Institutional Ownership Surgery Partners, Inc. (SGRY)
This table provides information about the institutional ownership of Surgery Partners, Inc. (SGRY). We have compiled data on the 232 institutions that hold shares in the stock, with a total of 132 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
837
shares
|
$18,740
0.0% of portfolio
|
Q1 2025
Added 66.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
831
shares
|
$18,606
0.0% of portfolio
|
Q4 2024
Added 126.43%
|
|
|
Pier Capital, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
778
shares
|
$17,419
0.0% of portfolio
|
Q1 2025
Reduced 99.8%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
722
shares
|
$16,165
0.0% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
565
shares
|
$12,650
0.0% of portfolio
|
Q1 2025
Added 76.01%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
511
shares
|
$11,441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
489
shares
|
$10,948
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
430
shares
|
$9,627
0.0% of portfolio
|
Q1 2025
Added 1031.58%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
400
shares
|
$8,956
0.0% of portfolio
|
Q3 2024
Reduced 87.54%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
369
shares
|
$8,261
0.0% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
315
shares
|
$7,052
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
297
shares
|
$6,649
0.0% of portfolio
|
Q1 2025
Reduced 98.57%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
243
shares
|
$5,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
204
shares
|
$4,567
0.0% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
175
shares
|
$3,918
0.0% of portfolio
|
Q1 2025
Added 8650.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
165
shares
|
$3,694
0.0% of portfolio
|
Q4 2024
Added 1275.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
154
shares
|
$3,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
139
shares
|
$3,112
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
130
shares
|
$2,910
0.0% of portfolio
|
Q1 2025
Added 188.89%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
108
shares
|
$2,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
64
shares
|
$1,432
0.0% of portfolio
|
Q1 2025
Added 178.26%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
59
shares
|
$1,321
0.0% of portfolio
|
Q1 2025
Reduced 92.65%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
38
shares
|
$850
0.0% of portfolio
|
Q1 2025
Reduced 48.65%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
36
shares
|
$806
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
35
shares
|
$783
0.0% of portfolio
|
Q1 2025
Added 52.17%
|