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, Q2 2025
Institutional positions in TransMedics Group, Inc. as of Jun 30, 2025. 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
- 368
- +73 vs. Q1 2025
- Shares held
- 36.8M
- −2.24M (−5.7%) vs. Q1 2025
- Total value
- $4.93B
- +$2.30B (+87.6%) vs. Q1 2025
- New holders
- 104
- 117 more added
- Sold out
- 31
- 113 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding TransMedics Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 1 | $134 | 0.00% | −1,600−99.9% | Reduced |
| Sierra Ocean, LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $134 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $135 | 0.00% | −9−90.0% | Reduced |
| Abound Wealth Management | 2 | $269 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $402 | 0.00% | +3 | New |
| ZRC Wealth Management, LLC | 3 | $403 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $403 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 4 | $536 | 0.00% | −97−96.0% | Reduced |
| Assetmark, Inc | 4 | $536 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4 | $536 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 7 | $939 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11 | $1.47K | 0.00% | −97−89.8% | Reduced |
| Bell Investment Advisors, Inc | 12 | $1.61K | 0.00% | +5+71.4% | Added |
| Highline Wealth Partners LLC | 13 | $1.74K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | +2+16.7% | Added |
| Hantz Financial Services, Inc. | 14 | $2.00K | 0.00% | +12+600.0% | Added |
| Atlantic Trust, LLC | 15 | $2.01K | 0.00% | +15 | New |
| Private Trust Co NA | 16 | $2.14K | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 17 | $2.28K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 19 | $2.55K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 20 | $2.68K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 21 | $2.81K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22 | $2.95K | 0.00% | −14−38.9% | Reduced |
| Prestige Wealth Management Group LLC | 22 | $2.95K | 0.00% | −1−4.3% | Reduced |
| Larson Financial Group LLC | 23 | $3.08K | 0.00% | +23 | New |
| Brown Brothers Harriman & Co | 24 | $3.22K | 0.00% | +24 | New |
| LRI Investments, LLC | 29 | $3.90K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $4.02K | 0.00% | +30 | New |
| Bare Financial Services, Inc | 33 | $4.42K | 0.00% | +16+94.1% | Added |
| HighMark Wealth Management LLC | 40 | $5.36K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 57 | $7.64K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 58 | $7.77K | 0.00% | −3,086−98.2% | Reduced |
| National Bank of Canada | 68 | $9.10K | 0.00% | −17−20.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 69 | $9.25K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 74 | $9.92K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 77 | $10.3K | 0.00% | +30+63.8% | Added |
| Sterling Capital Management LLC | 80 | $10.7K | 0.00% | +45+128.6% | Added |
| Indiana Trust & Investment Management CO | 80 | $10.7K | 0.00% | +80 | New |
| Parkside Financial Bank & Trust | 81 | $10.9K | 0.00% | +10+14.1% | Added |
| Rothschild Investment LLC | 82 | $11.0K | 0.00% | +15+22.4% | Added |
| Aster Capital Management (DIFC) Ltd | 84 | $11.3K | 0.00% | −10,629−99.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 90 | $11.8K | 0.00% | +90 | New |
| Asset Dedication, LLC | 92 | $12.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 94 | $12.6K | 0.00% | +1+1.1% | Added |
| City State Bank | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $13.4K | 0.00% | +100 | New |
| First Horizon Advisors, Inc. | 115 | $15.4K | 0.00% | +93+422.7% | Added |
| MCF Advisors LLC | 140 | $18.8K | 0.00% | +140 | New |
| Maseco LLP | 141 | $18.9K | 0.00% | +141 | New |
| Trust Co of Vermont | 150 | $20.1K | 0.00% | −35−18.9% | Reduced |
| MAI Capital Management | 152 | $20.4K | 0.00% | −848−84.8% | Reduced |
| Allworth Financial LP | 152 | $20.4K | 0.00% | +90+145.2% | Added |
| Massmutual Trust Co FSB | 163 | $21.8K | 0.00% | +10+6.5% | Added |
| Huntington National Bank | 168 | $22.5K | 0.00% | −37−18.0% | Reduced |
| ORG Partners LLC | 174 | $22.6K | 0.00% | +164+1,640.0% | Added |
| Covestor Ltd | 174 | $23.0K | 0.01% | −2−1.1% | Reduced |
| Bessemer Group Inc | 173 | $23.0K | 0.00% | +16+10.2% | Added |
| Skopos Labs, Inc. | 183 | $24.5K | 0.00% | +67+57.8% | Added |
| Opal Wealth Advisors, LLC | 191 | $25.6K | 0.01% | +191 | New |
| Clearstead Advisors, LLC | 196 | $26.3K | 0.00% | +24+14.0% | Added |
| Global Retirement Partners, LLC | 197 | $26.4K | 0.00% | +197 | New |
| Parallel Advisors, LLC | 204 | $27.3K | 0.00% | −8−3.8% | Reduced |
| Fifth Third Bancorp | 236 | $31.6K | 0.00% | −14−5.6% | Reduced |
| Farther Finance Advisors, LLC | 281 | $37.7K | 0.00% | +83+41.9% | Added |
| Chilton Capital Management LLC | 300 | $40.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 349 | $46.8K | 0.00% | +48+15.9% | Added |
| Sound Income Strategies, LLC | 357 | $47.8K | 0.00% | +357 | New |
| Mount Yale Investment Advisors, LLC | 360 | $48.2K | 0.00% | +360 | New |
| Oakworth Capital, Inc. | 372 | $49.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 375 | $50.3K | 0.00% | +363+3,025.0% | Added |
| Newbridge Financial Services Group, Inc. | 400 | $53.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 429 | $57.5K | 0.00% | +90+26.5% | Added |
| Rakuten Securities, Inc. | 442 | $59.2K | 0.02% | −8−1.8% | Reduced |
| Adirondack Trust Co | 460 | $61.6K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 475 | $61.7K | 0.00% | −125−20.8% | Reduced |
| Signaturefd, LLC | 476 | $63.8K | 0.00% | −54−10.2% | Reduced |
| EverSource Wealth Advisors, LLC | 485 | $65.0K | 0.00% | +203+72.0% | Added |
| Atlas Capital Advisors LLC | 500 | $67.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $67.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 548 | $72.0K | 0.01% | +108+24.5% | Added |
| Central Trust Co | 550 | $73.7K | 0.00% | −200−26.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 555 | $74.3K | 0.00% | −35−5.9% | Reduced |
| State of Wyoming | 565 | $75.7K | 0.01% | +565 | New |
| Sachetta, LLC | 635 | $85.1K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 676 | $90.6K | 0.02% | +84+14.2% | Added |
| CWM, LLC | 757 | $101.0K | 0.00% | −168−18.2% | Reduced |
| Van Eck Associates Corp | 913 | $122.0K | 0.00% | −1,100−54.6% | Reduced |
| RiverPark Advisors, LLC | 963 | $129.1K | 0.08% | +963 | New |
| KBC Group NV | 970 | $130.0K | 0.00% | −589−37.8% | Reduced |
| Arcadia Investment Management Corp | 1,155 | $154.8K | 0.02% | 00.0% | Unchanged |
| Truefg, LLC | 1,500 | $201.0K | 0.06% | +1,500 | New |
| Americana Partners, LLC | 1,500 | $201.0K | 0.01% | +1,500 | New |
| Meridian Wealth Management, LLC | 1,502 | $201.3K | 0.01% | +1,502 | New |
| M&T Bank Corp | 1,557 | $209.0K | 0.00% | +1,557 | New |
| Walleye Capital LLC | 1,564 | $209.6K | 0.00% | +1,564 | New |
| Atria Investments LLC | 1,592 | $213.3K | 0.00% | +1,592 | New |
| Verus Capital Partners, LLC | 1,654 | $221.7K | 0.02% | +1,654 | New |
| Merit Financial Group, LLC | 1,662 | $222.7K | 0.00% | +1,662 | New |