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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 994 | $38.5K | 0.00% | +145+17.1% | Added |
| FMR LLC | 946 | $36.7K | 0.00% | +226+31.4% | Added |
| Manchester Capital Management LLC | 775 | $30.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 758 | $29.4K | 0.00% | −4−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 727 | $28.2K | 0.00% | −1,905−72.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 542 | $21.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 504 | $20.0K | 0.00% | −1−0.2% | Reduced |
| Amalgamated Bank | 465 | $18.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 225 | $8.73K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 212 | $8.22K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 191 | $7.41K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 64 | $2.48K | 0.00% | −100−61.0% | Reduced |
| Prestige Wealth Management Group LLC | 53 | $2.06K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 50 | $1.92K | 0.00% | −3−5.7% | Reduced |
| Whittier Trust Co | 35 | $1.36K | 0.00% | +35 | New |
| Covestor Ltd | 21 | $1.00K | 0.00% | −3−12.5% | Reduced |
| SRS Capital Advisors, Inc. | 25 | $970 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 25 | $970 | 0.00% | +25 | New |
| Capital Performance Advisors LLP | 23 | $892 | 0.00% | +23 | New |
| Voisard Asset Management Group, Inc. | 13 | $505 | 0.00% | +13 | New |
| Rothschild Investment LLC | 10 | $388 | 0.00% | +5+100.0% | Added |
| Farmers & Merchants Investments Inc | 9 | $349 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $233 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5 | $194 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $115 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 2 | $78 | 0.00% | +2 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −606,538−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −402,660−100.0% | Sold out |
| Sand Grove Capital Management LLP | 0 | $0 | 0.00% | −355,317−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −173,840−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −65,255−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −64,770−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −55,900−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −49,887−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −43,300−100.0% | Sold out |
| Trium Capital LLP | 0 | $0 | 0.00% | −33,434−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −26,633−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| White Pine Capital LLC | 0 | $0 | 0.00% | −22,301−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −21,999−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,678−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,851−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −10,124−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,342−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −6,123−100.0% | Sold out |
| Hardin Capital Partners, LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −4,324−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |