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