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, Q3 2025
Institutional positions in Surgery Partners, Inc. as of Sep 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
- 200
- 0 vs. Q2 2025
- Shares held
- 151.4M
- +8.33M (+5.8%) vs. Q2 2025
- Total value
- $3.28B
- +$96.0M (+3.0%) vs. Q2 2025
- New holders
- 32
- 68 more added
- Sold out
- 32
- 66 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $1.08B | 32.25% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,036,583 | $282.1M | 0.13% | +81,667+0.6% | Added |
| Pentwater Capital Management LP | 11,681,000 | $252.8M | 2.27% | +4,681,000+66.9% | Added |
| FMR LLC | 10,486,710 | $226.9M | 0.01% | −817,656−7.2% | Reduced |
| King Street Capital Management, L.P. | 9,339,930 | $202.1M | 27.69% | +3,114,930+50.0% | Added |
| Vanguard Group Inc | 7,614,514 | $164.8M | 0.00% | +424,518+5.9% | Added |
| BlackRock, Inc. | 5,658,392 | $122.4M | 0.00% | −173,046−3.0% | Reduced |
| Dimensional Fund Advisors LP | 4,860,215 | $105.2M | 0.02% | +988,956+25.5% | Added |
| Clearbridge Investments, LLC | 4,242,620 | $91.8M | 0.07% | −33,187−0.8% | Reduced |
| UBS Group AG | 3,690,922 | $79.9M | 0.02% | +1,239,549+50.6% | Added |
| Glenview Capital Management, LLC | 2,546,735 | $55.1M | 1.34% | +1,017,510+66.5% | Added |
| Geode Capital Management, LLC | 1,932,083 | $41.8M | 0.00% | +15,699+0.8% | Added |
| State Street Corp | 1,854,477 | $40.1M | 0.00% | −1,057−0.1% | Reduced |
| Invesco Ltd. | 1,759,500 | $38.1M | 0.01% | +76,189+4.5% | Added |
| Irenic Capital Management LP | 1,132,203 | $24.5M | 4.81% | +874,704+339.7% | Added |
| UBS Asset Management Americas Inc | 1,045,045 | $22.6M | 0.00% | −116,582−10.0% | Reduced |
| Morgan Stanley | 997,183 | $21.6M | 0.00% | +443,370+80.1% | Added |
| E. Ohman J:or Asset Management AB | 965,828 | $20.9M | 0.49% | 00.0% | Unchanged |
| HSBC Holdings PLC | 945,829 | $20.6M | 0.01% | +934,825+8,495.3% | Added |
| Bank of America Corp | 943,811 | $20.4M | 0.00% | +641,019+211.7% | Added |
| Charles Schwab Investment Management Inc | 930,665 | $20.1M | 0.00% | +22,233+2.4% | Added |
| Farallon Capital Management, L.L.C. | 871,830 | $18.9M | 0.11% | −1,054,170−54.7% | Reduced |
| Raymond James Financial Inc | 833,637 | $18.0M | 0.01% | +215,377+34.8% | Added |
| Victory Capital Management Inc | 794,519 | $17.2M | 0.01% | −5,528−0.7% | Reduced |
| Northern Trust Corp | 714,804 | $15.5M | 0.00% | +4,218+0.6% | Added |
| Manufacturers Life Insurance Company, The | 636,142 | $13.8M | 0.01% | −3,120−0.5% | Reduced |
| Jane Street Group, LLC | 507,829 | $11.0M | 0.01% | +200,936+65.5% | Added |
| T. Rowe Price Investment Management, Inc. | 499,130 | $10.8M | 0.01% | +499,130 | New |
| Walleye Capital LLC | 463,347 | $10.0M | 0.08% | +115,240+33.1% | Added |
| Quinn Opportunity Partners LLC | 402,860 | $8.72M | 0.64% | −20,500−4.8% | Reduced |
| Sirios Capital Management L P | 374,948 | $8.11M | 1.06% | +374,948 | New |
| Whitefort Capital Management, LP | 371,000 | $8.03M | 2.66% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 357,831 | $7.74M | 0.06% | +357,831 | New |
| Barclays PLC | 342,032 | $7.40M | 0.00% | +62,786+22.5% | Added |
| Hudson Bay Capital Management LP | 339,609 | $7.35M | 0.04% | −133,637−28.2% | Reduced |
| Pier Capital, LLC | 328,704 | $7.11M | 1.11% | +154,160+88.3% | Added |
| Susquehanna International Group, LLP | 326,630 | $7.07M | 0.01% | −126,398−27.9% | Reduced |
| Dimension Capital Management LLC | 325,956 | $7.05M | 1.03% | +24,500+8.1% | Added |
| JPMorgan Chase & Co | 323,932 | $7.01M | 0.00% | +130,392+67.4% | Added |
| Goldman Sachs Group Inc | 311,972 | $6.75M | 0.00% | −240,296−43.5% | Reduced |
| Bank of New York Mellon Corp | 310,951 | $6.73M | 0.00% | +6,596+2.2% | Added |
| P Schoenfeld Asset Management LP | 262,500 | $5.68M | 1.61% | −187,736−41.7% | Reduced |
| Renaissance Technologies LLC | 262,000 | $5.67M | 0.01% | +262,000 | New |
| Gabelli Funds LLC | 236,998 | $5.13M | 0.03% | −78,004−24.8% | Reduced |
| Nomura Holdings Inc | 224,604 | $4.86M | 0.02% | −48,061−17.6% | Reduced |
| 8 Knots Management, LLC | 220,088 | $4.76M | 0.54% | +220,088 | New |
| Sivik Global Healthcare LLC | 220,000 | $4.76M | 2.50% | +95,000+76.0% | Added |
| Kennedy Capital Management, Inc. | 215,256 | $4.66M | 0.10% | −831−0.4% | Reduced |
| Nuveen, LLC | 169,873 | $3.68M | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 168,543 | $3.65M | 0.02% | −88,914−34.5% | Reduced |
| Weiss Asset Management LP | 166,524 | $3.60M | 0.05% | −133,362−44.5% | Reduced |
| MidWestOne Financial Group, Inc. | 159,146 | $3.44M | 0.42% | −44,614−21.9% | Reduced |
| American Century Companies Inc | 157,344 | $3.40M | 0.00% | +157,344 | New |
| State of Wisconsin Investment Board | 150,836 | $3.26M | 0.01% | +169+0.1% | Added |
| Swiss National Bank | 149,100 | $3.23M | 0.00% | +2,900+2.0% | Added |
| Twin Securities, Inc. | 142,872 | $3.09M | 1.56% | −368,844−72.1% | Reduced |
| AYAL Capital Advisors Ltd | 125,000 | $2.71M | 1.56% | 00.0% | Unchanged |
| Rangeley Capital, LLC | 124,000 | $2.68M | 2.52% | −42,060−25.3% | Reduced |
| Wesbanco Bank Inc | 120,000 | $2.60M | 0.07% | 00.0% | Unchanged |
| Rhumbline Advisers | 118,204 | $2.56M | 0.00% | −3,211−2.6% | Reduced |
| Dark Forest Capital Management LP | 117,474 | $2.54M | 0.10% | −16,094−12.0% | Reduced |
| Caxton Associates LLP | 103,589 | $2.24M | 0.06% | 00.0% | Unchanged |
| Harvest Management LLC | 102,760 | $2.22M | 1.09% | −237,904−69.8% | Reduced |
| Ameriprise Financial Inc | 99,525 | $2.15M | 0.00% | −218−0.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 95,000 | $2.06M | 0.11% | 00.0% | Unchanged |
| HRT Financial LP | 85,969 | $1.86M | 0.01% | +85,969 | New |
| CastleKnight Management LP | 85,100 | $1.84M | 0.10% | −33,700−28.4% | Reduced |
| ExodusPoint Capital Management, LP | 84,330 | $1.82M | 0.03% | −79,104−48.4% | Reduced |
| Principal Financial Group Inc | 83,574 | $1.81M | 0.00% | +17,569+26.6% | Added |
| Alliancebernstein L.P. | 82,508 | $1.79M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 81,251 | $1.76M | 0.00% | −4,396−5.1% | Reduced |
| Price T Rowe Associates Inc | 78,497 | $1.70M | 0.00% | +3,092+4.1% | Added |
| California State Teachers Retirement System | 73,140 | $1.58M | 0.00% | +8,049+12.4% | Added |
| Tranquility Partners, LLC | 68,062 | $1.47M | 0.50% | +6,170+10.0% | Added |
| Wolverine Asset Management LLC | 66,529 | $1.44M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 63,559 | $1.38M | 0.00% | +9,281+17.1% | Added |
| Deutsche Bank AG | 62,762 | $1.36M | 0.00% | +6,958+12.5% | Added |
| Prelude Capital Management, LLC | 61,205 | $1.32M | 0.10% | −2,734−4.3% | Reduced |
| Citigroup Inc | 58,417 | $1.26M | 0.00% | +22,469+62.5% | Added |
| TD Waterhouse Canada Inc. | 55,275 | $1.17M | 0.01% | +1,615+3.0% | Added |
| Moore Capital Management, LP | 50,000 | $1.08M | 0.02% | −50,000−50.0% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 48,200 | $1.04M | 0.17% | −98,050−67.0% | Reduced |
| MetLife Investment Management | 46,364 | $1.00M | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 40,123 | $868.3K | 0.07% | +23,567+142.3% | Added |
| Marshall Wace, LLP | 38,241 | $827.5K | 0.00% | +38,241 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 35,935 | $777.6K | 0.00% | −6,454−15.2% | Reduced |
| Citadel Advisors LLC | 34,560 | $747.9K | 0.00% | −214,408−86.1% | Reduced |
| Caption Management, LLC | 32,362 | $700.3K | 0.04% | −103,315−76.1% | Reduced |
| Keybank National Association | 32,098 | $694.6K | 0.00% | +32,098 | New |
| Holocene Advisors, LP | 30,753 | $665.5K | 0.00% | −58,180−65.4% | Reduced |
| Clear Harbor Asset Management, LLC | 30,311 | $655.9K | 0.05% | +30,311 | New |
| Intech Investment Management LLC | 29,386 | $635.9K | 0.01% | −6,978−19.2% | Reduced |
| Envestnet Asset Management Inc | 28,749 | $622.1K | 0.00% | −4,014−12.3% | Reduced |
| Sanctuary Advisors, LLC | 27,270 | $590.1K | 0.00% | −696−2.5% | Reduced |
| Toronto Dominion Bank | 25,000 | $541.0K | 0.00% | −40,000−61.5% | Reduced |
| LPL Financial LLC | 23,842 | $515.9K | 0.00% | +4,150+21.1% | Added |
| New York State Common Retirement Fund | 23,438 | $507.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,739 | $492.1K | 0.00% | +425+1.9% | Added |
| Two Sigma Investments, LP | 22,034 | $476.8K | 0.00% | +4,137+23.1% | Added |
| Russell Investments Group, Ltd. | 21,834 | $472.5K | 0.00% | +6,423+41.7% | Added |