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, Q4 2021
Institutional positions in Surmodics Inc as of Dec 31, 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
- 148
- −4 vs. Q3 2021
- Shares held
- 12.6M
- +71.2K (+0.6%) vs. Q3 2021
- Total value
- $606.7M
- −$90.4M (−13.0%) vs. Q3 2021
- New holders
- 15
- 39 more added
- Sold out
- 19
- 60 more reduced
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 1 | $83 |
| Q3 2025 | 146 | $345.2M |
| Q2 2025 | 136 | $362.1M |
| Q1 2025 | 135 | $362.4M |
| Q4 2024 | 139 | $474.3M |
| Q3 2024 | 127 | $461.5M |
| Q2 2024 | 124 | $557.2M |
| Q1 2024 | 112 | $373.3M |
| Q4 2023 | 117 | $475.0M |
| Q3 2023 | 104 | $394.6M |
| Q2 2023 | 105 | $385.0M |
| Q1 2023 | 119 | $286.0M |
| Q4 2022 | 122 | $438.6M |
| Q3 2022 | 124 | $391.2M |
| Q2 2022 | 129 | $476.7M |
| Q1 2022 | 135 | $577.8M |
| Q4 2021 | 148 | $606.7M |
| Q3 2021 | 152 | $697.0M |
| Q2 2021 | 147 | $677.0M |
| Q1 2021 | 138 | $690.1M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 16 | $1.00K | 0.00% | −54−77.1% | Reduced |
| Parkside Financial Bank & Trust | 28 | $1.00K | 0.00% | −3−9.7% | Reduced |
| Quadrant Capital Group LLC | 22 | $1.00K | 0.00% | −21−48.8% | Reduced |
| Tarbox Family Office, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 47 | $2.00K | 0.00% | +47 | New |
| Gemmer Asset Management LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Bessemer Group Inc | 75 | $4.00K | 0.00% | +75 | New |
| Macquarie Group Ltd | 138 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $10.0K | 0.02% | +200 | New |
| JFS Wealth Advisors, LLC | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 246 | $12.0K | 0.00% | +142+136.5% | Added |
| AdvisorNet Financial, Inc | 350 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 393 | $18.0K | 0.00% | −393−50.0% | Reduced |
| Nisa Investment Advisors, LLC | 400 | $18.0K | 0.00% | +400 | New |
| Sutton Wealth Advisors Inc. | 421 | $20.3K | 0.01% | +3+0.7% | Added |
| State of Wyoming | 596 | $29.0K | 0.01% | +596 | New |
| The PNC Financial Services Group, Inc. | 722 | $35.0K | 0.00% | −36−4.7% | Reduced |
| Eaton Vance Management | 753 | $36.0K | 0.00% | −76−9.2% | Reduced |
| Manchester Capital Management LLC | 775 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sphinx Trading, LP | 800 | $39.0K | 0.04% | +800 | New |
| Simplex Trading, LLC | 900 | $43.0K | 0.00% | +900 | New |
| First Quadrant L P | 1,044 | $50.0K | 0.01% | −267−20.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,079 | $52.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,108 | $53.0K | 0.00% | +1,108 | New |
| Ameritas Investment Partners, Inc. | 1,145 | $55.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,181 | $57.0K | 0.00% | +416+54.4% | Added |
| KBC Group NV | 1,610 | $78.0K | 0.00% | −3,684−69.6% | Reduced |
| Marshall Wace, LLP | 1,725 | $83.0K | 0.00% | +1,725 | New |
| Captrust Financial Advisors | 1,856 | $89.0K | 0.00% | +28+1.5% | Added |
| Mutual of America Capital Management LLC | 1,896 | $91.0K | 0.00% | +47+2.5% | Added |
| Teachers Retirement System of the State of Kentucky | 2,598 | $125.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 3,000 | $144.0K | 0.00% | +3,000 | New |
| Public Employees Retirement Association of Colorado | 3,296 | $159.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,600 | $173.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,738 | $180.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,747 | $228.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,780 | $230.0K | 0.00% | 00.0% | Unchanged |
| White Pine Capital LLC | 4,945 | $238.0K | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,404 | $260.0K | 0.00% | −200−3.6% | Reduced |
| Maryland State Retirement & Pension System | 5,459 | $263.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,970 | $287.0K | 0.00% | −5,630−48.5% | Reduced |
| Financial Perspectives, Inc | 6,014 | $289.6K | 0.14% | −5,090−45.8% | Reduced |
| BNP Paribas Arbitrage, SA | 6,230 | $300.0K | 0.00% | −7,106−53.3% | Reduced |
| Lido Advisors, LLC | 6,524 | $314.0K | 0.01% | +2,763+73.5% | Added |
| Allianz Asset Management GmbH | 6,622 | $318.0K | 0.00% | −10.0% | Reduced |
| Louisiana State Employees Retirement System | 6,700 | $323.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 7,128 | $343.0K | 0.00% | −167−2.3% | Reduced |
| Victory Capital Management Inc | 7,319 | $352.0K | 0.00% | +81+1.1% | Added |
| Manufacturers Life Insurance Company, The | 7,400 | $356.0K | 0.00% | +70+1.0% | Added |
| Putnam Investments LLC | 7,582 | $365.0K | 0.00% | +7,582 | New |
| Bank of Montreal | 7,772 | $379.0K | 0.00% | −476−5.8% | Reduced |
| State Board of Administration of Florida Retirement System | 7,909 | $381.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 8,000 | $385.0K | 0.02% | −600−7.0% | Reduced |
| Diversified Trust Co | 8,212 | $395.0K | 0.01% | +1,407+20.7% | Added |
| American International Group, Inc. | 8,251 | $397.0K | 0.00% | −265−3.1% | Reduced |
| Deutsche Bank AG | 8,817 | $424.0K | 0.00% | +455+5.4% | Added |
| Price T Rowe Associates Inc | 9,214 | $444.0K | 0.00% | −3,583−28.0% | Reduced |
| State of Alaska, Department of Revenue | 9,824 | $473.0K | 0.00% | −295−2.9% | Reduced |
| Texas Permanent School Fund | 10,000 | $482.0K | 0.01% | −262−2.6% | Reduced |
| US Bancorp | 10,027 | $483.0K | 0.00% | −113−1.1% | Reduced |
| Los Angeles Capital Management LLC | 10,094 | $486.0K | 0.00% | −2,112−17.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,484 | $505.0K | 0.01% | −34−0.3% | Reduced |
| Comerica Bank | 11,645 | $509.0K | 0.00% | −938−7.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 10,597 | $510.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,595 | $510.0K | 0.00% | +6,047+133.0% | Added |
| Citigroup Inc | 10,615 | $511.0K | 0.00% | +3,272+44.6% | Added |
| Exchange Traded Concepts, LLC | 10,666 | $514.0K | 0.01% | +192+1.8% | Added |
| New York State Common Retirement Fund | 10,912 | $525.0K | 0.00% | −31−0.3% | Reduced |
| State of Tennessee, Treasury Department | 11,148 | $536.0K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 11,289 | $544.0K | 0.00% | +76+0.7% | Added |
| Great West Life Assurance Co | 11,565 | $556.0K | 0.00% | −695−5.7% | Reduced |
| JPMorgan Chase & Co | 11,925 | $574.0K | 0.00% | −437−3.5% | Reduced |
| Tudor Investment Corp Et Al | 12,061 | $581.0K | 0.01% | +4,998+70.8% | Added |
| RBF Capital, LLC | 12,232 | $589.0K | 0.04% | 00.0% | Unchanged |
| Algert Global LLC | 12,360 | $595.0K | 0.07% | +1,200+10.8% | Added |
| Yousif Capital Management, LLC | 12,472 | $601.0K | 0.01% | +12,472 | New |
| Virginia Retirement Systems Et Al | 12,900 | $621.0K | 0.01% | −4,500−25.9% | Reduced |
| Hancock Whitney Corp | 13,071 | $629.0K | 0.02% | −265−2.0% | Reduced |
| SG Americas Securities, LLC | 13,212 | $636.0K | 0.00% | +117+0.9% | Added |
| Voya Investment Management LLC | 14,167 | $683.0K | 0.00% | +2,960+26.4% | Added |
| Prudential Financial Inc | 14,676 | $707.0K | 0.00% | −633−4.1% | Reduced |
| Two Sigma Investments, LP | 14,796 | $712.0K | 0.00% | −1,091−6.9% | Reduced |
| Jupiter Asset Management Ltd | 15,621 | $748.0K | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 15,556 | $750.0K | 0.01% | −201−1.3% | Reduced |
| Cetera Advisor Networks LLC | 15,577 | $750.0K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 15,830 | $762.0K | 0.00% | −8,232−34.2% | Reduced |
| Gsa Capital Partners LLP | 16,235 | $782.0K | 0.10% | +8,236+103.0% | Added |
| Sit Investment Associates Inc | 16,624 | $800.0K | 0.02% | 00.0% | Unchanged |
| Credit Suisse AG | 17,625 | $849.0K | 0.00% | −564−3.1% | Reduced |
| UBS Asset Management Americas Inc | 17,818 | $857.9K | 0.00% | +244+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 18,304 | $881.0K | 0.00% | +18,304 | New |
| California State Teachers Retirement System | 19,072 | $918.0K | 0.00% | +506+2.7% | Added |
| Alliancebernstein L.P. | 19,119 | $921.0K | 0.00% | +80.0% | Added |
| Barclays PLC | 19,159 | $922.0K | 0.00% | +5,481+40.1% | Added |