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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 2 | $31 | 0.00% | −1−33.3% | Reduced |
| Dunhill Financial, LLC | 2 | $34 | 0.00% | +2 | New |
| Steward Partners Investment Advisory, LLC | 4 | $62 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $77 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 6 | $93 | 0.00% | −32−84.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $124 | 0.00% | −35−81.4% | Reduced |
| Godfrey Financial Associates, Inc. | 21 | $324 | 0.00% | +21 | New |
| Rothschild Investment LLC | 25 | $386 | 0.00% | −110−81.5% | Reduced |
| Ronald Blue Trust, Inc. | 42 | $649 | 0.00% | +42 | New |
| Smartleaf Asset Management LLC | 68 | $1.06K | 0.00% | −6−8.1% | Reduced |
| Fifth Third Bancorp | 75 | $1.16K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 90 | $1.39K | 0.00% | −177−66.3% | Reduced |
| Quarry LP | 110 | $1.70K | 0.00% | −874−88.8% | Reduced |
| IFP Advisors, Inc | 115 | $1.78K | 0.00% | −48−29.4% | Reduced |
| CWM, LLC | 145 | $2.00K | 0.00% | −300−67.4% | Reduced |
| Parallel Advisors, LLC | 150 | $2.32K | 0.00% | −334−69.0% | Reduced |
| Kilter Group LLC | 159 | $2.46K | 0.00% | +120+307.7% | Added |
| Northwestern Mutual Wealth Management Co | 175 | $2.70K | 0.00% | −15−7.9% | Reduced |
| Optiver Holding B.V. | 193 | $2.98K | 0.00% | −316−62.1% | Reduced |
| Versant Capital Management, Inc | 199 | $3.08K | 0.00% | +199 | New |
| J.Safra Asset Management Corp | 221 | $3.41K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 328 | $5.07K | 0.00% | +115+54.0% | Added |
| Farther Finance Advisors, LLC | 342 | $5.28K | 0.00% | −139−28.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 400 | $6.18K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 408 | $6.30K | 0.00% | −23−5.3% | Reduced |
| Quest Partners LLC | 499 | $7.71K | 0.00% | −714−58.9% | Reduced |
| Los Angeles Capital Management LLC | 422 | $9.35K | 0.00% | +422 | New |
| Comerica Bank | 677 | $10.5K | 0.00% | −37−5.2% | Reduced |
| Advisor Group Holdings, Inc. | 733 | $11.3K | 0.00% | +351+91.9% | Added |
| Jones Financial Companies LLLP | 753 | $11.6K | 0.00% | −474−38.6% | Reduced |
| Harbor Capital Advisors, Inc. | 862 | $13.0K | 0.00% | −15−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 856 | $13.2K | 0.00% | −1,846−68.3% | Reduced |
| Nomura Asset Management Co Ltd | 900 | $13.9K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 916 | $14.0K | 0.00% | +234+34.3% | Added |
| Oakum Bay Capital LLC | 1,000 | $15.4K | 0.01% | +1,000 | New |
| Quadrant Capital Group LLC | 1,094 | $16.9K | 0.00% | −21−1.9% | Reduced |
| Luken Investment Analytics, LLC | 1,275 | $19.7K | 0.01% | +1,275 | New |
| Public Employees Retirement System of Ohio | 1,518 | $23.5K | 0.00% | +174+12.9% | Added |
| Rockefeller Capital Management L.P. | 1,938 | $29.9K | 0.00% | +478+32.7% | Added |
| Amalgamated Bank | 2,430 | $38.0K | 0.00% | −234−8.8% | Reduced |
| KBC Group NV | 2,555 | $39.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,458 | $68.9K | 0.00% | −898−16.8% | Reduced |
| Covestor Ltd | 5,246 | $81.0K | 0.04% | −881−14.4% | Reduced |
| Russell Investments Group, Ltd. | 6,126 | $94.6K | 0.00% | −15,708−71.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,462 | $99.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 6,500 | $100.0K | 0.03% | −3,729−36.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,648 | $102.7K | 0.00% | −6,291−48.6% | Reduced |
| Public Employees Retirement Association of Colorado | 7,083 | $109.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7,100 | $109.7K | 0.00% | −17,900−71.6% | Reduced |
| State of Alaska, Department of Revenue | 7,282 | $112.0K | 0.00% | +259+3.7% | Added |
| Citigroup Inc | 8,067 | $124.6K | 0.00% | −50,350−86.2% | Reduced |
| Royal Bank of Canada | 9,830 | $152.0K | 0.00% | −2,569−20.7% | Reduced |
| Great West Life Assurance Co | 10,023 | $155.0K | 0.00% | −8,904−47.0% | Reduced |
| GWM Advisors LLC | 10,500 | $162.2K | 0.00% | 00.0% | Unchanged |
| Marble Bar Asset Management LLP | 10,552 | $163.0K | 3.78% | +10,552 | New |
| Level Four Advisory Services, LLC | 10,575 | $163.4K | 0.01% | +143+1.4% | Added |
| Keebeck Alpha, LP | 10,912 | $168.6K | 0.45% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 11,169 | $172.6K | 0.13% | −6,559−37.0% | Reduced |
| Alpine Global Management, LLC | 11,341 | $175.2K | 0.04% | +11,341 | New |
| Camden Capital, LLC | 11,360 | $175.5K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,528 | $178.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,730 | $181.2K | 0.00% | −432−3.6% | Reduced |
| Millennium Management LLC | 13,112 | $202.6K | 0.00% | +13,112 | New |
| Camelot Portfolios, LLC | 13,557 | $209.5K | 0.13% | −439−3.1% | Reduced |
| Voya Investment Management LLC | 13,842 | $213.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,135 | $218.4K | 0.00% | +909+6.9% | Added |
| Quantinno Capital Management LP | 15,425 | $238.3K | 0.00% | +15,425 | New |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $241.5K | 0.08% | 00.0% | Unchanged |
| TD Asset Management Inc | 16,180 | $250.0K | 0.00% | −3,672−18.5% | Reduced |
| KLP Kapitalforvaltning AS | 16,500 | $254.9K | 0.00% | +700+4.4% | Added |
| HRT Financial LP | 17,700 | $273.0K | 0.00% | −68,269−79.4% | Reduced |
| Handelsbanken Fonder AB | 18,100 | $280.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,273 | $297.8K | 0.00% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 20,000 | $309.0K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 20,488 | $316.5K | 0.00% | −75−0.4% | Reduced |
| Group One Trading, L.P. | 20,864 | $322.3K | 0.01% | +12,684+155.1% | Added |
| Arizona State Retirement System | 21,312 | $329.3K | 0.00% | −1,427−6.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 21,403 | $330.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 23,438 | $362.1K | 0.00% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 24,000 | $370.8K | 4.37% | +24,000 | New |
| LPL Financial LLC | 25,407 | $392.5K | 0.00% | +1,565+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,148 | $404.0K | 0.00% | +9,977+61.7% | Added |
| Envestnet Asset Management Inc | 27,787 | $429.3K | 0.00% | −962−3.3% | Reduced |
| Bessemer Group Inc | 27,999 | $433.0K | 0.00% | +27,999 | New |
| Sanctuary Advisors, LLC | 28,488 | $440.1K | 0.00% | +1,218+4.5% | Added |
| Headlands Technologies LLC | 28,978 | $447.7K | 0.04% | −11,145−27.8% | Reduced |
| Simplex Trading, LLC | 29,357 | $453.6K | 0.01% | +29,357 | New |
| Intech Investment Management LLC | 29,386 | $454.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 30,005 | $463.6K | 0.00% | +30,005 | New |
| CWM Advisors, LLC | 30,073 | $464.6K | 0.04% | +9,384+45.4% | Added |
| Marshall Wace, LLP | 30,814 | $476.1K | 0.00% | −7,427−19.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 35,903 | $554.7K | 0.00% | −32−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 39,451 | $609.5K | 0.04% | +9,140+30.2% | Added |
| Shay Capital LLC | 46,000 | $710.7K | 0.11% | +46,000 | New |
| MetLife Investment Management | 46,364 | $716.3K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 46,903 | $724.7K | 0.00% | +16,150+52.5% | Added |
| Moore Capital Management, LP | 50,000 | $772.5K | 0.02% | 00.0% | Unchanged |
| Sirios Capital Management L P | 51,186 | $790.8K | 0.10% | −323,762−86.3% | Reduced |
| Prelude Capital Management, LLC | 62,743 | $969.4K | 0.07% | +1,538+2.5% | Added |
| Tranquility Partners, LLC | 68,062 | $1.05M | 0.38% | 00.0% | Unchanged |