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Surmodics Inc

SRDXDelisted Nov 19, 2025
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0000924717

Surmodics Inc was delisted on Nov 19, 2025; its insiders filed their last Form 4 on Nov 19, 2025; 146 institutions reported holding it in 13F filings for Q3 2025, worth $345.2M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Surmodics Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
152
+6 vs. Q2 2021
Shares held
12.5M
+62.2K (+0.5%) vs. Q2 2021
Total value
$697.0M
+$20.3M (+3.0%) vs. Q2 2021
New holders
16
37 more added
Sold out
10
67 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SRDX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 152 institutions
Q1 2021: 138 institutionsQ2 2021: 147 institutionsQ3 2021: 152 institutionsQ4 2021: 148 institutionsQ1 2022: 135 institutionsQ2 2022: 129 institutionsQ3 2022: 124 institutionsQ4 2022: 122 institutionsQ1 2023: 119 institutionsQ2 2023: 105 institutionsQ3 2023: 104 institutionsQ4 2023: 117 institutionsQ1 2024: 112 institutionsQ2 2024: 124 institutionsQ3 2024: 127 institutionsQ4 2024: 139 institutionsQ1 2025: 135 institutionsQ2 2025: 136 institutionsQ3 2025: 146 institutionsQ4 2025: 1 institutionQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $697.0M
Q1 2021: $690.1MQ2 2021: $677.0MQ3 2021: $697.0MQ4 2021: $606.7MQ1 2022: $577.8MQ2 2022: $476.7MQ3 2022: $391.2MQ4 2022: $438.6MQ1 2023: $286.0MQ2 2023: $385.0MQ3 2023: $394.6MQ4 2023: $475.0MQ1 2024: $373.3MQ2 2024: $557.2MQ3 2024: $461.5MQ4 2024: $474.3MQ1 2025: $362.4MQ2 2025: $362.1MQ3 2025: $345.2MQ4 2025: $83Q1 2026: $0Q2 2026: $0
Institutions holding SRDX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20251$83
Q3 2025146$345.2M
Q2 2025136$362.1M
Q1 2025135$362.4M
Q4 2024139$474.3M
Q3 2024127$461.5M
Q2 2024124$557.2M
Q1 2024112$373.3M
Q4 2023117$475.0M
Q3 2023104$394.6M
Q2 2023105$385.0M
Q1 2023119$286.0M
Q4 2022122$438.6M
Q3 2022124$391.2M
Q2 2022129$476.7M
Q1 2022135$577.8M
Q4 2021148$606.7M
Q3 2021152$697.0M
Q2 2021147$677.0M
Q1 2021138$690.1M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q2 2021.

Institutions holding SRDX in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Eaton Vance Management829$00.00%−8−1.0%Reduced
Lindbrook Capital, LLC7$00.00%00.0%Unchanged
Fifth Third Bancorp8$00.00%+8New
Meeder Asset Management Inc18$1.00K0.00%+5+38.5%Added
Tarbox Family Office, Inc.19$1.00K0.00%00.0%Unchanged
O'Dell Group, LLC20$1.00K0.00%+20New
Parkside Financial Bank & Trust31$2.00K0.00%−2−6.1%Reduced
TCI Wealth Advisors, Inc.33$2.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC43$2.00K0.00%+17+65.4%Added
Gemmer Asset Management LLC56$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC53$3.00K0.00%00.0%Unchanged
Signaturefd, LLC45$3.00K0.00%+36+400.0%Added
Sageworth Trust Co70$4.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.104$6.00K0.00%+5+5.1%Added
Versant Capital Management, Inc144$8.00K0.00%00.0%Unchanged
Macquarie Group Ltd138$8.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC225$13.0K0.00%+225New
O'Shaughnessy Asset Management, LLC265$15.0K0.00%00.0%Unchanged
Harbour Investments, Inc.300$17.0K0.00%00.0%Unchanged
Kowal Investment Group, LLC300$17.0K0.01%+300New
AdvisorNet Financial, Inc350$19.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.418$23.2K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)765$43.0K0.00%−461−37.6%Reduced
The PNC Financial Services Group, Inc.758$43.0K0.00%+3+0.4%Added
Manchester Capital Management LLC775$43.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC786$43.0K0.00%+786New
Altshuler Shaham Ltd832$47.0K0.00%−1,280−60.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)1,079$60.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,145$64.0K0.00%00.0%Unchanged
First Quadrant L P1,311$73.0K0.01%00.0%Unchanged
Captrust Financial Advisors1,828$102.0K0.00%+1,274+230.0%Added
Mutual of America Capital Management LLC1,849$103.0K0.00%−122−6.2%Reduced
Teachers Retirement System of the State of Kentucky2,598$144.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado3,296$183.0K0.00%00.0%Unchanged
STRS Ohio3,600$200.0K0.00%+2,500+227.3%Added
Metropolitan Life Insurance Co3,738$207.8K0.00%−815−17.9%Reduced
Lido Advisors, LLC3,761$209.0K0.00%+3,761New
Arizona State Retirement System3,778$210.0K0.00%+39+1.0%Added
6 Meridian3,871$215.0K0.02%+3,871New
Zebra Capital Management LLC4,293$238.0K0.29%−980−18.6%Reduced
UBS Group AG4,548$253.0K0.00%−1,707−27.3%Reduced
MetLife Investment Management4,747$263.9K0.00%−1,412−22.9%Reduced
Cambridge Investment Research Advisors, Inc.4,780$266.0K0.00%+4,780New
White Pine Capital LLC4,945$275.0K0.08%+20+0.4%Added
KBC Group NV5,294$294.0K0.00%00.0%Unchanged
Maryland State Retirement & Pension System5,459$308.0K0.01%+5,459New
Oregon Public Employees Retirement Fund5,604$312.0K0.00%00.0%Unchanged
Allianz Asset Management GmbH6,623$368.0K0.00%+113+1.7%Added
HRT Financial LP6,655$370.0K0.00%+2,834+74.2%Added
Louisiana State Employees Retirement System6,700$373.0K0.01%+400+6.3%Added
Diversified Trust Co6,805$378.0K0.01%00.0%Unchanged
Tudor Investment Corp Et Al7,063$393.0K0.01%−1,713−19.5%Reduced
Franklin Resources Inc7,128$396.0K0.00%+7,128New
Victory Capital Management Inc7,238$402.0K0.00%−30−0.4%Reduced
Amalgamated Bank7,295$406.0K0.00%−122−1.6%Reduced
Manufacturers Life Insurance Company, The7,330$408.0K0.00%−596−7.5%Reduced
Citigroup Inc7,343$409.0K0.00%−315−4.1%Reduced
Raymond James & Associates7,825$435.0K0.00%−3,907−33.3%Reduced
State Board of Administration of Florida Retirement System7,909$440.0K0.00%00.0%Unchanged
Gsa Capital Partners LLP7,999$445.0K0.05%+7,999New
Bank of Montreal8,248$464.0K0.00%−15−0.2%Reduced
Deutsche Bank AG8,362$465.0K0.00%−555−6.2%Reduced
Meristem Family Wealth, LLC8,414$468.0K0.05%+8,414New
American International Group, Inc.8,516$473.0K0.00%−296−3.4%Reduced
Summit Global Investments8,600$478.0K0.04%−1,600−15.7%Reduced
Citadel Advisors LLC9,350$520.0K0.00%−12,156−56.5%Reduced
State of Alaska, Department of Revenue10,119$562.0K0.01%+530+5.5%Added
US Bancorp10,140$564.0K0.00%+163+1.6%Added
Engineers Gate Manager LP10,160$565.0K0.03%−4,468−30.5%Reduced
Texas Permanent School Fund10,262$571.0K0.01%−73−0.7%Reduced
Exchange Traded Concepts, LLC10,474$582.0K0.01%+10,474New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,518$585.0K0.01%−125−1.2%Reduced
Arrowstreet Capital, Limited Partnership10,597$589.0K0.00%−1,544−12.7%Reduced
New York State Common Retirement Fund10,943$608.0K0.00%−2,166−16.5%Reduced
Financial Perspectives, Inc11,104$617.4K0.31%−3,050−21.5%Reduced
Algert Global LLC11,160$620.0K0.08%+4,740+73.8%Added
State of Tennessee, Treasury Department11,148$621.0K0.00%−472−4.1%Reduced
Thrivent Financial for Lutherans11,213$623.0K0.00%−2,550−18.5%Reduced
Voya Investment Management LLC11,207$623.0K0.00%+169+1.5%Added
Winton Group Ltd11,577$644.0K0.04%+1,679+17.0%Added
Ensign Peak Advisors, Inc11,600$645.0K0.00%00.0%Unchanged
Los Angeles Capital Management LLC12,206$679.0K0.00%−1,280−9.5%Reduced
RBF Capital, LLC12,232$680.0K0.04%00.0%Unchanged
Comerica Bank12,583$686.0K0.00%−356−2.8%Reduced
JPMorgan Chase & Co12,362$687.0K0.00%−5,283−29.9%Reduced
Great West Life Assurance Co12,260$687.0K0.00%+705+6.1%Added
Price T Rowe Associates Inc12,797$712.0K0.00%+68+0.5%Added
SG Americas Securities, LLC13,095$728.0K0.00%+13,095New
Hancock Whitney Corp13,336$741.0K0.03%−1,114−7.7%Reduced
BNP Paribas Arbitrage, SA13,336$741.5K0.00%+8,412+170.8%Added
Barclays PLC13,678$760.0K0.00%+6,160+81.9%Added
Prudential Financial Inc15,309$851.0K0.00%−120−0.8%Reduced
Bank of America Corp15,350$853.0K0.00%+3,435+28.8%Added
Cetera Advisor Networks LLC15,577$866.0K0.01%00.0%Unchanged
Jupiter Asset Management Ltd15,621$868.0K0.01%00.0%Unchanged
Martingale Asset Management L P15,757$877.0K0.01%+9,150+138.5%Added
Two Sigma Investments, LP15,887$883.0K0.00%−19,868−55.6%Reduced
Sit Investment Associates Inc16,624$924.0K0.02%00.0%Unchanged
Virginia Retirement Systems Et Al17,400$967.0K0.01%−1,100−5.9%Reduced
UBS Asset Management Americas Inc17,574$977.1K0.00%+2,598+17.3%Added