SRDX — SURMODICS INC
Reported value held$170.46M
Funds holding (latest)41
Sector—
SRDX (SURMODICS INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 41 funds have reported positions historically, with the sum of their latest reported stakes valued at $170.46M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q3 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.15M | $34.33M | 0.00% | Hold |
| Vanguard Group history | 809.88K | $24.21M | 0.00% | Hold |
| Citadel Advisors history | 365.11K | $10.91M | 0.00% | Add |
| Geode Capital Management history | 339.04K | $10.14M | 0.00% | Add |
| Morgan Stanley history | 320.04K | $9.57M | 0.00% | Reduce |
| Goldman Sachs Group history | 246.38K | $7.36M | 0.00% | Add |
| Millennium Management history | 203.26K | $6.08M | 0.00% | Add |
| Balyasny Asset Management history | 132.46K | $3.96M | 0.01% | Reduce |
| Northern Trust Corp history | 125.60K | $3.75M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 118.75K | $3.55M | 0.00% | Add |
| Marshall Wace history | 82.37K | $2.46M | 0.00% | Add |
| D. E. Shaw & Co history | 74.42K | $2.22M | 0.00% | Reduce |
| BNY Mellon history | 43.63K | $1.30M | 0.00% | Add |
| Deutsche Bank AG history | 42.86K | $1.28M | 0.00% | Add |
| Royce & Associates history | 42.72K | $1.28M | 0.01% | Add |
| UBS Group AG history | 32.25K | $963.98K | 0.00% | Reduce |
| Arrowstreet Capital history | 25.41K | $759.50K | 0.00% | New |
| Invesco Ltd history | 24.95K | $745.90K | 0.00% | Add |
| Bank of America Corp history | 24.04K | $718.62K | 0.00% | Add |
| AQR Capital Management history | 19.61K | $586.15K | 0.00% | Add |
| Franklin Resources history | 14.98K | $447.87K | 0.00% | Add |
| JPMorgan Chase & Co history | 11.48K | $343.23K | 0.00% | Add |
| Wells Fargo & Co history | 8.65K | $258.64K | 0.00% | Add |
| Legal & General Investment Management America history | 1.55K | $46.36K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.51K | $45.00K | 0.00% | Add |
| Citigroup Inc history | 744 | $22.24K | 0.00% | Reduce |
| T. Rowe Price Associates history | 7.37K | $221 | 0.00% | New |
Q2 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.15M | $34.09M | 0.00% | Reduce |
| Vanguard Group history | 810.18K | $24.07M | 0.00% | Add |
| Morgan Stanley history | 655.80K | $19.48M | 0.00% | Reduce |
| UBS Group AG history | 422.72K | $12.56M | 0.00% | Add |
| Geode Capital Management history | 336.24K | $9.99M | 0.00% | Hold |
| Balyasny Asset Management history | 271.68K | $8.07M | 0.01% | Add |
| Goldman Sachs Group history | 229.85K | $6.83M | 0.00% | Reduce |
| Millennium Management history | 155.62K | $4.62M | 0.00% | Reduce |
| Northern Trust Corp history | 128.08K | $3.81M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 117.32K | $3.49M | 0.00% | Add |
| D. E. Shaw & Co history | 103.91K | $3.09M | 0.00% | Reduce |
| Citadel Advisors history | 62.35K | $1.85M | 0.00% | Reduce |
| BNY Mellon history | 42.77K | $1.27M | 0.00% | Reduce |
| Royce & Associates history | 42.30K | $1.26M | 0.01% | Hold |
| Deutsche Bank AG history | 40.15K | $1.19M | 0.00% | Add |
| Marshall Wace history | 34.27K | $1.02M | 0.00% | Reduce |
| Norges Bank Investment Management history | 31.60K | $938.84K | 0.00% | Hold |
| Bank of America Corp history | 18.60K | $552.49K | 0.00% | Reduce |
| Invesco Ltd history | 16.78K | $498.50K | 0.00% | Add |
| Franklin Resources history | 12.42K | $368.94K | 0.00% | Reduce |
| AQR Capital Management history | 11.17K | $331.83K | 0.00% | New |
| Moore Capital Management history | 10.00K | $297.10K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 9.62K | $285.75K | 0.00% | Reduce |
| Wells Fargo & Co history | 7.31K | $217.09K | 0.00% | Add |
| Citigroup Inc history | 5.00K | $148.52K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.55K | $46.08K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.16K | $34.35K | 0.00% | Add |
Q1 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.16M | $35.33M | 0.00% | Hold |
| Vanguard Group history | 798.67K | $24.38M | 0.00% | Reduce |
| Morgan Stanley history | 675.99K | $20.64M | 0.00% | Hold |
| Geode Capital Management history | 335.11K | $10.23M | 0.00% | Add |
| Balyasny Asset Management history | 269.39K | $8.22M | 0.01% | Add |
| Goldman Sachs Group history | 261.15K | $7.97M | 0.00% | Reduce |
| Millennium Management history | 206.49K | $6.30M | 0.00% | Add |
| D. E. Shaw & Co history | 138.67K | $4.23M | 0.00% | Add |
| Northern Trust Corp history | 129.36K | $3.95M | 0.00% | Reduce |
| Marshall Wace history | 115.11K | $3.51M | 0.00% | Add |
| Charles Schwab Investment Management history | 115.05K | $3.51M | 0.00% | Reduce |
| Citadel Advisors history | 73.94K | $2.26M | 0.00% | Add |
| UBS Group AG history | 65.74K | $2.01M | 0.00% | Add |
| JPMorgan Chase & Co history | 43.98K | $1.34M | 0.00% | Reduce |
| BNY Mellon history | 43.10K | $1.32M | 0.00% | Reduce |
| Royce & Associates history | 42.30K | $1.29M | 0.01% | Hold |
| Principal Global Investors history | 36.70K | $1.12M | 0.00% | Add |
| Wellington Management Group history | 26.70K | $815.15K | 0.00% | New |
| Franklin Resources history | 26.34K | $804.01K | 0.00% | Add |
| Bank of America Corp history | 20.52K | $626.38K | 0.00% | Reduce |
| Moore Capital Management history | 20.00K | $610.60K | 0.01% | New |
| Invesco Ltd history | 11.84K | $361.60K | 0.00% | Add |
| Deutsche Bank AG history | 10.85K | $331.25K | 0.00% | Reduce |
| Citigroup Inc history | 9.75K | $297.58K | 0.00% | Reduce |
| Wells Fargo & Co history | 7.19K | $219.54K | 0.00% | Add |
| Legal & General Investment Management America history | 3.35K | $102.22K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 997 | $30.44K | 0.00% | Reduce |
| PNC Financial Services history | 53 | $1.62K | 0.00% | New |
| Lazard Asset Management history | 145 | $4 | 0.00% | Reduce |
Q4 2024 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.15M | $45.71M | 0.00% | Reduce |
| Vanguard Group history | 803.30K | $31.81M | 0.00% | Hold |
| Morgan Stanley history | 674.64K | $26.72M | 0.00% | Reduce |
| Geode Capital Management history | 321.92K | $12.75M | 0.00% | Reduce |
| Goldman Sachs Group history | 262.64K | $10.40M | 0.00% | Add |
| Northern Trust Corp history | 135.01K | $5.35M | 0.00% | Add |
| D. E. Shaw & Co history | 125.93K | $4.99M | 0.00% | Add |
| Balyasny Asset Management history | 124.27K | $4.92M | 0.01% | New |
| Millennium Management history | 120.34K | $4.77M | 0.00% | Hold |
| Charles Schwab Investment Management history | 117.90K | $4.67M | 0.00% | Add |
| JPMorgan Chase & Co history | 50.99K | $2.02M | 0.00% | Add |
| BNY Mellon history | 43.97K | $1.74M | 0.00% | Reduce |
| Deutsche Bank AG history | 42.68K | $1.69M | 0.00% | Add |
| Royce & Associates history | 42.30K | $1.68M | 0.02% | Reduce |
| Principal Global Investors history | 36.06K | $1.43M | 0.00% | Add |
| Citadel Advisors history | 33.17K | $1.31M | 0.00% | Add |
| Norges Bank Investment Management history | 31.60K | $1.25M | 0.00% | Hold |
| Marshall Wace history | 28.14K | $1.11M | 0.00% | Add |
| Bank of America Corp history | 24.61K | $974.67K | 0.00% | Add |
| AQR Capital Management history | 16.65K | $659.22K | 0.00% | Add |
| Franklin Resources history | 14.75K | $584.22K | 0.00% | Hold |
| Citigroup Inc history | 10.93K | $432.75K | 0.00% | Reduce |
| Wells Fargo & Co history | 7.03K | $278.47K | 0.00% | Add |
| UBS Group AG history | 6.91K | $273.52K | 0.00% | Add |
| Invesco Ltd history | 5.81K | $230.00K | 0.00% | Reduce |
| Manulife Financial history | 5.07K | $200.69K | 0.00% | Reduce |
| Legal & General Investment Management America history | 3.45K | $136.70K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.03K | $80.44K | 0.00% | Add |
| T. Rowe Price Associates history | 5.47K | $217 | 0.00% | New |
| Lazard Asset Management history | 501 | $19 | 0.00% | Reduce |
Q3 2024 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.17M | $45.36M | 0.00% | New |
| Vanguard Group history | 803.51K | $31.16M | 0.00% | Hold |
| Morgan Stanley history | 752.71K | $29.19M | 0.00% | Reduce |
| Geode Capital Management history | 324.56K | $12.59M | 0.00% | Hold |
| Goldman Sachs Group history | 215.81K | $8.37M | 0.00% | Add |
| Northern Trust Corp history | 129.34K | $5.02M | 0.00% | Add |
| Millennium Management history | 119.83K | $4.65M | 0.00% | Add |
| Charles Schwab Investment Management history | 116.31K | $4.51M | 0.00% | Add |
| D. E. Shaw & Co history | 89.50K | $3.47M | 0.00% | Add |
| Royce & Associates history | 66.20K | $2.57M | 0.02% | Hold |
| BNY Mellon history | 46.93K | $1.82M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 42.47K | $1.65M | 0.00% | Add |
| Arrowstreet Capital history | 32.61K | $1.26M | 0.00% | Add |
| Principal Global Investors history | 30.70K | $1.19M | 0.00% | New |
| Deutsche Bank AG history | 24.01K | $931.18K | 0.00% | Add |
| Citigroup Inc history | 22.01K | $853.59K | 0.00% | Add |
| Bank of America Corp history | 21.26K | $824.54K | 0.00% | Add |
| AQR Capital Management history | 14.98K | $580.92K | 0.00% | Reduce |
| Franklin Resources history | 14.69K | $563.04K | 0.00% | Add |
| Citadel Advisors history | 12.73K | $493.59K | 0.00% | Reduce |
| Marshall Wace history | 8.50K | $329.63K | 0.00% | New |
| Invesco Ltd history | 7.12K | $276.04K | 0.00% | Reduce |
| Manulife Financial history | 5.30K | $205.50K | 0.00% | Reduce |
| Wells Fargo & Co history | 4.99K | $193.55K | 0.00% | Hold |
| UBS Group AG history | 3.53K | $137.01K | 0.00% | Reduce |
| Legal & General Investment Management America history | 2.57K | $99.74K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 946 | $36.69K | 0.00% | Add |
| Lazard Asset Management history | 3.31K | $128 | 0.00% | Reduce |
Q2 2024 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.12M | $46.92M | 0.00% | Add |
| Vanguard Group history | 803.83K | $33.79M | 0.00% | Reduce |
| Renaissance Technologies history | 606.54K | $25.50M | 0.04% | Add |
| Geode Capital Management history | 324.04K | $13.63M | 0.00% | Add |
| Goldman Sachs Group history | 167.08K | $7.02M | 0.00% | Add |
| Northern Trust Corp history | 126.54K | $5.32M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 114.82K | $4.83M | 0.00% | Add |
| Millennium Management history | 77.00K | $3.24M | 0.00% | Reduce |
| Royce & Associates history | 66.20K | $2.78M | 0.03% | Reduce |
| BNY Mellon history | 58.61K | $2.46M | 0.00% | Add |
| D. E. Shaw & Co history | 58.36K | $2.45M | 0.00% | Add |
| Norges Bank Investment Management history | 31.60K | $1.33M | 0.00% | Hold |
| Moore Capital Management history | 25.00K | $1.05M | 0.02% | New |
| AQR Capital Management history | 20.23K | $850.38K | 0.00% | Reduce |
| Bank of America Corp history | 20.06K | $843.32K | 0.00% | Reduce |
| Citadel Advisors history | 18.92K | $795.52K | 0.00% | Reduce |
| Citigroup Inc history | 16.34K | $686.72K | 0.00% | Add |
| JPMorgan Chase & Co history | 14.51K | $610.00K | 0.00% | Reduce |
| Franklin Resources history | 14.47K | $608.19K | 0.00% | Reduce |
| Invesco Ltd history | 11.62K | $488.50K | 0.00% | New |
| Deutsche Bank AG history | 5.96K | $250.68K | 0.00% | Reduce |
| Manulife Financial history | 5.44K | $228.87K | 0.00% | New |
| Wells Fargo & Co history | 5.00K | $210.28K | 0.00% | Add |
| UBS Group AG history | 4.79K | $201.50K | 0.00% | Reduce |
| Legal & General Investment Management America history | 2.13K | $89.67K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 720 | $30.27K | 0.00% | Reduce |
| Arrowstreet Capital history | 29.32K | $1.23K | 0.00% | Hold |
| Lazard Asset Management history | 12.93K | $543 | 0.00% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 1.15M | 1.15M | 1.16M | 1.15M | 1.17M | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | 809.88K | 810.18K | 798.67K | 803.30K | 803.51K | 803.83K | 865.21K | 859.29K | 846.16K | 826.53K | 812.39K | 984.91K | 974.73K | 958.86K | 930.84K | 907.04K | 930.68K | 978.11K | 923.04K |
| Citadel Advisors | 365.11K | 62.35K | 73.94K | 33.17K | 12.73K | 18.92K | 57.45K | 29.31K | 78.49K | 145.23K | 121.95K | 15.57K | 9.63K | 9.93K | 4.50K | — | 15.45K | — | — |
| Geode Capital Management | 339.04K | 336.24K | 335.11K | 321.92K | 324.56K | 324.04K | 308.15K | 299.27K | 285.26K | 276.37K | 264.84K | 251.42K | 247.22K | 244.03K | 242.22K | 305.42K | 306.76K | — | — |
| Morgan Stanley | 320.04K | 655.80K | 675.99K | 674.64K | 752.71K | 1.12M | 853.91K | 1.24M | 122.87K | 60.56K | 65.04K | 84.76K | 85.80K | 111.44K | 52.89K | 54.10K | 51.30K | — | — |
| Goldman Sachs Group | 246.38K | 229.85K | 261.15K | 262.64K | 215.81K | 167.08K | 58.49K | 50.20K | 62.74K | 63.12K | 165.56K | 112.31K | 98.64K | 108.02K | 105.74K | 139.56K | 142.75K | — | — |
| Millennium Management | 203.26K | 155.62K | 206.49K | 120.34K | 119.83K | 77.00K | 583.03K | 671.55K | 707.60K | 1.07M | 997.30K | 279.70K | 235.80K | 192.17K | 192.33K | 66.83K | 72.55K | — | — |
| Balyasny Asset Management | 132.46K | 271.68K | 269.39K | 124.27K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 125.60K | 128.08K | 129.36K | 135.01K | 129.34K | 126.54K | 132.84K | 137.22K | 136.98K | 135.07K | 179.90K | 168.97K | 160.88K | 161.17K | 163.88K | 170.74K | 175.82K | — | — |
| Charles Schwab Investment Management | 118.75K | 117.32K | 115.05K | 117.90K | 116.31K | 114.82K | 111.59K | 110.49K | 110.00K | 105.95K | 103.13K | 103.97K | 101.88K | 99.61K | 100.57K | 97.68K | 95.22K | — | — |
| Marshall Wace | 82.37K | 34.27K | 115.11K | 28.14K | 8.50K | — | 43.98K | 52.55K | 61.74K | 61.20K | 42.76K | — | — | — | — | 1.73K | — | — | — |
| D. E. Shaw & Co | 74.42K | 103.91K | 138.67K | 125.93K | 89.50K | 58.36K | 57.26K | 50.30K | 50.49K | 80.16K | 98.71K | 18.43K | 14.49K | 15.03K | 14.22K | 15.83K | 24.06K | — | — |
| BNY Mellon | 43.63K | 42.77K | 43.10K | 43.97K | 46.93K | 58.61K | 50.39K | 53.95K | 50.68K | 51.22K | 50.56K | 119.25K | 125.80K | 123.95K | 123.21K | 126.56K | 134.56K | — | — |
| Deutsche Bank AG | 42.86K | 40.15K | 10.85K | 42.68K | 24.01K | 5.96K | 51.36K | 119.13K | 7.08K | 5.97K | 12.57K | 6.85K | 6.73K | 7.62K | 7.94K | 8.82K | 8.36K | — | — |
| Royce & Associates | 42.72K | 42.30K | 42.30K | 42.30K | 66.20K | 66.20K | 420.41K | 420.41K | 288.61K | 288.61K | 290.12K | 386.73K | 381.31K | 380.91K | 381.32K | 383.74K | 384.31K | — | — |
| UBS Group AG | 32.25K | 422.72K | 65.74K | 6.91K | 3.53K | 4.79K | 14.68K | 14.92K | 10.17K | 14.49K | 6.97K | 4.32K | 2.29K | 950 | 5.37K | 10.60K | 4.55K | — | — |
| Arrowstreet Capital | 25.41K | — | — | — | 32.61K | 29.32K | 29.32K | 29.32K | 41.61K | 116.95K | 116.35K | — | — | — | — | 10.60K | 10.60K | — | — |
| Invesco Ltd | 24.95K | 16.78K | 11.84K | 5.81K | 7.12K | 11.62K | — | 13.74K | 6.40K | 7.33K | — | 65.37K | 58.88K | 58.77K | 66.54K | 74.80K | 74.39K | — | — |
| Bank of America Corp | 24.04K | 18.60K | 20.52K | 24.61K | 21.26K | 20.06K | 320.36K | 251.15K | 220.67K | 18.36K | 24.89K | 11.21K | 5.71K | 8.36K | 15.97K | 23.88K | 15.35K | — | — |
| AQR Capital Management | 19.61K | 11.17K | — | 16.65K | 14.98K | 20.23K | 43.31K | 25.88K | — | — | — | — | — | — | 5.16K | 19.85K | 22.07K | — | — |