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 2024
Institutional positions in TransMedics Group, Inc. as of Dec 31, 2024. 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
- 315
- −51 vs. Q3 2024
- Shares held
- 36.9M
- +417.8K (+1.1%) vs. Q3 2024
- Total value
- $2.30B
- −$3.42B (−59.8%) vs. Q3 2024
- New holders
- 74
- 131 more added
- Sold out
- 125
- 84 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding TransMedics Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 2 | $125 | 0.00% | +2 | New |
| Continuum Advisory, LLC | 3 | $187 | 0.00% | −17−85.0% | Reduced |
| ZRC Wealth Management, LLC | 3 | $188 | 0.00% | +3 | New |
| Concord Wealth Partners | 6 | $374 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $375 | 0.00% | +6 | New |
| CoreCap Advisors, LLC | 7 | $436 | 0.00% | −593−98.8% | Reduced |
| Bell Investment Advisors, Inc | 7 | $437 | 0.00% | −11−61.1% | Reduced |
| West Paces Advisors Inc. | 8 | $499 | 0.00% | +8 | New |
| Assetmark, Inc | 10 | $624 | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 10 | $624 | 0.00% | +10 | New |
| High Note Wealth, LLC | 10 | $624 | 0.00% | +10 | New |
| Mather Group, LLC. | 16 | $998 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $1.12K | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 20 | $1.25K | 0.00% | +20 | New |
| Skopos Labs, Inc. | 20 | $1.25K | 0.00% | +20 | New |
| Whipplewood Advisors, LLC | 21 | $1.31K | 0.00% | +21 | New |
| Allworth Financial LP | 28 | $1.74K | 0.00% | −6−17.6% | Reduced |
| LRI Investments, LLC | 29 | $1.81K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 33 | $2.06K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 35 | $2.18K | 0.00% | −28,734−99.9% | Reduced |
| National Bank of Canada | 37 | $2.31K | 0.00% | −375−91.0% | Reduced |
| Rothschild Investment LLC | 37 | $2.31K | 0.00% | +5+15.6% | Added |
| HighMark Wealth Management LLC | 40 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 53 | $3.00K | 0.00% | +23+76.7% | Added |
| Morse Asset Management, Inc | 50 | $3.12K | 0.00% | −5,191−99.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 52 | $3.24K | 0.00% | +44+550.0% | Added |
| Heck Capital Advisors, LLC | 52 | $3.24K | 0.00% | +52 | New |
| Truvestments Capital LLC | 57 | $3.55K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 65 | $4.05K | 0.00% | +60+1,200.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 69 | $4.30K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 74 | $4.61K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 75 | $4.68K | 0.00% | +75 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 | $4.80K | 0.00% | −87−53.0% | Reduced |
| Covestor Ltd | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 88 | $5.49K | 0.00% | +88 | New |
| Asset Dedication, LLC | 92 | $5.74K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $6.24K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $6.75K | 0.00% | +100 | New |
| Federation des caisses Desjardins du Quebec | 110 | $6.86K | 0.00% | +110 | New |
| EverSource Wealth Advisors, LLC | 113 | $7.04K | 0.00% | −3−2.6% | Reduced |
| First Horizon Advisors, Inc. | 124 | $7.73K | 0.00% | −533−81.1% | Reduced |
| WR Wealth Planners, LLC | 130 | $8.11K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 147 | $9.16K | 0.00% | −353−70.6% | Reduced |
| Clearstead Advisors, LLC | 150 | $9.35K | 0.00% | −87−36.7% | Reduced |
| Medallion Wealth Advisors, LLC | 157 | $9.79K | 0.00% | +157 | New |
| Trust Co of Vermont | 185 | $11.5K | 0.00% | +75+68.2% | Added |
| Parallel Advisors, LLC | 198 | $12.3K | 0.00% | −106−34.9% | Reduced |
| Huntington National Bank | 201 | $12.5K | 0.00% | +91+82.7% | Added |
| GAMMA Investing LLC | 240 | $15.0K | 0.00% | +57+31.1% | Added |
| Umb Bank N A | 247 | $15.4K | 0.00% | +146+144.6% | Added |
| Farther Finance Advisors, LLC | 250 | $15.6K | 0.00% | −235−48.5% | Reduced |
| Smartleaf Asset Management LLC | 305 | $18.1K | 0.00% | +248+435.1% | Added |
| Quadrant Capital Group LLC | 294 | $18.3K | 0.00% | +265+913.8% | Added |
| Chilton Capital Management LLC | 300 | $18.7K | 0.00% | +300 | New |
| Quarry LP | 314 | $19.6K | 0.00% | −54−14.7% | Reduced |
| Oakworth Capital, Inc. | 372 | $23.2K | 0.00% | −40−9.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 400 | $24.9K | 0.01% | +100+33.3% | Added |
| US Bancorp | 405 | $25.3K | 0.00% | −1,600−79.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 405 | $25.3K | 0.01% | +405 | New |
| Proequities, Inc. | 408 | $25.3K | 0.00% | +408 | New |
| TD Waterhouse Canada Inc. | 425 | $26.5K | 0.00% | −4,173−90.8% | Reduced |
| Adirondack Trust Co | 460 | $28.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 469 | $29.2K | 0.00% | +5+1.1% | Added |
| Ancora Advisors, LLC | 500 | $31.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 500 | $31.2K | 0.00% | +500 | New |
| Hager Investment Management Services, LLC | 535 | $33.4K | 0.02% | +535 | New |
| Sachetta, LLC | 635 | $39.6K | 0.02% | +635 | New |
| Edmond de Rothschild Holding S.A. | 755 | $47.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 770 | $48.0K | 0.00% | +592+332.6% | Added |
| Quest Partners LLC | 828 | $51.6K | 0.01% | +828 | New |
| MAI Capital Management | 1,021 | $63.7K | 0.00% | +1,021 | New |
| Arcadia Investment Management Corp | 1,155 | $72.0K | 0.01% | +1,155 | New |
| Walleye Trading LLC | 1,283 | $80.0K | 0.00% | +1,236+2,629.8% | Added |
| Rakuten Securities, Inc. | 1,355 | $84.5K | 0.03% | +550+68.3% | Added |
| Venturi Wealth Management, LLC | 1,373 | $85.6K | 0.00% | +504+58.0% | Added |
| Central Trust Co | 1,442 | $89.9K | 0.00% | +892+162.2% | Added |
| Sava Infond d.o.o. | 1,500 | $93.5K | 0.02% | +1,500 | New |
| KBC Group NV | 1,559 | $97.0K | 0.00% | +638+69.3% | Added |
| Bryn Mawr Trust Co | 1,601 | $99.8K | 0.00% | +651+68.5% | Added |
| Lindbrook Capital, LLC | 1,620 | $101.0K | 0.01% | +1,205+290.4% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,650 | $102.9K | 0.06% | +1,650 | New |
| Caitong International Asset Management Co., Ltd | 1,896 | $118.2K | 0.12% | +1,896 | New |
| Leonteq Securities AG | 1,959 | $122.1K | 0.01% | +1,586+425.2% | Added |
| Van Eck Associates Corp | 1,997 | $125.0K | 0.00% | +1,010+102.3% | Added |
| The PNC Financial Services Group, Inc. | 2,016 | $125.7K | 0.00% | −2,348−53.8% | Reduced |
| Jones Financial Companies LLLP | 2,074 | $129.3K | 0.00% | +1,965+1,802.8% | Added |
| New Age Alpha Advisors, LLC | 2,842 | $177.2K | 0.01% | +2,842 | New |
| SBI Securities Co., Ltd. | 3,023 | $188.5K | 0.01% | +3,023 | New |
| Ameritas Investment Partners, Inc. | 3,252 | $202.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,259 | $203.2K | 0.01% | +3,182+4,132.5% | Added |
| SlateStone Wealth, LLC | 3,271 | $204.0K | 0.02% | −5,187−61.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,112 | $206.9K | 0.00% | −596,004−99.5% | Reduced |
| Sapient Capital LLC | 3,358 | $209.4K | 0.00% | −4,546−57.5% | Reduced |
| Wedbush Securities Inc | 3,428 | $214.0K | 0.01% | −249−6.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,435 | $214.2K | 0.00% | −484−12.4% | Reduced |
| Group One Trading, L.P. | 3,452 | $215.2K | 0.01% | +3,452 | New |
| Truist Financial Corp | 3,461 | $215.8K | 0.00% | −594−14.6% | Reduced |
| Bridgewater Associates, LP | 3,463 | $215.9K | 0.00% | −1,409−28.9% | Reduced |