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 |
|---|---|---|---|---|---|
| FMR LLC | 11,304,366 | $251.3M | 0.01% | +1,198,191+11.9% | Added |
| Janus Henderson Group PLC | 12,954,916 | $288.0M | 0.14% | +1,311,865+11.3% | Added |
| Bain Capital Investors LLC | 49,946,972 | $1.11B | 35.40% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −7,091,756−100.0% | Sold out |
| Hein Park Capital Management LP | 0 | $0 | 0.00% | −1,371,702−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −509,413−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −434,915−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −179,893−100.0% | Sold out |
| Kintayl Capital LP | 0 | $0 | 0.00% | −164,321−100.0% | Sold out |
| Decagon Asset Management LLP | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −74,202−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −66,028−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −51,977−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −42,803−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −38,971−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −37,624−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −35,278−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −24,776−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −18,644−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −16,898−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,690−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,088−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,318−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Parkworth Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Redwood Investments, LLC | – | – | – | – | Not filed |
| CIBRA Capital Ltd | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |