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, Q2 2023
Institutional positions in Surmodics Inc as of Jun 30, 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
- 105
- −14 vs. Q1 2023
- Shares held
- 12.3M
- −251.6K (−2.0%) vs. Q1 2023
- Total value
- $385.0M
- +$99.0M (+34.6%) vs. Q1 2023
- New holders
- 7
- 37 more added
- Sold out
- 21
- 36 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 6 | $188 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $219 | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 9 | $282 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $344 | 0.00% | +4+57.1% | Added |
| O'Dell Group, LLC | 20 | $627 | 0.00% | +20 | New |
| The PNC Financial Services Group, Inc. | 43 | $1.35K | 0.00% | −616−93.5% | Reduced |
| Prestige Wealth Management Group LLC | 53 | $1.66K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $3.13K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 177 | $5.54K | 0.00% | −35−16.5% | Reduced |
| Tower Research Capital LLC (TRC) | 191 | $5.98K | 0.00% | −2,151−91.8% | Reduced |
| JFS Wealth Advisors, LLC | 225 | $7.04K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 238 | $7.45K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 253 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 356 | $11.0K | 0.00% | −11−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 393 | $12.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 749 | $23.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 775 | $24.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 777 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,145 | $35.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,410 | $44.1K | 0.00% | +60+4.4% | Added |
| Legal & General Group Plc | 1,654 | $51.8K | 0.00% | −2,508−60.3% | Reduced |
| Point72 Asset Management, L.P. | 1,678 | $52.5K | 0.00% | −8,977−84.3% | Reduced |
| Amalgamated Bank | 2,089 | $65.0K | 0.00% | +197+10.4% | Added |
| Barclays PLC | 2,739 | $85.8K | 0.00% | −4,157−60.3% | Reduced |
| Quantbot Technologies LP | 2,995 | $93.8K | 0.01% | −13,248−81.6% | Reduced |
| Public Employees Retirement Association of Colorado | 3,296 | $103.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,600 | $112.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,601 | $112.7K | 0.00% | −5,898−62.1% | Reduced |
| Citigroup Inc | 4,144 | $129.7K | 0.00% | +3,775+1,023.0% | Added |
| California State Teachers Retirement System | 4,581 | $143.4K | 0.00% | −12,821−73.7% | Reduced |
| New York State Common Retirement Fund | 5,706 | $178.7K | 0.00% | +106+1.9% | Added |
| Wells Fargo & Company | 5,850 | $183.2K | 0.00% | +3,212+121.8% | Added |
| Deutsche Bank AG | 5,969 | $186.9K | 0.00% | −6,601−52.5% | Reduced |
| Financial Perspectives, Inc | 6,014 | $188.3K | 0.08% | 00.0% | Unchanged |
| American International Group, Inc. | 6,629 | $207.6K | 0.00% | +50+0.8% | Added |
| Franklin Resources Inc | 6,834 | $214.0K | 0.00% | +6,834 | New |
| Qube Research & Technologies Ltd | 7,012 | $219.5K | 0.00% | −27,559−79.7% | Reduced |
| Bank of Montreal | 7,159 | $225.4K | 0.00% | −7,420−50.9% | Reduced |
| Invesco Ltd. | 7,333 | $229.6K | 0.00% | +7,333 | New |
| Dynamic Technology Lab Private Ltd | 7,334 | $230.0K | 0.03% | +7,334 | New |
| MetLife Investment Management | 7,505 | $235.0K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 7,592 | $237.7K | 0.02% | +7,592 | New |
| Verition Fund Management LLC | 8,100 | $253.6K | 0.00% | −14,002−63.4% | Reduced |
| US Bancorp | 9,838 | $308.0K | 0.00% | 00.0% | Unchanged |
| Mairs & Power Inc | 10,000 | $313.1K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $313.1K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 11,020 | $345.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 12,403 | $388.3K | 0.01% | −23,478−65.4% | Reduced |
| JPMorgan Chase & Co | 12,963 | $405.9K | 0.00% | −1,670−11.4% | Reduced |
| XTX Topco Ltd | 13,332 | $417.4K | 0.07% | −8,538−39.0% | Reduced |
| Los Angeles Capital Management LLC | 14,010 | $438.7K | 0.00% | +14,010 | New |
| UBS Group AG | 14,486 | $453.6K | 0.00% | +7,513+107.7% | Added |
| UBS Asset Management Americas Inc | 21,113 | $481.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 15,427 | $483.0K | 0.00% | −24−0.2% | Reduced |
| Alliancebernstein L.P. | 16,241 | $508.5K | 0.00% | +1,520+10.3% | Added |
| Sit Investment Associates Inc | 16,624 | $520.0K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,121 | $567.4K | 0.00% | +219+1.2% | Added |
| Bank of America Corp | 18,362 | $574.9K | 0.00% | −6,523−26.2% | Reduced |
| Walleye Capital LLC | 19,949 | $624.6K | 0.01% | +3,959+24.8% | Added |
| Assenagon Asset Management S.A. | 24,358 | $762.6K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 25,093 | $785.7K | 0.03% | −50,036−66.6% | Reduced |
| State of Wisconsin Investment Board | 30,300 | $948.7K | 0.00% | +15,532+105.2% | Added |
| HRT Financial LP | 31,127 | $974.0K | 0.01% | −17,776−36.3% | Reduced |
| Cubist Systematic Strategies, LLC | 33,210 | $1.04M | 0.01% | −44,197−57.1% | Reduced |
| Two Sigma Investments, LP | 38,211 | $1.20M | 0.00% | −16,642−30.3% | Reduced |
| Squarepoint Ops LLC | 41,269 | $1.29M | 0.01% | +2,678+6.9% | Added |
| White Pine Capital LLC | 42,964 | $1.35M | 0.50% | +9,089+26.8% | Added |
| Trexquant Investment LP | 43,491 | $1.36M | 0.04% | +18,308+72.7% | Added |
| FMR LLC | 46,220 | $1.45M | 0.00% | −18,686−28.8% | Reduced |
| Teton Advisors, Inc. | 46,400 | $1.45M | 0.40% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 48,737 | $1.53M | 0.00% | +6,430+15.2% | Added |
| Bank of New York Mellon Corp | 51,223 | $1.60M | 0.00% | +660+1.3% | Added |
| Gabelli Funds LLC | 53,000 | $1.66M | 0.01% | +600+1.1% | Added |
| SEI Investments Co | 55,437 | $1.74M | 0.00% | −6,200−10.1% | Reduced |
| Royal Bank of Canada | 55,677 | $1.74M | 0.00% | +6,658+13.6% | Added |
| Nuveen Asset Management, LLC | 57,070 | $1.79M | 0.00% | +12,603+28.3% | Added |
| Morgan Stanley | 60,564 | $1.90M | 0.00% | −4,472−6.9% | Reduced |
| Russell Investments Group, Ltd. | 61,136 | $1.91M | 0.00% | +7,350+13.7% | Added |
| Marshall Wace, LLP | 61,205 | $1.92M | 0.00% | +18,441+43.1% | Added |
| Goldman Sachs Group Inc | 63,118 | $1.98M | 0.00% | −102,445−61.9% | Reduced |
| Two Sigma Advisers, LP | 70,530 | $2.21M | 0.01% | +17,900+34.0% | Added |
| Rice Hall James & Associates, LLC | 73,106 | $2.29M | 0.13% | −9,533−11.5% | Reduced |
| Gamco Investors, Inc. Et Al | 76,900 | $2.41M | 0.03% | +400+0.5% | Added |
| D. E. Shaw & Co., Inc. | 80,159 | $2.51M | 0.00% | −18,551−18.8% | Reduced |
| Charles Schwab Investment Management Inc | 105,948 | $3.32M | 0.00% | +2,818+2.7% | Added |
| Arrowstreet Capital, Limited Partnership | 116,947 | $3.66M | 0.00% | +599+0.5% | Added |
| Salem Investment Counselors Inc | 129,990 | $4.07M | 0.15% | +1,515+1.2% | Added |
| Northern Trust Corp | 135,075 | $4.23M | 0.00% | −44,827−24.9% | Reduced |
| Citadel Advisors LLC | 135,327 | $4.24M | 0.00% | +26,072+23.9% | Added |
| Jacobs Levy Equity Management, Inc | 159,945 | $5.01M | 0.03% | +47,201+41.9% | Added |
| Susquehanna International Group, LLP | 186,007 | $5.82M | 0.01% | −15,285−7.6% | Reduced |
| State Street Corp | 253,563 | $7.94M | 0.00% | −106,217−29.5% | Reduced |
| Geode Capital Management, LLC | 276,373 | $8.65M | 0.00% | +11,532+4.4% | Added |
| Royce & Associates LP | 288,605 | $9.04M | 0.09% | −1,516−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 293,359 | $9.19M | 0.21% | +203,832+227.7% | Added |
| Acadian Asset Management LLC | 298,726 | $9.35M | 0.04% | +17,253+6.1% | Added |
| Dimensional Fund Advisors LP | 372,013 | $11.6M | 0.00% | −51,738−12.2% | Reduced |
| Segall Bryant & Hamill, LLC | 379,848 | $11.9M | 0.12% | +53,912+16.5% | Added |
| Disciplined Growth Investors Inc | 407,080 | $12.7M | 0.29% | +2,089+0.5% | Added |
| Renaissance Technologies LLC | 591,138 | $18.5M | 0.03% | −41,894−6.6% | Reduced |