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 |
|---|---|---|---|---|---|
| ADAR1 Capital Management, LLC | 40,000 | $889.2K | 0.14% | 00.0% | Unchanged |
| Woodline Partners LP | 39,688 | $882.3K | 0.00% | −485,712−92.4% | Reduced |
| Intech Investment Management LLC | 36,364 | $808.4K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 35,948 | $799.1K | 0.00% | −26,541−42.5% | Reduced |
| Wolverine Trading, LLC | 35,188 | $772.4K | 0.02% | +18,788+114.6% | Added |
| Envestnet Asset Management Inc | 32,763 | $728.3K | 0.00% | +2,284+7.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 32,759 | $728.2K | 0.00% | −51,331−61.0% | Reduced |
| Cinctive Capital Management LP | 32,324 | $718.6K | 0.04% | +32,324 | New |
| Fred Alger Management, LLC | 35,431 | $682.7K | 0.00% | +35,431 | New |
| Sanctuary Advisors, LLC | 27,966 | $621.7K | 0.00% | +2,718+10.8% | Added |
| New York State Common Retirement Fund | 23,438 | $521.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,314 | $496.0K | 0.00% | +2,294+11.5% | Added |
| Pathstone Holdings, LLC | 21,263 | $472.7K | 0.00% | −27,029−56.0% | Reduced |
| Teacher Retirement System of Texas | 20,597 | $457.9K | 0.00% | +1,780+9.5% | Added |
| Franklin Resources Inc | 20,563 | $457.1K | 0.00% | −61−0.3% | Reduced |
| Graypoint LLC | 20,000 | $444.6K | 0.03% | +20,000 | New |
| LPL Financial LLC | 19,692 | $437.8K | 0.00% | +2,352+13.6% | Added |
| Covestor Ltd | 19,399 | $431.0K | 0.25% | +6,394+49.2% | Added |
| State Board of Administration of Florida Retirement System | 19,273 | $428.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 18,927 | $422.0K | 0.00% | +3,929+26.2% | Added |
| Handelsbanken Fonder AB | 18,100 | $402.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 17,897 | $397.9K | 0.00% | −9,800−35.4% | Reduced |
| CWM Advisors, LLC | 17,647 | $392.3K | 0.04% | +3,138+21.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,582 | $390.8K | 0.00% | +1,176+7.2% | Added |
| Boothbay Fund Management, LLC | 17,484 | $388.7K | 0.01% | +17,484 | New |
| Headlands Technologies LLC | 16,556 | $368.0K | 0.04% | +8,353+101.8% | Added |
| Cannon Global Investment Management, LLC | 16,500 | $366.8K | 1.00% | +16,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,171 | $359.5K | 0.00% | −4,987−23.6% | Reduced |
| ProShare Advisors LLC | 15,860 | $352.6K | 0.00% | −767−4.6% | Reduced |
| KLP Kapitalforvaltning AS | 15,800 | $351.2K | 0.00% | +2,900+22.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $347.5K | 0.11% | 00.0% | Unchanged |
| Creative Planning | 15,487 | $344.3K | 0.00% | −11,941−43.5% | Reduced |
| Russell Investments Group, Ltd. | 15,411 | $342.6K | 0.00% | −5,846−27.5% | Reduced |
| SEI Investments Co | 14,844 | $330.0K | 0.00% | −16,320−52.4% | Reduced |
| Camelot Portfolios, LLC | 14,442 | $321.1K | 0.19% | +14,442 | New |
| Simplex Trading, LLC | 14,458 | $321.0K | 0.01% | +14,458 | New |
| Hunting Hill Global Capital, LLC | 14,435 | $320.9K | 0.17% | +14,435 | New |
| Captrust Financial Advisors | 12,208 | $271.4K | 0.00% | +16+0.1% | Added |
| Natixis Advisors, L.P. | 11,801 | $262.0K | 0.00% | −480−3.9% | Reduced |
| Aristeia Capital LLC | 11,748 | $261.2K | 0.01% | +11,748 | New |
| Pension & Wealth Management Advisors, Inc. | 11,026 | $245.1K | 0.08% | +2,475+28.9% | Added |
| HSBC Holdings PLC | 11,004 | $243.1K | 0.00% | −1,381−11.2% | Reduced |
| Keebeck Alpha, LP | 10,912 | $242.6K | 0.40% | +10,912 | New |
| Empowered Funds, LLC | 10,856 | $241.3K | 0.00% | −1,997−15.5% | Reduced |
| Group One Trading, L.P. | 10,601 | $235.7K | 0.01% | +10,601 | New |
| SG Americas Securities, LLC | 10,507 | $234.0K | 0.00% | +2,523+31.6% | Added |
| GWM Advisors LLC | 10,500 | $233.4K | 0.00% | +10,500 | New |
| Modera Wealth Management, LLC | 10,257 | $228.0K | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 10,000 | $222.3K | 0.12% | −4,729−32.1% | Reduced |
| Prudential Financial Inc | 9,700 | $219.3K | 0.00% | +9,700 | New |
| CIBC World Markets Corp | 9,530 | $211.9K | 0.00% | −7,511−44.1% | Reduced |
| Pictet Asset Management Holding SA | 9,412 | $209.2K | 0.00% | −528−5.3% | Reduced |
| Tower Research Capital LLC (TRC) | 9,313 | $207.0K | 0.01% | +3,794+68.7% | Added |
| Walleye Trading LLC | 7,971 | $177.2K | 0.00% | +7,971 | New |
| Ameritas Investment Partners, Inc. | 7,666 | $170.4K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,600 | $168.9K | 0.00% | −293,104−97.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,083 | $157.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6,611 | $147.0K | 0.02% | +6,611 | New |
| FNY Investment Advisers, LLC | 5,193 | $115.0K | 0.05% | +5,193 | New |
| Amalgamated Bank | 2,664 | $59.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,555 | $57.0K | 0.00% | −1,407−35.5% | Reduced |
| Sterling Capital Management LLC | 2,058 | $45.7K | 0.00% | +733+55.3% | Added |
| Quest Partners LLC | 2,057 | $45.7K | 0.00% | +999+94.4% | Added |
| Pinnacle Financial Partners Inc | 2,000 | $44.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,183 | $26.3K | 0.00% | +14+1.2% | Added |
| Public Employees Retirement System of Ohio | 1,173 | $26.1K | 0.00% | +71+6.4% | Added |
| Farther Finance Advisors, LLC | 1,052 | $23.4K | 0.00% | +1,046+17,433.3% | Added |
| Nomura Asset Management Co Ltd | 900 | $20.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 851 | $18.9K | 0.00% | +20+2.4% | Added |
| Nisa Investment Advisors, LLC | 831 | $18.5K | 0.00% | −55−6.2% | Reduced |
| Harbor Capital Advisors, Inc. | 722 | $16.0K | 0.00% | +83+13.0% | Added |
| Comerica Bank | 711 | $15.8K | 0.00% | −200−22.0% | 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 |
| US Bancorp | 513 | $11.4K | 0.00% | −324−38.7% | Reduced |
| Advisor Group Holdings, Inc. | 427 | $9.49K | 0.00% | −1,229−74.2% | Reduced |
| Optiver Holding B.V. | 363 | $8.07K | 0.00% | −126−25.8% | Reduced |
| Allworth Financial LP | 355 | $7.89K | 0.00% | +40+12.7% | Added |
| Jones Financial Companies LLLP | 297 | $6.52K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 251 | $5.58K | 0.00% | −874−77.7% | Reduced |
| Kestra Investment Management, LLC | 232 | $5.19K | 0.00% | +209+908.7% | Added |
| J.Safra Asset Management Corp | 221 | $4.91K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 204 | $4.54K | 0.00% | +28+15.9% | Added |
| Northwestern Mutual Wealth Management Co | 175 | $3.89K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 155 | $3.45K | 0.00% | +25+19.2% | Added |
| GAMMA Investing LLC | 154 | $3.42K | 0.00% | −220−58.8% | Reduced |
| Fifth Third Bancorp | 96 | $2.13K | 0.00% | +58+152.6% | Added |
| Smartleaf Asset Management LLC | 55 | $1.21K | 0.00% | +55 | New |
| Bullock Wealth Management Group | 53 | $1.20K | 0.00% | +53 | New |
| UMA Financial Services, Inc. | 47 | $1.04K | 0.00% | +47 | New |
| Parkside Financial Bank & Trust | 45 | $1.00K | 0.00% | +20+80.0% | Added |
| Kilter Group LLC | 44 | $979 | 0.00% | +44 | New |
| IFP Advisors, Inc | 14 | $577 | 0.00% | +14 | New |
| EverSource Wealth Advisors, LLC | 23 | $511 | 0.00% | −41−64.1% | Reduced |
| Fortitude Family Office, LLC | 23 | $511 | 0.00% | +23 | New |
| Larson Financial Group LLC | 20 | $445 | 0.00% | +20 | New |
| True Wealth Design, LLC | 17 | $378 | 0.00% | +13+325.0% | Added |
| WealthTrak Capital Management LLC | 5 | $112 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 5 | $111 | 0.00% | −54−91.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $45 | 0.00% | −4−66.7% | Reduced |