Surmodics Ownership | Who Owns Surmodics?

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Surmodics Ownership Summary

Surmodics is owned by 10.60% institutional investors, 3.40% insiders, and 86.00% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Surmodics	10.60%	3.40%	86.00%
Sector	Healthcare Stocks	279.18%	10.62%	-189.80%
Industry	Medical Device Stocks	32.66%	10.50%	56.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.17M	8.27%	$49.22M
Blackrock funding, inc. /de	1.15M	8.14%	$45.71M
Morgan stanley	1.12M	7.89%	$46.92M
Alliancebernstein	1.01M	7.13%	$40.05M
Vanguard group	803.30K	5.66%	$31.81M
Soleus capital management	789.06K	5.53%	$24.09M
Qube research	454.02K	3.20%	$17.98M
Dimensional fund advisors lp	380.34K	2.68%	$15.06M
State street	373.52K	2.62%	$14.79M
Gabelli funds	339.96K	2.40%	$13.46M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gardner lewis asset management l p	262.88K	2.52%	$10.41M
Soleus capital management	789.06K	1.73%	$24.09M
Yakira capital management	71.11K	1.02%	$2.82M
Gabelli & co investment advisers	129.24K	0.87%	$5.12M
Taconic capital advisors lp	69.00K	0.51%	$2.11M
Alpine global management	50.00K	0.47%	$1.98M
Bck capital management lp	17.00K	0.46%	$714.68K
Mint tower capital management b.v.	38.04K	0.37%	$1.51M
Olympiad research lp	8.46K	0.35%	$335.17K
Boussard & gavaudan investment management llp	98.38K	0.33%	$3.90M

Top Buyers

Holder	Shares	% Assets	Change
Soleus capital management	789.06K	1.73%	395.00K
Hudson bay capital management lp	300.00K	0.04%	300.00K
Morgan stanley	1.12M	0.00%	262.16K
Balyasny asset management	124.27K	0.01%	124.27K
Blackrock	1.17M	0.00%	118.87K

Top Sellers

Holder	Shares	% Assets	Change
Renaissance	-	-	-606.54K
Acadian asset management	-	-	-402.66K
Segall bryant & hamill	-	-	-396.70K
Trigran investments	-	-	-368.21K
Sand grove capital management llp	-	-	-355.32K

New Positions

Holder	Shares	% Assets	Change	Value
Hudson bay capital management lp	300.00K	0.04%	300.00K	$11.88M
Balyasny asset management	124.27K	0.01%	124.27K	$4.92M
Boussard & gavaudan investment management llp	98.38K	0.33%	98.38K	$3.90M
Verition fund management	91.00K	0.01%	91.00K	$3.60M
Taconic capital advisors lp	69.00K	0.51%	69.00K	$2.11M

Sold Out

Holder	Change
Coppell advisory solutions	-3.00
Gamma investing	-5.00
Eversource wealth advisors	-5.00
Farmers & merchants investments	-9.00
Srs capital advisors	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	12	-91.49%	1,513,598	-87.36%	10	0.15%	10	-85.92%	-	-100.00%
Dec 31, 2024	43	-66.41%	1,755,062	-85.21%	12	0.18%	16	-76.47%	11	-66.67%
Sep 30, 2024	127	0.79%	11,698,029	-11.59%	82	0.95%	67	-6.94%	33	-2.94%
Jun 30, 2024	124	8.77%	13,231,118	4.08%	93	1.16%	71	44.90%	33	-15.38%
Mar 31, 2024	114	-4.20%	12,712,656	-2.71%	89	1.05%	49	-19.67%	39	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	422.04K	2.95%	-
Vanguard Total Stock Mkt Idx Inv	422.04K	2.95%	-
iShares Russell 2000 ETF	352.36K	2.46%	174.00
Vanguard Institutional Extnd Mkt Idx Tr	224.97K	1.57%	355.00
AB Merger Arbitrage S1 USD	213.95K	1.50%	-
Disciplined Growth - Small Cap Growth	174.81K	1.23%	174.81K
Kennedy Micro Cap	150.45K	1.05%	56.88K
Fidelity Small Cap Index	135.23K	0.95%	637.00
AB Event Driven S1 USD	123.89K	0.87%	-
GAMCO Intl SICAV Merger Arbtrg I (USD)	120.81K	0.85%	10.11K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 26, 2024	Arens Timothy J.	Chief Financial Officer	Sell	$276.45K
Nov 28, 2022	BEDOYA JOSE H	-	Sell	$152.32K
Nov 11, 2022	KALICH RONALD B SR	-	Sell	$91.51K
Nov 14, 2022	DANTZKER DAVID	-	Sell	$91.51K
Apr 01, 2022	Maharaj Gary R	President & CEO	Sell	$175.40K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	1
2024 Q3	-	-
2024 Q1	-	-
2023 Q4	-	-

SRDX Ownership FAQ

Who Owns Surmodics?

Surmodics shareholders are primarily institutional investors at 10.60%, followed by 3.40% insiders and 86.00% retail investors. The average institutional ownership in Surmodics's industry, Medical Device Stocks, is 32.66%, which Surmodics falls below.

Who owns the most shares of Surmodics?

Surmodics’s largest shareholders are Blackrock (1.17M shares, 8.27%), Blackrock funding, inc. /de (1.15M shares, 8.14%), and Morgan stanley (1.12M shares, 7.89%). Together, they hold 24.30% 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?

Gardner lewis asset management l p is Surmodics’s biggest shareholder by percentage of total assets invested, with 2.52% of its assets in 262.88K Surmodics shares, valued at 10.41M$.

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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