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, Q2 2025
Institutional positions in Surmodics Inc as of Jun 30, 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
- 136
- +1 vs. Q1 2025
- Shares held
- 12.2M
- +316.3K (+2.7%) vs. Q1 2025
- Total value
- $362.1M
- −$398.4K (−0.1%) vs. Q1 2025
- New holders
- 19
- 38 more added
- Sold out
- 18
- 50 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $149 | 0.00% | −10−66.7% | Reduced |
| IFP Advisors, Inc | 0 | $327 | 0.00% | 0 | New |
| Essential Partners LLC | 11 | $327 | 0.00% | +11 | New |
| True Wealth Design, LLC | 21 | $624 | 0.00% | +21 | New |
| GAMMA Investing LLC | 26 | $772 | 0.00% | +26 | New |
| Sterling Capital Management LLC | 34 | $1.01K | 0.00% | −60−63.8% | Reduced |
| Whittier Trust Co | 35 | $1.04K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 35 | $1.04K | 0.00% | −4−10.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 52 | $1.54K | 0.00% | +42+420.0% | Added |
| Prestige Wealth Management Group LLC | 53 | $1.57K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 59 | $1.70K | 0.00% | +5+9.3% | Added |
| TD Private Client Wealth LLC | 59 | $1.75K | 0.00% | +59 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 69 | $2.05K | 0.00% | +69 | New |
| Versant Capital Management, Inc | 85 | $2.52K | 0.00% | +79+1,316.7% | Added |
| New England Capital Financial Advisors LLC | 100 | $2.97K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 148 | $4.40K | 0.00% | +148 | New |
| Signaturefd, LLC | 191 | $5.67K | 0.00% | −31−14.0% | Reduced |
| Farther Finance Advisors, LLC | 218 | $6.48K | 0.00% | +116+113.7% | Added |
| Raymond James Financial Inc | 244 | $7.25K | 0.00% | +244 | New |
| Skopos Labs, Inc. | 402 | $11.9K | 0.00% | +400+20,000.0% | Added |
| Quantbot Technologies LP | 418 | $12.4K | 0.00% | +418 | New |
| Amalgamated Bank | 465 | $14.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 558 | $16.6K | 0.00% | +558 | New |
| Advisor Group Holdings, Inc. | 564 | $16.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 633 | $19.0K | 0.00% | +282+80.3% | Added |
| US Bancorp | 748 | $22.2K | 0.00% | −6−0.8% | Reduced |
| Caption Management, LLC | 800 | $23.8K | 0.00% | +800 | New |
| GWM Advisors LLC | 994 | $29.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 999 | $29.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,048 | $31.0K | 0.00% | −1,252−54.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,076 | $32.0K | 0.00% | −29−2.6% | Reduced |
| FMR LLC | 1,156 | $34.4K | 0.00% | +159+15.9% | Added |
| Public Employees Retirement Association of Colorado | 1,197 | $36.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,233 | $36.6K | 0.00% | +1,080+705.9% | Added |
| Ameritas Investment Partners, Inc. | 1,426 | $42.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,435 | $42.6K | 0.00% | +579+67.6% | Added |
| Legal & General Group Plc | 1,551 | $46.1K | 0.00% | −1,797−53.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,730 | $51.4K | 0.00% | +1,286+289.6% | Added |
| Longfellow Investment Management Co LLC | 1,836 | $54.5K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,893 | $86.0K | 0.00% | +2,893 | New |
| Police & Firemen's Retirement System of New Jersey | 3,436 | $102.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,000 | $118.0K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 4,999 | $148.5K | 0.00% | −4,748−48.7% | Reduced |
| New York State Common Retirement Fund | 5,716 | $169.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6,014 | $178.7K | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,196 | $213.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,307 | $217.1K | 0.00% | +116+1.6% | Added |
| Wolverine Asset Management LLC | 7,449 | $221.3K | 0.00% | −1,226−14.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,625 | $226.5K | 0.00% | −551−6.7% | Reduced |
| MetLife Investment Management | 8,107 | $240.9K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 8,464 | $251.5K | 0.41% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,618 | $285.8K | 0.00% | −34,362−78.1% | Reduced |
| Moore Capital Management, LP | 10,000 | $297.1K | 0.01% | −10,000−50.0% | Reduced |
| RBF Capital, LLC | 10,000 | $297.1K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 10,379 | $308.0K | 0.00% | −10,064−49.2% | Reduced |
| Guggenheim Capital LLC | 10,694 | $317.7K | 0.00% | +2,520+30.8% | Added |
| Creative Planning | 10,719 | $318.5K | 0.00% | +10,719 | New |
| AQR Capital Management LLC | 11,169 | $331.8K | 0.00% | +11,169 | New |
| Hunting Hill Global Capital, LLC | 12,232 | $363.4K | 0.20% | −1,311−9.7% | Reduced |
| Franklin Resources Inc | 12,418 | $368.9K | 0.00% | −13,917−52.8% | Reduced |
| CWM Advisors, LLC | 13,135 | $390.2K | 0.04% | +1,885+16.8% | Added |
| Quest Partners LLC | 14,982 | $445.1K | 0.04% | +7,399+97.6% | Added |
| HRT Financial LP | 15,762 | $468.0K | 0.00% | −85,723−84.5% | Reduced |
| Sit Investment Associates Inc | 16,624 | $494.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,745 | $497.5K | 0.00% | −82−0.5% | Reduced |
| Invesco Ltd. | 16,779 | $498.5K | 0.00% | +4,935+41.7% | Added |
| BCK Capital Management LP | 17,000 | $505.1K | 0.44% | 00.0% | Unchanged |
| LMR Partners LLP | 17,350 | $515.5K | 0.01% | −65,733−79.1% | Reduced |
| Bank of America Corp | 18,596 | $552.5K | 0.00% | −1,921−9.4% | Reduced |
| Boothbay Fund Management, LLC | 18,750 | $557.1K | 0.02% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 19,335 | $574.4K | 0.04% | −586−2.9% | Reduced |
| Diametric Capital, LP | 20,000 | $594.2K | 0.32% | +20,000 | New |
| Rhumbline Advisers | 20,628 | $612.8K | 0.00% | +264+1.3% | Added |
| Jane Street Group, LLC | 23,784 | $706.6K | 0.00% | +4,546+23.6% | Added |
| Carmignac Gestion | 27,622 | $820.6K | 0.01% | −33,452−54.8% | Reduced |
| Algert Global LLC | 29,532 | $877.4K | 0.02% | −5,590−15.9% | Reduced |
| DLD Asset Management, LP | 29,881 | $887.8K | 0.11% | −17,987−37.6% | Reduced |
| Mint Tower Capital Management B.V. | 30,043 | $893.0K | 0.14% | 00.0% | Unchanged |
| Nuveen, LLC | 31,072 | $923.1K | 0.00% | −10,275−24.9% | Reduced |
| Norges Bank | 31,600 | $938.8K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 34,268 | $1.02M | 0.00% | −80,843−70.2% | Reduced |
| CSS LLC | 34,529 | $1.03M | 0.06% | −1,737−4.8% | Reduced |
| Weiss Asset Management LP | 35,109 | $1.04M | 0.02% | +35,109 | New |
| Burren Capital Advisors Ltd | 35,846 | $1.06M | 3.11% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 36,530 | $1.09M | 0.11% | +7,826+27.3% | Added |
| Angelo Gordon & Co., L.P. | 40,000 | $1.19M | 0.16% | 00.0% | Unchanged |
| Deutsche Bank AG | 40,146 | $1.19M | 0.00% | +29,296+270.0% | Added |
| Royce & Associates LP | 42,305 | $1.26M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 42,771 | $1.27M | 0.00% | −331−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 42,975 | $1.28M | 0.03% | +42,975 | New |
| Gardner Lewis Asset Management L P | 46,979 | $1.40M | 0.35% | −14,678−23.8% | Reduced |
| Verition Fund Management LLC | 49,766 | $1.48M | 0.01% | −40,902−45.1% | Reduced |
| Murchinson Ltd. | 52,900 | $1.57M | 0.85% | −81−0.2% | Reduced |
| Credit Industriel Et Commercial | 59,200 | $1.76M | 0.28% | −26,300−30.8% | Reduced |
| Citadel Advisors LLC | 62,353 | $1.85M | 0.00% | −6,982−10.1% | Reduced |
| Boussard & Gavaudan Investment Management LLP | 64,245 | $1.89M | 0.24% | −24,402−27.5% | Reduced |
| Taconic Capital Advisors LP | 69,700 | $2.07M | 0.24% | +700+1.0% | Added |
| Royal Bank of Canada | 69,770 | $2.07M | 0.00% | +35,669+104.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 75,010 | $2.23M | 0.01% | +17,384+30.2% | Added |