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, Q1 2025
Institutional positions in Surmodics Inc as of Mar 31, 2025. 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
- 135
- −2 vs. Q4 2024
- Shares held
- 11.9M
- +9.61K (+0.1%) vs. Q4 2024
- Total value
- $362.4M
- −$107.1M (−22.8%) vs. Q4 2024
- New holders
- 21
- 41 more added
- Sold out
- 23
- 46 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 4 | $0 | 0.00% | +4 | New |
| Skopos Labs, Inc. | 2 | $62 | 0.00% | −108−98.2% | Reduced |
| Versant Capital Management, Inc | 6 | $183 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 8 | $244 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 10 | $305 | 0.00% | +10 | New |
| Rothschild Investment LLC | 15 | $458 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 24 | $733 | 0.00% | +24 | New |
| Whittier Trust Co | 35 | $1.07K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 39 | $1.19K | 0.00% | −173−81.6% | Reduced |
| The PNC Financial Services Group, Inc. | 53 | $1.62K | 0.00% | +53 | New |
| Prestige Wealth Management Group LLC | 53 | $1.62K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 54 | $1.66K | 0.00% | −28−34.1% | Reduced |
| Quadrant Capital Group LLC | 61 | $1.86K | 0.00% | +61 | New |
| Sterling Capital Management LLC | 94 | $2.87K | 0.00% | −74−44.0% | Reduced |
| New England Capital Financial Advisors LLC | 100 | $3.05K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $3.15K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 145 | $4.00K | 0.00% | −356−71.1% | Reduced |
| Russell Investments Group, Ltd. | 153 | $4.67K | 0.00% | −31,465−99.5% | Reduced |
| Coldstream Capital Management Inc | 183 | $5.59K | 0.00% | +183 | New |
| Signaturefd, LLC | 222 | $6.78K | 0.00% | +31+16.2% | Added |
| CWM, LLC | 351 | $11.0K | 0.00% | −149−29.8% | Reduced |
| Tower Research Capital LLC (TRC) | 444 | $13.6K | 0.00% | −416−48.4% | Reduced |
| Amalgamated Bank | 465 | $14.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 564 | $17.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 754 | $23.0K | 0.00% | −4−0.5% | Reduced |
| Manchester Capital Management LLC | 775 | $23.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 856 | $26.1K | 0.00% | −815−48.8% | Reduced |
| GWM Advisors LLC | 994 | $30.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 997 | $30.4K | 0.00% | −1,034−50.9% | Reduced |
| California State Teachers Retirement System | 999 | $30.5K | 0.00% | −50,000−98.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,105 | $33.7K | 0.00% | +12+1.1% | Added |
| Public Employees Retirement Association of Colorado | 1,197 | $37.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,426 | $43.5K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,836 | $56.1K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,300 | $70.0K | 0.00% | +653+39.6% | Added |
| Legal & General Group Plc | 3,348 | $102.2K | 0.00% | −104−3.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,436 | $104.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,000 | $122.0K | 0.07% | −3,500−46.7% | Reduced |
| STRS Ohio | 4,000 | $122.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,111 | $156.0K | 0.00% | −1,829−26.4% | Reduced |
| New York State Common Retirement Fund | 5,716 | $174.5K | 0.00% | −13,828−70.8% | Reduced |
| Financial Perspectives, Inc | 6,014 | $183.6K | 0.06% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,752 | $206.1K | 0.00% | −101−1.5% | Reduced |
| Sherbrooke Park Advisers LLC | 6,963 | $212.6K | 0.10% | +6,963 | New |
| Wells Fargo & Company | 7,191 | $219.5K | 0.00% | +159+2.3% | Added |
| Intech Investment Management LLC | 7,196 | $219.7K | 0.00% | +1,138+18.8% | Added |
| DeepCurrents Investment Group LLC | 7,323 | $223.6K | 0.01% | +760+11.6% | Added |
| Quest Partners LLC | 7,583 | $231.5K | 0.03% | +7,583 | New |
| Mairs & Power Inc | 7,626 | $232.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,107 | $247.5K | 0.00% | −175−2.1% | Reduced |
| Guggenheim Capital LLC | 8,174 | $249.6K | 0.00% | −3,020−27.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,176 | $249.6K | 0.00% | +327+4.2% | Added |
| Keebeck Alpha, LP | 8,464 | $258.4K | 0.30% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 8,675 | $264.8K | 0.01% | −19,091−68.8% | Reduced |
| Brevan Howard Capital Management LP | 9,511 | $290.4K | 0.01% | +3,989+72.2% | Added |
| Citigroup Inc | 9,747 | $297.6K | 0.00% | −1,181−10.8% | Reduced |
| RBF Capital, LLC | 10,000 | $305.3K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,850 | $331.3K | 0.00% | −31,833−74.6% | Reduced |
| CWM Advisors, LLC | 11,250 | $343.5K | 0.04% | +1,142+11.3% | Added |
| Invesco Ltd. | 11,844 | $361.6K | 0.00% | +6,036+103.9% | Added |
| Maven Securities LTD | 12,000 | $366.4K | 0.08% | +12,000 | New |
| Hunting Hill Global Capital, LLC | 13,543 | $413.5K | 0.52% | +1,723+14.6% | Added |
| Sit Investment Associates Inc | 16,624 | $508.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,827 | $513.7K | 0.00% | 00.0% | Unchanged |
| BCK Capital Management LP | 17,000 | $519.0K | 0.40% | 00.0% | Unchanged |
| Water Island Capital LLC | 18,132 | $553.6K | 0.10% | +18,132 | New |
| Boothbay Fund Management, LLC | 18,750 | $572.4K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,238 | $587.3K | 0.00% | +19,238 | New |
| Vivaldi Asset Management, LLC | 19,921 | $608.2K | 0.04% | +3,516+21.4% | Added |
| Moore Capital Management, LP | 20,000 | $610.6K | 0.02% | +20,000 | New |
| Rhumbline Advisers | 20,364 | $621.7K | 0.00% | +114+0.6% | Added |
| ExodusPoint Capital Management, LP | 20,443 | $624.0K | 0.01% | −30,962−60.2% | Reduced |
| Bank of America Corp | 20,517 | $626.4K | 0.00% | −4,096−16.6% | Reduced |
| Susquehanna International Group, LLP | 21,738 | $663.7K | 0.00% | −56−0.3% | Reduced |
| Franklin Resources Inc | 26,335 | $804.0K | 0.00% | +11,582+78.5% | Added |
| Wellington Management Group LLP | 26,700 | $815.2K | 0.00% | +26,700 | New |
| Prelude Capital Management, LLC | 28,704 | $876.3K | 0.09% | −52,741−64.8% | Reduced |
| Mint Tower Capital Management B.V. | 30,043 | $917.0K | 0.34% | −8,000−21.0% | Reduced |
| Lighthouse Investment Partners, LLC | 31,585 | $964.3K | 0.04% | +24,966+377.2% | Added |
| Norges Bank | 31,600 | $964.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 34,101 | $1.04M | 0.00% | +81+0.2% | Added |
| Algert Global LLC | 35,122 | $1.07M | 0.03% | +20,862+146.3% | Added |
| Burren Capital Advisors Ltd | 35,846 | $1.09M | 3.91% | +35,846 | New |
| CSS LLC | 36,266 | $1.11M | 0.08% | +2,502+7.4% | Added |
| Principal Financial Group Inc | 36,699 | $1.12M | 0.00% | +638+1.8% | Added |
| Angelo Gordon & Co., L.P. | 40,000 | $1.22M | 0.21% | +15,000+60.0% | Added |
| Nuveen, LLC | 41,347 | $1.26M | 0.00% | +41,347 | New |
| Royce & Associates LP | 42,305 | $1.29M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 43,102 | $1.32M | 0.00% | −863−2.0% | Reduced |
| JPMorgan Chase & Co | 43,980 | $1.34M | 0.00% | −7,010−13.7% | Reduced |
| DLD Asset Management, LP | 47,868 | $1.46M | 0.21% | −15,623−24.6% | Reduced |
| Murchinson Ltd. | 52,981 | $1.62M | 0.28% | +2,900+5.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 57,626 | $1.76M | 0.01% | −10.0% | Reduced |
| Carmignac Gestion | 61,074 | $1.86M | 0.03% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 61,657 | $1.88M | 0.45% | −201,221−76.5% | Reduced |
| UBS Group AG | 65,742 | $2.01M | 0.00% | +58,835+851.8% | Added |
| Taconic Capital Advisors LP | 69,000 | $2.11M | 0.19% | +69,000 | New |
| Citadel Advisors LLC | 69,335 | $2.12M | 0.00% | +53,962+351.0% | Added |
| Yakira Capital Management, Inc. | 81,113 | $2.48M | 1.01% | +10,000+14.1% | Added |
| LMR Partners LLP | 83,083 | $2.54M | 0.05% | +83,083 | New |