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 |
|---|---|---|---|---|---|
| Counterpoint Mutual Funds LLC | 22,172 | $372.5K | 0.04% | +22,172 | New |
| Arizona State Retirement System | 21,426 | $360.0K | 0.00% | +110+0.5% | Added |
| Creative Planning | 21,287 | $357.6K | 0.00% | +8,034+60.6% | Added |
| State Board of Administration of Florida Retirement System | 19,273 | $323.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 18,731 | $314.7K | 0.01% | +16,168+630.8% | Added |
| Handelsbanken Fonder AB | 18,600 | $312.0K | 0.00% | +500+2.8% | Added |
| Squarepoint Ops LLC | 18,333 | $308.0K | 0.00% | +18,333 | New |
| Evergreen Capital Management LLC | 18,154 | $305.0K | 0.01% | +18,154 | New |
| Vanguard Investments Australia, Ltd. | 17,368 | $291.8K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 17,155 | $288.2K | 0.00% | −403−2.3% | Reduced |
| Mackenzie Financial Corp | 16,853 | $283.1K | 0.00% | +16,853 | New |
| KLP Kapitalforvaltning AS | 16,500 | $277.2K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 15,632 | $262.6K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 15,571 | $261.6K | 0.03% | +15,571 | New |
| Voya Investment Management LLC | 15,390 | $258.6K | 0.00% | +1,802+13.3% | Added |
| Blackstone Group Inc. | 15,343 | $257.8K | 0.00% | +15,343 | New |
| Level Four Advisory Services, LLC | 14,157 | $237.8K | 0.01% | +2,304+19.4% | Added |
| Boothbay Fund Management, LLC | 14,000 | $235.2K | 0.00% | −7,500−34.9% | Reduced |
| Camelot Portfolios, LLC | 13,712 | $230.4K | 0.16% | −20−0.1% | Reduced |
| SG Americas Securities, LLC | 13,585 | $228.0K | 0.00% | −244,556−94.7% | Reduced |
| Prudential Financial Inc | 13,275 | $223.0K | 0.00% | +1,250+10.4% | Added |
| Shay Capital LLC | 13,000 | $218.4K | 0.02% | −10,500−44.7% | Reduced |
| Empowered Funds, LLC | 12,858 | $216.0K | 0.00% | −95,633−88.1% | Reduced |
| Aristeia Capital LLC | 11,863 | $199.3K | 0.00% | −12,118−50.5% | Reduced |
| Pictet Asset Management Holding SA | 11,528 | $193.7K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,912 | $183.3K | 0.38% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,466 | $175.8K | 0.00% | −747−6.7% | Reduced |
| State of Wisconsin Investment Board | 10,441 | $175.4K | 0.00% | −129,925−92.6% | Reduced |
| Abel Hall, LLC | 10,315 | $173.3K | 0.03% | +10,315 | New |
| Great West Life Assurance Co | 10,023 | $168.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,795 | $147.0K | 0.00% | +2,211+33.6% | Added |
| Simplex Trading, LLC | 8,540 | $143.5K | 0.00% | +5,742+205.2% | Added |
| State of Alaska, Department of Revenue | 7,282 | $122.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,255 | $121.9K | 0.00% | +793+12.3% | Added |
| Fulcrum Asset Management LLP | 7,340 | $121.5K | 0.01% | +7,340 | New |
| Public Employees Retirement Association of Colorado | 7,083 | $119.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 6,500 | $109.0K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,000 | $84.0K | 0.00% | −206,299−97.6% | Reduced |
| Covestor Ltd | 4,791 | $81.0K | 0.05% | +1,465+44.0% | Added |
| Rockefeller Capital Management L.P. | 3,843 | $64.6K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,529 | $59.3K | 0.00% | +367+11.6% | Added |
| Tower Research Capital LLC (TRC) | 3,268 | $54.9K | 0.00% | −2,429−42.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,247 | $54.5K | 0.00% | +3,247 | New |
| Nisa Investment Advisors, LLC | 3,122 | $52.5K | 0.00% | +1,531+96.2% | Added |
| KBC Group NV | 2,555 | $43.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,260 | $38.0K | 0.00% | +451+24.9% | Added |
| US Bancorp | 1,716 | $28.8K | 0.00% | +1,250+268.2% | Added |
| The PNC Financial Services Group, Inc. | 1,688 | $28.4K | 0.00% | −1,219−41.9% | Reduced |
| Harbor Capital Advisors, Inc. | 1,557 | $26.0K | 0.00% | −88−5.3% | Reduced |
| Fifth Third Bancorp | 1,347 | $22.6K | 0.00% | −2,721−66.9% | Reduced |
| Nykredit A/S | 1,170 | $19.7K | 0.00% | +1,170 | New |
| Allworth Financial LP | 789 | $13.3K | 0.00% | +237+42.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 735 | $12.3K | 0.00% | −505−40.7% | Reduced |
| Advisor Group Holdings, Inc. | 677 | $11.4K | 0.00% | +485+252.6% | Added |
| SJS Investment Consulting Inc. | 616 | $10.3K | 0.00% | +616 | New |
| Farther Finance Advisors, LLC | 528 | $8.79K | 0.00% | +470+810.3% | Added |
| Los Angeles Capital Management LLC | 422 | $7.09K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 329 | $5.53K | 0.00% | −32−8.9% | Reduced |
| SRS Capital Advisors, Inc. | 317 | $5.33K | 0.00% | +317 | New |
| Continuum Advisory, LLC | 289 | $4.86K | 0.00% | +289 | New |
| Parallel Advisors, LLC | 268 | $4.50K | 0.00% | −272−50.4% | Reduced |
| GWM Advisors LLC | 250 | $4.20K | 0.00% | −8,300−97.1% | Reduced |
| GAMMA Investing LLC | 248 | $4.17K | 0.00% | −111−30.9% | Reduced |
| Kilter Group LLC | 178 | $2.99K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 175 | $2.94K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 150 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 108 | $1.81K | 0.00% | +108 | New |
| Transamerica Financial Advisors, Inc. | 86 | $1.44K | 0.00% | +76+760.0% | Added |
| Signaturefd, LLC | 85 | $1.43K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 80 | $1.32K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $1.23K | 0.00% | +48+192.0% | Added |
| True Wealth Design, LLC | 66 | $1.11K | 0.00% | +66 | New |
| Parkside Financial Bank & Trust | 45 | $756 | 0.00% | +45 | New |
| SBI Securities Co., Ltd. | 38 | $638 | 0.00% | −30−44.1% | Reduced |
| Bare Financial Services, Inc | 38 | $638 | 0.00% | +38 | New |
| Caitong International Asset Management Co., Ltd | 37 | $622 | 0.00% | +37 | New |
| Massmutual Trust Co FSB | 30 | $504 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 30 | $504 | 0.00% | +30 | New |
| Arlington Trust Co LLC | 29 | $487 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 22 | $370 | 0.00% | +22 | New |
| Godfrey Financial Associates, Inc. | 21 | $353 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 16 | $269 | 0.00% | +16 | New |
| Rothschild Investment LLC | 15 | $252 | 0.00% | −10−40.0% | Reduced |
| Stone House Investment Management, LLC | 8 | $134 | 0.00% | +8 | New |
| Action Point Financial Planning, LLC | 6 | $101 | 0.00% | +6 | New |
| Steward Partners Investment Advisory, LLC | 4 | $67 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $17 | 0.00% | +1 | New |
| 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 |