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, Q2 2025
Institutional positions in Surgery Partners, Inc. as of Jun 30, 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
- 203
- −3 vs. Q1 2025
- Shares held
- 144.3M
- +4.05M (+2.9%) vs. Q1 2025
- Total value
- $3.21B
- −$125.6M (−3.8%) vs. Q1 2025
- New holders
- 40
- 85 more added
- Sold out
- 43
- 58 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $1.11B | 35.40% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,954,916 | $288.0M | 0.14% | +1,311,865+11.3% | Added |
| FMR LLC | 11,304,366 | $251.3M | 0.01% | +1,198,191+11.9% | Added |
| Vanguard Group Inc | 7,189,996 | $159.8M | 0.00% | +23,283+0.3% | Added |
| Pentwater Capital Management LP | 7,000,000 | $155.6M | 1.99% | +4,258,000+155.3% | Added |
| King Street Capital Management, L.P. | 6,225,000 | $138.4M | 21.89% | +1,225,000+24.5% | Added |
| BlackRock, Inc. | 5,831,438 | $129.6M | 0.00% | −341,569−5.5% | Reduced |
| Clearbridge Investments, LLC | 4,275,807 | $95.1M | 0.08% | +181,249+4.4% | Added |
| Dimensional Fund Advisors LP | 3,871,259 | $86.1M | 0.02% | +231,603+6.4% | Added |
| UBS Group AG | 2,451,373 | $54.5M | 0.01% | +761,527+45.1% | Added |
| Farallon Capital Management, L.L.C. | 1,926,000 | $42.8M | 0.20% | +1,926,000 | New |
| Geode Capital Management, LLC | 1,916,384 | $42.6M | 0.00% | +9,836+0.5% | Added |
| State Street Corp | 1,855,534 | $41.2M | 0.00% | +28,401+1.6% | Added |
| Invesco Ltd. | 1,683,311 | $37.4M | 0.01% | +115,627+7.4% | Added |
| Glenview Capital Management, LLC | 1,529,225 | $34.0M | 0.96% | +1,529,225 | New |
| Norges Bank | 1,196,983 | $26.6M | 0.00% | +479,944+66.9% | Added |
| UBS Asset Management Americas Inc | 1,161,627 | $25.8M | 0.01% | +649,821+127.0% | Added |
| TIG Advisors, LLC | 1,023,621 | $22.8M | 1.24% | −951,217−48.2% | Reduced |
| E. Ohman J:or Asset Management AB | 965,828 | $21.5M | 0.53% | −120,131−11.1% | Reduced |
| Charles Schwab Investment Management Inc | 908,432 | $20.2M | 0.00% | +17,616+2.0% | Added |
| Victory Capital Management Inc | 800,047 | $17.8M | 0.01% | −70,623−8.1% | Reduced |
| Northern Trust Corp | 710,586 | $15.8M | 0.00% | −29,229−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 639,262 | $14.2M | 0.01% | +595,977+1,376.9% | Added |
| Raymond James Financial Inc | 618,260 | $13.7M | 0.00% | +21,098+3.5% | Added |
| Morgan Stanley | 553,813 | $12.3M | 0.00% | +195,440+54.5% | Added |
| Goldman Sachs Group Inc | 552,268 | $12.3M | 0.00% | −147,912−21.1% | Reduced |
| Alpine Associates Management Inc. | 540,025 | $12.0M | 0.64% | −30,050−5.3% | Reduced |
| Tudor Investment Corp Et Al | 518,044 | $11.5M | 0.09% | +344,880+199.2% | Added |
| Twin Securities, Inc. | 511,716 | $11.4M | 10.07% | +181,443+54.9% | Added |
| Hudson Bay Capital Management LP | 473,246 | $10.5M | 0.07% | +3,246+0.7% | Added |
| Susquehanna International Group, LLP | 453,028 | $10.1M | 0.02% | +217,950+92.7% | Added |
| P Schoenfeld Asset Management LP | 450,236 | $10.0M | 3.20% | +450,236 | New |
| Quinn Opportunity Partners LLC | 423,360 | $9.41M | 0.81% | +180,644+74.4% | Added |
| Millennium Management LLC | 400,134 | $8.89M | 0.01% | +197,860+97.8% | Added |
| Whitefort Capital Management, LP | 371,000 | $8.25M | 3.19% | +371,000 | New |
| Walleye Capital LLC | 348,107 | $7.74M | 0.07% | +202,599+139.2% | Added |
| Harvest Management LLC | 340,664 | $7.57M | 3.67% | −21,308−5.9% | Reduced |
| Balyasny Asset Management LLC | 315,492 | $7.01M | 0.02% | −354,886−52.9% | Reduced |
| Gabelli Funds LLC | 315,002 | $7.00M | 0.05% | +170,057+117.3% | Added |
| Jane Street Group, LLC | 306,893 | $6.82M | 0.01% | +33,567+12.3% | Added |
| Bank of New York Mellon Corp | 304,355 | $6.77M | 0.00% | −37,347−10.9% | Reduced |
| Bank of America Corp | 302,792 | $6.73M | 0.00% | −65,782−17.8% | Reduced |
| Dimension Capital Management LLC | 301,456 | $6.70M | 1.05% | −8,520−2.7% | Reduced |
| Ardsley Advisory Partners LP | 300,000 | $6.67M | 1.09% | +50,000+20.0% | Added |
| Weiss Asset Management LP | 299,886 | $6.67M | 0.11% | +173,239+136.8% | Added |
| Barclays PLC | 279,246 | $6.21M | 0.00% | +186,377+200.7% | Added |
| Nomura Holdings Inc | 272,665 | $6.06M | 0.05% | −18,025−6.2% | Reduced |
| Irenic Capital Management LP | 257,499 | $5.72M | 1.26% | +257,499 | New |
| Verition Fund Management LLC | 257,457 | $5.72M | 0.03% | −898,488−77.7% | Reduced |
| Citadel Advisors LLC | 248,968 | $5.53M | 0.00% | −104,017−29.5% | Reduced |
| Credit Industriel Et Commercial | 244,112 | $5.43M | 0.86% | +61,111+33.4% | Added |
| Taconic Capital Advisors LP | 217,893 | $4.84M | 0.56% | −171,447−44.0% | Reduced |
| Kennedy Capital Management, Inc. | 216,087 | $4.80M | 0.11% | −174−0.1% | Reduced |
| MidWestOne Financial Group, Inc. | 203,760 | $4.53M | 0.59% | +91,207+81.0% | Added |
| JPMorgan Chase & Co | 193,540 | $4.30M | 0.00% | −214,135−52.5% | Reduced |
| Groupe la Francaise | 186,088 | $4.14M | 0.07% | +39,089+26.6% | Added |
| Segall Bryant & Hamill, LLC | 178,578 | $3.97M | 0.06% | +30,145+20.3% | Added |
| Pier Capital, LLC | 174,544 | $3.88M | 0.59% | +173,766+22,335.0% | Added |
| Nuveen, LLC | 169,873 | $3.78M | 0.00% | −145,757−46.2% | Reduced |
| Rangeley Capital, LLC | 166,060 | $3.69M | 4.65% | +75,160+82.7% | Added |
| ExodusPoint Capital Management, LP | 163,434 | $3.63M | 0.04% | +11,700+7.7% | Added |
| State of Wisconsin Investment Board | 150,667 | $3.35M | 0.01% | +345+0.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 146,250 | $3.25M | 0.50% | +68,400+87.9% | Added |
| Swiss National Bank | 146,200 | $3.25M | 0.00% | +10,700+7.9% | Added |
| Caption Management, LLC | 135,677 | $3.02M | 0.28% | +135,677 | New |
| Dark Forest Capital Management LP | 133,568 | $2.97M | 0.12% | +133,568 | New |
| Sivik Global Healthcare LLC | 125,000 | $2.78M | 1.24% | 00.0% | Unchanged |
| AYAL Capital Advisors Ltd | 125,000 | $2.78M | 1.51% | +125,000 | New |
| Rhumbline Advisers | 121,415 | $2.70M | 0.00% | +3,788+3.2% | Added |
| Wesbanco Bank Inc | 120,000 | $2.67M | 0.08% | +80,637+204.9% | Added |
| CastleKnight Management LP | 118,800 | $2.64M | 0.17% | +118,800 | New |
| Caxton Associates LLP | 103,589 | $2.30M | 0.06% | −79,594−43.5% | Reduced |
| Voya Investment Management LLC | 102,247 | $2.27M | 0.00% | +14,331+16.3% | Added |
| Omni Event Management Ltd | 100,920 | $2.24M | 0.42% | +100,920 | New |
| Moore Capital Management, LP | 100,000 | $2.22M | 0.04% | +30,000+42.9% | Added |
| Troluce Capital Advisors LLC | 100,000 | $2.22M | 1.13% | +100,000 | New |
| Ameriprise Financial Inc | 99,743 | $2.22M | 0.00% | +86,626+660.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 95,000 | $2.11M | 0.15% | −104,012−52.3% | Reduced |
| XTX Topco Ltd | 90,542 | $2.01M | 0.08% | +70,391+349.3% | Added |
| Centiva Capital, LP | 90,000 | $2.00M | 0.13% | +40,000+80.0% | Added |
| Holocene Advisors, LP | 88,933 | $1.98M | 0.00% | +19,139+27.4% | Added |
| Legal & General Group Plc | 85,647 | $1.90M | 0.00% | +10,607+14.1% | Added |
| Alliancebernstein L.P. | 82,508 | $1.83M | 0.00% | −10,800−11.6% | Reduced |
| Price T Rowe Associates Inc | 75,405 | $1.68M | 0.00% | +4,239+6.0% | Added |
| LMR Partners LLP | 74,053 | $1.65M | 0.03% | +11,755+18.9% | Added |
| Royal Bank of Canada | 69,440 | $1.54M | 0.00% | +15,127+27.9% | Added |
| Wolverine Asset Management LLC | 66,529 | $1.48M | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 66,005 | $1.47M | 0.00% | +11,739+21.6% | Added |
| California State Teachers Retirement System | 65,091 | $1.45M | 0.00% | +1,021+1.6% | Added |
| Toronto Dominion Bank | 65,000 | $1.44M | 0.00% | +65,000 | New |
| Prelude Capital Management, LLC | 63,939 | $1.42M | 0.14% | +63,939 | New |
| Tranquility Partners, LLC | 61,892 | $1.38M | 0.49% | 00.0% | Unchanged |
| Deutsche Bank AG | 55,804 | $1.24M | 0.00% | −4,752−7.8% | Reduced |
| TD Waterhouse Canada Inc. | 53,660 | $1.21M | 0.01% | +53,660 | New |
| Wells Fargo & Company | 54,278 | $1.21M | 0.00% | +3,371+6.6% | Added |
| Squarepoint Ops LLC | 53,066 | $1.18M | 0.00% | −154,971−74.5% | Reduced |
| MetLife Investment Management | 46,364 | $1.03M | 0.01% | −337,278−87.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 42,389 | $942.3K | 0.00% | −3,304−7.2% | Reduced |
| Governors Lane LP | 41,000 | $911.4K | 0.12% | −190,800−82.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 40,592 | $902.4K | 0.02% | +40,592 | New |