdings, LLC | 48,292 | $1.15M | 0.00% | +23,459+94.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 45,693 | $1.09M | 0.00% | +2,015+4.6% | Added |
| Manufacturers Life Insurance Company, The | 43,285 | $1.03M | 0.00% | −617−1.4% | Reduced |
| Bayforest Capital Ltd | 42,803 | $1.02M | 0.44% | +42,803 | New |
| ADAR1 Capital Management, LLC | 40,000 | $950.0K | 0.18% | +40,000 | New |