Surgery PartnersSGRY
13F holders, Q3 2024 (September 30)185holders +5
34new positions
29sold out
4famous investors
$32.23avg. 13F price*
At the end of Q3 2024, 185 institutions reported holding Surgery Partners Inc. (SGRY) in their 13F filings, up 5 from Q2 2024. 34 opened new positions and 29 sold out. The largest holders were Bain Capital Investors LLC ($1.6B), FMR LLC ($590.4M) and Wellington Management Group LLP ($317.4M). 4 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $80.3M |
| Exits | 29 | $101.4M |
All 13F filers, Q2 2024 → Q3 2024: 9,041,390 shares bought and 13,143,496 shares sold, net −4,102,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Bain Capital Investors LLC | 42.12% | No change | 49,946,972 | $1.6B |
| FMR LLC | 0.04% | Add +3.1% | 18,311,867 | $590.4M |
| Wellington Management Group LLP | 0.06% | Reduce -5.9% | 9,846,001 | $317.4M |
| BlackRock, Inc. | 0.01% | — | 7,652,504 | $246.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.3% | 7,446,133 | $240.1M |
| Janus Henderson Group PLC | 0.09% | Add +27.5% | 5,497,368 | $177.2M |
| Clearbridge Investments, LLC | 0.11% | Reduce -19.4% | 4,501,055 | $145.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.6% | 3,014,049 | $97.2M |
| Invesco Ltd. | 0.02% | Add +174.5% | 2,770,330 | $89.3M |
| Geode Capital Management, LLC | 0.00% | Add +2.4% | 1,864,346 | $60.1M |
| State Street Corp. | 0.00% | Reduce -0.6% | 1,799,054 | $58.0M |
| Deerfield Management Company, L.P. | 0.95% | Reduce -62.2% | 1,780,287 | $57.4M |
| King Street Capital Management, L.P. | 41.38% | New | 1,450,000 | $46.7M |
| Victory Capital Management Inc. | 0.04% | Add +140.4% | 1,330,399 | $42.9M |
| Ameriprise Financial Inc. | 0.01% | Add +161.0% | 1,157,188 | $37.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -27.2% | 1,076,564 | $34.7M |
| E. Ohman J:or Asset Management AB | 0.71% | Add +31.0% | 886,088 | $28.6M |
| Avidity Partners Management LP | 1.36% | Reduce -36.7% | 827,000 | $26.7M |
| Norges Bank | 0.00% | Reduce -3.0% | 817,369 | $26.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.3% | 772,746 | $24.9M |
| Northern Trust Corp. | 0.00% | Add +4.3% | 746,133 | $24.1M |
| ThornTree Capital Partners LP | 4.96% | Reduce -26.3% | 736,999 | $23.8M |
| Silvercrest Asset Management Group LLC | 0.15% | Add +50.9% | 689,024 | $22.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +41.3% | 687,283 | $22.2M |
| Mesirow Institutional Investment Management, Inc. | 1.48% | Add +16.0% | 599,861 | $19.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.3% | 578,548 | $18.7M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 555,035 | $17.9M |
| Columbus Hill Capital Management, L.P. | 3.81% | No change | 541,046 | $17.4M |
| Point72 Asset Management | 0.06% | Reduce -56.3% | 537,915 | $17.3M |
| WCM Investment Management, LLC | 0.04% | Add +0.3% | 522,084 | $16.7M |
| Royce & Associates LP | 0.15% | Add +12.2% | 510,261 | $16.5M |
| Walleye Capital LLC | 0.19% | Add +27.6% | 499,394 | $16.1M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 445,460 | $14.4M |
| American Century Companies Inc. | 0.01% | New | 432,222 | $13.9M |
| Susquehanna International Group, LLP | 0.02% | Reduce -26.2% | 408,676 | $13.2M |
| Pier Capital, LLC | 1.50% | Add +0.5% | 329,882 | $10.6M |
| Segall Bryant & Hamill, LLC | 0.13% | Reduce -3.9% | 303,467 | $9.8M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -45.4% | 292,736 | $9.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.7% | 289,589 | $9.3M |
| Ardsley Advisory Partners LP | 1.56% | Add +34.2% | 255,000 | $8.2M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -19.5% | 249,178 | $8.0M |
| Kennedy Capital Management LLC | 0.18% | Reduce -39.8% | 247,055 | $8.0M |
| Sivik Global Healthcare LLC | 3.16% | Reduce -8.0% | 230,000 | $7.4M |
| Lombard Odier Asset Management (Europe) Ltd | 0.43% | Add +14.3% | 200,000 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.0% | 189,436 | $6.1M |
| Dimension Capital Management LLC | 1.05% | Reduce -18.0% | 172,598 | $5.6M |
| Shay Capital LLC | 1.57% | New | 165,000 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Add +9.4% | 150,917 | $4.9M |
| UBS Group AG | 0.00% | Add +0.4% | 148,138 | $4.8M |
| Swiss National Bank | 0.00% | No change | 137,100 | $4.4M |
| Holocene Advisors, LP | 0.02% | Add +34.4% | 131,504 | $4.2M |
| Barclays PLC | 0.00% | Reduce -62.1% | 129,133 | $4.2M |
| Jane Street Group, LLC | 0.01% | Reduce -49.5% | 123,972 | $4.0M |
| Rhumbline Advisers | 0.00% | Reduce -6.0% | 120,264 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +2.8% | 103,695 | $3.3M |
| Alliancebernstein L.P. | 0.00% | Add +3.6% | 93,308 | $3.0M |
| Thornburg Investment Management Inc. | 0.04% | Reduce -2.2% | 91,031 | $2.9M |
| Deutsche Bank AG | 0.00% | Add +15.4% | 80,172 | $2.6M |
| Redwood Investments, LLC | 0.75% | Reduce -18.8% | 78,496 | $2.5M |
| Legal & General Group Plc | 0.00% | Add +10.2% | 75,500 | $2.4M |
| MIdWestOne Financial Group, Inc. | 0.33% | Add +3.8% | 73,502 | $2.4M |
| Dark Forest Capital Management LP | 0.28% | Add +64.7% | 68,394 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 66,627 | $2.1M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 66,028 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 66,028 | $2.1M |
| Tranquility Partners, LLC | 0.72% | No change | 61,892 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 61,033 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -84.0% | 60,817 | $2.0M |
| Raymond James & Associates | 0.00% | Reduce -12.8% | 60,039 | $1.9M |
| Sterling Capital Management LLC | 0.02% | — | 59,371 | $1.9M |
| Citigroup Inc. | 0.00% | Add +170.3% | 57,604 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +30.9% | 57,347 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +4.5% | 56,148 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +16.0% | 53,855 | $1.7M |
| Hudson Bay Capital Management LP | 0.01% | New | 52,717 | $1.7M |
| NFJ Investment Group, LLC | 0.05% | New | 52,368 | $1.7M |
| Moore Capital Management, LP | 0.05% | Reduce -33.3% | 50,000 | $1.6M |
| Principal Financial Group Inc. | 0.00% | New | 45,552 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -45.6% | 44,601 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | No change | 44,343 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.7% | 42,038 | $1.4M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 41,064 | $1.3M |
| Baron Capital (BAMCO) | 0.00% | Reduce -52.9% | 40,000 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | No change | 39,363 | $1.3M |
| ClariVest Asset Management LLC | 0.13% | No change | 53,244 | $1.3M |
| Sei Investments Co. | 0.00% | Add +30.5% | 38,333 | $1.2M |
| Centiva Capital, LP | 0.05% | Add +130.5% | 37,600 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -37.1% | 31,607 | $1.0M |
| Alberta Investment Management Corp | 0.01% | New | 29,353 | $946K |
| Cannon Global Investment Management, LLC | 2.24% | Add +61.1% | 29,000 | $935K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.7% | 27,753 | $895K |
| Voya Investment Management LLC | 0.00% | Reduce -2.0% | 24,948 | $804K |
| Jefferies Financial Group Inc. | 0.01% | New | 24,811 | $800K |
| New York State Common Retirement Fund | 0.00% | Reduce -23.8% | 23,438 | $756K |
| Wolverine Asset Management LLC | 0.07% | No change | 23,193 | $748K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -93.2% | 23,169 | $747K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -51.2% | 22,930 | $739K |
| Two Sigma Investments, LP | 0.00% | Add +6.1% | 22,389 | $722K |
| Mackenzie Financial Corp. | 0.00% | Add +6.9% | 21,375 | $689K |
| Franklin Resources Inc. | 0.00% | Add +19.6% | 21,324 | $677K |
| HRT Financial LP | 0.00% | New | 20,939 | $675K |
| Nomura Holdings Inc. | 0.01% | New | 20,724 | $668K |
| Arizona State Retirement System | 0.00% | Add +3.3% | 20,129 | $649K |
| Intech Investment Management LLC | 0.01% | New | 19,463 | $627K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,273 | $621K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +24.1% | 19,233 | $620K |
| Los Angeles Capital Management LLC | 0.00% | No change | 19,174 | $618K |
| Handelsbanken Fonder AB | 0.00% | Add +35.1% | 18,100 | $584K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.7% | 18,011 | $581K |
| BNP Paribas Financial Markets | 0.00% | Reduce -83.6% | 16,616 | $536K |
| Smith Group Asset Management, LLC | 0.04% | Add +48.6% | 16,160 | $521K |
| FNY Investment Advisers, LLC | 0.25% | New | 15,750 | $507K |
| Walled Lake Planning & Wealth Management, LLC | 0.19% | No change | 15,632 | $504K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +146.1% | 14,998 | $484K |
| ProShare Advisors LLC | 0.00% | Reduce -28.4% | 14,513 | $468K |
| Harvest Management LLC | 0.25% | New | 14,100 | $455K |
| Sanctuary Advisors, LLC | 0.00% | New | 19,427 | $447K |
| LPL Financial LLC | 0.00% | New | 13,687 | $441K |
| Inspire Investing, LLC | 0.04% | Reduce -14.4% | 12,903 | $416K |
| Natixis Advisors, LLC | 0.00% | Add +3.0% | 12,828 | $414K |
| Natixis | 0.00% | New | 11,939 | $385K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 11,591 | $374K |
| Zacks Investment Management | 0.00% | Reduce -14.1% | 10,095 | $325K |
| Pictet Asset Management Holding SA | 0.00% | New | 9,940 | $320K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.5% | 9,878 | $313K |
| D. E. Shaw & Co. | 0.00% | Reduce -93.9% | 9,537 | $307K |
| Citadel Advisors | 0.00% | Reduce -92.7% | 9,328 | $301K |
| MeadowBrook Investment Advisors LLC | 0.26% | Reduce -28.4% | 8,820 | $284K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Add +19.5% | 8,810 | $284K |
| Versor Investments LP | 0.04% | New | 8,400 | $271K |
| Creative Planning | 0.00% | New | 8,016 | $258K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 7,666 | $247K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,083 | $228K |
| &partners | 0.00% | New | 6,530 | $211K |
| Mariner, LLC | 0.00% | New | 6,412 | $207K |
| Headlands Technologies LLC | 0.02% | Add +654.3% | 5,574 | $180K |
| Osaic Holdings, Inc. | 0.00% | Add +3.6% | 5,377 | $173K |
| SG Americas Securities, LLC | 0.00% | Reduce -70.9% | 5,031 | $162K |
| Simplex Trading, LLC | 0.01% | New | 5,002 | $161K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Add +747.6% | 3,831 | $124K |
| Covestor Ltd | 0.06% | Add +0.0% | 3,027 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.8% | 2,837 | $91K |
| US Bancorp \de | 0.00% | Reduce -15.9% | 2,678 | $86K |
| Amalgamated Bank | 0.00% | No change | 2,655 | $86K |
| KBC Group NV | 0.00% | Add +31.8% | 2,385 | $77K |
| State of Wyoming | 0.01% | Reduce -54.9% | 2,059 | $66K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 2,000 | $64K |
| STRS Ohio | 0.00% | Reduce -26.3% | 1,400 | $45K |
| Quadrant Capital Group LLC | 0.00% | Add +0.1% | 1,395 | $45K |
| Comerica Bank | 0.00% | Add +7.5% | 1,285 | $41K |
| Group One Trading LLC | 0.00% | Reduce -86.3% | 1,174 | $38K |
| PNC Financial Services Group, Inc. | 0.00% | Add +44.4% | 1,061 | $34K |
| Summit Securities Group LLC | 0.02% | New | 1,000 | $32K |
| Quarry LP | 0.01% | Reduce -72.5% | 847 | $27K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -6.7% | 749 | $24K |
| Public Employees Retirement System of Ohio | 0.00% | Add +49.4% | 602 | $19K |
| Cwm, LLC | 0.00% | Add +177.6% | 533 | $17K |
| Infrastructure Capital Advisors, LLC | 0.00% | New | 500 | $16K |
| Signaturefd, LLC | 0.00% | Reduce -9.4% | 455 | $15K |
| PEAK6 Investments LLC | 0.00% | Reduce -87.5% | 400 | $13K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Reduce -14.0% | 369 | $12K |
| Principal Securities, Inc. | 0.00% | Add +42.8% | 367 | $12K |
| Blue Trust, Inc. | 0.00% | Add +493.4% | 451 | $11K |
| Avior Wealth Management, LLC | 0.00% | Reduce -9.3% | 176 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 172 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 163 | $5K |
| Allworth Financial LP | 0.00% | Add +15.8% | 161 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 150 | $5K |
| Lindbrook Capital, LLC | 0.00% | Add +195.6% | 133 | $4K |
| GAMMA Investing LLC | 0.00% | Add +234.2% | 127 | $4K |
| Fifth Third Bancorp | 0.00% | New | 126 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +13.3% | 85 | $3K |
| Rothschild Investment LLC | 0.00% | Add +220.0% | 80 | $3K |
| Bessemer Group Inc. | 0.00% | New | 75 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +111.1% | 57 | $2K |
| J.Safra Asset Management Corp | 0.00% | New | 36 | $1K |
| Hemington Wealth Management | 0.00% | New | 40 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -96.4% | 22 | $708 |
| SJS Investment Consulting Inc. | 0.00% | Add +66.7% | 20 | $645 |
| Riverview Trust Co | 0.00% | New | 16 | $516 |
| Global Retirement Partners, LLC | 0.00% | Reduce -33.3% | 12 | $387 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $387 |
| Huntington National Bank | 0.00% | New | 11 | $355 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 5 | $161 |
| Hexagon Capital Partners LLC | 0.00% | No change | 2 | $64 |
"% of holder's portfolio" is SGRY's weight in each manager's 13F, not the share of Surgery Partners Inc. the manager owns.