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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 21,834 | $472.5K | 0.00% | +6,423+41.7% | Added |
| Two Sigma Investments, LP | 22,034 | $476.8K | 0.00% | +4,137+23.1% | Added |
| Arizona State Retirement System | 22,739 | $492.1K | 0.00% | +425+1.9% | Added |
| New York State Common Retirement Fund | 23,438 | $507.2K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 23,842 | $515.9K | 0.00% | +4,150+21.1% | Added |
| Toronto Dominion Bank | 25,000 | $541.0K | 0.00% | −40,000−61.5% | Reduced |
| Sanctuary Advisors, LLC | 27,270 | $590.1K | 0.00% | −696−2.5% | Reduced |
| Envestnet Asset Management Inc | 28,749 | $622.1K | 0.00% | −4,014−12.3% | Reduced |
| Intech Investment Management LLC | 29,386 | $635.9K | 0.01% | −6,978−19.2% | Reduced |
| Clear Harbor Asset Management, LLC | 30,311 | $655.9K | 0.05% | +30,311 | New |
| Holocene Advisors, LP | 30,753 | $665.5K | 0.00% | −58,180−65.4% | Reduced |
| Keybank National Association | 32,098 | $694.6K | 0.00% | +32,098 | New |
| Caption Management, LLC | 32,362 | $700.3K | 0.04% | −103,315−76.1% | Reduced |
| Citadel Advisors LLC | 34,560 | $747.9K | 0.00% | −214,408−86.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 35,935 | $777.6K | 0.00% | −6,454−15.2% | Reduced |
| Marshall Wace, LLP | 38,241 | $827.5K | 0.00% | +38,241 | New |
| Headlands Technologies LLC | 40,123 | $868.3K | 0.07% | +23,567+142.3% | Added |
| MetLife Investment Management | 46,364 | $1.00M | 0.00% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 48,200 | $1.04M | 0.17% | −98,050−67.0% | Reduced |
| Moore Capital Management, LP | 50,000 | $1.08M | 0.02% | −50,000−50.0% | Reduced |
| TD Waterhouse Canada Inc. | 55,275 | $1.17M | 0.01% | +1,615+3.0% | Added |
| Citigroup Inc | 58,417 | $1.26M | 0.00% | +22,469+62.5% | Added |
| Prelude Capital Management, LLC | 61,205 | $1.32M | 0.10% | −2,734−4.3% | Reduced |
| Deutsche Bank AG | 62,762 | $1.36M | 0.00% | +6,958+12.5% | Added |
| Wells Fargo & Company | 63,559 | $1.38M | 0.00% | +9,281+17.1% | Added |
| Wolverine Asset Management LLC | 66,529 | $1.44M | 0.02% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 68,062 | $1.47M | 0.50% | +6,170+10.0% | Added |
| California State Teachers Retirement System | 73,140 | $1.58M | 0.00% | +8,049+12.4% | Added |
| Price T Rowe Associates Inc | 78,497 | $1.70M | 0.00% | +3,092+4.1% | Added |
| Legal & General Group Plc | 81,251 | $1.76M | 0.00% | −4,396−5.1% | Reduced |
| Alliancebernstein L.P. | 82,508 | $1.79M | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 83,574 | $1.81M | 0.00% | +17,569+26.6% | Added |
| ExodusPoint Capital Management, LP | 84,330 | $1.82M | 0.03% | −79,104−48.4% | Reduced |
| CastleKnight Management LP | 85,100 | $1.84M | 0.10% | −33,700−28.4% | Reduced |
| HRT Financial LP | 85,969 | $1.86M | 0.01% | +85,969 | New |
| Lombard Odier Asset Management (Europe) Ltd | 95,000 | $2.06M | 0.11% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 99,525 | $2.15M | 0.00% | −218−0.2% | Reduced |
| Harvest Management LLC | 102,760 | $2.22M | 1.09% | −237,904−69.8% | Reduced |
| Caxton Associates LLP | 103,589 | $2.24M | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 117,474 | $2.54M | 0.10% | −16,094−12.0% | Reduced |
| Rhumbline Advisers | 118,204 | $2.56M | 0.00% | −3,211−2.6% | Reduced |
| Wesbanco Bank Inc | 120,000 | $2.60M | 0.07% | 00.0% | Unchanged |
| Rangeley Capital, LLC | 124,000 | $2.68M | 2.52% | −42,060−25.3% | Reduced |
| AYAL Capital Advisors Ltd | 125,000 | $2.71M | 1.56% | 00.0% | Unchanged |
| Twin Securities, Inc. | 142,872 | $3.09M | 1.56% | −368,844−72.1% | Reduced |
| Swiss National Bank | 149,100 | $3.23M | 0.00% | +2,900+2.0% | Added |
| State of Wisconsin Investment Board | 150,836 | $3.26M | 0.01% | +169+0.1% | Added |
| American Century Companies Inc | 157,344 | $3.40M | 0.00% | +157,344 | New |
| MidWestOne Financial Group, Inc. | 159,146 | $3.44M | 0.42% | −44,614−21.9% | Reduced |
| Weiss Asset Management LP | 166,524 | $3.60M | 0.05% | −133,362−44.5% | Reduced |
| Verition Fund Management LLC | 168,543 | $3.65M | 0.02% | −88,914−34.5% | Reduced |
| Nuveen, LLC | 169,873 | $3.68M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 215,256 | $4.66M | 0.10% | −831−0.4% | Reduced |
| Sivik Global Healthcare LLC | 220,000 | $4.76M | 2.50% | +95,000+76.0% | Added |
| 8 Knots Management, LLC | 220,088 | $4.76M | 0.54% | +220,088 | New |
| Nomura Holdings Inc | 224,604 | $4.86M | 0.02% | −48,061−17.6% | Reduced |
| Gabelli Funds LLC | 236,998 | $5.13M | 0.03% | −78,004−24.8% | Reduced |
| Renaissance Technologies LLC | 262,000 | $5.67M | 0.01% | +262,000 | New |
| P Schoenfeld Asset Management LP | 262,500 | $5.68M | 1.61% | −187,736−41.7% | Reduced |
| Bank of New York Mellon Corp | 310,951 | $6.73M | 0.00% | +6,596+2.2% | Added |
| Goldman Sachs Group Inc | 311,972 | $6.75M | 0.00% | −240,296−43.5% | Reduced |
| JPMorgan Chase & Co | 323,932 | $7.01M | 0.00% | +130,392+67.4% | Added |
| Dimension Capital Management LLC | 325,956 | $7.05M | 1.03% | +24,500+8.1% | Added |
| Susquehanna International Group, LLP | 326,630 | $7.07M | 0.01% | −126,398−27.9% | Reduced |
| Pier Capital, LLC | 328,704 | $7.11M | 1.11% | +154,160+88.3% | Added |
| Hudson Bay Capital Management LP | 339,609 | $7.35M | 0.04% | −133,637−28.2% | Reduced |
| Barclays PLC | 342,032 | $7.40M | 0.00% | +62,786+22.5% | Added |
| Freestone Grove Partners LP | 357,831 | $7.74M | 0.06% | +357,831 | New |
| Whitefort Capital Management, LP | 371,000 | $8.03M | 2.66% | 00.0% | Unchanged |
| Sirios Capital Management L P | 374,948 | $8.11M | 1.06% | +374,948 | New |
| Quinn Opportunity Partners LLC | 402,860 | $8.72M | 0.64% | −20,500−4.8% | Reduced |
| Walleye Capital LLC | 463,347 | $10.0M | 0.08% | +115,240+33.1% | Added |
| T. Rowe Price Investment Management, Inc. | 499,130 | $10.8M | 0.01% | +499,130 | New |
| Jane Street Group, LLC | 507,829 | $11.0M | 0.01% | +200,936+65.5% | Added |
| Manufacturers Life Insurance Company, The | 636,142 | $13.8M | 0.01% | −3,120−0.5% | Reduced |
| Northern Trust Corp | 714,804 | $15.5M | 0.00% | +4,218+0.6% | Added |
| Victory Capital Management Inc | 794,519 | $17.2M | 0.01% | −5,528−0.7% | Reduced |
| Raymond James Financial Inc | 833,637 | $18.0M | 0.01% | +215,377+34.8% | Added |
| Farallon Capital Management, L.L.C. | 871,830 | $18.9M | 0.11% | −1,054,170−54.7% | Reduced |
| Charles Schwab Investment Management Inc | 930,665 | $20.1M | 0.00% | +22,233+2.4% | Added |
| Bank of America Corp | 943,811 | $20.4M | 0.00% | +641,019+211.7% | Added |
| HSBC Holdings PLC | 945,829 | $20.6M | 0.01% | +934,825+8,495.3% | Added |
| E. Ohman J:or Asset Management AB | 965,828 | $20.9M | 0.49% | 00.0% | Unchanged |
| Morgan Stanley | 997,183 | $21.6M | 0.00% | +443,370+80.1% | Added |
| UBS Asset Management Americas Inc | 1,045,045 | $22.6M | 0.00% | −116,582−10.0% | Reduced |
| Irenic Capital Management LP | 1,132,203 | $24.5M | 4.81% | +874,704+339.7% | Added |
| Invesco Ltd. | 1,759,500 | $38.1M | 0.01% | +76,189+4.5% | Added |
| State Street Corp | 1,854,477 | $40.1M | 0.00% | −1,057−0.1% | Reduced |
| Geode Capital Management, LLC | 1,932,083 | $41.8M | 0.00% | +15,699+0.8% | Added |
| Glenview Capital Management, LLC | 2,546,735 | $55.1M | 1.34% | +1,017,510+66.5% | Added |
| UBS Group AG | 3,690,922 | $79.9M | 0.02% | +1,239,549+50.6% | Added |
| Clearbridge Investments, LLC | 4,242,620 | $91.8M | 0.07% | −33,187−0.8% | Reduced |
| Dimensional Fund Advisors LP | 4,860,215 | $105.2M | 0.02% | +988,956+25.5% | Added |
| BlackRock, Inc. | 5,658,392 | $122.4M | 0.00% | −173,046−3.0% | Reduced |
| Vanguard Group Inc | 7,614,514 | $164.8M | 0.00% | +424,518+5.9% | Added |
| King Street Capital Management, L.P. | 9,339,930 | $202.1M | 27.69% | +3,114,930+50.0% | Added |
| FMR LLC | 10,486,710 | $226.9M | 0.01% | −817,656−7.2% | Reduced |
| Pentwater Capital Management LP | 11,681,000 | $252.8M | 2.27% | +4,681,000+66.9% | Added |
| Janus Henderson Group PLC | 13,036,583 | $282.1M | 0.13% | +81,667+0.6% | Added |
| Bain Capital Investors LLC | 49,946,972 | $1.08B | 32.25% | 00.0% | Unchanged |