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 |
|---|---|---|---|---|---|
| Avion Wealth | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 15 | $0 | 0.00% | −1−6.3% | Reduced |
| Root Financial Partners, LLC | 3 | $65 | 0.00% | +3 | New |
| Steward Partners Investment Advisory, LLC | 4 | $87 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 38 | $156 | 0.00% | +36+1,800.0% | Added |
| EverSource Wealth Advisors, LLC | 10 | $216 | 0.00% | −13−56.5% | Reduced |
| True Wealth Design, LLC | 17 | $368 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $433 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 21 | $455 | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 23 | $498 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 39 | $844 | 0.00% | −5−11.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 43 | $931 | 0.00% | +43 | New |
| Parkside Financial Bank & Trust | 45 | $973 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 47 | $1.02K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 64 | $1.39K | 0.00% | +64 | New |
| Smartleaf Asset Management LLC | 74 | $1.62K | 0.00% | +19+34.5% | Added |
| Fifth Third Bancorp | 75 | $1.62K | 0.00% | −21−21.9% | Reduced |
| SRS Capital Advisors, Inc. | 83 | $1.80K | 0.00% | +83 | New |
| Advisory Services Network, LLC | 116 | $2.51K | 0.00% | +116 | New |
| Rothschild Investment LLC | 135 | $2.92K | 0.00% | −20−12.9% | Reduced |
| IFP Advisors, Inc | 163 | $3.53K | 0.00% | +149+1,064.3% | Added |
| Northwestern Mutual Wealth Management Co | 190 | $4.11K | 0.00% | +15+8.6% | Added |
| GAMMA Investing LLC | 213 | $4.61K | 0.00% | +59+38.3% | Added |
| J.Safra Asset Management Corp | 221 | $4.78K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 267 | $5.78K | 0.00% | −246−48.0% | Reduced |
| Signaturefd, LLC | 268 | $5.80K | 0.00% | +17+6.8% | Added |
| Advisor Group Holdings, Inc. | 382 | $8.40K | 0.00% | −45−10.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 400 | $8.66K | 0.00% | +400 | New |
| Allworth Financial LP | 431 | $9.33K | 0.00% | +76+21.4% | Added |
| CWM, LLC | 445 | $10.0K | 0.00% | −238−34.8% | Reduced |
| Farther Finance Advisors, LLC | 481 | $10.4K | 0.00% | −571−54.3% | Reduced |
| Parallel Advisors, LLC | 484 | $10.5K | 0.00% | +280+137.3% | Added |
| Optiver Holding B.V. | 509 | $11.0K | 0.00% | +146+40.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 682 | $15.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 714 | $15.5K | 0.00% | +3+0.4% | Added |
| Harbor Capital Advisors, Inc. | 877 | $19.0K | 0.00% | +155+21.5% | Added |
| Nomura Asset Management Co Ltd | 900 | $19.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 901 | $19.5K | 0.00% | +70+8.4% | Added |
| Quarry LP | 984 | $21.3K | 0.01% | +984 | New |
| Principal Securities, Inc. | 1,052 | $22.8K | 0.00% | +201+23.6% | Added |
| Quadrant Capital Group LLC | 1,115 | $24.1K | 0.00% | +1,115 | New |
| Quest Partners LLC | 1,213 | $26.2K | 0.00% | −844−41.0% | Reduced |
| Jones Financial Companies LLLP | 1,227 | $26.8K | 0.00% | +930+313.1% | Added |
| Public Employees Retirement System of Ohio | 1,344 | $29.1K | 0.00% | +171+14.6% | Added |
| Rockefeller Capital Management L.P. | 1,460 | $31.6K | 0.00% | +1,460 | New |
| Caitong International Asset Management Co., Ltd | 2,287 | $49.5K | 0.03% | +2,282+45,640.0% | Added |
| KBC Group NV | 2,555 | $55.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,664 | $58.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,702 | $58.5K | 0.00% | +1,519+128.4% | Added |
| Sterling Capital Management LLC | 5,356 | $115.9K | 0.00% | +3,298+160.3% | Added |
| Aquatic Capital Management LLC | 5,605 | $121.3K | 0.00% | +5,605 | New |
| Covestor Ltd | 6,127 | $132.0K | 0.07% | −13,272−68.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,462 | $139.8K | 0.00% | −1,204−15.7% | Reduced |
| State of Alaska, Department of Revenue | 7,023 | $151.0K | 0.00% | +7,023 | New |
| Public Employees Retirement Association of Colorado | 7,083 | $153.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,180 | $177.0K | 0.01% | −2,421−22.8% | Reduced |
| Persistent Asset Partners Ltd | 9,704 | $210.0K | 0.15% | +9,704 | New |
| Prudential Financial Inc | 9,730 | $210.6K | 0.00% | +30+0.3% | Added |
| Teacher Retirement System of Texas | 9,989 | $216.2K | 0.00% | −10,608−51.5% | Reduced |
| FNY Investment Advisers, LLC | 10,229 | $221.0K | 0.07% | +5,036+97.0% | Added |
| Modera Wealth Management, LLC | 10,257 | $222.0K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,432 | $225.7K | 0.01% | +10,432 | New |
| GWM Advisors LLC | 10,500 | $227.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,726 | $235.0K | 0.00% | −24,462−69.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 10,866 | $235.1K | 0.07% | −160−1.5% | Reduced |
| Keebeck Alpha, LP | 10,912 | $236.1K | 0.33% | 00.0% | Unchanged |
| Empowered Funds, LLC | 11,203 | $242.4K | 0.00% | +347+3.2% | Added |
| Camden Capital, LLC | 11,360 | $245.8K | 0.02% | +11,360 | New |
| Pictet Asset Management Holding SA | 11,528 | $249.5K | 0.00% | +2,116+22.5% | Added |
| Aristeia Capital LLC | 11,645 | $252.0K | 0.01% | −103−0.9% | Reduced |
| Two Sigma Securities, LLC | 11,685 | $252.9K | 0.04% | +11,685 | New |
| Captrust Financial Advisors | 12,162 | $263.2K | 0.00% | −46−0.4% | Reduced |
| Royal Bank of Canada | 12,399 | $268.0K | 0.00% | −57,041−82.1% | Reduced |
| Verdence Capital Advisors LLC | 12,209 | $279.6K | 0.02% | +12,209 | New |
| Tower Research Capital LLC (TRC) | 12,939 | $280.0K | 0.01% | +3,626+38.9% | Added |
| ProShare Advisors LLC | 13,226 | $286.2K | 0.00% | −2,634−16.6% | Reduced |
| Voya Investment Management LLC | 13,842 | $299.5K | 0.00% | −88,405−86.5% | Reduced |
| Camelot Portfolios, LLC | 13,996 | $302.9K | 0.18% | −446−3.1% | Reduced |
| Natixis Advisors, L.P. | 13,994 | $303.0K | 0.00% | +2,193+18.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $338.3K | 0.11% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 15,800 | $341.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,104 | $348.5K | 0.00% | +8,504+111.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,171 | $349.9K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,265 | $352.0K | 0.00% | −36,801−69.3% | Reduced |
| Brevan Howard Capital Management LP | 16,464 | $356.3K | 0.01% | +16,464 | New |
| SG Americas Securities, LLC | 17,031 | $369.0K | 0.00% | +6,524+62.1% | Added |
| Bayforest Capital Ltd | 17,728 | $383.6K | 0.18% | +17,728 | New |
| Aigen Investment Management, LP | 17,745 | $384.0K | 0.06% | +17,745 | New |
| Handelsbanken Fonder AB | 18,100 | $392.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 18,688 | $404.4K | 0.01% | −21,904−54.0% | Reduced |
| Pathstone Holdings, LLC | 18,948 | $410.0K | 0.00% | −2,315−10.9% | Reduced |
| Great West Life Assurance Co | 18,927 | $414.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 19,215 | $415.8K | 0.00% | +3,728+24.1% | Added |
| State Board of Administration of Florida Retirement System | 19,273 | $417.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 19,550 | $423.1K | 0.02% | −70,992−78.4% | Reduced |
| TD Asset Management Inc | 19,852 | $429.6K | 0.00% | +19,852 | New |
| ADAR1 Capital Management, LLC | 20,000 | $432.8K | 0.04% | −20,000−50.0% | Reduced |
| Franklin Resources Inc | 20,563 | $445.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 20,689 | $447.7K | 0.04% | +3,042+17.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,403 | $463.2K | 0.00% | +3,821+21.7% | Added |