Surgery PartnersSGRY
13F holders, Q2 2024 (June 30)180holders
30new positions
33sold out
6famous investors
$23.79avg. 13F price*
At the end of Q2 2024, 180 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, unchanged from Q1 2024. 30 opened new positions and 33 sold out. The largest holders were Bain Capital Investors LLC ($1.2B), FMR LLC ($422.6M) and Wellington Management Group LLP ($248.9M). 6 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Surgery Partners Inc.
- CUSIP
- 86881A100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $89.4M |
| Exits | 33 | $58.7M |
All 13F filers, Q1 2024 → Q2 2024: 13,639,076 shares bought and 8,688,862 shares sold, net +4,950,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 180 holders
| Bain Capital Investors LLC | 25.23% | No change | 49,946,972 | $1.2B |
| FMR LLC | 0.03% | Reduce -6.5% | 17,764,998 | $422.6M |
| Wellington Management Group LLP | 0.04% | Add +3.5% | 10,463,586 | $248.9M |
| BlackRock Inc. | 0.00% | Add +20.1% | 7,636,766 | $181.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 7,471,064 | $177.7M |
| Clearbridge Investments, LLC | 0.11% | Add +1.3% | 5,585,530 | $132.9M |
| Deerfield Management Company, L.P. | 2.16% | Add +47.7% | 4,707,287 | $112.0M |
| Janus Henderson Group PLC | 0.05% | Add +72.2% | 4,312,918 | $102.6M |
| Durable Capital Partners LP | 0.56% | Reduce -39.8% | 2,881,227 | $68.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +26.6% | 2,801,091 | $66.6M |
| Geode Capital Management, LLC | 0.00% | Add +6.6% | 1,821,449 | $43.3M |
| State Street Corp. | 0.00% | Add +4.8% | 1,809,864 | $43.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +89.4% | 1,479,184 | $35.2M |
| Avidity Partners Management LP | 1.32% | Reduce -9.6% | 1,306,477 | $31.1M |
| Point72 Asset Management | 0.10% | New | 1,231,124 | $29.3M |
| Invesco Ltd. | 0.01% | Reduce -56.4% | 1,009,384 | $24.0M |
| ThornTree Capital Partners LP | 4.05% | Add +83.1% | 999,949 | $23.8M |
| Norges Bank | 0.00% | Reduce -0.3% | 842,876 | $20.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.6% | 733,936 | $17.5M |
| Northern Trust Corp. | 0.00% | Reduce -3.6% | 715,047 | $17.0M |
| E. Ohman J:or Asset Management AB | 0.40% | New | 676,200 | $16.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.8% | 580,316 | $13.8M |
| Bank of America Corp. | 0.00% | Add +43.7% | 566,799 | $13.5M |
| Susquehanna International Group, LLP | 0.02% | Reduce -9.3% | 553,889 | $13.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -16.2% | 553,361 | $13.2M |
| Columbus Hill Capital Management, L.P. | 2.78% | Add +39.7% | 541,046 | $12.9M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +46.4% | 536,489 | $12.8M |
| WCM Investment Management, LLC | 0.03% | Add +2.3% | 520,265 | $12.7M |
| Mesirow Institutional Investment Management, Inc. | 1.08% | New | 516,967 | $12.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +144.8% | 486,458 | $11.6M |
| Silvercrest Asset Management Group LLC | 0.07% | New | 456,731 | $10.9M |
| Royce & Associates LP | 0.10% | Add +57.9% | 454,716 | $10.8M |
| Morgan Stanley | 0.00% | Add +15.6% | 451,933 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Add +5902.8% | 443,370 | $10.5M |
| Kennedy Capital Management LLC | 0.21% | Reduce -2.0% | 410,125 | $9.8M |
| Walleye Capital LLC | 0.11% | Add +13.0% | 391,363 | $9.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -63.1% | 380,006 | $9.0M |
| Bank of New York Mellon Corp | 0.00% | Add +12.4% | 347,485 | $8.3M |
| ExodusPoint Capital Management, LP | 0.09% | Add +44.6% | 341,056 | $8.1M |
| Barclays PLC | 0.00% | Add +114.0% | 341,034 | $8.1M |
| Pier Capital, LLC | 1.16% | Reduce -8.2% | 328,293 | $7.8M |
| Segall Bryant & Hamill, LLC | 0.13% | Add +2.8% | 315,862 | $7.5M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -8.8% | 309,474 | $7.4M |
| Magnetar Financial LLC | 0.16% | Add +72.5% | 285,399 | $6.8M |
| Sivik Global Healthcare LLC | 2.66% | Add +31.6% | 250,000 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +154.6% | 245,620 | $5.8M |
| Dimension Capital Management LLC | 1.02% | Add +27.6% | 210,598 | $5.0M |
| Integral Health Asset Management, LLC | 0.47% | New | 200,000 | $4.8M |
| Ardsley Advisory Partners LP | 0.82% | Add +2.7% | 190,000 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 183,885 | $4.4M |
| Lombard Odier Asset Management (Europe) Ltd | 0.28% | New | 175,000 | $4.2M |
| D. E. Shaw & Co. | 0.01% | Add +126.2% | 157,269 | $3.7M |
| UBS Group AG | 0.00% | Reduce -21.1% | 147,598 | $3.5M |
| Brant Point Investment Management LLC | 0.81% | New | 145,000 | $3.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.5% | 137,998 | $3.3M |
| Swiss National Bank | 0.00% | No change | 137,100 | $3.3M |
| Citadel Advisors | 0.00% | Reduce -9.5% | 128,288 | $3.1M |
| Rhumbline Advisers | 0.00% | Add +19.6% | 127,952 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -76.0% | 101,040 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +41.0% | 100,889 | $2.4M |
| Holocene Advisors, LP | 0.01% | Reduce -12.4% | 97,824 | $2.3M |
| Redwood Investments, LLC | 0.78% | Reduce -1.6% | 96,683 | $2.3M |
| Twinbeech Capital LP | 0.04% | Add +82.7% | 96,070 | $2.3M |
| Millennium Management | 0.00% | Add +445.2% | 95,909 | $2.3M |
| Thornburg Investment Management Inc. | 0.03% | No change | 93,077 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.8% | 90,098 | $2.1M |
| Baron Capital (BAMCO) | 0.01% | Reduce -5.6% | 85,000 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -19.2% | 81,992 | $2.0M |
| Moore Capital Management, LP | 0.04% | No change | 75,000 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.30% | Add +17.1% | 70,786 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -11.1% | 69,454 | $1.7M |
| Raymond James & Associates | 0.00% | Add +6.8% | 68,872 | $1.6M |
| Legal & General Group Plc | 0.00% | Reduce -1.8% | 68,530 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 68,438 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 66,028 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | New | 64,805 | $1.5M |
| Tranquility Partners, LLC | 0.57% | Add +7.3% | 61,892 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +41.0% | 53,753 | $1.3M |
| ClariVest Asset Management LLC | 0.13% | Add +0.3% | 53,244 | $1.3M |
| J. Safra Sarasin Holding AG | 0.02% | — | 50,768 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +480.7% | 50,267 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -50.2% | 46,962 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.08% | Reduce -1.1% | 46,414 | $1.1M |
| Boothbay Fund Management, LLC | 0.04% | Add +46.1% | 44,658 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +11.3% | 44,343 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +35.4% | 43,813 | $1.0M |
| Verition Fund Management LLC | 0.01% | New | 42,866 | $1.0M |
| Dark Forest Capital Management LP | 0.18% | Add +302.1% | 41,526 | $988K |
| Corebridge Financial, Inc. | 0.01% | — | 41,318 | $983K |
| Wesbanco Bank Inc. | 0.04% | Add +53.4% | 39,363 | $936K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 39,048 | $929K |
| Gsa Capital Partners LLP | 0.06% | Add +250.4% | 37,891 | $901K |
| TD Asset Management Inc | 0.00% | Reduce -72.2% | 37,392 | $890K |
| Caption Management, LLC | 0.09% | New | 35,100 | $835K |
| Assenagon Asset Management S.A. | 0.00% | No change | 32,657 | $777K |
| New York State Common Retirement Fund | 0.00% | Reduce -85.8% | 30,738 | $731K |
| Sei Investments Co. | 0.00% | New | 29,370 | $699K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2550.8% | 27,754 | $660K |
| Marshall Wace, LLP | 0.00% | Reduce -47.2% | 27,060 | $644K |
| Engineers Gate Manager LP | 0.01% | Add +97.1% | 26,276 | $625K |
| Voya Investment Management LLC | 0.00% | Reduce -37.5% | 25,452 | $606K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.6% | 25,308 | $602K |
| Wolverine Asset Management LLC | 0.05% | New | 23,193 | $552K |
| Scientech Research LLC | 0.11% | New | 23,050 | $548K |
| Penn Capital Management Company, LLC | 0.05% | Reduce -93.0% | 22,094 | $528K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.2% | 21,630 | $515K |
| Citigroup Inc. | 0.00% | Add +47.7% | 21,313 | $507K |
| Two Sigma Investments, LP | 0.00% | Reduce -46.0% | 21,099 | $502K |
| ProShare Advisors LLC | 0.00% | Add +49.1% | 20,260 | $482K |
| First Trust Advisors LP | 0.00% | New | 20,204 | $481K |
| Mackenzie Financial Corp. | 0.00% | Add +3.4% | 19,999 | $476K |
| Arizona State Retirement System | 0.00% | Add +1.9% | 19,494 | $464K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +83.0% | 19,273 | $459K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -9.2% | 19,174 | $456K |
| Bridgewater Associates | 0.00% | New | 18,938 | $451K |
| Cannon Global Investment Management, LLC | 1.99% | Reduce -12.6% | 18,000 | $428K |
| Franklin Resources Inc. | 0.00% | Add +20.2% | 17,837 | $424K |
| SG Americas Securities, LLC | 0.00% | Add +190.0% | 17,276 | $411K |
| Centiva Capital, LP | 0.02% | New | 16,310 | $388K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | No change | 15,632 | $372K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.1% | 15,504 | $369K |
| Inspire Investing, LLC | 0.04% | Add +24.2% | 15,071 | $359K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 14,774 | $351K |
| Bayesian Capital Management, LP | 0.04% | New | 14,130 | $336K |
| Handelsbanken Fonder AB | 0.00% | Add +18.6% | 13,400 | $319K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.1% | 12,716 | $303K |
| Natixis Advisors, LLC | 0.00% | Add +11.0% | 12,452 | $296K |
| MeadowBrook Investment Advisors LLC | 0.28% | Add +15.9% | 12,320 | $293K |
| Zacks Investment Management | 0.00% | Reduce -10.0% | 11,755 | $280K |
| Captrust Financial Advisors | 0.00% | Reduce -0.3% | 11,581 | $276K |
| Brevan Howard Capital Management LP | 0.02% | New | 11,506 | $274K |
| Bridgefront Capital, LLC | 0.11% | New | 11,245 | $268K |
| HighTower Advisors, LLC | 0.00% | New | 11,165 | $263K |
| Smith Group Asset Management, LLC | 0.02% | Add +0.6% | 10,878 | $259K |
| Group One Trading LLC | 0.01% | New | 8,574 | $204K |
| Quantbot Technologies LP | 0.01% | Add +92.2% | 7,684 | $183K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,666 | $182K |
| Pension & Wealth Management Advisors, Inc. | 0.10% | New | 7,370 | $175K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,083 | $169K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 6,094 | $145K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.3% | 5,192 | $124K |
| State of Wyoming | 0.02% | Add +74.8% | 4,568 | $109K |
| EntryPoint Capital, LLC | 0.05% | Reduce -32.8% | 4,298 | $102K |
| PEAK6 Investments LLC | 0.00% | New | 3,210 | $76K |
| US Bancorp \de | 0.00% | Add +143.4% | 3,184 | $76K |
| Quarry LP | 0.03% | Add +133.1% | 3,082 | $73K |
| Covestor Ltd | 0.05% | Add +166.8% | 3,026 | $72K |
| Amalgamated Bank | 0.00% | Add +4.0% | 2,655 | $63K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 2,000 | $60K |
| STRS Ohio | 0.00% | Add +280.0% | 1,900 | $45K |
| KBC Group NV | 0.00% | Add +13.6% | 1,809 | $43K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,393 | $33K |
| Comerica Bank | 0.00% | Add +21.8% | 1,195 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | Add +17.6% | 803 | $19K |
| Headlands Technologies LLC | 0.00% | Reduce -18.2% | 739 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.5% | 735 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.6% | 616 | $14K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 529 | $13K |
| Signaturefd, LLC | 0.00% | Add +5477.8% | 502 | $12K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 452 | $11K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +114.5% | 429 | $10K |
| Public Employees Retirement System of Ohio | 0.00% | Add +147.2% | 403 | $10K |
| Principal Securities, Inc. | 0.00% | Add +96.2% | 257 | $6K |
| International Assets Investment Management, LLC | 0.00% | New | 250 | $6K |
| Cwm, LLC | 0.00% | Add +14.3% | 192 | $5K |
| Avior Wealth Management, LLC | 0.00% | Add +240.3% | 194 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | New | 172 | $4K |
| Allworth Financial LP | 0.00% | Add +1290.0% | 139 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.7% | 150 | $4K |
| Blue Trust, Inc. | 0.00% | New | 76 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 75 | $2K |
| Lindbrook Capital, LLC | 0.00% | Reduce -59.1% | 45 | $1K |
| GAMMA Investing LLC | 0.00% | Add +111.1% | 38 | $904 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 27 | $643 |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 25 | $595 |
| Global Retirement Partners, LLC | 0.00% | Add +50.0% | 18 | $428 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 12 | $286 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 12 | $286 |
| Innealta Capital, LLC | 0.00% | New | 8 | $190 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -80.0% | 2 | $48 |
"% of holder's portfolio" is SGRY's weight in each manager's 13F, not the share of Surgery Partners Inc. the manager owns.