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 |
|---|---|---|---|---|---|
| TIG Advisors, LLC | 0 | $0 | 0.00% | −1,023,621−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −540,025−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −518,044−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −400,134−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −315,492−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −244,112−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −217,893−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −186,088−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −178,578−100.0% | Sold out |
| Omni Event Management Ltd | 0 | $0 | 0.00% | −100,920−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −74,053−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −39,688−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −32,759−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −32,324−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −35,431−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −17,484−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −14,844−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,458−100.0% | Sold out |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −14,435−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,971−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −6,611−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Graypoint LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |