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 |
|---|---|---|---|---|---|
| One68 Global Capital, LLC | 45,000 | $536.4K | 1.74% | +21,000+87.5% | Added |
| Barclays PLC | 45,125 | $537.9K | 0.00% | −201,841−81.7% | Reduced |
| MetLife Investment Management | 45,943 | $547.6K | 0.00% | −421−0.9% | Reduced |
| Susquehanna International Group, LLP | 47,304 | $563.9K | 0.00% | −134,032−73.9% | Reduced |
| Moore Capital Management, LP | 50,000 | $596.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 50,024 | $596.3K | 0.00% | +20,019+66.7% | Added |
| Vanguard Asset Management, Ltd | 58,670 | $699.3K | 0.00% | +58,670 | New |
| TD Asset Management Inc | 65,920 | $785.8K | 0.00% | +49,740+307.4% | Added |
| Tranquility Partners, LLC | 68,062 | $811.3K | 0.31% | 00.0% | Unchanged |
| Legal & General Group Plc | 70,934 | $845.5K | 0.00% | −3,863−5.2% | Reduced |
| CI Private Wealth, LLC | 71,733 | $855.1K | 0.00% | +71,733 | New |
| Jane Street Group, LLC | 71,790 | $855.7K | 0.00% | −215,586−75.0% | Reduced |
| Deutsche Bank AG | 72,228 | $861.0K | 0.00% | −87,679−54.8% | Reduced |
| Wolverine Asset Management LLC | 76,529 | $912.2K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 82,520 | $983.6K | 0.00% | +67,095+435.0% | Added |
| TIG Advisors, LLC | 86,212 | $1.03M | 0.05% | −278,161−76.3% | Reduced |
| Dark Forest Capital Management LP | 90,198 | $1.08M | 0.10% | +90,198 | New |
| Price T Rowe Associates Inc | 98,414 | $1.17M | 0.00% | +11,768+13.6% | Added |
| Rhumbline Advisers | 99,826 | $1.19M | 0.00% | −325−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 100,192 | $1.19M | 0.02% | −50,000−33.3% | Reduced |
| Gabelli Funds LLC | 101,197 | $1.21M | 0.01% | −80,700−44.4% | Reduced |
| Empowered Funds, LLC | 108,491 | $1.29M | 0.01% | −52,928−32.8% | Reduced |
| California State Teachers Retirement System | 113,671 | $1.35M | 0.00% | +31,599+38.5% | Added |
| Alliancebernstein L.P. | 87,808 | $1.36M | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 120,000 | $1.43M | 0.04% | 00.0% | Unchanged |
| Holocene Advisors, LP | 122,258 | $1.46M | 0.00% | +75,355+160.7% | Added |
| State of Wisconsin Investment Board | 140,366 | $1.67M | 0.00% | −11,138−7.4% | Reduced |
| Principal Financial Group Inc | 140,574 | $1.68M | 0.00% | +19,056+15.7% | Added |
| TD Waterhouse Canada Inc. | 138,852 | $1.70M | 0.01% | +23,514+20.4% | Added |
| Swiss National Bank | 153,500 | $1.83M | 0.00% | +1,700+1.1% | Added |
| Kennedy Capital Management, Inc. | 156,622 | $1.87M | 0.04% | −59,083−27.4% | Reduced |
| Nuveen, LLC | 166,797 | $1.99M | 0.00% | +1,050+0.6% | Added |
| Sirios Capital Management L P | 199,054 | $2.37M | 0.29% | +147,868+288.9% | Added |
| CastleKnight Management LP | 200,700 | $2.39M | 0.11% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 208,000 | $2.48M | 0.15% | −102,000−32.9% | Reduced |
| Invesco Ltd. | 208,923 | $2.49M | 0.00% | +25,561+13.9% | Added |
| Centiva Capital, LP | 211,299 | $2.52M | 0.12% | +60,743+40.3% | Added |
| SG Americas Securities, LLC | 258,141 | $3.08M | 0.00% | −308,835−54.5% | Reduced |
| Tudor Investment Corp Et Al | 270,153 | $3.22M | 0.02% | +270,153 | New |
| BNP Paribas Arbitrage, SA | 281,352 | $3.35M | 0.00% | +164,994+141.8% | Added |
| Bank of New York Mellon Corp | 301,021 | $3.59M | 0.00% | −7,540−2.4% | Reduced |
| Clearline Capital LP | 314,144 | $3.74M | 0.29% | +114,268+57.2% | Added |
| Pier Capital, LLC | 322,246 | $3.84M | 0.63% | −2,588−0.8% | Reduced |
| JPMorgan Chase & Co | 336,384 | $3.90M | 0.00% | +190,967+131.3% | Added |
| Citadel Advisors LLC | 401,551 | $4.79M | 0.00% | −188,270−31.9% | Reduced |
| Quinn Opportunity Partners LLC | 413,860 | $4.93M | 0.26% | 00.0% | Unchanged |
| Millennium Management LLC | 423,840 | $5.05M | 0.00% | +410,728+3,132.5% | Added |
| Vanguard Fiduciary Trust Co | 489,576 | $5.84M | 0.00% | +489,576 | New |
| Dimension Capital Management LLC | 530,606 | $6.32M | 0.89% | +140,484+36.0% | Added |
| Hudson Bay Capital Management LP | 607,762 | $7.24M | 0.04% | +2,307+0.4% | Added |
| Manufacturers Life Insurance Company, The | 638,047 | $7.61M | 0.01% | +1,317+0.2% | Added |
| Northern Trust Corp | 678,645 | $8.09M | 0.00% | +28,218+4.3% | Added |
| Irenic Capital Management LP | 711,000 | $8.48M | 0.77% | +626,380+740.2% | Added |
| Nomura Holdings Inc | 723,240 | $8.62M | 0.07% | −996,919−58.0% | Reduced |
| Varde Management, L.P. | 755,438 | $9.00M | 18.26% | +755,438 | New |
| Victory Capital Management Inc | 760,341 | $9.06M | 0.01% | −7,389−1.0% | Reduced |
| Raymond James Financial Inc | 797,794 | $9.51M | 0.00% | +96,705+13.8% | Added |
| Whitefort Capital Management, LP | 911,136 | $10.9M | 3.31% | +311,136+51.9% | Added |
| Man Group plc | 946,519 | $11.3M | 0.02% | +617,725+187.9% | Added |
| Morgan Stanley | 1,012,177 | $12.1M | 0.00% | −128,626−11.3% | Reduced |
| Sea Cliff Partners Management, LP | 1,039,799 | $12.4M | 6.40% | +366,448+54.4% | Added |
| LMR Partners LLP | 1,100,000 | $13.1M | 0.12% | +739,685+205.3% | Added |
| Charles Schwab Investment Management Inc | 1,107,250 | $13.2M | 0.00% | +116,602+11.8% | Added |
| Bank of America Corp | 1,239,982 | $14.8M | 0.00% | +613,505+97.9% | Added |
| Goldman Sachs Group Inc | 1,280,552 | $15.3M | 0.00% | −679,134−34.7% | Reduced |
| UBS Asset Management Americas Inc | 1,589,368 | $18.9M | 0.00% | +488,822+44.4% | Added |
| Glenview Capital Management, LLC | 1,800,000 | $21.5M | 0.58% | −2,058,088−53.3% | Reduced |
| HSBC Holdings PLC | 1,915,668 | $22.6M | 0.01% | −15,909−0.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,949,720 | $23.2M | 0.02% | +1,475,397+311.1% | Added |
| State Street Corp | 1,953,778 | $23.3M | 0.00% | +80,901+4.3% | Added |
| Geode Capital Management, LLC | 2,002,374 | $23.9M | 0.00% | +58,925+3.0% | Added |
| FMR LLC | 2,191,465 | $26.1M | 0.00% | −4,383,551−66.7% | Reduced |
| Davidson Kempner Capital Management LP | 3,336,464 | $39.8M | 0.71% | +965,000+40.7% | Added |
| Vanguard Capital Management LLC | 3,430,795 | $40.9M | 0.00% | +3,430,795 | New |
| Vanguard Portfolio Management LLC | 3,628,431 | $43.3M | 0.00% | +3,628,431 | New |
| Clearbridge Investments, LLC | 4,118,056 | $49.1M | 0.04% | −110,395−2.6% | Reduced |
| Dimensional Fund Advisors LP | 5,296,411 | $63.1M | 0.01% | +389,831+7.9% | Added |
| BlackRock, Inc. | 5,660,788 | $67.5M | 0.00% | −30,243−0.5% | Reduced |
| UBS Group AG | 10,191,781 | $121.5M | 0.02% | +2,387,807+30.6% | Added |
| King Street Capital Management, L.P. | 10,229,730 | $121.9M | 37.17% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 12,655,000 | $150.8M | 1.07% | +2,655,000+26.6% | Added |
| Janus Henderson Group PLC | 13,540,385 | $161.4M | 0.08% | +2,4010.0% | Added |
| Bain Capital Investors LLC | 49,946,972 | $595.4M | 18.22% | 00.0% | Unchanged |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −281,196−100.0% | Sold out |
| AYAL Capital Advisors Ltd | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −174,114−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −158,589−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −134,613−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −134,572−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −134,053−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −112,623−100.0% | Sold out |
| Deeter Investments LLP | 0 | $0 | 0.00% | −102,502−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −69,099−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −28,978−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −27,999−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −20,864−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −11,730−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −11,360−100.0% | Sold out |