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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.

Q3 2025 vs. Q2 2025

How the institutions holding Surgery Partners, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SGRY: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders20332000
Shares144.3M1.23M151.4M+8.33M (+5.8%)
Value$3.21B$27.3M$3.28B+$96.0M (+3.0%)

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Surgery Partners, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to SGRY in Q3 2025
InstitutionSharesValue% of portfolio
T. Rowe Price Investment Management, Inc.499,130$10.8M0.01%
Sirios Capital Management L P374,948$8.11M1.06%
Freestone Grove Partners LP357,831$7.74M0.06%
Renaissance Technologies LLC262,000$5.67M0.01%
8 Knots Management, LLC220,088$4.76M0.54%
American Century Companies Inc157,344$3.40M0.00%
HRT Financial LP85,969$1.86M0.01%
Marshall Wace, LLP38,241$827.5K0.00%
Keybank National Association32,098$694.6K0.00%
Clear Harbor Asset Management, LLC30,311$655.9K0.05%
TD Asset Management Inc19,852$429.6K0.00%
Aigen Investment Management, LP17,745$384.0K0.06%
Bayforest Capital Ltd17,728$383.6K0.18%
Brevan Howard Capital Management LP16,464$356.3K0.01%
Verdence Capital Advisors LLC12,209$279.6K0.02%
Two Sigma Securities, LLC11,685$252.9K0.04%
Camden Capital, LLC11,360$245.8K0.02%
Level Four Advisory Services, LLC10,432$225.7K0.01%
Persistent Asset Partners Ltd9,704$210.0K0.15%
State of Alaska, Department of Revenue7,023$151.0K0.00%
Aquatic Capital Management LLC5,605$121.3K0.00%
Rockefeller Capital Management L.P.1,460$31.6K0.00%
Quadrant Capital Group LLC1,115$24.1K0.00%
Quarry LP984$21.3K0.01%
Federation des caisses Desjardins du Quebec400$8.66K0.00%
Advisory Services Network, LLC116$2.51K0.00%
SRS Capital Advisors, Inc.83$1.80K0.00%
Barrow Hanley Mewhinney & Strauss LLC64$1.39K0.00%
Transamerica Financial Advisors, Inc.43$9310.00%
Financial Consulate, Inc21$4550.00%
Steward Partners Investment Advisory, LLC4$870.00%
Root Financial Partners, LLC3$650.00%

Sold out (32)

Institutions that held Surgery Partners, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Not filed for Q3 2025 yet (3)

Institutions that held Surgery Partners, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SGRY in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank1,196,983$26.6M
Graypoint LLC20,000$444.6K
CIBC World Markets Corp9,530$211.9K