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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 4,757 | $296.6K | 0.04% | +4,757 | New |
| Envestnet Portfolio Solutions, Inc. | 4,721 | $294.4K | 0.00% | +317+7.2% | Added |
| M&T Bank Corp | 4,597 | $286.9K | 0.00% | −10,145−68.8% | Reduced |
| Pictet Asset Management Holding SA | 4,434 | $276.5K | 0.00% | −274−5.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,359 | $271.8K | 0.01% | +4,103+1,602.7% | Added |
| AQR Capital Management LLC | 4,232 | $263.9K | 0.00% | −4,937−53.8% | Reduced |
| Aigen Investment Management, LP | 4,000 | $249.4K | 0.04% | +670+20.1% | Added |
| Fiduciary Alliance LLC | 3,960 | $246.9K | 0.02% | +3,960 | New |
| Resources Investment Advisors, LLC. | 3,924 | $244.7K | 0.00% | +3,924 | New |
| Freestone Grove Partners LP | 3,865 | $241.0K | 0.00% | +3,865 | New |
| Janney Montgomery Scott LLC | 3,827 | $239.0K | 0.00% | +3,827 | New |
| Public Employees Retirement Association of Colorado | 3,726 | $232.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,707 | $231.1K | 0.02% | +3,707 | New |
| Guidance Capital, Inc | 3,642 | $221.5K | 0.07% | +1,284+54.5% | Added |
| Bridgewater Associates, LP | 3,463 | $215.9K | 0.00% | −1,409−28.9% | Reduced |
| Truist Financial Corp | 3,461 | $215.8K | 0.00% | −594−14.6% | Reduced |
| Group One Trading, L.P. | 3,452 | $215.2K | 0.01% | +3,452 | New |
| Wealth Enhancement Advisory Services, LLC | 3,435 | $214.2K | 0.00% | −484−12.4% | Reduced |
| Wedbush Securities Inc | 3,428 | $214.0K | 0.01% | −249−6.8% | Reduced |
| Sapient Capital LLC | 3,358 | $209.4K | 0.00% | −4,546−57.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,112 | $206.9K | 0.00% | −596,004−99.5% | Reduced |
| SlateStone Wealth, LLC | 3,271 | $204.0K | 0.02% | −5,187−61.3% | Reduced |
| Global Retirement Partners, LLC | 3,259 | $203.2K | 0.01% | +3,182+4,132.5% | Added |
| Ameritas Investment Partners, Inc. | 3,252 | $202.8K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,023 | $188.5K | 0.01% | +3,023 | New |
| New Age Alpha Advisors, LLC | 2,842 | $177.2K | 0.01% | +2,842 | New |
| Jones Financial Companies LLLP | 2,074 | $129.3K | 0.00% | +1,965+1,802.8% | Added |
| The PNC Financial Services Group, Inc. | 2,016 | $125.7K | 0.00% | −2,348−53.8% | Reduced |
| Van Eck Associates Corp | 1,997 | $125.0K | 0.00% | +1,010+102.3% | Added |
| Leonteq Securities AG | 1,959 | $122.1K | 0.01% | +1,586+425.2% | Added |
| Caitong International Asset Management Co., Ltd | 1,896 | $118.2K | 0.12% | +1,896 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,650 | $102.9K | 0.06% | +1,650 | New |
| Lindbrook Capital, LLC | 1,620 | $101.0K | 0.01% | +1,205+290.4% | Added |
| Bryn Mawr Trust Co | 1,601 | $99.8K | 0.00% | +651+68.5% | Added |
| KBC Group NV | 1,559 | $97.0K | 0.00% | +638+69.3% | Added |
| Sava Infond d.o.o. | 1,500 | $93.5K | 0.02% | +1,500 | New |
| Central Trust Co | 1,442 | $89.9K | 0.00% | +892+162.2% | Added |
| Venturi Wealth Management, LLC | 1,373 | $85.6K | 0.00% | +504+58.0% | Added |
| Rakuten Securities, Inc. | 1,355 | $84.5K | 0.03% | +550+68.3% | Added |
| Walleye Trading LLC | 1,283 | $80.0K | 0.00% | +1,236+2,629.8% | Added |
| Arcadia Investment Management Corp | 1,155 | $72.0K | 0.01% | +1,155 | New |
| MAI Capital Management | 1,021 | $63.7K | 0.00% | +1,021 | New |
| Quest Partners LLC | 828 | $51.6K | 0.01% | +828 | New |
| CWM, LLC | 770 | $48.0K | 0.00% | +592+332.6% | Added |
| Edmond de Rothschild Holding S.A. | 755 | $47.1K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 635 | $39.6K | 0.02% | +635 | New |
| Hager Investment Management Services, LLC | 535 | $33.4K | 0.02% | +535 | New |
| Ancora Advisors, LLC | 500 | $31.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 500 | $31.2K | 0.00% | +500 | New |
| Signaturefd, LLC | 469 | $29.2K | 0.00% | +5+1.1% | Added |
| Adirondack Trust Co | 460 | $28.7K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 425 | $26.5K | 0.00% | −4,173−90.8% | Reduced |
| Proequities, Inc. | 408 | $25.3K | 0.00% | +408 | New |
| US Bancorp | 405 | $25.3K | 0.00% | −1,600−79.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 405 | $25.3K | 0.01% | +405 | New |
| Newbridge Financial Services Group, Inc. | 400 | $24.9K | 0.01% | +100+33.3% | Added |
| Oakworth Capital, Inc. | 372 | $23.2K | 0.00% | −40−9.7% | Reduced |
| Quarry LP | 314 | $19.6K | 0.00% | −54−14.7% | Reduced |
| Chilton Capital Management LLC | 300 | $18.7K | 0.00% | +300 | New |
| Quadrant Capital Group LLC | 294 | $18.3K | 0.00% | +265+913.8% | Added |
| Smartleaf Asset Management LLC | 305 | $18.1K | 0.00% | +248+435.1% | Added |
| Farther Finance Advisors, LLC | 250 | $15.6K | 0.00% | −235−48.5% | Reduced |
| Umb Bank N A | 247 | $15.4K | 0.00% | +146+144.6% | Added |
| GAMMA Investing LLC | 240 | $15.0K | 0.00% | +57+31.1% | Added |
| Huntington National Bank | 201 | $12.5K | 0.00% | +91+82.7% | Added |
| Parallel Advisors, LLC | 198 | $12.3K | 0.00% | −106−34.9% | Reduced |
| Trust Co of Vermont | 185 | $11.5K | 0.00% | +75+68.2% | Added |
| Medallion Wealth Advisors, LLC | 157 | $9.79K | 0.00% | +157 | New |
| Clearstead Advisors, LLC | 150 | $9.35K | 0.00% | −87−36.7% | Reduced |
| Fifth Third Bancorp | 147 | $9.16K | 0.00% | −353−70.6% | Reduced |
| WR Wealth Planners, LLC | 130 | $8.11K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 124 | $7.73K | 0.00% | −533−81.1% | Reduced |
| EverSource Wealth Advisors, LLC | 113 | $7.04K | 0.00% | −3−2.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 110 | $6.86K | 0.00% | +110 | New |
| Ameriflex Group, Inc. | 100 | $6.75K | 0.00% | +100 | New |
| City State Bank | 100 | $6.24K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 92 | $5.74K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 88 | $5.49K | 0.00% | +88 | New |
| Covestor Ltd | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 | $4.80K | 0.00% | −87−53.0% | Reduced |
| VSM Wealth Advisory, LLC | 75 | $4.68K | 0.00% | +75 | New |
| Harbor Investment Advisory, LLC | 74 | $4.61K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 69 | $4.30K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 65 | $4.05K | 0.00% | +60+1,200.0% | Added |
| Truvestments Capital LLC | 57 | $3.55K | 0.00% | 00.0% | Unchanged |
| 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 |
| Morse Asset Management, Inc | 50 | $3.12K | 0.00% | −5,191−99.0% | Reduced |
| Bessemer Group Inc | 53 | $3.00K | 0.00% | +23+76.7% | Added |
| HighMark Wealth Management LLC | 40 | $2.49K | 0.00% | 00.0% | Unchanged |
| 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 |
| Russell Investments Group, Ltd. | 35 | $2.18K | 0.00% | −28,734−99.9% | Reduced |
| Sterling Capital Management LLC | 33 | $2.06K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $1.81K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 28 | $1.74K | 0.00% | −6−17.6% | Reduced |
| Whipplewood Advisors, LLC | 21 | $1.31K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 20 | $1.25K | 0.00% | +20 | New |
| Skopos Labs, Inc. | 20 | $1.25K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 18 | $1.12K | 0.00% | +18 | New |