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SGRY in the 13F filings

Surgery Partners Inc · CUSIP 86881A100

Sector · Health care services and research
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 4 listed it in both
Shares listed
22,870,336
combined, among listed positions
Reported value
$384m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 12 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,362,241.

Managers listing SGRY in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Janus Henderson Group Ltd13,882,155$233m0.10%Added+341,77014 Aug 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP3,336,464$56m0.67%Held014 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,149,009$36munder 0.1%Trimmed-42,45613 Aug 2026 (the filing on sec.gov)
Oaktree Capital Management LP862,588$14m0.20%Newnew14 Aug 2026 (the filing on sec.gov)
Man Group PLC697,552$12munder 0.1%Trimmed-248,96714 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP426,592$7.2munder 0.1%Trimmed-181,17014 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC291,280$4.9munder 0.1%Trimmed-110,2712 Sep 2026 (the filing on sec.gov)
Invesco Ltd203,358$3.4munder 0.1%Trimmed-5,56514 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp153,926$2.6munder 0.1%Trimmed-116,22714 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP136,328$2.3munder 0.1%Added+14,07014 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC130,100$2.2munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc126,064$2.1munder 0.1%Added+27,65014 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP109,264$1.8munder 0.1%Added+61,96014 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP95,362$1.6munder 0.1%Added+82,53613 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC64,377$1.1munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP87,900$1.0munder 0.1%Added+9214 Aug 2026 (the filing on sec.gov)
Moore Capital Management LP50,000$840kunder 0.1%Held014 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC46,155$775kunder 0.1%Added+34,20214 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC18,333$308kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC3,529$59kunder 0.1%Added+3673 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0246820172018202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SGRY by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20151$2.3mn.a.n.a.
Q2 20161$3.1mn.a.n.a.
Q3 20162$35mn.a.n.a.
Q1 20171$31mn.a.n.a.
Q2 20172$36mn.a.n.a.
Q3 20171$414kn.a.n.a.
Q4 20171$363kn.a.n.a.
Q1 20181$6.5mn.a.n.a.
Q2 20181$2.0mn.a.n.a.
Q3 20181$1.2mn.a.n.a.
Q4 20181$994kn.a.n.a.
Q2 20191$1.9mn.a.n.a.
Q2 20201$4.8mn.a.n.a.
Q3 20201$3.2mn.a.n.a.
Q1 20211$271kn.a.n.a.
Q2 20212$484mn.a.n.a.
Q3 20213$14mn.a.n.a.
Q4 20215$668mn.a.n.a.
Q1 20225$778mn.a.n.a.
Q2 20224$470mn.a.n.a.
Q3 20223$67mn.a.n.a.
Q4 20225$928mn.a.n.a.
Q1 20236$1.2bnn.a.n.a.
Q2 20236$1.5bnn.a.n.a.
Q3 20236$958mn.a.n.a.
Q4 20236$1.0bn42
Q1 20248$1.1bn71
Q2 20248$469m43
Q3 20248$1.1bn45
Q4 20247$428m41
Q1 20257$504m62
Q2 20256$380m52
Q3 20257$375m33
Q4 20255$316m1114
Q1 20265$230m108
Q2 20264$311m129

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SGRY and UNH →SGRY and ELV →SGRY and CI →Choose a stock to compare with SGRY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SGRY, latest filings →Back to the 13F Explorer →