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 |
|---|---|---|---|---|---|
| Creative Planning | 0 | $0 | 0.00% | −19,215−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −18,948−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −18,688−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,745−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,464−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,265−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −13,994−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −12,209−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,685−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −11,645−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −10,866−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −10,257−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −9,989−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −9,730−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −9,704−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,605−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |