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 |
|---|---|---|---|---|---|
| Avion Wealth | 22 | $0 | 0.00% | −3−12.0% | Reduced |
| Hemington Wealth Management | 16 | $0 | 0.00% | −4−20.0% | Reduced |
| SBI Securities Co., Ltd. | 2 | $44 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $45 | 0.00% | −4−66.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 5 | $111 | 0.00% | −54−91.5% | Reduced |
| WealthTrak Capital Management LLC | 5 | $112 | 0.00% | +5 | New |
| True Wealth Design, LLC | 17 | $378 | 0.00% | +13+325.0% | Added |
| Larson Financial Group LLC | 20 | $445 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 23 | $511 | 0.00% | −41−64.1% | Reduced |
| Fortitude Family Office, LLC | 23 | $511 | 0.00% | +23 | New |
| IFP Advisors, Inc | 14 | $577 | 0.00% | +14 | New |
| Kilter Group LLC | 44 | $979 | 0.00% | +44 | New |
| Parkside Financial Bank & Trust | 45 | $1.00K | 0.00% | +20+80.0% | Added |
| UMA Financial Services, Inc. | 47 | $1.04K | 0.00% | +47 | New |
| Bullock Wealth Management Group | 53 | $1.20K | 0.00% | +53 | New |
| Smartleaf Asset Management LLC | 55 | $1.21K | 0.00% | +55 | New |
| Fifth Third Bancorp | 96 | $2.13K | 0.00% | +58+152.6% | Added |
| GAMMA Investing LLC | 154 | $3.42K | 0.00% | −220−58.8% | Reduced |
| Rothschild Investment LLC | 155 | $3.45K | 0.00% | +25+19.2% | Added |
| Northwestern Mutual Wealth Management Co | 175 | $3.89K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 204 | $4.54K | 0.00% | +28+15.9% | Added |
| J.Safra Asset Management Corp | 221 | $4.91K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 232 | $5.19K | 0.00% | +209+908.7% | Added |
| Signaturefd, LLC | 251 | $5.58K | 0.00% | −874−77.7% | Reduced |
| Jones Financial Companies LLLP | 297 | $6.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 355 | $7.89K | 0.00% | +40+12.7% | Added |
| Optiver Holding B.V. | 363 | $8.07K | 0.00% | −126−25.8% | Reduced |
| Advisor Group Holdings, Inc. | 427 | $9.49K | 0.00% | −1,229−74.2% | Reduced |
| US Bancorp | 513 | $11.4K | 0.00% | −324−38.7% | Reduced |
| CWM, LLC | 683 | $15.0K | 0.00% | +118+20.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 682 | $15.0K | 0.00% | +682 | New |
| Comerica Bank | 711 | $15.8K | 0.00% | −200−22.0% | Reduced |
| Harbor Capital Advisors, Inc. | 722 | $16.0K | 0.00% | +83+13.0% | Added |
| Nisa Investment Advisors, LLC | 831 | $18.5K | 0.00% | −55−6.2% | Reduced |
| Principal Securities, Inc. | 851 | $18.9K | 0.00% | +20+2.4% | Added |
| Nomura Asset Management Co Ltd | 900 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,052 | $23.4K | 0.00% | +1,046+17,433.3% | Added |
| Public Employees Retirement System of Ohio | 1,173 | $26.1K | 0.00% | +71+6.4% | Added |
| The PNC Financial Services Group, Inc. | 1,183 | $26.3K | 0.00% | +14+1.2% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $44.5K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,057 | $45.7K | 0.00% | +999+94.4% | Added |
| Sterling Capital Management LLC | 2,058 | $45.7K | 0.00% | +733+55.3% | Added |
| KBC Group NV | 2,555 | $57.0K | 0.00% | −1,407−35.5% | Reduced |
| Amalgamated Bank | 2,664 | $59.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,193 | $115.0K | 0.05% | +5,193 | New |
| Skopos Labs, Inc. | 6,611 | $147.0K | 0.02% | +6,611 | New |
| Public Employees Retirement Association of Colorado | 7,083 | $157.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,600 | $168.9K | 0.00% | −293,104−97.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,666 | $170.4K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 7,971 | $177.2K | 0.00% | +7,971 | New |
| Tower Research Capital LLC (TRC) | 9,313 | $207.0K | 0.01% | +3,794+68.7% | Added |
| Pictet Asset Management Holding SA | 9,412 | $209.2K | 0.00% | −528−5.3% | Reduced |
| CIBC World Markets Corp | 9,530 | $211.9K | 0.00% | −7,511−44.1% | Reduced |
| Prudential Financial Inc | 9,700 | $219.3K | 0.00% | +9,700 | New |
| Diametric Capital, LP | 10,000 | $222.3K | 0.12% | −4,729−32.1% | Reduced |
| Modera Wealth Management, LLC | 10,257 | $228.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,500 | $233.4K | 0.00% | +10,500 | New |
| SG Americas Securities, LLC | 10,507 | $234.0K | 0.00% | +2,523+31.6% | Added |
| Group One Trading, L.P. | 10,601 | $235.7K | 0.01% | +10,601 | New |
| Empowered Funds, LLC | 10,856 | $241.3K | 0.00% | −1,997−15.5% | Reduced |
| Keebeck Alpha, LP | 10,912 | $242.6K | 0.40% | +10,912 | New |
| HSBC Holdings PLC | 11,004 | $243.1K | 0.00% | −1,381−11.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 11,026 | $245.1K | 0.08% | +2,475+28.9% | Added |
| Aristeia Capital LLC | 11,748 | $261.2K | 0.01% | +11,748 | New |
| Natixis Advisors, L.P. | 11,801 | $262.0K | 0.00% | −480−3.9% | Reduced |
| Captrust Financial Advisors | 12,208 | $271.4K | 0.00% | +16+0.1% | Added |
| Hunting Hill Global Capital, LLC | 14,435 | $320.9K | 0.17% | +14,435 | New |
| Simplex Trading, LLC | 14,458 | $321.0K | 0.01% | +14,458 | New |
| Camelot Portfolios, LLC | 14,442 | $321.1K | 0.19% | +14,442 | New |
| SEI Investments Co | 14,844 | $330.0K | 0.00% | −16,320−52.4% | Reduced |
| Russell Investments Group, Ltd. | 15,411 | $342.6K | 0.00% | −5,846−27.5% | Reduced |
| Creative Planning | 15,487 | $344.3K | 0.00% | −11,941−43.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $347.5K | 0.11% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 15,800 | $351.2K | 0.00% | +2,900+22.5% | Added |
| ProShare Advisors LLC | 15,860 | $352.6K | 0.00% | −767−4.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,171 | $359.5K | 0.00% | −4,987−23.6% | Reduced |
| Cannon Global Investment Management, LLC | 16,500 | $366.8K | 1.00% | +16,500 | New |
| Headlands Technologies LLC | 16,556 | $368.0K | 0.04% | +8,353+101.8% | Added |
| Boothbay Fund Management, LLC | 17,484 | $388.7K | 0.01% | +17,484 | New |
| Police & Firemen's Retirement System of New Jersey | 17,582 | $390.8K | 0.00% | +1,176+7.2% | Added |
| CWM Advisors, LLC | 17,647 | $392.3K | 0.04% | +3,138+21.6% | Added |
| Two Sigma Investments, LP | 17,897 | $397.9K | 0.00% | −9,800−35.4% | Reduced |
| Handelsbanken Fonder AB | 18,100 | $402.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 18,927 | $422.0K | 0.00% | +3,929+26.2% | Added |
| State Board of Administration of Florida Retirement System | 19,273 | $428.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19,399 | $431.0K | 0.25% | +6,394+49.2% | Added |
| LPL Financial LLC | 19,692 | $437.8K | 0.00% | +2,352+13.6% | Added |
| Graypoint LLC | 20,000 | $444.6K | 0.03% | +20,000 | New |
| Franklin Resources Inc | 20,563 | $457.1K | 0.00% | −61−0.3% | Reduced |
| Teacher Retirement System of Texas | 20,597 | $457.9K | 0.00% | +1,780+9.5% | Added |
| Pathstone Holdings, LLC | 21,263 | $472.7K | 0.00% | −27,029−56.0% | Reduced |
| Arizona State Retirement System | 22,314 | $496.0K | 0.00% | +2,294+11.5% | Added |
| New York State Common Retirement Fund | 23,438 | $521.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 27,966 | $621.7K | 0.00% | +2,718+10.8% | Added |
| Fred Alger Management, LLC | 35,431 | $682.7K | 0.00% | +35,431 | New |
| Cinctive Capital Management LP | 32,324 | $718.6K | 0.04% | +32,324 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 32,759 | $728.2K | 0.00% | −51,331−61.0% | Reduced |
| Envestnet Asset Management Inc | 32,763 | $728.3K | 0.00% | +2,284+7.5% | Added |
| Wolverine Trading, LLC | 35,188 | $772.4K | 0.02% | +18,788+114.6% | Added |
| Citigroup Inc | 35,948 | $799.1K | 0.00% | −26,541−42.5% | Reduced |