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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 0 | $0 | 0.00% | −20,488−100.0% | Sold out |
| ADAR1 Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −19,686−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,323−100.0% | Sold out |
| Twin Securities, Inc. | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Sunrise Financial Services, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Oakum Bay Capital LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |