Skip to main content

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 2023

Institutional positions in Surmodics Inc as of Dec 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
117
+13 vs. Q3 2023
Shares held
13.1M
+778.5K (+6.3%) vs. Q3 2023
Total value
$475.0M
+$80.4M (+20.4%) vs. Q3 2023
New holders
19
41 more added
Sold out
6
40 more reduced

Compare with Q3 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.

Institutional holdersQ4 2023: 117 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 2023: $475.0M
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 2023

Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q3 2023.

Institutions holding SRDX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc6$2180.00%00.0%Unchanged
Farmers & Merchants Investments Inc9$3270.00%00.0%Unchanged
O'Dell Group, LLC20$7270.00%+20New
Sachetta, LLC20$7270.00%+20New
Quest Partners LLC25$9090.00%+25New
The PNC Financial Services Group, Inc.39$1.42K0.00%−4−9.3%Reduced
Lindbrook Capital, LLC44$1.60K0.00%+44New
Prestige Wealth Management Group LLC53$1.93K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co91$3.31K0.00%+91New
New England Capital Financial Advisors LLC100$3.63K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC225$8.18K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.286$10.4K0.00%+286New
Advisor Group Holdings, Inc.324$11.8K0.00%−149−31.5%Reduced
CWM, LLC387$14.0K0.00%+31+8.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC542$19.7K0.00%+149+37.9%Added
EntryPoint Capital, LLC698$25.4K0.02%+698New
Manchester Capital Management LLC775$28.2K0.00%00.0%Unchanged
Metropolitan Life Insurance Co777$28.2K0.00%00.0%Unchanged
GWM Advisors LLC849$30.9K0.00%+100+13.4%Added
Tower Research Capital LLC (TRC)980$35.6K0.00%+205+26.5%Added
State of Wyoming1,213$44.1K0.01%+1,213New
Nisa Investment Advisors, LLC1,410$51.3K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,426$51.8K0.00%+281+24.5%Added
Legal & General Group Plc1,491$54.2K0.00%−46−3.0%Reduced
Quantbot Technologies LP1,723$62.6K0.00%+1,723New
Amalgamated Bank1,950$71.0K0.00%−139−6.7%Reduced
Citigroup Inc1,972$71.7K0.00%+1,921+3,766.7%Added
Public Employees Retirement Association of Colorado2,138$78.0K0.00%−904−29.7%Reduced
California State Teachers Retirement System2,267$82.4K0.00%−772−25.4%Reduced
Wells Fargo & Company3,572$129.8K0.00%+715+25.0%Added
State of Tennessee, Treasury Department4,324$157.2K0.00%+4,324New
SG Americas Securities, LLC4,478$163.0K0.00%+4,478New
Hillsdale Investment Management Inc.4,570$166.1K0.01%+620+15.7%Added
Lazard Asset Management LLC5,006$181.0K0.00%+360+7.7%Added
Manufacturers Life Insurance Company, The5,510$200.3K0.00%+5,510New
Voya Investment Management LLC5,610$203.9K0.00%+5,610New
New York State Common Retirement Fund5,722$208.0K0.00%−26−0.5%Reduced
Centiva Capital, LP5,884$213.9K0.01%+5,884New
Financial Perspectives, Inc6,014$218.6K0.09%00.0%Unchanged
Jump Financial, LLC6,392$232.3K0.01%−608−8.7%Reduced
BNP Paribas Arbitrage, SA6,397$232.5K0.00%−7,942−55.4%Reduced
American International Group, Inc.6,845$248.8K0.00%−28−0.4%Reduced
STRS Ohio7,100$258.0K0.00%+3,500+97.2%Added
Franklin Resources Inc7,174$260.8K0.00%+317+4.6%Added
XTX Topco Ltd7,273$264.4K0.06%−14,821−67.1%Reduced
MetLife Investment Management7,505$272.8K0.00%00.0%Unchanged
Bank of Montreal8,144$309.0K0.00%+554+7.3%Added
Qube Research & Technologies Ltd9,078$330.0K0.00%+3,018+49.8%Added
Cubist Systematic Strategies, LLC9,841$357.7K0.00%+9,841New
Summit Global Investments9,893$360.0K0.02%+9,893New
Mairs & Power Inc10,000$363.5K0.00%00.0%Unchanged
RBF Capital, LLC10,000$363.5K0.02%00.0%Unchanged
Moody National Bank Trust Division10,341$375.9K0.03%+1,331+14.8%Added
ExodusPoint Capital Management, LP10,410$378.0K0.00%+575+5.8%Added
Putnam Investments LLC10,628$386.3K0.00%−1,361−11.4%Reduced
Two Sigma Investments, LP12,169$442.3K0.00%−12,374−50.4%Reduced
Invesco Ltd.13,743$499.6K0.00%+7,344+114.8%Added
Quadrature Capital Ltd13,856$503.7K0.01%+13,856New
JPMorgan Chase & Co14,320$520.5K0.00%+2,621+22.4%Added
UBS Group AG14,916$542.2K0.00%+4,742+46.6%Added
Alliancebernstein L.P.15,721$571.5K0.00%00.0%Unchanged
Tudor Investment Corp Et Al15,789$573.9K0.01%−18,207−53.6%Reduced
Engineers Gate Manager LP16,140$586.7K0.02%−4,702−22.6%Reduced
US Bancorp16,190$588.5K0.00%+6,193+61.9%Added
State of Wisconsin Investment Board16,200$588.9K0.00%−6,300−28.0%Reduced
Sit Investment Associates Inc16,624$604.0K0.01%00.0%Unchanged
Cetera Advisor Networks LLC16,925$615.2K0.00%+1,445+9.3%Added
Rhumbline Advisers17,823$647.9K0.00%−228−1.3%Reduced
Barclays PLC18,909$687.3K0.00%+16,492+682.3%Added
Trexquant Investment LP23,047$837.8K0.02%−3,576−13.4%Reduced
Assenagon Asset Management S.A.24,333$884.5K0.00%00.0%Unchanged
Citadel Advisors LLC25,608$930.9K0.00%−48,782−65.6%Reduced
AQR Capital Management LLC25,881$940.8K0.00%+25,881New
Arrowstreet Capital, Limited Partnership29,316$1.07M0.00%−12,295−29.5%Reduced
HRT Financial LP30,650$1.11M0.01%−3,630−10.6%Reduced
Norges Bank31,600$1.15M0.00%+31,600New
Teton Advisors, Inc.33,500$1.22M0.40%−12,900−27.8%Reduced
Los Angeles Capital Management LLC34,916$1.27M0.00%00.0%Unchanged
FMR LLC35,107$1.28M0.00%−12,400−26.1%Reduced
Two Sigma Advisers, LP38,630$1.40M0.00%−15,900−29.2%Reduced
White Pine Capital LLC41,343$1.50M0.58%−1,932−4.5%Reduced
Panagora Asset Management Inc44,664$1.62M0.01%+23,379+109.8%Added
Goldman Sachs Group Inc50,199$1.82M0.00%−12,542−20.0%Reduced
D. E. Shaw & Co., Inc.50,298$1.83M0.00%−194−0.4%Reduced
Ameriprise Financial Inc50,805$1.85M0.00%−100.0%Reduced
Marshall Wace, LLP52,554$1.91M0.00%−9,190−14.9%Reduced
Gabelli Funds LLC52,700$1.92M0.01%−300−0.6%Reduced
Bank of New York Mellon Corp53,946$1.96M0.00%+3,262+6.4%Added
SEI Investments Co55,441$2.02M0.00%+40.0%Added
Royal Bank of Canada60,931$2.21M0.00%+3,257+5.6%Added
Susquehanna International Group, LLP63,455$2.31M0.00%−64,793−50.5%Reduced
Russell Investments Group, Ltd.67,845$2.47M0.00%+4,066+6.4%Added
Rice Hall James & Associates, LLC69,576$2.53M0.15%−3,379−4.6%Reduced
Gamco Investors, Inc. Et Al72,300$2.63M0.03%−2,300−3.1%Reduced
Granite Investment Partners, LLC73,265$2.66M0.10%+11,273+18.2%Added
Nuveen Asset Management, LLC88,879$3.23M0.00%−12,661−12.5%Reduced
Charles Schwab Investment Management Inc110,493$4.02M0.00%+493+0.4%Added
Deutsche Bank AG119,132$4.33M0.00%+112,055+1,583.4%Added
Jacobs Levy Equity Management, Inc127,965$4.65M0.02%−11,843−8.5%Reduced
Salem Investment Counselors Inc129,940$4.72M0.16%+1,700+1.3%Added