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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 39,363 | $934.9K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 38,971 | $925.6K | 0.00% | +38,971 | New |
| Corebridge Financial, Inc. | 37,624 | $893.6K | 0.01% | −558−1.5% | Reduced |
| Intech Investment Management LLC | 36,364 | $863.6K | 0.01% | +5,204+16.7% | Added |
| HRT Financial LP | 35,278 | $837.0K | 0.01% | +21,203+150.6% | Added |
| SEI Investments Co | 31,164 | $740.1K | 0.00% | −12,502−28.6% | Reduced |
| Envestnet Asset Management Inc | 30,479 | $723.9K | 0.00% | −2,228−6.8% | Reduced |
| Two Sigma Investments, LP | 27,697 | $657.8K | 0.00% | −15,641−36.1% | Reduced |
| Creative Planning | 27,428 | $651.4K | 0.00% | +13,027+90.5% | Added |
| Sanctuary Advisors, LLC | 25,248 | $599.6K | 0.00% | +470+1.9% | Added |
| Bayesian Capital Management, LP | 24,776 | $588.4K | 0.10% | +24,776 | New |
| New York State Common Retirement Fund | 23,438 | $556.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 21,257 | $504.9K | 0.00% | +15,024+241.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,158 | $502.5K | 0.00% | −2,194−9.4% | Reduced |
| One68 Global Capital, LLC | 21,000 | $498.8K | 0.24% | +21,000 | New |
| Franklin Resources Inc | 20,624 | $489.8K | 0.00% | +61+0.3% | Added |
| XTX Topco Ltd | 20,151 | $478.6K | 0.02% | +20,151 | New |
| Arizona State Retirement System | 20,020 | $475.5K | 0.00% | −238−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 19,273 | $457.7K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 18,817 | $446.9K | 0.00% | +18,817 | New |
| Aquatic Capital Management LLC | 18,644 | $442.8K | 0.01% | +18,644 | New |
| Handelsbanken Fonder AB | 18,100 | $430.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 17,700 | $420.4K | 0.00% | +17,700 | New |
| LPL Financial LLC | 17,340 | $411.8K | 0.00% | +591+3.5% | Added |
| CIBC World Markets Corp | 17,041 | $404.7K | 0.00% | +17,041 | New |
| Jump Financial, LLC | 16,898 | $401.3K | 0.01% | +16,898 | New |
| ProShare Advisors LLC | 16,627 | $394.9K | 0.00% | −5,002−23.1% | Reduced |
| Wolverine Trading, LLC | 16,400 | $392.8K | 0.01% | +16,400 | New |
| Police & Firemen's Retirement System of New Jersey | 16,406 | $389.6K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $371.3K | 0.13% | 00.0% | Unchanged |
| Great West Life Assurance Co | 14,998 | $357.0K | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 14,729 | $349.8K | 0.42% | +14,729 | New |
| Catalyst Funds Management Pty Ltd | 14,600 | $346.8K | 0.09% | +14,600 | New |
| CWM Advisors, LLC | 14,509 | $344.6K | 0.04% | −4,525−23.8% | Reduced |
| Ameriprise Financial Inc | 13,117 | $311.5K | 0.00% | −13,453−50.6% | Reduced |
| Covestor Ltd | 13,005 | $309.0K | 0.21% | +10,803+490.6% | Added |
| KLP Kapitalforvaltning AS | 12,900 | $306.4K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 12,853 | $305.3K | 0.00% | +1,278+11.0% | Added |
| HSBC Holdings PLC | 12,385 | $295.3K | 0.00% | −14,797−54.4% | Reduced |
| Natixis Advisors, L.P. | 12,281 | $292.0K | 0.00% | +12,281 | New |
| Captrust Financial Advisors | 12,192 | $289.6K | 0.00% | +542+4.7% | Added |
| Two Sigma Securities, LLC | 11,690 | $277.6K | 0.04% | +11,690 | New |
| Modera Wealth Management, LLC | 10,257 | $243.6K | 0.00% | +10,257 | New |
| Mariner, LLC | 10,088 | $239.6K | 0.00% | +10,088 | New |
| Pictet Asset Management Holding SA | 9,940 | $236.1K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8,551 | $203.1K | 0.08% | −1,334−13.5% | Reduced |
| Headlands Technologies LLC | 8,203 | $194.8K | 0.02% | −12,814−61.0% | Reduced |
| SG Americas Securities, LLC | 7,984 | $190.0K | 0.00% | +7,984 | New |
| Ameritas Investment Partners, Inc. | 7,666 | $182.1K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,083 | $168.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,519 | $131.1K | 0.00% | −5,243−48.7% | Reduced |
| Sagefield Capital LP | 5,000 | $118.8K | 0.01% | +5,000 | New |
| KBC Group NV | 3,962 | $94.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,723 | $65.0K | 0.00% | +2,723 | New |
| Amalgamated Bank | 2,664 | $63.0K | 0.00% | +9+0.3% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $42.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,656 | $39.3K | 0.00% | −3,489−67.8% | Reduced |
| Point72 (DIFC) Ltd | 1,459 | $34.6K | 0.00% | +1,459 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,416 | $33.6K | 0.01% | −2,880−67.0% | Reduced |
| Sterling Capital Management LLC | 1,325 | $31.5K | 0.00% | −82,740−98.4% | Reduced |
| Clear Street Markets LLC | 1,318 | $31.3K | 0.02% | +1,318 | New |
| Quadrant Capital Group LLC | 1,303 | $30.9K | 0.00% | +44+3.5% | Added |
| The PNC Financial Services Group, Inc. | 1,169 | $27.8K | 0.00% | +542+86.4% | Added |
| Signaturefd, LLC | 1,125 | $26.7K | 0.00% | +28+2.6% | Added |
| Public Employees Retirement System of Ohio | 1,102 | $26.2K | 0.00% | +197+21.8% | Added |
| Quest Partners LLC | 1,058 | $25.1K | 0.00% | +559+112.0% | Added |
| Comerica Bank | 911 | $21.6K | 0.00% | −348−27.6% | Reduced |
| Nomura Asset Management Co Ltd | 900 | $21.4K | 0.00% | +900 | New |
| Nisa Investment Advisors, LLC | 886 | $21.0K | 0.00% | +277+45.5% | Added |
| US Bancorp | 837 | $19.9K | 0.00% | +334+66.4% | Added |
| Pier Capital, LLC | 778 | $18.5K | 0.00% | −381,715−99.8% | Reduced |
| Principal Securities, Inc. | 831 | $17.6K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 639 | $15.0K | 0.00% | −66,804−99.1% | Reduced |
| CWM, LLC | 565 | $13.0K | 0.00% | +244+76.0% | Added |
| Coldstream Capital Management Inc | 511 | $12.1K | 0.00% | +511 | New |
| Optiver Holding B.V. | 489 | $11.6K | 0.00% | +489 | New |
| Lindbrook Capital, LLC | 430 | $10.2K | 0.00% | +392+1,031.6% | Added |
| GAMMA Investing LLC | 374 | $8.88K | 0.00% | +263+236.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 369 | $8.76K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 297 | $7.11K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 315 | $6.88K | 0.00% | +3+1.0% | Added |
| Beacon Capital Management, LLC | 243 | $5.77K | 0.00% | +243 | New |
| J.Safra Asset Management Corp | 221 | $5.25K | 0.00% | +185+513.9% | Added |
| Parallel Advisors, LLC | 176 | $4.18K | 0.00% | +26+17.3% | Added |
| Northwestern Mutual Wealth Management Co | 175 | $4.16K | 0.00% | +173+8,650.0% | Added |
| Sierra Ocean, LLC | 154 | $3.66K | 0.00% | +154 | New |
| Rothschild Investment LLC | 130 | $3.09K | 0.00% | +85+188.9% | Added |
| Highline Wealth Partners LLC | 108 | $2.56K | 0.00% | +108 | New |
| EverSource Wealth Advisors, LLC | 64 | $1.52K | 0.00% | +41+178.3% | Added |
| Caitong International Asset Management Co., Ltd | 59 | $1.40K | 0.00% | −744−92.7% | Reduced |
| Rise Advisors, LLC | 40 | $950 | 0.00% | +40 | New |
| Fifth Third Bancorp | 38 | $903 | 0.00% | −36−48.6% | Reduced |
| CoreCap Advisors, LLC | 35 | $831 | 0.00% | +12+52.2% | Added |
| Stephens Consulting, LLC | 30 | $713 | 0.00% | +30 | New |
| Hexagon Capital Partners LLC | 27 | $641 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $594 | 0.00% | +25 | New |
| Kestra Investment Management, LLC | 23 | $547 | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 21 | $493 | 0.00% | +21 | New |
| Boston Private Wealth LLC | 15 | $356 | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 13 | $309 | 0.00% | −4−23.5% | Reduced |