SURGERY PARTNERS INC (SGRY) Institutional Ownership
SGRY is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Oaktree Capital Management, which reported ownership valued at approximately $14.49M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Oaktree Capital Management's SGRY position is now estimated to be worth approximately $11.43M, representing an estimated loss of -21.13% since the filing period.
Major shareholders tracked on this page include Oaktree Capital Management, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SURGERY PARTNERS INC (SGRY).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 2 | $16,677,158 | 992,688 |
| Q3 2025 | 1 | $5,669,680 | 262,000 |
| Q4 2024 | 1 | $6,187,525 | 292,278 |
| Q3 2024 | 1 | $8,033,499 | 249,178 |
| Q2 2024 | 2 | $75,906,776 | 3,190,701 |
| Q1 2024 | 2 | $152,847,040 | 5,123,937 |
| Q4 2023 | 2 | $184,539,977 | 5,768,677 |
| Q3 2023 | 2 | $162,931,831 | 5,570,319 |
| Q2 2023 | 2 | $246,964,732 | 5,489,325 |
| Q1 2023 | 2 | $190,932,983 | 5,539,106 |
| Q4 2022 | 2 | $165,660,269 | 5,946,169 |
| Q3 2022 | 2 | $53,029,000 | 2,266,215 |
Related SGRY Institutional Insights:
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- SGRY Institutional Ownership Changes
- Healthcare Sector Institutional Ownership
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- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Healthcare Stocks By Institutional Investors
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- SGRY Insider Trading & SEC Form 4 Activity
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