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, Q1 2023
Institutional positions in Surmodics Inc as of Mar 31, 2023. 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
- 119
- −2 vs. Q4 2022
- Shares held
- 12.6M
- −291.4K (−2.3%) vs. Q4 2022
- Total value
- $286.0M
- −$152.3M (−34.7%) vs. Q4 2022
- New holders
- 28
- 41 more added
- Sold out
- 30
- 33 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 6 | $137 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $159 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $205 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 19 | $433 | 0.00% | +19 | New |
| Signaturefd, LLC | 25 | $570 | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 53 | $1.21K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 212 | $4.83K | 0.00% | +13+6.5% | Added |
| Simplex Trading, LLC | 231 | $5.00K | 0.00% | +231 | New |
| JFS Wealth Advisors, LLC | 225 | $5.13K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 232 | $5.29K | 0.00% | +199+603.0% | Added |
| WealthPlan Investment Management, LLC | 238 | $5.42K | 0.00% | +238 | New |
| Teachers Retirement System of the State of Kentucky | 253 | $6.00K | 0.00% | −4,040−94.1% | Reduced |
| CWM, LLC | 367 | $8.00K | 0.00% | +329+865.8% | Added |
| Citigroup Inc | 369 | $8.41K | 0.00% | −8,022−95.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 393 | $8.95K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 659 | $15.0K | 0.00% | +94+16.6% | Added |
| GWM Advisors LLC | 749 | $17.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 775 | $17.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 777 | $17.7K | 0.00% | −203−20.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,079 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,145 | $26.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,350 | $31.0K | 0.00% | +843+166.3% | Added |
| Aquatic Capital Management LLC | 1,400 | $32.0K | 0.00% | +1,400 | New |
| Amalgamated Bank | 1,892 | $43.0K | 0.00% | −4,451−70.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,342 | $53.0K | 0.00% | +1,881+408.0% | Added |
| Wells Fargo & Company | 2,638 | $60.1K | 0.00% | +2,031+334.6% | Added |
| Point72 Middle East FZE | 2,989 | $68.1K | 0.00% | +2,989 | New |
| Public Employees Retirement Association of Colorado | 3,296 | $75.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,600 | $82.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,162 | $94.8K | 0.00% | −31,482−88.3% | Reduced |
| Great West Life Assurance Co | 4,462 | $102.0K | 0.00% | −13,275−74.8% | Reduced |
| New York State Common Retirement Fund | 5,600 | $127.6K | 0.00% | −5,200−48.1% | Reduced |
| Financial Perspectives, Inc | 6,014 | $137.0K | 0.07% | 00.0% | Unchanged |
| American International Group, Inc. | 6,579 | $149.9K | 0.00% | −856−11.5% | Reduced |
| Barclays PLC | 6,896 | $157.1K | 0.00% | +223+3.3% | Added |
| UBS Group AG | 6,973 | $158.8K | 0.00% | +2,658+61.6% | Added |
| MetLife Investment Management | 7,505 | $171.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 7,546 | $171.9K | 0.00% | −8,100−51.8% | Reduced |
| SG Americas Securities, LLC | 7,605 | $173.0K | 0.00% | +7,605 | New |
| Virginia Retirement Systems Et Al | 9,200 | $209.6K | 0.00% | +600+7.0% | Added |
| BNP Paribas Arbitrage, SA | 9,499 | $216.4K | 0.00% | +7,251+322.6% | Added |
| Mirabella Financial Services LLP | 9,589 | $218.4K | 0.05% | +9,589 | New |
| US Bancorp | 9,838 | $224.1K | 0.00% | −2,285−18.8% | Reduced |
| Mairs & Power Inc | 10,000 | $227.8K | 0.00% | −42,764−81.0% | Reduced |
| RBF Capital, LLC | 10,000 | $227.8K | 0.02% | −2,232−18.2% | Reduced |
| Point72 Asset Management, L.P. | 10,655 | $242.7K | 0.00% | +10,655 | New |
| Ensign Peak Advisors, Inc | 11,020 | $251.0K | 0.00% | +2,650+31.7% | Added |
| Deutsche Bank AG | 12,570 | $286.3K | 0.00% | +5,717+83.4% | Added |
| Nebula Research & Development LLC | 14,078 | $320.7K | 0.57% | +14,078 | New |
| JPMorgan Chase & Co | 14,633 | $333.0K | 0.00% | +1,510+11.5% | Added |
| Alliancebernstein L.P. | 14,721 | $335.3K | 0.00% | −4,487−23.4% | Reduced |
| Bank of Montreal | 14,579 | $336.0K | 0.00% | +8,976+160.2% | Added |
| State of Wisconsin Investment Board | 14,768 | $336.4K | 0.00% | +14,768 | New |
| Cetera Advisor Networks LLC | 15,451 | $352.0K | 0.00% | +24+0.2% | Added |
| Walleye Capital LLC | 15,990 | $364.3K | 0.01% | +15,990 | New |
| Quantbot Technologies LP | 16,243 | $370.0K | 0.03% | +16,243 | New |
| Sit Investment Associates Inc | 16,624 | $379.0K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 17,402 | $396.4K | 0.00% | −200−1.1% | Reduced |
| Rhumbline Advisers | 17,902 | $408.0K | 0.00% | −21,318−54.4% | Reduced |
| Graham Capital Management, L.P. | 19,328 | $440.3K | 0.02% | +19,328 | New |
| UBS Asset Management Americas Inc | 21,113 | $481.0K | 0.00% | +2,672+14.5% | Added |
| XTX Topco Ltd | 21,870 | $498.2K | 0.10% | +15,563+246.8% | Added |
| Verition Fund Management LLC | 22,102 | $503.5K | 0.01% | +22,102 | New |
| Assenagon Asset Management S.A. | 24,358 | $554.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 24,885 | $566.9K | 0.00% | +13,675+122.0% | Added |
| Tudor Investment Corp Et Al | 25,083 | $571.0K | 0.01% | +2,576+11.4% | Added |
| Credit Suisse AG | 25,136 | $572.6K | 0.00% | +1,419+6.0% | Added |
| Trexquant Investment LP | 25,183 | $573.7K | 0.02% | +25,183 | New |
| Ergoteles LLC | 28,680 | $653.3K | 0.03% | +28,680 | New |
| Swiss National Bank | 30,300 | $690.2K | 0.00% | −3,500−10.4% | Reduced |
| White Pine Capital LLC | 33,875 | $771.7K | 0.30% | +4,492+15.3% | Added |
| Qube Research & Technologies Ltd | 34,571 | $787.5K | 0.00% | +34,571 | New |
| Jump Financial, LLC | 35,881 | $817.4K | 0.03% | +35,881 | New |
| Squarepoint Ops LLC | 38,591 | $879.1K | 0.01% | +38,591 | New |
| Ameriprise Financial Inc | 42,307 | $963.8K | 0.00% | −52,404−55.3% | Reduced |
| Marshall Wace, LLP | 42,764 | $974.2K | 0.00% | +42,764 | New |
| Nuveen Asset Management, LLC | 44,467 | $1.01M | 0.00% | −409−0.9% | Reduced |
| Teton Advisors, Inc. | 46,400 | $1.06M | 0.28% | −1,100−2.3% | Reduced |
| HRT Financial LP | 48,903 | $1.11M | 0.01% | +48,903 | New |
| Royal Bank of Canada | 49,019 | $1.12M | 0.00% | −837−1.7% | Reduced |
| Bank of New York Mellon Corp | 50,563 | $1.15M | 0.00% | −68,690−57.6% | Reduced |
| Gabelli Funds LLC | 52,400 | $1.19M | 0.01% | +900+1.7% | Added |
| Two Sigma Advisers, LP | 52,630 | $1.20M | 0.00% | +32,500+161.5% | Added |
| Russell Investments Group, Ltd. | 53,786 | $1.23M | 0.00% | +34,678+181.5% | Added |
| Two Sigma Investments, LP | 54,853 | $1.25M | 0.00% | +46,708+573.5% | Added |
| SEI Investments Co | 61,637 | $1.40M | 0.00% | +409+0.7% | Added |
| Norges Bank | 63,000 | $1.44M | 0.00% | +16,700+36.1% | Added |
| FMR LLC | 64,906 | $1.48M | 0.00% | −6,009−8.5% | Reduced |
| Morgan Stanley | 65,036 | $1.48M | 0.00% | −19,723−23.3% | Reduced |
| Engineers Gate Manager LP | 75,129 | $1.71M | 0.07% | +67,497+884.4% | Added |
| Gamco Investors, Inc. Et Al | 76,500 | $1.74M | 0.02% | +14,348+23.1% | Added |
| Cubist Systematic Strategies, LLC | 77,407 | $1.76M | 0.02% | +77,407 | New |
| Rice Hall James & Associates, LLC | 82,639 | $1.88M | 0.11% | −1,043−1.2% | Reduced |
| Kennedy Capital Management, Inc. | 89,527 | $2.04M | 0.06% | +89,527 | New |
| Jane Street Group, LLC | 90,401 | $2.06M | 0.00% | +90,401 | New |
| D. E. Shaw & Co., Inc. | 98,710 | $2.25M | 0.00% | +80,281+435.6% | Added |
| Charles Schwab Investment Management Inc | 103,130 | $2.35M | 0.00% | −835−0.8% | Reduced |
| Citadel Advisors LLC | 109,255 | $2.49M | 0.00% | +103,184+1,699.6% | Added |
| Jacobs Levy Equity Management, Inc | 112,744 | $2.57M | 0.02% | +80,296+247.5% | Added |