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 |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 1 | $12 | 0.00% | +1 | New |
| Root Financial Partners, LLC | 2 | $24 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $26 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4 | $48 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $119 | 0.00% | +2+25.0% | Added |
| Godfrey Financial Associates, Inc. | 21 | $250 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 21 | $251 | 0.00% | +21 | New |
| Rothschild Investment LLC | 25 | $298 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $298 | 0.00% | +25 | New |
| Arlington Trust Co LLC | 29 | $346 | 0.00% | +29 | New |
| Massmutual Trust Co FSB | 30 | $358 | 0.00% | +30 | New |
| Sunrise Financial Services, LLC | 36 | $429 | 0.00% | +36 | New |
| Farther Finance Advisors, LLC | 58 | $711 | 0.00% | −284−83.0% | Reduced |
| SBI Securities Co., Ltd. | 68 | $811 | 0.00% | +62+1,033.3% | Added |
| Smartleaf Asset Management LLC | 80 | $928 | 0.00% | +12+17.6% | Added |
| Signaturefd, LLC | 85 | $1.01K | 0.00% | +85 | New |
| Advisory Services Network, LLC | 107 | $1.27K | 0.00% | +107 | New |
| IFP Advisors, Inc | 115 | $1.37K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 150 | $1.79K | 0.00% | +150 | New |
| Northwestern Mutual Wealth Management Co | 175 | $2.09K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 178 | $2.12K | 0.00% | +19+11.9% | Added |
| Advisor Group Holdings, Inc. | 192 | $2.29K | 0.00% | −541−73.8% | Reduced |
| GAMMA Investing LLC | 359 | $4.28K | 0.00% | +31+9.5% | Added |
| Optiver Holding B.V. | 361 | $4.30K | 0.00% | +168+87.0% | Added |
| Los Angeles Capital Management LLC | 422 | $5.03K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 466 | $5.55K | 0.00% | +376+417.8% | Added |
| Parallel Advisors, LLC | 540 | $6.44K | 0.00% | +390+260.0% | Added |
| Allworth Financial LP | 552 | $6.58K | 0.00% | +144+35.3% | Added |
| CWM, LLC | 691 | $8.24K | 0.00% | +546+376.6% | Added |
| Nomura Asset Management Co Ltd | 900 | $10.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,000 | $11.9K | 0.00% | −94−8.6% | Reduced |
| Oakum Bay Capital LLC | 1,209 | $14.4K | 0.01% | +209+20.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,240 | $14.8K | 0.00% | +324+35.4% | Added |
| Nisa Investment Advisors, LLC | 1,591 | $19.0K | 0.00% | +1,591 | New |
| Harbor Capital Advisors, Inc. | 1,645 | $20.0K | 0.00% | +783+90.8% | Added |
| Public Employees Retirement System of Ohio | 1,809 | $21.6K | 0.00% | +291+19.2% | Added |
| KBC Group NV | 2,555 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,563 | $30.6K | 0.00% | −1,895−42.5% | Reduced |
| Simplex Trading, LLC | 2,798 | $33.4K | 0.00% | −26,559−90.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,907 | $34.7K | 0.00% | +2,051+239.6% | Added |
| Walleye Capital LLC | 3,162 | $37.7K | 0.00% | −368,833−99.1% | Reduced |
| Covestor Ltd | 3,326 | $40.0K | 0.03% | −1,920−36.6% | Reduced |
| Rockefeller Capital Management L.P. | 3,843 | $45.8K | 0.00% | +1,905+98.3% | Added |
| Fifth Third Bancorp | 4,068 | $48.5K | 0.00% | +3,993+5,324.0% | Added |
| Tower Research Capital LLC (TRC) | 5,697 | $67.9K | 0.00% | −951−14.3% | Reduced |
| Russell Investments Group, Ltd. | 5,917 | $70.5K | 0.00% | −209−3.4% | Reduced |
| FNY Investment Advisers, LLC | 6,500 | $77.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,462 | $77.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,584 | $79.0K | 0.00% | −3,246−33.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,083 | $84.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,282 | $86.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8,550 | $101.9K | 0.00% | −1,950−18.6% | Reduced |
| Twin Securities, Inc. | 10,025 | $119.5K | 0.06% | −160,233−94.1% | Reduced |
| Great West Life Assurance Co | 10,023 | $120.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,323 | $123.0K | 0.00% | +10,323 | New |
| Keebeck Alpha, LP | 10,912 | $130.1K | 0.40% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,213 | $133.7K | 0.00% | −2,922−20.7% | Reduced |
| Pictet Asset Management Holding SA | 11,528 | $137.4K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,853 | $141.3K | 0.00% | +1,278+12.1% | Added |
| AQR Capital Management LLC | 11,953 | $142.5K | 0.00% | +11,953 | New |
| Prudential Financial Inc | 12,025 | $143.3K | 0.00% | +12,025 | New |
| Citigroup Inc | 12,284 | $146.4K | 0.00% | +4,217+52.3% | Added |
| Marshall Wace, LLP | 12,826 | $152.9K | 0.00% | −17,988−58.4% | Reduced |
| Creative Planning | 13,253 | $158.0K | 0.00% | +13,253 | New |
| Voya Investment Management LLC | 13,588 | $162.0K | 0.00% | −254−1.8% | Reduced |
| XTX Topco Ltd | 13,682 | $163.1K | 0.00% | +13,682 | New |
| Camelot Portfolios, LLC | 13,732 | $163.7K | 0.12% | +175+1.3% | Added |
| Jones Financial Companies LLLP | 14,274 | $164.0K | 0.00% | +13,521+1,795.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $186.3K | 0.05% | 00.0% | Unchanged |
| Marble Bar Asset Management LLP | 15,828 | $188.7K | 0.19% | +5,276+50.0% | Added |
| KLP Kapitalforvaltning AS | 16,500 | $196.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 17,368 | $207.0K | 0.00% | +17,368 | New |
| Intech Investment Management LLC | 17,558 | $209.3K | 0.00% | −11,828−40.3% | Reduced |
| Bluefin Capital Management, LLC | – | $214.6K | 0.21% | – | New |
| Handelsbanken Fonder AB | 18,100 | $216.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,273 | $229.7K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 19,686 | $234.7K | 0.01% | +19,686 | New |
| ADAR1 Capital Management, LLC | 20,000 | $238.4K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 20,488 | $244.2K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 20,851 | $248.5K | 0.02% | −18,600−47.1% | Reduced |
| Arizona State Retirement System | 21,316 | $254.1K | 0.00% | +40.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,403 | $255.1K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 21,500 | $256.3K | 0.01% | +21,500 | New |
| New York State Common Retirement Fund | 23,438 | $279.4K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 23,500 | $280.1K | 0.04% | −22,500−48.9% | Reduced |
| Aristeia Capital LLC | 23,981 | $285.9K | 0.01% | +23,981 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,148 | $311.7K | 0.00% | 00.0% | Unchanged |
| VARCOV Co. | 26,187 | $312.1K | 0.12% | +26,187 | New |
| Sanctuary Advisors, LLC | 27,074 | $322.7K | 0.00% | −1,414−5.0% | Reduced |
| Prelude Capital Management, LLC | 27,743 | $330.7K | 0.03% | −35,000−55.8% | Reduced |
| Envestnet Asset Management Inc | 28,146 | $335.5K | 0.00% | +359+1.3% | Added |
| Jump Financial, LLC | 28,295 | $337.3K | 0.00% | +28,295 | New |
| Vanguard Global Advisers, LLC | 29,616 | $353.0K | 0.00% | +29,616 | New |
| IMC-Chicago, LLC | 31,676 | $377.6K | 0.01% | +31,676 | New |
| LPL Financial LLC | 35,944 | $428.5K | 0.00% | +10,537+41.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 36,291 | $432.6K | 0.00% | +388+1.1% | Added |
| Wells Fargo & Company | 38,448 | $458.3K | 0.00% | −53,053−58.0% | Reduced |
| Mangrove Partners | 39,525 | $471.1K | 0.04% | +39,525 | New |
| First Trust Advisors LP | 40,738 | $485.6K | 0.00% | +40,738 | New |
| CWM Advisors, LLC | 43,409 | $517.4K | 0.03% | +13,336+44.3% | Added |