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 235 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
714
shares
|
$10,909
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
682
shares
|
$10,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
509
shares
|
$7,777
0.0% of portfolio
|
Q3 2025
Added 40.22%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
484
shares
|
$7,395
0.0% of portfolio
|
Q3 2025
Added 137.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
481
shares
|
$7,349
0.0% of portfolio
|
Q3 2025
Reduced 54.28%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
445
shares
|
$6,799
0.0% of portfolio
|
Q3 2025
Reduced 34.85%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
431
shares
|
$6,585
0.0% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
430
shares
|
$6,570
0.0% of portfolio
|
Q1 2025
Added 1031.58%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
400
shares
|
$6,112
0.0% of portfolio
|
Q3 2024
Reduced 87.54%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
400
shares
|
$6,112
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
382
shares
|
$5,836
0.0% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
268
shares
|
$4,095
0.0% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
267
shares
|
$4,079
0.0% of portfolio
|
Q3 2025
Reduced 47.95%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
221
shares
|
$3,376
0.0% of portfolio
|
Q3 2025
Added 513.89%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
213
shares
|
$3,254
0.0% of portfolio
|
Q3 2025
Added 38.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
190
shares
|
$2,903
0.0% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
139
shares
|
$2,123
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
135
shares
|
$2,062
0.0% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
116
shares
|
$1,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
83
shares
|
$1,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
75
shares
|
$1,146
0.0% of portfolio
|
Q3 2025
Reduced 21.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
74
shares
|
$1,130
0.0% of portfolio
|
Q3 2025
Added 34.55%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
64
shares
|
$977
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
47
shares
|
$718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
45
shares
|
$687
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|