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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, Q1 2026

Institutional positions in TransMedics Group, 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
416
−3 vs. Q4 2025
Shares held
36.5M
+2.95M (+8.8%) vs. Q4 2025
Total value
$3.63B
−$453.7M (−11.1%) vs. Q4 2025
New holders
67
149 more added
Sold out
70
137 more reduced

10 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 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.

Institutional holdersQ1 2026: 416 institutions
Q1 2021: 107 institutionsQ2 2021: 124 institutionsQ3 2021: 120 institutionsQ4 2021: 121 institutionsQ1 2022: 110 institutionsQ2 2022: 135 institutionsQ3 2022: 178 institutionsQ4 2022: 200 institutionsQ1 2023: 225 institutionsQ2 2023: 240 institutionsQ3 2023: 222 institutionsQ4 2023: 249 institutionsQ1 2024: 262 institutionsQ2 2024: 340 institutionsQ3 2024: 374 institutionsQ4 2024: 315 institutionsQ1 2025: 298 institutionsQ2 2025: 368 institutionsQ3 2025: 388 institutionsQ4 2025: 429 institutionsQ1 2026: 416 institutionsQ2 2026: 375 institutions
Value heldQ1 2026: $3.63B
Q1 2021: $773.0MQ2 2021: $623.5MQ3 2021: $636.5MQ4 2021: $384.7MQ1 2022: $561.4MQ2 2022: $719.7MQ3 2022: $1.18BQ4 2022: $1.79BQ1 2023: $2.26BQ2 2023: $2.73BQ3 2023: $1.91BQ4 2023: $2.76BQ1 2024: $2.52BQ2 2024: $5.09BQ3 2024: $5.74BQ4 2024: $2.30BQ1 2025: $2.63BQ2 2025: $4.93BQ3 2025: $4.17BQ4 2025: $4.53BQ1 2026: $3.63BQ2 2026: $2.31B
Institutions holding TMDX and their total value by quarter
QuarterHoldersValue
Q2 2026375$2.31B
Q1 2026416$3.63B
Q4 2025429$4.53B
Q3 2025388$4.17B
Q2 2025368$4.93B
Q1 2025298$2.63B
Q4 2024315$2.30B
Q3 2024374$5.74B
Q2 2024340$5.09B
Q1 2024262$2.52B
Q4 2023249$2.76B
Q3 2023222$1.91B
Q2 2023240$2.73B
Q1 2023225$2.26B
Q4 2022200$1.79B
Q3 2022178$1.18B
Q2 2022135$719.7M
Q1 2022110$561.4M
Q4 2021121$384.7M
Q3 2021120$636.5M
Q2 2021124$623.5M
Q1 2021107$773.0M

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding TransMedics Group, Inc.; share changes are against Q4 2025.

Institutions holding TMDX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bay Harbor Wealth Management, LLC1$990.00%+1New
Curio Wealth, LLC1$990.00%+1New
HFM Investment Advisors, LLC1$990.00%+1New
Abound Wealth Management1$1000.00%−1−50.0%Reduced
Rialto Wealth Management, LLC1$1000.00%00.0%Unchanged
TD Capital Management LLC3$2980.00%00.0%Unchanged
Vermillion Wealth Management, Inc.3$2980.00%+3New
ZRC Wealth Management, LLC3$2990.00%00.0%Unchanged
SHP Wealth Management4$3980.00%00.0%Unchanged
Zions Bancorporation, National Association4$3980.00%+4New
Marquette Asset Management, LLC4$3980.00%+4New
Cedar Mountain Advisors, LLC5$4970.00%+3+150.0%Added
Hughes Financial Services, LLC5$4970.00%+3+150.0%Added
Westfuller Advisors, LLC5$5020.00%−4−44.4%Reduced
Gilpin Wealth Management, LLC6$5970.00%+4+200.0%Added
SJS Investment Consulting Inc.6$5980.00%+2+50.0%Added
Ankerstar Wealth, LLC7$6960.00%00.0%Unchanged
JFS Wealth Advisors, LLC7$6960.00%+3+75.0%Added
SWAN Capital LLC8$7950.00%00.0%Unchanged
Larson Financial Group LLC9$8950.00%−7−43.8%Reduced
Bogart Wealth, LLC9$8950.00%00.0%Unchanged
Fortitude Family Office, LLC9$8950.00%+5+125.0%Added
Leonteq Securities AG10$9940.00%−188−94.9%Reduced
CVA Family Office, LLC10$9940.00%+10New
Capital Advisors, Ltd. LLC14$1.00K0.00%00.0%Unchanged
TD Private Client Wealth LLC11$1.09K0.00%00.0%Unchanged
Torren Management, LLC11$1.09K0.00%00.0%Unchanged
Highline Wealth Partners LLC13$1.29K0.00%00.0%Unchanged
JPL Wealth Management, LLC15$1.49K0.00%+15New
Bell Investment Advisors, Inc16$1.59K0.00%00.0%Unchanged
Wolff Wiese Magana LLC17$1.69K0.00%00.0%Unchanged
Mather Group, LLC.17$1.69K0.00%+17New
Assetmark, Inc19$1.89K0.00%00.0%Unchanged
Versant Capital Management, Inc19$1.89K0.00%+19New
Farmers & Merchants Investments Inc20$1.99K0.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC21$2.09K0.00%+2+10.5%Added
Northwestern Mutual Wealth Management Co22$2.19K0.00%−1−4.3%Reduced
Prestige Wealth Management Group LLC24$2.39K0.00%+2+9.1%Added
Steward Partners Investment Advisory, LLC26$2.58K0.00%00.0%Unchanged
LRI Investments, LLC29$2.88K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC30$2.98K0.00%+30New
MAI Capital Management33$3.28K0.00%+30+1,000.0%Added
Elequin Capital LP37$3.68K0.00%−70−65.4%Reduced
Root Financial Partners, LLC40$3.98K0.00%+18+81.8%Added
Beacon Investment Advisory Services, Inc.40$3.98K0.00%+40New
HighMark Wealth Management LLC41$4.07K0.00%+1+2.5%Added
Aster Capital Management (DIFC) Ltd61$4.10K0.00%+38+165.2%Added
National Bank of Canada45$4.46K0.00%−7−13.5%Reduced
Keating Financial Advisory Services, Inc.45$4.47K0.00%+32+246.2%Added
Evolution Wealth Management Inc.54$5.37K0.00%00.0%Unchanged
Truvestments Capital LLC57$5.67K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.90$6.49K0.00%+21+30.4%Added
Mark Sheptoff Financial Planning, LLC69$6.55K0.00%00.0%Unchanged
Coston, McIsaac & Partners76$7.00K0.00%+76New
Rothschild Investment LLC71$7.06K0.00%+5+7.6%Added
Harbor Investment Advisory, LLC74$7.36K0.00%00.0%Unchanged
Avalon Trust Co75$7.46K0.00%00.0%Unchanged
Bare Financial Services, Inc75$7.46K0.00%+28+59.6%Added
Brown Brothers Harriman & Co80$7.95K0.00%+5+6.7%Added
Golden State Wealth Management, LLC82$8.15K0.00%00.0%Unchanged
Harbour Investments, Inc.82$8.15K0.00%+81+8,100.0%Added
Private Trust Co NA85$8.45K0.00%00.0%Unchanged
Asset Dedication, LLC92$9.15K0.00%00.0%Unchanged
Parkside Financial Bank & Trust94$9.35K0.00%00.0%Unchanged
Triumph Capital Management100$9.94K0.00%00.0%Unchanged
City State Bank100$9.94K0.00%00.0%Unchanged
Matrix Trust Co104$10.0K0.00%+104New
GWM Advisors LLC126$12.5K0.00%−69−35.4%Reduced
MCF Advisors LLC137$13.6K0.00%00.0%Unchanged
Clearstead Advisors, LLC150$14.9K0.00%−32−17.6%Reduced
Chilton Capital Management LLC150$14.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB160$15.9K0.00%00.0%Unchanged
Huntington National Bank162$16.1K0.00%−10−5.8%Reduced
MB, Levis & Associates, LLC200$19.9K0.01%+200New
Sterling Capital Management LLC218$21.7K0.00%−4−1.8%Reduced
Salomon & Ludwin, LLC241$24.3K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.250$24.9K0.02%00.0%Unchanged
Kemnay Advisory Services Inc.254$25.3K0.00%−571−69.2%Reduced
Sound Income Strategies, LLC282$28.3K0.00%00.0%Unchanged
Bayforest Capital Ltd294$29.2K0.03%+294New
Golden State Equity Partners299$29.7K0.00%+299New
Newbridge Financial Services Group, Inc.300$29.8K0.00%00.0%Unchanged
LOM Asset Management Ltd300$29.8K0.01%00.0%Unchanged
North Star Investment Management Corp.300$29.8K0.00%+300New
TD Waterhouse Canada Inc.301$30.2K0.00%−300−49.9%Reduced
Rakuten Securities, Inc.322$32.0K0.01%−100−23.7%Reduced
Titan Wealth (CI) Ltd325$32.3K0.01%00.0%Unchanged
Umb Bank N A355$35.3K0.00%−11−3.0%Reduced
Oakworth Capital, Inc.372$37.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp400$39.8K0.00%00.0%Unchanged
Parallel Advisors, LLC409$40.7K0.00%+129+46.1%Added
First Horizon Corp429$42.6K0.00%−273−38.9%Reduced
Advisory Services Network, LLC437$43.4K0.00%−1,328−75.2%Reduced
Whittier Trust Co of Nevada Inc425$44.5K0.00%+207+95.0%Added
Adirondack Trust Co460$45.7K0.02%00.0%Unchanged
US Bancorp484$48.1K0.00%−89−15.5%Reduced
Signaturefd, LLC485$48.2K0.00%+6+1.3%Added
Atlas Capital Advisors LLC500$49.7K0.01%00.0%Unchanged
Ancora Advisors, LLC500$49.7K0.00%00.0%Unchanged
Covestor Ltd526$52.0K0.04%+420+396.2%Added