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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, 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.

Institutional holdersQ4 2021: 148 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 heldQ4 2021: $606.7M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q3 2021.

Institutions holding SRDX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Perspectives, Inc6,014$289.6K0.14%−5,090−45.8%Reduced
Ensign Peak Advisors, Inc5,970$287.0K0.00%−5,630−48.5%Reduced
Maryland State Retirement & Pension System5,459$263.0K0.01%00.0%Unchanged
Oregon Public Employees Retirement Fund5,404$260.0K0.00%−200−3.6%Reduced
White Pine Capital LLC4,945$238.0K0.07%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.4,780$230.0K0.00%00.0%Unchanged
MetLife Investment Management4,747$228.6K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,738$180.0K0.00%00.0%Unchanged
STRS Ohio3,600$173.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado3,296$159.0K0.00%00.0%Unchanged
Canada Pension Plan Investment Board3,000$144.0K0.00%+3,000New
Teachers Retirement System of the State of Kentucky2,598$125.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC1,896$91.0K0.00%+47+2.5%Added
Captrust Financial Advisors1,856$89.0K0.00%+28+1.5%Added
Marshall Wace, LLP1,725$83.0K0.00%+1,725New
KBC Group NV1,610$78.0K0.00%−3,684−69.6%Reduced
Tower Research Capital LLC (TRC)1,181$57.0K0.00%+416+54.4%Added
Ameritas Investment Partners, Inc.1,145$55.0K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC1,108$53.0K0.00%+1,108New
Zurcher Kantonalbank (Zurich Cantonalbank)1,079$52.0K0.00%00.0%Unchanged
First Quadrant L P1,044$50.0K0.01%−267−20.4%Reduced
Simplex Trading, LLC900$43.0K0.00%+900New
Sphinx Trading, LP800$39.0K0.04%+800New
Manchester Capital Management LLC775$37.0K0.00%00.0%Unchanged
Eaton Vance Management753$36.0K0.00%−76−9.2%Reduced
The PNC Financial Services Group, Inc.722$35.0K0.00%−36−4.7%Reduced
State of Wyoming596$29.0K0.01%+596New
Sutton Wealth Advisors Inc.421$20.3K0.01%+3+0.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC393$18.0K0.00%−393−50.0%Reduced
Nisa Investment Advisors, LLC400$18.0K0.00%+400New
AdvisorNet Financial, Inc350$17.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.246$12.0K0.00%+142+136.5%Added
JFS Wealth Advisors, LLC225$11.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC200$10.0K0.02%+200New
Macquarie Group Ltd138$7.00K0.00%00.0%Unchanged
Versant Capital Management, Inc144$7.00K0.00%00.0%Unchanged
Bessemer Group Inc75$4.00K0.00%+75New
Gemmer Asset Management LLC56$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC53$3.00K0.00%00.0%Unchanged
CWM, LLC55$3.00K0.00%+55New
TCI Wealth Advisors, Inc.33$2.00K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota47$2.00K0.00%+47New
Sageworth Trust Co16$1.00K0.00%−54−77.1%Reduced
Parkside Financial Bank & Trust28$1.00K0.00%−3−9.7%Reduced
Quadrant Capital Group LLC22$1.00K0.00%−21−48.8%Reduced
Tarbox Family Office, Inc.19$1.00K0.00%00.0%Unchanged
O'Dell Group, LLC20$1.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC7$00.00%00.0%Unchanged
Adage Capital Partners GP, L.L.C.0$00.00%−100,000−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−51,351−100.0%Sold out
Winton Group Ltd0$00.00%−11,577−100.0%Sold out
Engineers Gate Manager LP0$00.00%−10,160−100.0%Sold out
Citadel Advisors LLC0$00.00%−9,350−100.0%Sold out
Meristem Family Wealth, LLC0$00.00%−8,414−100.0%Sold out
Raymond James & Associates0$00.00%−7,825−100.0%Sold out
Franklin Resources Inc0$00.00%−7,128−100.0%Sold out
HRT Financial LP0$00.00%−6,655−100.0%Sold out
Zebra Capital Management LLC0$00.00%−4,293−100.0%Sold out
6 Meridian0$00.00%−3,871−100.0%Sold out
Arizona State Retirement System0$00.00%−3,778−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−832−100.0%Sold out
Harbour Investments, Inc.0$00.00%−300−100.0%Sold out
Kowal Investment Group, LLC0$00.00%−300−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−265−100.0%Sold out
Signaturefd, LLC0$00.00%−45−100.0%Sold out
Meeder Asset Management Inc0$00.00%−18−100.0%Sold out
Fifth Third Bancorp0$00.00%−8−100.0%Sold out