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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 69,099 | $1.07M | 0.00% | −88,245−56.1% | Reduced |
| Legal & General Group Plc | 74,797 | $1.16M | 0.00% | −6,454−7.9% | Reduced |
| Wolverine Asset Management LLC | 76,529 | $1.18M | 0.02% | +10,000+15.0% | Added |
| California State Teachers Retirement System | 82,072 | $1.27M | 0.00% | +8,932+12.2% | Added |
| Irenic Capital Management LP | 84,620 | $1.31M | 0.17% | −1,047,583−92.5% | Reduced |
| Price T Rowe Associates Inc | 86,646 | $1.34M | 0.00% | +8,149+10.4% | Added |
| Alliancebernstein L.P. | 87,808 | $1.36M | 0.00% | +5,300+6.4% | Added |
| Wells Fargo & Company | 91,501 | $1.41M | 0.00% | +27,942+44.0% | Added |
| Rhumbline Advisers | 100,151 | $1.55M | 0.00% | −18,053−15.3% | Reduced |
| Deeter Investments LLP | 102,502 | $1.58M | 0.34% | +102,502 | New |
| Deerfield Management Company, L.P. (Series C) | 112,623 | $1.74M | 0.02% | +112,623 | New |
| TD Waterhouse Canada Inc. | 115,338 | $1.78M | 0.01% | +60,063+108.7% | Added |
| BNP Paribas Arbitrage, SA | 116,358 | $1.80M | 0.00% | +100,254+622.5% | Added |
| Wesbanco Bank Inc | 120,000 | $1.85M | 0.05% | 00.0% | Unchanged |
| Principal Financial Group Inc | 121,518 | $1.88M | 0.00% | +37,944+45.4% | Added |
| Atom Investors LP | 134,053 | $2.07M | 0.16% | +134,053 | New |
| Edgestream Partners, L.P. | 134,572 | $2.08M | 0.06% | +134,572 | New |
| Walleye Trading LLC | 134,613 | $2.08M | 0.03% | +134,613 | New |
| JPMorgan Chase & Co | 145,417 | $2.25M | 0.00% | −178,515−55.1% | Reduced |
| Bridgeway Capital Management, LLC | 150,192 | $2.32M | 0.05% | +150,192 | New |
| Centiva Capital, LP | 150,556 | $2.33M | 0.14% | +150,556 | New |
| State of Wisconsin Investment Board | 151,504 | $2.34M | 0.01% | +668+0.4% | Added |
| Swiss National Bank | 151,800 | $2.35M | 0.00% | +2,700+1.8% | Added |
| Weiss Asset Management LP | 158,589 | $2.45M | 0.03% | −7,935−4.8% | Reduced |
| Deutsche Bank AG | 159,907 | $2.47M | 0.00% | +97,145+154.8% | Added |
| Empowered Funds, LLC | 161,419 | $2.49M | 0.04% | +150,216+1,340.9% | Added |
| Nuveen, LLC | 165,747 | $2.56M | 0.00% | −4,126−2.4% | Reduced |
| Twin Securities, Inc. | 170,258 | $2.63M | 1.01% | +27,386+19.2% | Added |
| Jain Global LLC | 174,114 | $2.69M | 0.03% | +174,114 | New |
| Susquehanna International Group, LLP | 181,336 | $2.80M | 0.00% | −145,294−44.5% | Reduced |
| Gabelli Funds LLC | 181,897 | $2.81M | 0.02% | −55,101−23.2% | Reduced |
| Invesco Ltd. | 183,362 | $2.83M | 0.00% | −1,576,138−89.6% | Reduced |
| Clearline Capital LP | 199,876 | $3.09M | 0.23% | +199,876 | New |
| Sivik Global Healthcare LLC | 200,000 | $3.09M | 1.51% | −20,000−9.1% | Reduced |
| CastleKnight Management LP | 200,700 | $3.10M | 0.18% | +115,600+135.8% | Added |
| Kennedy Capital Management, Inc. | 215,705 | $3.33M | 0.07% | +449+0.2% | Added |
| Norges Bank | 223,742 | $3.46M | 0.00% | +223,742 | New |
| AYAL Capital Advisors Ltd | 225,000 | $3.48M | 1.90% | +100,000+80.0% | Added |
| Barclays PLC | 246,966 | $3.82M | 0.00% | −95,066−27.8% | Reduced |
| Verition Fund Management LLC | 281,196 | $4.34M | 0.02% | +112,653+66.8% | Added |
| Jane Street Group, LLC | 287,376 | $4.44M | 0.01% | −220,453−43.4% | Reduced |
| Bank of New York Mellon Corp | 308,561 | $4.77M | 0.00% | −2,390−0.8% | Reduced |
| Rock Springs Capital Management LP | 310,000 | $4.79M | 0.25% | +310,000 | New |
| Pier Capital, LLC | 324,834 | $5.02M | 0.80% | −3,870−1.2% | Reduced |
| Man Group plc | 328,794 | $5.08M | 0.01% | +328,794 | New |
| LMR Partners LLP | 360,315 | $5.57M | 0.05% | +360,315 | New |
| TIG Advisors, LLC | 364,373 | $5.63M | 0.27% | +364,373 | New |
| Walleye Capital LLC | 371,995 | $5.75M | 0.03% | −91,352−19.7% | Reduced |
| Dimension Capital Management LLC | 390,122 | $6.03M | 0.84% | +64,166+19.7% | Added |
| Quinn Opportunity Partners LLC | 413,860 | $6.39M | 0.28% | +11,000+2.7% | Added |
| T. Rowe Price Investment Management, Inc. | 474,323 | $7.33M | 0.00% | −24,807−5.0% | Reduced |
| SG Americas Securities, LLC | 566,976 | $8.76M | 0.01% | +549,945+3,229.1% | Added |
| Citadel Advisors LLC | 589,821 | $9.11M | 0.01% | +555,261+1,606.7% | Added |
| Whitefort Capital Management, LP | 600,000 | $9.27M | 2.81% | +229,000+61.7% | Added |
| Hudson Bay Capital Management LP | 605,455 | $9.35M | 0.05% | +265,846+78.3% | Added |
| Bank of America Corp | 626,477 | $9.68M | 0.00% | −317,334−33.6% | Reduced |
| Manufacturers Life Insurance Company, The | 636,730 | $9.84M | 0.01% | +588+0.1% | Added |
| Northern Trust Corp | 650,427 | $10.0M | 0.00% | −64,377−9.0% | Reduced |
| Sea Cliff Partners Management, LP | 673,351 | $10.4M | 4.38% | +673,351 | New |
| Raymond James Financial Inc | 701,089 | $10.8M | 0.00% | −132,548−15.9% | Reduced |
| Victory Capital Management Inc | 767,730 | $11.9M | 0.01% | −26,789−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 990,648 | $15.3M | 0.00% | +59,983+6.4% | Added |
| UBS Asset Management Americas Inc | 1,100,546 | $17.0M | 0.00% | +55,501+5.3% | Added |
| Morgan Stanley | 1,140,803 | $17.6M | 0.00% | +143,620+14.4% | Added |
| Nomura Holdings Inc | 1,720,159 | $26.6M | 0.08% | +1,495,555+665.9% | Added |
| State Street Corp | 1,872,877 | $28.9M | 0.00% | +18,400+1.0% | Added |
| Geode Capital Management, LLC | 1,943,449 | $30.0M | 0.00% | +11,366+0.6% | Added |
| HSBC Holdings PLC | 1,931,577 | $30.2M | 0.02% | +985,748+104.2% | Added |
| Goldman Sachs Group Inc | 1,959,686 | $30.3M | 0.00% | +1,647,714+528.2% | Added |
| Davidson Kempner Capital Management LP | 2,371,464 | $36.6M | 0.54% | +2,371,464 | New |
| Glenview Capital Management, LLC | 3,858,088 | $59.6M | 1.27% | +1,311,353+51.5% | Added |
| Clearbridge Investments, LLC | 4,228,451 | $65.3M | 0.05% | −14,169−0.3% | Reduced |
| Dimensional Fund Advisors LP | 4,906,580 | $75.8M | 0.02% | +46,365+1.0% | Added |
| BlackRock, Inc. | 5,691,031 | $87.9M | 0.00% | +32,639+0.6% | Added |
| FMR LLC | 6,575,016 | $101.6M | 0.01% | −3,911,694−37.3% | Reduced |
| Vanguard Group Inc | 7,565,905 | $116.9M | 0.00% | −48,609−0.6% | Reduced |
| UBS Group AG | 7,803,974 | $120.6M | 0.02% | +4,113,052+111.4% | Added |
| Pentwater Capital Management LP | 10,000,000 | $154.5M | 1.12% | −1,681,000−14.4% | Reduced |
| King Street Capital Management, L.P. | 10,229,730 | $158.0M | 21.82% | +889,800+9.5% | Added |
| Janus Henderson Group PLC | 13,537,984 | $209.2M | 0.09% | +501,401+3.8% | Added |
| Bain Capital Investors LLC | 49,946,972 | $771.7M | 16.69% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −965,828−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −871,830−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −357,831−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −262,500−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −262,000−100.0% | Sold out |
| 8 Knots Management, LLC | 0 | $0 | 0.00% | −220,088−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −159,146−100.0% | Sold out |
| Rangeley Capital, LLC | 0 | $0 | 0.00% | −124,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −117,474−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −103,589−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −102,760−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −99,525−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −84,330−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −48,200−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −32,362−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −32,098−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −22,034−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,550−100.0% | Sold out |