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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 36,364 | $808.4K | 0.01% | 00.0% | Unchanged |
| Woodline Partners LP | 39,688 | $882.3K | 0.00% | −485,712−92.4% | Reduced |
| ADAR1 Capital Management, LLC | 40,000 | $889.2K | 0.14% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 40,592 | $902.4K | 0.02% | +40,592 | New |
| Governors Lane LP | 41,000 | $911.4K | 0.12% | −190,800−82.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 42,389 | $942.3K | 0.00% | −3,304−7.2% | Reduced |
| MetLife Investment Management | 46,364 | $1.03M | 0.01% | −337,278−87.9% | Reduced |
| Squarepoint Ops LLC | 53,066 | $1.18M | 0.00% | −154,971−74.5% | Reduced |
| Wells Fargo & Company | 54,278 | $1.21M | 0.00% | +3,371+6.6% | Added |
| TD Waterhouse Canada Inc. | 53,660 | $1.21M | 0.01% | +53,660 | New |
| Deutsche Bank AG | 55,804 | $1.24M | 0.00% | −4,752−7.8% | Reduced |
| Tranquility Partners, LLC | 61,892 | $1.38M | 0.49% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 63,939 | $1.42M | 0.14% | +63,939 | New |
| Toronto Dominion Bank | 65,000 | $1.44M | 0.00% | +65,000 | New |
| California State Teachers Retirement System | 65,091 | $1.45M | 0.00% | +1,021+1.6% | Added |
| Principal Financial Group Inc | 66,005 | $1.47M | 0.00% | +11,739+21.6% | Added |
| Wolverine Asset Management LLC | 66,529 | $1.48M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 69,440 | $1.54M | 0.00% | +15,127+27.9% | Added |
| LMR Partners LLP | 74,053 | $1.65M | 0.03% | +11,755+18.9% | Added |
| Price T Rowe Associates Inc | 75,405 | $1.68M | 0.00% | +4,239+6.0% | Added |
| Alliancebernstein L.P. | 82,508 | $1.83M | 0.00% | −10,800−11.6% | Reduced |
| Legal & General Group Plc | 85,647 | $1.90M | 0.00% | +10,607+14.1% | Added |
| Holocene Advisors, LP | 88,933 | $1.98M | 0.00% | +19,139+27.4% | Added |
| Centiva Capital, LP | 90,000 | $2.00M | 0.13% | +40,000+80.0% | Added |
| XTX Topco Ltd | 90,542 | $2.01M | 0.08% | +70,391+349.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 95,000 | $2.11M | 0.15% | −104,012−52.3% | Reduced |
| Ameriprise Financial Inc | 99,743 | $2.22M | 0.00% | +86,626+660.4% | Added |
| 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 |
| Omni Event Management Ltd | 100,920 | $2.24M | 0.42% | +100,920 | New |
| Voya Investment Management LLC | 102,247 | $2.27M | 0.00% | +14,331+16.3% | Added |
| Caxton Associates LLP | 103,589 | $2.30M | 0.06% | −79,594−43.5% | Reduced |
| CastleKnight Management LP | 118,800 | $2.64M | 0.17% | +118,800 | New |
| Wesbanco Bank Inc | 120,000 | $2.67M | 0.08% | +80,637+204.9% | Added |
| Rhumbline Advisers | 121,415 | $2.70M | 0.00% | +3,788+3.2% | Added |
| AYAL Capital Advisors Ltd | 125,000 | $2.78M | 1.51% | +125,000 | New |
| Sivik Global Healthcare LLC | 125,000 | $2.78M | 1.24% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 133,568 | $2.97M | 0.12% | +133,568 | New |
| Caption Management, LLC | 135,677 | $3.02M | 0.28% | +135,677 | New |
| Swiss National Bank | 146,200 | $3.25M | 0.00% | +10,700+7.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 146,250 | $3.25M | 0.50% | +68,400+87.9% | Added |
| State of Wisconsin Investment Board | 150,667 | $3.35M | 0.01% | +345+0.2% | Added |
| ExodusPoint Capital Management, LP | 163,434 | $3.63M | 0.04% | +11,700+7.7% | Added |
| Rangeley Capital, LLC | 166,060 | $3.69M | 4.65% | +75,160+82.7% | Added |
| Nuveen, LLC | 169,873 | $3.78M | 0.00% | −145,757−46.2% | Reduced |
| Pier Capital, LLC | 174,544 | $3.88M | 0.59% | +173,766+22,335.0% | Added |
| Segall Bryant & Hamill, LLC | 178,578 | $3.97M | 0.06% | +30,145+20.3% | Added |
| Groupe la Francaise | 186,088 | $4.14M | 0.07% | +39,089+26.6% | Added |
| JPMorgan Chase & Co | 193,540 | $4.30M | 0.00% | −214,135−52.5% | Reduced |
| MidWestOne Financial Group, Inc. | 203,760 | $4.53M | 0.59% | +91,207+81.0% | Added |
| Kennedy Capital Management, Inc. | 216,087 | $4.80M | 0.11% | −174−0.1% | Reduced |
| Taconic Capital Advisors LP | 217,893 | $4.84M | 0.56% | −171,447−44.0% | Reduced |
| Credit Industriel Et Commercial | 244,112 | $5.43M | 0.86% | +61,111+33.4% | Added |
| Citadel Advisors LLC | 248,968 | $5.53M | 0.00% | −104,017−29.5% | Reduced |
| Verition Fund Management LLC | 257,457 | $5.72M | 0.03% | −898,488−77.7% | Reduced |
| Irenic Capital Management LP | 257,499 | $5.72M | 1.26% | +257,499 | New |
| Nomura Holdings Inc | 272,665 | $6.06M | 0.05% | −18,025−6.2% | Reduced |
| Barclays PLC | 279,246 | $6.21M | 0.00% | +186,377+200.7% | Added |
| Weiss Asset Management LP | 299,886 | $6.67M | 0.11% | +173,239+136.8% | Added |
| Ardsley Advisory Partners LP | 300,000 | $6.67M | 1.09% | +50,000+20.0% | Added |
| Dimension Capital Management LLC | 301,456 | $6.70M | 1.05% | −8,520−2.7% | Reduced |
| Bank of America Corp | 302,792 | $6.73M | 0.00% | −65,782−17.8% | Reduced |
| Bank of New York Mellon Corp | 304,355 | $6.77M | 0.00% | −37,347−10.9% | Reduced |
| Jane Street Group, LLC | 306,893 | $6.82M | 0.01% | +33,567+12.3% | Added |
| Gabelli Funds LLC | 315,002 | $7.00M | 0.05% | +170,057+117.3% | Added |
| Balyasny Asset Management LLC | 315,492 | $7.01M | 0.02% | −354,886−52.9% | Reduced |
| Harvest Management LLC | 340,664 | $7.57M | 3.67% | −21,308−5.9% | Reduced |
| Walleye Capital LLC | 348,107 | $7.74M | 0.07% | +202,599+139.2% | Added |
| Whitefort Capital Management, LP | 371,000 | $8.25M | 3.19% | +371,000 | New |
| Millennium Management LLC | 400,134 | $8.89M | 0.01% | +197,860+97.8% | Added |
| Quinn Opportunity Partners LLC | 423,360 | $9.41M | 0.81% | +180,644+74.4% | Added |
| P Schoenfeld Asset Management LP | 450,236 | $10.0M | 3.20% | +450,236 | New |
| Susquehanna International Group, LLP | 453,028 | $10.1M | 0.02% | +217,950+92.7% | Added |
| Hudson Bay Capital Management LP | 473,246 | $10.5M | 0.07% | +3,246+0.7% | Added |
| Twin Securities, Inc. | 511,716 | $11.4M | 10.07% | +181,443+54.9% | Added |
| Tudor Investment Corp Et Al | 518,044 | $11.5M | 0.09% | +344,880+199.2% | Added |
| Alpine Associates Management Inc. | 540,025 | $12.0M | 0.64% | −30,050−5.3% | Reduced |
| Goldman Sachs Group Inc | 552,268 | $12.3M | 0.00% | −147,912−21.1% | Reduced |
| Morgan Stanley | 553,813 | $12.3M | 0.00% | +195,440+54.5% | Added |
| Raymond James Financial Inc | 618,260 | $13.7M | 0.00% | +21,098+3.5% | Added |
| Manufacturers Life Insurance Company, The | 639,262 | $14.2M | 0.01% | +595,977+1,376.9% | Added |
| Northern Trust Corp | 710,586 | $15.8M | 0.00% | −29,229−4.0% | Reduced |
| Victory Capital Management Inc | 800,047 | $17.8M | 0.01% | −70,623−8.1% | Reduced |
| Charles Schwab Investment Management Inc | 908,432 | $20.2M | 0.00% | +17,616+2.0% | Added |
| E. Ohman J:or Asset Management AB | 965,828 | $21.5M | 0.53% | −120,131−11.1% | Reduced |
| TIG Advisors, LLC | 1,023,621 | $22.8M | 1.24% | −951,217−48.2% | Reduced |
| UBS Asset Management Americas Inc | 1,161,627 | $25.8M | 0.01% | +649,821+127.0% | Added |
| Norges Bank | 1,196,983 | $26.6M | 0.00% | +479,944+66.9% | Added |
| Glenview Capital Management, LLC | 1,529,225 | $34.0M | 0.96% | +1,529,225 | New |
| Invesco Ltd. | 1,683,311 | $37.4M | 0.01% | +115,627+7.4% | Added |
| State Street Corp | 1,855,534 | $41.2M | 0.00% | +28,401+1.6% | Added |
| Geode Capital Management, LLC | 1,916,384 | $42.6M | 0.00% | +9,836+0.5% | Added |
| Farallon Capital Management, L.L.C. | 1,926,000 | $42.8M | 0.20% | +1,926,000 | New |
| UBS Group AG | 2,451,373 | $54.5M | 0.01% | +761,527+45.1% | Added |
| Dimensional Fund Advisors LP | 3,871,259 | $86.1M | 0.02% | +231,603+6.4% | Added |
| Clearbridge Investments, LLC | 4,275,807 | $95.1M | 0.08% | +181,249+4.4% | Added |
| BlackRock, Inc. | 5,831,438 | $129.6M | 0.00% | −341,569−5.5% | Reduced |
| King Street Capital Management, L.P. | 6,225,000 | $138.4M | 21.89% | +1,225,000+24.5% | Added |
| Pentwater Capital Management LP | 7,000,000 | $155.6M | 1.99% | +4,258,000+155.3% | Added |
| Vanguard Group Inc | 7,189,996 | $159.8M | 0.00% | +23,283+0.3% | Added |