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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 40,669 | $683.2K | 0.03% | −2,740−6.3% | Reduced |
| Russell Investments Group, Ltd. | 41,244 | $692.9K | 0.00% | +35,327+597.0% | Added |
| Citigroup Inc | 45,690 | $767.6K | 0.00% | +33,406+271.9% | Added |
| AQR Capital Management LLC | 46,155 | $775.4K | 0.00% | +34,202+286.1% | Added |
| Marble Bar Asset Management LLP | 46,589 | $782.7K | 0.54% | +30,761+194.3% | Added |
| MetLife Investment Management | 46,704 | $784.6K | 0.00% | +761+1.7% | Added |
| XTX Topco Ltd | 49,949 | $839.1K | 0.01% | +36,267+265.1% | Added |
| Moore Capital Management, LP | 50,000 | $840.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 50,485 | $848.1K | 0.00% | +461+0.9% | Added |
| Dark Forest Capital Management LP | 55,247 | $928.1K | 0.06% | −34,951−38.7% | Reduced |
| Alliancebernstein L.P. | 87,900 | $1.05M | 0.00% | +92+0.1% | Added |
| Zacks Investment Management | 64,181 | $1.08M | 0.01% | +64,181 | New |
| Balyasny Asset Management LLC | 64,377 | $1.08M | 0.00% | +64,377 | New |
| Mirabella Financial Services LLP | 65,430 | $1.10M | 0.11% | +65,430 | New |
| Legal & General Group Plc | 71,702 | $1.20M | 0.00% | +768+1.1% | Added |
| CI Private Wealth, LLC | 72,056 | $1.21M | 0.00% | +323+0.5% | Added |
| Vanguard Asset Management, Ltd | 72,569 | $1.22M | 0.00% | +13,899+23.7% | Added |
| Tranquility Partners, LLC | 74,923 | $1.26M | 0.43% | +6,861+10.1% | Added |
| Wolverine Asset Management LLC | 76,529 | $1.29M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 78,790 | $1.32M | 0.00% | +40,342+104.9% | Added |
| Rock Springs Capital Management LP | 84,000 | $1.41M | 0.07% | −124,000−59.6% | Reduced |
| Deutsche Bank AG | 88,977 | $1.49M | 0.00% | +16,749+23.2% | Added |
| Quantinno Capital Management LP | 90,290 | $1.52M | 0.00% | +7,770+9.4% | Added |
| Gabelli Funds LLC | 91,197 | $1.53M | 0.01% | −10,000−9.9% | Reduced |
| Marshall Wace, LLP | 95,362 | $1.60M | 0.00% | +82,536+643.5% | Added |
| California State Teachers Retirement System | 102,250 | $1.72M | 0.00% | −11,421−10.0% | Reduced |
| Rhumbline Advisers | 104,565 | $1.76M | 0.00% | +4,739+4.7% | Added |
| Susquehanna International Group, LLP | 109,264 | $1.84M | 0.00% | +61,960+131.0% | Added |
| BNP Paribas Arbitrage, SA | 110,698 | $1.86M | 0.00% | −170,654−60.7% | Reduced |
| Price T Rowe Associates Inc | 126,064 | $2.12M | 0.00% | +27,650+28.1% | Added |
| Renaissance Technologies LLC | 130,100 | $2.19M | 0.00% | +130,100 | New |
| Holocene Advisors, LP | 136,328 | $2.29M | 0.01% | +14,070+11.5% | Added |
| Allianz Asset Management GmbH | 140,000 | $2.35M | 0.00% | +140,000 | New |
| First Trust Advisors LP | 141,088 | $2.37M | 0.00% | +100,350+246.3% | Added |
| Principal Financial Group Inc | 150,939 | $2.54M | 0.00% | +10,365+7.4% | Added |
| Tudor Investment Corp Et Al | 153,926 | $2.59M | 0.01% | −116,227−43.0% | Reduced |
| Swiss National Bank | 155,800 | $2.62M | 0.00% | +2,300+1.5% | Added |
| TD Asset Management Inc | 158,094 | $2.66M | 0.00% | +92,174+139.8% | Added |
| TD Waterhouse Canada Inc. | 166,411 | $2.76M | 0.01% | +27,559+19.8% | Added |
| Sirios Capital Management L P | 172,976 | $2.91M | 0.35% | −26,078−13.1% | Reduced |
| Penn Capital Management Co Inc | 175,083 | $2.94M | 0.19% | +175,083 | New |
| Nuveen, LLC | 191,487 | $3.22M | 0.00% | +24,690+14.8% | Added |
| CastleKnight Management LP | 200,700 | $3.37M | 0.12% | 00.0% | Unchanged |
| Invesco Ltd. | 203,358 | $3.42M | 0.00% | −5,565−2.7% | Reduced |
| Prelude Capital Management, LLC | 218,805 | $3.68M | 0.27% | +191,062+688.7% | Added |
| Citadel Advisors LLC | 291,280 | $4.89M | 0.00% | −110,271−27.5% | Reduced |
| JPMorgan Chase & Co | 320,288 | $5.37M | 0.00% | −16,096−4.8% | Reduced |
| Bank of New York Mellon Corp | 320,206 | $5.38M | 0.00% | +19,185+6.4% | Added |
| Pier Capital, LLC | 322,265 | $5.41M | 0.72% | +190.0% | Added |
| Quinn Opportunity Partners LLC | 323,860 | $5.44M | 0.25% | −90,000−21.7% | Reduced |
| Hudson Bay Capital Management LP | 426,592 | $7.17M | 0.03% | −181,170−29.8% | Reduced |
| Dimension Capital Management LLC | 450,606 | $7.57M | 0.89% | −80,000−15.1% | Reduced |
| Vanguard Fiduciary Trust Co | 508,254 | $8.54M | 0.00% | +18,678+3.8% | Added |
| Kennedy Capital Management, Inc. | 547,967 | $9.21M | 0.16% | +391,345+249.9% | Added |
| Manufacturers Life Insurance Company, The | 653,470 | $11.0M | 0.01% | +15,423+2.4% | Added |
| Man Group plc | 697,552 | $11.7M | 0.02% | −248,967−26.3% | Reduced |
| Northern Trust Corp | 741,577 | $12.5M | 0.00% | +62,932+9.3% | Added |
| Sea Cliff Partners Management, LP | 845,864 | $14.2M | 6.30% | −193,935−18.7% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 862,588 | $14.5M | 0.27% | +862,588 | New |
| Raymond James Financial Inc | 867,776 | $14.6M | 0.00% | +69,982+8.8% | Added |
| Whitefort Capital Management, LP | 901,332 | $15.1M | 3.73% | −9,804−1.1% | Reduced |
| Varde Management, L.P. | 1,003,447 | $16.9M | 25.12% | +248,009+32.8% | Added |
| Hein Park Capital Management LP | 1,068,621 | $18.0M | 35.74% | +1,068,621 | New |
| Goldman Sachs Group Inc | 1,079,626 | $18.1M | 0.00% | −200,926−15.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,081,600 | $18.2M | 0.00% | −25,650−2.3% | Reduced |
| Victory Capital Management Inc | 1,083,812 | $18.2M | 0.01% | +323,471+42.5% | Added |
| Bank of America Corp | 1,212,766 | $20.4M | 0.00% | −27,216−2.2% | Reduced |
| Morgan Stanley | 1,232,751 | $20.7M | 0.00% | +220,574+21.8% | Added |
| LMR Partners LLP | 1,360,587 | $22.9M | 0.17% | +260,587+23.7% | Added |
| UBS Asset Management Americas Inc | 1,471,492 | $24.7M | 0.00% | −117,876−7.4% | Reduced |
| Nomura Holdings Inc | 1,525,108 | $25.6M | 0.11% | +801,868+110.9% | Added |
| Geode Capital Management, LLC | 2,116,579 | $35.6M | 0.00% | +114,205+5.7% | Added |
| State Street Corp | 2,140,905 | $36.0M | 0.00% | +187,127+9.6% | Added |
| FMR LLC | 2,149,009 | $36.1M | 0.00% | −42,456−1.9% | Reduced |
| HSBC Holdings PLC | 2,958,912 | $48.9M | 0.02% | +1,043,244+54.5% | Added |
| Davidson Kempner Capital Management LP | 3,336,464 | $56.1M | 0.90% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 3,509,535 | $59.0M | 0.00% | +78,740+2.3% | Added |
| Vanguard Portfolio Management LLC | 3,737,712 | $62.8M | 0.00% | +109,281+3.0% | Added |
| Clearbridge Investments, LLC | 3,823,179 | $64.2M | 0.05% | −294,877−7.2% | Reduced |
| Dimensional Fund Advisors LP | 4,943,713 | $83.1M | 0.02% | −352,698−6.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,916,197 | $99.4M | 0.07% | +3,966,477+203.4% | Added |
| King Street Capital Management, L.P. | 6,058,141 | $101.8M | 53.66% | −4,171,589−40.8% | Reduced |
| BlackRock, Inc. | 6,241,503 | $104.9M | 0.00% | +580,715+10.3% | Added |
| UBS Group AG | 8,573,413 | $144.0M | 0.02% | −1,618,368−15.9% | Reduced |
| Pentwater Capital Management LP | 11,630,000 | $195.4M | 1.56% | −1,025,000−8.1% | Reduced |
| Jupiter Topco LLC | 13,882,155 | $233.2M | 0.10% | +13,882,155 | New |
| Bain Capital Investors LLC | 49,946,972 | $839.1M | 17.42% | 00.0% | Unchanged |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −1,800,000−100.0% | Sold out |
| Irenic Capital Management LP | 0 | $0 | 0.00% | −711,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −423,840−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −314,144−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −100,192−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −86,212−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −71,790−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −39,525−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −31,676−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −28,295−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −26,187−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −20,851−100.0% | Sold out |