SGRY
Surgery Partners, Inc. · Healthcare · Medical - Care Facilities
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 209.28K | $2.77M | +1 | n/a |
| Q2 2026 | 79 | +1 | 54.69M | $917.44M | +7 | −6 |
| Q1 2026 | 81 | +1 | 68.48M | $816.28M | +7 | −7 |
| Q4 2025 | 81 | -1 | 77.19M | $1.19B | +2 | −2 |
| Q3 2025 | 14 | +1 | 32.49M | $702.99M | +2 | −2 |
| Q2 2025 | 11 | -2 | 31.57M | $701.73M | +1 | −3 |
| Q1 2025 | 10 | 0 | 12.42M | $294.88M | +1 | −1 |
| Q4 2024 | 10 | 0 | 12.33M | $261.00M | +2 | −2 |
| Q3 2024 | 9 | -3 | 13.46M | $433.98M | n/a | −3 |
| Q2 2024 | 12 | n/a | 15.72M | $374.09M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | TD Waterhouse Canada Inc. | 196.89K | +18.3% | $2.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 12.39K | New | $169,068 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wealth Enhancement Advisory… | $169,068 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 180 holders, 158.80M shares, $1.86B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 10.00K sh @ 14.35 · $143,500
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology