Skip to main content

Treace Medical Concepts, Inc.

TMCI
Exchange
Nasdaq
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0001630627

In the last 90 days, Treace Medical Concepts, Inc. insiders filed 1 open-market purchase and 0 sales; 116 institutions reported holding it in 13F filings for Q2 2026, worth $126.8M in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in Treace Medical Concepts, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
118
+7 vs. Q4 2025
Shares held
36.0M
+4.48M (+14.2%) vs. Q4 2025
Total value
$48.3M
−$29.0M (−37.5%) vs. Q4 2025
New holders
32
35 more added
Sold out
25
28 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TMCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 118 institutions
Q1 2021: 1 institutionQ2 2021: 71 institutionsQ3 2021: 62 institutionsQ4 2021: 77 institutionsQ1 2022: 75 institutionsQ2 2022: 84 institutionsQ3 2022: 91 institutionsQ4 2022: 106 institutionsQ1 2023: 123 institutionsQ2 2023: 137 institutionsQ3 2023: 123 institutionsQ4 2023: 127 institutionsQ1 2024: 132 institutionsQ2 2024: 128 institutionsQ3 2024: 134 institutionsQ4 2024: 135 institutionsQ1 2025: 138 institutionsQ2 2025: 125 institutionsQ3 2025: 119 institutionsQ4 2025: 115 institutionsQ1 2026: 118 institutionsQ2 2026: 116 institutions
Value heldQ1 2026: $48.3M
Q1 2021: $6.00KQ2 2021: $406.7MQ3 2021: $350.7MQ4 2021: $431.0MQ1 2022: $385.4MQ2 2022: $331.6MQ3 2022: $575.8MQ4 2022: $617.6MQ1 2023: $895.1MQ2 2023: $995.8MQ3 2023: $513.8MQ4 2023: $522.9MQ1 2024: $538.0MQ2 2024: $264.3MQ3 2024: $229.8MQ4 2024: $277.8MQ1 2025: $315.3MQ2 2025: $226.1MQ3 2025: $260.3MQ4 2025: $87.8MQ1 2026: $48.3MQ2 2026: $126.8M
Institutions holding TMCI and their total value by quarter
QuarterHoldersValue
Q2 2026116$126.8M
Q1 2026118$48.3M
Q4 2025115$87.8M
Q3 2025119$260.3M
Q2 2025125$226.1M
Q1 2025138$315.3M
Q4 2024135$277.8M
Q3 2024134$229.8M
Q2 2024128$264.3M
Q1 2024132$538.0M
Q4 2023127$522.9M
Q3 2023123$513.8M
Q2 2023137$995.8M
Q1 2023123$895.1M
Q4 2022106$617.6M
Q3 202291$575.8M
Q2 202284$331.6M
Q1 202275$385.4M
Q4 202177$431.0M
Q3 202162$350.7M
Q2 202171$406.7M
Q1 20211$6.00K

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Treace Medical Concepts, Inc.; share changes are against Q4 2025.

Institutions holding TMCI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd34$00.00%+24+240.0%Added
Caitong International Asset Management Co., Ltd3$40.00%−57,182−100.0%Reduced
The PNC Financial Services Group, Inc.5$70.00%+5New
Sunbelt Securities, Inc.29$390.00%+29New
Rothschild Investment LLC44$590.00%+44New
Advisory Services Network, LLC59$790.00%+59New
SJS Investment Consulting Inc.91$1220.00%+91New
Transamerica Financial Advisors, Inc.120$1600.00%+120New
Wealth Preservation Advisors, LLC138$1850.00%+138New
Essential Partners LLC211$2830.00%+211New
True Wealth Design, LLC223$2990.00%+223New
Basecamp Wealth Advisors LLC228$3060.00%+228New
GAMMA Investing LLC289$3870.00%+289New
Sterling Capital Management LLC310$4150.00%00.0%Unchanged
Fortitude Family Office, LLC342$4580.00%+35+11.4%Added
Optiver Holding B.V.450$6030.00%−368−45.0%Reduced
EverSource Wealth Advisors, LLC735$9850.00%+710+2,840.0%Added
Signaturefd, LLC762$1.02K0.00%−754−49.7%Reduced
UMA Financial Services, Inc.820$1.10K0.00%+820New
Rachor Investment Advisory Services, LLC868$1.16K0.00%00.0%Unchanged
Hoey Investments, Inc1,000$1.34K0.00%00.0%Unchanged
IFP Advisors, Inc1,001$1.34K0.00%+24+2.5%Added
Allworth Financial LP1,007$1.35K0.00%+930+1,207.8%Added
MTM Investment Management, LLC1,330$1.78K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,352$1.81K0.00%00.0%Unchanged
Royal Bank of Canada1,365$2.00K0.00%−4−0.3%Reduced
Advisor Group Holdings, Inc.2,133$2.86K0.00%−231−9.8%Reduced
Citigroup Inc2,533$3.39K0.00%−11,743−82.3%Reduced
California State Teachers Retirement System2,580$3.46K0.00%−352−12.0%Reduced
State of Alaska, Department of Revenue3,343$4.00K0.00%00.0%Unchanged
MAI Capital Management3,189$4.27K0.00%+3,189New
Legal & General Group Plc4,434$5.96K0.00%−861−16.3%Reduced
Ameritas Investment Partners, Inc.4,493$6.02K0.00%00.0%Unchanged
Trust Co of Toledo NA4,800$6.43K0.00%00.0%Unchanged
Group One Trading, L.P.5,939$7.96K0.00%+5,294+820.8%Added
New York State Common Retirement Fund7,181$9.62K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.8,360$11.2K0.00%00.0%Unchanged
Farther Finance Advisors, LLC8,127$11.5K0.00%+127+1.6%Added
Russell Investments Group, Ltd.9,043$12.1K0.00%+5,093+128.9%Added
Blair William & Co10,482$14.0K0.00%+402+4.0%Added
LPL Financial LLC10,530$14.1K0.00%−1,000−8.7%Reduced
Police & Firemen's Retirement System of New Jersey11,168$15.0K0.00%00.0%Unchanged
TrustWell Financial Advisors, LLC11,725$15.7K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System12,920$17.3K0.00%00.0%Unchanged
Intech Investment Management LLC12,959$17.4K0.00%−9,611−42.6%Reduced
HighTower Advisors, LLC13,455$18.0K0.00%−140−1.0%Reduced
Cerity Partners LLC14,325$19.2K0.00%−2,271−13.7%Reduced
Vanguard Global Advisers, LLC16,247$21.8K0.00%+16,247New
Tower Research Capital LLC (TRC)16,433$22.0K0.00%+8,374+103.9%Added
Manufacturers Life Insurance Company, The16,697$22.4K0.00%−487−2.8%Reduced
Susquehanna International Group, LLP17,049$22.8K0.00%−19,317−53.1%Reduced
Cetera Investment Advisers17,402$23.3K0.00%+17,402New
Wells Fargo & Company17,543$23.5K0.00%−34,620−66.4%Reduced
BNP Paribas Arbitrage, SA17,630$23.6K0.00%−36,339−67.3%Reduced
Axq Capital, LP19,507$26.1K0.00%+2,562+15.1%Added
Kestra Advisory Services, LLC19,586$26.2K0.00%00.0%Unchanged
JPMorgan Chase & Co22,447$26.9K0.00%−41,069−64.7%Reduced
Ieq Capital, LLC20,986$28.1K0.00%+20,986New
Dynamic Technology Lab Private Ltd21,384$28.7K0.00%+21,384New
Mirae Asset Global ETFs Holdings Ltd.23,246$31.1K0.00%+544+2.4%Added
HBK Sorce Advisory LLC16,028$32.2K0.00%+16,028New
Invesco Ltd.25,020$33.5K0.00%00.0%Unchanged
Price T Rowe Associates Inc25,627$35.0K0.00%00.0%Unchanged
CWM, LLC27,592$37.0K0.00%+27,082+5,310.2%Added
Centiva Capital, LP28,311$37.9K0.00%+28,311New
Winnow Wealth LLC28,313$37.9K0.03%−10.0%Reduced
Captrust Financial Advisors28,887$38.7K0.00%+10,887+60.5%Added
Mercer Global Advisors Inc29,056$38.9K0.00%+18,806+183.5%Added
HSBC Holdings PLC30,994$40.4K0.00%+6,554+26.8%Added
Quadrature Capital Ltd32,552$43.6K0.00%−28,092−46.3%Reduced
Barclays PLC36,436$43.7K0.00%−51,228−58.4%Reduced
Chicago Partners Investment Group LLC26,014$48.6K0.00%+6,606+34.0%Added
Abel Hall, LLC38,632$51.8K0.01%+38,632New
JustInvest LLC38,958$52.2K0.00%+38,958New
Jain Global LLC42,038$56.3K0.00%−33,168−44.1%Reduced
FMR LLC48,700$65.3K0.00%−53,750−52.5%Reduced
Bridgeway Capital Management, LLC50,000$67.0K0.00%+50,000New
Rhumbline Advisers57,499$77.0K0.00%−2,418−4.0%Reduced
SEI Investments Co60,131$80.6K0.00%+60,131New
LCW Services, LLC90,821$121.7K0.06%+35,971+65.6%Added
State of Wyoming95,110$127.4K0.02%+72,290+316.8%Added
Paradigm Capital Management Inc100,000$134.0K0.01%00.0%Unchanged
Engineers Gate Manager LP113,702$152.4K0.00%+69,299+156.1%Added
Alliancebernstein L.P.64,550$158.1K0.00%00.0%Unchanged
Bank of New York Mellon Corp121,020$162.2K0.00%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC137,135$183.8K0.00%+137,135New
Nuveen, LLC153,755$206.0K0.00%+50,550+49.0%Added
Stifel Financial Corp176,092$236.0K0.00%+8,390+5.0%Added
Dimensional Fund Advisors LP194,496$259.9K0.00%−78,880−28.9%Reduced
Arcadia Wealth Management, Inc.209,972$281.4K0.15%00.0%Unchanged
Morgan Stanley219,707$294.4K0.00%+10,984+5.3%Added
Deutsche Bank AG251,049$336.4K0.00%00.0%Unchanged
Jacobs Levy Equity Management, Inc263,734$353.4K0.00%+263,734New
Marshall Wace, LLP264,933$355.0K0.00%+264,933New
XTX Topco Ltd285,780$382.9K0.01%+212,338+289.1%Added
Vanguard Fiduciary Trust Co318,004$426.1K0.00%+318,004New
Charles Schwab Investment Management Inc328,839$440.6K0.00%−23,605−6.7%Reduced
Raymond James Financial Inc357,556$479.1K0.00%+34,614+10.7%Added
Goldman Sachs Group Inc387,685$519.5K0.00%+198,833+105.3%Added
Gsa Capital Partners LLP398,007$533.0K0.03%+50,252+14.5%Added