Surmodics Ownership | Who Owns Surmodics?


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Surmodics Ownership Summary


Surmodics is owned by 80.60% institutional investors, 3.40% insiders, and 16.00% retail investors. Blackrock is the largest institutional shareholder, holding 8.27% of SRDX shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.95% of its assets in Surmodics shares.

SRDX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSurmodics80.60%3.40%16.00%
SectorHealthcare Stocks 232.01%10.74%-142.75%
IndustryMedical Device Stocks37.54%10.61%51.85%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.17M8.27%$49.22M
Alliancebernstein887.19K6.21%$26.52M
Oddo bhf asset management sas610.00K4.27%$18.23M
Qube research418.94K2.93%$12.52M
Readystate asset management lp383.02K2.68%$11.45M
Hsbc299.17K2.09%$9.01M
Balyasny asset management271.68K1.90%$8.07M
Weiss asset management lp213.22K1.49%$6.37M
Millennium management206.49K1.45%$6.30M
Tig advisors198.58K1.39%$5.94M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Burren capital advisors33.66K3.05%$1.01M
Sand grove capital management llp129.56K1.89%$3.87M
Vazirani asset management10.00K1.07%$298.90K
Oddo bhf asset management sas610.00K0.69%$18.23M
Readystate asset management lp383.02K0.49%$11.45M
Tig advisors198.58K0.35%$5.94M
Olympiad research lp8.46K0.35%$252.99K
Alpine global management58.76K0.30%$1.76M
Rangeley capital10.00K0.26%$298.90K
Governors lane lp97.32K0.22%$2.91M

Top Buyers

HolderShares% AssetsChange
Oddo bhf asset management sas610.00K0.69%341.90K
Tig advisors198.58K0.35%198.58K
Weiss asset management lp213.22K0.08%178.11K
Man group135.62K0.01%135.62K
Sand grove capital management llp129.56K1.89%129.56K

Top Sellers

HolderShares% AssetsChange
Blackrock funding, inc. /de---1.15M
Vanguard group---809.88K
Soleus capital management---789.06K
Renaissance---606.54K
Hudson bay capital management lp---536.27K

New Positions

HolderShares% AssetsChangeValue
Tig advisors198.58K0.35%198.58K$5.94M
Man group135.62K0.01%135.62K$4.05M
Sand grove capital management llp129.56K1.89%129.56K$3.87M
Governors lane lp97.32K0.22%97.32K$2.91M
Adage capital partners gp91.27K0.00%91.27K$2.73M

Sold Out

HolderChange
Coppell advisory solutions-3.00
Rothschild investment-5.00
Allworth financial lp-7.00
Comerica bank-8.00
Farmers & merchants investments-9.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20251453.57%11,510,631-5.47%801.11%7025.00%40-20.00%
Jun 30, 20251400.72%12,177,1192.18%851.22%56-9.68%508.70%
Mar 31, 202512-91.49%1,513,598-87.36%100.15%10-85.92%--100.00%
Dec 31, 202443-66.41%1,755,062-85.21%120.18%16-76.47%11-66.67%
Sep 30, 20241270.79%11,698,029-11.59%820.95%67-6.94%33-2.94%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF422.04K2.95%-
Vanguard Total Stock Mkt Idx Inv412.88K2.89%-9.16K
iShares Russell 2000 ETF333.56K2.33%-
AB Merger Arbitrage S1 USD213.95K1.50%-
Disciplined Growth - Small Cap Growth174.81K1.23%174.81K
Vanguard Institutional Extnd Mkt Idx Tr159.52K1.12%-68.72K
Kennedy Micro Cap150.45K1.05%56.88K
GAMCO Intl SICAV Merger Arbtrg I (USD)148.12K1.04%27.31K
Fidelity Small Cap Index139.42K0.98%236.00
AB Event Driven S1 USD124.95K0.87%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 26, 2024Arens Timothy J. Chief Financial OfficerSell$276.45K
Nov 28, 2022BEDOYA JOSE H-Sell$152.32K
Nov 11, 2022KALICH RONALD B SR-Sell$91.51K
Nov 14, 2022DANTZKER DAVID-Sell$91.51K
Apr 01, 2022Maharaj Gary R President & CEOSell$175.40K

Insider Transactions Trends


DateBuySell
2025 Q4--
2025 Q1--
2024 Q4-1
2024 Q3--
2024 Q1--

SRDX Ownership FAQ


Who Owns Surmodics?

Surmodics shareholders are primarily institutional investors at 80.60%, followed by 3.40% insiders and 16.00% retail investors. The average institutional ownership in Surmodics's industry, Medical Device Stocks, is 37.54%, which Surmodics exceeds.

Who owns the most shares of Surmodics?

Surmodics’s largest shareholders are Blackrock (1.17M shares, 8.27%), Alliancebernstein (887.19K shares, 6.21%), and Oddo bhf asset management sas (610K shares, 4.27%). Together, they hold 18.76% of Surmodics’s total shares outstanding.

Does Blackrock own Surmodics?

Yes, BlackRock owns 8.27% of Surmodics, totaling 1.17M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 49.22M$. In the last quarter, BlackRock increased its holdings by 118.87K shares, a 11.30% change.

Who is Surmodics’s biggest shareholder by percentage of total assets invested?

Burren capital advisors is Surmodics’s biggest shareholder by percentage of total assets invested, with 3.05% of its assets in 33.66K Surmodics shares, valued at 1.01M$.

Who is the top mutual fund holder of Surmodics shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Surmodics shares, with 2.95% of its total shares outstanding invested in 422.04K Surmodics shares.

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