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