Institutional Ownership Surmodics Inc (SRDX)
This table provides information about the institutional ownership of Surmodics Inc (SRDX). We have compiled data on the 157 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
218
shares
|
$9,070
0.0% of portfolio
|
Q2 2025
Added 113.73%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
200
shares
|
$8,322
0.0% of portfolio
|
Q3 2025
Added 35.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
191
shares
|
$7,947
0.0% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
135
shares
|
$5,617
0.0% of portfolio
|
Q3 2025
Added 419.23%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
122
shares
|
$5,076
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
100
shares
|
$4,161
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
97
shares
|
$4,036
0.0% of portfolio
|
Q3 2025
Added 64.41%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
85
shares
|
$3,536
0.0% of portfolio
|
Q2 2025
Added 1316.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
59
shares
|
$2,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
53
shares
|
$2,205
0.0% of portfolio
|
Q4 2019
Reduced 3.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
38
shares
|
$1,581
0.0% of portfolio
|
Q3 2025
Added 80.95%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
35
shares
|
$1,456
0.0% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
35
shares
|
$1,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
34
shares
|
$1,414
0.0% of portfolio
|
Q2 2025
Reduced 63.83%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
21
shares
|
$873
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
21
shares
|
$873
0.0% of portfolio
|
Q3 2025
Reduced 59.62%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13
shares
|
$540
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7
shares
|
$291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
5
shares
|
$208
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5
shares
|
$208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|