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 2025
Institutional positions in Surmodics Inc as of Sep 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
SRDX is no longer listed, so this page shows Q3 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 146
- +11 vs. Q2 2025
- Shares held
- 11.5M
- −606.5K (−5.0%) vs. Q2 2025
- Total value
- $345.2M
- −$15.9M (−4.4%) vs. Q2 2025
- New holders
- 27
- 49 more added
- Sold out
- 16
- 43 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Surmodics Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5 | $149 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5 | $149 | 0.00% | +5 | New |
| Allworth Financial LP | 7 | $210 | 0.00% | +7 | New |
| Quarry LP | 13 | $389 | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 21 | $628 | 0.00% | −31−59.6% | Reduced |
| IFP Advisors, Inc | 26 | $777 | 0.00% | +26 | Added |
| Sterling Capital Management LLC | 34 | $1.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 35 | $1.05K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 35 | $1.05K | 0.00% | +24+218.2% | Added |
| True Wealth Design, LLC | 38 | $1.14K | 0.00% | +17+81.0% | Added |
| Prestige Wealth Management Group LLC | 53 | $1.58K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 59 | $1.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 85 | $2.54K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 97 | $2.90K | 0.00% | +38+64.4% | Added |
| New England Capital Financial Advisors LLC | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 122 | $3.65K | 0.00% | +122 | New |
| GAMMA Investing LLC | 135 | $4.04K | 0.00% | +109+419.2% | Added |
| Signaturefd, LLC | 191 | $5.71K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 200 | $5.98K | 0.00% | +52+35.1% | Added |
| Farther Finance Advisors, LLC | 218 | $6.52K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 309 | $9.24K | 0.00% | +309 | New |
| Amalgamated Bank | 465 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 548 | $16.4K | 0.00% | +548 | New |
| EverSource Wealth Advisors, LLC | 562 | $16.8K | 0.00% | +4+0.7% | Added |
| Advisor Group Holdings, Inc. | 564 | $19.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 733 | $21.9K | 0.00% | −997−57.6% | Reduced |
| Citigroup Inc | 744 | $22.2K | 0.00% | −4,255−85.1% | Reduced |
| US Bancorp | 748 | $22.4K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 782 | $23.0K | 0.00% | +782 | New |
| GWM Advisors LLC | 885 | $26.5K | 0.00% | −109−11.0% | Reduced |
| California State Teachers Retirement System | 1,000 | $29.9K | 0.00% | +1+0.1% | Added |
| CWM, LLC | 1,047 | $31.0K | 0.00% | +414+65.4% | Added |
| Nisa Investment Advisors, LLC | 1,076 | $32.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,197 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,426 | $42.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,506 | $45.0K | 0.00% | +350+30.3% | Added |
| Legal & General Group Plc | 1,551 | $46.4K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 2,000 | $59.8K | 0.01% | +2,000 | New |
| Russell Investments Group, Ltd. | 2,375 | $71.0K | 0.00% | +1,142+92.6% | Added |
| Point72 (DIFC) Ltd | 2,526 | $75.5K | 0.01% | +2,526 | New |
| BNP Paribas Arbitrage, SA | 2,715 | $81.2K | 0.00% | +1,280+89.2% | Added |
| SG Americas Securities, LLC | 3,366 | $101.0K | 0.00% | +3,366 | New |
| Police & Firemen's Retirement System of New Jersey | 4,030 | $120.5K | 0.00% | +594+17.3% | Added |
| Quantbot Technologies LP | 5,252 | $157.0K | 0.00% | +4,834+1,156.5% | Added |
| New York State Common Retirement Fund | 5,716 | $170.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 6,000 | $179.0K | 0.06% | +2,000+50.0% | Added |
| Financial Perspectives, Inc | 6,014 | $179.8K | 0.05% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,469 | $193.4K | 0.00% | −1,156−15.2% | Reduced |
| Taconic Capital Advisors LP | 6,741 | $201.5K | 0.06% | −62,959−90.3% | Reduced |
| Angelo Gordon & Co., L.P. | 7,042 | $210.5K | 0.03% | −32,958−82.4% | Reduced |
| Wolverine Asset Management LLC | 7,315 | $218.6K | 0.00% | −134−1.8% | Reduced |
| Price T Rowe Associates Inc | 7,372 | $221.0K | 0.00% | +7,372 | New |
| Quantinno Capital Management LP | 7,498 | $224.1K | 0.00% | +7,498 | New |
| Diametric Capital, LP | 7,500 | $224.2K | 0.08% | −12,500−62.5% | Reduced |
| Jump Financial, LLC | 8,013 | $239.5K | 0.00% | +8,013 | New |
| MetLife Investment Management | 8,107 | $242.3K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 8,464 | $253.0K | 0.35% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,653 | $258.6K | 0.00% | +1,346+18.4% | Added |
| Hunting Hill Global Capital, LLC | 9,003 | $269.1K | 0.10% | −3,229−26.4% | Reduced |
| Belvedere Trading LLC | 9,554 | $285.6K | 0.02% | +9,554 | New |
| RBF Capital, LLC | 10,000 | $298.9K | 0.01% | 00.0% | Unchanged |
| Rangeley Capital, LLC | 10,000 | $298.9K | 0.28% | +10,000 | New |
| Vazirani Asset Management LLC | 10,000 | $298.9K | 1.07% | +10,000 | New |
| Quest Partners LLC | 10,030 | $299.8K | 0.02% | −4,952−33.1% | Reduced |
| JPMorgan Chase & Co | 11,483 | $343.2K | 0.00% | +1,865+19.4% | Added |
| Algert Global LLC | 12,172 | $363.8K | 0.01% | −17,360−58.8% | Reduced |
| BTG Pactual Asset Management US LLC | 14,944 | $446.7K | 0.05% | +14,944 | New |
| Franklin Resources Inc | 14,984 | $447.9K | 0.00% | +2,566+20.7% | Added |
| CWM Advisors, LLC | 15,066 | $450.3K | 0.04% | +1,931+14.7% | Added |
| DLD Asset Management, LP | 15,426 | $461.1K | 0.06% | −14,455−48.4% | Reduced |
| Group One Trading, L.P. | 15,484 | $462.8K | 0.01% | +12,591+435.2% | Added |
| Cetera Investment Advisers | 16,066 | $480.2K | 0.00% | −679−4.1% | Reduced |
| Sit Investment Associates Inc | 16,624 | $497.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 18,767 | $560.9K | 0.01% | +17+0.1% | Added |
| Creative Planning | 18,873 | $564.1K | 0.00% | +8,154+76.1% | Added |
| Vivaldi Asset Management, LLC | 19,335 | $577.9K | 0.04% | 00.0% | Unchanged |
| AQR Capital Management LLC | 19,610 | $586.1K | 0.00% | +8,441+75.6% | Added |
| Rhumbline Advisers | 19,955 | $596.4K | 0.00% | −673−3.3% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 20,742 | $620.0K | 0.06% | +20,742 | New |
| Cubist Systematic Strategies, LLC | 21,904 | $654.7K | 0.01% | +21,904 | New |
| Bank of America Corp | 24,042 | $718.6K | 0.00% | +5,446+29.3% | Added |
| Engineers Gate Manager LP | 24,279 | $725.7K | 0.01% | +24,279 | New |
| Susquehanna International Group, LLP | 24,908 | $744.5K | 0.00% | −84,117−77.2% | Reduced |
| Invesco Ltd. | 24,955 | $745.9K | 0.00% | +8,176+48.7% | Added |
| Arrowstreet Capital, Limited Partnership | 25,410 | $759.5K | 0.00% | +25,410 | New |
| CSS LLC | 26,529 | $793.0K | 0.05% | −8,000−23.2% | Reduced |
| Carmignac Gestion | 27,622 | $825.6K | 0.01% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 30,043 | $898.0K | 0.12% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 30,897 | $923.5K | 0.02% | −12,078−28.1% | Reduced |
| UBS Group AG | 32,251 | $964.0K | 0.00% | −390,473−92.4% | Reduced |
| Burren Capital Advisors Ltd | 33,664 | $1.01M | 3.05% | −2,182−6.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 35,075 | $1.05M | 0.00% | −39,935−53.2% | Reduced |
| Verition Fund Management LLC | 38,364 | $1.15M | 0.01% | −11,402−22.9% | Reduced |
| Royce & Associates LP | 42,721 | $1.28M | 0.01% | +416+1.0% | Added |
| Deutsche Bank AG | 42,860 | $1.28M | 0.00% | +2,714+6.8% | Added |
| Bank of New York Mellon Corp | 43,628 | $1.30M | 0.00% | +857+2.0% | Added |
| Barclays PLC | 44,382 | $1.33M | 0.00% | −70,655−61.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 46,000 | $1.37M | 0.00% | +46,000 | New |
| BCK Capital Management LP | 46,317 | $1.38M | 1.47% | +29,317+172.5% | Added |