Surmodics Ownership | Who Owns Surmodics?

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Surmodics Ownership Summary

Surmodics is owned by 85.27% institutional investors, 3.40% insiders, and 11.33% 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	85.27%	3.40%	11.33%
Sector	Healthcare Stocks	488.17%	11.08%	-399.26%
Industry	Medical Device Stocks	52.08%	10.61%	37.30%

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	8.03%	$34.09M
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%	$23.44M
Readystate asset management lp	433.61K	3.04%	$12.88M
Gabelli funds	414.84K	2.90%	$12.32M
Hudson bay capital management lp	400.00K	2.80%	$11.88M
Qube research	393.98K	2.76%	$11.71M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Burren capital advisors	35.85K	3.11%	$1.06M
Gardner lewis asset management l p	262.88K	2.52%	$10.41M
Soleus capital management	789.06K	1.55%	$23.44M
Gabelli & co investment advisers	203.59K	0.93%	$6.05M
Thompson davis	63.05K	0.82%	$1.87M
Yakira capital management	75.12K	0.76%	$2.23M
Murchinson	52.90K	0.56%	$1.57M
Alpine global management	83.00K	0.56%	$2.47M
Bck capital management lp	17.00K	0.44%	$505.07K
Boussard & gavaudan investment management llp	88.65K	0.43%	$2.74M

Top Buyers

Holder	Shares	% Assets	Change
Readystate asset management lp	433.61K	0.39%	433.61K
Morgan stanley	1.12M	0.00%	262.16K
Blackrock	1.17M	0.00%	118.87K
Squarepoint ops	162.07K	0.01%	98.49K
Millennium management	206.49K	0.00%	86.14K

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
Readystate asset management lp	433.61K	0.39%	433.61K	$12.88M
Schonfeld strategic advisors	66.65K	0.02%	66.65K	$2.64M
Thompson davis	63.05K	0.82%	63.05K	$1.87M
Y-intercept (hong kong)	42.98K	0.03%	42.98K	$1.28M
Weiss asset management lp	35.11K	0.01%	35.11K	$1.04M

Sold Out

Holder	Change
Coppell advisory solutions	-3.00
Comerica bank	-8.00
Farmers & merchants investments	-9.00
Srs capital advisors	-10.00
Lindbrook capital	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	140	0.72%	12,177,119	2.18%	85	1.22%	56	-9.68%	50	8.70%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	422.04K	2.95%	-
Vanguard Total Stock Mkt Idx Inv	412.88K	2.89%	-9.16K
iShares Russell 2000 ETF	326.43K	2.28%	-6.20K
AB Merger Arbitrage S1 USD	213.95K	1.50%	-
Disciplined Growth - Small Cap Growth	174.81K	1.23%	174.81K
Vanguard Institutional Extnd Mkt Idx Tr	159.52K	1.12%	-68.72K
Kennedy Micro Cap	150.45K	1.05%	56.88K
GAMCO Intl SICAV Merger Arbtrg I (USD)	148.12K	1.04%	27.31K
Fidelity Small Cap Index	139.19K	0.97%	1.58K
AB Event Driven S1 USD	124.95K	0.87%	1.06K

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 85.27%, followed by 3.40% insiders and 11.33% retail investors. The average institutional ownership in Surmodics's industry, Medical Device Stocks, is 52.08%, which Surmodics exceeds.

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, 8.03%), and Morgan stanley (1.12M shares, 7.89%). Together, they hold 24.19% 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 3.11% of its assets in 35.85K Surmodics shares, valued at 1.06M$.

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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