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 |
|---|---|---|---|---|---|
| Creative Planning | 27,428 | $651.4K | 0.00% | +13,027+90.5% | Added |
| Two Sigma Investments, LP | 27,697 | $657.8K | 0.00% | −15,641−36.1% | Reduced |
| Envestnet Asset Management Inc | 30,479 | $723.9K | 0.00% | −2,228−6.8% | Reduced |
| SEI Investments Co | 31,164 | $740.1K | 0.00% | −12,502−28.6% | Reduced |
| HRT Financial LP | 35,278 | $837.0K | 0.01% | +21,203+150.6% | Added |
| Intech Investment Management LLC | 36,364 | $863.6K | 0.01% | +5,204+16.7% | Added |
| Corebridge Financial, Inc. | 37,624 | $893.6K | 0.01% | −558−1.5% | Reduced |
| Marshall Wace, LLP | 38,971 | $925.6K | 0.00% | +38,971 | New |
| Wesbanco Bank Inc | 39,363 | $934.9K | 0.03% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 40,000 | $950.0K | 0.18% | +40,000 | New |
| Bayforest Capital Ltd | 42,803 | $1.02M | 0.44% | +42,803 | New |
| Manufacturers Life Insurance Company, The | 43,285 | $1.03M | 0.00% | −617−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 45,693 | $1.09M | 0.00% | +2,015+4.6% | Added |
| Pathstone Holdings, LLC | 48,292 | $1.15M | 0.00% | +23,459+94.5% | Added |
| Centiva Capital, LP | 50,000 | $1.19M | 0.07% | −52,150−51.1% | Reduced |
| Wells Fargo & Company | 50,907 | $1.21M | 0.00% | −6,024−10.6% | Reduced |
| Eisler Capital Management Ltd. | 51,977 | $1.24M | 0.04% | +51,977 | New |
| Principal Financial Group Inc | 54,266 | $1.29M | 0.00% | +4,717+9.5% | Added |
| Royal Bank of Canada | 54,313 | $1.29M | 0.00% | −48,722−47.3% | Reduced |
| CIBRA Capital Ltd | 57,117 | $1.36M | 0.47% | +57,117 | New |
| Deutsche Bank AG | 60,556 | $1.44M | 0.00% | −35,956−37.3% | Reduced |
| Tranquility Partners, LLC | 61,892 | $1.47M | 0.57% | 00.0% | Unchanged |
| LMR Partners LLP | 62,298 | $1.48M | 0.03% | −39,502−38.8% | Reduced |
| Citigroup Inc | 62,489 | $1.48M | 0.00% | −30,729−33.0% | Reduced |
| California State Teachers Retirement System | 64,070 | $1.52M | 0.00% | −1,794−2.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 66,028 | $1.57M | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 66,529 | $1.58M | 0.03% | +43,336+186.8% | Added |
| Holocene Advisors, LP | 69,794 | $1.66M | 0.00% | −17,717−20.2% | Reduced |
| Moore Capital Management, LP | 70,000 | $1.66M | 0.06% | +20,000+40.0% | Added |
| Price T Rowe Associates Inc | 71,166 | $1.69M | 0.00% | +5,022+7.6% | Added |
| Oxford Asset Management LLP | 74,202 | $1.76M | 0.81% | +74,202 | New |
| Legal & General Group Plc | 75,040 | $1.78M | 0.00% | −2,697−3.5% | Reduced |
| Redwood Investments, LLC | 75,760 | $1.80M | 0.67% | −1,122−1.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 77,850 | $1.85M | 0.28% | +77,850 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 84,090 | $2.00M | 0.00% | +84,090 | New |
| Voya Investment Management LLC | 87,916 | $2.09M | 0.00% | −39,791−31.2% | Reduced |
| Rangeley Capital, LLC | 90,900 | $2.16M | 2.47% | +90,900 | New |
| Barclays PLC | 92,869 | $2.21M | 0.00% | −48,225−34.2% | Reduced |
| Alliancebernstein L.P. | 93,308 | $2.22M | 0.00% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 112,553 | $2.67M | 0.38% | +84,569+302.2% | Added |
| Decagon Asset Management LLP | 115,000 | $2.73M | 2.47% | +115,000 | New |
| Rhumbline Advisers | 117,627 | $2.79M | 0.00% | −4,225−3.5% | Reduced |
| Sivik Global Healthcare LLC | 125,000 | $2.97M | 1.62% | −75,000−37.5% | Reduced |
| Weiss Asset Management LP | 126,647 | $3.01M | 0.08% | +126,647 | New |
| Swiss National Bank | 135,500 | $3.22M | 0.00% | −1,600−1.2% | Reduced |
| Gabelli Funds LLC | 144,945 | $3.44M | 0.03% | +144,945 | New |
| Walleye Capital LLC | 145,508 | $3.46M | 0.04% | −244,992−62.7% | Reduced |
| Groupe la Francaise | 146,999 | $3.49M | 0.07% | +146,999 | New |
| Segall Bryant & Hamill, LLC | 148,433 | $3.53M | 0.05% | −151,005−50.4% | Reduced |
| State of Wisconsin Investment Board | 150,322 | $3.57M | 0.01% | −13,938−8.5% | Reduced |
| ExodusPoint Capital Management, LP | 151,734 | $3.60M | 0.05% | −30,566−16.8% | Reduced |
| Kintayl Capital LP | 164,321 | $3.90M | 2.81% | +164,321 | New |
| Tudor Investment Corp Et Al | 173,164 | $4.11M | 0.04% | +138,210+395.4% | Added |
| Point72 Asset Management, L.P. | 179,893 | $4.27M | 0.01% | −1,566,661−89.7% | Reduced |
| Credit Industriel Et Commercial | 183,001 | $4.35M | 0.79% | +183,001 | New |
| Caxton Associates LLP | 183,183 | $4.35M | 0.15% | +183,183 | New |
| Lombard Odier Asset Management (Europe) Ltd | 199,012 | $4.73M | 0.38% | 00.0% | Unchanged |
| Millennium Management LLC | 202,274 | $4.80M | 0.00% | +189,806+1,522.3% | Added |
| Squarepoint Ops LLC | 208,037 | $4.94M | 0.01% | +208,037 | New |
| Kennedy Capital Management, Inc. | 216,261 | $5.14M | 0.12% | −175,826−44.8% | Reduced |
| Governors Lane LP | 231,800 | $5.51M | 1.19% | +231,800 | New |
| Susquehanna International Group, LLP | 235,078 | $5.58M | 0.01% | −134,479−36.4% | Reduced |
| Quinn Opportunity Partners LLC | 242,716 | $5.76M | 0.41% | +242,716 | New |
| Ardsley Advisory Partners LP | 250,000 | $5.94M | 1.38% | −20,200−7.5% | Reduced |
| Jane Street Group, LLC | 273,326 | $6.49M | 0.01% | +201,989+283.1% | Added |
| Nomura Holdings Inc | 290,690 | $6.90M | 0.04% | +290,690 | New |
| BNP Paribas Arbitrage, SA | 300,704 | $7.14M | 0.01% | +43,491+16.9% | Added |
| Dimension Capital Management LLC | 309,976 | $7.36M | 1.31% | −112,500−26.6% | Reduced |
| Nuveen, LLC | 315,630 | $7.50M | 0.00% | +315,630 | New |
| Twin Securities, Inc. | 330,273 | $7.84M | 4.51% | +330,273 | New |
| Bank of New York Mellon Corp | 341,702 | $8.12M | 0.00% | +926+0.3% | Added |
| Citadel Advisors LLC | 352,985 | $8.38M | 0.01% | +299,621+561.5% | Added |
| Morgan Stanley | 358,373 | $8.51M | 0.00% | −104,436−22.6% | Reduced |
| Harvest Management LLC | 361,972 | $8.60M | 4.00% | +361,972 | New |
| Bank of America Corp | 368,574 | $8.75M | 0.00% | +148,298+67.3% | Added |
| MetLife Investment Management | 383,642 | $9.11M | 0.05% | +336,615+715.8% | Added |
| Taconic Capital Advisors LP | 389,340 | $9.25M | 0.82% | +389,340 | New |
| JPMorgan Chase & Co | 407,675 | $9.68M | 0.00% | +218,709+115.7% | Added |
| HBK Investments L P | 434,915 | $10.3M | 0.18% | +434,915 | New |
| Hudson Bay Capital Management LP | 470,000 | $11.2M | 0.07% | −85,767−15.4% | Reduced |
| UBS Asset Management Americas Inc | 511,806 | $12.2M | 0.00% | −43,348−7.8% | Reduced |
| WCM Investment Management, LLC | 509,413 | $12.2M | 0.03% | −2,644−0.5% | Reduced |
| Woodline Partners LP | 525,400 | $12.5M | 0.08% | +525,400 | New |
| Alpine Associates Management Inc. | 570,075 | $13.5M | 0.71% | +570,075 | New |
| Raymond James Financial Inc | 597,162 | $14.2M | 0.01% | +118,674+24.8% | Added |
| Balyasny Asset Management LLC | 670,378 | $15.9M | 0.04% | +670,378 | New |
| Goldman Sachs Group Inc | 700,180 | $16.6M | 0.00% | −569,216−44.8% | Reduced |
| Norges Bank | 717,039 | $17.0M | 0.00% | −29,130−3.9% | Reduced |
| Northern Trust Corp | 739,815 | $17.6M | 0.00% | −21,975−2.9% | Reduced |
| Victory Capital Management Inc | 870,670 | $20.7M | 0.02% | −371,195−29.9% | Reduced |
| Charles Schwab Investment Management Inc | 890,816 | $21.2M | 0.00% | +56,399+6.8% | Added |
| E. Ohman J:or Asset Management AB | 1,085,959 | $25.8M | 0.69% | −157,152−12.6% | Reduced |
| Verition Fund Management LLC | 1,155,945 | $27.5M | 0.16% | +1,155,945 | New |
| Hein Park Capital Management LP | 1,371,702 | $32.6M | 17.93% | +232,475+20.4% | Added |
| Invesco Ltd. | 1,567,684 | $37.2M | 0.01% | −594,220−27.5% | Reduced |
| UBS Group AG | 1,689,846 | $40.1M | 0.01% | +699,688+70.7% | Added |
| State Street Corp | 1,827,133 | $43.4M | 0.00% | −41,977−2.2% | Reduced |
| Geode Capital Management, LLC | 1,906,548 | $45.3M | 0.00% | +52,732+2.8% | Added |
| TIG Advisors, LLC | 1,974,838 | $46.9M | 3.06% | +1,974,838 | New |
| Pentwater Capital Management LP | 2,742,000 | $65.1M | 0.91% | +2,317,000+545.2% | Added |