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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 21 | $0 | 0.00% | +21 | New |
| Quest Partners LLC | 1 | $42 | 0.00% | +1 | New |
| GAMMA Investing LLC | 5 | $210 | 0.00% | −15−75.0% | Reduced |
| Rothschild Investment LLC | 5 | $210 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 6 | $252 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $378 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $462 | 0.00% | +11 | New |
| Innealta Capital, LLC | 18 | $757 | 0.00% | +18 | New |
| Covestor Ltd | 24 | $1.00K | 0.00% | +3+14.3% | Added |
| SRS Capital Advisors, Inc. | 25 | $1.05K | 0.00% | +25 | New |
| Smartleaf Asset Management LLC | 53 | $2.22K | 0.00% | +53 | New |
| Prestige Wealth Management Group LLC | 53 | $2.23K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 164 | $6.89K | 0.00% | −500−75.3% | Reduced |
| Signaturefd, LLC | 191 | $8.03K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 212 | $8.91K | 0.00% | +212 | New |
| JFS Wealth Advisors, LLC | 225 | $9.46K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 465 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 505 | $21.0K | 0.00% | +2+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 542 | $22.8K | 0.00% | −3−0.6% | Reduced |
| STRS Ohio | 700 | $29.4K | 0.00% | −6,000−89.6% | Reduced |
| FMR LLC | 720 | $30.3K | 0.00% | −33,744−97.9% | Reduced |
| US Bancorp | 762 | $32.0K | 0.00% | −14,746−95.1% | Reduced |
| Manchester Capital Management LLC | 775 | $32.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 849 | $35.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 999 | $42.0K | 0.00% | −386−27.9% | Reduced |
| Public Employees Retirement Association of Colorado | 1,197 | $50.0K | 0.00% | −608−33.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,426 | $59.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,133 | $89.7K | 0.00% | +676+46.4% | Added |
| Tower Research Capital LLC (TRC) | 2,632 | $110.6K | 0.00% | +2,573+4,361.0% | Added |
| State of Tennessee, Treasury Department | 4,324 | $181.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,793 | $201.5K | 0.00% | −9,882−67.3% | Reduced |
| Hardin Capital Partners, LLC | 4,900 | $206.0K | 0.13% | +4,900 | New |
| Wells Fargo & Company | 5,002 | $210.3K | 0.00% | +714+16.7% | Added |
| Manufacturers Life Insurance Company, The | 5,444 | $228.9K | 0.00% | +5,444 | New |
| New York State Common Retirement Fund | 5,716 | $240.3K | 0.00% | −458−7.4% | Reduced |
| Deutsche Bank AG | 5,963 | $250.7K | 0.00% | −45,399−88.4% | Reduced |
| Financial Perspectives, Inc | 6,014 | $252.8K | 0.09% | 00.0% | Unchanged |
| Bailard, Inc. | 6,123 | $257.4K | 0.01% | +6,123 | New |
| Mackenzie Financial Corp | 6,342 | $266.6K | 0.00% | +6,342 | New |
| Susquehanna Fundamental Investments, LLC | 6,500 | $273.3K | 0.01% | +6,500 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,508 | $273.6K | 0.00% | +6,508 | New |
| Corebridge Financial, Inc. | 7,416 | $311.8K | 0.00% | +7,416 | New |
| BNP Paribas Arbitrage, SA | 7,949 | $334.2K | 0.00% | +1,071+15.6% | Added |
| State of Wisconsin Investment Board | 8,200 | $344.7K | 0.00% | −10,000−54.9% | Reduced |
| MetLife Investment Management | 8,282 | $348.2K | 0.00% | +777+10.4% | Added |
| 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 |
| Jacobs Levy Equity Management, Inc | 10,124 | $425.6K | 0.00% | −111,629−91.7% | Reduced |
| Diametric Capital, LP | 10,778 | $453.1K | 0.25% | +10,778 | New |
| Guggenheim Capital LLC | 11,269 | $473.7K | 0.00% | +11,269 | New |
| Invesco Ltd. | 11,620 | $488.5K | 0.00% | +11,620 | New |
| Squarepoint Ops LLC | 12,875 | $541.3K | 0.00% | +2,920+29.3% | Added |
| Lazard Asset Management LLC | 12,930 | $543.0K | 0.00% | +7,251+127.7% | Added |
| Algert Global LLC | 13,722 | $576.9K | 0.02% | +13,722 | New |
| Sherbrooke Park Advisers LLC | 13,851 | $582.3K | 0.10% | +2,271+19.6% | Added |
| Franklin Resources Inc | 14,467 | $608.2K | 0.00% | −2,878−16.6% | Reduced |
| PenderFund Capital Management Ltd. | 10,600 | $609.6K | 0.17% | +10,600 | New |
| JPMorgan Chase & Co | 14,510 | $610.0K | 0.00% | −12,013−45.3% | Reduced |
| Trexquant Investment LP | 14,678 | $617.1K | 0.01% | +5,978+68.7% | Added |
| Citadel Advisors LLC | 15,023 | $631.6K | 0.00% | −37,527−71.4% | Reduced |
| Citigroup Inc | 16,335 | $686.7K | 0.00% | +14,026+607.4% | Added |
| Cetera Investment Advisers | 16,627 | $699.0K | 0.00% | −559−3.3% | Reduced |
| Sit Investment Associates Inc | 16,624 | $699.0K | 0.02% | 00.0% | Unchanged |
| BCK Capital Management LP | 17,000 | $714.7K | 0.46% | +17,000 | New |
| New York Life Investment Management LLC | 18,353 | $771.6K | 0.01% | +18,353 | New |
| Bank of America Corp | 20,060 | $843.3K | 0.00% | −300,300−93.7% | Reduced |
| AQR Capital Management LLC | 20,228 | $850.4K | 0.00% | −23,084−53.3% | Reduced |
| Rhumbline Advisers | 20,999 | $882.8K | 0.00% | +2,463+13.3% | Added |
| Jane Street Group, LLC | 21,211 | $891.7K | 0.00% | +21,211 | New |
| Jefferies Financial Group Inc. | 21,999 | $924.8K | 0.02% | +21,999 | New |
| White Pine Capital LLC | 22,301 | $937.5K | 0.36% | −19,697−46.9% | Reduced |
| Angelo Gordon & Co., L.P. | 25,000 | $1.05M | 0.43% | +25,000 | New |
| ClearAlpha Technologies LP | 25,173 | $1.06M | 0.42% | +25,173 | New |
| Wolverine Asset Management LLC | 25,966 | $1.09M | 0.02% | +25,966 | New |
| Teton Advisors, Inc. | 26,500 | $1.11M | 0.47% | −5,500−17.2% | Reduced |
| Oxford Asset Management LLP | 26,633 | $1.12M | 1.10% | +26,633 | New |
| Water Island Capital LLC | 27,592 | $1.16M | 0.12% | +27,592 | New |
| Arrowstreet Capital, Limited Partnership | 29,316 | $1.23M | 0.00% | 00.0% | Unchanged |
| Norges Bank | 31,600 | $1.33M | 0.00% | 00.0% | Unchanged |
| Trium Capital LLP | 33,434 | $1.41M | 0.50% | +33,434 | New |
| Los Angeles Capital Management LLC | 36,425 | $1.53M | 0.01% | +1,221+3.5% | Added |
| Nuveen Asset Management, LLC | 42,609 | $1.79M | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 43,300 | $1.82M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 49,887 | $2.10M | 0.00% | −5,554−10.0% | Reduced |
| Russell Investments Group, Ltd. | 52,981 | $2.23M | 0.00% | −9,262−14.9% | Reduced |
| Sagefield Capital LP | 55,900 | $2.35M | 0.25% | +55,900 | New |
| Royal Bank of Canada | 56,132 | $2.36M | 0.00% | +4,880+9.5% | Added |
| D. E. Shaw & Co., Inc. | 58,356 | $2.45M | 0.00% | +1,100+1.9% | Added |
| Bank of New York Mellon Corp | 58,610 | $2.46M | 0.00% | +8,220+16.3% | Added |
| Versor Investments LP | 64,770 | $2.72M | 0.50% | +64,770 | New |
| Rice Hall James & Associates, LLC | 65,255 | $2.74M | 0.16% | −4,327−6.2% | Reduced |
| Royce & Associates LP | 66,205 | $2.78M | 0.03% | −354,207−84.3% | Reduced |
| Nisa Investment Advisors, LLC | 68,429 | $2.88M | 0.02% | +67,010+4,722.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 72,100 | $3.03M | 0.51% | +72,100 | New |
| Barclays PLC | 76,479 | $3.22M | 0.00% | +66,824+692.1% | Added |
| Millennium Management LLC | 76,997 | $3.24M | 0.00% | −506,030−86.8% | Reduced |
| Qube Research & Technologies Ltd | 101,998 | $4.29M | 0.01% | +92,073+927.7% | Added |
| Prelude Capital Management, LLC | 103,985 | $4.37M | 0.37% | +103,985 | New |