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 quarterInstitutional holdersTotal reported valueTotal shares
Q2 20262$16,677,158992,688
Q3 20251$5,669,680262,000
Q4 20241$6,187,525292,278
Q3 20241$8,033,499249,178
Q2 20242$75,906,7763,190,701
Q1 20242$152,847,0405,123,937
Q4 20232$184,539,9775,768,677
Q3 20232$162,931,8315,570,319
Q2 20232$246,964,7325,489,325
Q1 20232$190,932,9835,539,106
Q4 20222$165,660,2695,946,169
Q3 20222$53,029,0002,266,215