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, Q4 2024
Institutional positions in Surmodics Inc as of Dec 31, 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
- 139
- +13 vs. Q3 2024
- Shares held
- 12.0M
- +214.4K (+1.8%) vs. Q3 2024
- Total value
- $474.3M
- +$18.1M (+4.0%) vs. Q3 2024
- New holders
- 25
- 46 more added
- Sold out
- 12
- 39 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 3 | $119 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5 | $198 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $198 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 6 | $238 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $356 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $396 | 0.00% | −15−60.0% | Reduced |
| Rothschild Investment LLC | 15 | $594 | 0.00% | +5+50.0% | Added |
| Whittier Trust Co | 35 | $1.39K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 53 | $2.10K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 82 | $3.25K | 0.00% | +32+64.0% | Added |
| New England Capital Financial Advisors LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $4.04K | 0.00% | +100+5,000.0% | Added |
| Skopos Labs, Inc. | 110 | $4.36K | 0.00% | +110 | New |
| Sterling Capital Management LLC | 168 | $6.65K | 0.00% | +143+572.0% | Added |
| Signaturefd, LLC | 191 | $7.56K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 212 | $8.39K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 465 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 501 | $19.0K | 0.00% | −2,814−84.9% | Reduced |
| CWM, LLC | 500 | $20.0K | 0.00% | −4−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 542 | $21.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 564 | $22.3K | 0.00% | +500+781.3% | Added |
| US Bancorp | 758 | $30.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 775 | $30.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 860 | $34.1K | 0.00% | +133+18.3% | Added |
| GWM Advisors LLC | 994 | $39.4K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 1,000 | $39.6K | 0.01% | +1,000 | New |
| Nisa Investment Advisors, LLC | 1,093 | $43.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,197 | $47.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,380 | $54.6K | 0.05% | +1,380 | New |
| Ameritas Investment Partners, Inc. | 1,426 | $56.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,647 | $65.0K | 0.00% | −1,819−52.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,671 | $66.2K | 0.00% | −1,284−43.5% | Reduced |
| Longfellow Investment Management Co LLC | 1,836 | $72.7K | 0.02% | +112+6.5% | Added |
| FMR LLC | 2,031 | $80.4K | 0.00% | +1,085+114.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,436 | $136.1K | 0.00% | +3,436 | New |
| Legal & General Group Plc | 3,452 | $136.7K | 0.00% | +880+34.2% | Added |
| STRS Ohio | 4,000 | $158.4K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,068 | $200.7K | 0.00% | −231−4.4% | Reduced |
| Price T Rowe Associates Inc | 5,469 | $217.0K | 0.00% | +5,469 | New |
| Brevan Howard Capital Management LP | 5,522 | $218.7K | 0.01% | −12,027−68.5% | Reduced |
| Invesco Ltd. | 5,808 | $230.0K | 0.00% | −1,310−18.4% | Reduced |
| Financial Perspectives, Inc | 6,014 | $238.2K | 0.08% | 00.0% | Unchanged |
| Intech Investment Management LLC | 6,058 | $239.9K | 0.00% | +6,058 | New |
| Polymer Capital Management (US) LLC | 6,429 | $254.6K | 0.08% | +6,429 | New |
| DeepCurrents Investment Group LLC | 6,563 | $259.9K | 0.01% | +6,563 | New |
| Lighthouse Investment Partners, LLC | 6,619 | $262.1K | 0.01% | +6,619 | New |
| Corebridge Financial, Inc. | 6,853 | $271.4K | 0.00% | −517−7.0% | Reduced |
| UBS Group AG | 6,907 | $273.5K | 0.00% | +3,374+95.5% | Added |
| SG Americas Securities, LLC | 6,940 | $275.0K | 0.00% | +1,255+22.1% | Added |
| Wells Fargo & Company | 7,032 | $278.5K | 0.00% | +2,041+40.9% | Added |
| FNY Investment Advisers, LLC | 7,500 | $297.0K | 0.15% | 00.0% | Unchanged |
| Mairs & Power Inc | 7,626 | $302.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,849 | $310.8K | 0.00% | +226+3.0% | Added |
| MetLife Investment Management | 8,282 | $328.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,413 | $333.0K | 0.02% | +8,413 | New |
| Keebeck Alpha, LP | 8,464 | $335.2K | 0.35% | −40,127−82.6% | Reduced |
| RBF Capital, LLC | 10,000 | $396.0K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10,108 | $400.3K | 0.04% | −538−5.1% | Reduced |
| Citigroup Inc | 10,928 | $432.7K | 0.00% | −11,083−50.4% | Reduced |
| Guggenheim Capital LLC | 11,194 | $443.3K | 0.00% | −75−0.7% | Reduced |
| Hunting Hill Global Capital, LLC | 11,820 | $468.1K | 0.21% | −3,471−22.7% | Reduced |
| Algert Global LLC | 14,260 | $564.7K | 0.01% | −3,560−20.0% | Reduced |
| Franklin Resources Inc | 14,753 | $584.2K | 0.00% | +60+0.4% | Added |
| Citadel Advisors LLC | 15,373 | $608.8K | 0.00% | +12,645+463.5% | Added |
| New York Life Investment Management LLC | 15,784 | $625.0K | 0.01% | −2,584−14.1% | Reduced |
| Vivaldi Asset Management, LLC | 16,405 | $649.6K | 0.05% | −1,172−6.7% | Reduced |
| Sit Investment Associates Inc | 16,624 | $658.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 16,647 | $659.2K | 0.00% | +1,667+11.1% | Added |
| Cetera Investment Advisers | 16,827 | $666.3K | 0.00% | +161+1.0% | Added |
| BCK Capital Management LP | 17,000 | $673.2K | 0.49% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 18,750 | $742.5K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 19,544 | $773.9K | 0.00% | +2,162+12.4% | Added |
| Rhumbline Advisers | 20,250 | $801.9K | 0.00% | +861+4.4% | Added |
| Diametric Capital, LP | 20,437 | $809.3K | 0.55% | +9,659+89.6% | Added |
| Susquehanna International Group, LLP | 21,794 | $863.0K | 0.00% | +21,794 | New |
| Bank of America Corp | 24,613 | $974.7K | 0.00% | +3,351+15.8% | Added |
| Angelo Gordon & Co., L.P. | 25,000 | $990.0K | 0.20% | +3,840+18.1% | Added |
| One68 Global Capital, LLC | 27,457 | $1.09M | 0.58% | +27,457 | New |
| Wolverine Asset Management LLC | 27,766 | $1.10M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 28,135 | $1.11M | 0.00% | +19,635+231.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,000 | $1.19M | 0.01% | +18,692+165.3% | Added |
| Norges Bank | 31,600 | $1.25M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 31,618 | $1.25M | 0.00% | −22,472−41.5% | Reduced |
| CSS LLC | 33,764 | $1.34M | 0.08% | −1,000−2.9% | Reduced |
| Royal Bank of Canada | 34,020 | $1.35M | 0.00% | −6,873−16.8% | Reduced |
| Principal Financial Group Inc | 36,061 | $1.43M | 0.00% | +5,365+17.5% | Added |
| Mint Tower Capital Management B.V. | 38,043 | $1.51M | 0.40% | +38,043 | New |
| Nuveen Asset Management, LLC | 41,347 | $1.64M | 0.00% | −1,262−3.0% | Reduced |
| Royce & Associates LP | 42,305 | $1.68M | 0.02% | −23,900−36.1% | Reduced |
| Deutsche Bank AG | 42,683 | $1.69M | 0.00% | +18,671+77.8% | Added |
| Bank of New York Mellon Corp | 43,965 | $1.74M | 0.00% | −2,966−6.3% | Reduced |
| Alpine Global Management, LLC | 50,000 | $1.98M | 0.58% | +50,000 | New |
| Murchinson Ltd. | 50,081 | $1.98M | 0.90% | −4,919−8.9% | Reduced |
| JPMorgan Chase & Co | 50,990 | $2.02M | 0.00% | +8,520+20.1% | Added |
| California State Teachers Retirement System | 50,999 | $2.02M | 0.00% | +50,000+5,005.0% | Added |
| ExodusPoint Capital Management, LP | 51,405 | $2.04M | 0.02% | −13,529−20.8% | Reduced |
| Credit Industriel Et Commercial | 56,500 | $2.24M | 0.59% | +56,500 | New |
| Skandinaviska Enskilda Banken AB (publ) | 57,627 | $2.28M | 0.01% | +7,279+14.5% | Added |
| ClearAlpha Technologies LP | 60,152 | $2.38M | 2.04% | +10,000+19.9% | Added |
| Carmignac Gestion | 61,074 | $2.42M | 0.04% | −12,020−16.4% | Reduced |