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, Q1 2026
Institutional positions in Surgery Partners, Inc. as of Mar 31, 2026. 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
- 183
- +5 vs. Q4 2025
- Shares held
- 159.1M
- +9.99M (+6.7%) vs. Q4 2025
- Total value
- $1.90B
- −$407.5M (−17.7%) vs. Q4 2025
- New holders
- 34
- 66 more added
- Sold out
- 29
- 48 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 49,946,972 | $595.4M | 18.22% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,540,385 | $161.4M | 0.08% | +2,4010.0% | Added |
| Pentwater Capital Management LP | 12,655,000 | $150.8M | 1.07% | +2,655,000+26.6% | Added |
| King Street Capital Management, L.P. | 10,229,730 | $121.9M | 37.17% | 00.0% | Unchanged |
| UBS Group AG | 10,191,781 | $121.5M | 0.02% | +2,387,807+30.6% | Added |
| BlackRock, Inc. | 5,660,788 | $67.5M | 0.00% | −30,243−0.5% | Reduced |
| Dimensional Fund Advisors LP | 5,296,411 | $63.1M | 0.01% | +389,831+7.9% | Added |
| Clearbridge Investments, LLC | 4,118,056 | $49.1M | 0.04% | −110,395−2.6% | Reduced |
| Vanguard Portfolio Management LLC | 3,628,431 | $43.3M | 0.00% | +3,628,431 | New |
| Vanguard Capital Management LLC | 3,430,795 | $40.9M | 0.00% | +3,430,795 | New |
| Davidson Kempner Capital Management LP | 3,336,464 | $39.8M | 0.71% | +965,000+40.7% | Added |
| FMR LLC | 2,191,465 | $26.1M | 0.00% | −4,383,551−66.7% | Reduced |
| Geode Capital Management, LLC | 2,002,374 | $23.9M | 0.00% | +58,925+3.0% | Added |
| State Street Corp | 1,953,778 | $23.3M | 0.00% | +80,901+4.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,949,720 | $23.2M | 0.02% | +1,475,397+311.1% | Added |
| HSBC Holdings PLC | 1,915,668 | $22.6M | 0.01% | −15,909−0.8% | Reduced |
| Glenview Capital Management, LLC | 1,800,000 | $21.5M | 0.58% | −2,058,088−53.3% | Reduced |
| UBS Asset Management Americas Inc | 1,589,368 | $18.9M | 0.00% | +488,822+44.4% | Added |
| Goldman Sachs Group Inc | 1,280,552 | $15.3M | 0.00% | −679,134−34.7% | Reduced |
| Bank of America Corp | 1,239,982 | $14.8M | 0.00% | +613,505+97.9% | Added |
| Charles Schwab Investment Management Inc | 1,107,250 | $13.2M | 0.00% | +116,602+11.8% | Added |
| LMR Partners LLP | 1,100,000 | $13.1M | 0.12% | +739,685+205.3% | Added |
| Sea Cliff Partners Management, LP | 1,039,799 | $12.4M | 6.40% | +366,448+54.4% | Added |
| Morgan Stanley | 1,012,177 | $12.1M | 0.00% | −128,626−11.3% | Reduced |
| Man Group plc | 946,519 | $11.3M | 0.02% | +617,725+187.9% | Added |
| Whitefort Capital Management, LP | 911,136 | $10.9M | 3.31% | +311,136+51.9% | Added |
| Raymond James Financial Inc | 797,794 | $9.51M | 0.00% | +96,705+13.8% | Added |
| Victory Capital Management Inc | 760,341 | $9.06M | 0.01% | −7,389−1.0% | Reduced |
| Varde Management, L.P. | 755,438 | $9.00M | 18.26% | +755,438 | New |
| Nomura Holdings Inc | 723,240 | $8.62M | 0.07% | −996,919−58.0% | Reduced |
| Irenic Capital Management LP | 711,000 | $8.48M | 0.77% | +626,380+740.2% | Added |
| Northern Trust Corp | 678,645 | $8.09M | 0.00% | +28,218+4.3% | Added |
| Manufacturers Life Insurance Company, The | 638,047 | $7.61M | 0.01% | +1,317+0.2% | Added |
| Hudson Bay Capital Management LP | 607,762 | $7.24M | 0.04% | +2,307+0.4% | Added |
| Dimension Capital Management LLC | 530,606 | $6.32M | 0.89% | +140,484+36.0% | Added |
| Vanguard Fiduciary Trust Co | 489,576 | $5.84M | 0.00% | +489,576 | New |
| Millennium Management LLC | 423,840 | $5.05M | 0.00% | +410,728+3,132.5% | Added |
| Quinn Opportunity Partners LLC | 413,860 | $4.93M | 0.26% | 00.0% | Unchanged |
| Citadel Advisors LLC | 401,551 | $4.79M | 0.00% | −188,270−31.9% | Reduced |
| JPMorgan Chase & Co | 336,384 | $3.90M | 0.00% | +190,967+131.3% | Added |
| Pier Capital, LLC | 322,246 | $3.84M | 0.63% | −2,588−0.8% | Reduced |
| Clearline Capital LP | 314,144 | $3.74M | 0.29% | +114,268+57.2% | Added |
| Bank of New York Mellon Corp | 301,021 | $3.59M | 0.00% | −7,540−2.4% | Reduced |
| BNP Paribas Arbitrage, SA | 281,352 | $3.35M | 0.00% | +164,994+141.8% | Added |
| Tudor Investment Corp Et Al | 270,153 | $3.22M | 0.02% | +270,153 | New |
| SG Americas Securities, LLC | 258,141 | $3.08M | 0.00% | −308,835−54.5% | Reduced |
| Centiva Capital, LP | 211,299 | $2.52M | 0.12% | +60,743+40.3% | Added |
| Invesco Ltd. | 208,923 | $2.49M | 0.00% | +25,561+13.9% | Added |
| Rock Springs Capital Management LP | 208,000 | $2.48M | 0.15% | −102,000−32.9% | Reduced |
| CastleKnight Management LP | 200,700 | $2.39M | 0.11% | 00.0% | Unchanged |
| Sirios Capital Management L P | 199,054 | $2.37M | 0.29% | +147,868+288.9% | Added |
| Nuveen, LLC | 166,797 | $1.99M | 0.00% | +1,050+0.6% | Added |
| Kennedy Capital Management, Inc. | 156,622 | $1.87M | 0.04% | −59,083−27.4% | Reduced |
| Swiss National Bank | 153,500 | $1.83M | 0.00% | +1,700+1.1% | Added |
| TD Waterhouse Canada Inc. | 138,852 | $1.70M | 0.01% | +23,514+20.4% | Added |
| Principal Financial Group Inc | 140,574 | $1.68M | 0.00% | +19,056+15.7% | Added |
| State of Wisconsin Investment Board | 140,366 | $1.67M | 0.00% | −11,138−7.4% | Reduced |
| Holocene Advisors, LP | 122,258 | $1.46M | 0.00% | +75,355+160.7% | Added |
| Wesbanco Bank Inc | 120,000 | $1.43M | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 87,808 | $1.36M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 113,671 | $1.35M | 0.00% | +31,599+38.5% | Added |
| Empowered Funds, LLC | 108,491 | $1.29M | 0.01% | −52,928−32.8% | Reduced |
| Gabelli Funds LLC | 101,197 | $1.21M | 0.01% | −80,700−44.4% | Reduced |
| Bridgeway Capital Management, LLC | 100,192 | $1.19M | 0.02% | −50,000−33.3% | Reduced |
| Rhumbline Advisers | 99,826 | $1.19M | 0.00% | −325−0.3% | Reduced |
| Price T Rowe Associates Inc | 98,414 | $1.17M | 0.00% | +11,768+13.6% | Added |
| Dark Forest Capital Management LP | 90,198 | $1.08M | 0.10% | +90,198 | New |
| TIG Advisors, LLC | 86,212 | $1.03M | 0.05% | −278,161−76.3% | Reduced |
| Quantinno Capital Management LP | 82,520 | $983.6K | 0.00% | +67,095+435.0% | Added |
| Wolverine Asset Management LLC | 76,529 | $912.2K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 72,228 | $861.0K | 0.00% | −87,679−54.8% | Reduced |
| Jane Street Group, LLC | 71,790 | $855.7K | 0.00% | −215,586−75.0% | Reduced |
| CI Private Wealth, LLC | 71,733 | $855.1K | 0.00% | +71,733 | New |
| Legal & General Group Plc | 70,934 | $845.5K | 0.00% | −3,863−5.2% | Reduced |
| Tranquility Partners, LLC | 68,062 | $811.3K | 0.31% | 00.0% | Unchanged |
| TD Asset Management Inc | 65,920 | $785.8K | 0.00% | +49,740+307.4% | Added |
| Vanguard Asset Management, Ltd | 58,670 | $699.3K | 0.00% | +58,670 | New |
| Cerity Partners LLC | 50,024 | $596.3K | 0.00% | +20,019+66.7% | Added |
| Moore Capital Management, LP | 50,000 | $596.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 47,304 | $563.9K | 0.00% | −134,032−73.9% | Reduced |
| MetLife Investment Management | 45,943 | $547.6K | 0.00% | −421−0.9% | Reduced |
| Barclays PLC | 45,125 | $537.9K | 0.00% | −201,841−81.7% | Reduced |
| One68 Global Capital, LLC | 45,000 | $536.4K | 1.74% | +21,000+87.5% | Added |
| CWM Advisors, LLC | 43,409 | $517.4K | 0.03% | +13,336+44.3% | Added |
| First Trust Advisors LP | 40,738 | $485.6K | 0.00% | +40,738 | New |
| Mangrove Partners | 39,525 | $471.1K | 0.04% | +39,525 | New |
| Wells Fargo & Company | 38,448 | $458.3K | 0.00% | −53,053−58.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,291 | $432.6K | 0.00% | +388+1.1% | Added |
| LPL Financial LLC | 35,944 | $428.5K | 0.00% | +10,537+41.5% | Added |
| IMC-Chicago, LLC | 31,676 | $377.6K | 0.01% | +31,676 | New |
| Vanguard Global Advisers, LLC | 29,616 | $353.0K | 0.00% | +29,616 | New |
| Jump Financial, LLC | 28,295 | $337.3K | 0.00% | +28,295 | New |
| Envestnet Asset Management Inc | 28,146 | $335.5K | 0.00% | +359+1.3% | Added |
| Prelude Capital Management, LLC | 27,743 | $330.7K | 0.03% | −35,000−55.8% | Reduced |
| Sanctuary Advisors, LLC | 27,074 | $322.7K | 0.00% | −1,414−5.0% | Reduced |
| VARCOV Co. | 26,187 | $312.1K | 0.12% | +26,187 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,148 | $311.7K | 0.00% | 00.0% | Unchanged |
| Aristeia Capital LLC | 23,981 | $285.9K | 0.01% | +23,981 | New |
| Shay Capital LLC | 23,500 | $280.1K | 0.04% | −22,500−48.9% | Reduced |
| New York State Common Retirement Fund | 23,438 | $279.4K | 0.00% | 00.0% | Unchanged |