SurmodicsSRDX

13F holders, Q3 2025 (September 30)
146holders +11
27new positions
16sold out
5famous investors
$29.90avg. 13F price*

At the end of Q3 2025, 146 institutions reported holding Surmodics Inc. (SRDX) in their 13F filings, up 11 from Q2 2025. 27 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($34.3M), Alliancebernstein L.P. ($26.5M) and Vanguard Group Inc. ($24.2M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Surmodics Inc.
CUSIP
868873100
Latest filing quarter
Q4 2025

History

Number of 13F holders

050100150 Q1 2024: 112Q1 2024Q2 2024: 124Q2 2024Q3 2024: 127Q3 2024Q4 2024: 139Q4 2024Q1 2025: 135Q1 2025Q2 2025: 135Q2 2025Q3 2025: 146Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions27$25.9M
Exits16$35.5M

All 13F filers, Q2 2025 → Q3 2025: 2,306,135 shares bought and 2,912,633 shares sold, net −606,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 146 holders

BlackRock, Inc. 0.00% Add +0.1% 1,148,587 $34.3M
Alliancebernstein L.P. 0.01% Add +4.3% 887,193 $26.5M
Vanguard Group Inc. 0.00% Reduce -0.0% 809,876 $24.2M
Oddo BHF Asset Management Sas 0.69% Add +127.5% 610,000 $18.2M
Hudson Bay Capital Management LP 0.11% Add +34.1% 536,275 $16.0M
Qube Research & Technologies Ltd 0.02% Add +6.3% 418,940 $12.5M
Gabelli Funds LLC 0.08% Reduce -7.3% 384,371 $11.5M
Readystate Asset Management LP 1.12% Reduce -11.7% 383,016 $11.4M
Citadel Advisors 0.01% Add +485.6% 365,110 $10.9M
Geode Capital Management, LLC 0.00% Add +0.8% 339,036 $10.1M
State Street Corp. 0.00% Add +0.7% 323,140 $9.7M
Dimensional Fund Advisors LP 0.00% Reduce -9.5% 320,632 $9.6M
Morgan Stanley 0.00% Reduce -51.2% 320,037 $9.6M
HSBC Holdings PLC 0.01% Add +12.1% 299,165 $9.0M
Goldman Sachs Group Inc. 0.00% Add +7.2% 246,380 $7.4M
Weiss Asset Management LP 0.11% Add +507.3% 213,221 $6.4M
TIG Advisors, LLC 0.37% New 198,581 $5.9M
Millennium Management 0.00% Add +8.1% 168,263 $5.0M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.77% Reduce -21.5% 159,835 $4.8M
AQR Arbitrage LLC 0.16% Reduce -4.5% 149,086 $4.5M
Man Group plc 0.01% New 135,624 $4.1M
Balyasny Asset Management L.P. 0.01% Reduce -51.3% 132,455 $4.0M
Sand Grove Capital Management LLP 1.89% New 129,557 $3.9M
Northern Trust Corp. 0.00% Reduce -1.9% 125,597 $3.8M
Charles Schwab Investment Management Inc. 0.00% Add +1.2% 118,748 $3.5M
GAMCO Investors 0.03% Reduce -10.1% 114,600 $3.4M
Schonfeld Strategic Advisors LLC 0.02% Reduce -32.8% 99,984 $3.0M
Governors Lane LP 0.41% New 97,318 $2.9M
Adage Capital Partners Gp, L.L.C. 0.00% New 91,270 $2.7M
Nuveen, LLC 0.00% Add +185.1% 88,582 $2.6M
Jane Street Group, LLC 0.00% Add +260.2% 85,669 $2.6M
Marshall Wace, LLP 0.00% Add +140.4% 82,373 $2.5M
Woodline Partners LP 0.01% Reduce -46.0% 78,299 $2.3M
D. E. Shaw & Co. 0.00% Reduce -28.4% 74,422 $2.2M
Groupe la Francaise 0.03% Reduce -14.0% 73,800 $2.2M
Yakira Capital Management, Inc. 0.82% Reduce -3.4% 72,590 $2.2M
Lighthouse Investment Partners, LLC 0.08% Reduce -25.4% 70,749 $2.1M
Salem Investment Counselors Inc. 0.05% Reduce -45.9% 62,155 $1.9M
Alpine Global Management, LLC 0.46% Reduce -29.2% 58,761 $1.8M
Prelude Capital Management, LLC 0.13% Add +53.4% 56,018 $1.7M
Murchinson Ltd. 0.31% Add +0.1% 52,981 $1.6M
Royal Bank of Canada 0.00% Reduce -25.8% 51,752 $1.5M
Credit Industriel Et Commercial 0.35% Reduce -13.5% 51,200 $1.5M
LMR Partners LLP 0.03% Add +192.8% 50,792 $1.5M
HRT Financial LP 0.01% Add +210.1% 48,873 $1.5M
Gardner Lewis Asset Management L P 0.37% No change 46,979 $1.4M
BCK Capital Management LP 1.49% Add +172.4% 46,317 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 46,000 $1.4M
Barclays PLC 0.00% Reduce -61.4% 44,382 $1.3M
Bank of New York Mellon Corp 0.00% Add +2.0% 43,628 $1.3M
Deutsche Bank AG 0.00% Add +6.8% 42,860 $1.3M
Royce & Associates LP 0.01% Add +1.0% 42,721 $1.3M
Verition Fund Management LLC 0.01% Reduce -22.9% 38,364 $1.1M
Skandinaviska Enskilda Banken AB (publ) 0.00% Reduce -53.2% 35,075 $1.0M
Burren Capital Advisors Ltd 3.05% Reduce -6.1% 33,664 $1.0M
UBS Group AG 0.00% Reduce -92.4% 32,251 $964K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -28.1% 30,897 $924K
Mint Tower Capital Management B.V. 0.22% No change 30,043 $898K
Carmignac Gestion 0.01% No change 27,622 $826K
CSS LLC 0.14% Reduce -23.2% 26,529 $793K
Arrowstreet Capital, Limited Partnership 0.00% New 25,410 $760K
Invesco Ltd. 0.00% Add +48.7% 24,955 $746K
Susquehanna International Group, LLP 0.00% Reduce -77.2% 24,908 $745K
Engineers Gate Manager LP 0.01% New 24,279 $726K
Bank of America Corp. 0.00% Add +29.3% 24,042 $719K
Cubist Systematic Strategies, LLC 0.01% New 21,904 $655K
Nexpoint Asset Management, L.P. 0.06% New 20,742 $620K
Rhumbline Advisers 0.00% Reduce -3.3% 19,955 $596K
AQR Capital Management 0.00% Add +75.6% 19,610 $586K
First Trust Capital Management L.P. 0.04% No change 19,335 $578K
Creative Planning 0.00% Add +76.1% 18,873 $564K
Boothbay Fund Management, LLC 0.01% Add +0.1% 18,767 $561K
Sit Investment Associates Inc. 0.01% No change 16,624 $497K
Cetera Investment Advisers 0.00% Reduce -4.0% 16,066 $480K
Group One Trading LLC 0.01% Add +435.2% 15,484 $463K
DLD Asset Management, LP 0.19% Reduce -48.4% 15,426 $461K
Inspire Investing, LLC 0.04% Add +14.7% 15,066 $450K
Franklin Resources Inc. 0.00% Add +20.7% 14,984 $448K
BTG Pactual Asset Management US LLC 0.05% New 14,944 $447K
Algert Global LLC 0.01% Reduce -58.8% 12,172 $364K
JPMorgan Chase & Co. 0.00% Add +19.4% 11,483 $343K
AlphaQuest LLC 0.02% Reduce -33.0% 10,030 $300K
Vazirani Asset Management LLC 1.07% New 10,000 $299K
Rangeley Capital, LLC 0.29% New 10,000 $299K
RBF Capital, LLC 0.01% No change 10,000 $299K
Belvedere Trading LLC 0.02% New 9,554 $286K
Hunting Hill Global Capital, LLC 0.10% Reduce -26.4% 9,003 $269K
Wells Fargo & Company 0.00% Add +18.4% 8,653 $259K
Olympiad Research LP 0.35% No change 8,464 $253K
MetLife Investment Management, LLC 0.00% No change 8,107 $242K
Jump Financial, LLC 0.00% New 8,013 $240K
Diametric Capital, LP 0.08% Reduce -62.5% 7,500 $224K
Quantinno Capital Management LP 0.00% New 7,498 $224K
T. Rowe Price Associates Inc. 0.00% New 7,372 $221K
Wolverine Asset Management LLC 0.02% Reduce -1.8% 7,315 $219K
Angelo Gordon & Co., L.P. 0.03% Reduce -82.4% 7,042 $210K
Taconic Capital Advisors LP 0.06% Reduce -90.3% 6,741 $201K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 6,469 $193K
Financial Perspectives, Inc 0.05% No change 6,014 $180K
FNY Investment Advisers, LLC 0.06% Add +50.0% 6,000 $179K
New York State Common Retirement Fund 0.00% No change 5,716 $171K
Quantbot Technologies LP 0.00% Add +1156.5% 5,252 $157K
Police & Firemen's Retirement System of New Jersey 0.00% Add +17.3% 4,030 $120K
SG Americas Securities, LLC 0.00% New 3,366 $101K
BNP Paribas Financial Markets 0.00% Add +89.2% 2,715 $81K
Point72 (DIFC) Ltd 0.01% New 2,526 $76K
Russell Investments Group, Ltd. 0.00% Add +92.6% 2,375 $71K
Palisade Asset Management, LLC 0.01% New 2,000 $60K
Legal & General Group Plc 0.00% No change 1,551 $46K
FMR LLC 0.00% Add +30.3% 1,506 $45K
Ameritas Investment Partners, Inc. 0.00% No change 1,426 $43K
Public Employees Retirement Association of Colorado 0.00% No change 1,197 $36K
Nisa Investment Advisors, LLC 0.00% No change 1,076 $32K
Cwm, LLC 0.00% Add +65.4% 1,047 $31K
California State Teachers Retirement System 0.00% Add +0.1% 1,000 $30K
NewEdge Advisors, LLC 0.00% Reduce -11.0% 885 $26K
State of Alaska, Department of Revenue 0.00% New 782 $23K
US Bancorp \de 0.00% No change 748 $22K
Citigroup Inc. 0.00% Reduce -85.1% 744 $22K
Tower Research Capital LLC (TRC) 0.00% Reduce -57.6% 733 $22K
Osaic Holdings, Inc. 0.00% No change 564 $19K
EverSource Wealth Advisors, LLC 0.00% Add +0.7% 562 $17K
Quadrant Capital Group LLC 0.00% New 548 $16K
Amalgamated Bank 0.00% No change 465 $14K
Arax Advisory Partners 0.00% New 309 $9K
Farther Finance Advisors, LLC 0.00% No change 218 $7K
Fortitude Family Office, LLC 0.00% Add +35.1% 200 $6K
Signaturefd, LLC 0.00% No change 191 $6K
GAMMA Investing LLC 0.00% Add +419.2% 135 $4K
Optiver Holding B.V. 0.00% New 122 $4K
New England Capital Financial Advisors LLC 0.00% No change 100 $3K
Smartleaf Asset Management LLC 0.00% Add +64.4% 97 $3K
Versant Capital Management, Inc 0.00% No change 85 $3K
TD Private Client Wealth LLC 0.00% No change 59 $2K
Prestige Wealth Management Group LLC 0.00% No change 53 $2K
True Wealth Design, LLC 0.00% Add +81.0% 38 $1K
Essential Partners LLC 0.00% Add +218.2% 35 $1K
Parallel Advisors, LLC 0.00% No change 35 $1K
Whittier Trust Co. 0.00% No change 35 $1K
Sterling Capital Management LLC 0.00% No change 34 $1K
IFP Advisors, Inc 0.00% Add +0.0% 26 $777
Caitong International Asset Management Co., Ltd 0.00% Reduce -59.6% 21 $628
Quarry LP 0.00% New 13 $389
Allworth Financial LP 0.00% New 7 $210
Rothschild Investment LLC 0.00% No change 5 $149
Advisory Services Network, LLC 0.00% New 5 $149

"% of holder's portfolio" is SRDX's weight in each manager's 13F, not the share of Surmodics Inc. the manager owns.