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, Q2 2026
Institutional positions in Surgery Partners, Inc. as of Jun 30, 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
- 187
- +7 vs. Q1 2026
- Shares held
- 157.8M
- +12.2M (+8.4%) vs. Q1 2026
- Total value
- $2.65B
- +$914.1M (+52.7%) vs. Q1 2026
- New holders
- 35
- 73 more added
- Sold out
- 28
- 51 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Surgery Partners, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Partners LLC | 1 | $17 | 0.00% | +1 | New |
| Steward Partners Investment Advisory, LLC | 4 | $67 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 6 | $101 | 0.00% | +6 | New |
| Stone House Investment Management, LLC | 8 | $134 | 0.00% | +8 | New |
| Rothschild Investment LLC | 15 | $252 | 0.00% | −10−40.0% | Reduced |
| Buck Wealth Strategies, LLC | 16 | $269 | 0.00% | +16 | New |
| Godfrey Financial Associates, Inc. | 21 | $353 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 22 | $370 | 0.00% | +22 | New |
| Arlington Trust Co LLC | 29 | $487 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $504 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 30 | $504 | 0.00% | +30 | New |
| Caitong International Asset Management Co., Ltd | 37 | $622 | 0.00% | +37 | New |
| SBI Securities Co., Ltd. | 38 | $638 | 0.00% | −30−44.1% | Reduced |
| Bare Financial Services, Inc | 38 | $638 | 0.00% | +38 | New |
| Parkside Financial Bank & Trust | 45 | $756 | 0.00% | +45 | New |
| True Wealth Design, LLC | 66 | $1.11K | 0.00% | +66 | New |
| EverSource Wealth Advisors, LLC | 73 | $1.23K | 0.00% | +48+192.0% | Added |
| Smartleaf Asset Management LLC | 80 | $1.32K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 85 | $1.43K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 86 | $1.44K | 0.00% | +76+760.0% | Added |
| Bogart Wealth, LLC | 108 | $1.81K | 0.00% | +108 | New |
| Hickory Point Bank & Trust | 150 | $2.52K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 175 | $2.94K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 178 | $2.99K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 248 | $4.17K | 0.00% | −111−30.9% | Reduced |
| GWM Advisors LLC | 250 | $4.20K | 0.00% | −8,300−97.1% | Reduced |
| Parallel Advisors, LLC | 268 | $4.50K | 0.00% | −272−50.4% | Reduced |
| Continuum Advisory, LLC | 289 | $4.86K | 0.00% | +289 | New |
| SRS Capital Advisors, Inc. | 317 | $5.33K | 0.00% | +317 | New |
| Optiver Holding B.V. | 329 | $5.53K | 0.00% | −32−8.9% | Reduced |
| Los Angeles Capital Management LLC | 422 | $7.09K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 528 | $8.79K | 0.00% | +470+810.3% | Added |
| SJS Investment Consulting Inc. | 616 | $10.3K | 0.00% | +616 | New |
| Advisor Group Holdings, Inc. | 677 | $11.4K | 0.00% | +485+252.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 735 | $12.3K | 0.00% | −505−40.7% | Reduced |
| Allworth Financial LP | 789 | $13.3K | 0.00% | +237+42.9% | Added |
| Nykredit A/S | 1,170 | $19.7K | 0.00% | +1,170 | New |
| Fifth Third Bancorp | 1,347 | $22.6K | 0.00% | −2,721−66.9% | Reduced |
| Harbor Capital Advisors, Inc. | 1,557 | $26.0K | 0.00% | −88−5.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,688 | $28.4K | 0.00% | −1,219−41.9% | Reduced |
| US Bancorp | 1,716 | $28.8K | 0.00% | +1,250+268.2% | Added |
| Public Employees Retirement System of Ohio | 2,260 | $38.0K | 0.00% | +451+24.9% | Added |
| KBC Group NV | 2,555 | $43.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,122 | $52.5K | 0.00% | +1,531+96.2% | Added |
| Cullen/Frost Bankers, Inc. | 3,247 | $54.5K | 0.00% | +3,247 | New |
| Tower Research Capital LLC (TRC) | 3,268 | $54.9K | 0.00% | −2,429−42.6% | Reduced |
| Walleye Capital LLC | 3,529 | $59.3K | 0.00% | +367+11.6% | Added |
| Rockefeller Capital Management L.P. | 3,843 | $64.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,791 | $81.0K | 0.05% | +1,465+44.0% | Added |
| Centiva Capital, LP | 5,000 | $84.0K | 0.00% | −206,299−97.6% | Reduced |
| FNY Investment Advisers, LLC | 6,500 | $109.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,083 | $119.0K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 7,340 | $121.5K | 0.01% | +7,340 | New |
| Ameritas Investment Partners, Inc. | 7,255 | $121.9K | 0.00% | +793+12.3% | Added |
| State of Alaska, Department of Revenue | 7,282 | $122.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,540 | $143.5K | 0.00% | +5,742+205.2% | Added |
| Royal Bank of Canada | 8,795 | $147.0K | 0.00% | +2,211+33.6% | Added |
| Great West Life Assurance Co | 10,023 | $168.0K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,315 | $173.3K | 0.03% | +10,315 | New |
| State of Wisconsin Investment Board | 10,441 | $175.4K | 0.00% | −129,925−92.6% | Reduced |
| ProShare Advisors LLC | 10,466 | $175.8K | 0.00% | −747−6.7% | Reduced |
| Keebeck Alpha, LP | 10,912 | $183.3K | 0.38% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,528 | $193.7K | 0.00% | 00.0% | Unchanged |
| Aristeia Capital LLC | 11,863 | $199.3K | 0.00% | −12,118−50.5% | Reduced |
| Empowered Funds, LLC | 12,858 | $216.0K | 0.00% | −95,633−88.1% | Reduced |
| Shay Capital LLC | 13,000 | $218.4K | 0.02% | −10,500−44.7% | Reduced |
| Prudential Financial Inc | 13,275 | $223.0K | 0.00% | +1,250+10.4% | Added |
| SG Americas Securities, LLC | 13,585 | $228.0K | 0.00% | −244,556−94.7% | Reduced |
| Camelot Portfolios, LLC | 13,712 | $230.4K | 0.16% | −20−0.1% | Reduced |
| Boothbay Fund Management, LLC | 14,000 | $235.2K | 0.00% | −7,500−34.9% | Reduced |
| Level Four Advisory Services, LLC | 14,157 | $237.8K | 0.01% | +2,304+19.4% | Added |
| Blackstone Group Inc. | 15,343 | $257.8K | 0.00% | +15,343 | New |
| Voya Investment Management LLC | 15,390 | $258.6K | 0.00% | +1,802+13.3% | Added |
| State of Wyoming | 15,571 | $261.6K | 0.03% | +15,571 | New |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $262.6K | 0.07% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 16,500 | $277.2K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 16,853 | $283.1K | 0.00% | +16,853 | New |
| Intech Investment Management LLC | 17,155 | $288.2K | 0.00% | −403−2.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 17,368 | $291.8K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 18,154 | $305.0K | 0.01% | +18,154 | New |
| Squarepoint Ops LLC | 18,333 | $308.0K | 0.00% | +18,333 | New |
| Handelsbanken Fonder AB | 18,600 | $312.0K | 0.00% | +500+2.8% | Added |
| Sterling Capital Management LLC | 18,731 | $314.7K | 0.01% | +16,168+630.8% | Added |
| State Board of Administration of Florida Retirement System | 19,273 | $323.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 21,287 | $357.6K | 0.00% | +8,034+60.6% | Added |
| Arizona State Retirement System | 21,426 | $360.0K | 0.00% | +110+0.5% | Added |
| Counterpoint Mutual Funds LLC | 22,172 | $372.5K | 0.04% | +22,172 | New |
| Barclays PLC | 22,858 | $384.0K | 0.00% | −22,267−49.3% | Reduced |
| Jones Financial Companies LLLP | 24,650 | $390.0K | 0.00% | +10,376+72.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 24,347 | $409.0K | 0.00% | +2,944+13.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,148 | $439.3K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 26,421 | $443.0K | 0.00% | +26,421 | New |
| One68 Global Capital, LLC | 27,000 | $453.6K | 0.96% | −18,000−40.0% | Reduced |
| Sanctuary Advisors, LLC | 27,960 | $469.7K | 0.00% | +886+3.3% | Added |
| New York State Common Retirement Fund | 29,538 | $496.2K | 0.00% | +6,100+26.0% | Added |
| Vanguard Global Advisers, LLC | 29,570 | $496.8K | 0.00% | −46−0.2% | Reduced |
| SEI Investments Co | 32,864 | $552.1K | 0.00% | +32,864 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 36,808 | $618.4K | 0.00% | +517+1.4% | Added |
| LPL Financial LLC | 39,304 | $660.3K | 0.00% | +3,360+9.3% | Added |
| Envestnet Asset Management Inc | 39,477 | $663.2K | 0.00% | +11,331+40.3% | Added |