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 2024
Institutional positions in Surmodics Inc as of Sep 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
- 127
- +5 vs. Q2 2024
- Shares held
- 11.9M
- −173.7K (−1.4%) vs. Q2 2024
- Total value
- $461.5M
- −$46.2M (−9.1%) vs. Q2 2024
- New holders
- 29
- 39 more added
- Sold out
- 24
- 33 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,169,670 | $45.4M | 0.00% | +1,169,670 | New |
| Alliancebernstein L.P. | 1,040,430 | $40.3M | 0.01% | +749,584+257.7% | Added |
| Beryl Capital Management LLC | 988,904 | $38.3M | 8.28% | −553,128−35.9% | Reduced |
| Vanguard Group Inc | 803,508 | $31.2M | 0.00% | −3190.0% | Reduced |
| Morgan Stanley | 752,706 | $29.2M | 0.00% | −363,371−32.6% | Reduced |
| Soleus Capital Management, L.P. | 637,698 | $24.7M | 2.06% | −144,079−18.4% | Reduced |
| Trigran Investments, Inc. | 543,342 | $21.1M | 2.31% | −500,334−47.9% | Reduced |
| Qube Research & Technologies Ltd | 403,673 | $15.7M | 0.03% | +301,675+295.8% | Added |
| Dimensional Fund Advisors LP | 380,344 | $14.7M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 374,068 | $14.5M | 0.00% | +60,240+19.2% | Added |
| Gabelli Funds LLC | 327,709 | $12.7M | 0.09% | +67,509+25.9% | Added |
| Geode Capital Management, LLC | 324,560 | $12.6M | 0.00% | +516+0.2% | Added |
| Disciplined Growth Investors Inc | 276,876 | $10.7M | 0.20% | −303,690−52.3% | Reduced |
| HSBC Holdings PLC | 247,535 | $9.54M | 0.01% | +247,535 | New |
| Goldman Sachs Group Inc | 215,810 | $8.37M | 0.00% | +48,731+29.2% | Added |
| Gardner Lewis Asset Management L P | 212,934 | $8.26M | 2.34% | +10,000+4.9% | Added |
| Oddo BHF Asset Management SAS | 170,000 | $6.59M | 0.33% | +170,000 | New |
| Gamco Investors, Inc. Et Al | 146,398 | $5.68M | 0.06% | −13,602−8.5% | Reduced |
| Eisler Capital (UK) Ltd. | 136,360 | $5.29M | 1.26% | +136,360 | New |
| Capula Management Ltd | 132,536 | $5.14M | 0.06% | −32,585−19.7% | Reduced |
| CNH Partners LLC | 131,681 | $5.11M | 0.12% | +8,698+7.1% | Added |
| Northern Trust Corp | 129,337 | $5.02M | 0.00% | +2,797+2.2% | Added |
| Prelude Capital Management, LLC | 121,564 | $4.71M | 0.36% | +17,579+16.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 121,437 | $4.71M | 0.80% | +49,337+68.4% | Added |
| Millennium Management LLC | 119,835 | $4.65M | 0.00% | +42,838+55.6% | Added |
| Charles Schwab Investment Management Inc | 116,311 | $4.51M | 0.00% | +1,491+1.3% | Added |
| Salem Investment Counselors Inc | 115,950 | $4.50M | 0.14% | −4,700−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 89,498 | $3.47M | 0.00% | +31,142+53.4% | Added |
| Barclays PLC | 88,750 | $3.44M | 0.00% | +12,271+16.0% | Added |
| Phocas Financial Corp. | 88,460 | $3.43M | 0.50% | +88,460 | New |
| Carmignac Gestion | 73,094 | $2.83M | 0.05% | +73,094 | New |
| Royce & Associates LP | 66,205 | $2.57M | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 64,934 | $2.52M | 0.03% | +64,934 | New |
| Squarepoint Ops LLC | 63,577 | $2.47M | 0.01% | +50,702+393.8% | Added |
| Murchinson Ltd. | 55,000 | $2.13M | 0.87% | +55,000 | New |
| Russell Investments Group, Ltd. | 54,090 | $2.10M | 0.00% | +1,109+2.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,348 | $1.95M | 0.01% | +50,348 | New |
| ClearAlpha Technologies LP | 50,152 | $1.94M | 0.83% | +24,979+99.2% | Added |
| Keebeck Alpha, LP | 48,591 | $1.88M | 1.23% | +48,591 | New |
| Bank of New York Mellon Corp | 46,931 | $1.82M | 0.00% | −11,679−19.9% | Reduced |
| Vazirani Asset Management LLC | 45,000 | $1.75M | 3.14% | +45,000 | New |
| Nuveen Asset Management, LLC | 42,609 | $1.65M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 42,470 | $1.65M | 0.00% | +27,960+192.7% | Added |
| Royal Bank of Canada | 40,893 | $1.59M | 0.00% | −15,239−27.1% | Reduced |
| Yakira Capital Management, Inc. | 35,000 | $1.36M | 0.53% | +35,000 | New |
| CSS LLC | 34,764 | $1.35M | 0.08% | +34,764 | New |
| Arrowstreet Capital, Limited Partnership | 32,606 | $1.26M | 0.00% | +3,290+11.2% | Added |
| Norges Bank | 31,600 | $1.23M | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 30,696 | $1.19M | 0.00% | +30,696 | New |
| Los Angeles Capital Management LLC | 27,950 | $1.08M | 0.00% | −8,475−23.3% | Reduced |
| Wolverine Asset Management LLC | 27,766 | $1.08M | 0.02% | +1,800+6.9% | Added |
| Water Island Capital LLC | 25,504 | $989.0K | 0.10% | −2,088−7.6% | Reduced |
| Deutsche Bank AG | 24,012 | $931.2K | 0.00% | +18,049+302.7% | Added |
| Citigroup Inc | 22,011 | $853.6K | 0.00% | +5,676+34.7% | Added |
| Bank of America Corp | 21,262 | $824.5K | 0.00% | +1,202+6.0% | Added |
| Angelo Gordon & Co., L.P. | 21,160 | $820.6K | 0.25% | −3,840−15.4% | Reduced |
| Rhumbline Advisers | 19,389 | $751.9K | 0.00% | −1,610−7.7% | Reduced |
| Boothbay Fund Management, LLC | 18,750 | $727.1K | 0.02% | +18,750 | New |
| New York Life Investment Management LLC | 18,368 | $712.3K | 0.01% | +15+0.1% | Added |
| Algert Global LLC | 17,820 | $691.1K | 0.02% | +4,098+29.9% | Added |
| Vivaldi Asset Management, LLC | 17,577 | $681.6K | 0.05% | +17,577 | New |
| Brevan Howard Capital Management LP | 17,549 | $680.5K | 0.03% | +17,549 | New |
| New York State Common Retirement Fund | 17,382 | $674.1K | 0.00% | +11,666+204.1% | Added |
| BCK Capital Management LP | 17,000 | $659.3K | 0.39% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,666 | $646.3K | 0.00% | +39+0.2% | Added |
| Sit Investment Associates Inc | 16,624 | $645.0K | 0.01% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 15,291 | $593.0K | 0.83% | +15,291 | New |
| PenderFund Capital Management Ltd. | 11,100 | $582.2K | 0.13% | +500+4.7% | Added |
| AQR Capital Management LLC | 14,980 | $580.9K | 0.00% | −5,248−25.9% | Reduced |
| Franklin Resources Inc | 14,693 | $563.0K | 0.00% | +226+1.6% | Added |
| Jane Street Group, LLC | 13,459 | $521.9K | 0.00% | −7,752−36.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,308 | $438.5K | 0.00% | +1,308+13.1% | Added |
| Guggenheim Capital LLC | 11,269 | $437.0K | 0.00% | 00.0% | Unchanged |
| Diametric Capital, LP | 10,778 | $418.0K | 0.21% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10,646 | $412.9K | 0.04% | +10,646 | New |
| RBF Capital, LLC | 10,000 | $387.8K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 8,500 | $329.6K | 0.00% | +8,500 | New |
| MetLife Investment Management | 8,282 | $321.2K | 0.00% | 00.0% | Unchanged |
| Mairs & Power Inc | 7,626 | $295.7K | 0.00% | −2,374−23.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,623 | $295.6K | 0.00% | +1,115+17.1% | Added |
| FNY Investment Advisers, LLC | 7,500 | $290.0K | 0.14% | +7,500 | New |
| Corebridge Financial, Inc. | 7,370 | $285.8K | 0.00% | −46−0.6% | Reduced |
| Invesco Ltd. | 7,118 | $276.0K | 0.00% | −4,502−38.7% | Reduced |
| Financial Perspectives, Inc | 6,014 | $233.2K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,685 | $220.0K | 0.00% | +5,685 | New |
| Manufacturers Life Insurance Company, The | 5,299 | $205.5K | 0.00% | −145−2.7% | Reduced |
| Wells Fargo & Company | 4,991 | $193.6K | 0.00% | −11−0.2% | Reduced |
| STRS Ohio | 4,000 | $155.1K | 0.00% | +3,300+471.4% | Added |
| UBS Group AG | 3,533 | $137.0K | 0.00% | −1,260−26.3% | Reduced |
| Simplex Trading, LLC | 3,466 | $134.0K | 0.00% | +3,445+16,404.8% | Added |
| Lazard Asset Management LLC | 3,315 | $128.0K | 0.00% | −9,615−74.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,955 | $114.6K | 0.00% | −4,994−62.8% | Reduced |
| Citadel Advisors LLC | 2,728 | $105.8K | 0.00% | −12,295−81.8% | Reduced |
| Legal & General Group Plc | 2,572 | $99.7K | 0.00% | +439+20.6% | Added |
| Longfellow Investment Management Co LLC | 1,724 | $66.9K | 0.02% | +1,724 | New |
| Ameritas Investment Partners, Inc. | 1,426 | $55.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,197 | $46.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,093 | $42.4K | 0.00% | −67,336−98.4% | Reduced |
| Quest Partners LLC | 1,072 | $41.6K | 0.00% | +1,071+107,100.0% | Added |
| California State Teachers Retirement System | 999 | $38.7K | 0.00% | 00.0% | Unchanged |