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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2 | $78 | 0.00% | +2 | New |
| Coppell Advisory Solutions LLC | 3 | $115 | 0.00% | +3 | New |
| GAMMA Investing LLC | 5 | $194 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $233 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $349 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $388 | 0.00% | +5+100.0% | Added |
| Voisard Asset Management Group, Inc. | 13 | $505 | 0.00% | +13 | New |
| Capital Performance Advisors LLP | 23 | $892 | 0.00% | +23 | New |
| SRS Capital Advisors, Inc. | 25 | $970 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 25 | $970 | 0.00% | +25 | New |
| Covestor Ltd | 21 | $1.00K | 0.00% | −3−12.5% | Reduced |
| Whittier Trust Co | 35 | $1.36K | 0.00% | +35 | New |
| Smartleaf Asset Management LLC | 50 | $1.92K | 0.00% | −3−5.7% | Reduced |
| Prestige Wealth Management Group LLC | 53 | $2.06K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 64 | $2.48K | 0.00% | −100−61.0% | Reduced |
| New England Capital Financial Advisors LLC | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 191 | $7.41K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 212 | $8.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 225 | $8.73K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 465 | $18.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 504 | $20.0K | 0.00% | −1−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 542 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 727 | $28.2K | 0.00% | −1,905−72.4% | Reduced |
| US Bancorp | 758 | $29.4K | 0.00% | −4−0.5% | Reduced |
| Manchester Capital Management LLC | 775 | $30.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 946 | $36.7K | 0.00% | +226+31.4% | Added |
| GWM Advisors LLC | 994 | $38.5K | 0.00% | +145+17.1% | Added |
| California State Teachers Retirement System | 999 | $38.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,072 | $41.6K | 0.00% | +1,071+107,100.0% | Added |
| Nisa Investment Advisors, LLC | 1,093 | $42.4K | 0.00% | −67,336−98.4% | Reduced |
| Public Employees Retirement Association of Colorado | 1,197 | $46.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,426 | $55.3K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,724 | $66.9K | 0.02% | +1,724 | New |
| Legal & General Group Plc | 2,572 | $99.7K | 0.00% | +439+20.6% | Added |
| Citadel Advisors LLC | 2,728 | $105.8K | 0.00% | −12,295−81.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,955 | $114.6K | 0.00% | −4,994−62.8% | Reduced |
| Lazard Asset Management LLC | 3,315 | $128.0K | 0.00% | −9,615−74.4% | Reduced |
| Simplex Trading, LLC | 3,466 | $134.0K | 0.00% | +3,445+16,404.8% | Added |
| UBS Group AG | 3,533 | $137.0K | 0.00% | −1,260−26.3% | Reduced |
| STRS Ohio | 4,000 | $155.1K | 0.00% | +3,300+471.4% | Added |
| Wells Fargo & Company | 4,991 | $193.6K | 0.00% | −11−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 5,299 | $205.5K | 0.00% | −145−2.7% | Reduced |
| SG Americas Securities, LLC | 5,685 | $220.0K | 0.00% | +5,685 | New |
| Financial Perspectives, Inc | 6,014 | $233.2K | 0.08% | 00.0% | Unchanged |
| Invesco Ltd. | 7,118 | $276.0K | 0.00% | −4,502−38.7% | Reduced |
| Corebridge Financial, Inc. | 7,370 | $285.8K | 0.00% | −46−0.6% | Reduced |
| FNY Investment Advisers, LLC | 7,500 | $290.0K | 0.14% | +7,500 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,623 | $295.6K | 0.00% | +1,115+17.1% | Added |
| Mairs & Power Inc | 7,626 | $295.7K | 0.00% | −2,374−23.7% | Reduced |
| MetLife Investment Management | 8,282 | $321.2K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 8,500 | $329.6K | 0.00% | +8,500 | New |
| RBF Capital, LLC | 10,000 | $387.8K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10,646 | $412.9K | 0.04% | +10,646 | New |
| Diametric Capital, LP | 10,778 | $418.0K | 0.21% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 11,269 | $437.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,308 | $438.5K | 0.00% | +1,308+13.1% | Added |
| Jane Street Group, LLC | 13,459 | $521.9K | 0.00% | −7,752−36.5% | Reduced |
| Franklin Resources Inc | 14,693 | $563.0K | 0.00% | +226+1.6% | Added |
| AQR Capital Management LLC | 14,980 | $580.9K | 0.00% | −5,248−25.9% | Reduced |
| PenderFund Capital Management Ltd. | 11,100 | $582.2K | 0.13% | +500+4.7% | Added |
| Hunting Hill Global Capital, LLC | 15,291 | $593.0K | 0.83% | +15,291 | New |
| Sit Investment Associates Inc | 16,624 | $645.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,666 | $646.3K | 0.00% | +39+0.2% | Added |
| BCK Capital Management LP | 17,000 | $659.3K | 0.39% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 17,382 | $674.1K | 0.00% | +11,666+204.1% | Added |
| Brevan Howard Capital Management LP | 17,549 | $680.5K | 0.03% | +17,549 | New |
| Vivaldi Asset Management, LLC | 17,577 | $681.6K | 0.05% | +17,577 | New |
| Algert Global LLC | 17,820 | $691.1K | 0.02% | +4,098+29.9% | Added |
| New York Life Investment Management LLC | 18,368 | $712.3K | 0.01% | +15+0.1% | Added |
| Boothbay Fund Management, LLC | 18,750 | $727.1K | 0.02% | +18,750 | New |
| Rhumbline Advisers | 19,389 | $751.9K | 0.00% | −1,610−7.7% | Reduced |
| Angelo Gordon & Co., L.P. | 21,160 | $820.6K | 0.25% | −3,840−15.4% | Reduced |
| Bank of America Corp | 21,262 | $824.5K | 0.00% | +1,202+6.0% | Added |
| Citigroup Inc | 22,011 | $853.6K | 0.00% | +5,676+34.7% | Added |
| Deutsche Bank AG | 24,012 | $931.2K | 0.00% | +18,049+302.7% | Added |
| Water Island Capital LLC | 25,504 | $989.0K | 0.10% | −2,088−7.6% | Reduced |
| Wolverine Asset Management LLC | 27,766 | $1.08M | 0.02% | +1,800+6.9% | Added |
| Los Angeles Capital Management LLC | 27,950 | $1.08M | 0.00% | −8,475−23.3% | Reduced |
| Principal Financial Group Inc | 30,696 | $1.19M | 0.00% | +30,696 | New |
| Norges Bank | 31,600 | $1.23M | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 32,606 | $1.26M | 0.00% | +3,290+11.2% | Added |
| CSS LLC | 34,764 | $1.35M | 0.08% | +34,764 | New |
| Yakira Capital Management, Inc. | 35,000 | $1.36M | 0.53% | +35,000 | New |
| Royal Bank of Canada | 40,893 | $1.59M | 0.00% | −15,239−27.1% | Reduced |
| JPMorgan Chase & Co | 42,470 | $1.65M | 0.00% | +27,960+192.7% | Added |
| Nuveen Asset Management, LLC | 42,609 | $1.65M | 0.00% | 00.0% | Unchanged |
| Vazirani Asset Management LLC | 45,000 | $1.75M | 3.14% | +45,000 | New |
| Bank of New York Mellon Corp | 46,931 | $1.82M | 0.00% | −11,679−19.9% | Reduced |
| Keebeck Alpha, LP | 48,591 | $1.88M | 1.23% | +48,591 | New |
| ClearAlpha Technologies LP | 50,152 | $1.94M | 0.83% | +24,979+99.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,348 | $1.95M | 0.01% | +50,348 | New |
| Russell Investments Group, Ltd. | 54,090 | $2.10M | 0.00% | +1,109+2.1% | Added |
| Murchinson Ltd. | 55,000 | $2.13M | 0.87% | +55,000 | New |
| Squarepoint Ops LLC | 63,577 | $2.47M | 0.01% | +50,702+393.8% | Added |
| ExodusPoint Capital Management, LP | 64,934 | $2.52M | 0.03% | +64,934 | New |
| Royce & Associates LP | 66,205 | $2.57M | 0.02% | 00.0% | Unchanged |
| Carmignac Gestion | 73,094 | $2.83M | 0.05% | +73,094 | New |
| Phocas Financial Corp. | 88,460 | $3.43M | 0.50% | +88,460 | New |
| Barclays PLC | 88,750 | $3.44M | 0.00% | +12,271+16.0% | Added |
| D. E. Shaw & Co., Inc. | 89,498 | $3.47M | 0.00% | +31,142+53.4% | Added |