TransMedics Group, Inc.
TMDX- Exchange
- Nasdaq
- Industry
- Electromedical & Electrotherapeutic Apparatus
- SEC CIK
- 0001756262
In the last 90 days, TransMedics Group, Inc. insiders filed 1 open-market purchase and 0 sales; 375 institutions reported holding it in 13F filings for Q2 2026, worth $2.31B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in TransMedics Group, Inc. as of Dec 31, 2023. 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
- 249
- +28 vs. Q3 2023
- Shares held
- 35.0M
- +141.4K (+0.4%) vs. Q3 2023
- Total value
- $2.76B
- +$852.8M (+44.7%) vs. Q3 2023
- New holders
- 50
- 78 more added
- Sold out
- 22
- 91 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TMDX 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 375 | $2.31B |
| Q1 2026 | 416 | $3.63B |
| Q4 2025 | 429 | $4.53B |
| Q3 2025 | 388 | $4.17B |
| Q2 2025 | 368 | $4.93B |
| Q1 2025 | 298 | $2.63B |
| Q4 2024 | 315 | $2.30B |
| Q3 2024 | 374 | $5.74B |
| Q2 2024 | 340 | $5.09B |
| Q1 2024 | 262 | $2.52B |
| Q4 2023 | 249 | $2.76B |
| Q3 2023 | 222 | $1.91B |
| Q2 2023 | 240 | $2.73B |
| Q1 2023 | 225 | $2.26B |
| Q4 2022 | 200 | $1.79B |
| Q3 2022 | 178 | $1.18B |
| Q2 2022 | 135 | $719.7M |
| Q1 2022 | 110 | $561.4M |
| Q4 2021 | 121 | $384.7M |
| Q3 2021 | 120 | $636.5M |
| Q2 2021 | 124 | $623.5M |
| Q1 2021 | 107 | $773.0M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding TransMedics Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| Principal Securities, Inc. | 2 | $158 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $158 | 0.00% | +2 | New |
| Crewe Advisors LLC | 3 | $237 | 0.00% | +3 | New |
| Russell Investments Group, Ltd. | 8 | $631 | 0.00% | −2−20.0% | Reduced |
| Bell Investment Advisors, Inc | 12 | $948 | 0.00% | −5−29.4% | Reduced |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | −1−8.3% | Reduced |
| Farther Finance Advisors, LLC | 16 | $1.26K | 0.00% | +16 | New |
| Quadrant Capital Group LLC | 22 | $1.74K | 0.00% | −1−4.3% | Reduced |
| Allworth Financial LP | 25 | $1.97K | 0.00% | +4+19.0% | Added |
| Valley National Advisers Inc | 40 | $3.00K | 0.00% | +30+300.0% | Added |
| HighMark Wealth Management LLC | 40 | $3.16K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $4.74K | 0.00% | +60 | New |
| Private Trust Co NA | 79 | $6.24K | 0.00% | −15−16.0% | Reduced |
| Global Retirement Partners, LLC | 79 | $6.26K | 0.00% | −641−89.0% | Reduced |
| Truvestments Capital LLC | 90 | $7.10K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 90 | $7.10K | 0.01% | +90 | New |
| GAMMA Investing LLC | 86 | $7.38K | 0.00% | +86 | New |
| CWM, LLC | 99 | $8.00K | 0.00% | −118−54.4% | Reduced |
| City State Bank | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 114 | $9.00K | 0.02% | −6−5.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 125 | $9.87K | 0.00% | +125 | New |
| Trust Co of Vermont | 137 | $10.8K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 160 | $12.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 164 | $12.9K | 0.00% | −79−32.5% | Reduced |
| Umb Bank N A | 177 | $14.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 238 | $18.8K | 0.00% | +238 | New |
| Coppell Advisory Solutions LLC | 243 | $19.2K | 0.00% | +243 | New |
| Simplex Trading, LLC | 267 | $21.0K | 0.00% | −3,785−93.4% | Reduced |
| Huntington National Bank | 297 | $23.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $23.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 314 | $24.8K | 0.00% | +36+12.9% | Added |
| Lindbrook Capital, LLC | 336 | $26.5K | 0.00% | −175−34.2% | Reduced |
| NBC Securities, Inc. | 347 | $27.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 412 | $32.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 430 | $33.9K | 0.00% | +430 | New |
| Adirondack Trust Co | 460 | $37.5K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $39.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 550 | $43.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 557 | $44.0K | 0.00% | −29−4.9% | Reduced |
| Point72 Hong Kong Ltd | 600 | $47.4K | 0.00% | +600 | New |
| The PNC Financial Services Group, Inc. | 696 | $54.9K | 0.00% | +88+14.5% | Added |
| KBC Group NV | 767 | $61.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,049 | $82.8K | 0.00% | +222+26.8% | Added |
| Quantbot Technologies LP | 1,061 | $83.7K | 0.00% | −34,393−97.0% | Reduced |
| Arcadia Investment Management Corp | 1,111 | $87.6K | 0.02% | −3,750−77.1% | Reduced |
| GWM Advisors LLC | 1,145 | $90.4K | 0.00% | +71+6.6% | Added |
| Comerica Bank | 1,230 | $97.1K | 0.00% | +604+96.5% | Added |
| RiverPark Advisors, LLC | 1,319 | $104.1K | 0.10% | +215+19.5% | Added |
| Aquatic Capital Management LLC | 1,400 | $111.0K | 0.00% | −27,200−95.1% | Reduced |
| Van Eck Associates Corp | 1,588 | $125.0K | 0.00% | −539−25.3% | Reduced |
| Metropolitan Life Insurance Co | 1,829 | $144.4K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,291 | $180.8K | 0.05% | −991−30.2% | Reduced |
| Oppenheimer Asset Management Inc. | 2,535 | $200.1K | 0.00% | +2,535 | New |
| Yarbrough Capital, LLC | 2,541 | $200.6K | 0.01% | +2,541 | New |
| Prudential Financial Inc | 2,554 | $201.6K | 0.00% | +2,554 | New |
| SG Americas Securities, LLC | 2,580 | $204.0K | 0.00% | +2,580 | New |
| Corton Capital Inc. | 2,661 | $210.0K | 0.07% | +2,661 | New |
| Prelude Capital Management, LLC | 2,874 | $226.8K | 0.02% | +2,874 | New |
| Y-Intercept (Hong Kong) Ltd | 3,022 | $238.5K | 0.02% | +3,022 | New |
| nVerses Capital, LLC | – | $252.6K | 0.70% | – | New |
| Ameritas Investment Partners, Inc. | 3,284 | $259.2K | 0.01% | +132+4.2% | Added |
| Commonwealth Equity Services, LLC | 3,462 | $273.0K | 0.00% | +3,462 | New |
| Wolverine Trading, LLC | 3,674 | $290.0K | 0.00% | +3,674 | New |
| Pathstone Holdings, LLC | 3,887 | $306.8K | 0.00% | +3,887 | New |
| Pictet Asset Management Holding SA | 4,146 | $327.2K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 4,239 | $334.6K | 0.00% | −6,294−59.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,319 | $341.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 4,547 | $358.9K | 0.00% | +4,547 | New |
| Amalgamated Bank | 4,573 | $361.0K | 0.00% | −204−4.3% | Reduced |
| Raymond James & Associates | 4,593 | $362.5K | 0.00% | +851+22.7% | Added |
| Clough Capital Partners L P | 4,599 | $363.0K | 0.04% | +286+6.6% | Added |
| Lakeview Capital Partners, LLC | 4,622 | $364.8K | 0.06% | −907−16.4% | Reduced |
| Financial Perspectives, Inc | 4,709 | $371.7K | 0.15% | 00.0% | Unchanged |
| Algert Global LLC | 4,830 | $381.2K | 0.02% | +4,830 | New |
| Mount Yale Investment Advisors, LLC | 4,916 | $388.0K | 0.04% | −6,783−58.0% | Reduced |
| Abundance Wealth Counselors | 4,945 | $390.0K | 0.10% | +4,945 | New |
| FIL Ltd | 5,000 | $394.6K | 0.00% | +5,000 | New |
| Atria Wealth Solutions, Inc. | 5,260 | $415.2K | 0.01% | +5,260 | New |
| Pitcairn Co | 5,300 | $418.3K | 0.03% | −35−0.7% | Reduced |
| Glenmede Trust Co NA | 5,402 | $426.4K | 0.00% | +5,402 | New |
| ProShare Advisors LLC | 5,444 | $429.7K | 0.00% | +1,213+28.7% | Added |
| US Bancorp | 5,608 | $442.6K | 0.00% | +2,317+70.4% | Added |
| Mach-1 Financial Group, Inc. | 5,652 | $446.1K | 0.17% | +5,652 | New |
| Level Four Advisory Services, LLC | 5,969 | $471.1K | 0.03% | +5,969 | New |
| Envestnet Portfolio Solutions, Inc. | 6,261 | $494.2K | 0.00% | +2,551+68.8% | Added |
| Jump Financial, LLC | 6,300 | $497.3K | 0.02% | −70,459−91.8% | Reduced |
| AQR Capital Management LLC | 6,303 | $497.5K | 0.00% | +223+3.7% | Added |
| Alpha DNA Investment Management LLC | 6,337 | $500.2K | 0.30% | +6,337 | New |
| AE Wealth Management LLC | 5,892 | $509.4K | 0.00% | +5,892 | New |
| J.W. Cole Advisors, Inc. | 6,526 | $515.1K | 0.03% | −10,449−61.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,583 | $519.6K | 0.01% | +3,105+89.3% | Added |
| Courier Capital LLC | 6,655 | $525.3K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7,640 | $543.0K | 0.04% | +7,640 | New |
| Marex Group plc | 7,006 | $553.0K | 0.02% | +7,006 | New |
| Montanaro Asset Management Ltd | 7,150 | $564.4K | 0.11% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,200 | $568.0K | 0.00% | +2,200+44.0% | Added |