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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 1,426 | $42.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,233 | $36.6K | 0.00% | +1,080+705.9% | Added |
| Public Employees Retirement Association of Colorado | 1,197 | $36.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,156 | $34.4K | 0.00% | +159+15.9% | Added |
| Nisa Investment Advisors, LLC | 1,076 | $32.0K | 0.00% | −29−2.6% | Reduced |
| Simplex Trading, LLC | 1,048 | $31.0K | 0.00% | −1,252−54.4% | Reduced |
| California State Teachers Retirement System | 999 | $29.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 994 | $29.5K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 800 | $23.8K | 0.00% | +800 | New |
| US Bancorp | 748 | $22.2K | 0.00% | −6−0.8% | Reduced |
| CWM, LLC | 633 | $19.0K | 0.00% | +282+80.3% | Added |
| Advisor Group Holdings, Inc. | 564 | $16.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 558 | $16.6K | 0.00% | +558 | New |
| Amalgamated Bank | 465 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 418 | $12.4K | 0.00% | +418 | New |
| Skopos Labs, Inc. | 402 | $11.9K | 0.00% | +400+20,000.0% | Added |
| Raymond James Financial Inc | 244 | $7.25K | 0.00% | +244 | New |
| Farther Finance Advisors, LLC | 218 | $6.48K | 0.00% | +116+113.7% | Added |
| Signaturefd, LLC | 191 | $5.67K | 0.00% | −31−14.0% | Reduced |
| Fortitude Family Office, LLC | 148 | $4.40K | 0.00% | +148 | New |
| New England Capital Financial Advisors LLC | 100 | $2.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 85 | $2.52K | 0.00% | +79+1,316.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 69 | $2.05K | 0.00% | +69 | New |
| TD Private Client Wealth LLC | 59 | $1.75K | 0.00% | +59 | New |
| Smartleaf Asset Management LLC | 59 | $1.70K | 0.00% | +5+9.3% | Added |
| Prestige Wealth Management Group LLC | 53 | $1.57K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 52 | $1.54K | 0.00% | +42+420.0% | Added |
| Parallel Advisors, LLC | 35 | $1.04K | 0.00% | −4−10.3% | Reduced |
| Whittier Trust Co | 35 | $1.04K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 34 | $1.01K | 0.00% | −60−63.8% | Reduced |
| GAMMA Investing LLC | 26 | $772 | 0.00% | +26 | New |
| True Wealth Design, LLC | 21 | $624 | 0.00% | +21 | New |
| IFP Advisors, Inc | 0 | $327 | 0.00% | 0 | New |
| Essential Partners LLC | 11 | $327 | 0.00% | +11 | New |
| Rothschild Investment LLC | 5 | $149 | 0.00% | −10−66.7% | Reduced |
| Bessemer Group Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −36,699−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −18,132−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −9,511−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −7,626−100.0% | Sold out |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −7,323−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,963−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −6,752−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,111−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |