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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 Sep 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 7 Nov 2023
Managers listing it
6
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 5 listed it in both
Shares listed
32,741,634
combined, among listed positions
Reported value
$958m
combined, at the quarter end

Managers listing SGRY in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

6 of 6 holders

ActionFiling
Fidelity (FMR LLC)18,974,832$555munder 0.1%Added+16,9755 Nov 2026 (the filing on sec.gov)
Wellington Management Group LLP8,022,700$235munder 0.1%Added+1,511,39614 Nov 2023 (the filing on sec.gov)
Durable Capital Partners LP5,373,188$157m1.44%Held014 Nov 2023 (the filing on sec.gov)
First Eagle Investment Management LLC197,131$5.8munder 0.1%Added+80,9948 Nov 2023 (the filing on sec.gov)
Holocene Advisors LP133,865$3.9munder 0.1%Added+66,86314 Nov 2023 (the filing on sec.gov)
Quantbot Technologies LP39,918$1.2m0.08%Newnew7 Nov 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

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

New (1)

Exited (0)

No exit shown by a manager’s own filing.

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 →