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