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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 2022

Institutional positions in Surmodics Inc as of Dec 31, 2022. 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
122
−2 vs. Q3 2022
Shares held
12.9M
−12.7K (−0.1%) vs. Q3 2022
Total value
$438.6M
+$47.4M (+12.1%) vs. Q3 2022
New holders
6
47 more added
Sold out
8
38 more reduced

Compare with Q3 2022: 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 2022: 122 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 2022: $438.6M
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 2022

Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q3 2022.

Institutions holding SRDX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.7$00.00%00.0%Unchanged
Covestor Ltd1$00.00%00.0%Unchanged
GWM Advisors LLC749$260.00%+749New
Parkside Financial Bank & Trust4$1360.00%00.0%Unchanged
Versant Capital Management, Inc6$2050.00%00.0%Unchanged
Lindbrook Capital, LLC7$2390.00%−174−96.1%Reduced
Farmers & Merchants Investments Inc9$3070.00%00.0%Unchanged
CWM, LLC38$1.00K0.00%+14+58.3%Added
Massmutual Trust Co FSB43$1.00K0.00%+43New
TCI Wealth Advisors, Inc.33$1.13K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC53$1.81K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$2.55K0.00%+100New
Advisor Group Holdings, Inc.199$6.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC225$7.68K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC393$13.4K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.434$14.8K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)461$16.0K0.00%−4,416−90.5%Reduced
Nisa Investment Advisors, LLC507$17.0K0.00%+17+3.5%Added
The PNC Financial Services Group, Inc.565$19.3K0.00%−102−15.3%Reduced
Wells Fargo & Company607$20.7K0.00%−423−41.1%Reduced
Manchester Capital Management LLC775$26.4K0.00%00.0%Unchanged
Quadrant Capital Group LLC837$28.6K0.00%+168+25.1%Added
Ameritas Investment Partners, Inc.1,145$30.9K0.00%00.0%Unchanged
Metropolitan Life Insurance Co980$33.4K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)1,079$36.8K0.00%00.0%Unchanged
KBC Group NV1,102$38.0K0.00%00.0%Unchanged
Virtus Investment Advisers, Inc.2,009$68.5K0.05%00.0%Unchanged
Allspring Global Investments Holdings, LLC2,119$72.3K0.00%−3,201−60.2%Reduced
BNP Paribas Arbitrage, SA2,248$76.7K0.00%−2,606−53.7%Reduced
Public Employees Retirement Association of Colorado3,296$112.0K0.00%00.0%Unchanged
STRS Ohio3,600$122.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky4,293$147.0K0.00%+1,442+50.6%Added
UBS Group AG4,315$147.2K0.00%+2,025+88.4%Added
Oregon Public Employees Retirement Fund4,645$158.5K0.00%+41+0.9%Added
Bank of Montreal5,603$202.4K0.00%−932−14.3%Reduced
Financial Perspectives, Inc6,014$205.2K0.11%00.0%Unchanged
Citadel Advisors LLC6,071$207.1K0.00%−3,558−37.0%Reduced
XTX Topco Ltd6,307$215.2K0.05%+6,307New
Amalgamated Bank6,343$216.0K0.00%−351−5.2%Reduced
Martingale Asset Management L P6,603$225.3K0.00%−750−10.2%Reduced
Barclays PLC6,673$227.7K0.00%+3,059+84.6%Added
Louisiana State Employees Retirement System6,700$229.0K0.01%00.0%Unchanged
Deutsche Bank AG6,853$233.8K0.00%+119+1.8%Added
American International Group, Inc.7,435$253.7K0.00%−58−0.8%Reduced
MetLife Investment Management7,505$256.1K0.00%00.0%Unchanged
Engineers Gate Manager LP7,632$260.4K0.02%−513−6.3%Reduced
Hancock Whitney Corp7,891$269.0K0.01%−2,578−24.6%Reduced
State Board of Administration of Florida Retirement System7,909$269.9K0.00%00.0%Unchanged
Two Sigma Investments, LP8,145$277.9K0.00%+8,145New
Ensign Peak Advisors, Inc8,370$285.6K0.00%+2,400+40.2%Added
Citigroup Inc8,391$286.3K0.00%+1,747+26.3%Added
Virginia Retirement Systems Et Al8,600$293.4K0.00%−100−1.1%Reduced
Comerica Bank8,220$295.0K0.00%−2,470−23.1%Reduced
Yousif Capital Management, LLC8,824$301.1K0.00%−2,595−22.7%Reduced
Voya Investment Management LLC9,301$317.4K0.00%−67−0.7%Reduced
Texas Permanent School Fund9,342$319.0K0.00%−664−6.6%Reduced
State of Alaska, Department of Revenue9,752$332.0K0.00%+56+0.6%Added
New York State Common Retirement Fund10,800$368.5K0.00%00.0%Unchanged
Bank of America Corp11,210$382.5K0.00%+5,502+96.4%Added
Jupiter Asset Management Ltd11,541$391.7K0.01%00.0%Unchanged
US Bancorp12,123$413.6K0.00%+1,588+15.1%Added
RBF Capital, LLC12,232$416.0K0.03%00.0%Unchanged
New York Life Investment Management LLC12,516$427.0K0.00%+1,414+12.7%Added
JPMorgan Chase & Co13,123$449.0K0.00%+954+7.8%Added
Prudential Financial Inc14,112$481.5K0.00%−195−1.4%Reduced
Thrivent Financial for Lutherans14,366$490.0K0.00%−111−0.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,989$511.0K0.00%+2,229+17.5%Added
Cetera Advisor Networks LLC15,427$526.4K0.00%00.0%Unchanged
State of Tennessee, Treasury Department15,646$534.0K0.00%−3,323−17.5%Reduced
Sit Investment Associates Inc16,624$567.0K0.02%00.0%Unchanged
California State Teachers Retirement System17,602$600.6K0.00%+184+1.1%Added
Great West Life Assurance Co17,737$603.0K0.00%+2,017+12.8%Added
D. E. Shaw & Co., Inc.18,429$628.8K0.00%+3,939+27.2%Added
UBS Asset Management Americas Inc18,441$629.2K0.00%+449+2.5%Added
Russell Investments Group, Ltd.19,108$652.0K0.00%+93+0.5%Added
Alliancebernstein L.P.19,208$655.4K0.00%+413+2.2%Added
Divisadero Street Capital Management, LP19,837$676.8K0.51%+19,837New
Two Sigma Advisers, LP20,130$686.8K0.00%+100+0.5%Added
Tudor Investment Corp Et Al22,507$768.0K0.02%+7,083+45.9%Added
Credit Suisse AG23,717$809.2K0.00%+5,842+32.7%Added
Assenagon Asset Management S.A.24,358$831.0K0.00%00.0%Unchanged
Public Sector Pension Investment Board25,479$869.3K0.01%−419−1.6%Reduced
White Pine Capital LLC29,383$1.00M0.39%+19,449+195.8%Added
New York State Teachers Retirement System30,826$1.05M0.00%−300−1.0%Reduced
Jacobs Levy Equity Management, Inc32,448$1.11M0.01%−7,894−19.6%Reduced
Swiss National Bank33,800$1.15M0.00%+900+2.7%Added
Legal & General Group Plc35,644$1.22M0.00%+500+1.4%Added
Murphy Pohlad Asset Management LLC38,238$1.30M0.53%−3,924−9.3%Reduced
Rhumbline Advisers39,220$1.34M0.00%+837+2.2%Added
Nuveen Asset Management, LLC44,876$1.53M0.00%+255+0.6%Added
Norges Bank46,300$1.58M0.00%+26,500+133.8%Added
Teton Advisors, Inc.47,500$1.62M0.42%−2,500−5.0%Reduced
Royal Bank of Canada49,856$1.70M0.00%+4,402+9.7%Added
Gabelli Funds LLC51,500$1.76M0.01%00.0%Unchanged
Mairs & Power Inc52,764$1.80M0.02%−10,320−16.4%Reduced
SEI Investments Co61,228$2.09M0.00%00.0%Unchanged
Gamco Investors, Inc. Et Al62,152$2.12M0.02%+2,352+3.9%Added
Invesco Ltd.65,374$2.23M0.00%+6,492+11.0%Added
FMR LLC70,915$2.42M0.00%+200+0.3%Added
Rice Hall James & Associates, LLC83,682$2.86M0.16%−3,430−3.9%Reduced