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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 20 | $0 | 0.00% | −13−39.4% | Reduced |
| Avion Wealth | 25 | $0 | 0.00% | +25 | New |
| Parkworth Wealth Management, Inc. | 1 | $24 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $48 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $48 | 0.00% | +2 | New |
| True Wealth Design, LLC | 4 | $95 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 5 | $119 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $141 | 0.00% | −3−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $143 | 0.00% | −1−14.3% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $309 | 0.00% | −4−23.5% | Reduced |
| Boston Private Wealth LLC | 15 | $356 | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 21 | $493 | 0.00% | +21 | New |
| Kestra Investment Management, LLC | 23 | $547 | 0.00% | +23 | New |
| Parkside Financial Bank & Trust | 25 | $594 | 0.00% | +25 | New |
| Hexagon Capital Partners LLC | 27 | $641 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $713 | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 35 | $831 | 0.00% | +12+52.2% | Added |
| Fifth Third Bancorp | 38 | $903 | 0.00% | −36−48.6% | Reduced |
| Rise Advisors, LLC | 40 | $950 | 0.00% | +40 | New |
| Caitong International Asset Management Co., Ltd | 59 | $1.40K | 0.00% | −744−92.7% | Reduced |
| EverSource Wealth Advisors, LLC | 64 | $1.52K | 0.00% | +41+178.3% | Added |
| Highline Wealth Partners LLC | 108 | $2.56K | 0.00% | +108 | New |
| Rothschild Investment LLC | 130 | $3.09K | 0.00% | +85+188.9% | Added |
| Sierra Ocean, LLC | 154 | $3.66K | 0.00% | +154 | New |
| Northwestern Mutual Wealth Management Co | 175 | $4.16K | 0.00% | +173+8,650.0% | Added |
| Parallel Advisors, LLC | 176 | $4.18K | 0.00% | +26+17.3% | Added |
| J.Safra Asset Management Corp | 221 | $5.25K | 0.00% | +185+513.9% | Added |
| Beacon Capital Management, LLC | 243 | $5.77K | 0.00% | +243 | New |
| Allworth Financial LP | 315 | $6.88K | 0.00% | +3+1.0% | Added |
| Jones Financial Companies LLLP | 297 | $7.11K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 369 | $8.76K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 374 | $8.88K | 0.00% | +263+236.9% | Added |
| Lindbrook Capital, LLC | 430 | $10.2K | 0.00% | +392+1,031.6% | Added |
| Optiver Holding B.V. | 489 | $11.6K | 0.00% | +489 | New |
| Coldstream Capital Management Inc | 511 | $12.1K | 0.00% | +511 | New |
| CWM, LLC | 565 | $13.0K | 0.00% | +244+76.0% | Added |
| Harbor Capital Advisors, Inc. | 639 | $15.0K | 0.00% | −66,804−99.1% | Reduced |
| Principal Securities, Inc. | 831 | $17.6K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 778 | $18.5K | 0.00% | −381,715−99.8% | Reduced |
| US Bancorp | 837 | $19.9K | 0.00% | +334+66.4% | Added |
| Nisa Investment Advisors, LLC | 886 | $21.0K | 0.00% | +277+45.5% | Added |
| Nomura Asset Management Co Ltd | 900 | $21.4K | 0.00% | +900 | New |
| Comerica Bank | 911 | $21.6K | 0.00% | −348−27.6% | Reduced |
| Quest Partners LLC | 1,058 | $25.1K | 0.00% | +559+112.0% | Added |
| Public Employees Retirement System of Ohio | 1,102 | $26.2K | 0.00% | +197+21.8% | Added |
| Signaturefd, LLC | 1,125 | $26.7K | 0.00% | +28+2.6% | Added |
| The PNC Financial Services Group, Inc. | 1,169 | $27.8K | 0.00% | +542+86.4% | Added |
| Quadrant Capital Group LLC | 1,303 | $30.9K | 0.00% | +44+3.5% | Added |
| Clear Street Markets LLC | 1,318 | $31.3K | 0.02% | +1,318 | New |
| Sterling Capital Management LLC | 1,325 | $31.5K | 0.00% | −82,740−98.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,416 | $33.6K | 0.01% | −2,880−67.0% | Reduced |
| Point72 (DIFC) Ltd | 1,459 | $34.6K | 0.00% | +1,459 | New |
| Advisor Group Holdings, Inc. | 1,656 | $39.3K | 0.00% | −3,489−67.8% | Reduced |
| Pinnacle Financial Partners Inc | 2,000 | $42.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,664 | $63.0K | 0.00% | +9+0.3% | Added |
| DekaBank Deutsche Girozentrale | 2,723 | $65.0K | 0.00% | +2,723 | New |
| KBC Group NV | 3,962 | $94.0K | 0.00% | 00.0% | Unchanged |
| Sagefield Capital LP | 5,000 | $118.8K | 0.01% | +5,000 | New |
| Tower Research Capital LLC (TRC) | 5,519 | $131.1K | 0.00% | −5,243−48.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,083 | $168.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,666 | $182.1K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,984 | $190.0K | 0.00% | +7,984 | New |
| Headlands Technologies LLC | 8,203 | $194.8K | 0.02% | −12,814−61.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 8,551 | $203.1K | 0.08% | −1,334−13.5% | Reduced |
| Pictet Asset Management Holding SA | 9,940 | $236.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,088 | $239.6K | 0.00% | +10,088 | New |
| Modera Wealth Management, LLC | 10,257 | $243.6K | 0.00% | +10,257 | New |
| Two Sigma Securities, LLC | 11,690 | $277.6K | 0.04% | +11,690 | New |
| Captrust Financial Advisors | 12,192 | $289.6K | 0.00% | +542+4.7% | Added |
| Natixis Advisors, L.P. | 12,281 | $292.0K | 0.00% | +12,281 | New |
| HSBC Holdings PLC | 12,385 | $295.3K | 0.00% | −14,797−54.4% | Reduced |
| Empowered Funds, LLC | 12,853 | $305.3K | 0.00% | +1,278+11.0% | Added |
| KLP Kapitalforvaltning AS | 12,900 | $306.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13,005 | $309.0K | 0.21% | +10,803+490.6% | Added |
| Ameriprise Financial Inc | 13,117 | $311.5K | 0.00% | −13,453−50.6% | Reduced |
| CWM Advisors, LLC | 14,509 | $344.6K | 0.04% | −4,525−23.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 14,600 | $346.8K | 0.09% | +14,600 | New |
| Diametric Capital, LP | 14,729 | $349.8K | 0.42% | +14,729 | New |
| Great West Life Assurance Co | 14,998 | $357.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $371.3K | 0.13% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 16,406 | $389.6K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 16,400 | $392.8K | 0.01% | +16,400 | New |
| ProShare Advisors LLC | 16,627 | $394.9K | 0.00% | −5,002−23.1% | Reduced |
| Jump Financial, LLC | 16,898 | $401.3K | 0.01% | +16,898 | New |
| CIBC World Markets Corp | 17,041 | $404.7K | 0.00% | +17,041 | New |
| LPL Financial LLC | 17,340 | $411.8K | 0.00% | +591+3.5% | Added |
| Allianz Asset Management GmbH | 17,700 | $420.4K | 0.00% | +17,700 | New |
| Handelsbanken Fonder AB | 18,100 | $430.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 18,644 | $442.8K | 0.01% | +18,644 | New |
| Teacher Retirement System of Texas | 18,817 | $446.9K | 0.00% | +18,817 | New |
| State Board of Administration of Florida Retirement System | 19,273 | $457.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 20,020 | $475.5K | 0.00% | −238−1.2% | Reduced |
| XTX Topco Ltd | 20,151 | $478.6K | 0.02% | +20,151 | New |
| Franklin Resources Inc | 20,624 | $489.8K | 0.00% | +61+0.3% | Added |
| One68 Global Capital, LLC | 21,000 | $498.8K | 0.24% | +21,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,158 | $502.5K | 0.00% | −2,194−9.4% | Reduced |
| Russell Investments Group, Ltd. | 21,257 | $504.9K | 0.00% | +15,024+241.0% | Added |
| New York State Common Retirement Fund | 23,438 | $556.7K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 24,776 | $588.4K | 0.10% | +24,776 | New |
| Sanctuary Advisors, LLC | 25,248 | $599.6K | 0.00% | +470+1.9% | Added |