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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 3,639,656 | $86.4M | 0.02% | +61,795+1.7% | Added |
| Clearbridge Investments, LLC | 4,094,558 | $97.2M | 0.08% | −139,978−3.3% | Reduced |
| King Street Capital Management, L.P. | 5,000,000 | $118.8M | 15.76% | +2,200,000+78.6% | Added |
| BlackRock, Inc. | 6,173,007 | $146.6M | 0.00% | −1,577,510−20.4% | Reduced |
| Wellington Management Group LLP | 7,091,756 | $168.4M | 0.03% | +1,165,667+19.7% | Added |
| Vanguard Group Inc | 7,166,713 | $170.2M | 0.00% | −451,691−5.9% | Reduced |
| FMR LLC | 10,106,175 | $240.0M | 0.02% | −6,175,688−37.9% | Reduced |
| Janus Henderson Group PLC | 11,643,051 | $278.9M | 0.15% | +88,206+0.8% | Added |
| Bain Capital Investors LLC | 49,946,972 | $1.19B | 30.54% | 00.0% | Unchanged |
| American Century Companies Inc | 0 | $0 | 0.00% | −1,399,756−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −998,505−100.0% | Sold out |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −514,200−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −409,154−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −292,278−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −208,033−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −89,687−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −79,211−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −68,442−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −67,180−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −58,442−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −51,736−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −46,200−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −45,677−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −28,648−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −24,830−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −24,347−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −21,974−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −16,777−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −11,230−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −10,280−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,002−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| AlphaCentric Advisors LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |