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, Q4 2025
Institutional positions in Surgery Partners, Inc. as of Dec 31, 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
- 181
- −17 vs. Q3 2025
- Shares held
- 156.9M
- +5.54M (+3.7%) vs. Q3 2025
- Total value
- $2.43B
- −$851.4M (−26.0%) vs. Q3 2025
- New holders
- 33
- 56 more added
- Sold out
- 50
- 67 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $771.7M | 16.69% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,537,984 | $209.2M | 0.09% | +501,401+3.8% | Added |
| King Street Capital Management, L.P. | 10,229,730 | $158.0M | 21.82% | +889,800+9.5% | Added |
| Pentwater Capital Management LP | 10,000,000 | $154.5M | 1.12% | −1,681,000−14.4% | Reduced |
| UBS Group AG | 7,803,974 | $120.6M | 0.02% | +4,113,052+111.4% | Added |
| Vanguard Group Inc | 7,565,905 | $116.9M | 0.00% | −48,609−0.6% | Reduced |
| FMR LLC | 6,575,016 | $101.6M | 0.01% | −3,911,694−37.3% | Reduced |
| BlackRock, Inc. | 5,691,031 | $87.9M | 0.00% | +32,639+0.6% | Added |
| Dimensional Fund Advisors LP | 4,906,580 | $75.8M | 0.02% | +46,365+1.0% | Added |
| Clearbridge Investments, LLC | 4,228,451 | $65.3M | 0.05% | −14,169−0.3% | Reduced |
| Glenview Capital Management, LLC | 3,858,088 | $59.6M | 1.27% | +1,311,353+51.5% | Added |
| Davidson Kempner Capital Management LP | 2,371,464 | $36.6M | 0.54% | +2,371,464 | New |
| Goldman Sachs Group Inc | 1,959,686 | $30.3M | 0.00% | +1,647,714+528.2% | Added |
| HSBC Holdings PLC | 1,931,577 | $30.2M | 0.02% | +985,748+104.2% | Added |
| Geode Capital Management, LLC | 1,943,449 | $30.0M | 0.00% | +11,366+0.6% | Added |
| State Street Corp | 1,872,877 | $28.9M | 0.00% | +18,400+1.0% | Added |
| Nomura Holdings Inc | 1,720,159 | $26.6M | 0.08% | +1,495,555+665.9% | Added |
| Morgan Stanley | 1,140,803 | $17.6M | 0.00% | +143,620+14.4% | Added |
| UBS Asset Management Americas Inc | 1,100,546 | $17.0M | 0.00% | +55,501+5.3% | Added |
| Charles Schwab Investment Management Inc | 990,648 | $15.3M | 0.00% | +59,983+6.4% | Added |
| Victory Capital Management Inc | 767,730 | $11.9M | 0.01% | −26,789−3.4% | Reduced |
| Raymond James Financial Inc | 701,089 | $10.8M | 0.00% | −132,548−15.9% | Reduced |
| Sea Cliff Partners Management, LP | 673,351 | $10.4M | 4.38% | +673,351 | New |
| Northern Trust Corp | 650,427 | $10.0M | 0.00% | −64,377−9.0% | Reduced |
| Manufacturers Life Insurance Company, The | 636,730 | $9.84M | 0.01% | +588+0.1% | Added |
| Bank of America Corp | 626,477 | $9.68M | 0.00% | −317,334−33.6% | Reduced |
| Hudson Bay Capital Management LP | 605,455 | $9.35M | 0.05% | +265,846+78.3% | Added |
| Whitefort Capital Management, LP | 600,000 | $9.27M | 2.81% | +229,000+61.7% | Added |
| Citadel Advisors LLC | 589,821 | $9.11M | 0.01% | +555,261+1,606.7% | Added |
| SG Americas Securities, LLC | 566,976 | $8.76M | 0.01% | +549,945+3,229.1% | Added |
| T. Rowe Price Investment Management, Inc. | 474,323 | $7.33M | 0.00% | −24,807−5.0% | Reduced |
| Quinn Opportunity Partners LLC | 413,860 | $6.39M | 0.28% | +11,000+2.7% | Added |
| Dimension Capital Management LLC | 390,122 | $6.03M | 0.84% | +64,166+19.7% | Added |
| Walleye Capital LLC | 371,995 | $5.75M | 0.03% | −91,352−19.7% | Reduced |
| TIG Advisors, LLC | 364,373 | $5.63M | 0.27% | +364,373 | New |
| LMR Partners LLP | 360,315 | $5.57M | 0.05% | +360,315 | New |
| Man Group plc | 328,794 | $5.08M | 0.01% | +328,794 | New |
| Pier Capital, LLC | 324,834 | $5.02M | 0.80% | −3,870−1.2% | Reduced |
| Rock Springs Capital Management LP | 310,000 | $4.79M | 0.25% | +310,000 | New |
| Bank of New York Mellon Corp | 308,561 | $4.77M | 0.00% | −2,390−0.8% | Reduced |
| Jane Street Group, LLC | 287,376 | $4.44M | 0.01% | −220,453−43.4% | Reduced |
| Verition Fund Management LLC | 281,196 | $4.34M | 0.02% | +112,653+66.8% | Added |
| Barclays PLC | 246,966 | $3.82M | 0.00% | −95,066−27.8% | Reduced |
| AYAL Capital Advisors Ltd | 225,000 | $3.48M | 1.90% | +100,000+80.0% | Added |
| Norges Bank | 223,742 | $3.46M | 0.00% | +223,742 | New |
| Kennedy Capital Management, Inc. | 215,705 | $3.33M | 0.07% | +449+0.2% | Added |
| CastleKnight Management LP | 200,700 | $3.10M | 0.18% | +115,600+135.8% | Added |
| Sivik Global Healthcare LLC | 200,000 | $3.09M | 1.51% | −20,000−9.1% | Reduced |
| Clearline Capital LP | 199,876 | $3.09M | 0.23% | +199,876 | New |
| Invesco Ltd. | 183,362 | $2.83M | 0.00% | −1,576,138−89.6% | Reduced |
| Gabelli Funds LLC | 181,897 | $2.81M | 0.02% | −55,101−23.2% | Reduced |
| Susquehanna International Group, LLP | 181,336 | $2.80M | 0.00% | −145,294−44.5% | Reduced |
| Jain Global LLC | 174,114 | $2.69M | 0.03% | +174,114 | New |
| Twin Securities, Inc. | 170,258 | $2.63M | 1.01% | +27,386+19.2% | Added |
| Nuveen, LLC | 165,747 | $2.56M | 0.00% | −4,126−2.4% | Reduced |
| Empowered Funds, LLC | 161,419 | $2.49M | 0.04% | +150,216+1,340.9% | Added |
| Deutsche Bank AG | 159,907 | $2.47M | 0.00% | +97,145+154.8% | Added |
| Weiss Asset Management LP | 158,589 | $2.45M | 0.03% | −7,935−4.8% | Reduced |
| Swiss National Bank | 151,800 | $2.35M | 0.00% | +2,700+1.8% | Added |
| State of Wisconsin Investment Board | 151,504 | $2.34M | 0.01% | +668+0.4% | Added |
| Centiva Capital, LP | 150,556 | $2.33M | 0.14% | +150,556 | New |
| Bridgeway Capital Management, LLC | 150,192 | $2.32M | 0.05% | +150,192 | New |
| JPMorgan Chase & Co | 145,417 | $2.25M | 0.00% | −178,515−55.1% | Reduced |
| Walleye Trading LLC | 134,613 | $2.08M | 0.03% | +134,613 | New |
| Edgestream Partners, L.P. | 134,572 | $2.08M | 0.06% | +134,572 | New |
| Atom Investors LP | 134,053 | $2.07M | 0.16% | +134,053 | New |
| Principal Financial Group Inc | 121,518 | $1.88M | 0.00% | +37,944+45.4% | Added |
| Wesbanco Bank Inc | 120,000 | $1.85M | 0.05% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 116,358 | $1.80M | 0.00% | +100,254+622.5% | Added |
| TD Waterhouse Canada Inc. | 115,338 | $1.78M | 0.01% | +60,063+108.7% | Added |
| Deerfield Management Company, L.P. (Series C) | 112,623 | $1.74M | 0.02% | +112,623 | New |
| Deeter Investments LLP | 102,502 | $1.58M | 0.34% | +102,502 | New |
| Rhumbline Advisers | 100,151 | $1.55M | 0.00% | −18,053−15.3% | Reduced |
| Wells Fargo & Company | 91,501 | $1.41M | 0.00% | +27,942+44.0% | Added |
| Alliancebernstein L.P. | 87,808 | $1.36M | 0.00% | +5,300+6.4% | Added |
| Price T Rowe Associates Inc | 86,646 | $1.34M | 0.00% | +8,149+10.4% | Added |
| Irenic Capital Management LP | 84,620 | $1.31M | 0.17% | −1,047,583−92.5% | Reduced |
| California State Teachers Retirement System | 82,072 | $1.27M | 0.00% | +8,932+12.2% | Added |
| Wolverine Asset Management LLC | 76,529 | $1.18M | 0.02% | +10,000+15.0% | Added |
| Legal & General Group Plc | 74,797 | $1.16M | 0.00% | −6,454−7.9% | Reduced |
| American Century Companies Inc | 69,099 | $1.07M | 0.00% | −88,245−56.1% | Reduced |
| Tranquility Partners, LLC | 68,062 | $1.05M | 0.38% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 62,743 | $969.4K | 0.07% | +1,538+2.5% | Added |
| Sirios Capital Management L P | 51,186 | $790.8K | 0.10% | −323,762−86.3% | Reduced |
| Moore Capital Management, LP | 50,000 | $772.5K | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 46,903 | $724.7K | 0.00% | +16,150+52.5% | Added |
| MetLife Investment Management | 46,364 | $716.3K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 46,000 | $710.7K | 0.11% | +46,000 | New |
| Clear Harbor Asset Management, LLC | 39,451 | $609.5K | 0.04% | +9,140+30.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 35,903 | $554.7K | 0.00% | −32−0.1% | Reduced |
| Marshall Wace, LLP | 30,814 | $476.1K | 0.00% | −7,427−19.4% | Reduced |
| CWM Advisors, LLC | 30,073 | $464.6K | 0.04% | +9,384+45.4% | Added |
| Cerity Partners LLC | 30,005 | $463.6K | 0.00% | +30,005 | New |
| Intech Investment Management LLC | 29,386 | $454.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 29,357 | $453.6K | 0.01% | +29,357 | New |
| Headlands Technologies LLC | 28,978 | $447.7K | 0.04% | −11,145−27.8% | Reduced |
| Sanctuary Advisors, LLC | 28,488 | $440.1K | 0.00% | +1,218+4.5% | Added |
| Bessemer Group Inc | 27,999 | $433.0K | 0.00% | +27,999 | New |
| Envestnet Asset Management Inc | 27,787 | $429.3K | 0.00% | −962−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,148 | $404.0K | 0.00% | +9,977+61.7% | Added |