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 2024
Institutional positions in Surmodics Inc as of Jun 30, 2024. 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
- 124
- +12 vs. Q1 2024
- Shares held
- 13.3M
- +520.4K (+4.1%) vs. Q1 2024
- Total value
- $557.2M
- +$183.9M (+49.2%) vs. Q1 2024
- New holders
- 40
- 31 more added
- Sold out
- 28
- 34 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beryl Capital Management LLC | 1,542,032 | $64.8M | 19.49% | +1,542,032 | New |
| BlackRock Inc. | 1,170,832 | $49.2M | 0.00% | +118,871+11.3% | Added |
| Morgan Stanley | 1,116,077 | $46.9M | 0.00% | +262,162+30.7% | Added |
| Trigran Investments, Inc. | 1,043,676 | $43.9M | 4.59% | −1,314,624−55.7% | Reduced |
| Vanguard Group Inc | 803,827 | $33.8M | 0.00% | −61,387−7.1% | Reduced |
| Soleus Capital Management, L.P. | 781,777 | $32.9M | 2.90% | −19,043−2.4% | Reduced |
| Renaissance Technologies LLC | 606,538 | $25.5M | 0.04% | +28,990+5.0% | Added |
| Disciplined Growth Investors Inc | 580,566 | $24.4M | 0.46% | −78,609−11.9% | Reduced |
| Acadian Asset Management LLC | 402,660 | $16.9M | 0.05% | −6,119−1.5% | Reduced |
| Dimensional Fund Advisors LP | 380,344 | $16.0M | 0.00% | −3,334−0.9% | Reduced |
| Sand Grove Capital Management LLP | 355,317 | $14.9M | 4.37% | +355,317 | New |
| Geode Capital Management, LLC | 324,044 | $13.6M | 0.00% | +15,897+5.2% | Added |
| State Street Corp | 313,828 | $13.2M | 0.00% | +11,778+3.9% | Added |
| Alliancebernstein L.P. | 290,846 | $12.2M | 0.00% | +275,125+1,750.0% | Added |
| Gabelli Funds LLC | 260,200 | $10.9M | 0.08% | +207,500+393.7% | Added |
| Gardner Lewis Asset Management L P | 202,934 | $8.53M | 2.38% | +202,934 | New |
| Kennedy Capital Management, Inc. | 173,840 | $7.31M | 0.16% | +35,431+25.6% | Added |
| Goldman Sachs Group Inc | 167,079 | $7.02M | 0.00% | +108,585+185.6% | Added |
| Capula Management Ltd | 165,121 | $6.94M | 0.08% | +165,121 | New |
| Gamco Investors, Inc. Et Al | 160,000 | $6.73M | 0.07% | +88,400+123.5% | Added |
| Northern Trust Corp | 126,540 | $5.32M | 0.00% | −6,298−4.7% | Reduced |
| CNH Partners LLC | 122,983 | $5.17M | 0.13% | +122,983 | New |
| Salem Investment Counselors Inc | 120,650 | $5.07M | 0.16% | −350−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 114,820 | $4.83M | 0.00% | +3,228+2.9% | Added |
| Prelude Capital Management, LLC | 103,985 | $4.37M | 0.37% | +103,985 | New |
| Qube Research & Technologies Ltd | 101,998 | $4.29M | 0.01% | +92,073+927.7% | Added |
| Millennium Management LLC | 76,997 | $3.24M | 0.00% | −506,030−86.8% | Reduced |
| Barclays PLC | 76,479 | $3.22M | 0.00% | +66,824+692.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 72,100 | $3.03M | 0.51% | +72,100 | New |
| Nisa Investment Advisors, LLC | 68,429 | $2.88M | 0.02% | +67,010+4,722.3% | Added |
| Royce & Associates LP | 66,205 | $2.78M | 0.03% | −354,207−84.3% | Reduced |
| Rice Hall James & Associates, LLC | 65,255 | $2.74M | 0.16% | −4,327−6.2% | Reduced |
| Versor Investments LP | 64,770 | $2.72M | 0.50% | +64,770 | New |
| Bank of New York Mellon Corp | 58,610 | $2.46M | 0.00% | +8,220+16.3% | Added |
| D. E. Shaw & Co., Inc. | 58,356 | $2.45M | 0.00% | +1,100+1.9% | Added |
| Royal Bank of Canada | 56,132 | $2.36M | 0.00% | +4,880+9.5% | Added |
| Sagefield Capital LP | 55,900 | $2.35M | 0.25% | +55,900 | New |
| Russell Investments Group, Ltd. | 52,981 | $2.23M | 0.00% | −9,262−14.9% | Reduced |
| SEI Investments Co | 49,887 | $2.10M | 0.00% | −5,554−10.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 43,300 | $1.82M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 42,609 | $1.79M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 36,425 | $1.53M | 0.01% | +1,221+3.5% | Added |
| Trium Capital LLP | 33,434 | $1.41M | 0.50% | +33,434 | New |
| Norges Bank | 31,600 | $1.33M | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 29,316 | $1.23M | 0.00% | 00.0% | Unchanged |
| Water Island Capital LLC | 27,592 | $1.16M | 0.12% | +27,592 | New |
| Oxford Asset Management LLP | 26,633 | $1.12M | 1.10% | +26,633 | New |
| Teton Advisors, Inc. | 26,500 | $1.11M | 0.47% | −5,500−17.2% | Reduced |
| Wolverine Asset Management LLC | 25,966 | $1.09M | 0.02% | +25,966 | New |
| ClearAlpha Technologies LP | 25,173 | $1.06M | 0.42% | +25,173 | New |
| Angelo Gordon & Co., L.P. | 25,000 | $1.05M | 0.43% | +25,000 | New |
| White Pine Capital LLC | 22,301 | $937.5K | 0.36% | −19,697−46.9% | Reduced |
| Jefferies Financial Group Inc. | 21,999 | $924.8K | 0.02% | +21,999 | New |
| Jane Street Group, LLC | 21,211 | $891.7K | 0.00% | +21,211 | New |
| Rhumbline Advisers | 20,999 | $882.8K | 0.00% | +2,463+13.3% | Added |
| AQR Capital Management LLC | 20,228 | $850.4K | 0.00% | −23,084−53.3% | Reduced |
| Bank of America Corp | 20,060 | $843.3K | 0.00% | −300,300−93.7% | Reduced |
| New York Life Investment Management LLC | 18,353 | $771.6K | 0.01% | +18,353 | New |
| BCK Capital Management LP | 17,000 | $714.7K | 0.46% | +17,000 | New |
| Sit Investment Associates Inc | 16,624 | $699.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,627 | $699.0K | 0.00% | −559−3.3% | Reduced |
| Citigroup Inc | 16,335 | $686.7K | 0.00% | +14,026+607.4% | Added |
| Citadel Advisors LLC | 15,023 | $631.6K | 0.00% | −37,527−71.4% | Reduced |
| Trexquant Investment LP | 14,678 | $617.1K | 0.01% | +5,978+68.7% | Added |
| JPMorgan Chase & Co | 14,510 | $610.0K | 0.00% | −12,013−45.3% | Reduced |
| PenderFund Capital Management Ltd. | 10,600 | $609.6K | 0.17% | +10,600 | New |
| Franklin Resources Inc | 14,467 | $608.2K | 0.00% | −2,878−16.6% | Reduced |
| Sherbrooke Park Advisers LLC | 13,851 | $582.3K | 0.10% | +2,271+19.6% | Added |
| Algert Global LLC | 13,722 | $576.9K | 0.02% | +13,722 | New |
| Lazard Asset Management LLC | 12,930 | $543.0K | 0.00% | +7,251+127.7% | Added |
| Squarepoint Ops LLC | 12,875 | $541.3K | 0.00% | +2,920+29.3% | Added |
| Invesco Ltd. | 11,620 | $488.5K | 0.00% | +11,620 | New |
| Guggenheim Capital LLC | 11,269 | $473.7K | 0.00% | +11,269 | New |
| Diametric Capital, LP | 10,778 | $453.1K | 0.25% | +10,778 | New |
| Jacobs Levy Equity Management, Inc | 10,124 | $425.6K | 0.00% | −111,629−91.7% | Reduced |
| Mairs & Power Inc | 10,000 | $420.4K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $420.4K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,000 | $420.4K | 0.00% | +10,000 | New |
| MetLife Investment Management | 8,282 | $348.2K | 0.00% | +777+10.4% | Added |
| State of Wisconsin Investment Board | 8,200 | $344.7K | 0.00% | −10,000−54.9% | Reduced |
| BNP Paribas Arbitrage, SA | 7,949 | $334.2K | 0.00% | +1,071+15.6% | Added |
| Corebridge Financial, Inc. | 7,416 | $311.8K | 0.00% | +7,416 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,508 | $273.6K | 0.00% | +6,508 | New |
| Susquehanna Fundamental Investments, LLC | 6,500 | $273.3K | 0.01% | +6,500 | New |
| Mackenzie Financial Corp | 6,342 | $266.6K | 0.00% | +6,342 | New |
| Bailard, Inc. | 6,123 | $257.4K | 0.01% | +6,123 | New |
| Financial Perspectives, Inc | 6,014 | $252.8K | 0.09% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,963 | $250.7K | 0.00% | −45,399−88.4% | Reduced |
| New York State Common Retirement Fund | 5,716 | $240.3K | 0.00% | −458−7.4% | Reduced |
| Manufacturers Life Insurance Company, The | 5,444 | $228.9K | 0.00% | +5,444 | New |
| Wells Fargo & Company | 5,002 | $210.3K | 0.00% | +714+16.7% | Added |
| Hardin Capital Partners, LLC | 4,900 | $206.0K | 0.13% | +4,900 | New |
| UBS Group AG | 4,793 | $201.5K | 0.00% | −9,882−67.3% | Reduced |
| State of Tennessee, Treasury Department | 4,324 | $181.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,632 | $110.6K | 0.00% | +2,573+4,361.0% | Added |
| Legal & General Group Plc | 2,133 | $89.7K | 0.00% | +676+46.4% | Added |
| Ameritas Investment Partners, Inc. | 1,426 | $59.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,197 | $50.0K | 0.00% | −608−33.7% | Reduced |
| California State Teachers Retirement System | 999 | $42.0K | 0.00% | −386−27.9% | Reduced |
| GWM Advisors LLC | 849 | $35.7K | 0.00% | 00.0% | Unchanged |