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, Q3 2023
Institutional positions in Surmodics Inc as of Sep 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
- 104
- −1 vs. Q2 2023
- Shares held
- 12.3M
- −14.5K (−0.1%) vs. Q2 2023
- Total value
- $394.6M
- +$9.61M (+2.5%) vs. Q2 2023
- New holders
- 11
- 34 more added
- Sold out
- 12
- 34 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 6 | $193 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $289 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 43 | $1.38K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 51 | $1.64K | 0.00% | −4,093−98.8% | Reduced |
| Prestige Wealth Management Group LLC | 53 | $1.70K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 61 | $1.96K | 0.00% | +61 | New |
| New England Capital Financial Advisors LLC | 100 | $3.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 225 | $7.22K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 253 | $8.12K | 0.00% | +253 | New |
| CWM, LLC | 356 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 393 | $12.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 473 | $15.2K | 0.00% | +296+167.2% | Added |
| GWM Advisors LLC | 749 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 775 | $24.9K | 0.00% | +584+305.8% | Added |
| Manchester Capital Management LLC | 775 | $24.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 777 | $24.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,145 | $36.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,410 | $45.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,537 | $49.3K | 0.00% | −117−7.1% | Reduced |
| Amalgamated Bank | 2,089 | $67.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,417 | $77.6K | 0.00% | −322−11.8% | Reduced |
| Wells Fargo & Company | 2,857 | $91.7K | 0.00% | −2,993−51.2% | Reduced |
| California State Teachers Retirement System | 3,039 | $97.5K | 0.00% | −1,542−33.7% | Reduced |
| Public Employees Retirement Association of Colorado | 3,042 | $98.0K | 0.00% | −254−7.7% | Reduced |
| STRS Ohio | 3,600 | $115.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,950 | $126.8K | 0.01% | +3,950 | New |
| Lazard Asset Management LLC | 4,646 | $149.0K | 0.00% | +4,646 | New |
| New York State Common Retirement Fund | 5,748 | $184.5K | 0.00% | +42+0.7% | Added |
| Financial Perspectives, Inc | 6,014 | $193.0K | 0.09% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 6,060 | $194.5K | 0.00% | −952−13.6% | Reduced |
| Invesco Ltd. | 6,399 | $205.3K | 0.00% | −934−12.7% | Reduced |
| Franklin Resources Inc | 6,857 | $220.0K | 0.00% | +23+0.3% | Added |
| American International Group, Inc. | 6,873 | $220.6K | 0.00% | +244+3.7% | Added |
| Jump Financial, LLC | 7,000 | $224.6K | 0.01% | −5,403−43.6% | Reduced |
| Deutsche Bank AG | 7,077 | $227.1K | 0.00% | +1,108+18.6% | Added |
| MetLife Investment Management | 7,505 | $240.8K | 0.00% | 00.0% | Unchanged |
| Man Group plc | – | $253.6K | 0.00% | – | New |
| Moody National Bank Trust Division | 9,010 | $289.1K | 0.02% | +1,418+18.7% | Added |
| Bank of Montreal | 7,590 | $290.0K | 0.00% | +431+6.0% | Added |
| ExodusPoint Capital Management, LP | 9,835 | $316.0K | 0.00% | +9,835 | New |
| US Bancorp | 9,997 | $320.8K | 0.00% | +159+1.6% | Added |
| Mairs & Power Inc | 10,000 | $320.9K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $320.9K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,040 | $322.0K | 0.03% | +2,706+36.9% | Added |
| UBS Group AG | 10,174 | $326.5K | 0.00% | −4,312−29.8% | Reduced |
| JPMorgan Chase & Co | 11,699 | $375.4K | 0.00% | −1,264−9.8% | Reduced |
| Putnam Investments LLC | 11,989 | $384.7K | 0.00% | +11,989 | New |
| BNP Paribas Arbitrage, SA | 14,339 | $460.1K | 0.00% | +10,738+298.2% | Added |
| Cetera Advisor Networks LLC | 15,480 | $496.8K | 0.00% | +53+0.3% | Added |
| Alliancebernstein L.P. | 15,721 | $504.5K | 0.00% | −520−3.2% | Reduced |
| Sit Investment Associates Inc | 16,624 | $533.0K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,051 | $579.2K | 0.00% | −70−0.4% | Reduced |
| Gsa Capital Partners LLP | 20,367 | $654.0K | 0.06% | +20,367 | New |
| Engineers Gate Manager LP | 20,842 | $668.8K | 0.02% | −4,251−16.9% | Reduced |
| Panagora Asset Management Inc | 21,285 | $683.0K | 0.00% | +21,285 | New |
| XTX Topco Ltd | 22,094 | $709.0K | 0.12% | +8,762+65.7% | Added |
| State of Wisconsin Investment Board | 22,500 | $722.0K | 0.00% | −7,800−25.7% | Reduced |
| Assenagon Asset Management S.A. | 24,333 | $780.8K | 0.00% | −25−0.1% | Reduced |
| Two Sigma Investments, LP | 24,543 | $787.6K | 0.00% | −13,668−35.8% | Reduced |
| Trexquant Investment LP | 26,623 | $854.3K | 0.02% | −16,868−38.8% | Reduced |
| Tudor Investment Corp Et Al | 33,996 | $1.09M | 0.02% | +33,996 | New |
| HRT Financial LP | 34,280 | $1.10M | 0.01% | +3,153+10.1% | Added |
| Los Angeles Capital Management LLC | 34,916 | $1.12M | 0.00% | +20,906+149.2% | Added |
| Squarepoint Ops LLC | 40,993 | $1.32M | 0.01% | −276−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 41,611 | $1.33M | 0.00% | −75,336−64.4% | Reduced |
| White Pine Capital LLC | 43,275 | $1.39M | 0.56% | +311+0.7% | Added |
| Teton Advisors, Inc. | 46,400 | $1.49M | 0.46% | 00.0% | Unchanged |
| FMR LLC | 47,507 | $1.52M | 0.00% | +1,287+2.8% | Added |
| D. E. Shaw & Co., Inc. | 50,492 | $1.62M | 0.00% | −29,667−37.0% | Reduced |
| Bank of New York Mellon Corp | 50,684 | $1.63M | 0.00% | −539−1.1% | Reduced |
| Ameriprise Financial Inc | 50,815 | $1.63M | 0.00% | +2,078+4.3% | Added |
| Gabelli Funds LLC | 53,000 | $1.70M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 54,530 | $1.75M | 0.00% | −16,000−22.7% | Reduced |
| SEI Investments Co | 55,437 | $1.78M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 57,674 | $1.85M | 0.00% | +1,997+3.6% | Added |
| Marshall Wace, LLP | 61,744 | $1.98M | 0.00% | +539+0.9% | Added |
| Granite Investment Partners, LLC | 61,992 | $1.99M | 0.08% | +61,992 | New |
| Goldman Sachs Group Inc | 62,741 | $2.01M | 0.00% | −377−0.6% | Reduced |
| Russell Investments Group, Ltd. | 63,779 | $2.05M | 0.00% | +2,643+4.3% | Added |
| Rice Hall James & Associates, LLC | 72,955 | $2.34M | 0.15% | −151−0.2% | Reduced |
| Citadel Advisors LLC | 74,390 | $2.39M | 0.00% | −60,937−45.0% | Reduced |
| Gamco Investors, Inc. Et Al | 74,600 | $2.39M | 0.03% | −2,300−3.0% | Reduced |
| Nuveen Asset Management, LLC | 101,540 | $3.26M | 0.00% | +44,470+77.9% | Added |
| Charles Schwab Investment Management Inc | 110,000 | $3.53M | 0.00% | +4,052+3.8% | Added |
| Morgan Stanley | 122,874 | $3.94M | 0.00% | +62,310+102.9% | Added |
| Salem Investment Counselors Inc | 128,240 | $4.12M | 0.16% | −1,750−1.3% | Reduced |
| Susquehanna International Group, LLP | 128,248 | $4.12M | 0.01% | −57,759−31.1% | Reduced |
| Northern Trust Corp | 136,983 | $4.40M | 0.00% | +1,908+1.4% | Added |
| Jacobs Levy Equity Management, Inc | 139,808 | $4.49M | 0.03% | −20,137−12.6% | Reduced |
| Bank of America Corp | 220,674 | $7.08M | 0.00% | +202,312+1,101.8% | Added |
| Kennedy Capital Management, Inc. | 229,782 | $7.37M | 0.18% | −63,577−21.7% | Reduced |
| Geode Capital Management, LLC | 285,258 | $9.16M | 0.00% | +8,885+3.2% | Added |
| Royce & Associates LP | 288,605 | $9.26M | 0.09% | 00.0% | Unchanged |
| State Street Corp | 297,061 | $9.53M | 0.00% | +43,498+17.2% | Added |
| Acadian Asset Management LLC | 354,738 | $11.4M | 0.05% | +56,012+18.8% | Added |
| Dimensional Fund Advisors LP | 377,167 | $12.1M | 0.00% | +5,154+1.4% | Added |
| Segall Bryant & Hamill, LLC | 402,755 | $12.9M | 0.15% | +22,907+6.0% | Added |
| Renaissance Technologies LLC | 578,065 | $18.6M | 0.03% | −13,073−2.2% | Reduced |
| Disciplined Growth Investors Inc | 595,703 | $19.1M | 0.45% | +188,623+46.3% | Added |
| Millennium Management LLC | 707,599 | $22.7M | 0.02% | −307,649−30.3% | Reduced |